According to monitoring by Hyperinsight, the GOOGL long whale (0xC8b), disclosed last night, accumulated 38,800 GOOGL long positions between 10:00 PM yesterday and 4:00 AM today, with a total size of approximately $13.5578 million and an average price of $349.28. This represented an increase of about $2.8978 million from the previously disclosed position.

After the earnings report was released, the whale began reducing its position at 5:43 AM this morning and completely closed all long positions 2 hours ago, with a closing price of $330.29, recording a loss of $737,000.

This same whale had previously realized a profit of approximately $1.7178 million on MU long positions in the last round. Currently, its sole holding has shifted back to MU, with a 3x leverage long position of 24,600 contracts, valued at approximately $23.9561 million, an average entry price of $977.60, an unrealized loss of about $97,900, and a liquidation price of $354.91.

Odaily reports that Ondo Perps has now introduced a dual reward mechanism. Traders can earn a corresponding share of rewards from the USDC reward pool by inviting new users; trading volume generated from their own trades also contributes to the reward pool. At the same time, each trade will also earn Ondo Points based on trading volume and Open Interest. This means that from now on, every trade or invitation can simultaneously accumulate USDC reward shares and Ondo Points.

The first batch of points have already been calculated based on user trading activity since June 2nd (the early period of the platform's launch), with early participants receiving their points rewards first. Going forward, the platform will distribute 5 million Ondo Points weekly on a continuous basis. Traders can view their points directly in their accounts and continue to accumulate rewards through trading and invitations.

Odaily Odaily reports that CryptoQuant analyst Darkfost stated that institutional demand for Bitcoin is at a low level, with spot Bitcoin ETFs seeing a net outflow of $2.1 billion over the past 30 days. Strategy's demand for Bitcoin has been nearly zero for several consecutive weeks. The overall demand from Bitcoin reserve companies has dropped from approximately $6.6 billion in August 2025, when Bitcoin was around $115,000, to near zero now, when Bitcoin is about $65,000. Darkfost pointed out that this trend reflects market pessimism, but the period of lowest institutional demand often presents the best entry point for positioning.

Odaily reported that Treasury Secretary Scott Bessent posted on the X platform, expressing support for open-source AI and the innovation it brings, but emphasized that open-source is not an excuse for arbitrarily infringing upon U.S. intellectual property rights. If Chinese companies conduct covert, industrial-scale refinement attacks that cross the line into intellectual property theft, consideration will be given to imposing sanctions and placing them on the entity list.

Odaily, Kakao Group and Circle have signed a Memorandum of Understanding (MOU) to evaluate cooperation on blockchain-based payment infrastructure and digital asset technologies, including the application of USDC in scenarios such as payments, settlements, and digital asset connectivity.

Odaily Odaily News: Crypto analyst @fxtrader disclosed on X that according to data from the Korea Exchange on July 23, foreign investors recorded a net purchase of 2.6211 trillion won in the Korean main board market the previous day, setting a new high in nearly two months.

Odaily reported that Moonshot AI employee Randy responded on X platform to White House Office of Science and Technology Policy Director Michael Kratsios’ remarks regarding Moonshot AI using Anthropic’s Fable to distill and develop the K3 model. He stated that Fable made its public debut on July 1, while K3 was launched on July 15. The team trained a brand-new frontier model in just 15 days, a feat worthy of a Guinness World Record.

Odaily: World Labs, the AI company founded by Fei-Fei Li, has announced the acquisition of robotics company SceniX. The specific acquisition amount has not been disclosed yet. World Labs stated that robotics is an important carrier for bringing spatial intelligence into the real world, and future robot systems need to possess capabilities in environmental perception, spatial understanding, behavioral reasoning, and reliable execution. Following the acquisition, SceniX will be integrated into the World Labs team. Both parties plan to combine their respective strengths in spatial modeling and robotics technology to drive the implementation of more application scenarios.

Odaily Planet Daily News, crypto analyst qinbafrank posted on platform X stating that Google has clearly indicated for the first time that Google Cloud product revenue primarily comes from TPU system sales, meaning TPUs have become a significant revenue source for the cloud business. Furthermore, this quarter, the profit growth rate of the cloud business significantly outpaced its revenue growth rate, indicating that investments in AI infrastructure have begun to generate high capital returns. The quarterly capital expenditure of $44.9 billion is expected to correspond more to revenue and cash flow contributions over the coming years.

Against the backdrop of sustained demand growth, Google's capital expenditure is not expected to decline. However, the market's future focus is gradually shifting from the search advertising business towards a new valuation framework focused on how much capital is needed for AI investments and how much after-tax cash return these investments can generate. Concurrently, progress on the Gemini large model and Agentic Coding products remains a key area of market attention.

1. The U.S. House of Representatives passes a bill restricting lawmakers from trading stocks;

2. Tesla has held 11,509 BTC for nearly four years without buying or selling, recording an impairment loss of $112 million;

3. Multicoin Capital: No plans to sell HYPE, long-term bullish on Zama and Zcash;

4. Trump: Expects the U.S. federal government to face a "shutdown" in September;

5. U.S. SEC Statement: Vault and on-chain lending may involve securities regulation;

6. OpenAI plans to build a data center campus in Georgia worth at least $20 billion;

7. Tesla's Q2 revenue reaches $28.24 billion, up 26% year-over-year;

8. Alphabet's Q2 revenue reaches $119.8 billion, up 24% year-over-year;

9. Japan plans to launch a Bitcoin ETF in 2028, with personal funds potentially serving as the main source of inflows.

According to MSX.COM data, the KOSPI index has expanded its intraday gains to 4%, currently standing at 7072.44 points; SK Hynix rose over 6%, and Samsung Electronics gained more than 4%.