Specter：炫富网红 kimchi 相关钱包涉多起代币发行、捆绑交易与 Rug Pull
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A summary of key pre-market news for US stocks: SpaceX donates shares to the "Trump account," and SK Hynix initiates its roadshow for a US IPO.
According to Odaily Odaily, the following are key financial news items in the US stock market that investors should pay attention to: 1. US stock index futures are mixed. Dow Jones futures are down 0.13%, S&P 500 futures are up 0.41%, and Nasdaq 100 futures are up 1.17%. 2. International oil prices fluctuated narrowly. WTI crude oil futures fell 0.76% to $68.167 per barrel; Brent crude oil futures fell 0.71% to $71.605 per barrel. 3. International spot gold and silver prices both declined. Spot gold fell 0.69% to $4,145.79 per ounce; spot silver fell 0.66% to $61.95 per ounce. 4. Semi-analytical research firm SemiAnalysis has published a report indicating that NVIDIA's Kyber NVL144 rack architecture may face delays. The firm attributes this to "significant challenges remaining in the manufacturing process of the PCB midplane" and predicts that delivery will be postponed until 2028. 5. Broadcom will develop custom (ASIC) chips for Apple, and the two companies have agreed to expand their technological collaboration until 2031. Broadcom shares rose more than 4% in pre-market trading. 6. SpaceX President and Chief Operating Officer will donate a portion of SpaceX shares to the "Trump Account" as part of the "Invest in America" program. 7. SK Hynix has officially launched its roadshow for a US IPO. The offering size is approximately $28 billion, potentially making it one of the top three largest IPOs in global history.
Trump increases war spending by $1.5 trillion; SpaceX-affiliated military upstarts rush into the hypersonic missile race.
According to Mars Finance, on June 30th, the Trump administration submitted an unprecedented $1.5 trillion defense budget request, while simultaneously pushing for procurement system reforms, emphasizing speed and efficiency, due to the depletion of US arms stockpiles caused by multiple wars. This trend is triggering a new round of competition among states for investment and jobs in the defense manufacturing industry. Castelion, a startup founded by three former SpaceX employees, is applying SpaceX's business model to the hypersonic missile field. The company has signed contracts with various branches of the military, committing to deliver at least 500 missiles annually, using a "fixed-price contract" model that transfers cost risk from the government to the contractor, unlike the traditional "cost-plus" model. The company has already raised over $550 million in private capital. After a year of site selection, Castelion finally chose Sandoval County, New Mexico, to build a 1,000-acre manufacturing park, with a total investment of $220 million, expected to create 300 high-paying jobs and generate $650 million in economic benefits over ten years. The state stands out due to its abundant land resources, the talent pool of Sandia and Los Alamos National Laboratories, and its efficient bipartisan government coordination mechanism. The company stated that just six months after breaking ground, construction has begun on 15 of the 21 buildings in the park.
CryptoQuant: Local Top and Pullback Imminent
According to Foresight News , CryptoQuant analyst Crazzyblockk stated that when crowded long positions, depleted spot trading volume, and whale selling occur simultaneously, it usually indicates a local top and an impending pullback.
One hour before Trump's statement, a short position of 21 million (long oil, short Nasdaq) saw significant profits after investors added to their short positions.
According to BlockBeats, on July 8th, Hyperinsight monitoring showed that an address starting with 0xec4 had already established a long position in Brent crude oil with 20x leverage two days prior. Then, approximately one hour before Trump's Middle East statements triggered a market surge, a short position in the Nasdaq 100 was significantly increased with 30x leverage. Subsequently, oil prices jumped, and risk assets came under pressure, leading to profit-taking on both sides. As of press time, the two highly leveraged positions at this address had a combined unrealized profit of approximately $510,000. The return on the Brent crude oil long position reached 189%, and the return on the Nasdaq 100 short position reached 37%. The entry times were as follows: July 6th afternoon: Brent crude oil long position established with 20x leverage; July 7th evening: Nasdaq 100 mapped contract (XYZ100) opened with a base position of approximately 200 contracts with 30x leverage; This afternoon (approximately 1 hour before the statement): Significantly increased short positions, pushing the XYZ100 short position to 600 contracts, valued at approximately $17.304 million, completing the setup just before the news was released. On the news front, Trump's latest statement indicated that the temporary ceasefire arrangements between the US and Iran may have ended, and the market re-priced in Middle East geopolitical risk premiums. Reports indicate that crude oil futures jumped approximately 5% after the statement. Current core positions: Brent crude oil (BRENTOIL) long positions: 50,000 contracts, approximately $3.915 million, average price $71.8645, liquidation price $37.26, unrealized profit approximately $322,000; Nasdaq 100 mapped contract (XYZ100) short positions: 600 contracts, approximately $17.304 million, average price $29,108.44, liquidation price $32,119.96, unrealized profit approximately $161,000.
Trump: US-Iran Memorandum of Understanding "Ended"
According to Foresight News , citing data from Jinshi Data, US President Trump commented on the memorandum of understanding with Iran, saying, "I think it's over. I don't want to deal with them. They're a bunch of 'sick people.'" The decision on whether to continue negotiations with Iran is the responsibility of Witkov and Kushner.
AXIOS: Trump administration lifts restrictions on OpenAI's GPT 5.6
According to Foresight News , citing AXIOS, the Trump administration has lifted restrictions on OpenAI's GPT 5.6, and the Department of Commerce has approved OpenAI to widely roll out its GPT 5.6 model.