Odaily星球日報訊 Odaily 星球日報訊 據 Lookonchain 監測，1 小時前，K3Capital 相關錢包從幣安提取了 1 萬枚 ETH，價值 1785 萬美元；Abraxas Capital 也從幣安和 Bitfinex 提取了 6948 枚 ETH，價值 1242 萬美元。

Odaily Planet Daily reports that Binance has posted on X platform, stating that investors no longer wait for market opening hours, with 44% of bStocks trading volume occurring outside regular trading hours. Overnight activity has reached twice the turnover volume of the underlying stocks. The new market expectation is access rights, not market trading hours.

Odaily Planet Daily News In response to the recent sharp decline in the South Korean stock market, independent domestic global macro research firm Tantu Macro previously stated that South Korea's current financial risks show structural similarities to those before the 1997 Asian Financial Crisis (AFC): semiconductor exports account for 41% (16% in 1996), foreign holdings of domestic stocks have reached an all-time high of 40%, and the external debt-to-GDP ratio has risen to 39.6%. However, key differences exist: 1) The Reserve Adequacy Ratio (ARA) stands at 92% (only 54% before the AFC), and the proportion of short-term external debt has fallen to 9.4% (11.5% before the AFC); 2) A freely floating exchange rate has replaced the soft peg, reducing the risk of a run; 3) Corporate leverage growth has slowed, and the bank non-performing loan ratio is lower than during the AFC period.

Currently, risks are mainly concentrated in the stock market: The KOSPI's price-to-book ratio of 2x and price-to-earnings ratio of 30x are both record highs, while margin debt has doubled to 38.6 trillion won in a year and a half. The Financial Stability Index indicates overall risk is at the 62nd percentile historically (yellow light zone), while the valuation dimension is at the 91st percentile.

Model calculations estimate a 5% probability of South Korea falling into negative growth over the next year, but the risk of a vicious cycle is significantly lower than during the AFC, primarily due to a stronger foreign reserve buffer and increased exchange rate flexibility. Recessions of this magnitude have only occurred three times in the past thirty years. The core warning: If the semiconductor cycle reverses or Fed tightening triggers foreign capital outflows, the stock market could become the hub for risk transmission.

Odaily星球日報訊 Robinhood 將向美國用戶推出加密 AI Agent 交易功能。符合條件的美國用戶很快將能夠將其 AI Agent 連接至專用 Robinhood 帳戶，由 AI Agent 代表用戶進行加密交易，並支援即時盈虧追蹤和推播通知。該功能將支援來自 Anthropic、OpenAI 和 Grok 等第三方 AI 公司的 Agent，英國用戶將成為下一批開放對象。

Odaily星球日报讯 韩国气候能源环境部已开始制定湖南圈新半导体产业园早期电力供应方案，并计划通过第12次电力供需基本计划确定新增储能系统（ESS）和抽水蓄能项目。第11次电力供需基本计划曾估算，考虑龙仁半导体产业园建设等因素，到2038年韩国需要总计21.75GW长时储能系统。韩国政府此前披露，西南圈半导体晶圆厂第一阶段电力供应目标为6.3GW。韩国业内预计，国内ESS市场未来将扩大至40万亿韩元以上。（ZDNet Korea Semiconductor）。

Odaily星球日報訊 FTX 債權人代表 Sunil 在 X 平台發文表示，FTX 下一輪資金分配預計將於 7 月 31 日進行，分配金額約 6 億美元。包括中國、埃及和俄羅斯在內的 45 個司法管轄區仍受限制參與。此前，FTX 下一輪資金分配預計為 3 月 31 日，總索賠額約 96 億美元。

Odaily reported that Hong Kong stocks closed with the Hang Seng Index up 0.16% and the Hang Seng Tech Index down 0.96%; MINIMAX-W (00100.HK) fell 17.13%, and Seres (09927.HK) dropped 13.56%.

Odaily星球日报報導，根據 MSX 數據，美股記憶體晶片股在盤前交易中下跌，美光科技下跌 6.6%，SanDisk 下跌 6.5%，Seagate Technology 下跌 5.4%，Western Digital 下跌 6.6%。

Odaily星球日报讯 Gate 今日宣布，Jason Fung 正式加入 Gate，担任 Head of Global Partnerships，将主导全球合作战略，深化与优质项目、L1/L2 生态、TradFi 机构及 Web3 合作伙伴的长期协作，提升平台生态价值与全球资源整合能力。

Jason 在 Web3、金融科技、消费科技及游戏领域拥有超过 15 年行业经验，曾任职于 Sei、ABFinance、TikTok 及阿里巴巴，并参与创办多个 Web2 与 Web3 创业项目，在市场拓展、生态建设、资产运营、战略合作及国际业务发展方面积累了丰富经验。他毕业于多伦多大学商学院，取得工商管理学士学位。

Jason 表示： "很高兴加入 Gate。数字资产行业正迎来更多创新与合作机遇，我期待发挥在 Web3、科技及全球合作领域的经验，与全球项目方、生态伙伴及行业参与者建立更紧密的联系，探索更多创新机会，共同推动数字资产领域的发展。 "

Jason 的加入将进一步完善 Gate 的全球合作体系，促进跨生态、跨行业资源协同，携手更多合作伙伴探索数字资产创新应用，助力行业生态建设与长期发展。