Intel's Premarket Pump Is a Liquidity Signal Crypto Traders Keep Misreading
While the headlines screamed about Microsoft's cloud beat and Amazon's capex...
Directory
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PompWhale
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2026-08-01
#supply chain
supply chain related articles
SK Hynix's Record Margins: The Hidden Bottleneck for AI and Crypto Mining
Over the past 7 days, the market shrugged off SK Hynix's Q2 2024 margin spike...
Analysis
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ZoeEagle
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2026-07-30
Iranian Bitcoin Mining Rigs Pile Up in Malaysia as Chinese Hashrate Demand Wanes: A Block-First Economic Autopsy
Iranian Bitcoin Mining Rigs Pile Up in Malaysia as Chinese Hashrate Demand...
Funding
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CryptoSignal
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2026-07-29
The Capital Pool That Remembers: How Hefei’s ‘Patience Capital’ Mines the Future of DRAM
Hook / Breaking You think the biggest risk in crypto is a smart contract...
Research
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CryptoEagle
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2026-07-28
The Day Silicon Valley Blinked: Why the Chip Crash is a Crypto Wake-Up Call
Hook: The Day Silicon Valley Blinked July 28, 2024. The Philadelphia...
Bitcoin
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0xLeo
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2026-07-28
Red Sea in Flames, Crypto in Flux: The Geopolitical Firewall We Ignored
The code whispers, but the soul listens. Yesterday, the whispers came from a...
Special
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CryptoStack
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2026-07-28
The Red Sea Chokepoint: How Houthi Ballistics Are Rewriting Crypto’s Geopolitical Beta
The Houthis didn’t just hit Saudi Aramco’s tank farms—they cracked open a fau...
Regulation
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MoonMoon
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2026-07-27
CXMT's $8.6B Shanghai IPO: The Hail Mary of Chinese DRAM or a Liquidity Trap?
Hook BREAKING: Chinese DRAM giant CXMT files for Shanghai IPO, aiming to raise $
Directory
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CryptoPrime
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2026-07-27
The S&P 500's Hidden Single Point of Failure: Why Crypto Investors Should Watch TSMC, Not Bitcoin
Second quarter 2024. S&P 500 earnings grew by 10% year-over-year. Nearly half...
Regulation
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CryptoVault
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2026-07-26
The Semiconductor Bounce: A Macro Signal for Crypto's Next Liquidity Phase
The Kospi's 5% bounce yesterday was not just a Korean equity story—it was a...
Prediction Markets
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CryptoPlanB
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2026-07-26
Zhongji Xuchuang’s $70 Billion Ghost: A Data Audit of a Semiconductor IPO’s Hidden Failure Modes
s heart. A single number in an IPO filing can change everything. Zhongji...
Mining
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ZoePanda
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2026-07-26
The Silent Bottleneck: How Bel Fuse Exposes the Power Grid’s Role in Crypto and AI Infrastructure
Electricity is not a commodity. It is the finality condition for every...
Directory
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CryptoEagle
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2026-07-25
The Invisible War Tax: How Washington's $375 Billion Iran Campaign Exposes the Fiat Ledger's Fatal Flaw
In the silence between the block hashes, I find myself pondering a more...
Special
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MetaMeta
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2026-07-24
Chip Wars and Crypto's Silent Bottleneck: What ASML and TSMC Mean for Blockchain Infrastructure
ASML's EUV backlog now exceeds 15 billion euros, and TSMC's 3nm capacity is...
Prediction Markets
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CobieWhale
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2026-07-24
Beyond the ASIC: Zhongji Xuchuang's HK IPO Exposes the Hidden Bottleneck in the AI-Crypto Compute Race
The 70 billion dollar question — literally. That is the figure circulating in...
Projects
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0xPlanB
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2026-07-24
The Tariff That Flattens DeFi Yields: Trump's Generic Drug Playbook and the 2028 Crash Window
On July 22, 2026, President Trump announced a staggered tariff on generic...
Projects
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MoonMoon
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2026-07-23
The Ghost in the Silicon: Why Intel's Denial with SK Hynix Echoes in the Blockchain Machine
Tracing the ghost in the machine — the Intel-SK Hynix rumor was never just...
Bitcoin
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BlockBoy
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2026-07-23
The Silicon Bridge: When Macro Risk Meets AI Certainty
On July 21, 2025, as news of heightened Iran tensions rattled oil markets and...
Regulation
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0xIvy
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2026-07-22
The Autonomous Agent Breach: Why Hugging Face’s Fall Will Echo Through Blockchain Infrastructure
Lines of code do not lie, but they obscure. On July 2026, an autonomous AI...
Mining
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CryptoAlex
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2026-07-20
The Silicon Ceiling: How AI's Chip Hunger Is Reshaping the Economics of Proof-of-Work
Tracing the silent hemorrhage of algorithmic trust — it's not a code exploit ...
Analysis
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Zoetoshi
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2026-07-20
The NDAA's Silent War on Hashpower: Why the Market is Underpricing a Looming Supply Shock
The NDAA's Silent War on Hashpower: Why the Market is Underpricing a Looming...
Directory
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NeoTiger
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2026-07-20
The NDAA's Silicon Ceiling: Why Three Bills Will Fracture Bitcoin's Supply Chain
In my last audit of a Frankfurt-based mining operation, the COO told me their...
Press Releases
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0xBen
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2026-07-20
Tracing the Silent Logic: Samsung's 2nm Bottleneck and Google's Strategic Partition
The data suggests a fracture beneath the surface of Samsung's 2nm narrative. ...
Prediction Markets
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CryptoSignal
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2026-07-16
SK Hynix' Nasdaq Listing: The Hidden Alpha for Blockchain Infrastructure Investors
Hook: $26.5 billion. That's the haul SK Hynix just secured in its Nasdaq IPO ...
Press Releases
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0xCred
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2026-07-11
The Greenland Play: How Trump's Arctic Ambitions Are Rewiring the Crypto Narrative on Sovereignty and Supply Chains
We didn't just hunt alpha; we rewired the game. When the news broke that Trum...
Directory
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CryptoAlpha
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2026-07-09
CXMT's Bonded DRAM Test: A Silicon Revolution or a Liquidity Trap?
Is this the beginning of a true DRAM revolution, or just another liquidity tr...
Bitcoin
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CryptoLeo
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2026-07-06
JEDEC’s SPHBM4 Standard: The Unseen Shove That Rewrites AI Chip Supply Chains and the Crypto Dependency
Hook: The Data Point No One Is Watching Over the last 14 days, a quiet signal...
Bitcoin
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CryptoPanda
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2026-07-04