Odaily星球日报讯 블록체인 회사 Consensys는 올해 초 제3자 서비스 제공업체를 통해 Tyler Knapp이라는 가명을 사용하는 소프트웨어 개발자를 영입했으며, 이후 조사 결과 그가 북한과 연계된 것으로 밝혀졌습니다. 해당 개발자는 컨설턴트로 협력했으며, 약 한 달간 Consensys의 일부 시스템에 접근할 수 있었습니다. Consensys의 총괄 법률 책임자 Matt Corva는 Tyler Knapp이 회사 직원이 된 적은 없다고 밝혔습니다. 회사는 위협을 발견한 후 그의 접근 권한을 차단하고 전면적인 조사에 착수했으며, 자산이나 데이터 유용, 악성 코드 배포가 없었고 사용자 보안에 영향을 미치지 않았음을 확인했습니다. 이 사건 이후 Consensys는 제품 출시를 일시 중단하고 조사를 진행했습니다. Matt Corva는 회사가 엔지니어링 및 개발 업무 아웃소싱 관행을 재평가할 것이라고 밝혔습니다.
Odaily Planet Daily News: AI infrastructure project Venice has announced an update to its VVV and DIEM token economic models, introducing a new programmatic buyback and burn mechanism, and gradually increasing the DIEM supply target from 38,000 to 40,000 tokens.
Venice stated that VVV is its core ecosystem asset, an ERC-20 token issued on the Base chain. After users purchase and stake VVV, they can earn rewards, unlock Venice Pro benefits, and use it to mint DIEM. Previously, a portion of the platform's revenue was used for market buybacks and burning VVV.
This update first expands the sources of VVV burning. Previously, Venice had already implemented an automated VVV buyback and burn mechanism through Pro, Pro+, and Max subscription revenues. Now, this mechanism will cover API credit purchases: for every $100 worth of Venice API credits purchased by a user, $5 will be used to buy and burn VVV. This process will be executed automatically, and as API usage grows, more VVV will be removed from circulation.
Venice stated that the newly added API burn mechanism will be tracked separately on the official burn page, displayed distinctly from the burn records generated by subscription revenue.
At the same time, Venice will adjust the DIEM supply target. DIEM is the second-generation token in the Venice ecosystem, used to provide access to AI models. Each DIEM corresponds to $1 of Venice AI credit per day.
DIEM can only be minted by staking and locking VVV. Users can use or sell these AI credits. Previously, the DIEM supply target had been fixed at 38,000 tokens for a long time.
Starting from August 3rd, this target will be gradually increased to 40,000 tokens, creating up to 2,000 new DIEM minting capacity for the market. Since each additional DIEM requires locking more staked VVV, this will correspondingly increase the daily supply of AI API credits.
Venice stated that as the DIEM supply approaches the target, the mint rate will gradually increase. This increase in the supply target will provide users with greater minting capacity while maintaining the ecosystem's supply-demand mechanism.
This adjustment shows that Venice is strengthening its token economic feedback loop through the path of "growing demand for AI services → increase in API revenue → continuous burning of VVV → value capture by the ecosystem."
Odaily Planet Daily는 Trump Media & Technology Group(TMTG)이 Truth Social 플랫폼의 실시간 정보 스트림을 상업화하여 기관 고객에게 트럼프 게시물에 대한 고속 액세스 데이터 서비스를 제공하는 방안을 모색 중이며, 가격은 월 10만 달러에 달한다고 보도했습니다. Trump Media & Technology Group은 잠재 고객에게 6자리 수의 월 요금 제안을 제시하여 사용자가 Truth Social에서 트럼프 대통령의 최신 소식을 더 빠르게 받아볼 수 있도록 했습니다. 이 서비스는 주로 낮은 지연 시간으로 정책 신호, 시장 심리 및 정치적 사건의 영향을 추적하려는 기관 투자자를 대상으로 합니다.
Truth Social은 트럼프의 주요 공개 발언 채널 중 하나로서 그 콘텐츠는 오랫동안 금융 시장의 관심을 받아 왔습니다. 트럼프가 발표한 정책 견해, 관세 조치, 규제 입장 등의 정보는 과거 여러 차례 주식, 환율 및 암호화폐 시장 변동을 촉발했습니다. 그러나 현재 이 고속 데이터 서비스가 고객과 계약을 체결했는지, 또는 얼마나 많은 기관이 관련 비용을 지불할 의향이 있는지는 아직 알려지지 않았습니다. (파이낸셜 타임스)
Odaily는 Meta Platforms(META.O)가 Anthropic과 컴퓨팅 파워 임대 계약을 협상 중이며, 협력 계약 규모는 최대 100억 달러에 달할 수 있으며 기간은 2년이라고 보도했습니다. (뉴욕타임스)
Odaily Planet Daily News: According to MSX.COM data, the US stock memory/storage sector turned positive and continued to climb. SK Hynix rose over 8%, SanDisk rose over 4%, and Micron Technology rose over 3%. The Philadelphia Semiconductor Index also narrowed its decline to less than 1%, after previously plunging 5.6%.
Odaily Planet Daily News The French National Gambling Authority (ANJ) announced on July 17 that it will block access for users within France to the prediction market platform Polymarket, after the platform had already been prohibited from accepting financial transactions from French accounts.
The ANJ stated that although France had already restricted financial transactions related to Polymarket in November 2024, the platform's website remained continuously accessible to French users, with user traffic growing, leading to the decision to implement further web-blocking measures.
Data shows that Polymarket allows users to engage in prediction trading regarding the outcomes of future events, including politics, economics, sports, and other fields. Because the platform displays betting odds for different events in real-time, French regulators believe this form constitutes advertising for unauthorized gambling websites.
The ANJ noted: "Promoting unauthorized betting or gambling websites in any way constitutes a criminal offense." Such violations could result in fines of up to €100,000 (approximately S$147,000).
The regulatory body stated that although French accounts can no longer conduct related transactions, traffic from French IP addresses has continued to rise, with visits reaching 578,751 in June.
This blockade further highlights the attention European regulators are paying to prediction market platforms. As decentralized prediction markets like Polymarket grow rapidly worldwide, how to classify them—as financial innovation, information markets, or gambling operations—is becoming a focal point of regulatory discussions across countries. (Straitstimes)
Odaily reported that "White Hair Stock God" Serenity posted on platform X, stating that due to the recent market downturn, his investment portfolio experienced a maximum drawdown of 49.4% this month, but he maintains his view on the long-term trend of the AI industry chain.
Serenity revealed that his investment portfolio is mainly concentrated in key segments of the AI industry chain, including: semiconductor upstream, memory chips (Memory), photonics technology (Photonics), humanoid robots (Robotics), and AI infrastructure-related companies. Because these areas typically have higher beta attributes, leverage was previously used for investments, but leverage levels have been reduced following the recent market decline.
Facing market skepticism towards AI-related assets, Serenity stated that recently, a large number of investors have begun to believe: "AI is a bubble," "Memory chips and the Korean KOSPI market are a bubble," "Photonics technology is a bubble,"
"Humanoid robots will not succeed," "Neocloud (new AI cloud service providers) will eventually be replaced by hyperscale cloud providers like Meta." At the same time, some retail investors and trading bots have even started saying, "Liquidate everything, the market will not recover."
Serenity said he still believes these investment themes are supported by structural revenue growth and technological change. He has experienced similar drawdowns in the past when global tariff risks impacted the market, and the market eventually rebounded. His investment horizon is long-term, allowing him to withstand higher volatility, and he will not change his long-term judgment based on short-term price fluctuations. Sharing this drawdown data is also to maintain transparency and let the market see the real risks behind high-volatility growth investments.
Serenity added: "If my prediction is that the revenue inflection point will come in the second half of 2027, and it's only 2026 now, then a decline of just a few weeks or months does not prove that the investment thesis has failed."
Odaily星球日报讯 摩根大通跨资产策略主管 Fabio Bassi 表示，只要人工智能仍是市场主线，欧洲股市的表现就可能持续落后于全球其他主要市场。Bassi 称：“如果 AI 主题仍然具有主导地位，我认为欧洲无法缩小与其他市场之间的差距。”他指出，欧洲面临政策利率较高、能源价格高企以及生产率偏低等结构性阻力。不过，他认为，从中期宏观经济角度来看，欧洲市场仍具备支撑因素。由于欧洲拥有大量出口型企业，在全球经济保持韧性的背景下，欧洲股市将从中受益。(金十)
Odaily星球日报讯 据官方公告，币安宣布将在 2026 年 7 月 17 日 16：00（UTC）起陆续上线 Aerodrome（AERO）至 SimpleEarn 灵活产品、“买币”页面、币安闪兑、币安杠杆（全仓和逐仓）以及 VIP 借贷。用户可通过 VISA、万事达卡等方式即时购买 AERO，并在闪兑、杠杆和借贷功能中使用 AERO，相关服务将在 AERO 现货上线后一小时内开放。
Odaily星球日报讯 Pantheon 的 Samuel Tombs 表示，密歇根大学消费者信心指数从 6 月的 49.5 升至 54.4，高于经济学家预期的 50.5，但仍低于去年平均水平。Samuel Tombs 指出，通胀预期下降给美联储带来一些安慰，但工人缺乏杠杆作用，意味着工资增长因近期总体通胀回升而上涨的可能性很低。（金十）
Odaily星球日报讯 2026 세계 인공지능 대회(WAIC) 과학 프론티어 포럼에서 도링상 수상자 요슈아 벤지오가 원격 연결을 통해 경고를 발표했습니다: “AI는 악행을 저지르는 진입 장벽을 낮추는 동시에 피해의 상한선을 높이고 있습니다.”
최근 몇 년 동안, 이 선견지명이 있는 ‘AI 대부’는 AI가 가져오는 안전 문제에 대응하는 데 전념해 왔습니다. 벤지오가 주도하는 LawZero 프로젝트는 AI의 속임수, 자기 보호 등 유해한 행동을 식별하고 차단할 수 있는 보호 시스템을 구축하는 데 힘쓰고 있습니다. 그가 이끄는 국제 AI 안전 보고서도 일관된 결론을 내렸습니다: 현재의 안전 조치는 이미 AI 능력의 급속한 발전 속도를 따라잡지 못하고 있습니다. (텐센트 테크놀로지)
According to Odaily, Robinhood is betting on the decentralized finance (DeFi) market by building its own blockchain, Robinhood Chain, aiming to bring over 10 million active users into the on-chain ecosystem. However, current network trading activity is still primarily driven by Meme coin speculation, while the initially touted vision of tokenizing Real World Assets (RWA) has yet to gain traction.
Robinhood Chain has recently experienced a rapid surge in trading volume. On July 12, the chain's 24-hour DEX trading volume reached approximately $878 million, briefly surpassing Coinbase's Base and Ethereum to rank among the top in decentralized trading volume, drawing attention from the crypto community. However, Robinhood Chain is still in its early stages. Data shows:
1. On July 13, the chain's perpetual contract trading volume was only about $5.9 million, compared to $8.9 billion for leading on-chain derivatives platform Hyperliquid during the same period;
2. Robinhood Chain shows a bridged TVL of approximately $734 million, but its actual on-chain Total Value Locked (TVL) is about $211 million, with some assets remaining in wallets rather than entering lending or yield protocols;
3. The market cap of RWA tokenized assets currently stands at just about $12.66 million.
Currently, most of Robinhood Chain's trading activity comes from Meme coins. The CASHCAT token, recently launched on the chain, surged over 2,100% in one week, reaching a market cap of $156 million at one point—12 times the total size of the entire on-chain RWA market.
Robinhood stated that early on-chain activity is in line with expectations, with developers building the ecosystem and users participating in network usage. The company emphasized that the long-term goal remains bringing real-world assets like stocks and ETFs on-chain, enabling round-the-clock trading and on-chain lending services.
Analysts believe that Robinhood Chain's development path is similar to the early stages of some new public chains: initially gaining traffic through speculative trading, then needing to prove it can convert this into long-term users, a developer ecosystem, and real financial applications. The key question is whether Robinhood can leverage its vast retail user base to transform the short-term Meme coin craze into a sustainable on-chain financial ecosystem. (CoinDesk)
