Odaily Planet Daily News: Hong Kong stock AI model stocks weakened, with MINIMAX-W (00100.HK) falling over 10% and Zhipu (02513.HK) dropping over 5%.
1. 韓國 KOSPI 指數兩日累積上漲近 10%，機構稱槓桿 ETF 約 75% 去槓桿已完成；
2. 投資人觀點：若 CLARITY 通過，Lighter 作為美國公司將成為最大受益者；
3. 美議員要求 SEC 調查 Truth API，質疑其涉嫌違反聯邦證券法；
4. 民主黨參議員 Angela Alsobrooks 反對白宮提出的 Clarity Act 倫理條款細節；
5. 三星擬在韓國投資 2000 億韓元建設 HVAC 工廠；
6. 伯恩斯坦：Robinhood Q2 預測市場收入有望超過加密貨幣收入，上調目標價至 160 美元；
7. OpenAI CEO Altman 將於下週向美國官員介紹下一代 AI 模型；
8. 浮盈約 114.25 萬美元，巨鯨仍持有約 1463.81 萬美元美光科技多單；
9. 僅 7.1% 仍盈利，2024 年以來上線且市值超 1 億美元代幣多數跌破 TGE 價格。
Odaily Planet Daily News U.S. Representative Ritchie Torres has asked the U.S. Securities and Exchange Commission (SEC) to investigate whether Truth Social parent company Trump Media & Technology Group (TMTG)'s upcoming Truth API violates federal securities laws, and to assess if it involves issues related to market manipulation, investor protection, and conflicts of interest.
According to previous reports, the Truth API is set to launch on August 1st, providing paying customers with real-time access to public posts from popular accounts on Truth Social. Licensing fees could reach up to $100,000 per month. (Axios)
Odaily Planet Daily News According to SoSoValue data, yesterday (Eastern Time July 21) Ethereum spot ETFs saw a total net inflow of $37.471 million.
The Ethereum spot ETF with the largest single-day net inflow yesterday was Blackrock's ETF ETHA, with a net inflow of $52.7916 million. The historical total net inflow for ETHA currently stands at $11.401 billion.
The Ethereum spot ETF with the largest single-day net outflow yesterday was Fidelity's ETF FETH, with a net outflow of $15.3206 million. The historical total net inflow for FETH currently stands at $2.115 billion.
As of press time, the total net asset value of Ethereum spot ETFs is $10.478 billion, the ETF net asset ratio (market cap as a percentage of total Ethereum market cap) reaches 4.51%, and the historical cumulative net inflow has reached $11.155 billion.
Odaily Planet Daily News According to SoSoValue data, yesterday (Eastern Time July 21) the total net inflow of Bitcoin spot ETFs was $203 million.
The Bitcoin spot ETF with the largest net inflow yesterday was Blackrock's ETF IBIT, with a single-day net inflow of $164 million. IBIT's historical total net inflow has now reached $60.77 billion.
The second was Fidelity's ETF FBTC, with a single-day net inflow of $23.1066 million. FBIT's historical total net inflow has now reached $10.017 billion.
As of press time, the total net asset value of Bitcoin spot ETFs was $80.938 billion, the ETF net asset ratio (market value as a percentage of Bitcoin's total market value) reached 6.08%, and the historical cumulative net inflow has reached $51.782 billion.
Odaily星球日報訊 加密研究機構 Hazeflow 創始人 Pavel Paramonov 在 X 平台發文宣佈將關閉 Hazeflow。其表示這一決定是現實所迫，並且自己將至少暫別加密行業一個月，之後再決定未來方向，並坦言「目前對加密行業有些失望」。
Odaily星球日報訊 知情人士透露，三星正洽談參與人工智慧新創公司Mistral的新一輪融資，該輪融資可能使Mistral的估值達到約200億歐元。此舉將助力這家法國公司成為美國科技巨頭的主要替代選擇。其中一位知情人士表示，三星此前已透過其風險投資部門支持過該公司，此次可能在新一輪融資中投入約10億歐元。
此次洽談反映出人工智慧開發商正廣泛尋求與半導體供應商建立合作夥伴關係，以應對行業內算力需求遠超供應的局面。在川普政府上個月禁止外國用戶訪問Anthropic最新的Mythos和Fable模型後，歐洲和亞洲企業及政府對美國領先AI模型替代方案的興趣不斷上升。Mistral自成立以來一直專注於開發開源AI模型，允許客戶進行定製和控制，這意味著任何公司或政府都無法將這些模型關閉。（英國金融時報）
PPP Prediction Market Tool monitoring shows that in the predict.fun "LPL Third Season LGD vs. EDG" prediction event, the probability of LGD defeating EDG is temporarily reported at 46%.
This afternoon, the 2026 LPL Third Season officially kicks off, with the first match featuring LGD against EDG. This match follows a BO3 format, as both teams make their debut in the Summit Group, opening the curtain for the third season.
In the second season, both LGD and EDG achieved 3 wins and 2 losses in the Rebirth Group, ranking third and fourth respectively. However, upon entering the playoffs, LGD lost 0:3 to TES, and EDG also fell 0:3 to AL, with both teams stopping in the first round.
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Odaily Planet Daily News South Korea's KOSPI Index rose as much as 6.2% during Wednesday's trading session, with a cumulative increase of nearly 10% over the past two trading days. Among individual stocks, SK Hynix once surged over 9%, Samsung Electronics rose more than 6%, and chip stocks led the market rally.
A recent report from JPMorgan indicates that the de-leveraging process for South Korea's leveraged ETF positions is approximately 75% complete. According to data from the Korea Financial Investment Association, as of July 16, the balance of margin financing in South Korea had fallen to 33.4 trillion won (approximately $22.6 billion), down 13% from its peak at the end of June.
Furthermore, as of Wednesday morning, foreign investors have made net purchases of South Korean stocks exceeding $1 billion, marking the first large-scale inflow in about a month. (Bloomberg)
Odaily Planet Daily News a16z crypto stated that the monthly transfer volume of tokenized stocks reached $9.22 billion in June this year, an increase of more than 170 times from $53 million in June last year. This metric measures all on-chain related activities, including transactions, transfers between wallets, and depositing collateral into DeFi protocols.
a16z crypto pointed out that compared to the traditional stock market with monthly trading volumes in the trillions of dollars, the scale of the tokenized stock market is still small, but more and more issuers and platforms are launching tokenized stocks.
Odaily星球日報訊 Bitget CEO Gracy Chen 表示，無論美國 Clarity Act 是否獲得通過，Bitget 都已決定進入美國市場。她表示，Bitget 正重新評估並重啟美國擴張計劃，將在推出服務前取得美國所需的匯款牌照、衍生品及經紀交易商等相關許可，並設立一家獨立的美國實體。
此外，她還透露，Bitget 已與紐約證券交易所（NYSE）和納斯達克（Nasdaq）展開溝通，探討合作推動傳統資產代幣化（RWA）的分發，並將兩家交易所視為潛在合作夥伴。（The Block）
PPP 預測市場工具監測顯示，在 Polymarket「比特幣 7 月觸及價格」預測市場中，BTC 觸及 6.75 萬美元的機率暫報 75%，觸及 7 萬美元的機率為 34%，觸及 7.25 萬美元的機率為 12%。
近期，比特幣延續反彈走勢。據 OKX 行情顯示，BTC 昨日晚間一度逼近 6.7 萬美元，市場情緒持續回暖。此外，此前宣布看多比特幣的巨鯨「先定十個大目標」已於昨日凌晨止盈離場，但其在 X 平台發文表示，「趨勢看多不變，此次獲利了結、落袋為安。」
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Odaily星球日報訊業內人士透露，三星電子計劃在其位於韓國光州的園區內新建一座HVAC（暖通空調）製造工廠，旨在加速拓展企業對企業中央空調業務。
報導稱，三星近期已向當地政府提交了光州園區新設施的建設許可申請。該項目預計投資約2000億韓元，旨在加強HVAC系統產能，包括面向AI數據中心的冷卻設備。（財聯社）
