Odaily Planet Daily reports that according to Lookonchain monitoring, US Bitcoin ETFs saw a net inflow of 1,632 BTC today, with a net outflow of 2,975 BTC over the past 7 days; Ethereum ETFs saw a net inflow of 23,567 ETH, with a net inflow of 28,875 ETH over the past 7 days.
Odaily Planet Daily News: According to US prosecutors, a federal grand jury has indicted Benjamin Paul Wiener, a crypto investor from Sioux Falls, South Dakota, on 29 criminal charges, including wire fraud, money laundering, bank fraud, and aggravated identity theft, involving approximately $20 million.
The indictment states that Wiener, 43, is accused of using false statements to induce investors to contribute funds and digital assets to several companies under his control, with victims spanning South Dakota and Minnesota, involving dozens of investors. Prosecutors allege that after receiving the funds, Wiener transferred assets through banks and cryptocurrency exchanges to conceal the source, ownership, and control of the funds, and used a portion of the money for personal expenses.
Prosecutors further allege that when cash flow became tight or investors requested redemptions, Wiener would recruit new investors and use the incoming funds to repay earlier investors, with the operational model suspected to be a Ponzi scheme. It is reported that he used eight companies, including multiple LLCs, to carry out these activities.
Additionally, Wiener is accused of forging documents and communication records in April 2025, and using another person's identity information to fraudulently obtain a $1 million line of credit from a financial institution in Sioux Falls.
Currently, Wiener appeared in court on July 10, pleaded not guilty to all charges, and was released after posting bail. The trial is expected to begin on September 15. Under US law, wire fraud and money laundering carry a maximum sentence of 20 years in prison, bank fraud carries a maximum sentence of 30 years, and aggravated identity theft carries an additional mandatory consecutive sentence of at least two years. The Internal Revenue Service Criminal Investigation (IRS-CI) and the Federal Bureau of Investigation (FBI) are jointly investigating the case. (The Block)
Odaily Planet Daily News OpenAI Chairman Bret Taylor stated in an interview with CNBC that the company currently has no updates regarding its plans for an initial public offering (IPO). Taylor's interview centered around OpenAI's latest AI agent tools, and also discussed topics such as the outlook for corporate AI spending, a lawsuit related to Apple, and development trends in the artificial intelligence industry.
As OpenAI's valuation continues to climb and competition in the AI industry intensifies, the market has maintained a high level of attention on its listing timeline. However, Taylor's remarks indicate that OpenAI has no new IPO arrangements to announce in the short term.
Odaily星球日報訊 「白毛股神」Serenity 發文表示，今日美光（$MU）宣布與高通（$QCOM）簽署記憶體長期供應協議，但市場反應較為意外，美光股價隨後下跌 5.37%。
Serenity 認為，在 AI 產業鏈持續簽署長期供應協議、鎖定未來需求的背景下，當前記憶體和 AI 相關股票本身並未出現明顯基本面惡化跡象。
他表示，近期板塊調整更可能來自市場去槓桿過程以及利潤率壓力引發的連鎖反應，而非 AI 需求或儲存產業趨勢發生逆轉。
Serenity 指出，隨著 AI 基礎設施建設持續推進，產業鏈上下游正在透過長期協議強化供應保障，市場短期波動可能更多反映資金面和估值調整，而非長期成長邏輯變化。
Odaily星球日報訊 「白毛股神」Serenity 發文分析稱，若 Sivers 透過輕資產模式從代工廠 Win Semi 獲得約 10% 晶圓產能配額，在 65% 良率、50 至 75 美元 ASP 假設下，其光陣列產品年收入可達 3.41 億至 5.12 億美元。按照管理層 50% 至 60% 以上的毛利率目標，對應年毛利潤約為 2.05 億至 3.07 億美元。
以 Sivers 當前約 11 億美元市值計算，上述情境下其市值對應毛利潤倍數僅約 3.6 至 5.4 倍；若產能配額提升至 15%，年毛利潤有望增至 3.07 億至 4.61 億美元，對應估值進一步降至 2.4 至 3.6 倍。
Serenity 指出，Sivers CEO 此前已確認公司正與更多晶圓廠合作擴充產能，而自 2024 年以來，公司供應鏈認證範圍也在持續擴大。隨著共封裝光學（CPO）市場加速發展，未來收入指引和產能規劃或進一步上調。
需求端方面，連續波雷射（CW）供應依舊緊張。Lumentum 財報顯示，公司已開始從公開市場採購 CW 雷射器以履行 EML 訂單；TrendForce 數據則顯示，AMD 正透過長期協議鎖定相關產能。Serenity 認為，隨著 Sivers 與 GlobalFoundries、Jabil、Ayar Labs、POET、O-Net 等合作夥伴推進量產，任何新增且通過認證的獨立產能都可能迅速被市場消化。
此外，摩根士丹利近期報告已將市值約 11 億美元的 Sivers 列為 CPO 雷射領域三大核心廠商之一，與市值超過 550 億美元的 Coherent 和 Lumentum 並列。Serenity 認為，除現有業務外，Sivers 在納斯達克上市後，未來還可能透過併購擴展 TAM，複製 Lumentum 收購 Cloud Light、切入完整光模組和光引擎市場的發展路徑。
Odaily Planet Daily News: Ethereum Foundation researcher Francesco D’Amato (fradamt) has announced his departure from the EF to join the newly established protocol research and development organization, Ethlabs. D’Amato spent five years at the EF, contributing to several core research areas such as MEV, consensus mechanisms, Data Availability Sampling (DAS), and execution layer pricing.
According to the latest research from the Cambridge Centre for Alternative Finance, approximately 31% of Ethereum node activity is located in the United States, with another 39% distributed across EU countries excluding the UK. This shows that the geographic distribution of Ethereum nodes remains relatively concentrated in Western countries.
Research lead Alexander Neumuller stated that while node distribution is not currently concentrated in a single country, it is heavily reliant on a few cloud service providers, including Hetzner, Amazon AWS, and OVH. It is noteworthy that the Ethereum network does not require half of its validators to fail before problems arise; when more than one-third of validators go offline simultaneously, the network may be unable to finalize block checkpoints. Neumuller pointed out that nodes and validators do not have a one-to-one correspondence, as a single node can run multiple validators. Therefore, it is currently impossible to precisely determine the actual impact of a node or provider failure on the validator network.
Furthermore, the study reassessed the energy consumption situation following The Merge. Data indicates that Ethereum's current annual energy consumption is approximately 7.9 GWh, equivalent to a continuous power draw of about 1 MW. This represents about 0.02% of pre-Merge levels, a reduction of approximately 99.98%. Currently, the proportion of sustainable energy used by the Ethereum network exceeds 56%, higher than the global average.
The research also noted that client software concentration is a potential risk; if a dominant client experiences a vulnerability, it could affect a large number of network participants. The report was published by the Cambridge Centre for Alternative Finance with support from the Ethereum Foundation.
Odaily星球日報訊 摩根士丹利旗下線上投資平台 E*TRADE 宣布完成加密貨幣現貨交易功能上線，符合條件的客戶現可直接透過 E*TRADE 平台買入、賣出並持有 比特幣（BTC）、以太坊（ETH）和 Solana（SOL）。
此次加密交易服務由數位資產基礎設施提供商 zerohash 提供技術支援，用戶可透過關聯的 zerohash 帳戶進行交易，並能夠在 E*TRADE 平台內同時檢視數位資產和傳統投資組合。
E*TRADE 表示，加密現貨交易手續費定價為 50 個基點（50 bps），資產轉移功能預計將在今年晚些時候推出。
此次上線標誌著摩根士丹利進一步推進數位資產戰略布局。此前，ETRADE 持續升級投資服務體系，包括推出退休規劃工具、碎股交易、IPO 中心升級以及面向活躍交易者的 Power ETRADE Pro 功能優化。（Businesswire）
Odaily星球日報訊 Injective 表示，已向美國證券交易委員會提交過戶代理註冊申請。據悉，過戶代理負責維護證券的官方所有權記錄並處理過戶變更，傳統市場中該職能通常由專門機構在鏈下維護。此次申請旨在將這一核心市場功能遷移至鏈上，使代幣本身成為所有權記錄，從而實現代幣化證券在幾秒內完成登記與轉讓，減少中介核對環節。
Odaily星球日報訊 Ripple CTO Emeritus David Schwartz 表示，SEC 雖承認 XRP 本身並非天然證券，但其法律理論仍將 XRP 視為證券，理由是持有者預期從 Ripple 努力中獲利。 前 SEC 舊金山辦公室區域主管 Marc Fagel 表示，相關案件針對的是 Ripple 的 XRP 銷售行為，而非 XRP 代幣本身。他認為 SEC 僅主張 Ripple 以證券形式出售 XRP。
Schwartz 反駁稱，SEC 關於交易所程序化銷售的主張無法僅以「Ripple 以證券形式出售 XRP」解釋，因為買方通常不知道賣方身份，也未必接觸 Ripple 陳述。 法院最終區分不同交易類型，認定部分機構銷售構成投資合同，而 Ripple 的程序化交易所銷售不構成投資合同。Schwartz 認為，這表明法院縮小了 SEC 更廣泛的理論。（News.bitcoin）
Odaily Odaily News The U.S. Securities and Exchange Commission (SEC) has announced the proposal of new Regulation E-Delivery rules, aiming to expand the use of electronic methods for delivering securities information. This would allow issuers, broker-dealers, and investment advisors to provide regulatory-required information to investors through electronic channels by default.
According to the proposal, electronic delivery would become the default method for transmitting securities information in the future, while retaining the right of investors to actively request physical paper documents.
Currently, U.S. securities regulatory documents are typically still sent in paper form unless investors explicitly choose to receive them electronically. This SEC proposal would change that model; under certain conditions, institutions could adopt electronic delivery without obtaining the investor's explicit consent in advance.
Regulation E-Delivery covers a wide range of information, including: prospectuses for funds and other issuers; annual and semi-annual shareholder reports for funds; proxy statements; trade confirmations; Form CRS investor relationship disclosures; and Form ADV Part 2 investment advisor brochures, among others.
The SEC stated that electronic delivery can not only improve the efficiency of information access but also enhance investors' ability to access, preserve, and interact with disclosure documents.
For investors who currently still receive paper regulatory documents, the SEC proposes a transition mechanism. If an investor is to be switched to electronic delivery, institutions must send two paper notices informing them of the conversion arrangement and their option to opt out of electronic delivery. The proposal will be open for a 60-day public comment period after it is published in the Federal Register.
Odaily Planet Daily News: U.S. asset management giant T. Rowe Price has announced the launch of an actively managed cryptocurrency ETF, $TKNZ, providing investors with exposure to a variety of digital assets. The ETF's portfolio covers crypto assets such as Bitcoin ($BTC), Ethereum ($ETH), XRP ($XRP), Solana ($SOL), and Hyperliquid ($HYPE).
Unlike traditional passive crypto ETFs, TKNZ adopts an active management strategy. The fund manager dynamically adjusts the portfolio's asset allocation based on market conditions, asset performance, and risk factors, aiming to capture opportunities in the digital asset market while controlling volatility risks.
T. Rowe Price's move into the active crypto ETF space further reflects that Wall Street's major asset management institutions are accelerating their deployment of digital asset investment products. As spot Bitcoin and Ethereum ETFs have successively gained market recognition, institutional investor demand for multi-asset crypto investment tools is continuously heating up. (Cointelegraph)
