Odaily星球日报讯 美国总统特朗普表示，美联储主席凯文·沃什支持更低利率，但因受到“政治化的委员会”限制，未能推动降息。

本周 FOMC 会议以 9 票赞成、3 票反对决定维持利率不变，其中三名委员公开支持加息 25 个基点。这是自 2016 年以来首次出现三张方向一致的反对票，也是近 50 年来新任美联储主席执掌初期罕见的大规模内部政策分歧。

沃什在会后表示，若通胀持续高企且就业市场保持稳健，加息仍可能成为未来政策选项，并强调美联储不会因市场预期调整政策。

市场目前普遍将 9 月会议视为观察美联储是否重新考虑加息的重要窗口。

Odaily Planet Daily News This morning, US online brokerage Robinhood (HOOD) officially announced its Q2 2026 financial results.

Robinhood CEO stated after the earnings release: "No financial company has ever reached a market cap of $1 trillion, but I believe it can be achieved... The key lies in Agentic Finance and building excellent tools for these AI agents. We are preparing for that world. We will also leverage the early success of Robinhood Chain to allow people around the world to trade all assets on the US market. I am also very excited about private markets... Combining all these factors, I see multiple paths for the company to achieve 10x growth. And we will go all out to explore every single one of them."

Robinhood CFO Shiv Verma also stated: "We believe we can achieve 10x business growth within the next 10 years. Our competitors have assets under management totaling hundreds of trillions of dollars. There is no reason why we cannot achieve this. In fact, our newly expanded businesses have a larger addressable market than our core business."

Odaily reported that Robinhood released its second-quarter financial report for fiscal year 2026, with net revenue of $1.31 billion, a 32% increase year-over-year, exceeding analyst expectations of $1.28 billion; net profit was $573 million, up 48% year-over-year; diluted earnings per share were $0.62, also up 48% year-over-year.

The financial report shows that Robinhood's adjusted EBITDA was $741 million, a 35% increase year-over-year, surpassing market expectations of $629 million. The company's net deposits reached $21.7 billion, hitting an all-time high; Gold subscription users increased to 4.8 million, up 39% year-over-year.

In terms of business segments, Robinhood's cryptocurrency revenue was $100 million, exceeding market expectations of $86.6 million; options revenue was $342 million, up 29% year-over-year; average revenue per user (ARPU) reached $187, a 24% increase year-over-year.

The company expects full-year 2026 adjusted operating expenses and equity incentive expenditures to be between $2.675 billion and $2.775 billion, lower than previous guidance and market expectations. During the period, Trump Account registered over 7 million users, with deposits approaching $1.5 billion; the Robinhood Chain mainnet went live, the company obtained a Singapore capital markets services license, and completed the acquisition of WonderFi.

Following the earnings release, Robinhood's after-hours stock price rose approximately 4%.

Odaily reported that Samsung Electronics stated it has no immediate plans to issue American Depositary Receipts (ADRs), but remains open to issuing ADRs in the medium to long term.

Odaily 보도에 따르면, Gate 데이터 기준 한국 KOSPI 지수가 장중 3% 급등하며 현재 5836.39포인트를 기록 중입니다. 삼성전자는 4.5%, SK하이닉스는 2% 상승했습니다.

1. 연준, 금리 동결 유지;

2. Binance.US, 다음 달 CFTC에 라이선스 신청 예정, 예측 시장 출시 계획;

3. 테네시주 호킨스 카운티, 금지령 통해 암호화폐 채굴 시설 및 데이터센터 운영 금지;

4. 메타, 매출 신기록 달성했으나 AI 비용이 주가 하락 초래;

5. 월시, 연설에서 2% 인플레이션 목표 재확인, '소프트 타겟' 없음 강조;

6. JP모건: 한국 주식 레버리지 ETF 청산 과정 완료, 헤지펀드 디레버리징 90% 달성;

7. Ethereum Institutional, 초기 자금 조달 완료, BitMine, SharpLink 등 주도;

8. 2분기 암호화폐 업계 자금 조달 및 M&A 총액 128억 6천만 달러, 부채 금융이 두 번째 주요 자금원으로 부상;

9. 계속해서 비트코인 매수 위해 차입, Metaplanet 일본서 첫 Bitbonds 발행 개시, 연이율 4%;

10. Bernstein, Circle 목표 주가 190달러에서 140달러로 하향 조정, Open USD 위협 약화 전망.

Odaily Planet Daily News According to Gate market data, Kioxia Holdings Japan's stock price has risen over 11%, the Nikkei 225 index has increased by 1.75%, and SoftBank has fallen by 0.59%.

Odaily Planet Daily News According to SoSoValue data, yesterday (July 29, Eastern Time) the HYPE spot ETF had a total net outflow of $8.7803 million.

Yesterday, only the Bitwise Hyperliquid ETF (BHYP) saw a net outflow of $8.7803 million, bringing its historical total net inflow to $104 million.

As of press time, the total net asset value of HYPE spot ETFs is $252 million, with a net asset ratio of 2.12%, and the historical cumulative net inflow has reached $280 million.

Odaily星球日报 보도에 따르면, SoSoValue 데이터 기준으로 어제(미 동부 시간 7월 29일) XRP 현물 ETF의 일일 총 순유입액이 58만 4700달러를 기록했습니다.

어제는 Franklin XRP ETF(XRPZ)만 순유입을 보였으며, 일일 순유입액은 58만 4700달러로, 현재까지 총 순유입액은 4억 2200만 달러에 달합니다.

기사 작성 시점 기준, XRP 현물 ETF의 총 자산 가치는 9억 8900만 달러이며, XRP 순자산 비율은 1.48%, 역사적 누적 순유입액은 14억 9600만 달러에 도달했습니다.

Odaily에 따르면, SoSoValue 데이터 기준 어제(미 동부 시간 7월 29일) SOL 현물 ETF의 일일 총 순유입은 1905.81만 달러였습니다.

어제는 Morgan Stanley Solana Trust(MSOL)만 순유입을 기록했으며, 일일 순유입은 1905.81만 달러입니다. 현재까지 역사적 총 순유입은 1905.81만 달러에 도달했습니다.

기사 작성 시점 기준 SOL 현물 ETF의 총 자산 가치는 8.63억 달러이며, SOL 순자산 비율은 2.05%입니다. 역사적 누적 순유입은 이미 11.46억 달러에 달했습니다.

Odaily星球日报讯 据伊朗伊斯兰广播电视台（IRIB）援引胡齐斯坦省副安全部长的话称，阿巴丹的一些地点遭到美军袭击。 霍尔木兹甘省港口城市班达尔阿巴斯听到两起爆炸声，阿布穆萨岛、基什岛和格什姆岛也传出类似爆炸声。(金十)