Odaily星球日報訊 持續兩年的 Anthropic 圖書版權集體訴訟正式結束，美國聯邦法官批准 15 億美元和解方案，創下美國已知版權和解金額紀錄。

此前法院認定，Anthropic 使用圖書訓練 Claude 模型屬於合理使用，但其下載並保存超過 700 萬本盜版書籍的行為仍構成版權侵權。

目前，超過 91%的相關作者和出版商已申請賠償。部分權利人選擇退出和解，並將在其他訴訟中繼續追究 Anthropic 責任。該案件也成為美國 AI 訓練版權訴訟中首個完成審理、裁決及和解程序的重大案件。

Odaily星球日報訊 7 月 21 日，Polymarket 新註冊了一個 Polymarket Perps 官方獨立 X 帳號，該帳號目前僅發布了 3 條帖子。Polymarket 平台的永續合約交易仍只面對白名單，平台用戶需要邀請碼才可開通，但 Polymarket Perps 官方帳號已在推文中公佈了一個官方邀請碼，暫不清楚是否為永久邀請碼。

Polymarket 此舉可能意味著其已準備好大力推廣平台合約交易。

Odaily星球日报讯 美国情报记者 John Hudson 表示，美国情报机构评估显示，对新一轮针对伊朗的军事打击持悲观态度：现任和前任官员表示，这些打击不太可能对伊朗产生重大影响，也不太可能软化其谈判立场。据美国情报分析人士称，德黑兰和华盛顿陷入了战争与和平之间无限期的僵局，鉴于两国之间针锋相对的敌对行动日益致命，这种局面令人不安。

此外，他们指出，像伊朗问题这样的情报评估并非旨在对未来做出具体预测。相反，它们是基于所有可获得的机密情报（包括人力间谍和技术搜集）以及公开资料，对当前和未来可能趋势的概括。(金十)

Odaily星球日報訊 FTX 表示，僅在 6 月 16 日前完成索賠確認、KYC 驗證、稅表提交及制裁篩查，並成功在 BitGo、Kraken 或 Payoneer 完成入駐的 5A、5B、6A、6B 及第 7 類索賠持有人具備領取資格，資金將在 7 月 31 日起 1 至 3 個工作日內到帳。

目前仍有 45 個司法管轄區的債權人因缺少可用分配服務商無法參與本輪分配，其中包括俄羅斯、烏克蘭、古巴、伊朗等地區。FTX 表示，服務商覆蓋範圍未來可能調整，但即使後續開放，也無法追溯 7 月 31 日的支付。

FTX 提醒，若債權人在 7 月 31 日起 6 個月內未完成服務商入駐，可能喪失對應索賠的分配權。截至目前，FTX 公佈的累計分配比例為：5A 與 5B 類 105%、6A 與 6B 類 103%、第 7 類 120%，但該比例基於法院批准的索賠金額，而非當前市場價值。

Odaily Planet Daily News: Base Co-Founder Jesse Pollak stated that Robinhood Chain's introduction of tokenized stocks in the EVM environment is one of the things it did right, expressing regret that Base had fallen behind in this area previously.

Jesse Pollak indicated that Base will soon collaborate with Coinbase to address this issue, planning to launch a tokenized stock product backed by 1:1 stock assets. He stated that compared to the derivative model offered by Robinhood, this solution will have better expandability in terms of trust, capital efficiency, and institutional acceptance.

Jesse Pollak noted that combining the world's largest capital market with EVM financial programmability on Base will form a powerful financial infrastructure.

Odaily星球日报讯 Kimi K3 发布后，美股半导体板块因市场担忧「DeepSeek 时刻 2.0」出现下跌，但瑞银、野村、美银证券和花旗均认为，Kimi K3 并未削弱 AI 算力需求，反而可能进一步推动 AI 基础设施扩张。

机构表示，Kimi K3 拥有 2.8 万亿参数、100 万 token 上下文窗口，并支持常开推理、原生多模态及 MoE 架构。其大规模参数和长上下文能力将增加 KV 缓存占用，并提升 HBM、服务器 DDR5、企业级固态硬盘、云基础设施及高速互联需求。

花旗称这一趋势为「又一次杰文斯悖论」，即模型效率提升和成本下降可能带来更多应用场景与 token 消耗。瑞银表示，开源模型通常因更长上下文窗口而更加依赖内存和存储；花旗认为，Kimi K3 大规模部署可能需要由 64 块以上 GPU 组成的超节点。野村则认为，全球大模型竞争将持续推动前沿实验室和云平台投入，利好 AI 基础设施产业链。

不过，美银证券提示，若模型效率提升速度持续超过工作负载增长，且实际使用量未同步扩大，AI 基础设施建设仍可能面临回落风险。

Odaily news, July 21. According to SoSoValue data, the crypto market sectors saw a broad rebound. The DeFi sector performed notably, rising 2.28% in 24 hours. Within this sector, Hyperliquid (HYPE) increased by 3.55%, while DeXe (DEXE), Uniswap (UNI), and Lido DAO (LDO) rose by 4.96%, 5.32%, and 11.80%, respectively. At the same time, Bitcoin (BTC) rose 0.80%, breaking through $65,000, and Ethereum (ETH) increased 1.88%, surpassing $1,900.

Looking at other sectors, the RWA sector rose 2.02% in 24 hours. Within this sector, Maple Finance (SYRUP) increased by 6.13%. The PayFi sector rose 1.00%, with Telcoin (TEL) gaining 2.62%. The Layer1 sector increased by 0.62%, led by NEAR Protocol (NEAR) which rose 4.40%. The CeFi sector edged up 0.22%, with NEXO (NEXO) gaining 1.85%. The Meme sector saw a modest increase of 0.17%, with Bonk (BONK) surging 15.22%. The Layer2 sector ticked up 0.04%, with Arbitrum (ARB) rising 2.14%.

Only the SocialFi sector experienced a slight decline of 0.96%. In this sector, Gram (GRAM) dropped by 0.76%, but Chiliz (CHZ) managed to rise 3.06%.

The crypto sector indices, reflecting historical sector performance, showed increases: the ssiDeFi, ssiRWA, and ssiDePIN indices rose by 2.38%, 2.14%, and 1.59%, respectively.

Odaily星球日報訊 Base 聯合創始人 Jesse Pollak 發文表示，Base 專注於重塑金融生態，包括交易、支付、代理、開發者驅動的創新長尾效應以及 Meme 交易等領域。

Jesse Pollak 表示，團隊將持續擴大對開發者的支持規模，從分批支持到 BEF（Base Ecosystem Fund），再到大規模分發，重點支持那些能夠自然獲得市場認可的產品。

Odaily星球日報訊 Arbitrum 上的 RWA 交易平台 Ostium 發文表示，團隊正在努力於本週重啟平台，目前審計師、第三方網路安全專家及工程團隊正在進行最終檢查。

Ostium 表示，交易恢復後，未平倉位將按照恢復時即時市場價格重新標記，不會因暫停期間價格波動被清算；若恢復時倉位已低於清算閾值，將執行清算；掛單將保持原樣。

針對受影響的流動性提供者，Ostium Labs 表示正在制定恢復方案，計劃從自身資產負債表中出資，並聯合新老合作夥伴進行補償，具體方案將於後續公佈。

According to SoSoValue data, yesterday (Eastern Time July 20) the XRP spot ETF recorded a total net inflow of $2.4909 million for the day.

Yesterday, only the Bitwise XRP ETF (XRP) saw net inflows, with a single-day net inflow of $2.4909 million. Its total historical net inflow has now reached $501 million.

As of press time, the total net asset value of XRP spot ETFs stands at $1.017 billion, with an XRP net asset ratio of 1.46%, and the cumulative historical net inflow has reached $1.489 billion.

Odaily Planet Daily News: Iran's Revolutionary Guard has launched an attack on US military facilities at Camp Ahmed Al-Jaber in Kuwait. (Jin10)

Odaily Planet Daily News: Lee Seung-ho, a 24-year-old South Korean college student, used a 5x leverage through a trading app, turning his 20 million won saved during military service into nearly 300 million won at its peak, about 15 times his initial principal. However, after a sharp fluctuation in the South Korean stock market in May this year, his brokerage firm triggered multiple margin calls, and all related gains evaporated within 4 weeks, with his account balance ultimately falling below the initial investment.

Lee stated that high leverage accelerates wealth growth, but continuously betting with full positions could ultimately lead to losses. According to data from the Korea Financial Investment Association, the balance of margin loans in the South Korean stock market reached a record 38.63 trillion won on June 24, and was still as high as 34.37 trillion won as of July 15.

Over the same period, the KOSPI index at one point more than doubled in 6 months but then experienced multiple declines of over 10% within a few weeks. South Korean regulators have announced a suspension on the listing of new leveraged ETFs linked to single stocks, stating they will strengthen risk control during periods of increased market volatility. (Reuters)