Trump backs Waller, slams the Federal Reserve Board; the FOMC faces rare policy rifts in the early tenure of its new chair, a scenario unseen in nearly 50 years.

According to EmberCN’s monitoring, following the U.S. stock market correction, a whale address has just opened a long position on Hyperliquid, totaling roughly $85.66 million. The position comprises $74 million in SP500, $6.8 million in MU (Micron) and $4.86 million in SNDK (SanDisk), and is currently facing an unrealized loss of about $370,000.

According to Hyperinsight monitoring, the address starting with 0x55b remained largely inactive after June 26, until it resumed large-scale trading just ahead of earnings reports from two major South Korean storage manufacturers. On July 29, the address began buying SKHX ahead of SK Hynix’s earnings release and continued adding to its position until after the report was published, for a total increase of roughly $832,000. The same day, it purchased approximately $509,000 worth of SMSN ahead of Samsung’s official earnings announcement. The two positions combined for a total increase of around $1.341 million, both clearly positioned ahead of the earnings window. However, despite a post-earnings rebound in the relevant stocks, these long positions have yet to generate actual profits. As of press time, the address holds approximately $1.247 million in Samsung Electronics long positions, with an unrealized gain of about $60,300; it also holds roughly $970,000 in SK Hynix long positions, with an unrealized loss of around $64,600. The combined value of the two positions is approximately $2.217 million, with a net unrealized loss of roughly $4,300. The earnings-related gains from Samsung’s position have been almost entirely offset by losses from SK Hynix. As intraday rebounds pulled back, the address flipped from temporary profit back to a loss; currently, there are no visible take-profit or stop-loss orders for either position.

According to Lookonchain's monitoring, the hacker group Lazarus Group transferred 121.5 BTC approximately one hour ago, valued at around $7.74 million.

The Lazarus Group hackers moved 121.5 $BTC ($7.74M) an hour ago.

Samsung Electronics said on Thursday that demand for artificial intelligence (AI) chips remains strong, which may exacerbate supply shortages next year—contrary to investor concerns that major tech companies' massive AI spending could slow and curb growth. Samsung's stock rose 8% after its earnings call, while SK Hynix's stock rebounded 3%. In a statement, Samsung noted: "We expect demand in the server sector to stay strong through the second quarter of 2026, driven by continued investment in AI infrastructure and broader adoption of agent AI." (Jinshi)

Changxin Technology opened at 52.20 yuan today, then quickly surged to 53.89 yuan, up 3.24% from its opening price. Meanwhile, CXMT contracts on Hyperliquid hit a high of $7.646, with a maximum increase of 6.10% within the first minute of trading; as of press time, CXMT has fallen back to $7.2962. According to Hyperinsight monitoring, just 34 seconds after the opening, a whale address starting with 0xf91 was subject to two consecutive forced liquidations, with a total of 246,900 CXMT short positions fully liquidated. The average liquidation price was approximately $7.52, with a total liquidation volume of around $1.858 million, resulting in a loss of about $95,400. The whale initiated a TWAP sell order lasting roughly 10 hours last night, planning to short 250,000 CXMT contracts. By around 9 a.m. today, the whale had almost completed building its short positions, with an average entry cost of roughly $7.138. The same address had gone long on 150,000 CXMT contracts the day before. After closing its long positions, it flipped to short following Changxin Technology's sharp rise on its third trading day, with only one night between switching to short and being liquidated.