Odaily News: Payward co-CEO Dave Ripley said at the Wyoming Blockchain Symposium that trading, banking, and asset management are the three key areas of focus for the company. Banking services include payments, lending, yield, and custody, all four of which Payward already possesses. Payward's subsidiary, Kraken Financial, has obtained a Special Purpose Depository Institution (SPDI) license in Wyoming and, earlier this year, received a streamlined master account from the Federal Reserve, granting access to certain central bank payment systems.

Odaily星球日报讯 Ondo Finance 产品组合负责人 John Hoffman 表示，代币化资产的发展路径与早期 ETF 高度相似：从最初的怀疑和不确定，逐渐走向更广泛的市场采用。

Hoffman 在 Wyoming Blockchain Symposium 2026 上表示，过去 33 年 ETF 的发展历程，与当前代币化市场的演进非常相似。他认为，市场正在重新经历一种新技术如何逐步改变金融市场的过程。

Hoffman 两个多月前加入 Ondo，此前曾在传统金融领域工作 18 年，并曾负责 Invesco 美洲 ETF 业务。他表示，ETF 早期也曾面临类似质疑，例如技术是否可行、到底解决什么问题，而这些问题如今同样出现在代币化资产领域。

Ondo 自 2023 年初推出 OUSG 后开始提供代币化美国国债产品，该基金面向机构投资者，提供短期美国政府债务敞口。Hoffman 称，目前 Ondo 旗下美国国债产品总锁仓价值约 20 亿美元。（The Block）

Odaily星球日报讯 Citrini 分析师 jukan 在 X 平台发文表示，据知情人士透露，SK 海力士正推进投资数万亿韩元在日本东北部宫城县建设存储芯片晶圆厂。若计划落地，这将成为韩国半导体企业在日本设立本地制造基地的首笔大规模投资。随着对日投资推进，美国预计也将加大对韩国企业赴美扩大存储芯片产能的压力，进一步增加其未来投资配置决策的复杂性。

据《韩民族日报》20 日报道，SK hynix 正寻求在日本本州东北地区的宫城县建设存储芯片晶圆厂。一名商界人士表示：“据我了解，SK 集团董事长 Chey Tae-won 近期曾亲自到访该地区。”宫城县与九州、北海道并列为日本政府计划发展为主要半导体产业中心的三个地区之一。

据报道，该项目投资规模预计达数万亿韩元。与韩国龙仁及湖南地区国内半导体集群数百百万亿韩元的投资规模相比，日本工厂将是规模相对较小的生产基地。宫城县晶圆厂将作为新增的海外制造基地，SK hynix 仍将按原计划推进龙仁及湖南半导体集群的国内投资。该计划似乎旨在全球存储芯片持续短缺的背景下，主动扩大产能。

若计划落地，SK hynix 将成为继美国美光和中国台湾 TSMC 之后，第三家在日本运营半导体制造设施的外国半导体企业。三星电子目前仅在横滨运营先进半导体封装研究中心。

不过，该投资也面临风险。美国一直在施压韩国政府及韩国企业赴美国本土投资建设存储芯片晶圆厂。如果 SK hynix 推进对日投资，华盛顿可能进一步要求其在美国扩大本地产能。此外，SK hynix 还需应对韩国国内政治不确定性，以及围绕半导体等战略性产业对日投资的社会敏感性。

Odaily讯 Bitcoin News 在 X 平台发文表示，比特币现货 ETF 今日成交量超过 53 亿美元，其中 BlackRock 占总成交量的 83.5%。

Odaily News - Lorenzo Valente, Head of Digital Asset Research at investment firm ARK Invest, stated that trading venues specializing in Real World Assets (RWA) could scale with minimal reliance on Bitcoin and Ethereum liquidity, driving RWA liquidity to fragment by asset class.

On July 23, Valente stated that DeFi is entering a new phase. Data shows that RWA accounts for 54% of Hyperliquid's weekly trading volume, with individual stocks accounting for 61% of RWA trading volume; decentralized exchanges recorded $79 billion in perpetual contract trading volume during the same period, with Hyperliquid accounting for $50 billion.

Valente believes that if Trade.xyz accounts for 90% of Hyperliquid's trading volume, it may demand a higher share of user fees. Most popular applications will still rely on shared infrastructure, and only when the cost of operating independently exceeds the value of the liquidity, users, and security they rent, would they choose to build their own chain. (Bitcoin.com News)

Odaily News - Terry Duffy, Chairman of CME Group, the world's largest futures exchange operator, and Luana Lopes Lara, Co-Founder of prediction market platform Kalshi, clashed verbally at a roundtable hosted by the U.S. Commodity Futures Trading Commission (CFTC) in Washington. Duffy questioned whether prediction markets are subject to the same regulatory scrutiny as established exchanges, noting that certain contracts could be subject to manipulation.

Terry Duffy stated that CME Group is not a "barker in a circus," and mocked some of the contracts offered by Kalshi, including the Nathan's Hot Dog Eating Contest contract. Luana Lopes Lara responded that traditional markets and exchanges carry risks as well, and that regulators should be responsible for identifying and addressing such issues; DraftKings CEO Jason Robins subsequently called for an end to attacks on one another's business models.

The dispute comes amid ongoing disagreements between federal regulators and states over regulatory authority for prediction markets, with the central question being whether contracts covering sports, elections, and other real-world events are federally regulated derivatives or gambling products subject to state law. Last week, a Washington state judge ordered Kalshi to stop offering related contracts; two days later, the CFTC asked Kalshi to continue trading, in response to New York state's attempts to block its contracts. (Decrypt)

Odaily星球日报讯 Brian Armstrong 在 X 平台发文表示，全球首个真正全球化的经济体即将到来，是时候在美国推动代币化。Coinbase 已启动非美国代币化股票业务，美国证券交易委员会和 SEC 主席 Paul Atkins 正随着本周宣布的 Reg Crypto 以及预计将很快公布的 Innovation Exemption 取得进展。在这些措施推进的同时，参议院应跟进，并于秋季通过《Clarity 法案》，使美国规则保持长期稳定。

Odaily รายงานว่า Brian Armstrong โพสต์บนแพลตฟอร์ม X ระบุว่า ฟีเจอร์ใหม่สำหรับ AI Agent ได้เปิดให้ใช้งานแล้ว กรณีการใช้งานแรกคือ Travala ซึ่งผู้ใช้สามารถใช้Large Language Model ที่ใช้งานทั่วไป ในการจองที่พักมากกว่า 2 ล้านแห่งบน Base ผ่าน USDC เขากล่าวว่า หวังว่าจะได้เห็นองค์กรต่างๆ พัฒนาต่อยอดบนพื้นฐานนี้ด้วย AWS AgentCore และเปิดบริการสู่กลุ่มผู้บริโภคกลุ่มใหม่ที่เติบโตเร็วที่สุด

Odaily星球日报讯 据 Odaily Meme 速递监测，BSC 上 POU 市值突破 60 万美元。

CZ 于 3 月 1 日发文提到 “A Crazy Idea for Token Issuance”，Proof Of Unlock 正是希望将这一概念落地。

Grok 指出，Proof Of Unlock 基于 FLAP 合约和 Binance Agent OS，将 CZ 提出的“赚取解锁（Earn-to-Unlock）”机制落地，实现对代币解锁、回购、空投、销毁和 LP 的自动管理。

Grok 补充，CZ 此前提出的”赚取解锁“机制包括：等待 6 个月、价格持续 30 天达到 2 倍、最多解锁 5%；Binance Agent OS 管理解锁供应，其中 35%用于持有者奖励、30%销毁、25%LP、10%增长储备。

"Meme 速递 "由 Odaily 独家 AI 模型筛选社区热议潜力标的。内容基于公开信息整理，不构成投资建议，请自行甄别并注意 Meme 币高波动风险。

Odaily Planet Daily News: Economist and Bitcoin critic Peter Schiff stated that Bitcoin's breakout above $72,000 is a "fakeout" rather than a genuine rally. After the U.S. Treasury announced it would double the size of its bond buyback operations to $4 billion each time, the price of Bitcoin rose from below $65,000 to above $71,000.

Schiff believes that the Treasury's buyback program has failed to prevent U.S. Treasury yields from continuing to rise, and that the scale of buybacks may need to be expanded in the future, along with the Federal Reserve launching a formal quantitative easing program. He advises investors to sell Bitcoin and buy gold. (Bitcoin.com News)

Odaily News: BitcoinTreasuries.NET posted on the X platform stating that Strive's SATA has raised sufficient funds today to purchase 200 Bitcoin. The post noted that this is its first day back to par value, with the digital credit engine operating at full capacity.

Odaily星球日报讯 HyperliquidNews 在 X 平台发文表示，Hyperliquid 未平仓量自 10 月 10 日以来达到新高，达 125 亿美元。

Odaily星球日报讯 据 Onchain Lens 监测，某巨鲸将 10 个月前积累的 4.25 万枚 HYPE 转入 GSR Markets，并将另 4.25 万枚 HYPE 转往 Cumberland 与 OKX 待售。

Odaily星球日报讯 据 Onchain Lens 监测，某巨鲸从 Coinbase Prime 累计买入并提取 6920 枚 ZEC，价值约 393 万美元。

Odaily星球日报讯 据 Onchain Lens 监测，与 a16z 相关的钱包 (0xb5E...c24e) 已解除质押，并于数分钟前向 Wintermute 转移 8.947 万枚 HYPE，价值约 660 万美元，可能用于出售。