Odaily Morning Brief

1. Spot Bitcoin ETFs recorded total net outflows of $82.3893 million yesterday, with Fidelity's FBTC leading with net outflows of $10.609 million;

2. Spot Ethereum ETFs recorded total net outflows of $69.6827 million yesterday, marking 3 consecutive days of net outflows;

3. Jump Trading and DRW are moving into the AI compute derivatives market, planning to provide market-making services for compute futures on exchanges such as CME;

4. CZ responds to mass deletion of old tweets: only testing AI tools to clean up reposted content, no original posts were deleted;

5. Anthropic lobbies US Congress to advance AI safety legislation, proposing thresholds for government intervention to halt models at over $1 billion in losses or 50 casualties;

6. Bitcoin holdings remain at 0, Bitdeer sold 294.2 BTC this week;

7. Strategy's risk of being removed from MSCI may already be priced in; net mNAV falling below 1 could present an investment opportunity;

8. Strategic reserves reach 7,807 BTC, El Salvador purchases 1 more Bitcoin;

9. Nvidia CEO: AI market turbulence will eventually pass, large-scale hardware investment will ultimately generate returns;

10. "White Hair Stock God" Serenity: Long-term demand prospects for memory chips are clear, but the market remains concerned about the sustainability of AI investment and financing risks;

11. Gemini's $5 million settlement agreement rejected for revocation, paid fines and permanent injunction upheld.