According to BlockBeats, on July 6, Onchain Lens monitoring showed that a BlackRock address recently transferred 2,265.685 BTC, worth approximately $142.45 million, to Coinbase.

In the past six days, BlackRock has transferred a total of 22,624.685 BTC to Coinbase, with a total value of approximately $1.42 billion.

According to BlockBeats, on July 6th, as rotation within the US AI sector intensified, Morgan Stanley and UBS offered differing assessments of the next phase of AI investment. Morgan Stanley believes that funds are shifting from the previously surging semiconductor sector to hyperscale cloud service providers such as Microsoft, Amazon, and Meta. The AI rally is not over, but rather entering a phase of sector rotation.

UBS, however, is more optimistic about the long-term value creation capabilities of AI infrastructure. Its Holt team predicts that the profitability of memory chip companies such as Samsung Electronics, SK Hynix, and Micron will continue to improve, and the economic profit of the AI infrastructure sector is expected to increase from approximately $200 billion in 2023 to $1.4 trillion in 2027, an increase of about 600%, while the economic profit of large cloud service providers is expected to only increase to about $400 billion during the same period. UBS believes that the memory chip industry is transforming from a traditional cyclical industry into one of the most important value creators in the AI industry chain.

BlockBeats reported on July 6th that Serenity reposted Kelper's latest research report, upgrading semiconductor foundry XFAB's rating to "Buy." The report argues that Melexis demand continues to improve, and the demand for silicon carbide (SiC), gallium nitride (GaN), and photonic chips driven by AI is expected to offset cyclical fluctuations in the automotive industry. Furthermore, the report notes that XFAB, a rare specialty foundry in the West, is receiving a higher valuation premium. Data shows that XFAB's current 2027 EV/EBITDA ratio is only 4.8x, significantly lower than the industry median of 14.5x.

Serenity stated that this signifies an improvement in XFAB's core fundamentals, but they are more optimistic about the growth potential of photonic chips, which the market has not yet fully priced in. They pointed out that XFAB leads the EU's PhotonixFAB project, which aims to build a European silicon photonics supply chain and promote the large-scale manufacturing of photonic chips. In the future, it is expected to benefit from the growth in demand for data center optical communications driven by AI giants such as Nvidia. However, since related commercial orders have not yet materialized on a large scale, traditional valuation models still struggle to reflect this long-term growth logic.

BlockBeats reported on July 6th that blockchain detective ZachXBT stated that in the past week, several individuals have issued unauthorized Meme coins using his image on multiple public blockchains in an attempt to capitalize on market hype. He emphasized that he has never promoted or issued any Meme coins and has consistently stated publicly that he will not support or launch such projects.

ZachXBT stated that all tokens sent to his donation wallet have been sold on the market, and the proceeds of approximately $41,000 have been donated through The Giving Block to GiveDirectly and Direct Relief to support earthquake relief efforts in Venezuela. This includes a donation of 25,000 USDT to GiveDirectly and 5,000 USDT to Direct Relief on July 6th, as well as a previous donation of 153 SOL (approximately $11,000).