Odaily reported that Elon Musk recently gave an interview to Zanny Minton Beddoes, Editor-in-Chief of The Economist, discussing topics including super-intelligent AI, politics, and AI regulation.
Musk predicted that artificial intelligence would surpass the combined intelligence of all human beings within the next 5 years or so, stating that AI would then outperform humans in almost every field, except for “being human itself.” He believes AI has the potential to bring about an “unprecedented era of abundance,” allowing people to obtain almost anything they desire.
Regarding AI risks, Musk reiterated his previous assessment that there is roughly a 10% to 20% probability of AI leading to human extinction. However, he noted that as the development of AI and robotics technology has become irreversible, he has accepted this reality. He described his current attitude as “enjoying the ride,” adding that even if a “pause button” existed, it might not necessarily be pushed.
Musk admitted he has been “a bit too invested in politics, even a little carried away.” Nevertheless, he defended his previous work pushing for the Department of Government Efficiency (DOGE) to cut fiscal spending, stating that his goal was to reduce government waste and fraudulent expenditures.
On AI governance, Musk suggested that major AI labs such as OpenAI, xAI, and Anthropic should hold regular safety meetings to mutually assess potential risks before releasing new models. He believes that competitors are better positioned than governments to identify problems in each other's models.
Additionally, Musk once again criticized OpenAI for transitioning from a non-profit organization to a closed-source for-profit company, and reiterated his dissatisfaction with OpenAI CEO Sam Altman. At the same time, he praised Anthropic co-founder and CEO Dario Amodei, calling him “a man of great principle,” and stated that if necessary, AI companies should “put aside personal grievances and cooperate for the good of the world.”
During the interview, Musk also insisted that budget cuts to the United States Agency for International Development (USAID) “did not cause any deaths” and denied related criticisms, prompting questions from the interviewer. (BusinessInsider)
Odaily reported on the 26th, according to Iran's Mehr News Agency, Iranian Foreign Ministry Spokesperson Baghaei stated that Iran recently held deputy foreign ministerial-level talks with Oman on the safe shipping management of the Strait of Hormuz, which were "productive and made some progress." He said the Omani delegation left Tehran on the 25th, but technical and political consultations between the two sides will continue. Baghaei also noted that there has been no change in the navigation situation of the Strait of Hormuz. (Xinhua News Agency)
1. US insiders reveal why Trump has delayed expanding military operations against Iran: concerns about war escalation;
2. Tom Lee responds to Ethereum being eroded by L2s: disagrees, states ETH is simply the on-chain currency;
3. 2.95 billion yuan online gambling case exposed, multiple individuals sentenced for settling USDT and other virtual currencies via a fourth-party payment platform;
4. Three major US closed-source AI giants OpenAI, Anthropic, and Google have yet to sign the joint open letter initiated by Jensen Huang;
5. Kioxia faces shareholder reshuffle: SK Hynix may become its second-largest shareholder;
6. China Asset Management warns that some of its ETFs may face net value discrepancies on the first trading day of CXMT's listing;
7. Analysis: Bitcoin's rebound faces four major pressures, rising US Treasury yields exacerbate market risks;
8. South Korea's SK Telecom invests 750 billion won in AI infrastructure, establishing SK Hyper to bolster its ultra-large-scale AIDC layout;
9. CXMT debuts on the STAR Market tomorrow, Hyperliquid CXMT contract pricing mechanism faces a key test;
10. MiCA implementation triggers a "major reshuffle" in Europe's crypto industry: high regulatory thresholds may spur a new wave of M&A.
Odaily Planet Daily News: Julian Schrittwieser, a technical staff member at Anthropic, recently posted on social media, joking about the shift in attitude some tech giants have shown towards "open source" in recent years. He expressed anticipation for Nvidia and Microsoft to further open up their core technologies, stating: "It's great to see Jensen Huang become a supporter of open source. Looking forward to the open-source release of CUDA and GPU drivers. Also looking forward to Satya Nadella supporting open source, hoping to see Windows and Microsoft Office open-sourced in the future."
Julian Schrittwieser also responded to external speculations that he opposes open weight models, indicating that this interpretation is inaccurate. He believes that open models can actually play an important role in many scenarios. However, Schrittwieser pointed out that what is interesting is that some companies, which have long been very cautious or even opposed to open source in the past, are now rapidly shifting towards supporting open ecosystems.
In recent years, with the intensification of competition in artificial intelligence, open-source models, open weights, and developer ecosystems have become critical areas of competition in the tech industry. Companies including Nvidia and Microsoft have continuously emphasized their support for open ecosystems. However, the definition of "open" remains controversial within the industry—some companies open up model interfaces, toolchains, or ecosystems, while their core commercial assets remain closed source.
Julian Schrittwieser's remarks have also sparked discussion, focusing on whether the "selective open sourcing" promoted by tech giants represents genuine openness or a new ecological competitive strategy.
Odaily reports that according to on-chain detective Specter's monitoring, the WEMIX 3.0 network is suspected to have experienced a security incident. Preliminary monitoring suggests a possible exploit attack, involving over $700,000. As of now, the WEMIX team has not yet released an official statement regarding this suspected security incident. The specific cause of the attack, the scope of impact, and the actual loss amount are still pending further confirmation.
Odaily Odaily reports that the race for the EU's Markets in Crypto-Assets Regulation (MiCA) is coming to an end, but the real challenges for companies are just beginning. The high cost of maintaining ongoing compliance systems may reshape the European crypto landscape. The future competitive focus in the industry is likely to shift from "who can obtain a license" to "who can afford the regulatory costs," driving companies towards scaling through mergers and acquisitions, joint ventures, or partnerships with banks. As MiCA is gradually implemented and the UK's crypto regulatory framework takes shape, the European crypto industry is entering a new phase of consolidation. Insiders believe that high-standard regulatory requirements could fuel a new wave of M&A, and cooperation between crypto-native companies and traditional financial institutions will deepen further.
This trend may be even more pronounced in the UK market. The Financial Conduct Authority (FCA) is developing a new regulatory framework for crypto assets, which is expected to bring crypto businesses under the existing financial services regulatory system, subjecting them to capital, operational, and customer asset protection requirements similar to those for traditional investment firms. Steven Lightstone, a partner at Morgan Lewis in London and co-head of the global fintech team, stated that while the FCA aims to promote market competition and support new entrants, its regulatory standards will be very strict when it comes to consumer protection. Unlike the EU's standalone MiCA framework, the UK's approach will directly leverage the existing financial regulatory system to manage crypto firms.
Meanwhile, increased regulatory certainty is accelerating the entry of European banks into the digital asset space. Simon Schneider, CEO of Sygnum Europe, noted that currently fewer than 20% of banks in Europe offer crypto-related services, indicating a significant market gap. The greatest value of MiCA is not just creating a new licensing system but providing legal certainty for financial institutions to enter the digital asset market. Citing Switzerland as an example, he pointed out that after the introduction of distributed ledger technology regulations, most major Swiss banks have begun offering digital asset services, a path that other parts of Europe may follow in the future. Banks are unlikely to replace crypto-native companies altogether; instead, they are more likely to rely on specialized infrastructure providers and collaborate in areas such as custody, brokerage, staking, and asset tokenization.
As companies that fail to secure MiCA licenses gradually exit the European market, assets may become further concentrated among regulated entities. However, Schneider believes that self-custody models and institutional custody models will continue to coexist for the long term.
Industry insiders suggest that the European crypto industry is entering a "regulatory-driven consolidation cycle." For crypto startups that previously thrived on rapid innovation and asset-light models, future core competitiveness may no longer be solely about technological speed, but rather compliance capabilities, capital scale, and the ability to integrate financial infrastructure. (CoinDesk)
Odaily Planet Daily reported, citing Al Arabiya and Saudi media Al Hadath, that the United States and Iran have responded to the proposal by Pakistan and Qatar to resume negotiations. (Jinshi)
Odaily Planet Daily News: According to Al Jazeera, Iranian military spokesman Mohammad Akraminia told state media that since the United States did not strike the country over the past two nights, retaliatory attacks have been halted. Iran's operations are currently suspended. (Jin Shi)
Odaily星球日报讯 链上分析师 Ai 姨发文称，长鑫存储（CXMT）将于 7 月 27 日登陆科创板，Hyperliquid 上的 CXMT 合约价格机制、资金费率以及流动性表现将迎来重要测试。
分析指出，长鑫正式上市后，Hyperliquid CXMT 合约价格将从 Pre-IPO 阶段的内部预言机价格，逐步切换至追踪 A 股真实交易价格的外部预言机价格。
具体来看，当科创板开盘后，市场拥有足够稳定的外部价格数据时，系统将自动触发价格切换。新的价格锚点由 TradeXYZ 基于订单簿生成的内部预言机，转换为跟踪长鑫 A 股现货价格并根据实时汇率换算的外部预言机价格。
由于预言机价格更新频率约为 3 秒一次，且每次变动幅度限制在±1%，即使 Pre-IPO 阶段合约价格与真实市场价格存在较大偏离，也会通过渐进方式完成收敛，但过程中仍可能出现清算风险。
在资金费率方面，长鑫上市后 Hyperliquid CXMT 合约将恢复正常机制。此前 Pre-IPO 阶段，为降低交易者长期持仓等待上市期间的资金成本，资金费率乘数仅为正常合约的 1%，从 0.5 降至 0.005。正式上市后，该参数将恢复至 0.5，资金费率调节功能重新生效。
对于 A 股休市期间的价格形成，分析称，Hyperliquid CXMT 价格将重新回归基于自身订单簿形成的内部预言机价格，相当于进入“内盘”交易阶段。
不过，休市期间价格波动仍受到 Discovery Bound 机制限制。每次重新锚定价格调整幅度最高为±20%，最多允许 7 次动态调整边界，以降低流动性不足情况下的价格操纵风险。
此外，长鑫作为科创板新股，上市前 5 个交易日不设涨跌幅限制，但仍存在交易约束机制：
集合竞价阶段为 9:15-9:25，其中 9:15-9:20 可撤单，9:20-9:25 仅可申报不可撤单；
开盘后首次涨跌幅达到或超过 30%、60%时，将触发临时停牌，每次停牌 10 分钟，全天最多触发 4 次；
第 6 个交易日起恢复科创板常规涨跌幅限制。
截至 7 月 26 日 17:40，Hyperliquid CXMT 合约未平仓量（OI）规模约 6390 万美元，合约价格约 6.18 美元，对应人民币价格约 41.9 元。
按照当前合约价格估算，长鑫存储对应预期市值约 2.8 万亿元人民币，略高于工商银行约 2.76 万亿元市值，市场关注其上市后是否有机会成为 A 股市值最高公司之一。
随着长鑫现货交易开启，Hyperliquid 作为链上衍生品平台对传统股票 IPO 价格发现机制的探索，也将迎来首次大规模市场检验。
Odaily星球日报讯 Base 联合创始人 Jesse Pollak 在 X 平台发文表示，Base 的目标是成为“互联网的自由市场（the free market of the internet）”，根据 Jesse 转发的 Blockworks 数据，过去一年，Base 在链上现货交易量中的市场份额已增长约 3 倍，且过去两周未出现相对市场份额流失。Base 目前已在比特币交易量和外汇（FX）交易量方面处于领先地位，并将很快大力拓展链上股票交易市场。
Odaily星球日报讯 币安创始人 CZ 在 X 平台发文回应 Bitmart 停运表示，行业再次面临艰难时期，但目前看来相关事件正在以有序方式推进，用户仍可以提取自己的资产。
CZ 强调，在市场环境不确定时期，用户应更加关注资产安全和平台的持续运营能力，而非单纯追求短期收益。
Odaily星球日报讯 韩国 SK 电信（SKT）宣布成立人工智能数据中心（AIDC）专营新公司“SK Hyper”，计划累计投入 7500 亿韩元，推动大规模 AI 数据中心业务扩张。市场认为，此举有望强化公司 AI 基础设施竞争力，并为股价带来新的增长预期。
SK 电信将首先投入 3300 亿韩元，并计划至 2030 年 12 月累计投资 7500 亿韩元，持有该公司 100%股权。此次组织调整旨在加快执行 SK 电信中长期大型 AIDC 建设计划。新成立的 SK Hyper 将负责未来大型 AI 数据中心项目的开发与商业化，包括选址、电力基础设施 확보以及客户商业合作等前期工作。
在业务分工方面，SK 电信现有 137MW 数据中心资产，以及预计 2029 年全面投运的 100MW 蔚山 AIDC 项目，仍由 SK Broadband 负责运营。而新增蔚山 900MW AIDC 项目，以及目标长期 확보15GW 规模的超级数据中心项目，将由 SK Hyper 主导推进。
SK Hyper 将采用“开发主导型”商业模式，而非传统直接持有数据中心资产模式。公司将提前锁定土地、电网等关键资源，并通过项目特殊目的公司（SPC）负责数据中心建设、持有和运营。
该模式有望降低大规模资本投入带来的财务压力。SK Hyper 计划引入财务投资者（FI）股权投资以及项目融资（PF）等外部资金，将建设成本、资本开支和折旧压力转移至项目公司，同时通过开发服务费及运营收益分成获取收入。
分析人士认为，此前市场对于 SK 电信建设 5GW 以上大型 AIDC 所需数十万亿韩元资金规模存在可行性质疑，而此次设立专门法人提供了更现实的扩张路径。叠加韩国政府对电力供应和审批流程的支持，以及 SK 集团旗下 SK 海力士在存储芯片供应方面的优势，AIDC 项目推进速度和商业化潜力有望提升。
iM 证券研究员申熙哲表示，SK Hyper 模式通过聚焦前期开发、利用外部资本完成建设和运营，可最大程度降低 SK 电信财务负担，同时兼顾 AI 数据中心扩张速度与盈利可能性。（Ket）
Odaily星球日报讯 美国达拉斯举行的首届能源投资论坛（EIF）上，与会者表示 AI 浪潮本质上正在推动一场大规模能源基础设施建设，而并非单纯的软件竞争，比特币矿企凭借多年寻找低成本电力、建设模块化算力设施以及参与电网调节的经验，在 AI 数据中心扩张中具备一定优势，但拥有电力资源并不意味着自动具备建设 AI 数据中心的条件。
剑桥替代金融中心研究人员 Alexander Neumüller 表示，初步数据显示 2024 年 6 月至 2025 年 12 月期间全球比特币挖矿年用电量从 138 太瓦时（TWh）升至约 190 太瓦时，约 10%的矿企已开始将部分电力用于 AI 或高性能计算（HPC），超过 40%的企业正在探索相关转型。未来矿企与 AI 基础设施的结合可能呈现多种模式，包括建设大型 AI 数据中心、提供分布式算力、继续运营比特币挖矿或转型为电网服务提供商。（News.bitcoin）
Odaily星球日报讯 据链上分析师余烬监测，TRUMP 团队地址昨日解锁转出的代币已进入 CEX ，1380 万枚 TRUMP(2194 万美元 在 15 分钟前被转进了 Binance、OKX、Kucoin。
Odaily星球日报讯 CryptoQuant 分析师 Axel Adler 发布周报分析表示，美国 10 年期国债收益率近期升至约 4.7%，接近过去五年区间上限，高利率环境正在收紧金融条件，提高融资成本和资产折现率，并加大对风险资产的压力。目前，期货市场预计美联储下一次会议加息概率约为 38%，但路透调查的 104 名经济学家普遍预计利率将维持不变。
在比特币市场方面，Axel Adler 指出，BTC 从 6 月低点约 5.9 万美元反弹约 11%至接近 6.6 万美元后，目前回落至约 6.43 万美元。市场正同时出现四项潜在风险：一是波动率大幅压缩，7 月实际波动率下降 31%，降至历史区间第 8 百分位，预示后续或出现更剧烈行情；二是美国现货市场需求持续疲弱，过去约两个月半时间维持折价交易，尚未出现持续资金流入；三是市场买入流动性不足，稳定币持续流出交易所，新资金活跃度接近年度低位；四是投资者仍在实现亏损，获利回升阶段仍有部分持仓选择退出，对价格形成压力。
此外，Adler 提到，MicroStrategy 创始人迈克尔·塞勒（Michael Saylor）近期没有继续大规模买入比特币，而是发布长篇文章，并推荐 38 本关于文明、货币、能源和科技发展的书籍，试图构建比特币作为长期金融演进结果的理论框架。Adler 认为，市场当前仍处于关键观察阶段，需要关注流动性变化、美国需求恢复以及投资者行为是否改善。
