News

BlockBeats News, April 20th, VanEck's Director of Digital Asset Research (matthew_sigel) posted on social media that as Bitcoin miners increasingly expand into AI infrastructure, the world's largest fabless Bitcoin ASIC design partner GUC (successfully transformed into the largest design partner for AI-driven CPUs, with clients including Google, Microsoft, and the upcoming xAI) is at the forefront. Benefiting from the increase in AI intelligent agent adoption, the market continues to raise expectations for the CPU ecosystem: Morgan Stanley expects Google's CPU shipments to reach 1.5 million units in 2026, double the forecast from three months ago by HSBC Equities (700,000 units), mainly due to the market's accelerated transition from the traditional x86 architecture. Driven by this, GUC surged 10% last night, with its stock price hitting a new all-time high.

According to Golden Ten Data on April 20, Southern Crude Oil LOF announced that recently, the Southern Fund Management Co., Ltd.'s Southern Crude Oil Securities Investment Fund Class A fund shares have experienced significant price fluctuations in the secondary market. Investors are advised to closely monitor the net asset value of the fund shares. On April 16, 2026, the net asset value per share of this fund was 1.7340 yuan, and on April 20, 2026, the closing price of this fund in the secondary market was 2.135 yuan, which is significantly higher than the net asset value per share as of April 16, 2026. Investors are hereby reminded to pay attention to the premium risk of secondary market trading prices. Investing blindly in fund shares with high premiums may result in significant losses. In order to protect the interests of investors, trading of this fund will be suspended from the market open on April 21, 2026 until 10:30 (UTC+8) on the same day, and trading will resume at 10:30 (UTC+8) on April 21, 2026.

According to Santiment data, AAVE-related whale transactions (over $100,000) surged from 2-6 per hour to 43 in the 90 minutes following the Kelp exploit. Exchange inflow increased from about $38,000 to $3 million, peaking at $8.5 million on Saturday afternoon. Meanwhile, the sentiment balance index dropped to -15, 10 times the month's lowest value. The exploit occurred at 17:35 (UTC), with on-chain activity responding rapidly.