Odaily Planet Daily News: A-share C Changxin turned red in the afternoon, after previously falling over 6.5%, with a turnover exceeding 30 billion yuan.
1.韓國 KOSPI 指數最新下跌 1.4%，SK 海力士跌 5.8%；
2.部分 BTC 已 8 年未動，Bitminter 創始人關聯地址轉移 829 枚 BTC；
3.高通 9 月起上調晶片價格，漲幅達兩位數；
4.“AI 股神”交易遭遇回撤，正尋求新資金支持；
5.美國銀行家協會主席：希望《CLARITY Act》通過，但穩定幣問題仍需解決；
6.凍結權限擴大，韓國擬允許金融當局暫停可疑加密帳戶支付；
7.Polymarket「比特幣將在七月份下跌觸及 62500 美元」機率跌至 28%，24 小時下跌 23%；
8.Zcash 創辦人稱 ZEC 供應量可即時驗證，否認存在秘密增發可能。
Odaily星球日報訊 據 Gate 數據，韓國 KOSPI 指數最新下跌 1.4%，SK 海力士跌 5.8%，三星電子漲 0.2%。
Odaily星球日報訊 「AI股神」Leopold Aschenbrenner 管理的 Situational Awareness 基金在 2026 年 6 月前累計上漲 439%，但在 7 月 AI 板塊拋售中遭遇重創。目前該基金正與現有投資者和貸款方溝通，尋求新增資本，並向部分 LP 提供從投資組合中購買資產的機會。
消息人士稱，此次資金溝通更像是臨時應對，而非有組織的新一輪募資。該基金此前透過多家大型投行主經紀商使用槓桿放大 AI 交易敞口，使市場回撤進一步轉化為資金壓力。
Aschenbrenner 在 7 月 24 日致投資者信中承認，基金未能避免此次市場衝擊，尤其亞洲市場受到較大影響。不過他認為，此輪拋售可能是 2025 年初以來最佳買入機會，並計劃開放 8 月 1 日新增資金窗口，同時將 Anthropic 潛在 IPO 視為下半年催化劑。
據披露，7 月部分持倉跌幅明顯，其中甲骨文和 AMD 月內跌約 20%，Nebius、Saronic AI、Bloom Energy、SanDisk 等跌幅更大；納斯達克 100 指數 7 月下跌約 10%，韓國綜合指數跌幅約三分之一。
目前由於缺乏基金具體回撤幅度數據，尚無法判斷此次融資是因槓桿壓力導致的被動補充資本，還是主動加倉布局機會。不過市場走勢顯示，更接近前者。若出現被迫賣出，去槓桿過程也可能帶來部分基本面未發生明顯變化資產的折價機會。
Odaily Planet Daily News During Qualcomm's earnings conference call, CEO Cristiano Amon stated that the company plans to increase chip product prices starting September 1, with a double-digit percentage increase, in order to drive profit margins back to historical levels.
Amon said the price increase is mainly due to rising costs across the entire supply chain, not just the impact of memory chip price increases. Qualcomm will conduct pricing negotiations with customers on a case-by-case basis.
He noted that there is currently a phased mismatch between costs and product pricing, leading to a slight short-term decline in gross margins.
Odaily Planet Daily reports According to SoSoValue data, yesterday (Eastern Time July 29) Bitcoin spot ETFs had a total net inflow of $32.1099 million.
The Bitcoin spot ETF with the highest single-day net inflow yesterday was BlackRock's ETF IBIT, with a single-day net inflow of $89.8281 million. IBIT's historical total net inflow currently stands at $60.421 billion.
The Bitcoin spot ETF with the highest single-day net outflow yesterday was Fidelity's ETF FBTC, with a single-day net outflow of $43.0832 million. FBTC's historical total net inflow currently stands at $9.959 billion.
As of press time, the total net asset value of Bitcoin spot ETFs was $77.455 billion, with the ETF net asset ratio (market value as a percentage of Bitcoin's total market cap) reaching 6.08%. The historical cumulative net inflow has reached $51.357 billion.
According to SoSoValue data, as of yesterday (July 29, Eastern Time), Ethereum spot ETFs recorded a total net outflow of $18.6542 million.
The Ethereum spot ETF with the largest single-day net inflow yesterday was the Morgan Stanley Ethereum Trust MSSE, with a single-day net inflow of $14.297 million. Currently, MSSE's historical total net inflow stands at $19.4457 million.
Next was Blackrock's ETF ETHA, with a single-day net inflow of $5.1632 million. Currently, ETHA's historical total net inflow has reached $11.43 billion.
The Ethereum spot ETF with the largest single-day net outflow yesterday was Fidelity's ETF FETH, with a single-day net outflow of $16.0729 million. Currently, FETH's historical total net inflow stands at $2.105 billion.
As of press time, the total net asset value of Ethereum spot ETFs is $10.369 billion, with the ETF net asset ratio (market value as a percentage of Ethereum's total market cap) at 4.56%, and the historical cumulative net inflow has reached $11.188 billion.
Odaily星球日報訊 7 月 29 日，波場 TRON 創始人孫宇晨在馬來西亞區塊鏈週 2026（Malaysia Blockchain Week 2026）上發表影片主題演講。他表示，DeFi、TradFi 與 AI 正透過相同的資產、支付通道和使用者群體加速融合，金融的未來將是一個由機構、開放區塊鏈網路和 AI 協同運作的連接系統，而波場 TRON 的基礎設施能力將成為支撐這一變革的重要基石。
孫宇晨指出，波場 TRON 的規模和效率使其天然適配 AI 代理支付場景，生態內的 B.AI 與 Bank of AI 已為 AI 代理賦予獨立身分和自主交易能力，其中 B.AI 使用者數量已突破 200 萬。他同時以 T3 FCU 凍結約 4.5 億美元非法資產的成果回應了行業合規關切，並稱波場 TRON 的目標是搭建人類與 AI、本地市場與全球流動性之間的橋樑，為下一代價值流動和普惠金融提供開放基礎設施。
馬來西亞區塊鏈週 2026 於 7 月 29 日至 30 日在吉隆坡世界貿易中心舉行，是東南亞最受期待的 Web3 盛會之一。本屆活動匯聚了全球政策制定者、行業領袖、開發者及投資者，共同探討區塊鏈、數位資產和新興科技的未來演進方向。
PPP Prediction Market Tool monitoring shows that in the Polymarket event "Will BTC drop to $45,000 within 26 years," a new account (0x42d150e0171590b28332a61b3f4cfca0a34cdab6) purchased $90,000 worth of BTC betting it will not drop to $45,000 within 26 years, with an opening price of 73¢.
This event will be settled based on the lowest price of the 1-minute candlestick of the Binance BTC/USDT trading pair during the period from November 24, 2025, 14:00 to December 31, 2026, 23:59 (Eastern Time).
If, within the aforementioned time range, the final Low price of any 1-minute candlestick of the Binance BTC/USDT trading pair is lower than or equal to the price specified in the title, the event will be immediately settled as "Yes"; otherwise, it will be settled as "No."
Settlement data only refers to the Low price of the 1-minute candlestick from the Binance BTC/USDT trading pair page. Prices from other exchanges, other trading pairs, or spot markets will not be considered.
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