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Bernstein: AI Computing Power Continues to Expand, Semiconductor Equipment Valuation Has Upside Potential

According to TechFlow Research, Bernstein released a semiconductor equipment industry research report on July 20, 2026, estimating that AI data center expansion will significantly drive equipment demand.

Binance Will Launch SHAZ and Other USDT-Margined TradFi Perpetual Contracts

According to the official announcement, Binance will launch multiple USDT-margined TradFi perpetual contracts today, including SHAZUSDT (09:00 UTC), SOFIUSDT (09:05 UTC), PANWUSDT (09:10 UTC), and PENGUSDT (09:15 UTC) perpetual contracts, with US stocks SharonAI Holdings, SoFi Technologies, Palo Alto Networks, and Penguin Solutions as the underlying assets, supporting up to 25x leverage and 24/7 trading.

Pons: 20% of PONS Supply Burned in 8 Days; Platform Revenue to Be Used for Ongoing Buybacks

Odaily Pons stated on platform X that since its launch 8 days ago, 20% of the total supply of $PONS has been burned. The team stated that the Pons treasury will continue to use platform revenue to purchase $PONS in the future.According to GMGN market data, the market cap of the Robinhood ecosystem token PONS is currently reported at $30 million, with an intraday gain exceeding 100%. Odaily reminds investors that this token experiences extreme price volatility, often driven by market sentiment and hot topics, and lacks substantial value support. Investors should be aware of the associated risks.

OKX Wallet Launches "Social Login," Enabling Self-Custodial Wallet Creation via Email and Other Accounts

according to official sources, OKX Wallet has now launched "Social Login," allowing users to create a wallet in seconds using their email, Apple, or Google accounts, without the need to record or back up a seed phrase throughout the process. Wallets created via social login remain self-custodial; the seed phrase and private key will be generated, stored, and used for signing within a TEE (Trusted Execution Environment). OKX cannot access or export the user's private key, ensuring users always maintain control over their assets. Users can export their private key or convert to a standard seed phrase wallet at any time.It is reported that OKX Wallet's "Social Login" adopts a unified account system. One account can seamlessly connect across the App, browser extension, web platform, and Agent, automatically restoring the same wallet upon login. The initial launch supports 19 chains, including X Layer, Solana, among others, and natively supports trading scenarios such as Swap, cross-chain transactions, limit orders, copy trading, and RWA.

MGBX to List FWDIUSDT, BNCUSDT, INTWUSDT Perpetual Contracts

according to official sources, MGBX will list FWDIUSDT, BNCUSDT, and INTWUSDT perpetual contract trading pairs at 18:00 (SGT) on July 21, 2026. The trading will open at 18:00 (SGT) on July 21, 2026. FWDI and BNC support up to 20x leverage, while INTW supports up to 25x leverage.

Before Intel Earnings, "King of US Stock Trading" Reopens 2.52 Million INTC Long Positions, Previously Pocketed $920,000 on Same Underlying

Intel will release its second-quarter 2026 earnings report after the market close on July 23 Eastern Time (early morning on July 24, Beijing Time). The company previously expected quarterly revenue of $13.8 billion to $14.8 billion, with non-GAAP earnings per share of $0.20.

PopDEX builds high-performance on-chain trading infrastructure based on Morph Tachyon, driving performance upgrades for on-chain perpetual trading.

According to official announcements, Morph has officially launched Morph Tachyon, an independent Layer 1 network built specifically for on-chain trading. As one of the first projects to build trading infrastructure on Morph Tachyon, the decentralized perpetual contract trading platform PopDEX will establish a high-performance on-chain trading environment based on Morph Tachyon, further enhancing the execution efficiency and user experience of on-chain derivative trading. Leveraging Morph Tachyon's high-performance on-chain trading scenario design and independent consensus and settlement architecture, PopDEX achieves a 200ms target block time, up to 200,000 TPS throughput capacity, and instant finality. Building on these high-throughput processing capabilities and trading-native architecture, PopDEX will further strengthen on-chain trading execution capabilities, supporting faster and more stable order processing and market interaction, providing traders, market makers, and liquidity providers with an on-chain trading experience closer to professional trading platforms. Both parties will continue to collaborate on on-chain trading infrastructure, jointly promoting the development of a higher-performance, higher capital efficiency on-chain market.

Binance Adjusts Collateral Rates for Multiple Assets and Updates Futures Leverage & Margin Tiers

Odaily Odaily News, according to an official announcement, Binance will update the collateral rate and tiered collateral rate for Portfolio Margin and PMPro at 2026-07-24 06:00 UTC (14:00 Beijing time). The affected assets include ALGO, PUMP, WLD, JTO, TRUMP, etc. In addition, Binance Futures will adjust the leverage and margin tiers for several USDⓈ-M perpetual contracts at 06:30 UTC (14:30 Beijing time) on the same day. The contracts include C98USDT, CHRUSDT, LQTYUSDT, NILUSDT, USUALUSDT, SPELLUSDT, ONEUSDT, AEVOUSDT, CGPTUSDT, BANKUSDT, GUNUSDT, LAUSDT, OPNUSDT, KATUSDT, STARUSDT, and ZILUSDT. The announcement reminds users that changes in collateral rates may affect the Unified Maintenance Margin Ratio (uniMMR) and could lead to a risk of position liquidation.

SpaceX to Release Q2 2026 Financial Report on August 4

SpaceX announced on the X platform that it will release its financial and operational results for the second quarter of 2026 on August 4, 2026.

UBS: Semiconductors Enter Differentiation Phase, AI Crowded Trade Continues

According to Chaoxiang Research, UBS released a SemiBytes Flash Note on July 20, 2026, judging that the semiconductor sector is transitioning from a broad-based rally to a phase of severe divergence, while the AI-themed crowded trade continues. The report covers five core topics. The release of Kimi K3 drives another upgrade in open-source model scale; longer context windows boost demand for HBM and storage, with NVIDIA being the biggest beneficiary. Micron's cumulative free cash flow over the next few years is expected to exceed $400 billion; after the buyback ban is lifted, the theoretical buyback ratio could exceed 40%, which is not yet fully priced in by the market. Divergence within the analog chip sector is intensifying; stocks with higher AI exposure have gained a 42x P/E premium, while valuations for stocks with automotive and industrial exposure remain near historical averages. Position crowding data shows that Lam Research, Broadcom, Seagate, Micron, and AMD remain in a state of extreme long positioning crowding.

Gate launches KIMIUSDT (Moonshot AI) pre-market perpetual contract trading

according to official sources, Gate has now launched KIMIUSDT (Moonshot AI) pre-market perpetual contract trading (USDT settlement), supporting 1-10x leverage.Moonshot AI is an AGI unicorn independently developing general-purpose large models, ranking among the top tier of AI startups in China in terms of financing scale and technical performance.

Bitget Launches Industry's First TradFi Quanto Perpetual Contract, Initial Underlying Asset MINIMAX

Bitget announces the listing of the MINIMAX Quanto Perpetual Contract MINIMAXHKDUSDT, supporting up to 20x leverage and 7×24-hour trading. As the industry's first TradFi Quanto Perpetual Contract, this product allows users to directly trade non-USD denominated overseas stocks such as HK stocks using USDT, without the need for foreign currency exchange throughout the process. The contract itself is quoted in HKD, while margin deposits and profit and loss settlements are both completed in USDT, simplifying the trading process while effectively avoiding additional risks caused by exchange rate fluctuations. According to the TokenInsight Q2 2026 Report, TradFi Perpetual Contracts have become the fastest-growing sector, with monthly trading volume surging from approximately $52 billion in January to $268 billion in June, a 5-fold increase. Against this backdrop, Bitget's TradFi contract trading volume in Q2 was approximately $69 billion, ranking second in the industry with a market share of 11.01%.

OKX Launches RLUSD Holding Rewards Program, with Annualized Yield Up to 10%

Odaily报道,据官方消息,OKX将于2026年7月21日上线RLUSD持仓收益活动。用户持有RLUSD无需申购、赎回或锁仓,即可自动获得持仓收益;其中,持仓用户前2,000 RLUSD立享10%年化收益。此外,VIP用户年化收益最高可达4.1%,且持仓不设上限,普通用户可享3.5%年化收益。奖励将支持选择以RLUSD或XRP形式发放。用户可在OKX账户"赚币"—"RLUSD Rewards"参与并查看持仓及收益情况。据悉,RLUSD是一种锚定美元的稳定币,由Ripple子公司Standard Custody & Trust Company发行。

Robinhood Chain Mainnet Launches for 3 Weeks, Protocol TVL Reaches $262 Million, Transactions Hit 120 Million

RobinHub posted on platform X, stating that data shows since the launch of the Robinhood mainnet three weeks ago, the number of transactions has reached 119.75 million, the number of blocks has reached 15.25 million, the number of unique sending addresses has reached 1.66 million, the protocol TVL has reached $262 million, the number of deployed contracts has reached 974,300, the number of ERC-20 tokens has reached 396,000, the number of NFT collections has reached 9,090, and the number of DEX transactions has reached 46.66 million.

Fluidstack Completes $830 Million Series A Funding Round, Valuation Reaches $7.5 Billion

According to official sources, Fluidstack stated that the company completed an $830 million Series A financing round in January this year, with a valuation of $7.5 billion. The round was led by Situational Awareness, with participation from multiple well-known investment institutions. The company primarily provides infrastructure for leading artificial intelligence laboratories, aiming to accelerate hyperscale computing deployment speed and support the deployment of hundreds of gigawatts-level computing resources.

Bitget 上线 NVDL、TSLL 等 8 只股票永续合约

据官方公告,Bitget 已上线 NVDL(2 倍做多英伟达 ETF)、TSLL(2 倍做多特斯拉 ETF)、AAPU(2 倍做多苹果 ETF)、MSFU(2 倍做多微软 ETF)等 8 只美股杠杆及 ETF 永续合约。 上述合约均以 USDT 结算,最高支持 20 倍杠杆,并支持 7×24 小时交易。截至目前,Bitget 股票合约共支持 230 只标的。更多详情可参阅 Bitget 官方平台。

U.S. Washington State Court Issues Preliminary Injunction Against Kalshi, Ruling Its Business Violates State Gambling Laws

that, according to Daniel Wallach, a U.S. Washington State court has issued a preliminary injunction against Kalshi, ruling that its operations violate Washington state gambling laws and constitute illegal gambling activities; moreover, the Commodity Exchange Act does not have the authority to supersede state-level gambling laws.

NVIDIA (NVDA): Multiple KOLs Bullish on AI Computing Power Demand Growth

According to monitoring by the BlockFlow KOL opinion aggregation platform, NVIDIA (NVDA) has received bullish views from multiple KOLs, with key arguments including AI model release speeds exceeding compute supply, Morgan Stanley issuing a best risk-reward rating, and continued growth in advanced packaging capacity.

Tencent Hunyuan Launches Agent Hyra-1.0

Tencent Hunyuan announced the launch of the first version of Hyra (Hunyuan Research Agent), Hyra-1.0. According to Tencent Hunyuan, this is an agent capable of recursive self-improvement, oriented towards performance-driven research and engineering tasks. In addition to model R&D and scientific discovery, Hyra can also enter open scenarios such as gaming, design, and content creation, continuously iterating strategic outputs based on self-play, self-evaluation, and user feedback.

Robinhood Now Supports Opening Accounts for AI Agents to Trade

Robinhood announced on the X platform that Robinhood is now open to AI agents. Users can open an agent account and connect an AI agent to it, after which the agent can conduct research, trade, and manage the investment portfolio on behalf of the user on the platform.