Odaily星球日報訊 AI 基礎設施項目 Venice 宣佈更新其 VVV 與 DIEM 代幣經濟模型，引入新的程序化回購銷毀機制，並逐步提高 DIEM 供應目標，從 3.8 萬枚提升至 4 萬枚。
Venice 表示，VVV 是其生態核心資產，為基於 Base 鏈發行的 ERC-20 代幣。用戶購買並質押 VVV 後，可獲得收益、解鎖 Venice Pro 權益，並用於鑄造 DIEM。此前，平台收入的一部分會用於市場回購並銷毀 VVV。
此次更新首先擴大 VVV 銷毀來源。此前，Venice 已通過 Pro、Pro+ 和 Max 訂閱收入執行自動化 VVV 回購銷毀機制。現在，該機制將覆蓋 API 信用額度購買：用戶每購買 100 美元 Venice API 額度，其中 5 美元將用於購買並銷毀 VVV，該過程將自動執行，隨著 API 使用量增長，更多 VVV 將從流通中移除。
Venice 表示，新增 API 銷毀機制將在官方銷毀頁面中單獨追蹤，與訂閱收入產生的銷毀記錄區分顯示。
與此同時，Venice 將調整 DIEM 供應目標。DIEM 是 Venice 生態中的第二代代幣，用於提供 AI 模型訪問額度，每枚 DIEM 每天對應 1 美元 Venice AI 信用額度。
DIEM 只能通過質押並鎖定 VVV 後鑄造，用戶可使用或出售這些 AI 額度。此前 DIEM 供應目標長期固定為 38,000 枚。
從 8 月 3 日起，該目標將逐步提升至 40,000 枚，為市場新增最多 2,000 枚 DIEM 鑄造空間。由於每枚新增 DIEM 都需要鎖定更多質押中的 VVV，因此也將對應增加每日 AI API 信用額度供給。
Venice 表示，隨著 DIEM 供應接近目標，鑄造成本（Mint Rate）將逐漸提高，此次提高供應目標將為用戶提供更大的鑄造空間，同時保持生態供需機制。
此次調整顯示，Venice 正在通過「AI 服務需求增長 → API 收入增加 → VVV 持續銷毀 → 生態價值捕獲」的路徑，加強其代幣經濟閉環。
Odaily星球日報訊 川普媒體與科技集團（Trump Media & Technology Group, TMTG）正在探索將 Truth Social 平台上的即時資訊流商業化，向機構客戶提供高速存取川普貼文的數據服務，報價達到每月 10 萬美元。據悉，川普媒體與科技集團已向潛在客戶提出六位數月費方案，允許用戶更快獲取美國總統川普在 Truth Social 上的最新動態。該服務主要面向希望低延遲追蹤政策訊號、市場情緒以及政治事件影響的機構投資者。
Truth Social 作為川普主要公開發聲管道之一，其內容長期受到金融市場關注。川普發布的政策觀點、關稅措施、監管表態等資訊，過去多次引發股票、匯率和加密市場波動。不過，目前尚不清楚該高速數據服務是否已簽署客戶，或已有多少機構願意支付相關費用。（英國金融時報）
Odaily星球日报訊 Meta Platforms(META.O)正與 Anthropic 洽談算力租賃協議，合作協議規模或高達 100 億美元，為期兩年。(紐約時報)
Odaily News According to MSX.COM data, the US storage sector continued to rise after turning positive, with SK Hynix surging over 8%, SanDisk gaining over 4%, and Micron Technology climbing over 3%. The Philadelphia Semiconductor Index also narrowed its decline to less than 1%, after previously plunging 5.6%.
Odaily Planet Daily News The French National Gambling Authority (ANJ) announced on July 17 that it will prevent users within France from accessing the prediction market platform Polymarket, following a previous ban on the platform accepting financial transactions from French accounts.
ANJ stated that although France had already restricted financial transactions related to Polymarket in November 2024, the platform's website remained accessible to French users, with user traffic continuously growing, leading to the decision to implement further web-blocking measures.
Data shows that Polymarket allows users to engage in predictive trading around the outcomes of future events, covering areas such as politics, economics, and sports. Because the platform displays betting odds for different events in real-time, French regulators believe this form constitutes promotional activity for unauthorized gambling websites.
ANJ pointed out: "Promoting unauthorized gaming or gambling websites in any manner is a criminal offense." Related violations could result in a fine of up to €100,000 (approximately S$147,000).
The regulator noted that although French accounts can no longer conduct related transactions, access from French IP addresses continues to rise, reaching 578,751 visits in June.
This blockade further highlights the attention European regulators are paying to prediction market platforms. As decentralized prediction markets like Polymarket grow rapidly worldwide, how to define them—as financial innovation, information markets, or gambling businesses—is becoming a focal point of regulatory discussions in various countries. (Straitstimes)
Odaily星球日報訊 「白毛股神」Serenity 在 X 平台發文表示，受近期市場大跌影響，其投資組合本月最大回撤達到 49.4%，但他仍堅持對 AI 產業鏈長期趨勢的看法。
Serenity 透露，其投資組合主要集中於 AI 產業鏈中的關鍵環節，包括：半導體上游、儲存晶片（Memory）、光子技術（Photonics）、人形機器人（Robotics）、以及 AI 基礎設施相關公司。由於這些領域通常具有更高貝塔屬性，此前曾使用槓桿投資，但在本輪市場下跌後已降低槓桿水平。
面對市場對 AI 相關資產的質疑，Serenity 表示，近期大量投資者開始認為：「AI 是泡沫」、「儲存晶片和韓國 KOSPI 市場是泡沫」、「光子技術是泡沫」、
「人形機器人不會成功」、「Neocloud（新型 AI 雲服務商）最終會被 Meta 等超大規模雲廠商取代」，同時，部分散戶和交易機器人甚至開始喊出「清倉一切，市場不會恢復」的觀點。
Serenity 表示，仍然相信這些投資主題背後存在結構性收入增長和技術變革支撐，過去在全球關稅風險衝擊市場時，自己也曾經歷類似回撤，而隨後市場最終實現反彈。自己的投資週期較長，能夠承受更高波動，並不會因為短期價格波動改變長期判斷。分享此次回撤數據也是為了保持透明，讓市場看到高波動成長型投資背後的真實風險。
Serenity 補充表示：「如果我的預測是 2027 年下半年迎來收入拐點，而現在只是 2026 年，那麼僅僅因為幾週或幾個月的下跌，並不能證明投資邏輯已經失敗。」
Odaily星球日報訊 摩根大通跨資產策略主管 Fabio Bassi 表示，只要人工智慧仍是市場主線，歐洲股市的表現就可能持續落後於全球其他主要市場。Bassi 稱：「如果 AI 主題仍然具有主導地位，我認為歐洲無法縮小與其他市場之間的差距。」他指出，歐洲面臨政策利率較高、能源價格高企以及生產率偏低等結構性阻力。不過，他認為，從中期宏觀經濟角度來看，歐洲市場仍具備支撐因素。由於歐洲擁有大量出口型企業，在全球經濟保持韌性的背景下，歐洲股市將從中受益。（金十）
Odaily星球日报讯 据官方公告，币安宣布将在 2026 年 7 月 17 日 16：00（UTC）起陆续上线 Aerodrome（AERO）至 SimpleEarn 灵活产品、“买币”页面、币安闪兑、币安杠杆（全仓和逐仓）以及 VIP 借贷。用户可通过 VISA、万事达卡等方式即时购买 AERO，并在闪兑、杠杆和借贷功能中使用 AERO，相关服务将在 AERO 现货上线后一小时内开放。
Odaily星球日报讯 Pantheon 的 Samuel Tombs 表示，密歇根大学消费者信心指数从 6 月的 49.5 升至 54.4，高于经济学家预期的 50.5，但仍低于去年平均水平。Samuel Tombs 指出，通胀预期下降给美联储带来一些安慰，但工人缺乏杠杆作用，意味着工资增长因近期总体通胀回升而上涨的可能性很低。（金十）
Odaily星球日報訊 在 2026 世界人工智慧大會（WAIC）科學前沿論壇上，圖靈獎得主約書亞·本吉奧透過遠端連線發出警告：「AI 既降低了作惡的門檻，又抬高了危害的上限。」
近年來，這名富有遠瞻的「AI 教父」，始終致力於應對 AI 帶來的安全挑戰。本吉奧主導的 LawZero 專案正致力於構建能識別並阻止 AI 欺騙、自我保護等有害行為的防護系統。他領銜的國際 AI 安全報告也給出了一致的結論：當前的安全措施，已經追不上 AI 能力狂飆的速度。（騰訊科技）
Odaily Odaily星球日报 reports that Robinhood is betting on the decentralized finance (DeFi) market by building its own blockchain, Robinhood Chain, hoping to bring over 10 million active users into the on-chain ecosystem. However, current network trading activity is still primarily driven by Meme coin speculation, while its initial vision of tokenizing real-world assets (RWA) has yet to reach scale.
Trading volume on Robinhood Chain has recently grown rapidly. On July 12, the chain's 24-hour DEX trading volume reached approximately $878 million, briefly surpassing Coinbase's Base and Ethereum to rank among the top for decentralized exchange volume, sparking attention within the crypto community. However, Robinhood Chain is still in its early stages. Data shows:
1. On July 13, the chain's perpetual contract trading volume was only about $5.9 million, while leading on-chain derivatives platform Hyperliquid recorded $8.9 billion in trading volume during the same period.
2. Robinhood Chain reports a bridged TVL of approximately $734 million, but actual on-chain total value locked (TVL) is around $211 million, meaning some assets remain in wallets without entering lending or yield protocols.
3. The market capitalization of tokenized RWA assets is currently only about $12.66 million.
Currently, most of Robinhood Chain's trading heat comes from Meme coins. The CASHCAT token, recently issued on this chain, surged over 2,100% within a week, reaching a market cap of $156 million—12 times the size of the entire on-chain RWA market.
Robinhood stated that early on-chain activity is in line with expectations, with developers building the ecosystem and users engaging with the network. The company emphasized that its long-term goal remains bringing real-world assets like stocks and ETFs on-chain, enabling 24/7 trading, on-chain lending, and other financial services.
Analysts believe Robinhood Chain's development path is similar to the early stages of some new public chains: initially relying on speculative trading for traffic, then needing to prove it can convert that into long-term users, a developer ecosystem, and real financial applications. The future hinges on whether Robinhood can leverage its massive retail user base to transform a short-term Meme coin frenzy into a sustainable on-chain financial ecosystem. (CoinDesk)
Odaily Planet Daily News Security researchers have discovered an information-stealing malware targeting MacOS devices that is attacking crypto users. It can hijack Telegram Desktop sessions, steal passwords and wallet databases, further control user accounts and steal digital assets. The affected wallets and applications currently include: Exodus, Atomic, Electrum, Wasabi, Monero, etc.
Security experts recommend that users with suspected infected devices should immediately treat them as "untrusted devices", terminate all active Telegram sessions, and change their Telegram two-factor authentication password and desktop application password. At the same time, do not enter mnemonic phrases, private keys, or wallet passwords on the infected device. Regenerate a new wallet and migrate assets. (FinanceFeeds)
