Odaily Planet Daily News Federated Hermes fund manager Karen Manna stated in a report that the institution continues to believe the Fed will essentially remain on hold, while inflation remains one of the most difficult macroeconomic variables to predict. She indicated that the shift from the low-inflation environment following the 2008-09 financial crisis to the surge in inflation after the pandemic was driven by supply chain disruptions, shifts in consumption patterns, and an imbalance in the labor market.

Although many of these distortions have subsided, a new set of variables continues to cast a shadow over the inflation outlook. These variables include tariffs implemented last year, periods of reduced economic visibility around the government shutdown last autumn, high energy prices, and significant capital expenditures related to artificial intelligence. "The result could be that the disinflation process will be more uneven and phased than what markets have experienced in past cycles, reinforcing the Fed's cautious, data-dependent approach." (Jinshi)

Odaily星球日报訊 ARK Invest 研究主管 Lorenzo Valente 近日公開反駁 a16z Crypto 關於「傳統金融需要區塊鏈，而不是 DeFi」的觀點，認為金融機構未來更可能建立在開放的 DeFi 基礎設施之上。公鏈已經證明其優勢超過私有區塊鏈方案，以太坊等開放網路上的代幣化資產增長，正說明公共區塊鏈具備更強的網路效應和擴展潛力。

Lorenzo Valente 指出，下一代金融基礎設施的建設者可能並非傳統金融機構，而是加密原生企業，例如 Circle 和 Coinbase 等公司。

此前，a16z Crypto 提出不同觀點，認為傳統金融機構並非真正擁抱 DeFi，而是在選擇性地採用符合現有合規、治理和營運要求的區塊鏈技術。銀行和資產管理公司未來將構建「可程式化金融基礎設施」，藉鑑區塊鏈的代幣化、原子結算等核心能力，但仍會保持許可制管理和機構控制。

Sentora 聯合創始人 Jesus Rodriguez 也對此提出異議，他認為金融機構最終可能會採用 DeFi 底層基礎設施，並在其上疊加合規、託管和企業級控制機制。

隨著 RWA 代幣化、鏈上結算和機構級金融應用快速發展，市場對於「開放式 DeFi 架構」與「許可型區塊鏈體系」未來主導權的爭論正在升溫。（Cointelegraph）

According to Odaily, the Financial Services Commission of South Korea has announced the launch of the second phase of the central bank digital currency (CBDC) pilot project, 'Hangang Project,' with Gyeongnam Bank and iM Bank officially joining, bringing the total number of participating banks to nine.

It is reported that the second phase of the South Korean CBDC testing will significantly expand the user scale and application scenarios of deposit tokens. The upper limit for electronic wallets will be raised from 100,000 to 500,000. The scope of use will be expanded from existing merchants to include small and medium-sized enterprises (SMEs) and large corporations. New features such as wallet-to-wallet transfer functionality and treasury fund payment pilots will be added. The single wallet holding limit will be increased from 1 million won to 10 million won, while the cumulative holding limit will be raised from 5 million won to 100 million won. (EToday)

PPP 預測市場工具監測顯示，predict.fun 上「梅西獲得 2026 年世界盃金靴獎」機率大幅升至 65%，24 小時上漲 15%；姆巴佩跌至 36%，暫列第二，遭阿根廷淘汰的英格蘭隊長凱恩機率暴跌至 1%，基本與該獎項無緣。

今晨英格蘭 1 比 2 負於阿根廷未能進入 2026 年世界盃決賽，梅西交出兩記關鍵助攻，截至目前他在本屆世界盃中已有 8 粒進球及 4 次助攻，暫時以 1 次助攻的微弱優勢力壓 3 次助攻的姆巴佩。將金靴獎的懸念留到最後一刻。

加入 PPP 信號推送社群，快人一步，掌握先機。

Odaily reported that the Crypto Innovation Council (CCI) announced that Etherealize, Hyperliquid Policy Center, and Tools for Humanity (TFH) have officially joined. CCI stated that the new members will enhance its technical expertise in the fields of on-chain finance, institutional finance, and digital identity to better support policy formulation.

Etherealize noted that as Ethereum's adoption in institutional scenarios accelerates, a prudent policy framework is of great significance for unlocking the potential of the next generation of financial infrastructure.

Odaily Planet Daily News According to the initial public offering prospectus of ChangXin Memory Technologies, national-level long-term funds such as the National Social Security Fund and the Basic Pension Insurance Fund, as well as upstream and downstream industry chain leaders and large insurance institutions, participated in the strategic placement. Shenzhen SanKuai Network Technology Co., Ltd., NIO Power Technology (Hefei) Co., Ltd., ZTE Corporation, and Chery Intelligent Automotive Technology (Hefei) Co., Ltd. received allocations amounting to 157,999,993.98 yuan, with a lock-up period of 18 months. Hangzhou Alibaba Cloud Feitian Information Technology Co., Ltd. received an allocation of 157,999,993.98 yuan, with a lock-up period of 36 months.

High-Flyer Quant participated in this offline IPO allocation with a proposed subscription price of 8.78 yuan per share. The maximum proposed subscription quantity per offline bid was 230 million shares, with most of High-Flyer's products placing bids in the range of 70 million to 140 million shares. High-Flyer Quant mainly consists of Zhejiang Jiuzhang and Ningbo High-Flyer Quant. Both are registered with the Asset Management Association of China, with the actual controller being Liang Wenfeng. Liang Wenfeng holds 85% of the shares in Jiuzhang Assets and 85.15% of the shares in Ningbo High-Flyer Quant. (Shenwang Tencent News)

Odaily Planet Daily News: The Korean stock market staged a sharp rebound after "Black Monday," but individual investors who had heavily bought into semiconductor leaders during the dip found themselves in a "buy the dip, sell the rebound" predicament. According to data from the Korea Exchange, Korean retail investors collectively purchased approximately 3.89 trillion won worth of Samsung Electronics and SK Hynix stocks, with net purchases of 1.10 trillion won for Samsung Electronics and 2.79 trillion won for SK Hynix. On that day, the stock prices of the two companies plummeted by 10.7% and 15.37% respectively, with retail investors absorbing the shares sold off by foreign and institutional investors. However, as semiconductor stocks rebounded, retail investors quickly turned into sellers. Over the two days of the 14th and 15th, individual investors sold a cumulative total of 1.45 trillion won of Samsung Electronics and 3.70 trillion won of SK Hynix, resulting in a combined net sell-off of 5.15 trillion won for the two stocks.

Data shows that the estimated average purchase price for Samsung Electronics by retail investors on the 13th was around 261,700 won, while the average sell price over the following two days was approximately 259,400 won. For SK Hynix, the average purchase price was about 1,938,500 won, and the average sell price was about 1,849,300 won. Based on the shares bought on the 13th, retail investors suffered an overall loss of approximately 138.2 billion won. Meanwhile, Samsung Electronics rose a cumulative 9.8% on the 14th and 15th, and SK Hynix rose a cumulative 12.8% over the two days. However, because a large amount of the "dip-buying" capital was sold during the initial rebound on the 14th, they failed to fully capture the subsequent upward trend. (Etoday)

Odaily星球日報訊 日本計劃採購 2.75 萬枚 NVIDIA 下一代 Rubin 晶片，用於建構自主研發的機器人基礎人工智慧模型，推動「主權 AI」戰略佈局。Rubin 是 NVIDIA 面向下一代 AI 運算推出的旗艦晶片平台，日本希望藉助該項目強化本土人工智慧和機器人產業競爭力，降低對海外 AI 技術和基礎設施的依賴。（彭博社）

Odaily 星球日報訊 AI 及代幣化金融基礎設施 Alpaca 宣布完成 1.35 億美元新一輪融資，Peak XV 領投，Elefund、BNP Paribas 旗下風投機構 Opera Tech Ventures 以及 Unbound 等機構跟投，截至目前其融資總額達到 4.35 億美元。新資金將用於加速其 AI 原生經紀基礎設施和 API 優先的主經紀業務建設，幫助金融科技公司、銀行、券商、財富管理機構以及加密金融平台在傳統市場和鏈上市場中構建投資產品，並接入更多全球加密交易所、資產代幣化平台及金融機構。(Businesswire)

According to Odaily Planet Daily, as monitored by Stalkchain, a group of addresses suspected to belong to a certain whale accumulated a total of 10.34 million $ANSEM through 6 wallets over the past few days, investing approximately $2.551 million. They subsequently sold all holdings today, resulting in a final loss of about $60,700.

On-chain tracking data from Arkham and others shows that the wallet cluster initially built positions in batches via 4 addresses:

3 days ago, address Eo3ck...EhWQ purchased 827,000 $ANSEM, valued at approximately $225,000;

Address CzZF7...RE74C purchased 668,000 $ANSEM, valued at approximately $191,000;

Address FY8nW...b9L5Ag purchased 758,000 $ANSEM, valued at approximately $215,000;

2 days ago, address BMRse...25rHT purchased 641,000 $ANSEM, valued at approximately $184,000.

These 4 wallets held a total of 2.894 million $ANSEM (approximately $814,600), which were then all transferred to the main wallet GFsqy...26SM.

This main wallet subsequently purchased an additional 7.535 million $ANSEM, valued at approximately $1.737 million, bringing the total holdings of the entire wallet cluster to 10.34 million, valued at approximately $2.551 million.

However, the whale then began to exit the position:

The main wallet sold 6.938 million $ANSEM, obtaining approximately $1.943 million;

The remaining 3.491 million tokens were transferred to wallet 62dT...LrUE;

After about 2 hours, that wallet sold all 3.491 million $ANSEM, obtaining approximately $546,900.

Ultimately, the wallet cluster completed its full liquidation. Based on on-chain transaction data calculations, this trade resulted in a loss of approximately $60,700.

Odaily星球日报訊 韓國金融委員會宣布，已批准新韓、KB、韓亞、友利、農協五大金融集團及旗下主要銀行共 10 家金融機構的 2026 年度恢復與處置計畫，並將網路攻擊和「數位銀行擠兌」風險正式納入大型金融機構危機管理體系。

韓國金融委員會表示，隨著線上金融交易規模擴大，資金可能在短時間內快速流出，後續將進一步完善數位銀行擠兌監測指標，以更早識別流動性風險，同時要求金融機構強化網路安全事件應對機制，並在危機預案中考慮市場衝擊下多家機構同時拋售資產、爭奪流動性的情景。（Etoday）

Odaily Planet Daily News The South Korean Financial Services Commission has announced a revised draft of the "Special Act on Prevention of Telecommunications Financial Fraud and Return of Victim Funds", which plans to include telephone fraud funds transferred to crypto assets in the victim compensation scope, and clarify the return and valuation standards for crypto assets. The relevant regulations are expected to take effect on October 1.

According to the new regulations, if the frozen assets are cryptocurrencies, victims will, in principle, receive compensation based on the type and quantity of the assets; if the defrauded assets differ in form from the frozen assets, compensation will be made in the form of the assets actually existing at the time the account was frozen. In cases involving a mix of cash and crypto assets, regulatory authorities will value the crypto assets based on their market price at the time of freezing to determine the final compensation amount. The South Korean Financial Services Commission stated that clarifying the form of asset return and the valuation timing will help achieve faster and fairer compensation in complex cases where funds from multiple victims are mixed. It is reported that the public comment period for the revised draft will last until August 24. (Etoday)

According to Odaily Planet Daily, market analysis indicates that the issuance price for ChangXin Technology is 8.66 RMB per share. If allocated, one lot consists of 500 shares, requiring a payment of 4,330 RMB. Under conservative, neutral, optimistic, and super-optimistic valuation scenarios, ChangXin Technology's valuation corresponds to 1 trillion, 1.5 trillion, 2.3 trillion, and 4.25 trillion RMB respectively. Based on the estimated market cap range of 1 trillion to 4 trillion RMB, the expected first-day price increase after listing falls within a range of 70% to 600%. Compared to the issuance price of 8.66 RMB, the profit potential for one lot is approximately between 3,000 RMB and 26,000 RMB.

Furthermore, ChangXin Technology has announced that all funds raised will be allocated to three major domestic substitution projects in the memory sector: the upgrade and renovation of the 12-inch DRAM wafer production line, technology upgrades for HBM and automotive-grade memory, and research and development of next-generation memory forward-looking technologies. (Source: Sina Finance)

Odaily星球日报讯 据官方公告，币安合约宣布将上线多个美元稳定币保证金 TradFi 永续合约，分别包括 MINIMAXUSDT（MiniMax Group Inc）、ZHIPUUSDT（智谱 AI）、HK0700 USDT（腾讯控股、Quanto 永续合约）、HK1810 USDT（小米集团）、TENCENTUSDT（腾讯控股、USDT 计价永续合约），最高 25 倍杠杆。

1. 美國參議院一致反對赦免FTX創辦人SBF；

2. Polymarket「鄧煜、王虹、約翰·帕登、雅各布·奇梅爾曼獲得菲爾茲獎」機率均升至98%以上；

3. 韓國將單一股票槓桿交易最低保證金提高至3000萬韓元；

4. Strategy持有約550億美元比特幣及30億美元現金儲備，帳面浮虧近99億美元；

5. 台積電第二季營收與EPS創新高，營收達1.27兆元；

6. Ostium交易仍處於暫停狀態，用戶保證金維持凍結；

7. 伊朗稱將對等回應基礎設施遭襲；

8. DeepSeek最快2027年第二季登陸上海科創板；

9. 日韓股市低收，KOSPI指數重挫逾6%；

10. 美國眾議院金融服務委員會明日舉行CLARITY法案實地聽證會。

Odaily星球日報訊 Ondo Perps 表示，平台公開上線滿一週，總交易量已突破 30 億美元，24 小時交易量較上線首日翻倍至 2 億美元。

平台同步新增 SK 海力士 SKHY 與三星電子 SMSN 兩項韓國股票代幣化標的。Ondo Perps 支援用戶將代幣化股票及 ETF 持倉直接作為永續合約保證金，為非美國用戶提供最高 20 倍槓桿，覆蓋特斯拉、輝達、蘋果及黃金、白銀等標的。

Ondo Perps 團隊此前表示，將美股作為抵押品只是起點，未來 AI 驅動的交易流量將成為重點方向。