Strong BTC Longs, Semiconductor Rally, CXMT Plunge

1. Glassnode reported top traders on Hyperliquid are significantly longing BTC, reaching an all-time high and indicating strong speculative bullish demand.
2. ChangXin Memory Technologies (CXMT) contract price plummeted over 11% in under an hour, as whale "0xf29" opened a significant short position.
3. ASML shares rose 7% following Q2 results, leading to a 1-4% increase in other European semiconductor peers.