Odaily星球日報訊 比特幣（BTC）在美股 AI 板塊遭遇大規模拋售之際表現出較強韌性，目前仍維持在 6.5 萬美元附近。近期，美股「七巨頭」（Magnificent Seven）迎來自 2025 年 4 月以來最糟糕單日表現，科技股市場情緒明顯承壓。

然而，此輪 AI 股暴跌並未顯著傳導至加密市場，比特幣價格僅小幅波動，顯示加密資產與科技成長股之間的相關性有所降低。市場分析人士指出，比特幣當前走勢更多受到加密市場自身資金流、機構需求以及宏觀流動性預期影響。隨著傳統風險資產波動加劇，投資者將繼續關注 BTC 能否保持獨立行情。（CoinDesk）

Odaily星球日報訊 美國加密行業期待已久的數字資產監管法案 CLARITY 法案的推進遭遇阻礙，參議院多數黨領袖約翰·圖恩（John Thune）表示，參議院預計不會在 8 月休會前通過該法案。

CLARITY 法案旨在為數字資產建立更加明確的監管框架，推動區塊鏈和加密資產進入主流金融體系。此前，該法案已在加密行業與銀行業等反對力量之間經過多輪協商，並一度被認為接近通過。

但近期，圍繞美國總統特朗普及其家族參與加密項目所引發的利益衝突爭議，成為法案推進的新障礙。民主黨要求在法案中加入限制政府官員從加密交易中獲利的倫理條款，而共和黨此前對此持反對態度。預測市場數據顯示，CLARITY Act 今年通過的概率已明顯下降，Polymarket 數據顯示，截至週五該概率約為 37%，遠低於今年春季一度超過 80% 的水平。

加密政策機構和行業人士認為，當前延遲更多受到美國中期選舉政治因素影響。Wintermute 政策與倡導負責人 Ron Hammond 表示，支持法案的票數可能仍然存在，但「選舉政治的聲音更大」。他認為，11 月選舉後仍可能出現推動法案通過的窗口。

分析人士指出，若國會在本屆任期結束前需要優先處理政府撥款、國防等重大議題，CLARITY Act 可能進一步被邊緣化。隨著美國政治格局在中期選舉後可能發生變化，加密監管立法前景仍存在較大不確定性。（Fortune）

Odaily星球日報訊 SK 海力士正在加快其清州 P&T7 先進半導體封裝工廠的建設，將其首個潔淨室的啟用時間提前了約三個月。據業內人士 7 月 23 日透露，SK 海力士目前預計最早將於 2027 年 7 月啟用位於 P&T7 的首個潔淨室。該公司此前曾宣布的目標是 2027 年 10 月。

一位業內人士透露：「SK 海力士近期提前啟動了 P&T7 潔淨室公用設施和基礎設施項目的招標工作。公司內部預計，潔淨室的啟用時間將比原計劃提前約一個季度。」部分設備相關的招標項目未能吸引到投標人，目前正在重新發布。業內人士預計，所有公用設施基礎設施的招標工作最遲將於 8 月左右完成。（科創板日報）

Odaily星球日報訊 去中心化交易平台 Aster 宣布推出 Aster Vault Beta，允許用戶無需自行執行每筆交易，即可參與由主動管理策略驅動的交易策略。

據介紹，用戶可將資金存入 Vault，由策略管理方進行交易操作，並按照資金佔比分享策略產生的收益或承擔相應虧損。目前，Beta 階段僅開放有限數量的 Vault 供用戶使用。

Aster 表示，該功能旨在降低用戶參與主動交易策略的門檻，讓用戶能夠透過資金託管方式接入專業化交易策略。後續平台將根據 Beta 階段回饋進一步擴展 Vault 生態。

Odaily Planet Daily News Morgan Stanley strategists stated in a report that recent data indicates that the Federal Reserve will stay put at its July meeting and may keep interest rates unchanged for the remainder of this year. They wrote: "The Fed is losing patience with inflation remaining above target.

The trend of inflation in the coming months will be crucial—we expect inflation to fall as anticipated—otherwise, the Fed may shift to raising interest rates later this year." Currently, the money market has priced in expectations of nearly two rate hikes by the end of the year. However, the easing of inflation may prompt the Fed to keep rates unchanged this year, maintaining the federal funds rate in the range of 3.50% to 3.75%. "We expect the disinflation trend will keep the Fed on hold this year." (Jin Shi)

PPP 預測市場工具監測顯示，Polymarket 上「SpaceX 星艦將在 7 月 24 日進行第 13 次試飛」概率升至 77%，24 小時上漲 16%；將在 7 月 25 日進行第 13 次試飛概率升至 83%，24 小時上漲 35%。

SpaceX 此前宣布因天氣原因將 SpaceX 星艦的第 13 次試飛推遲至 7 月 24 日進行，但尚不確定天氣原因是否依然存在。SpaceX 於 7 月 17 日進行了星艦第 13 次試飛的首次嘗試，但由於部分猛禽發動機未能按預期啟動，自動發射中止程序被觸發，首次試飛失敗。據悉，SpaceX 目前全力「押注」星艦，並且已經開始拒接 2028 年以後的商業「獵鷹」火箭發射訂單。

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Odaily Odaily News CryptoQuant analyst Axel Adler stated that in the current bear market phase of Bitcoin, holders have experienced the largest scale of realized losses in history. In February 2026, the 30-day moving average (30DMA) of realized losses peaked at $1.37 billion, 19% higher than the cycle high of $1.15 billion in 2022. Data shows that since the February peak, Bitcoin realized losses have dropped by 56.5% to approximately $597 million. At the same time, the scale of realized profits has only slowly recovered to $257 million. Axel Adler pointed out that the sell-off pressure driven by losses has clearly weakened, but the market has not yet seen a sustained recovery in demand, with the decline in losses still outpacing the recovery in profits.

From a historical cycle comparison, realized losses reached $1.37 billion on February 20, 2026, a new all-time high for this indicator. The highest realized loss in the 2022 cycle was $1.15 billion, occurring on June 30, 2022. On the profit side, as of July 23, the 30DMA of Bitcoin realized profits was $257 million, a 92.7% decline from the peak of $3.51 billion recorded on December 10, 2024. It is also down 77.7% from the time when Bitcoin hit its all-time high of $124,710 on October 6, 2025. This indicator touched a low of $191 million on June 14, 2026, but has since recovered by 34.7%.

Axel Adler noted that selling pressure from profits has significantly decreased. The current volume of coins being sold for profit remains at a low level for this cycle, but this does not mean sellers are completely exhausted, nor does it indicate a recovery in market demand. If realized profits consistently rise to above $400-$500 million, it would more strongly confirm a sustained market improvement.

Additionally, Bitcoin’s Realized Profit/Loss Ratio has recovered from a low of 0.26 in June to 0.43, but remains below the 1.0 level. The analyst pointed out that while the absolute scale of realized losses in this cycle exceeds that of 2022, the relative market pressure is still lower than in 2022. Since Bitcoin’s all-time high, realized losses have exceeded realized profits on 190 out of the past 291 days. Axel Adler warns that if the profit/loss ratio falls back below 0.26, accompanied by the price breaking below the cycle low of $58,535 set on June 30, it could signal further intensification of market pressure.

Odaily星球日報訊 根據 MSX.COM 數據，午後算力芯片概念震盪反彈，魅視科技漲停，翱捷科技漲超 10%，瀾起科技、沐曦股份、海光信息、芯原股份等跟漲。消息面上，WAIC 期間，華東地區（杭州）首座國產 TPU 千卡智算集群落成儀式舉行。該集群由杭州電信、中興通訊與中昊芯英聯合打造，為中國電信體系內首個大規模國產 TPU 集群部署項目。

Odaily星球日报讯 SK海力士的亿万富豪崔泰源（CheyTae‑won），其个人财富因人工智能热潮大幅飙升。近日，韩国法院在新一轮判决中，判令他向前妻支付9440亿韩元（约合6.43亿美元）离婚财产分割款，这场旷日持久的天价离婚官司至此接近尾声。若该判决最终生效，这将是韩国史上金额最高的离婚案。据彭博亿万富豪指数，崔泰源当前身家约56亿美元，过去一年净资产已翻倍以上。目前法院尚未明确，这笔巨款将以现金还是股票形式支付。

Odaily Planet Daily News: The Iranian military issued a statement today stating that during the 24th phase of Operation "Lightning," the Iranian military used "Arash" drones early this morning to attack fuel storage facilities, equipment warehouses, and personnel quarters at the Sheikh Isa Base in Bahrain. The statement said the Iranian military also launched drone attacks on aircraft hangars, aircraft maintenance facilities, and personnel quarters at the Azraq Base in Jordan. (Jin Shi)

Odaily Odaily Planet Daily News The South Korean Financial Services Commission (FSC) has announced that it will advance the implementation of enhanced base margin requirements for single-stock leveraged ETFs and ETNs to the end of July. Starting July 31, individual investors wishing to newly purchase or increase holdings in single-stock leveraged ETFs/ETNs must hold at least 30 million KRW in cash as a base margin in their accounts. This measure applies to both domestically and overseas listed single-stock leveraged ETFs and ETNs. Financial authorities stated that the decision to strengthen investor protection measures was made earlier than planned due to the rapid growth in market capitalization and trading volume of these products since their launch on May 27, coupled with increased volatility in the stock prices of major memory chip companies.

Data shows that the total market capitalization of the 16 single-stock leveraged products currently on the market has grown from 4.4 trillion KRW on May 27 to 11.9 trillion KRW on July 15, while trading volume also rose from 10.4 trillion KRW to 13 trillion KRW. Under the previous rules, individual investors purchasing single-stock leveraged products were required to meet a base margin of 10 million KRW, and assets such as stocks, ETFs, and bonds could be calculated towards the margin requirement. After the new regulations take effect, the base margin standard will be raised to 30 million KRW, and only cash assets will be recognized, with securities and similar assets no longer eligible for calculation.

Furthermore, proceeds from securities sales can only be counted towards the base margin after they have been settled and actually credited to the account on T+2 day. Loan amounts secured by using sale proceeds as collateral also do not count towards the margin requirement. The FSC stated that this aims to restrict high-frequency circular trading behavior where investors sell securities one day and immediately repurchase leveraged products the next.

For existing investors who wish to increase their holdings, the 30 million KRW cash margin standard also applies, but selling operations are not subject to margin restrictions.

The South Korean financial authorities had previously suspended new listings of single-stock leveraged ETFs/ETNs starting July 16 and restricted related advertising. They also plan to strengthen product premium rate management mechanisms, shorten the designation process for investment warning products, and push forward adjustments to trading units.

The FSC stated it will continue to monitor market trends for these products and will consider implementing additional supplementary measures if the market overheating is not alleviated. (Chosun)

1. Paradigm unstaked $171 million in HYPE, potentially moving it to institutional custody;

2. After holding for 10 years, the MakerDAO initial team/investor address exchanged 1,050 MKR for 1.316 million USDC;

3. After holding for 3 years and incurring a loss of 14.89 ETH, Machi Big Brother sold Bored Ape #6801 to raise funds for a long ETH position;

4. Vlad Tenev said he has regained access to his account and is awaiting details from the X team;

5. The "Magnificent Seven" U.S. tech stocks saw a nearly $800 billion single-day market cap loss, with Alphabet and Tesla earnings raising AI spending concerns;

6. Worth over $40 million, the top 1,000 CASHCAT addresses hold 89.1% of the total supply;

7. Morgan Stanley analysts turned bearish on storage, with Citrini analysts suggesting it could be a factor in the KOSPI correction;

8. U.S. AI standards body: Kimi K3's cybersecurity capabilities lag behind U.S. frontier models, and security protections still allow exploit development;

9. Chip stock sell-off combined with Middle East tensions led to another sharp decline in South Korean stocks;

10. JPMorgan raised its Intel target price to $85.

PPP 預測市場工具監測顯示，在 Polymarket 上「美國與伊朗何時實現兩週停火」預測事件中，目前 8 月 14 日機率暫報 34%，單週下跌 1%；8 月 31 日機率暫報 51%，單週下跌 3%。

根據結算規則，如果在市場創建後至指定截止日期（美東時間 23:59）之間的任意時點開始，出現一段連續 14 天美國未對伊朗實施符合條件的軍事行動的時期，該市場將結算為「Yes」。符合條件的軍事行動，是指由美國發起，並直接打擊伊朗境內的空襲或地對地飛彈襲擊。

據悉，美軍已連續第 13 晚對伊朗軍事目標實施打擊，且伊朗已拒絕川普提出的停火方案，雙方短期內仍未釋放緩和信號。但據知情人士透露，川普因戰爭久拖不決愈發感到沮喪，其顧問則擔憂，戰爭已推高物價、拖累支持率並造成十餘名美軍士兵陣亡，持續消耗川普政府的政治資本，並可能進一步影響共和黨中期選舉前景。

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