1名巨鲸盘前做多近3000份GOOGL，系今日该标的唯一百万级新仓
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South Korean semiconductor stocks plummeted, triggering five large-scale liquidations of SKHX shares, including the liquidation of a whale long position worth approximately $2 million.
According to BlockBeats, on July 7th, Hyperinsight monitoring showed that during the sharp drop in South Korean semiconductor stocks today, SK Hynix (SKHX) long positions on Hyperliquid were subject to concentrated liquidation, with addresses starting with 0x4b2 becoming one of the largest liquidation targets in this round. The whale had placed a long position in SKHX around $1,620 on the evening of July 5, totaling 2,000 contracts, amounting to approximately $3.24 million. Between 9:00 AM and 1:00 PM today, a total of 5 SKHX long positions were liquidated, ranging from $1454.1 to $1382.7, totaling 1344.64 contracts, with a notional amount of approximately $1.916 million, resulting in a loss of $271,000. As of press time, the address has added to its position again, holding 1152,758 long SKHX contracts, with a notional size of approximately $1.656 million and a next liquidation threshold of $1388.56. - HyperInsight Bot is now live. Add @HyperInsightBot to the Telegram community and set it as an administrator (message sending permission required) to automatically sync on-chain information.
"Whale Tracking": Have South Korean stocks bottomed out? SK Hynix's largest long position adds $2 million against the trend.
According to BlockBeats, on July 7th, Hyperinsight monitoring showed that the whale starting with 0x0ad, discovered yesterday, failed to cut its losses during today's continued sharp decline in South Korean semiconductor stocks. Instead, it continued to increase its holdings after SK Hynix (SKHX) fell to around $1400. As of press time, this address had opened 97 long positions, accumulating 1428,571 units, approximately $2 million. After adding to its position, its SKHX long position increased to 6,523.79 units, equivalent to approximately $9.024 million, with an average price of $1,559.32. The current price is $1,383.30, resulting in a floating loss of approximately $1.148 million. Currently, this address holds approximately $7.53 million in long positions in MU, with a floating loss of approximately $978,000. Two semiconductor long positions total approximately $16.554 million, with a floating loss of approximately $2.126 million. Above this address are 5,095 SKHX sell orders for profit-taking, priced between $1,604 and $1,615, with a notional amount of approximately $8.184 million. Previous report: "Whale Discovery" - SK Hynix's largest long position has invested $2.7 million, and is already showing a paper loss of $370,000. - HyperInsight Bot is now live. Add @HyperInsightBot to the Telegram community and set it as an administrator (message sending permission required) to automatically sync on-chain information.
SK Hynix continued to fall by 4.4% during the session, with two whale briefly opening a $3.3 million long position in SKHX.
According to BlockBeats, on July 6, Hyperinsight monitoring showed that SK Hynix continued to decline during the trading session in South Korea. The SKHX on the Hyperliquid platform is currently trading at $1,540, having fallen as much as 4.4% since the market opened. Two whale completed their long positions in SKHX after the market opened today, opening a total of $3.3 million, with average prices of $1,613 and $1,598 respectively. Both are currently showing slight unrealized losses. The most recent liquidation level for the two whale is at $1,513.5, less than $20 away from the current price. This week's news includes Samsung releasing its preliminary second-quarter results, the release of the Federal Reserve meeting minutes on July 8, and SK Hynix's ADR pricing and listing on Friday. South Korean media are calling it a "week of destiny" for the semiconductor industry. - HyperInsight Bot is now live. Add @HyperInsightBot to the Telegram community and set it as an administrator (message sending permission required) to automatically sync on-chain information.
Alphabet (GOOGL.O) fell 1.3% in pre-market trading.
Odaily that Alphabet (GOOGL.O) shares fell 1.3% in pre-market trading. This follows reports that Alphabet's Google lost a €4.1 billion antitrust lawsuit against Android in an EU court.
Google loses lawsuit in EU court over €4.1 billion Android fine.
BlockBeats reported on July 2nd that Google's long-running battle with the European Union over a €4.1 billion (approximately $4.7 billion) antitrust fine has finally ended in defeat. The European Court of Justice ruled on Thursday that the regulator's penalty against the US giant for abusing its market dominance in the Android operating system was correct. The European Court of Justice ruled that Google's appeal against the European Commission's penalty should be dismissed. This ruling is legally binding and represents a significant victory for the regulator. The EU has been litigating against Google in the European Court of Justice since the first fine was issued in 2018. In a statement regarding the ruling, the court said: "The appeal by Google and its parent company Alphabet against the decision of the General Court of the European Union has been dismissed, thus upholding the penalty against Google Search for abusing its market dominance in the Android operating system market."
Grid bottlenecks have become the biggest obstacle to the expansion of AI computing power, with over 2,500 gigawatt projects worldwide waiting to be connected to the grid.
According to BlockBeats, on June 30th, the expansion of artificial intelligence infrastructure is facing a severe power supply bottleneck: data center construction cycles are typically measured in years, while grid expansion often takes more than a decade, and this time mismatch is reshaping the global AI deployment landscape. According to the International Energy Agency (IEA), projects worldwide, including renewable energy, energy storage, and large-scale new loads such as data centers, currently have over 2,500 gigawatts of capacity waiting to be connected to the grid. Texas, USA, is particularly affected, with ERCOT tracking over 438 gigawatts of large-scale load grid connection applications, nearly 90% of which are from data centers. The first feasible transmission plan is not expected to be released until the fall of 2027. Faced with this predicament, mega-corporations such as Microsoft, Google, and Amazon have turned to direct investment in stable power sources to bypass the congested public power grid: Microsoft signed a 20-year agreement to support the restart of a nuclear power unit in 2028; Google pledged to invest in multiple small modular reactors and strive for first power generation by 2030; and Amazon acquired a campus near a nuclear power plant and secured gas-fired power supply through the Chevron Kilby project, planning to gradually increase its capacity to 2.67 gigawatts. Meanwhile, the U.S. Federal Energy Regulatory Commission issued a "Statement Order" in June, requiring grid operators to explain cost-sharing and co-location arrangements for large loads, gradually tightening the previously regulatory gray area. Capital response paths also vary by region. In higher-risk markets, Gulf sovereign wealth funds are shifting from passive allocation to direct equity participation. These include Saudi Arabia's PIF's HUMAIN, Abu Dhabi's MGX, the Qatar Investment Authority, and the Temasek/Kuwait Investment Authority, using patient capital to fill commercial financing gaps. Meanwhile, Turkey faces challenges due to restrictions on private power generation permits and a TEİAŞ monopoly on grid transmission, making it difficult to replicate the US experience in the short term for private nuclear power and captive power plant models. The key variable determining the next round of computing infrastructure development is no longer chip performance or cost curves, but rather whether specific nodes can deliver licensed, dispatchable power within a 24-48 month commercial window. --------------------------------- Click the original link below to join Beating · Lark AI news channel for 24/7 monitoring of global AI hotspots and news.