Odaily星球日報訊 英偉達發言人回應稱，公司產品路線圖未受影響。此前研究機構 SemiAnalysis 稱，英偉達下一代 AI 計算架構 Kyber 因研發受挫，發佈時間可能推遲 12 個月至 2028 年，該架構原計劃用於下一代 RubinUltraGPU。瑞穗證券分析師 JordanKlein 表示，市場已多次出現類似英偉達新品延期傳聞，此類消息更像是「吸引眼球的噪音」。
受傳聞影響有限，英偉達股價週一盤中仍上漲約 1.2%。Kyber 被視為英偉達數據中心架構的重要升級，將採用全新的垂直機架設計，以提升計算密度並降低網絡延遲，同時有望帶動數據中心共封裝光學（CPO）產業鏈需求。(金十)
Odaily星球日报讯 据 Onchain Lens 监测，James Wynn (@JamesWynnReal) 的 50 倍 SP500 空单在过去 6 天内已 4 次部分爆仓。当前持仓为 149.34 单位，价值 113 万美元；开仓价为 7373.44 美元，标记价格为 7537.55 美元，爆仓价为 7555.59 美元。该仓位当前浮亏 2.45 万美元，ROE 为-108.83%，爆仓价较当前标记价格高 0.24%。过去 6 天部分爆仓亏损为 2.84 万美元，累计盈亏为-2206 万美元。
Odaily Planet Daily News: Polymarket traders estimate a 23% probability that the U.S. government will restrict public access to major Chinese AI models before the end of 2026 through legislation, executive orders, export controls, or other formal actions. Multiple U.S. Commerce Department agencies have banned employees from using DeepSeek on work devices due to data security concerns, and states including Virginia, Texas, and New York have also implemented DeepSeek device bans for state employees. (Bitcoin.com News).
Odaily星球日报讯 美联储 7 月维持利率不变的概率为 74.3%，累计加息 25 个基点的概率为 25.7%。美联储到 9 月维持利率不变的概率为 42.9%，累计加息 25 个基点的概率为 46.2%，累计加息 50 个基点的概率为 10.8%。
Odaily Planet Daily News Investment firm Summit Place Financial Advisors stated that the market expects overall corporate performance in the second quarter to be good, but investors will focus on the impact of high oil prices on corporate costs, profit margins, and product prices. The firm noted that the inflationary pressure from rising energy prices may take several months to fully transmit, and the Federal Reserve has limited room for interest rate cuts in the short term, likely to continue to wait and see.
Odaily Planet Daily News Citrini analyst jukan posted on Platform X, stating that Samsung Electronics has a market cap of 1859.1 trillion won. Its preliminary consolidated financial statements show Q2 2026 revenue of 171.0 trillion won, with market expectations at 173.0 trillion won (1% below expectations); operating profit of 89.4 trillion won, with market expectations at 84.6 trillion won (6% above expectations); net profit was not disclosed, with market expectations at 73.1 trillion won.
Recent quarterly performance: Q1 2026 revenue was 133.9 trillion won, operating profit was 57.2 trillion won, and net profit was 47.2 trillion won; Q4 2025 revenue was 93.8 trillion won, operating profit was 20.1 trillion won, and net profit was 19.6 trillion won; Q3 2025 revenue was 86.1 trillion won, operating profit was 12.2 trillion won, and net profit was 12.2 trillion won; Q2 2025 revenue was 74.6 trillion won, operating profit was 4.7 trillion won, and net profit was 5.1 trillion won.
Odaily Planet Daily News A federal judge in the District of Connecticut has reinstated common law fraud claims against Digital Currency Group founder Barry Silbert, DCG, and other defendants in the Genesis Yield lawsuit, while allowing federal securities law claims in the case to proceed.
The ruling revises an earlier decision by the court in February of this year. The plaintiffs had argued that the court had jurisdiction to hear their state law claims under the Class Action Fairness Act. Judge Stefan Underhill accepted this argument and allowed the related state law claims to be reheard.
The case centers around the failed Genesis Yield lending program, which allowed users to deposit crypto assets and earn interest. Investors allege that Silbert, DCG, and other defendants misled clients about the company's financial health and risk controls, even as they were aware of existing problems, prior to Genesis suspending withdrawals and filing for bankruptcy in early 2023.
However, not all state law claims were reinstated. The court dismissed consumer protection-related claims from four states and stayed similar claims from three other states. Overall, the ruling refocuses the case on the dispute over fraud liability involving DCG and Silbert. (The Block)
Odaily Planet Daily reported that the official X account of Bonk Inu stated that BonkDAO was attacked by a malicious governance proposal, leading to the theft of approximately $20 million worth of BONK tokens from its DAO treasury.
It is alleged that the attacker used a suspicious governance proposal to transfer assets from the BonkDAO treasury. The stolen BONK was subsequently moved to exchanges, putting downward pressure on the BONK price. Data from The Block shows that the price of BONK has fallen by more than 9%.
South Korean exchange Upbit subsequently issued an announcement stating that it has temporarily suspended BONK deposits and withdrawals to respond to this incident and mitigate potential risks. (The Block)
Odaily reported that tokenized sovereign debt startup M1X Global has completed a $5.5 million seed funding round, led by Paradigm, with participation from Breed VC and others.
It is reported that M1X Global previously partnered with the Republic of the Marshall Islands to assist in issuing the on-chain sovereign debt instrument USDM1. This product is a dollar-denominated tokenized sovereign debt instrument, 1:1 backed by U.S. Treasuries, and natively issued on a public blockchain by a sovereign nation. USDM1 was initially issued on Stellar and is now also available on Canton and Solana.
M1X President and COO Jordan Goldman stated that sovereign debt is one of the largest asset classes globally, but before USDM1, it did not exist in a native on-chain form. The company aims to establish USDM1 as on-chain sovereign collateral and expand its use in regulated financial markets.
The initial application scenario for USDM1 is domestic government aid distribution. Citizens of the Marshall Islands can receive funds via the Lomalo wallet, enabling payments to be completed in seconds without relying on traditional correspondent banking networks. M1X also stated that its recent integration with the U.S. FDIC-insured Bank of Guam further connects USDM1 to regulated banking infrastructure. (The Block)
Odaily星球日报讯 据彭博社报道，美国总统特朗普推动的战略比特币储备计划正面临法律和管辖权问题，核心争议在于美国财政部是否有权合法管理该储备。
特朗普上任初期曾提出建立战略比特币储备，主要资金来源为美国政府通过刑事或民事没收已持有的比特币，并另设数字资产库存。相关行政令还要求财政部和商务部制定“预算中性”的比特币获取策略，即不得增加纳税人成本。
不过，知情人士称，目前围绕该储备的讨论已转向是否应将其放在商务部之下，而非财政部管理。另一个争议点是，考虑到比特币价格波动性，美国政府是否能够“无限期”持有 BTC。
白宫发言人 Liz Huston 表示，特朗普政府仍在评估战略比特币储备和美国数字资产库存的最佳结构，以兑现其将美国打造为全球加密货币和前沿技术中心的愿景。（The Block）
Odaily는 보도합니다. 솔라나(Solana) 생태계의 밈(meme) 코인 프로젝트 BONK와 관련된 BonkDAO가 악의적인 거버넌스 제안 공격을 받았습니다. 공격자는 가짜 거버넌스 투표를 조작하거나 악용하여 비정상적인 제안을 실행, 재무부에서 약 2000만 달러 상당의 BONK 토큰을 빼돌렸습니다. 도난당한 자금은 여러 암호화폐 거래소로 유입되기 시작했으며, BONK 가격은 9% 이상 하락했습니다.
한국 거래소 업비트(Upbit)는 이후 BONK의 입출금 서비스를 일시 중단한다고 발표했습니다. BonkDAO는 법 집행 기관에 신고했으며, 관련 기관과 협력하여 공격자를 추적하고 자금을 회수하기 위해 노력하고 있다고 밝혔습니다.
According to statistics from Visa's on-chain data platform, USDC has expanded its lead over USDT in stablecoin trading volume in the first half of 2026. Data shows that adjusted stablecoin trading volume in June rose to $1.79 trillion, a 63% increase from May and a 125% increase from June 2025, reaching a historic high. Visa's statistics have excluded non-genuine economic activities such as bot trading and internal exchange transfers.
Total stablecoin trading volume in the first half of the year reached $8.82 trillion, exceeding the full-year 2024 level of $5.8 trillion, but still below the record $10.8 trillion set in 2025.
Structurally, USDC accounted for approximately 70% of the market share in the first half of 2026, while USDT held about 25%, indicating a significant shift in market share towards compliant stablecoins.
Analysts point out that as banks and institutions gradually utilize stablecoins for settlement and fund management, including institutions like Standard Chartered and BNY Mellon accelerating their integration into the USDC ecosystem, stablecoin infrastructure is entering an institutional expansion phase. (CoinDesk)
Odaily报道，美国总统特朗普表示：“有一些做空的人，他们麻烦大了，他们正在被清算。我从来不喜欢做空的人，因为他们是在押注与国家对立。”（金十）
Odaily 행성일보 뉴스 연방준비제도 이사 월러는 연준이 미국 정부의 재정 적자 조달을 돕기 위해 의도적으로 저금리를 유지하지 않을 것이라고 밝혔다. 인플레이션 목표 구간을 설정하는 것이 합리적이라고 생각하며, 연준 의장 월시는 2% 목표에 대한 약속을 재차 강조했다. 인플레이션 목표를 구간으로 설정하는 쪽에 더 기울고 있지만, 현재 단계에서 인플레이션 목표를 조정하면 연준의 신뢰성이 떨어질 것이라고 밝혔다. (금십)
