星球早讯

1. Spotify has demanded that Kalshi and Polymarket remove its brand logo, as streaming manipulation incidents affect prediction market settlements.

2. South Korean companies question the OUSD alliance member list: Samsung and others claim they did not participate in consultations and are unaware of their roles.

3. IMF: The trajectory of tokenization systems depends on policy choices; three types of settlement assets, including stablecoins, may coexist.

4. Serenity: NVIDIA is the kingmaker in the ASIC market, while vendors like Marvell continue to divert Broadcom's market share.

5. Serenity: Chinese venture capital funds are accelerating their flow into the physical AI and world model tracks.

6. CME Group's average daily volume of crypto contracts in June surged 76% year-over-year, with notional value exceeding $10 billion.

7. Leverage frenzy in South Korea's stock market: ETF scale surges to $45 billion, with leverage exposure hitting an all-time high.

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