Odaily Planet Daily News: According to Onchain Lens monitoring, the Abraxas Capital address deposited 8,000 ETH, worth $14.15 million, into Aave.
Odaily星球日报訊 據 Lookonchain 監測，某個疑似與 CoinShares 關聯錢包向 Coinbase 存入 6.3 萬枚 ETH，價值 1.1156 億美元。
Odaily星球日報訊 AI 基礎設施投資熱潮降溫，市場開始重新評估晶片與數據中心支出可持續性，隨著投資者重新審視 AI 基礎設施投入能否持續，涵蓋半導體、儲存晶片及數據中心產業鏈的「AI 交易」正出現降溫跡象。
近期，Micron Technology（MU）、SanDisk（SNDK）等 AI 相關晶片股承壓。此前 Samsung Electronics 公布創紀錄的第二季業績，但營收低於市場預期，其股價仍下跌近 7%，並拖累整個 AI 晶片板塊走弱。
市場擔憂，隨著雲端運算巨頭（Hyperscalers）可能放緩 AI 基礎設施投資，當前由 GPU、高頻寬記憶體（HBM）和數據中心建設推動的 AI 繁榮週期或面臨重新定價。與此同時，韓國儲存晶片巨頭 SK hynix 在赴美上市前股價較歷史高點下跌約 25%，其 IPO 也正在吸引部分資金從現有晶片股票中轉移。
分析人士指出，在 SpaceX 大型 IPO 推高 AI 相關資產估值後，投資者正重新評估 AI 行情下一階段的增長邏輯。若 AI 投資熱度進一步下降，部分資金可能從 AI 產業鏈重新流向包括加密資產在內的其他風險資產。（CoinDesk）
Odaily Planet Daily News: According to MSX.COM data, the US stock chip sector continues to decline. SanDisk (SNDK.O) fell over 11%, Western Digital (WDC.O) fell nearly 10%, Micron Technology (MU.O) and Seagate Technology (STX.O) fell over 7%, and Nvidia (NVDA.O) fell 1.3%.
Odaily Planet Daily News South Korean memory chip giant SK Hynix plans to list on the Nasdaq this Friday, becoming another highly anticipated major tech company to go public in the U.S. following SpaceX. It is reported that SK Hynix plans to raise approximately $28 billion through the issuance of American Depositary Receipts (ADRs). As one of Nvidia's key suppliers, SK Hynix primarily produces High Bandwidth Memory (HBM), DRAM, and NAND flash products, and its business is benefiting from the growing demand for storage driven by the expansion of AI infrastructure.
Market analysts believe that SK Hynix's U.S. listing will serve as an important test of investor interest in the next wave of AI technology IPOs. Over the past 12 months, its shares listed in South Korea have accumulated gains of approximately 770%, outpacing the roughly 700% rise of rival Micron Technology over the same period. SK Hynix's listing reflects that the investment fervor in the AI industry chain is spreading from large-scale models and computing chips to storage and the broader semiconductor supply chain. The market expects that the second half of 2026 may see a wave of large-scale listings from more AI and technology companies. (Fortune)
Odaily reports that according to Lookonchain monitoring, today U.S. Bitcoin ETFs recorded a net inflow of 4,206 BTC, with a 7-day net outflow of 1,661 BTC; Ethereum ETFs saw a net inflow of 11,955 ETH, with a 7-day net inflow of 20,570 ETH.
Odaily reported that, according to on-chain analyst Ai Yi's monitoring, a whale once bought $5.455 million worth of SK Hynix on Binance at a premium. If still holding, the paper loss would be $1.12 million, with an entry price of approximately $1,800.
Odaily News: According to Gate data, WTI crude oil rose 2.00% intraday, currently at $70.25 per barrel. Brent crude oil rose over 2.00% intraday, currently at $73.52 per barrel. This comes after the UK Maritime Trade Organization reported an incident involving an oil tanker passing through the Strait of Hormuz.
Odaily Planet Daily News Patrick Hansen, Senior Director of EU Strategy and Policy at Circle, citing the MiCA interim registration data from the European Securities and Markets Authority (ESMA), released compliance institution statistics one week after the comprehensive implementation of the regulation. Currently, there are a total of 21 authorized Electronic Money Token (EMT) issuers in the EU, distributed across 12 member states, issuing a total of 35 EMTs pegged to 8 types of fiat currencies; France continues to lead other member states with 6 licensed issuers. At the same time, the number of approved Asset-Referenced Token (ART) issuers remains at zero, while the total number of registered Crypto Asset Service Providers (CASPs) under the MiCA framework has exceeded 270.
Odaily Planet Daily News British politician Nigel Farage has announced his resignation as MP for the Clacton constituency and will contest a by-election to reclaim the seat, a move he says is aimed at challenging the political establishment. Farage is currently under investigation by the Parliamentary Commissioner for Standards, with the core controversy centering on a large political donation that was not properly declared. On the eve of the 2024 general election, he received £5 million from Christopher Harborne, a crypto investor based in Thailand who also holds a partial stake in the stablecoin Tether. Public scrutiny persists over whether this crypto-related funds were duly declared by the MP as required. Under investigation pressure, Farage has chosen to resign and stand for re-election. The incident has also sparked ongoing market discussions about the regulatory implications of crypto capital's involvement in Western politics. (Bloomberg)
Odaily Planet Daily News According to MSX.COM data, the US stock optical communication sector collectively declined at the opening. Coherent fell nearly 6%, Corning fell nearly 5%, Lumentum fell nearly 4%, and Credo fell over 7%.
Odaily星球日報訊 據官方消息，Ondo Perps 現已正式上線並面向非美國投資者開放。作為支援代幣化股票和穩定幣作為衍生品保證金的永續合約平台，Ondo Perps 致力於推動鏈上衍生品市場進入資本效率新階段，其核心優勢包括：
代幣化股票作為抵押品：無需在多個平台維護單獨的資金儲備；
市場深度堪比傳統金融：實現極低的價差和滑點；
執行速度堪比加密領域頂尖 CEX：訂單路由、保證金更新和清算均即時處理，同時確保去中心化。
目前，Ondo Perps 支援資產涵蓋股票、指數和大宗商品，包括 SPCX、MU、NVDA、TSLA、AAPL、黃金和原油等，並提供高達 20 倍的槓桿，為全球投資者提供 7 x 24 小時全天候交易。
據介紹，Ondo Perps 基於 Ondo Finance 技術構建，Ondo Global Markets 提供底層代幣化股票基礎設施，總 TVL 已超過 10 億美元。
According to MSX.COM data, the Philadelphia Semiconductor Index fell 4% at the open. NVIDIA stock dropped 1.93%, TSMC stock fell 2.94%, Broadcom stock decreased by 0.62%, Micron Technology stock fell 6.77%, AMD stock dropped 5.98%, ASML stock fell 4.14%, Intel stock declined by 6.26%, and ARM stock fell 2.9%.
According to MSX.COM data, the US stock storage concept sector fell sharply, with Western Digital dropping over 8%, SanDisk falling over 6%, Seagate Technology declining over 5%, and Micron Technology dropping over 6%. Rivian fell over 12% as the company plans to raise funds through a stock issuance.
Odaily Planet Daily News According to MSX.COM data, US stocks opened with the Dow Jones up 0.34%, the S&P 500 index down 0.09%, the Nasdaq down 0.5%, and the VIX panic index up 2.12%. AI concept stocks fell broadly, with Micron down 6.65%, AMD down 6.03%, Ambarella down 4.96%, Teradyne down 4.96%, and Marvell down 4.88%.
It is reported that MSX is a leading RWA trading platform that has listed hundreds of RWA tokens, covering popular US stocks and ETF token targets such as NVDA, GOOGL, MSFT, AMZN, META, TSM, and AMD.
