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$ETH On August 2, Iranian Mehr News Agency reported on August 2, citing Iranian military officials, that U.S. President Trump said Iran’s demand to stop the attacks was “a new lie.” The official said: “No matter whether he continues to invade or backs down, our forces are on the highest alert and have prepared for every possibility. If confrontation is inevitable, the battlefield will decide everything, and then everyone will understand who holds the power and who will have the final say.”

$ETH On August 2, U.S. President Trump posted that, “The United States is ready to confront Iran—at a level of military deterrence, force, and strength never seen since World War II. Nevertheless, we have just received a request from Iran and other Middle Eastern countries, asking that we hold off on any attacks, because a framework agreement has been reached. This will include the immediate, complete, and total opening of the Strait of Hormuz, and ending Iran’s nuclear threat.
Based on this request, I agree to cancel the attacks for the future interests of the world, and for the survival of a

$ETH On July 31, Michael Burry, the prototype character of “The Big Short,” disclosed his latest portfolio adjustments today via his Substack account. He said he has further increased his short position in Micron Technology (MU), with an average entry price of about $880. At the same time, he continued to expand his short exposure to NVIDIA (NVDA) and increased his shorting of the semiconductor ETF SOXX, with an average price of about $506.
Meanwhile, Burry also added long positions in several individual stocks. He added to Lululemon (LULU) at an average price of about $118, added to DraftKing

$ETH July 30, the Iranian Revolutionary Guard claimed that in a missile strike on the Azraq air base in Jordan, it destroyed three US Air Force F-35 fighter jets, with another three damaged. Iran said the attack was a retaliatory action against what it claims was a US airstrike on residential areas on Geshm Island that resulted in the deaths of three civilians. The above claims have not been verified yet. If it was truly shot down, it could likely lead to an escalation of the war—everyone should watch out for risks.

$ETH On July 29, according to South Korean media, the South Korean stock market suffered a sharp drop for two consecutive days. On July 28, amid heavy sell-offs by foreign capital, South Korean retail investors bought net over 4.3 trillion won in a counter-trend “bottom-picking”; however, on July 29 the market decline widened further, and retail investors shifted to panic selling. In the morning alone, they net sold 1.42 trillion won, indicating that the previously “picked up” funds had started cutting losses and exiting.
As of the morning of the 29th local time, the KOSPI fell by more than 12

$ETH On July 27, citing information from The Information and sources familiar with the matter, a company backed by China’s state-owned capital has begun mass production of DUV (deep-ultraviolet) lithography machines made with independently developed manufacturing equipment—an important step in China’s semiconductor industry pushing for domestically made substitutions.
It is understood that the company plans to produce about 5 DUV lithography machines in 2026 and expand to about 20 machines in 2027. Although there is still a gap versus the production capacity of Dutch lithography giant ASML (AS

$ETH On July 23, Bitcoin Treasury company Empery Digital (EMPD) disclosed that it has completed a $20 million strategic investment in preferred shares of AI data center developer Cardinal Data Power (CDP). After the deal closed, EMPD holds approximately 8% equity in CDP. This investment is an important component of CDP’s $70 million Series A round, and all of the raised funds will be used to build its first AI data center campus in West Texas, United States.

$ETH On July 21, U.S. President Trump said that Iran hasn’t seen anything yet—we’ve been very restrained. We will strike the Hagemore area soon.

$ETH Bitcoin is currently forming a key support band in the $59,000 to $70,000 range—one of the most densely defended price bands in Bitcoin’s history. Even more worth watching is that 50% of Bitcoin’s total circulating supply has already changed hands above $59,000; if we exclude the millions of BTC widely believed to be permanently lost, this figure would be even higher. This zone is seeing a tug-of-war between bulls and bears.
The group showing particularly notable activity right now is short-term holders, whose behavior is diverging between capitulation and accumulation. Many Bitcoin indi

$ETH According to EmberCN monitoring, a whale/institution sold 30k ETH via OTC for $1,833 (about $55 million).
The address transferred 30k ETH into an OTC wallet 7 hours ago, and then received $55 million in USDC 3 hours later.

$ETH On July 17, Bloomberg ETF analyst Eric Balchunas said that Bitcoin ETFs are very likely to replay gold’s volatility track—experiencing an “astonishing surge” and a “painful pullback,” thereby testing investors’ patience.
Balchunas noted that both gold and Bitcoin are non-yielding stores of value and do not generate cash flow. The demand they face, driven by market sentiment, can lead to “price explosions” as well as long-term stagnation. Therefore, Bitcoin ETFs may follow the same script: astonishing gains, painful drawdowns, and a possible recovery that tests investors’ patience.

$ETH On July 15, an address holding seized funds from FTX/Alameda by the U.S. government transferred 4,815 ETH to Coinbase, worth $9.29 million, or is about to be sold to repay FTX creditors.