Odaily Planet Daily News Analyst KawzInvests stated that Moonshot AI’s upcoming release of Kimi K3 could be a significant event in the open-source AI field, and the infrastructure demands behind it may drive growth for AI cloud service platforms. Kimi K3 has approximately 2.8 trillion parameters, making it one of the largest open-source models available. Official benchmarks from Moonshot show that the model's performance trails only behind frontier models such as Claude Fable 5 and GPT 5.6 Sol. The full model weights are expected to be released on July 27.

KawzInvests pointed out that a model of this scale cannot run on an ordinary laptop or even a single server. Users will require computing clusters composed of numerous GPUs to load and run inference on the model. When top-tier open-source models are made freely available, the biggest beneficiaries may not be ordinary users, but rather platforms that provide model hosting and inference services. Take $DOCN (DigitalOcean) as an example; it already supports serverless inference services for models like Kimi K2.6. Developers do not need to deploy hardware; they can simply call the model via API and pay based on token usage. Additionally, the platform offers hosting services for over 70 models, covering GPU leasing, model fine-tuning, and AI Agent development tools.

As more and more large-scale open-source models are released, developers' demand for low-barrier AI infrastructure will continue to increase. Model hosting, inference services, and GPU cloud platforms are likely to become key beneficiaries in the wave of open-source AI.

According to Lookonchain monitoring, US Bitcoin ETFs recorded a net inflow of 1,321 BTC today, with a 7-day net inflow of 137 BTC; Ethereum ETFs saw a net outflow of 2,353 ETH, with a 7-day net inflow of 54,009 ETH.

Odaily星球日報訊 據 Gate 數據，現貨黃金短線走高，向上觸及 4010 美元/盎司，日內漲 0.86%；現貨白銀站上 56 美元/盎司，日內漲 0.90%。

Odaily Planet Daily News: Iran stated that data shows the navigation through the Strait of Hormuz still utilizes Iranian waterways, with the number of confirmed vessels passing through the strait dropping to 8. Of the 8 transits completed, 7 were via Iranian waters, no transits via the Omani waterway were recorded, and no movement of the shadow fleet was observed. The transits were evenly split between commercial and non-commercial vessels, with half of all transits being made by vessels flying the Iranian flag. (Jin Shi)

According to MSX.COM data, all US storage sector stocks have turned positive, recovering from initial losses of 4% to 7%. As of press time, Micron Technology rose 2.77%, Western Digital increased 0.07%, Seagate Technology gained 1.94%, SanDisk climbed 2.64%, and SK Hynix rose 3.74%. The Philadelphia Semiconductor Index also narrowed its decline to 1.7%, now standing at 11,655 points, after previously plunging 5.6%.

Odaily星球日報訊 隨著市場認為美元短期內出現重大衝擊的可能性下降，投資者對美元波動風險的對沖成本已降至今年最低水平。

數據顯示，衡量美元波動預期的彭博美元現貨指數 1 個月隱含波動率指標，本週跌至去年 12 月以來最低水平，較今年 3 月伊朗戰爭爆發後引發的市場波動高峰明顯回落。

市場人士認為，儘管聯準會貨幣政策前景仍存在不確定性，且中東地緣衝突持續升溫，但交易員目前並未預期美元將面臨劇烈波動風險。

美元作為全球主要儲備貨幣，其避險需求和利率走勢一直受到市場關注。當前美元波動率下降，反映投資者對未來匯率環境的擔憂有所緩解，同時也顯示市場正在等待新的宏觀催化因素出現。（Bloomberg）

Odaily Planet Daily News According to ARK Invest data, in the second quarter, the proportion of Bitcoin supply in profit dropped from approximately 57% to around 46%, while the proportion of supply in loss rose from approximately 43% to about 54%. This marks the first time since the 2022 bear market bottom that the amount of Bitcoin in loss has surpassed the amount in profit. ARK stated that historically, such crossovers have mostly occurred near cycle lows, and a rising proportion of coins in loss may indicate seller exhaustion. (Bitcoin News)

Odaily reported that Federal Reserve official Hammack stated there is no conflict between the Fed's dual mandate. Persistently high inflation is a greater concern. The labor market is near full employment. Current core Personal Consumption Expenditures (PCE) nowcast shows core inflation at 3.3%. (Jinshi Data)

Odaily星球日報訊 Tom Lee 在 X 平台發文表示，隨著 AI「瓶頸」類股票回調，下游類股票按絕對表現計算正在上漲，其中瓶頸類包括 SMH、DRAM，下游類包括 MAGS、IGV，AI 下游類包括 ETHA、以太坊原生。

Odaily星球日報訊 根據 MSX.COM 數據，美股存儲板塊集體拉升，紛紛收復此前 4%-7%的盤初跌幅。截至發稿，SK 海力士股價上漲 5.13%，美光科技股價上漲 0.38%，閃迪股價上漲 1%。

Odaily星球日报訊 AI 推理雲初創公司 General Compute 從 Upper90 取得 4 億美元貸款，該筆交易為全球首例以推理專用晶片作為抵押品的融資項目。公司基於 SambaNova 自研 ASIC 晶片搭建專屬 AI 推理雲平台，主打 Agent 類 AI 算力負載，相較傳統 GPU 雲擁有更快令牌處理速度、更低運行延遲；硬體無需水冷，可直接部署在傳統資料中心與閒置加密礦場設施。