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2026
FRI
07/03
17:03
SemiAnalysis: Nvidia 시스템 메모리 지출 비중, 2027년까지 40% 초과 전망
Odaily星球日报에 따르면 SemiAnalysis는 X 플랫폼에서 Hyperscaler 자본 지출에서 메모리가 차지하는 비중, 특히 MU가 지난주 실적을 발표한 이후 많은 논의를 불러일으키고 있다고 밝혔습니다. 일부 시장 참여자들은 내년 이 비율이 도달할 수 있는 수준에 놀라움을 표시했습니다. SemiAnalysis는 2월 하순에 초기 의견을 발표했으며, 많은 고객이 30%라는 수치에 이의를 제기했습니다. 5월, 가격 상승 속도가 예상을 초과한 후, SemiAnalysis는 DRAM, NAND 및 HBM을 합산했을 때 Nvidia 시스템의 메모리 지출이 2026년 말까지 30%를 초과하고 2027년에는 40%를 넘어설 것이라고 응답했습니다. SemiAnalysis는 이러한 역학 관계가 향후 몇 달 안에 더 많은 이해를 얻을 것으로 예상하고 있습니다.
16:38
ANSEM 시가총액 2억 달러 돌파

Odaily星球日报讯 GMGN 数据显示,ANSEM 시가총액이 2억 달러를 돌파했으며, 현재 잠정 1억 9700만 달러로 보고되고 있습니다.

16:22
Open USD Consortium Accused of Listing Samsung and Others as Stablecoin Partners Without Consent

Odaily Planet Daily News: The consortium behind Open USD, Open Standard, has been accused of listing companies such as Samsung Electronics as supporters of the OUSD stablecoin project without their consent.

Blockmedia BD Director Tony Chung stated that Samsung Electronics said no formal discussions had taken place and was unclear what role it would play in the project.

Shinhan, Dunamu, and K Bank stated that Open Standard had inquired about their interest in participating, and they only indicated they would "consider" it, only to later find their names listed as consortium members.

Tether advisor Gabor Gurbacs stated that some of the listed partners claimed they had never signed or agreed to anything.

Circle co-founder and CEO Jeremy Allaire posted, "Integrity matters." OUSD is expected to launch later this year. (Bitcoin.com News).

16:13
一周盈利150万美元地址购入33万美元阿根廷常规比赛时间胜出

PPP 예측 시장 도구 모니터링에 따르면, Polymarket "월드컵 16강전 아르헨티나 vs 카보베르데" 예측 이벤트에서 일주일 동안 113만 달러의 수익을 올린 주소가 33만 달러를 투입해 아르헨티나의 정규 시간 승리에 베팅했습니다.

주소: 0x0346afae2603313d2bbee96b628536c8cbe352a5

Odaily Seer 예언자 채널은 예측 시장을 주시하며, 가격이 결정되기 전에 변화를 포착합니다.

16:08
世界杯 일정: 호주 대 이집트, 2시간 후 개최

PPP가 최근 일정을 알려드립니다:

• 호주 - 이집트 7월 4일 02:00 (UTC+8)

• 아르헨티나 - 카보베르데 7월 4일 06:00 (UTC+8)

• 콜롬비아 - 가나 7월 4일 09:30 (UTC+8)

최신 일정이 실시간으로 업데이트되며, 인기 경기를 한 번에 클릭하여 스마트 자금의 현재 동향을 빠르게 파악할 수 있습니다.

16:08
Sui: 등급이 매겨진 Pokémon 카드는 RipStation을 통해 Sui에서 체인 거래 및 실물 카드 교환이 가능합니다
Odaily Planet Daily News Sui가 X 플랫폼에 게시한 바에 따르면, 등급이 매겨진 Pokémon 카드는 RipStation을 통해 Sui에서 체인화될 수 있으며, 사용자는 언제든지 해당 자산을 거래하거나 실물 카드로 교환할 수 있습니다.
15:41
Vitalik이 79 ETH를 이체, 가치는 137,000달러

Odaily星球日报讯 Onchain Lens 모니터링에 따르면, Vitalik Buterin이 개인 자금 조달을 위해 79 ETH(가치 137,000달러)를 방금 이체했습니다.

15:31
Data: Listed companies have net purchased nearly 167,000 BTC this year, twice the amount mined during the same period

Odaily Planet Daily News Market data shows that listed companies have net purchased 166,984 BTC year-to-date, which is twice the 81,153 BTC mined during the same period from the beginning of the year, with an average daily purchase of 912 BTC. (BitcoinTreasuries)

15:28
BNP Paribas: Possible for Fed to Take Action in July Reduced

Odaily News Isabelle Mateos y Lago, Chief Economist at BNP Paribas, said: "If the non-farm payrolls in July are very strong, approaching or exceeding 130,000, then I believe the July meeting will be full of suspense. The uncertainty may now be lower, but in my view, the case for a Fed rate hike still holds." Before the start of the July 4th holiday, the short-term interest rate futures market priced in about a 20% probability of a Fed rate hike at the July 29th rate decision, down from 33% before the non-farm report was released. The market still expects the Fed to hike rates by 25 basis points this year, but not until December at the earliest.

Regarding the European Central Bank, Lago said: "The baseline expectation remains for another rate hike in September. However, it is worth noting that members of the Governing Council who spoke at the Sintra conference did not rule out the possibility of foregoing this additional rate hike." She warned that the normalization of energy supply could take half a year or longer to take effect, and eurozone inflation could accelerate again. Even so, she believes that apart from energy-affected regions, consumer prices in other areas will not face pressure. (Jin Shi)

15:22
ANSEM market cap briefly surpasses $200 million, hitting a new high

According to GMGN data, the market cap of Solana ecosystem Meme coin ANSEM has surpassed $200 million, reaching a new all-time high. It is currently reported at $197.6 million, with a 24-hour increase of 10.34%.

Odaily reminds users that Meme coin prices are highly volatile; please invest with caution.

15:17
“Fed Whisperer”: Trump Sets the Tone, Ushering in a New Era of “Forward Guidance” for the Fed

Odaily Planet Daily News “Fed Whisperer” Nick Timiraos posted on X platform: Trump stated that he believes Fed Chair Kevin Warsh is a dove within the Federal Open Market Committee (FOMC). This followed similar remarks made the day before by White House National Economic Council Director Kevin Hassett. A week earlier, Treasury Secretary Scott Bessent expressed hope that the Fed would maintain an “open attitude” toward inflation and predicted the Fed would ease policy this year. A new era of “forward guidance”…

15:16
Allianz Analyst: Fed May Be Forced to Raise Rates in September

Odaily Planet Daily News Allianz Chief Economist Ludovic Subran said: "The US non-farm payroll data is actually weak, but I still believe that the inflation rate will peak above 3.7%, and artificial intelligence, fiscal stimulus, and the energy industry are still supporting economic growth. The Federal Reserve may be forced to raise interest rates in September. I believe this is the real divergence between Europe and the United States."

Subran believes that after last month's rate hike, the European Central Bank will not take action again. "That was an insurance-style rate hike, but judging from the current data, it seems to have passed," he said. "The traumatic effects of the (Iran) war will take time to materialize, and the economy is still bearing the cost of the war, but the situation now is much better than a few weeks ago." (Jin Shi)

15:01
HYPE突破70 USDT,24H涨幅7.64%

Odaily星球日报讯 OKX 行情显示,HYPE 突破 70 USDT,现报 70.582 USDT,24H 涨幅 7.64%。

14:45
Bio Protocol Launches OpenLabs, Plans to Support Scientific Projects and Agent Collaboration via USDC Yield Mechanism

Odaily reports that the DeSci protocol Bio Protocol has announced the launch of OpenLabs, positioning it as a human-agent coordination layer for scientific research, aimed at transforming scientific ideas into funded execution projects. OpenLabs consists of five interconnected layers: Posts & Discovery, Projects, Agent Collaboration, a Web3 Incentive Layer, and a Bounty System. Regarding the incentive layer, OpenLabs plans to adopt a funding mechanism based on USDC yields to finance agent reasoning and tool usage. Users can deposit USDC and select projects to support. Funds are deployed into audited yield vaults such as Morpho and Aave. The generated yields flow to projects for computation, queries, and simulations, while the principal does not bear risk. Once a project reaches a stage requiring real capital, it can issue tokens via the Bio launchpad or pursue private funding following the traditional biotech path.

14:40
New Hampshire HB639 Bill Registered, Clarifying Legal Protections for Digital Asset Payments, Self-Custody, and More

Odaily reported that the New Hampshire House Bill HB639 has completed its registration process. The bill clarifies that state and local governments cannot restrict individuals from using digital assets for payments or holding assets through self-custody wallets, nor can they impose additional taxes solely for using digital assets. Furthermore, individuals or businesses operating nodes, engaging in mining or staking activities, are not required to obtain a money transmitter license, and such activities are not considered issuing or selling securities.

The bill also authorizes the state's Supreme Court to establish a "Blockchain Dispute Tribunal" specifically for adjudicating related civil disputes. It is reported that the bill will take effect 60 days after its passage.

14:37
21세 미국 시민, 이스라엘에서 이란을 위한 스파이 활동 및 암호화폐 수수 혐의로 기소

Odaily星球日报 기자, 예루살렘의 극단 정통파 신학교에서 수학 중인 미국 시민 Eli Lavon이 이스라엘에서 스파이 관련 혐의로 기소되었습니다. 기소장에 따르면 Eli Lavon은 외국 요원 접촉 혐의 2건과 적에게 정보를 유출할 수 있는 혐의 14건에 직면해 있습니다.

검찰에 따르면 Lavon은 Telegram을 통해 모집되어 민감한 장소를 촬영하고 이란 관련 연락책을 위해 암호화된 메시지가 담긴 은닉 물품을 배치했으며, 두 명의 연락책으로부터 총 약 1,379달러 상당의 암호화폐 보수를 받았습니다. Lavon의 변호사 Raz Bar Tzvi는 CNN에 "온라인에서 외국 행위자에게 연락을 받았다는 것만으로 그가 스파이였다고 단정할 수 없으며, 기소장에 명시된 사실만으로는 관련 혐의를 입증하기에 충분하지 않다"고 말했습니다. (Decrypt)