According to BlockBeats, the World Cup concluded on July 21st. PolyBeats statistics show that the World Cup prediction market witnessed both the "winners" and the "losers," with Cape Verde being the biggest variable. The three matches with the highest trading volume were the final and two semi-finals, totaling approximately $519.86 million in trading volume, with the Argentina vs. Spain final reaching a staggering $212.1 million. Meanwhile, account performance during the tournament exhibited extreme polarization—from long-term players covering the entire tournament and netting over ten million dollars, to heavily invested accounts cashing out millions of dollars in profits from a single match. Let's take a look at the "winners" and the "losers."

Version's Child

A $40 position yielded a 930-fold total return . In the precise score market for the Argentina vs. Cape Verde match, aHjCz bought "Argentina 1-1 Cape Verde?". The average cost was only $0.001, with a purchase cost of approximately $40.35, ultimately resulting in a profit of $37,506. The net profit was approximately 929.6 times the cost, and the total return including principal was approximately 930.6 times.

A comprehensive player . Swisstony covered all 104 matches in this season, capturing 8,815 candidate positions and netting $10.32 million, making it the highest-grossing identifiable account. Based on its account history, Swisstony has been continuously involved in sports prediction since 2025, accumulating approximately 145,000 trades, making it more like a professional account with long-term, diversified coverage of events.

A single move can make you a legend . Fishalive is a classic example of a "one-moment wonder." It only participated in the Spain vs. Cape Verde match, yet netted $9.06 million through two positions aligned in the same direction: buying "Will Spain win?" at an average price of $9.02, resulting in a profit of $4.13 million; and buying "Spain (-2.5) handicap" at an average price of $44.37, resulting in a profit of $4.75 million. It was convinced Spain wouldn't win.

Unlucky guys

Multiple misjudgments resulted in the largest losses . Coldsway covered 11 matches and 17 captured positions, incurring a net loss of $1,081, making it the identifiable account with the largest losses in this sample. It wasn't entirely unsuccessful: winning positions totaled approximately $508, but losing positions reached approximately $15.89 million. The largest single loss occurred in the Canada vs. Morocco match—the account bet on Morocco to win at an average price of approximately $46.01, ultimately losing approximately $4.95 million. This is closer to a 50/50 misjudgment than a clear low-probability upset.

Two heavily bets wiped out . FlickRaw only participated in two games, but both resulted in a total loss: betting on the Netherlands to win against Japan resulted in a loss of $3.29 million; betting on Belgium to win against Egypt resulted in another loss of $1.51 million, for a total net loss of $4.8 million.

According to BlockBeats, AMD will be holding its Advancing AI event in San Francisco from July 22nd to 23rd, where it is expected to reveal more details about the MI500 series GPUs and its scale-up CPO roadmap. In response to community questions, Serenity pointed out that if AMD explicitly commits to the CPO solution and discloses its optical engine supplier at the event, it will be beneficial to the entire CPO theme—meaning that Nvidia will no longer be the only company driving the transformation of optical interconnects.

Jefferies analyst Blayne Curtis currently expects AMD to partner with Astera Labs on UAL and with Broadcom on ESUN, but the key focus remains on whether AMD will formally shift to a CPO-based scale-up solution and who will supply the optical engines. Serenity believes that clearer supply chain readings will be available after Wednesday's or Thursday's event, and it is too early to draw conclusions.

For Sivers, supply chain connections can currently only be inferred indirectly: firstly, GlobalFoundries is rumored to be involved in AMD's MI500 CPO work, and Sivers is its reference laser supplier; secondly, AMD has previously invested in Ayar Labs. If AMD discloses at the event that it will specifically use Ayar Labs or GlobalFoundries SCALE as the optical engine solution for the MI500 CPO, it will be a huge benefit for Sivers—as an upstream laser and reference laser supplier, Sivers occupies a core position in both paths. The MI500 is expected to move to a native UAL scale-up architecture, supporting 256 GPUs per rack and interconnected via optical interconnects. Sivers has been consistently positioning itself in multiple technology paths this year, including CPO, pluggable optical modules, and silicon photonics. If AMD's event confirms its indirect entry into the supply chain, it will further validate its comprehensive layout logic in the field of optical interconnects.

According to BlockBeats, on July 21, Metaplanet Inc., Japan's largest Bitcoin treasury company, disclosed a change in its major shareholder and largest shareholder. Capital Research and Management Company (CRMC), a US investment advisory firm, became the largest shareholder by increasing its holdings. Its direct voting rights increased from 1.1865 million to 1.3606 million, and its voting rights over all shareholders increased from 9.32% to 10.63%.