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星球早讯

2026-07-31 01:30

1. JP Morgan: The probability of the Clarity Act passing within the year has decreased, which is unfavorable for the crypto market outlook;

2. Sources: Citadel has acquired most of the stock portfolio of the fund managed by the "AI stock guru";

3. Multicoin is long on Robinhood (HOOD), and HOOD is the firm's largest stock position;

4. Sources: The fund managed by the "AI stock guru" is liquidating positions after suffering massive losses;

5. The New York State pension fund still holds $29.8 million worth of Strategy stock and sold $1.06 million worth of MSTR;

6. Arthur Hayes: Fed policy opens room for upside for DeFi projects with proven product-market fit;

7. Dragonfly partner: Without the development of the crypto industry, today's AI boom might not have emerged;

8. Polymarket's crypto up/down market settlement will switch to TWAP, with $1 million in liquidity rewards added in August;

9. Quantum Solutions, the largest ETH holder among Japanese listed companies, sold 1,000 ETH to fund its AI infrastructure business;

10. Bloomberg ETF analyst: Bonds have recently failed to hedge stock declines, with increased inflows into money market funds and buffer ETFs.