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The semiconductor research organization SemiAnalysis published an article stating that Nvidia is expected to experience a significant ramp-up in production capacity in the second half of this year (i.e., the second half of fiscal year 2027), with its data center computing business revenue projected to exceed current market consensus expectations by 20%.The organization noted that the issues previously delaying Nvidia's next-generation Rubin architecture chips due to technical bottlenecks with HBM4 have now been resolved, and initial reserves of front-end wafer supply have been completed, with large-scale mass production about to begin.In addition, SemiAnalysis emphasized that its forecast data is based on in-depth research across the entire industry chain, covering dynamics from upstream materials, wafer foundries, components, and server integrators, to downstream hyperscale cloud service providers and cutting-edge AI laboratories. Its tracking model also includes major AI chip ecosystem participants such as Broadcom, AMD, MediaTek, and Marvell.

The semiconductor research institution SemiAnalysis has released a latest analysis indicating that Changxin Memory Technologies (CXMT) has clearly become the world's fourth largest DRAM manufacturer. Although its production capacity and cash flow are continuously growing, the institution believes that Changxin Memory still faces multiple challenges in equipment, technology, and market, and will not end the current storage "super cycle" in the short term.In terms of specific challenges, export controls on advanced semiconductor manufacturing equipment (such as EUV, advanced etching, and TSV tools) severely restrict Changxin's expansion into more advanced processes and high bandwidth memory (HBM) fields; although domestic equipment (such as Zhongwei Company, Northern Huachuang, etc.) has alleviated some pressure, it cannot fully resolve the integration and yield bottlenecks across multiple process links, resulting in its technology still lagging behind leading manufacturers by several generations. Additionally, Changxin's market share is currently still highly concentrated in the Chinese domestic market, with global expansion limited by geopolitical factors and customers' willingness to diversify their supply chains.In response to market concerns that Changxin might "impact the global market with cheap chips," SemiAnalysis clarified that there is currently a severe structural shortage in the DRAM market, and the increase in Changxin's production capacity may even struggle to fully meet domestic demand in China. In fact, the prices of Chinese memory chips are also soaring significantly, in line with the global upward trend, and Changxin is similarly a beneficiary of the shortage premium. Therefore, Changxin Memory should be viewed as a long-term structural competitive force, and in the current context of accelerated AI demand and constrained supply, it cannot shake the fundamental super cycle dominated by leading manufacturers in the short term.

According to monitoring by Catcher Predict, in the market prediction event "NBA: Where will Giannis Antetokounmpo go?" on Polymarket, the "Yes" option for the sub-market "Miami Heat" experienced significant fluctuations in its winning probability, soaring from 50% an hour ago to the current 69.5% (a fluctuation of 19.5%). Please note the impact of related breaking news.

According to the U.S. Department of Justice, Rodney "Bitcoin Rodney" Burton, a resident of Miami, Florida, has pleaded guilty in federal court, admitting to participating in a cryptocurrency fraud scheme related to HyperFund, with an amount involved of approximately $1.8 billion.The U.S. Department of Justice stated that the project raised funds from investors through global financing and was used during its operation to promote fund transfers, constituting a large-scale cross-border telecommunications fraud network. Burton faces a maximum of 5 years in federal prison, with sentencing hearings scheduled for July 23. Law enforcement agencies indicated that the case is being jointly investigated by the IRS Criminal Investigation Division and the Department of Homeland Security Investigations.

According to monitoring by Catcher Predict, in the event "Arizona Diamondbacks vs. Miami Marlins" on the prediction market Polymarket, the win rate of the sub-market "O/U 10.5" for the "Over" option has experienced significant fluctuations, soaring from 28% an hour ago to the current 56% (a fluctuation of 28%). Please note the impact of relevant breaking news.

According to monitoring by Catcher Predict, in the predicted market event "Atlanta Braves vs. Miami Marlins" on Polymarket, the "Over" option in the sub-market "O/U 8.5" has experienced a sharp fluctuation in winning probability, rising from 70% an hour ago to the current 85% (a fluctuation of 15%). Please note the impact of related breaking news.

According to The Block, Kraken's parent company Payward has announced the completion of its acquisition of Bitnomial, marking its official compliance qualifications to provide cryptocurrency derivatives services in the United States.After the transaction is completed, Payward will hold a complete licensing system issued by the Commodity Futures Trading Commission (CFTC), including futures commission merchant (FCM), designated contract market (DCM), and derivatives clearing organization (DCO), allowing it to offer spot margin, perpetual contracts, and options trading services to eligible U.S. customers. Payward and Kraken co-CEO Arjun Sethi stated that the company will prioritize launching spot margin products on the Kraken platform, followed by a gradual rollout of perpetual contracts and options products.Bitnomial, headquartered in Chicago, is one of the few platforms in the U.S. with a complete cryptocurrency derivatives licensing system. After the acquisition, it will retain its original licenses and business structure and serve as the core vehicle for Payward's U.S. derivatives strategy.Additionally, Payward stated that this transaction will provide new access channels to the U.S. cryptocurrency derivatives market for partners such as banks, brokerages, and payment institutions. Previously, the company also received a $200 million investment from Deutsche Börse Group and has submitted a confidential listing application to the SEC.

Cryptocurrency exchange Kraken's parent company Payward announced that it will acquire 100% of the digital asset derivatives platform Bitnomial for up to $550 million (cash + stock). The transaction is expected to be completed in the first half of 2026, pending regulatory approval.Bitnomial is the first crypto-native platform to obtain all three U.S. derivatives licenses (designated contract market, derivatives clearing organization, and futures commission merchant). This acquisition will help Payward quickly gain a complete compliant derivatives infrastructure, significantly accelerating its expansion in the U.S. market. After the transaction is completed, Bitnomial's clearing and trading capabilities will be integrated with platforms such as Kraken and NinjaTrader, offering products like spot margin, perpetual contracts, and options to U.S. customers, and will be regulated by the CFTC.This acquisition will also expand Payward Services, allowing banks, fintech companies, and brokerages to access the U.S. compliant derivatives market through a single API. Industry insiders believe that with the market warming up and valuations recovering, merger and acquisition activities in the crypto industry are on the rise, as leading institutions are accelerating their transformation into comprehensive trading platforms for institutional clients by acquiring key capabilities such as compliance, custody, and derivatives.

According to Cointelegraph, Chicago-based cryptocurrency derivatives exchange Bitnomial has launched Injective monthly futures contracts, marking the first entry of the Injective token into the regulated derivatives market in the United States. The contract is settled in INJ, expires monthly, and allows traders to gain price exposure without holding the underlying asset, with all cryptocurrencies or USD available as collateral through Bitnomial.Institutional clients can trade the futures immediately, while retail trading is expected to open in the coming weeks through Bitnomial's Botanical platform. Bitnomial also plans to introduce INJ perpetual futures and options.Analysts state that the launch of the Injective futures contracts will begin a six-month trading record, which is expected to support the application for a spot ETF. Previously, Canary Capital submitted a staking-based INJ ETF application to the SEC.

According to The Block, the Chicago-based derivatives exchange Bitnomial has announced the launch of the first regulated Tezos (XTZ) futures contract in the United States, officially available for institutional investors, while retail users will participate in trading through its platform Botanical.The Tezos project was first proposed in 2014 and raised approximately $232 million in its 2017 ICO, which was one of the largest ICOs in history. Tezos is known for its "self-amending" governance mechanism and early adoption of PoS consensus.Bitnomial stated that it also plans to launch XTZ perpetual contracts and options products in the future. Tezos co-founder Arthur Breitman pointed out that the introduction of regulated futures helps improve price discovery and risk hedging mechanisms, promoting institutional participation. Bitnomial has previously been the first in the U.S. to launch compliant derivatives for several crypto assets, including XRP, Solana, and Aptos.

According to The Block, Chicago-based derivatives exchange Bitnomial has announced the launch of the first regulated APT futures product in the United States.The product will initially be available to institutional traders and will be opened to retail investors through the Botanical trading platform in the coming weeks.

According to Cryptobriefing, the U.S. Securities and Exchange Commission (SEC) cryptocurrency working group will visit Miami on January 27 to engage directly with early crypto project builders.The working group is touring multiple cities to gather feedback from project teams on policy reforms, aiming to establish a clearer regulatory framework for digital assets. SEC Commissioner Hester Peirce stated that the working group will actively interact with the crypto industry to develop a clear regulatory framework for digital assets.

According to Binance spot market data, the market has experienced significant fluctuations. LUMIA has dropped by 15.39% in the last 24 hours, while KGST has risen by 10% and reached a new high for today.In addition, EPIC has also shown a "high pullback" state, with a 24-hour decline of 10.56%. AVNT and ZBT have similarly experienced a "high pullback" state, with declines of 7.06% and 9.3%, respectively. The remaining tokens LS and TNSR have reached new lows for today, with declines of 5.4% and 5.24%, while the S token has hit a new low for the week, with a decline of 14.29%.

According to Binance spot data, the market has experienced significant fluctuations. CVC has dropped by 16.43% in 24 hours, and LUMIA has decreased by 20.29%, showing a "high and then low" state.In addition, LRC, LSK, TLM, FIDA, RAD, ALPINE, and POLYX have also shown a "high and then low" state, with declines of 6%, 6.56%, 7.92%, 8.17%, 6.65%, 8.78%, and 15.28%, respectively.

According to Binance spot data, the market has experienced significant fluctuations. LUMIA has increased by 5.26% in the last 24 hours, reaching a new high for today, while ORCA has slightly risen by 10.67% within 2 hours.At the same time, MLN, ONT, ILV, PORTAL, PARTI, KMNO, and MIRA have all shown a "high and then low" state, with declines of 5.2%, 6.05%, 5.8%, 5.2%, 6.5%, 7.67%, and 6.2%, respectively.

The cryptocurrency derivatives exchange Bitnomial has officially announced that it has received approval from the Commodity Futures Trading Commission (CFTC) to clear fully collateralized swap contracts, enabling it to offer prediction market services, which will currently focus on two main areas: cryptocurrencies and economic events.In addition, the exchange's clearing function, Bitnomial Clearinghouse, can also provide a wider range of clearing services to partners' prediction markets, thereby gaining collateral liquidity between USD and cryptocurrencies.

OKX showcased its new product CeDeFi at the Miami Web3 event in collaboration with Pudgy Penguins. The event demonstrated the practical applications of CeDeFi, showing users how to directly connect to tokens on Solana, Base, and X Layer within the OKX app.By seamlessly accessing the DEX market using existing OKX balances, the product provides on-chain participants with a simplified and unified trading experience.