星球早讯

1. Spotify asks Kalshi and Polymarket to remove brand logos, streaming manipulation incident affects prediction market settlements;

2. Korean companies question OUSD alliance member list: Samsung and others claim they did not participate in consultations and are unclear about their roles;

3. IMF: The direction of tokenization systems depends on policy choices, with stablecoins and two other types of settlement assets likely coexisting;

4. Serenity: NVIDIA is the kingmaker of the ASIC market, while manufacturers like Marvell continue to divert Broadcom's market share;

5. Serenity: Chinese VC funds are accelerating their flow into the physical AI and world model tracks;

6. CME Group's average daily trading volume of crypto contracts in June rose 76% year-on-year, with notional value exceeding $10 billion;

7. South Korean stock market leverage frenzy: ETF scale surges to $45 billion, leverage exposure hits record high;

8. Meta's Chief AI Officer responds to market misunderstanding: Zuckerberg's remarks about slowing AI agent development are not specifically referring to Meta.