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Factor is building modular building blocks for on-chain asset management: an infrastructure and liquidity layer for DeFi. All existing DeFi assets are aggregated under one roof, enabling the creation of novel instruments and strategies. It is a one-stop solution for protocols looking to boost TVL, treasury managers looking to hedge exposure and generate yield, or aspiring asset managers looking to build an on-chain track record.
Morgan Stanley Analyst Turns Bearish on Storage, Citrini Analyst Suggests It May Be a Factor in KOSPI's Pullback
: Citrini analyst Jukan stated on the X platform that a Morgan Stanley research report circulating in the market shows that analyst Shawn Kim has turned bearish on the memory chip industry. The report suggests that NAND module manufacturers' inventory has risen to about 13 weeks, with demand clearly cooling. It expects NAND price growth to slow to about 5% in the fourth quarter, with spot prices having fallen for two consecutive months. Meanwhile, Changxin Memory Technologies (CXMT) is rapidly expanding production capacity, and supply and demand are gradually balancing. The report also indicates that if the NAND market weakens, DRAM should also be viewed bearishly, and it predicts that the HBM market growth rate will be limited to about 40%.Jukan stated that he has verified the authenticity of the report with sources and noted that Shawn Kim has consistently held similar views recently, which could be one of the reasons for the recent sustained pullback in South Korea's KOSPI index.
Peter Brandt: Considering Selling Some Bitcoin to Buy Gold
financial trader and CEO of Factor LLC, Peter L. Brandt, stated he is considering selling some of his Bitcoin holdings to allocate the proceeds toward purchasing gold.Brandt believes that gold's future upside potential may surpass that of Bitcoin, prompting his plan to adjust a portion of his asset allocation.
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Morgan Stanley Analyst Turns Bearish on Storage, Citrini Analyst Suggests It May Be a Factor in KOSPI's Pullback
: Citrini analyst Jukan stated on the X platform that a Morgan Stanley research report circulating in the market shows that analyst Shawn Kim has turned bearish on the memory chip industry. The report suggests that NAND module manufacturers' inventory has risen to about 13 weeks, with demand clearly cooling. It expects NAND price growth to slow to about 5% in the fourth quarter, with spot prices having fallen for two consecutive months. Meanwhile, Changxin Memory Technologies (CXMT) is rapidly expanding production capacity, and supply and demand are gradually balancing. The report also indicates that if the NAND market weakens, DRAM should also be viewed bearishly, and it predicts that the HBM market growth rate will be limited to about 40%.Jukan stated that he has verified the authenticity of the report with sources and noted that Shawn Kim has consistently held similar views recently, which could be one of the reasons for the recent sustained pullback in South Korea's KOSPI index.
Binance Lowers VIP 3 Asset Threshold to $1 Million, OTC Spot Volume Counted at 4x Factor
: Binance has announced adjustments to its VIP Program. Effective from July 21, 2026, at 04:00 AM EST, the wallet asset requirement for VIP 3 will be reduced from $3 million to $1 million. Eligible users will gain access to benefits such as preferential fee rates, increased account limits, market information, and event invitations. Concurrently, Binance is modifying how OTC spot trading volume is counted towards VIP eligibility. Under the new rules, OTC spot trading volume will be multiplied by a factor of 4 and added to the total spot trading volume. For example, Binance states that $1 million in OTC spot volume will be counted as $4 million towards the applicable threshold. Previously, OTC-related eligibility was capped at VIP 4. Binance stated that by incorporating this broader spot volume metric, users who meet the BNB balance and other requirements can now advance up to VIP 9 within the full VIP framework. VIP trading fee rates will remain unchanged, and the system will automatically handle tier upgrades on a daily basis.
Peter Brandt: Considering Selling Some Bitcoin to Buy Gold
financial trader and CEO of Factor LLC, Peter L. Brandt, stated he is considering selling some of his Bitcoin holdings to allocate the proceeds toward purchasing gold.Brandt believes that gold's future upside potential may surpass that of Bitcoin, prompting his plan to adjust a portion of his asset allocation.