星球早讯

2026-07-04 01:30

1. Spotify demands Kalshi and Polymarket remove its brand identity, as streaming manipulation incidents affect prediction market settlements.

2. Korean companies question the OUSD alliance member list: Samsung and others claim they were not involved in the consultations and are unclear about their own roles.

3. IMF: The direction of the tokenization system depends on policy choices, and three types of settlement assets, including stablecoins, may coexist.

4. Serenity: Nvidia is the kingmaker of the ASIC market, while manufacturers like Marvell continue to divert market share from Broadcom.

5. Serenity: Chinese VC funds are increasingly flowing into the Physical AI and World Model tracks.

6. CME Group's average daily trading volume for crypto contracts in June surged 76% year-over-year, with notional value exceeding $100 billion.

7. Korea's stock market leverage craze: ETF scale soars to $45 billion, leverage exposure hits a record high.

8. Meta's Chief AI Officer responds to market misunderstanding: Zuckerberg's remarks about slowing down AI agent development were not specifically referring to Meta.