Gate Insights and Crypto Market Analysis

On July 6, NVIDIA officially announced the launch of a new Revenue-Sharing Model, allowing AI startups to exchange future revenue for GPU computing power without bearing the upfront huge hardware procurement costs; Sharon AI and Firmus are the first partners. First Partners: Sharon AI Deploys Up to 40,000 GB300 GPUs According to the official NVIDIA announcement, the first partners to respond to this business model are: Sharon AI, which is deploying up to 40,000 NVIDIA Grace Blackwell GB300 GPUs;

Samsung Electronics is conducting price negotiations for Q3 2026 general-purpose DRAM. According to South Korean media outlet Korea ZDNET, citing industry sources, the company aims to increase the average selling price (ASP) of general-purpose DRAM by up to 20% quarter-on-quarter; for LPDDR, due to "severe bottlenecks" in both server and mobile sectors, the target increase exceeds 20%. Samsung's Q3 Price Negotiation Targets: General-Purpose ASP Up to 20%, LPDDR Over 20% According to Korea ZDNET

India's Ministry of Electronics and Information Technology issued a stern notice to Meta on Saturday over Child Sexual Exploitative & Abuse Material in paid advertisements on Instagram, according to Indian state broadcaster DD News. The government directed Instagram to immediately disable all advert

AT&T Inc. (T), Mattel, Inc. (MAT), and Hertz Global Holdings Inc. (HTZ) stocks slumped to 52-week lows last week amid challenging market conditions. T stock hit a low of $19.89 on Thursday but recovered to close up 0.49% after reports of SpaceX's direct-to-consumer mobile expansion triggered

The KOSPI index experienced extreme volatility on the 6th, surging to the 8300-level before reversing sharply and falling below 7900. As of 1:20 PM, the index traded at 7968.49, down 118.54 points (1.48%) from the previous session, after hitting an intraday low of 7815.53. Foreign investors and

Kim Ki-wan, a private banker at Korea Investment & Securities, won the 2025 Hankyung Star Wars competition with a 53% return but underperformed the KOSPI index in the first half of this year. His top performer was SK Hynix. Kim attributed the underperformance to misjudging large-cap rally

Vanadi Coffee, a Spanish coffee franchise that pivoted to a bitcoin treasury strategy, faces shareholder revolt over board member fees on bitcoin purchases. Vallecid, a Canarian conglomerate owning nearly 10% of Vanadi Coffee, demanded dissolution of the current board due to fees reaching up to 5% o

Hong Kong stocks face an unprecedented wave of lock-up share expirations as multiple IPOs from the past year reach their restriction periods, with brokerages warning of intensified selling pressure on the already struggling market. Morgan Stanley identified July and September as peak months for

The ECB announced on the 6th that its T2 payment system experienced a temporary disruption but has returned to normal operations. The outage occurred during a non-optional maintenance period, delaying the opening of settlement windows for the euro (EUR) and Danish krone (DKK). T2 serves as core paym

In its semi-annual report submitted to the Federal Communications Commission (FCC) in July, SpaceX confirmed that it deorbited 260 Starlink satellites between December 2025 and May 2026. The FCC has proposed classifying space activities as "extra-territorial activities," arguing they should be exempt from the National Environmental Policy Act (NEPA). This proposal has not yet been approved and has sparked strong opposition from environmental groups. FCC Semi-Annual Report Data: 260 Deorbited, 34

Coinspect Security disclosed on July 6 that a wallet generation vulnerability named "Ill Bloom" is being actively exploited by attackers, rooted in an insecure pseudo-random number generator used in the recovery phrase generation process, resulting in lower-than-expected encryption strength of the mnemonic phrase, allowing attackers to control affected wallets and steal funds. The first known on-chain evidence of exploitation dates back to May 27, with total losses exceeding $5 million. Ill Bloo

South Korea's National Assembly Finance Committee Chairman Yoo Dong-soo stated on the 6th that virtual asset legislation must be addressed as a priority issue. During the committee's full meeting, Yoo declared that the Digital Asset Basic Act and related regulatory matters require deep examination a

Bitcoin miners held 1,802,814 BTC as of July 5 at 2 PM, while the network's hashrate fell to a two-week low of 933,560,256 TH/s on the same date, according to data from CryptoQuant and Blockchain.com. The hashrate decline of approximately 65,651,082 TH/s week-over-week marked the lowest level

Ornn announces the completion of a $33 million seed round led by a16z Crypto. OCPI forms price benchmarks based on executed or settled transactions, covering H100, A100, H200, B200, and RTX series GPUs, standardized by hardware, region, and contract duration. It will be available on Bloomberg Terminal in April. a16z Crypto Leads $33 Million Seed Round, Eight Institutions Co-Invest According to Ornn's official announcement, the investors in this $33 million seed round are as follows: Lead: a16z C

Micron Technology (MU) stock has nearly quadrupled year-to-date, becoming one of the most standout semiconductor stocks in the AI memory boom. The Financial Times reported on July 4 that Apple is lobbying the White House to approve procurement of chips from Chinese memory manufacturer ChangXin Memory Technologies (CXMT), and the same week Apple announced a comprehensive price increase for Mac, iPad, iPhone, and Vision Pro, citing an unprecedented shortage of memory and storage devices. Apple Lob

Citigroup cut its target price for MiniMax (stock code 00100) by 60%, from HKD 1,330 to HKD 533, while maintaining a 'Buy' rating. The downgrade reflects the pricing controversy and subdued market response surrounding the company's M3 model released in early June. Citigroup cited negative

The Hong Kong Securities and Futures Professionals Association (HKSFPA) stated on July 6 that after a meeting with regulatory representatives including Joseph Chan, Under Secretary for Financial Services and the Treasury, and Keith Yip, Executive Director of the Intermediaries Division of the Securities and Futures Commission (SFC), the SFC pledged to advance the separation of the "Certified Virtual Asset Professional" (CVAP) examination and its course, optimize study materials, and lower examin

Deribit and Signalplus launched a 600,000 USDC trading competition called 'The Island' running from July 6 at 08:00 UTC to August 10 at 23:59 UTC, 2026. Coinbase, which acquired Deribit for 2.9 billion dollars in August 2025, backs the five-week contest that offers a private island as the headline p

Japanese investment bank MUFG forecasts the Korean won will show gradual strength in the second half of the year, with the dollar-won exchange rate projected at 1,520 won in Q3 and 1,500 won in Q4. The forecast is driven by semiconductor-centered economic growth and anticipated Bank of Korea rate