MarsBitNews

According to CoinDesk, the combination of AI storage and semiconductor cooling, along with Bitcoin rebounding above $61k, has sparked discussions about capital flowing back into digital assets. Momentum in stocks like SanDisk and Micron has weakened, with the DRAM ETF down about 25% from its June high and SMH down about 12%. Analysts say that the increased crowding in AI trades and the pullback in leading stocks have driven a rotation within risk assets. Although it is still difficult to determine whether this will form a sustained style shift, there are already initial signs of internal rebalancing.

According to Polymarket data, the probability of the CLARITY Act being signed into law in 2026 rose to 52% on July 5, up 12 percentage points from July 3. The U.S. County Sheriffs Association, which had previously opposed the bill due to concerns about its impact on illegal financial investigations, has now shifted to not opposing it, reducing resistance and increasing the likelihood of Senate passage. However, the banking industry's opposition to stablecoin yield products and DeFi regulation remains a major uncertainty.

Mars Finance News, Hon Hai, a server assembly partner of Nvidia, reported a 40% increase in quarterly sales, stronger than expected, and said demand for artificial intelligence (AI) is growing further. Hon Hai said in a statement on Sunday that it expects AI cabinet shipments to maintain momentum in the current quarter, while demand for information and communication technology products is entering the peak season. The statement also said that overall operations are expected to achieve sequential and year-over-year growth. Hon Hai has established itself as a key player in AI hardware by assembling servers equipped with Nvidia accelerators. (Cailianshe)

The Kobeissi Letter pointed out that leverage in South Korean chip stocks has gotten out of control. It tracked leverage and inverse ETFs tied to SK Hynix with total assets of about $19 billion—more than four times the average daily trading volume of about $4.5 billion. The total assets of Samsung-related leveraged ETFs are about $12.4 billion, exceeding 176% of the average daily trading volume. The Hong Kong 2x long SK Hynix ETF has assets of about $13 billion, which is the largest leveraged tracking gap among major stocks. The leveraged ETF assets for MU, TSLA, and NVDA are about $9.9 billion, $6.0 billion, and $5.6 billion respectively, far below their average daily trading volumes, indicating that leverage in South Korean chip stocks is highly concentrated.

Mars Finance News: The China Payment and Clearing Association has released a warning to help prevent cross-border gambling scams involving virtual-coin top-ups. The move is intended to help the public improve their awareness of anti-fraud and their ability to recognize, avoid, and resist scams. The China Payment and Clearing Association reminds that cross-border gambling is “ten gambles, ten losses,” and that gambling using virtual currency is more covert and riskier. Participating in gambling and providing funds for gambling activities are illegal and non-compliant; the public should not participate in virtual-coin gambling transactions and should keep a firm bottom line on the safety of their funds.

Mars Finance reported that on-chain sleuth ZachXBT disclosed that a hacker withdrew approximately 3,200 ETH via Tornado Cash on July 2-3, involving two private key leakage incidents. The funds were laundered through Circle's CCTP cross-chain bridge for about $5,500,000, after which USDC was transferred to 7 deposit addresses on Arbitrum. The flow of funds follows a typical decentralized money laundering route, utilizing mixers and cross-chain infrastructure to reduce traceability. The relevant assets are still in continuous circulation.

Stablecoins are growing rapidly in Latin American cross-border payments, but the price advantage has yet to materialize—the key issue is the lack of deep, scalable liquidity pools and trust infrastructure. Companies like Caliza mitigate risk and drive standardization by operating in parallel with existing systems, leveraging global payment clearing networks, and building their own licenses and banking relationships. True market success depends on the complete integration of licenses, fiat on-ramps/off-ramps, and liquidity; otherwise, they remain merely intermediaries.

South Korean government plans to establish a future response fund, using additional tax revenue from the semiconductor boom to finance the government's three major "super projects", cultivate new growth drivers, alleviate K-shaped divergence, and provide housing, entrepreneurship, and employment support for people aged 20-39, in order to enhance long-term competitiveness and achieve the president's goal of "global irreplaceability".

Saylor says that in the next decade, Bitcoin will be driven by capital flows and application expansion, with protocol-level changes diminishing and the base layer becoming more stable, making it a globally neutral scarce asset around which credit and governance will revolve. In the future, it will be dominated by capital flows such as ETFs, central bank reserves, and bank credit, with the halving effect being replaced by capital-driven dynamics. Custody transparency, proof of reserves, and risk management will become important. By 2036, Bitcoin will be more widely held and institutionalized, becoming an important collateral asset in the digital credit market, with the base protocol remaining relatively stable.

Keruid subscribed to Aikesa Technology Chengdu's new registered capital with its own funds of 80 million yuan, holding 11.7647% after the capital increase. The company stated that this move is to seize opportunities in emerging industries and promote strategic transformation and upgrading. The target company has not yet turned a profit and is still expected to incur losses in 2026, with significant uncertainty regarding investment returns. Aikesa focuses on the research, development, and production of aerospace-grade storage chips and satellite-borne storage systems, providing SSDs, controller chips, and satellite-borne storage solutions for low-orbit/high-orbit satellites and spacecraft.

Mind Electronics’ controlled Guangxin Microelectronics increased its price by 10–20% in June. Production capacity and orders are fully booked. Its Phase I has a monthly output of 100,000 6-inch wafers, and it is expanding production through capital, bank financing, and a share placement to increase capacity, aiming to reach full production as soon as possible and advance Phase II. Its stake-held company Jingrui Electronics raised its prices by about 15% in June, effective 7/1. It has completed 200 million yuan in financing and is building new monocrystalline ingot production. Production is expected to begin by the end of this year or next year, which is expected to help form a complete domestic silicon wafer full industrial chain and achieve mass production of SOI. The MOSFET sales of the controlled company Guangwei Integration increased from a thousand units at the beginning of 2025 to more than 10,000 units per month now, and are expected to rise further.

Mars Finance News, July 5 - According to Lookonchain monitoring, trader 0xf349 spent only $754 yesterday to buy 5.1 million Meme coins CZ, which are now worth $271k, a return of 357 times. In the past 2 months, he has traded 260 tokens with a win rate of 31.88%, and most of the trades resulted in losses.

Mars Finance News, Yongding Co., Ltd. (600105.SH) announced that it expects the net profit attributable to shareholders of the listed company for the first half of 2026 to be RMB 500 million to RMB 700 million, a year-on-year increase of 57% to 120%. The performance change is mainly due to the optical communication sector benefiting from the advancement of the digital economy and the explosion of AI computing power demand, leading to a simultaneous increase in volume and price in the optical fiber market, resulting in a substantial increase in sector profits. Xiaocai Note: The company's Q2 net profit is expected to be RMB 341 million to RMB 541 million, and Q1 net profit was RMB 159 million. Based on this, Q2 net profit is expected to change by 114% to 240% quarter-on-quarter. (CLS)

Serenity pointed out that Liu Qiangdong revealed that in the future, robots will gradually replace approximately 700k delivery personnel, and the company will collaborate with about 120 schools to provide training for transitioning to robot maintenance and other roles. This aligns with Amazon's approach of reducing hiring demand, indicating that the commercialization of robots is accelerating. The logistics industry is shifting from manual delivery to robot operation and maintenance, and this trend may expand to global platforms such as DoorDash, Uber, and Mercado Libre. The pace of this shift may be faster than market expectations.

Mars Finance News, according to Lookonchain monitoring, after five months of dormancy, the Step Finance attacker sold all 261,933 SOL (worth $21.4 million), bridged the funds to Ethereum, and then purchased 12,128 ETH. Subsequently, the attacker deposited these ETH into Tornado Cash for money laundering.

The South African Revenue Service has published the "Draft Guide on the Taxation of Crypto Assets" for public comment, with feedback due by August 31. The guide focuses on key tax law points related to crypto assets, without covering all sections, though some provisions not directly mentioned also apply to relevant transactions. The guide states that South Africa's tax system is residence-based, with tax residents paying tax on global income, including income and capital gains from crypto assets listed on foreign exchanges; non-residents may also be liable if income arises from South Africa or if asset disposal meets relevant provisions.

Mars Finance News, Michael Saylor posted on X platform stating that strong consensus is Bitcoin's immune system, transaction fees price block space, nodes set policy, miners build blocks, and holders allocate capital. Protocol changes must achieve overwhelming consensus, so bad ideas fail before becoming interventionist bad protocol changes.

According to Australian media, Anthropic plans to secure at least 1.4 GW of data center computing power in Australia, with a total investment of up to $15 billion, and at least 1 GW will be operational by the end of next year at the latest. Based on the plan to build a 1.4 GW campus with long-term partners, the final investment decision is about six weeks away, and the project may be split into 4–5 smaller contracts.