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2026
TUE
07/28
09:48
数据:英伟达人均营收达600万美元,为所列芯片制造商最高

Ark Invest Tracker said on platform X that among the major semiconductor companies surveyed, Nvidia generates $6 million in revenue per employee, which is more than three times that of its closest competitor Broadcom and the highest among the chip manufacturers listed. In comparison, SK Hynix, Micron, and Samsung combined have nearly 10 times the number of employees as Nvidia.

ARK Invest founder Cathie Wood commented, "AI is the most profound productivity release since the internet."

09:34
Meta announces partnership with BlackRock to develop the El Paso data center project worth over $10 billion

Odaily Planet Daily news: Meta announced a partnership with BlackRock to develop a new strategic project for the El Paso data center. The El Paso data center represents an investment of over $10 billion by Meta. A fund managed by BlackRock will hold an 80% stake in the project, while Meta will retain the remaining 20% equity. The parties have committed to proportionally share approximately $14 billion in building development costs, covering long-life power, cooling, and connectivity infrastructure within the campus. Upon financial close, Meta will contribute risk land and assets under construction valued at approximately $2.3 billion, while BlackRock will receive a cash contribution of approximately $4.9 billion. Meta will receive a one-time distribution of approximately $1 billion to align with the 80/20 ownership allocation. Part of BlackRock's investment will be funded by proceeds from $12.5 billion in debt financing. (Cailianshe)

09:34
价值1881万美元,某新建钱包从Bybit提取1万枚ETH
Odaily星球日报讯 据 Onchain Lens 监测,某新建钱包从 Bybit 提取 1 万枚 ETH,价值约 1881 万美元。
09:33
肯니아, 스테이블코인 발행사 최저 납입 자본 요건 40% 인하…232만 달러로
Odaily星球日报讯 케냐 재무부가 스테이블코인 발행사의 최저 납입 자본 요건을 40% 인하해 약 232만 달러로 낮췄다. 이는 지난해 3월 규정 초안에서 제시된 약 390만 달러 기준보다 낮은 수준이다. 새 규정에 따라 케냐 중앙은행(CBK)은 스테이블코인 발행사 및 기타 가상자산 서비스 제공업체를 감독하며, 현지 플랫폼에 역외 발행 토큰의 제공 중단을 요구할 수 있다. 해당 규정에 따르면 고객 자금의 최소 30%는 케냐 상업은행의 독립 신탁 계좌에 예치해야 하며, 나머지 자금은 적격 현지 자산에 투자해야 한다. 법정화폐 기반 스테이블코인의 준비금은 앵커 통화와 일치해야 한다. 발행사는 46만 3,300달러의 유동 자본 또는 100% 유동 부채 중 더 높은 금액을 유지해야 하며, 적격 준비 자산을 1:1로 보유해야 한다. 또한 분기별 스트레스 테스트를 실시하고, 월별 준비금 및 거래 보고서를 제출해야 하며, 고객이 영업일 기준 2일 이내에 액면가로 토큰을 상환할 수 있도록 보장해야 한다.
09:31
摩根士丹利:此次AI抛售主要是技术性因素和获利了结所致

Odaily Planet Daily News Morgan Stanley stated that after the recent correction, the artificial intelligence supply chain still offers attractive risk/reward opportunities, believing that the sell-off is mainly due to technical factors and profit-taking. The bank expects AI computing demand to outpace supply in the coming years and is optimistic about improvements in AI capabilities, applications, and long-term capital expenditure growth related to AI. (Jinshi)

09:23
Psalion launches $50 million fund targeting early-stage blockchain startups

Odaily Planet Daily News: Singapore-based asset management firm Psalion has announced the launch of a $50 million fund targeting early-stage blockchain startups. Psalion stated that it will support pre-seed and seed stage companies in the fields of infrastructure, real-world assets, stablecoins, DeFi, and trade finance. (The Block)

09:21
Cumberland deposited approximately $6.65 million in assets to exchanges
Odaily Planet Daily News According to Onchain Lens monitoring, the Cumberland wallet (0x091D...18336) has deposited approximately $6.65 million in assets to exchanges in the past few minutes. It transferred 108,100 HYPE, worth about $5.95 million, to Bybit; and 700,000 USDT to Binance.
09:19
Amazon adjusts AI strategy, will gradually sunset most of its flagship models

Odaily Planet Daily News Sources revealed that Amazon (AMZN.O) is comprehensively adjusting its artificial intelligence strategy, phasing out many internal models, restructuring teams, and concentrating engineers on a new strategy to compete in the frontier field. This restructuring indicates that Amazon is refocusing its AI strategy. Instead of diversifying its investments across multiple text, image, and video models, the company is consolidating engineering talent and limited computing resources to focus on its highest-priority projects.

According to sources familiar with the matter, Amazon is gradually sunsetting most of its flagship models, including the high-end Premier and Omni models, the Reel video generation model, and the Canvas image generation model. Some Amazon employees have described these models as being in a "KTLO (Keep The Lights On)" state. According to sources, resources are gradually shifting from the existing Nova models to a new frontier model project led by researcher Peter Abel. Internally known as "Frontier Model Research" (FMR), this project has become the company's top priority this year. Under this initiative, Amazon is developing a brand new flagship foundation model, expected to be unveiled at the annual re:Invent conference this fall. (Business Insider)

09:12
Upbit이 STORJ를 거래 주의 종목으로 지정함에 따라 입금 서비스가 중단됩니다
Odaily는 Upbit가 공지를 통해 Storage (STORJ/KRW, STORJ/BTC)를 거래 주의 종목으로 지정하였으며, 이에 따라 입금 서비스가 중단된다고 밝혔다고 보도했습니다.
09:12
规模的达1040万美元,长鑫存储最大多头逢低加仓

Odaily星球日报讯 Hyperinsight 모니터링에 따르면, 0x9a8로 시작하는 고래가 오늘 아침에도 CXMT를 추가 매수하여 약 1시간 30분 동안 222건의 거래를 통해 11.2만 주를 매수했으며, 거래 금액은 약 72.1만 달러, 가중 평균 매수가는 6.44달러입니다.

해당 주소는 현재 5배 레버리지로 157.22만 주의 CXMT를 롱 포지션으로 보유 중이며, 포지션 가치는 약 1040.8만 달러, 평균 매수가는 6.6168달러입니다. CXMT 현재가 6.6203달러로 포지션은 손익분기점 수준이며, 청산 가격은 0.7374달러입니다.

이미 체결된 부분 외에도, 해당 주소는 5.89~6.28달러 구간에 8건의 매수 주문을 추가로 걸어두었으며, 12만 주를 추가 매수할 계획으로 주문 금액은 약 73만 달러에 달합니다. 해당 고래는 지난 7월 15일 첫 롱 포지션 진입 이후 총 157.22만 주를 매수했으며, 기간 동안 어떠한 포지션 축소도 없었습니다.

09:00
Binance will adjust leverage and margin tiers for multiple USDT-margined perpetual contracts
Odaily Planet Daily News According to an official announcement, Binance will update the collateral ratios for assets including STX and SANTOS under Portfolio Margin and PMPro at 14:00 (East Eight Time Zone) on July 31, 2026. Subsequently, at 14:30 on the same day, it will update the leverage and margin tiers for several USDT-margined perpetual contracts, including STXUSDT, CHRUSDT, and MOVEUSDT. The update process is expected to take approximately 30 minutes to 1 hour. Existing positions will be affected, so users are advised to make adjustments in advance.
08:52
chip stocks drag emerging market stocks to lowest point since April

Odaily Planet Daily News The decline in Asian technology stocks has pushed the emerging market benchmark index to its lowest level in three months, but a drop in oil prices helped European stocks and currencies avoid being affected by the sell-off. As of 16:00 Beijing time, the MSCI Emerging Markets Index fell by 3.6%, marking the largest single-day drop since the end of June and also falling to its weakest level since April.

On Tuesday, the South Korean stock market experienced a series of trading halts, with weakness in chipmakers spreading to various industries. The KOSPI index plummeted nearly 11%, with shares of Samsung Electronics and SK Hynix both falling more than 13%. (Jin Shi)

08:48
WTI 원유 선물 낙폭이 3%로 확대

Odaily Planet Daily 뉴스, Gate 데이터에 따르면 WTI 원유 선물 낙폭이 3%로 확대되어 80.099달러/배럴을 기록했습니다.

08:41
All-time high: On-chain RWA total scale rises to $32.2 billion

According to Odaily, CryptoRank data shows that the median return rate of RWA tokens in July reached 10%, ranking first among major crypto narratives. On July 24, the total on-chain RWA scale rose to $32.2 billion, an increase of 12.3% from the beginning of the month, surpassing the historical high set in April this year.

08:32
Hyperliquid Co-Founder: SK Hynix-related Perpetual Contract Deployed and Operated by the XYZ Team, Investigating Incident Cause

Odaily, In response to this morning's abnormal SK Hynix price quotation incident on Trade.xyz, Hyperliquid co-founder iliensinc stated that Hyperliquid is a permissionless blockchain where different teams can deploy and operate markets based on its infrastructure. Among these, the xyz:SKHYNIX perpetual contract was deployed and is operated by the XYZ team. The XYZ team is currently investigating the situation and will provide updates once a conclusion is reached.

He also explained that the market deployer for HIP-3 is responsible for providing data including the mark price, oracle, and external perpetual contract prices. Taking the pricing mechanism of a perpetual contract similar to BTC as an example, the protocol provides the median of the latest on-chain transaction price, the best bid, and the best ask as one of the three price components. The other two prices are provided by the deployer, and all three collectively influence the final mark price.

08:32
관리 자산 200억 달러 이상의 BIND 등 아르헨티나 은행 그룹, 페소화 스테이블코인 개발
오데일리 스타데일리 뉴스 - 관리 자산 200억 달러 이상의 은행 지주 그룹 BIND Group이 가상자산 서비스 제공업체 BEN을 통해 아르헨티나 페소화에 연동된 스테이블코인을 개발 중이며, 기관 대상 프로그래머블 화폐 서비스를 제공할 예정이다. BIND Group은 또한 Circle과 협력하여 BEN 고객에게 현지 규제 요건에 부합하는 기관급 결제 및 자금 관리 서비스를 제공할 계획이다. 또한 Petersen Group도 자회사를 통해 두 번째 페소화 스테이블코인 프로젝트를 추진 중이며, 암호화폐 서비스 기업 Lirium의 지원을 받고 있다. 해당 상품명은 DIPE로, 이미 백서가 작성되었으며, Lirium은 Banco Galicia 및 Brubank에 관련 솔루션을 제공하고 있다. 위 프로젝트들은 은행 그룹이 직접 서비스를 제공하는 것이 아니라 은행 그룹이 지원하는 기업을 통해 추진된다. 아르헨티나 중앙은행은 2022년 5월부터 민간 은행이 고객에게 암호화폐 관련 서비스를 제공하는 것을 금지했다. 이들 상품은 주로 기관 환경을 대상으로 하며, 사용 사례로는 자금 관리, 온체인 이벤트 기반 결제 트리거, 담보 신용 관리 등이 포함된다. 지난 3월, 아르헨티나 증권 규제 기관은 페소화에 연동된 스테이블코인 argt를 증권으로 분류하고, 규정에 따른 적법한 발행이 이루어지지 않았다고 판단한 바 있다.