According to market sources: CoreWeave plans to issue $2.6 billion in term debt financing for M&A, with a conference call scheduled for July 20.
Odaily Planet Daily reported that Ondo Finance and Japanese financial group SBI Group have announced a strategic partnership to jointly promote the tokenization of Japanese stock assets on the blockchain and explore the use of yen stablecoins for on-chain settlement and collateral.
Ondo stated that as one of the world's largest issuers of tokenized stocks, this collaboration will connect Japan's mature capital market with the global tokenized financial ecosystem, expand the on-chain accessibility of Japanese assets, and promote Ondo's tokenized products to Japanese investors through the SBI Group ecosystem. According to the cooperation plan, the two parties will advance the following directions:
Issuing tokenized Japanese assets through Ondo's subsidiary, Ondo Global Markets (BVI) Limited;
Using the JPYSC yen stablecoin launched by SBI to provide on-chain settlement and collateral support for Ondo's tokenized assets;
Distributing Ondo's tokenized financial products through the SBI Group ecosystem.
Odaily星球日报讯 今日大宗看涨期权交易出现爆发式增长,共计 25766 枚 BTC,名义价值 16.5 亿美元的大宗看涨期权被交易,其中本月底到期的买入看涨牛市价差 7 万美元/7.2 万美元成交了近一万组,是主要的成交标的。分析认为,距离月底还有两周,如此大手笔的买入虚值 10%的看涨说明看好本月下旬的行情,但是只花费了名义价值较低的牛市价差说明只是试探性的抄底行为。市场已经沉寂的太久,稍微有一些反弹也是情理之中。
Odaily Planet Daily News: Cryptocurrency financial services company Galaxy Digital (GLXY) has announced the launch of an institutional-grade vault management service, "Galaxy Curator." Built on the decentralized lending protocol Morpho and made available to over 2,400 institutional clients via Fireblocks Earn, it helps them generate stablecoin on-chain yields without directly managing DeFi infrastructure.
Galaxy stated that the product aims to address the issue of large amounts of stablecoins held by institutions remaining idle for long periods. Due to settlement, capital deployment, and operational requirements, large-scale stablecoin assets often sit in custodial accounts, while directly engaging with DeFi protocols presents high technical and risk barriers. (CoinDesk)
According to MSX.COM data, the US pre-market chip storage sector saw a broad decline, with Arm (ARM.O) falling over 4%, SK Hynix ADR (SKHY.O) dropping over 7%, Intel (INTC.O) down over 3%, SanDisk (SNDK.O) dropping over 7%, and Micron Technology (MU.O) falling nearly 5%.
Odaily Planet Daily News Federated Hermes fund manager Karen Manna stated in a report that the institution continues to believe the Federal Reserve will largely hold steady, while inflation remains one of the most unpredictable macroeconomic variables. She noted that the shift from the low-inflation environment following the 2008-09 financial crisis to the surge in inflation after the pandemic was driven by supply chain disruptions, changes in consumption patterns, and labor market imbalances.
Although many of these distortions have subsided, a new set of variables continues to cast a shadow over the inflation outlook. These variables include tariffs implemented last year, a period of reduced economic visibility around the government shutdown last fall, elevated energy prices, and significant capital expenditures related to artificial intelligence. "The result may be that the disinflation process will be more uneven and phased than markets have experienced in past cycles, reinforcing the Federal Reserve's cautious and data-dependent approach." (Jin Shi)
오데일리 플래닛 데일리 뉴스 ARK Invest 연구 책임자 Lorenzo Valente는 최근 a16z Crypto의 "전통 금융에는 DeFi가 아닌 블록체인이 필요하다"는 주장을 공개적으로 반박하며, 금융 기관이 미래에는 개방형 DeFi 인프라 위에 구축될 가능성이 더 높다고 주장했습니다. 퍼블릭 체인은 이미 프라이빗 블록체인 솔루션보다 우월함을 입증했으며, 이더리움과 같은 개방형 네트워크에서 토큰화된 자산의 증가는 공공 블록체인이 더 강력한 네트워크 효과와 확장 잠재력을 지니고 있음을 보여줍니다.
Lorenzo Valente는 차세대 금융 인프라의 구축자는 전통 금융 기관이 아닌 Circle, Coinbase와 같은 암호화폐 네이티브 기업이 될 것이라고 지적합니다.
앞서 a16z Crypto는 전통 금융 기관이 진정으로 DeFi를 수용하는 것이 아니라, 기존 규정 준수, 거버넌스 및 운영 요구 사항을 충족하는 블록체인 기술을 선택적으로 채택하고 있다는 상반된 견해를 제시했습니다. 은행 및 자산운용사는 미래에 블록체인의 토큰화, 원자적 결제 등의 핵심 기능을 차용한 "프로그래밍 가능한 금융 인프라"를 구축하겠지만, 여전히 허가제 관리와 기관 통제를 유지할 것이라고 주장했습니다.
Sentora의 공동 창업자 Jesus Rodriguez도 이에 대해 이의를 제기하며, 금융 기관이 궁극적으로 DeFi 기반 인프라를 채택하고 그 위에 규정 준수, 수탁 및 엔터프라이즈급 통제 메커니즘을 추가할 가능성이 있다고 생각합니다.
RWA 토큰화, 온체인 결제 및 기관급 금융 애플리케이션이 빠르게 발전함에 따라, 시장에서는 "개방형 DeFi 아키텍처"와 "허가형 블록체인 시스템" 간의 미래 주도권을 둘러싼 논쟁이 가열되고 있습니다. (Cointelegraph)
Odaily星球日报讯 韩国金融委员会宣布,央行数字货币(CBDC)试点项目“汉江计划”启动第二阶段,庆南银行和iM银行正式加入,参与银行增至9家。
据悉,韩国CBDC第二阶段测试将大幅扩大存款代币的用户规模和应用场景。电子钱包数量上限将从10万个提升至50万个,使用范围从原有商户扩展至中小商户和大型企业,并新增钱包间转账功能及国库资金支付试点,将单个钱包持有上限从100万韩元提高至1000万韩元,累计持有上限则由500万韩元提升至1亿韩元。(EToday)
PPP 예측 시장 도구 모니터링에 따르면, predict.fun에서 '메시, 2026년 월드컵 골든부트 수상' 확률이 65%로 급등했으며, 24시간 동안 15% 상승했습니다. 음바페는 36%로 하락하여 2위를 기록했고, 아르헨티나에 탈락한 잉글랜드 주장 케인의 확률은 1%로 급락하여 사실상 이 상과 인연이 없어졌습니다.
오늘 새벽, 잉글랜드는 아르헨티나에 1대 2로 패하며 2026년 월드컵 결승 진출에 실패했습니다. 메시는 두 번의 결정적인 어시스트를 기록했으며, 현재 이번 월드컵에서 8골과 4어시스트를 기록 중입니다. 3어시스트를 기록 중인 음바페를 단 1어시스트 차이로 간신히 앞서며 골든부트의 향방을 마지막 순간까지 미루게 되었습니다.
PPP 시그널 알림 커뮤니티 가입하기, 한 발 앞서 기회를 잡으세요.
Odaily星球日报讯 加密创新委员会(CCI)宣布,Etherealize、Hyperliquid Policy Center 和 Tools for Humanity(TFH)正式加入。CCI 表示,新成员将增强其在链上金融、机构金融和数字身份领域的技术专长,以更好支持政策制定。
Etherealize 称,随着以太坊在机构场景中的应用加快,审慎的政策框架对释放下一代金融基础设施潜力具有重要意义。
Odaily Planet Daily News: According to the initial public offering prospectus of CXMT (Changxin Memory Technologies), national long-term funds such as the National Social Security Fund and the Basic Pension Insurance Fund, as well as industry chain leaders and large insurance institutions, participated in the strategic placement. Companies including Shenzhen San Kuai Network Technology Co., Ltd., NIO Power Technology (Hefei) Co., Ltd., ZTE Corporation, and Chery Intelligent Vehicle Technology (Hefei) Co., Ltd. were allocated an amount of 157,999,993.98 yuan, with a lock-up period of 18 months. Hangzhou Alibaba Cloud Feitian Information Technology Co., Ltd. was allocated the same amount of 157,999,993.98 yuan, with a lock-up period of 36 months.
High-Flyer Quant participated in this offline placement with a proposed subscription price of 8.78 yuan per share. The maximum proposed subscription quantity per offline order was 230 million shares, with most of High-Flyer products reporting in the range of 70 million to 140 million shares. High-Flyer Quant mainly consists of Zhejiang Jiuzhang and Ningbo High-Flyer Quant, both registered with the Asset Management Association of China, with Liang Wenfeng as the actual controller. Liang Wenfeng holds 85% of the shares in Jiuzhang Asset and 85.15% of the shares in Ningbo High-Flyer Quant. (Deep Web Tencent News)
Odaily Planet Daily News: After experiencing a "Black Monday," the Korean stock market staged a rapid rebound. However, individual investors who had aggressively bought the dip in semiconductor giants fell into the trap of "panic buying the dip and selling the bounce." According to data from the Korea Exchange, Korean retail investors collectively purchased approximately 3.89 trillion won worth of Samsung Electronics and SK Hynix shares. Of this, net purchases of Samsung Electronics amounted to 1.10 trillion won, while net purchases of SK Hynix totaled 2.79 trillion won. On that day, the stock prices of the two companies plummeted by 10.7% and 15.37% respectively, with retail investors absorbing the shares unloaded by foreign investors and institutions. However, as semiconductor stocks rebounded, retail investors quickly turned into sellers. Over the two days of the 14th and 15th, individual investors cumulatively sold 1.45 trillion won of Samsung Electronics and 3.70 trillion won of SK Hynix, resulting in a combined net sale of 5.15 trillion won for the two stocks.
Data shows that the estimated average purchase price for retail investors buying Samsung Electronics on the 13th was around 261,700 won, while their average selling price over the subsequent two days was approximately 259,400 won. For SK Hynix, the average purchase price was about 1,938,500 won, compared to an average selling price of around 1,849,300 won. Based on the shares purchased on the 13th, retail investors suffered a total loss of approximately 138.2 billion won. Meanwhile, Samsung Electronics rose about 9.8% cumulatively over the 14th and 15th, and SK Hynix gained about 12.8% over the same two days. However, because a significant portion of the dip-buying funds were sold early in the rebound on the 14th, retail investors failed to fully capitalize on the subsequent rally. (Etoday)
Odaily Planet Daily reported that Japan plans to procure 27,500 NVIDIA next-generation Rubin chips to build its independently developed foundational AI model for robotics, advancing the strategic layout of "sovereign AI." Rubin is NVIDIA's flagship chip platform for next-generation AI computing. Through this project, Japan aims to strengthen the competitiveness of its domestic AI and robotics industries while reducing reliance on overseas AI technologies and infrastructure. (Bloomberg)
Odaily星球日报 보도, AI 및 토큰화된 금융 인프라 기업 Alpaca가 1억 3500만 달러 규모의 신규 자금 조달을 완료했다고 발표했다. 이번 라운드는 Peak XV가 주도했으며, Elefund, BNP Paribas 산하 벤처 캐피탈 Opera Tech Ventures, Unbound 등이 참여했다. 현재까지 총 조달 금액은 4억 3500만 달러에 달한다. 신규 자금은 AI 네이티브 브로커 인프라와 API 우선 프라임 브로커리지 구축을 가속화하여 핀테크 기업, 은행, 증권사, 자산운용사 및 암호화폐 금융 플랫폼이 전통 시장과 온체인 시장에서 투자 상품을 구성하고, 더 많은 글로벌 암호화폐 거래소, 자산 토큰화 플랫폼 및 금융 기관에 접근할 수 있도록 지원하는 데 사용될 예정이다. (Businesswire)
Odaily reports that according to Stalkchain monitoring, a group of addresses suspected to belong to a whale accumulated a total of 10.34 million $ANSEM through 6 wallets over the past few days, investing approximately $2.551 million. They subsequently sold all tokens today, ultimately incurring a loss of about $60,700.
On-chain tracking data from Arkham and other platforms shows that the wallet cluster initially built its position in batches through 4 addresses:
3 days ago, address Eo3ck...EhWQ purchased 827,000 $ANSEM, valued at approximately $225,000;
Address CzZF7...RE74C purchased 668,000 $ANSEM, valued at approximately $191,000;
Address FY8nW...b9L5Ag purchased 758,000 $ANSEM, valued at approximately $215,000;
2 days ago, address BMRse...25rHT purchased 641,000 $ANSEM, valued at approximately $184,000.
The aforementioned 4 wallets held a total of 2.894 million $ANSEM (approximately $814,600), which were subsequently transferred to the main wallet GFsqy...26SM.
This main wallet then purchased an additional 7.535 million $ANSEM, valued at approximately $1.737 million, bringing the total holdings of the entire wallet cluster to 10.34 million tokens, valued at approximately $2.551 million.
However, the whale subsequently began to exit the position:
The main wallet sold 6.938 million $ANSEM, receiving approximately $1.943 million;
The remaining 3.491 million tokens were transferred to wallet 62dT...LrUE;
Approximately 2 hours later, this wallet sold all 3.491 million $ANSEM, receiving approximately $546,900.
Ultimately, the wallet cluster completed its full liquidation. According to on-chain transaction data, this trade resulted in a loss of approximately $60,700.
한국 금융위원회는 신한, KB, 하나, 우리, 농협 등 5대 금융지주와 그 산하 주요 은행 등 총 10개 금융기관의 2026년도 회복 및 이행 계획을 승인했으며, 사이버 공격 및 '디지털 뱅크런' 위험을 대형 금융기관 위기 관리 시스템에 공식적으로 포함시켰다고 발표했습니다.
한국 금융위원회는 온라인 금융 거래 규모가 확대됨에 따라 자금이 단시간 내에 빠르게 유출될 가능성이 있다며, 이후 디지털 뱅크런 모니터링 지표를 더욱 개선하여 유동성 위험을 조기에 식별하고, 금융기관이 사이버 보안 사고 대응 메커니즘을 강화하도록 요구할 것이라고 밝혔습니다. 또한 위기 시나리오에는 시장 충격 상황에서 여러 기관이 동시에 자산을 매도하고 유동성을 확보하려는 상황을 고려해야 한다고 덧붙였습니다. (Etoday)


