Odaily Planet Daily News President Trump posted on social media, thanking Speaker Mike Johnson, House Budget Committee Chairman Jody Arrington, and members of the Budget Committee for their efforts to incorporate as much of the "Save America Act" as possible into the budget, while providing aid to our great farmers and funding our military. I urge all House Republicans to vote in favor of the budget resolution this week, which is an important first step toward passing the budget. House Republicans must stand united and fight for the "Save America Act."
Odaily Planet Daily News CZ stated on the X platform that AI and Bitcoin serve different functions: AI drives productivity improvements, while Bitcoin is used to combat inflation and protect wealth. CZ stated that AI cannot protect users from inflation, but Bitcoin can. The market often views AI and Bitcoin as two major热门 investment themes, but their natures are fundamentally different. AI is a technology that enhances corporate efficiency and economic productivity, whereas Bitcoin is a digital asset with a fixed supply.
CZ pointed out that the AI industry is developing, with global companies continuously investing billions of dollars in AI software, data centers, chips, and other infrastructure, driving transformations in sectors such as healthcare, finance, and manufacturing. However, AI companies can issue more shares and expand through financing, and their investment value still depends on business performance and market competition. In contrast, Bitcoin's total supply is fixed at 21 million coins, meaning holders possess a scarce asset that cannot be diluted. CZ believes this characteristic gives Bitcoin long-term value storage properties and provides protection when the purchasing power of fiat currency declines due to inflation.
CZ has previously also stated that the AI craze may attract some funds that would have originally flowed into the Bitcoin market. As AI companies like OpenAI and Anthropic gain more capital attention, some investors may sell other assets to allocate to AI-related investments. However, CZ believes that AI and Bitcoin are not in a competitive relationship and should be viewed as complementary assets: AI drives technological progress and production efficiency, while Bitcoin offers a way to store value unaffected by supply expansion. (News.bitcoin)
Odaily星球日报讯 AI 추론 인프라 스타트업 Infinity가 1500만 달러 규모의 투자 유치를 완료했다고 발표했다. 이번 투자로 기업 가치는 1억 달러에 달하며, Touring Capital, Principal VC, 그리고 OpenAI 및 Anthropic 등의 연구원들이 투자에 참여했다. 이 회사는 다양한 AI 칩이 최첨단 AI 연구 결과를 자동으로 재현할 수 있도록 하는 범용 추론 라이브러리를 개발 중이며, 소프트웨어 최적화를 통해 하드웨어 성능을 향상시키고 있다. (TechCrunch)
Odaily星球日报讯 MSX.COM 데이터에 따르면, SK하이닉스 ADR 주가가 5% 상승분을 반납하며 154.2달러/주를 기록했고, 시가총액은 1.12조 달러를 기록했습니다.
Odaily星球日报讯 由前微软 AI 团队成员创立的人工智能初创公司 Skyfall AI 宣布，将斥资最高 100 万美元收购一家小型 B2B SaaS 或电商企业，并尝试让 AI 系统全面接管公司运营，以验证"AI CEO"是否能够管理真实商业组织。
Skyfall AI 联合创始人 Sam Pasupalak 和 CTO Kaheer Suleman 认为，当前 AI 行业普遍聚焦于打造"自主员工"（autonomous employee），即让 AI 逐步替代单个岗位任务，但这并非真正的企业自主化。他们希望通过运营一家真实企业，测试 AI 能否覆盖定价、市场营销、客户支持、财务和运营等全流程决策。
该项目目标是让 AI 作为企业核心管理者，在减少人工干预的情况下推动公司收入增长，并公开记录实验过程中的成功与失败。
Skyfall 创始人表示，现有大语言模型（LLM）虽然在已有知识和固定环境中表现出色，但面对竞争变化、客户行为变化和市场动态时，持续学习能力仍存在不足。因此，公司正在探索名为"Enterprise World Models"的新型 AI 架构，希望让 AI 理解企业运行状态并预测决策对未来发展的影响。
Skyfall AI 由 Maluuba 团队成员创立。Maluuba 曾于 2017 年被微软以约 1.6 亿美元收购，其技术后来成为微软加拿大 AI 研究布局的一部分。（Forbes）
Odaily Planet Daily News Ansem posted on platform X, stating that the current market is still in a stage of high growth potential, with Bitcoin (BTC) and Solana (SOL) having significant room before reaching their all-time highs. SOL is down about 75% from its all-time high, while BTC is down about 50% from its peak. Compared to previous cycles, this cycle boasts more mature user experiences and infrastructure, including improved mobile trading interfaces, lower barriers to wallet access, and enhanced cross-chain capabilities, making it easier for new users without prior crypto experience to enter the market.
Ansem noted that an increasing number of high-quality developers are aligning interests through a "token + equity" model, providing investors with richer exposure to various industry sectors. Meanwhile, institutional interest in Real World Assets (RWA), the regulatory framework surrounding the U.S. CLARITY Act, and the entry of major tech-finance companies like Stripe and Robinhood into the crypto space are all bolstering market confidence. The wealth effect generated by AI stocks in recent years, coupled with the wealth-creation stories of Meme coins from past crypto cycles, is reinforcing the market's perception of high-yield trading opportunities. While some Meme coins previously grew from zero to tens of billions of dollars in market cap, the current circulating market cap of popular Meme projects like $ANSEM remains below $100 million, attracting speculative capital.
This cycle simultaneously possesses two types of market drivers: institutional narratives and high-risk speculative opportunities. On one hand, mature financial applications like perpetual contracts and RWA will attract more professional capital; on the other hand, trading in Meme coins and low-market-cap tokens will continue to attract significant retail participation.
Ansem stated that as more teams launch user-friendly mobile crypto applications, lowering the barrier to entry, this cycle may become the one with the largest scale of retail participation in crypto history.
Odaily Planet Daily News: On-chain investigator ZachXBT posted that the cross-chain bridge protocol TeleSwap was reportedly attacked on July 15, 2026, resulting in losses exceeding $735,000. However, as of five days after the incident, the project team has not publicly disclosed the situation.
ZachXBT stated that shortly after suspicious outflows were detected, TeleSwap's Bitcoin hot wallet stopped processing transactions. Approximately two hours ago, the attacker transferred the stolen funds to the privacy mixer protocol Tornado Cash.
Odaily星球日报讯 Cardano 네트워크가 7월 18일 Van Rossem 하드포크 업그레이드를 완료하고 메인넷 프로토콜 버전을 11(Protocol Version 11)로 업그레이드했습니다. 이번 업그레이드는 스마트 계약 성능 최적화를 가져왔을 뿐만 아니라, Cardano가 창립 팀이 아닌 커뮤니티 거버넌스 시스템에 의해 주도된 최초의 프로토콜 업그레이드임을 의미합니다.
이전 Cardano의 하드포크는 주로 개발을 담당하는 엔지니어링 기관 Input Output(IOG) 등 핵심 조직의 조정 하에 이루어졌습니다. 반면, Van Rossem 업그레이드는 완전히 Cardano의 온체인 거버넌스 시스템을 통해 제안, 논의 및 투표가 이루어졌으며, Cardano가 Voltaire 거버넌스 시대에 접어든 이후 네트워크 참여자가 자율적으로 승인한 첫 번째 주요 업그레이드가 되었습니다.
온체인 데이터에 따르면, Cardano 메인넷은 643번째 에폭의 버전 10에서 644번째 에폭의 버전 11로 업그레이드되었으며, 7월 18일 21:44 UTC에 공식 활성화되었습니다. 이번 업그레이드는 7월 13일에 최종 승인을 완료했으며, 대표 기관, 헌법 위원회 및 스테이크 풀 운영자 세 주체의 승인이 필요했습니다.
그 중 ADA 보유자를 대표하여 거버넌스 투표에 참여하는 DRep(위임 대표)은 78.97%의 찬성률로 제안을 통과시켜 요구치인 60%를 상회했습니다. Cardano 헌법 위원회 위원 7명 전원은 업그레이드가 헌법 요건에 부합한다고 결정했습니다. 네트워크 인프라 운영을 담당하는 스테이크 풀 운영자는 53.02%의 찬성률로 업그레이드를 승인했습니다.
Van Rossem 업그레이드는 주로 Plutus 스마트 계약 플랫폼 최적화, 스마트 계약 실행 비용 절감, 원장 검증 규칙 강화 등의 기술적 개선을 포함합니다. 이번 업그레이드는 향후 Dijkstra 시대 하드포크 및 Ouroboros Leios 확장 솔루션을 위한 기반을 마련했습니다.
Ouroboros Leios는 Cardano 지분 증명 합의 메커니즘의 처리 능력을 향상시키는 것을 목표로 하며, 2026년 출시될 예정으로, 보안성을 유지하면서 네트워크 트랜잭션 처리량을 대폭 증가시킬 것으로 예상됩니다.
일반 ADA 사용자에게 이번 업그레이드는 뚜렷한 조작 변화를 가져오지 않으며, 지갑 업데이트가 필요 없고, 송금 방식과 수수료도 변함없습니다. 그러나 장기적으로 Plutus 최적화는 탈중앙화 애플리케이션(DeFi, NFT 등)의 실행 비용을 낮추고, 생태계 개발에 저비용 인프라를 제공할 수 있습니다.
Cardano는 Van Rossem의 가장 큰 의미는 단순한 기술 업그레이드가 아니라 거버넌스 모델의 전환점이라고 밝혔습니다. 네트워크의 미래 발전 방향은 창립 팀이 아닌 커뮤니티 투표에 의해 결정될 것입니다. 이는 ADA 보유자가 처음으로 프로토콜 발전에 참여할 수 있는 실질적인 거버넌스 권한을 가지게 되었음을 의미합니다. (CoinDesk)
Odaily星球日报讯 Coinbase CEO Brian Armstrong has responded to recent controversy surrounding his X account profile picture change and claims that the Base community is "unsupported." He thanked the community for their feedback and acknowledged that his previous communication of expectations was not clear enough. Users should not consider the content of his personal X account as investment advice or signals for specific tokens. He stated that his posts are merely sharing internet content he finds interesting, and he may not even be aware if a particular post is linked to a token or project. He pointed out that neither his tweets nor his profile picture changes represent an endorsement or commitment to any project.
Regarding support for the Base ecosystem, Brian Armstrong stated that Base's goal is to build financial services infrastructure, supporting various application scenarios including stock tokenization, lending protocols, stablecoin payments, and Meme coin trading. Coinbase supports users in freely trading assets but will not use its official influence to "pump" or promote specific tokens. Both the Coinbase and Base teams are subject to compliance and regulatory restrictions, preventing them from listing certain tokens on the centralized exchange or promoting certain projects at the community's request.
Base is currently supporting ecosystem development primarily through offline Base Batches projects, developer grant programs, and investments via Coinbase Ventures and the Base Ecosystem Fund. Additionally, Coinbase will integrate some Base ecosystem DeFi protocols into its own products based on long-term user value assessment to help projects expand their distribution.
Brian Armstrong stated that Coinbase will continue to prioritize supporting projects that can create long-term user value in the future. He hopes this clarification will help the community establish clearer expectations. He also added that he may continue to post Meme content he finds interesting, but such content will not constitute investment advice.
Odaily reported that economist and Bitcoin critic Peter Schiff stated that as Chinese AI model competitors accelerate their rise, the AI bubble is further deflating. Moonshot AI's Kimi K3 is intensifying low-cost AI competition in China, putting pressure on the valuation of US AI-related companies. He believes that "it is not AI technology that has a bubble, but AI stocks," and that this bubble may have already begun to burst.
Peter Schiff mentioned that AI-related stocks are showing weak performance, with $SPCX currently trading below $121, approximately 11% lower than its IPO price and over 46% down from its all-time high. As low-cost AI models continue to emerge, the market's previous high growth expectations for AI companies may face a reassessment, and investors need to be wary of the risk of valuation corrections for AI concept stocks. However, Peter Schiff also emphasized that AI technology itself is not a bubble; what is truly being impacted is the capital market valuation frenzy centered around the AI theme.
Odaily星球日报讯 Blockworks가 발표한 Solana 2026년 2분기 토큰 보유자 보고서에 따르면, 이번 분기 온체인 토큰화 자산 거래 규모가 58억 달러로 사상 최고치를 기록하며 전 분기 대비 114% 증가했습니다. 이 중 토큰화 주식 거래는 48억 달러로 전체 네트워크 토큰화 주식 거래량의 97%를 차지했으며, 기관의 RWA 수요가 핵심 성장 동력이 되었습니다.
밈 코인 열풍 약화의 영향으로 Solana의 실질 경제 수입은 전 분기 대비 43% 감소한 5100만 달러를 기록했으며, DEX 현물 거래량은 1608억 달러로 줄었습니다. 그러나 자금 측면은 안정적인 흐름을 보여, SOL 현물 ETP 순유입액은 1억 2000만 달러, 총 스테이킹 물량은 4억 2700만 SOL로 전체 공급량의 3분의 2를 차지했습니다. Solana는 향후 Alpenglow 업그레이드 및 SIMD 관련 제안을 도입하여 인플레이션과 토큰 소각 규칙을 조정하고 SOL의 가치 포착 능력을 강화할 예정입니다.
Odaily reported that according to Lookonchain monitoring, today U.S. Bitcoin ETFs recorded a net inflow of 1,985 BTC, with a 7-day net profit of 683 BTC; Ethereum ETFs saw a net inflow of 9,765 ETH, with a 7-day net inflow of 53,449 ETH.
