Odaily 星球日報訊 Pagga 聯創 Alex 在 X 平台發文表示，1inch 聯合創始人 Anton Bukov 已宣布離開該項目，他曾負責設計 1inch Router、Fusion 以及跨鏈 Swap 等核心架構，不過 Anton Bukov 仍保留聯合創始人身份及 50% 股權，不再參與運營、產品架構或安全相關工作，同時成立新的獨立 DeFi 基礎設施公司 Second Tier，專注於構建連接用戶經濟意圖與鏈上執行之間的系統。
Odaily Planet Daily News Bank of America CEO Brian Moynihan has joined a group of Wall Street leaders in expressing serious concerns about AI models like "Mythos" developed by Anthropic. "This marks a massive shift in the volume of work, as well as the speed at which these tools can impact system vulnerabilities, and how quickly we must respond," Moynihan said. In recent months, the rapid evolution of AI models has prompted the financial industry and the U.S. government to assess potential threats.
Anthropic claims that the Mythos model, launched earlier this year, has excelled in identifying system vulnerabilities. Bank of America is one of the Wall Street institutions authorized to use Mythos, leveraging the model to test its own systems and share information with peers. Currently, the model is not yet open to the public; Jamie Dimon, CEO of JPMorgan Chase, warned earlier this week that making the system widely accessible to the public would be as dangerous as "giving a ballistic missile to an individual." (Bloomberg)
Odaily星球日報訊 根據 MSX.COM 數據，美股存儲板塊繼續調整，截至發稿，美光科技跌 5.48%，西部數據跌 8.03%，希捷科技跌 8.02%，閃迪跌 9.70%，鎧俠 ADR 跌 11.28%，SK 海力士跌 8.46%。經過計算，多隻存儲個股本輪調整幅度已超過 40%，西部數據本輪調整幅度 41%，SK 海力士本輪調整幅度 38.3%，鎧俠 ADR 本輪調整幅度 47.9%。
Odaily reported that U.S. Democratic Senator Elizabeth Warren released a report stating that the Trump administration's reforms to the Consumer Financial Protection Bureau (CFPB) may have resulted in additional costs of up to $26.5 billion for American consumers.
Warren stated that approximately $22.5 billion of this amount came from the CFPB's cancellation of policies limiting credit card late fees and bank overdraft fees, while the remaining $4 billion came from the agency abandoning certain enforcement cases and consumer compensation agreements.
The report pointed out that the CFPB's previous rule limiting credit card late fees had planned to cap most late fees at $8, which was expected to save consumers about $10 billion annually. Meanwhile, a new rule targeting overdraft fees aimed to push banks to limit some overdraft charges to $5.
It is reported that Trump implemented major changes to the CFPB, including staff reductions, pausing or scaling back multiple enforcement actions, and revoking several consumer protection rules introduced during the Biden era. Warren criticized that these reforms have weakened the CFPB's role as a consumer financial regulatory agency, exposing consumers to more unfair fees and financial risks. Currently, the CFPB and the White House have not immediately responded to the allegations in Warren's report. (CNBC)
Odaily星球日报訊 月之暗面官網已完成 Kimi K3 新模型更新，用戶登入帳號即可選用 K3・Max、K3 集群・Max 兩個版本，官方預計短期內發布正式官宣。
消息人士透露，Kimi K3 參數規模達 2 兆至 3 兆，是當前國內參數量最高的 AI 大模型，綜合能力已接近美國 AI 企業 Anthropic 的旗艦產品。Anthropic 未對外揭露模型參數，業內普遍推算其 Opus 4.8 參數約 1.5 兆至 2 兆。
Odaily星球日报訊 風險投資機構 Andreessen Horowitz（a16z）宣布投資 AI 智能體（AI Agent）安全初創公司 Runta，該公司希望幫助企業像「養育孩子」一樣管理和約束 AI 智能體，具體投資金額暫未披露。
Runta 創始人 Guanlan Dai 曾任職於 Cloudflare 技術團隊，並擔任 API 連接初創公司 Kong 的創始工程師。他表示，AI 智能體與成長中的兒童存在相似之處：它們具備自主執行任務的能力，但同樣需要邊界、監督和權限管理。
Dai 認為，就像父母會對兒童進行家庭安全保護、限制其接觸信用卡一樣，企業也需要限制 AI 智能體能夠存取的重要文件、允許執行的操作範圍以及單次可動用資金規模。
Runta 正在開發一套「AI 智能體監護」基礎設施，幫助企業管理 AI Agent 的權限、安全風險和行為邊界，避免自主 AI 系統在執行任務過程中造成資料外洩、錯誤操作或資金損失。
隨著企業越來越多地部署具備自主決策能力的 AI Agent，如何建立可信、安全的代理管理體系正成為新的基礎設施需求。
Runta 希望成為 AI Agent 時代的「家長控制層」，為企業提供智能體身分管理、權限控制、風險限制和運行監督等能力。
業內認為，隨著 AI Agent 從簡單助手向能夠操作企業系統、處理交易和執行複雜任務的自主實體發展，圍繞 Agent 安全、治理和合規的基礎設施市場或將迎來快速增長。（The Information）
Odaily星球日報訊 全球支付巨頭 Visa 正加速佈局穩定幣基礎設施，推出 Visa Stablecoin Platform，幫助銀行和金融科技公司將穩定幣支付能力接入現有支付和資金管理體系。據悉，該平台旨在為 Visa 全球約 1.5 萬家金融機構和超過 2 億家商戶提供穩定幣服務支援，讓企業能夠在傳統支付網絡中使用美元穩定幣進行結算、資金流轉和財務管理。
Visa 目前每年處理約 15 萬億美元支付交易，已處理數十億美元規模的穩定幣結算業務。公司希望通過新平台進一步擴大穩定幣應用範圍。Visa Stablecoin Platform 初期將支援由 Open Standard 聯盟推出的新穩定幣 OUSD，同時繼續兼容 Visa 現有支援的穩定幣，包括 Circle 發行的 USDC 和 Paxos 發行的 USDG。Visa 認為，穩定幣正在成為未來金融基礎設施的重要組成部分，其優勢包括：
即時結算：交易無需依賴傳統銀行清算週期；
低成本轉帳：基於區塊鏈網絡降低支付成本；
透明可追蹤：鏈上交易記錄提供更高可驗證性。
Visa 此前已在穩定幣領域持續佈局。2020 年，Visa 成為首個支持 USDC 結算的全球支付網絡；2025 年，公司推出穩定幣結算計劃，進一步推動穩定幣進入主流支付體系。
與此同時，Visa 競爭對手也在加速進入穩定幣市場。萬事達卡（Mastercard）近期推出穩定幣結算方案，並與 MoonPay、Paxos 等企業合作；美國運通也參與 Open Standard 相關生態建設。
隨著傳統支付巨頭紛紛接入穩定幣，穩定幣正從加密行業支付工具逐漸轉變為全球金融基礎設施的重要組成部分。（Fortune）
According to an analysis by crypto journalist Eleanor Terrett, the U.S. Senate recently passed a resolution unanimously opposing the pardon of FTX founder SBF. The resolution, jointly introduced by Senators Ruben Gallego and Cynthia Lummis, serves to publicly record the Senate's stance against pardoning SBF. The analysis notes that this resolution is purely a political statement and carries no legal binding force. It cannot restrict the U.S. President's pardon power, nor will it alter the current judicial proceedings in SBF's case.
Odaily Planet Daily News According to MSX.COM data, the US stock optical communication sector opened lower and continued to decline, with losses widening. Corning fell over 8%, Marvell Technology fell over 6%, and Lumentum, Coherent, and Credo each fell over 5%.
According to Lookonchain monitoring, a newly created wallet deposited 5 million USDC into Hyperliquid to open a 2x leveraged long position on CXMT, with its position value currently reaching 1.38 million USD.
Odaily星球日報訊 根據 MSX.COM 數據，美股存儲板塊跌幅擴大，閃迪跌幅擴大至 8%，SK 海力士 ADR 跌 7.8%，希捷科技、西部數據跌約 7%，美光科技跌超 4%。
費城半導體指數跌 3%，報 12023.76 點。英偉達股價下跌 2.15%，台積電股價下跌 2.73%，博通股價下跌 3.6%，美光科技股價下跌 3.84%，超威半導體股價下跌 3.76%，阿斯麥股價上漲 0.11%，英特爾股價下跌 3.68%，泛林集團股價下跌 2.92%，ARM 股價下跌 6.6%。
Odaily星球日报訊 Coinbase 官方發文宣佈，英國金融服務集團 Marex 受監管衍生品清算業務已正式支援使用 USDC 作為初始保證金（Initial Margin）抵押品，標誌著穩定幣首次進入傳統清算基礎設施的實際運營流程。此次交易由 Prime Trading, LLC 完成首筆操作，Coinbase 為該流程提供底層基礎設施支援，包括託管服務、法幣與 USDC 1:1 即時兌換，以及符合清算行業標準的客製化每日報告系統。
該業務落地得益於美國商品期貨交易委員會（CFTC）於 2025 年 12 月發布的「不採取行動函」（No-Action Letter），該政策為期貨佣金商（FCM）接受穩定幣、比特幣和以太坊作為客戶保證金抵押品打開空間。
Coinbase 表示，USDC 作為抵押資產能夠提供全天候流動性，幫助機構擺脫傳統銀行營業時間限制，使保證金資金可以隨市場運行時間進行轉移。此次合作中，Coinbase 提供的核心能力包括：
24/7 法幣與 USDC 即時兌換：機構客戶可隨時在美元和 USDC 之間轉換，提升保證金調度效率；
客製化報告體系：滿足傳統清算體系對資產記錄、對賬和監管報告要求；
紐約州金融服務部（NYDFS）合規託管：為 USDC 抵押資產提供機構級安全保障。
Odaily星球日報訊 Polygon Labs CEO Marc Boiron 發文稱，公司對合規支付服務商 Coinme 的收購已進入最後階段，交易完成後 Coinme 團隊將整體併入 Polygon Labs。本次併購整合是公司整體重組規劃一環，核心目標推動企業 2027 年達成盈利。
伴隨業務整合，Polygon Labs 今日開展人員裁減。Marc Boiron 解釋，公司正由區塊鏈基金會轉型區塊鏈支付企業，兩類業務所需組織架構、人才結構存在明顯差異，本次人員調整出於戰略轉型需求，並非員工工作表現問題。
官方同時透露，當前公司營收態勢向好，穩定幣交易量持續刷新紀錄，鏈上支付產品落地提速；企業將為受影響員工發放遣散補償與配套扶持。
Odaily星球日報訊 據鏈上分析師 Ai 姨監控，做多 $ETH 並做空 $SPCX 浮盈超過 204.4 萬美元的賬戶「wjqq」，今早以 $1,313.2 的價格 10x 做多了 5000 股韓國海力士 ($SKHX)，價值 614 萬美元，目前已浮虧超過 41.2 萬美元
Odaily Planet Daily News Recently, @leto_bao, who became famous for portraying "achieving financial freedom by trading ByteDance stocks for 30 million," responded to rumors on X platform, saying, "I've returned to my hometown. During the day, I work as a security guard in an office building; at night, I deliver food; in the early morning, I set up a barbecue stall; and in the morning, I sell breakfast at the school gate. I only sleep 3 hours a day, shuttling between McDonald's and hospital outpatient clinics. I don't dare go home because debt collectors block my doorstep every day. I eat by opening treasure chests (likely referring to scavenging discarded food) and shower in the company restroom. I have already reached a repayment plan with the bank, expected to be paid off in 50 years. Please stop making fun of my suffering."
The community speculates this might be a meme-style response for entertainment effect. However, some in the comment section question that he still hasn't provided verified investment portfolio evidence, suggesting it's just hype. Others even claim to have found records of his earlier failed accounts.
Later, he bluntly stated: "I will no longer post in Chinese. The Chinese circle on X is very toxic—full of anger, bot accounts, and no real discussion. Everyone is chasing creator rewards, not genuine communication. My posts haven't received any feedback worth responding to. I feel I can get more from the English community here." However, the readership of his subsequent tweets dropped from hundreds of thousands to only around 40,000 to 70,000.
