According to BlockBeats, on July 1st, on-chain analyst Ai Yi (@ai_9684xtpa) monitored a newly established address cluster that went long on 800 BTC, with a total holding of over $46.88 million and a floating loss of $450,000. The whale's newly opened position today opened at $58,585.

According to BlockBeats, on July 1st, Hyperinsight monitoring showed that SpaceX is only 6 days away from its official inclusion in the Nasdaq 100 index on July 7th. Ahead of this positive development, the open interest in SpaceX on the Hyperliquid platform reached $186 million, with 24-hour trading volume increasing to $260 million. SPCX is currently trading at $173, up 6% in the last 24 hours, continuing its strong pre-market performance.

Large funds that recently completed their initial positions have not significantly followed this positive news. Of the eight whales who opened new positions and have held them to date, only one has opened a long position. This address happens to be the only profitable whale recently, currently holding a long position of 20,000 units of SPCX with 8x leverage, worth approximately $3.46 million, at an average price of $160.5.

As the stock price rose, the address's unrealized profit reached $255,000 (+38.9%). Its average holding time is only about 12 hours, but this time it has held a long position for nearly 2 days. It usually completes its position building and betting on the direction before earnings reports and related positive news. Its recent main holdings cover DRAM, NVDA and MRVL.

In the overall on-chain holdings, the average price at which large holders established long positions was $183.77, and most of these long positions are still in a state of deep loss. The average price at which short positions were established was $171. Currently, the stock price has risen above the short position establishment line, which means that short positions that were previously established or had previously made a profit are also under pressure and most have turned to losses.

- 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.

According to BlockBeats, on July 1st, Samsung Electronics and SK Hynix are negotiating with upstream substrate suppliers regarding delivery prices for the second half of the year, leaning towards lowering prices or even withdrawing the average price increase of 3% to 4% implemented at the beginning of the year. Earlier this year, in response to the sharp rise in raw material costs such as gold and copper, the two chipmakers agreed to raise substrate supply prices; however, with raw material prices stabilizing, the negotiation balance has shifted in favor of the buyers. An Youngwoo, Secretary General of the Korea PCB and Semiconductor Packaging Industry Association, revealed that most substrate companies have received clear demands for lower prices from customers. If the price reduction is implemented, the price increases in the first quarter will be completely reversed, and the substrate industry is expected to face price reductions as early as next month. Substrate manufacturers will face a "double dilemma"—raw material procurement costs remain high, while delivery prices face declines, squeezing profit margins from both ends, potentially constraining capital expenditure and next-generation technology research and development.

The pressure to reduce prices is particularly severe for mid-sized substrate manufacturers. Many mid-sized companies are currently not included in the raw material cost linkage mechanism—a mechanism designed to distribute price volatility risk reasonably among all parties in the supply chain—but these companies remain excluded. The KPCA points out that the substrate industry is highly sensitive to raw material prices; if the cost burden is disproportionately concentrated on substrate manufacturers, it will directly weaken their investment capacity and undermine their technological competitiveness. The association has explicitly called on semiconductor manufacturers to postpone price reductions and extend the benefits of the economic cycle upstream in the supply chain, and has proposed a series of institutional recommendations: expanding the delivery price linkage mechanism from large enterprises to mid-sized enterprises; establishing a supply chain symbiotic negotiation mechanism involving the government and industry; increasing policy support for key mid-sized enterprises in the supply chain; and building a cooperative framework to ensure the sustainable competitiveness of the supply chain.

According to BlockBeats, on July 1st, Binance officially announced that it will delist the following spot trading pairs ahead of schedule: BIGTIME/USDC, BTC/EURI, CTK/BNB, CTK/BTC, ETH/EURI, ETH/PLN, GUN/BNB, JST/BTC, ZEN/BTC, BTC/PLN, USDC/PLN, and USDT/PLN. The original plan was to delist them on July 3rd.

Even after delisting, the tokens can still be bought and sold through other trading pairs. At the same time, the related spot trading robot service will be terminated. Users are advised to take precautions in advance to avoid losses.