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2026
MON
06/29
14:40
Ethlabs:現有資金可支撐2–3年發展,堅持非營利與中立治理

Odaily星球日报訊 Ethlabs 在 X 平台發文回應非營利定位與資金情況,其表示選擇以非營利結構運作,是為了專注於以太坊作為「公共產品」的長期發展需求,並保持組織在研究與建設中的獨立性與中立性。

在治理結構方面,Ethlabs 指出,其資金來自大型 ETH 持有者及以太坊生態建設者,這些資金方與以太坊長期成功高度一致,但不會獲得任何治理控制權,也不會參與路線圖制定或項目優先級決策。Ethlabs 強調,這種安排是主動設計,旨在避免外部資金對核心方向的影響。

同時,Ethlabs 表示,未來持續融資機制本身也是一種「問責機制」,即只有持續為以太坊生態創造真實價值,才能獲得後續資金支持,從而形成長期反饋循環。

在資金方面,Ethlabs 透露當前仍處於融資收尾階段,暫未揭露具體金額,但已獲得的承諾資金預計可支持 2 至 3 年的營運週期,並覆蓋頂級人才招聘需求。Ethlabs 強調其定位為長期項目,並非一次性資助計畫。

14:37
美SEC對美林證券處以750萬美元罰款

Odaily星球日報訊 據市場消息:美國證券交易委員會(SEC)對美國銀行旗下美林證券處以 750 萬美元罰款,原因是未能提交多份可疑活動報告。(金十)

14:27
分析:美股存儲板塊回調或因三星與SK海力士供應擴張預期

Odaily星球日報訊 美股今日開盤後存儲板塊承壓,美光科技、閃迪股價均大幅下跌。分析指出,三星與SK海力士此前公布約800萬億韓元的投資計劃,以興建新的晶片製造樞紐,兩者合計約占全球存儲晶片三分之二產能。此次新增產能規劃可能對FY27–FY28的供給曲線形成新的預期壓力,重新引發市場對行業供需平衡的討論。目前市場反應已呈現分化:DRAM/NAND直接標的承壓更明顯,而以存儲結構或硬碟業務為主的公司表現相對抗跌。

業內認為,該消息並未改變2026年下半年的短期供需格局,但可能削弱近期市場對「供給紀律驅動價格上行」的樂觀預期,後續行業仍需新的價格或需求數據來支撐估值擴張邏輯。(APNews)

14:24
瑞銀集團將邁威爾科技目標價上調至340美元。

Odaily星球日報訊 據市場消息:瑞銀集團將邁威爾科技(MRVL.O)目標價從 230 美元上調至 340 美元。(金十)

14:22
Sky为FX Layer提供1.5亿USDS底层流动性

Odaily Planet Daily News Sky (formerly MakerDAO), in collaboration with Spark and Uniswap, announced that the initial $150 million liquidity for the FX Layer, a stablecoin exchange system jointly developed by the three parties, comes entirely from the Sky ecosystem stablecoin USDS. As the platform's core pricing asset, USDS provides base liquidity for the USDS/USDT and USDS/PYUSD trading pools, marking the first large-scale implementation of this shared liquidity framework.

The three parties have a long-term plan to onboard institutions involved in the stablecoin business, such as PayPal's PYUSD, Ripple's RLUSD, Robinhood, and Revolut, onto the unified infrastructure. This eliminates the need for each issuer to independently build liquidity pools and market-making systems. At the same time, a governance mechanism is in place to allow idle funds not participating in market-making to continuously generate yields.

Looking back to June 25, Spark and Uniswap officially announced the launch of FX Layer. The division of labor is clear: Spark acts as the orchestration layer, allocating cross-stablecoin liquidity, while Uniswap v4 executes the trading path through its DualPool hook programmable AMM mechanism, offering a one-stop stablecoin exchange service for banks, fintech firms, and payment enterprises.

14:17
SpaceX stock turns lower, Philadelphia Semiconductor Index extends losses to 2.5%

Odaily Planet Daily News According to MSX.COM data, SpaceX stock turned lower, after previously rising over 4%; the Philadelphia Semiconductor Index extended its decline to 2.5%, with Micron Technology (MU.O) and Arm (ARM.O) falling over 8%, Intel (INTC.O) down 7%, Marvell Technology (MRVL.O) falling over 5%, and Nvidia (NVDA.O) down 0.7%.

14:17
美国最高法院拒绝允许特朗普罢免美联储理事丽莎·库克

Odaily星球日报讯 据市场消息:美国最高法院拒绝允许特朗普罢免美联储理事丽莎·库克。(金十)

14:14
The "Clarity Act" Enters Critical Negotiation Period, Senate Floor Vote Expected as Early as Late July

Odaily reports The core U.S. crypto regulatory bill, the "Digital Asset Market Clarity Act" (Clarity Act), has entered a critical two-week negotiation cycle for legislation. The Senate will be in recess until July 13. During the recess, bipartisan staff, the White House, and representatives from the crypto industry will continue to negotiate remaining differences in the bill, focusing on resolving controversial issues such as the integration of the two bill texts from the Senate Banking Committee and the Agriculture Committee, ethics clauses, and anti-money laundering rules.

If all parties successfully reach a unified compromise version, the bill could be submitted for a full Senate vote as early as late July to early August. Market consensus generally holds that the period before the congressional recess in August is the only window for the bill to be passed this year. If the vote is not completed during this period, the probability of the bill being enacted into law by 2026 will significantly decrease. (Crypto in America)

14:12
US partially eases export restrictions on Anthropic, AI regulation enters a phased de-escalation stage

Odaily Planet Daily News The U.S. Department of Commerce has made differentiated adjustments to the export restrictions on frontier models from AI company Anthropic, marking a new phase of "phased deregulation" in global AI regulation. According to the policy, the official has lifted the export ban on the Claude Mythos 5 model, allowing specific compliant and controlled users to resume using this cybersecurity model. Meanwhile, another high-end model, Fable 5, remains under export restrictions, and related policy consultations are still ongoing.

Industry analysts suggest that this tiered control model—loosening restrictions in some areas while tightening them in others—reflects the U.S. government's balancing act between national security, data sovereignty, and international AI competition. As the global AI race continues to accelerate, specialized models with vulnerability exploitation capabilities are facing stricter scrutiny from various countries. Several nations have already initiated discussions on establishing a unified cross-border regulatory framework for frontier AI capabilities. (Forbes)

14:10
White House tightens AI regulation, open-source models may see development dividends

Odaily Planet Daily News The White House continues to tighten AI-related regulatory policies, and open-source AI models are becoming one of the clear beneficiaries. Many developers and corporate executives said that closed-source frontier models, represented by Anthropic Fable 5, face strong policy uncertainty. Many applications built on top of closed-source models have suffered business impacts due to model restrictions or shutdowns.

As the stability of closed-source model supply and compliance risks rise simultaneously, a large number of developers are switching to open-source AI solutions to break free from dependence on a single vendor and reduce systemic operational risks. Industry analysis points out that open-source models lack centralized control by a single entity, making them difficult to restrict directly through administrative means. Their attractiveness continues to increase in enterprise implementation and the developer ecosystem. (The Information)

14:09
US stocks storage sector continues to decline, Micron and SanDisk stock prices fall 6% and 8% respectively

Odaily Planet Daily News According to MSX.COM data, the US stock storage sector continues to decline. Micron Technology's stock price fell 6% to $1064.34 per share. SanDisk's stock price fell 7.8% to $1931.160 per share. The trading volumes of the two were the first and second highest among all US stocks. Kioxia ADR fell 7%. On the news, South Korean Minister of Trade, Industry and Energy Ahn Duk-geun said on the 29th that it is expected to double DRAM production capacity within five years, and the global memory market is expected to grow fourfold in five years.

14:07
现货黃金向下突破4020美元/盎司,日內下跌1.58%

Odaily星球日报訊 根據 Gate 數據,現貨黃金向下突破 4020 美元/盎司,目前報價 4016 美元/盎司,日內下跌 1.58%。

14:06
美国加州机构将以50%的折扣获得Claude访问权限

Odaily星球日报訊 美國加州州長紐森宣布與 Anthropic 建立合作夥伴關係,加州機構將以 50% 的折扣獲得 Claude 訪問權限。(金十)

14:05
Ukraine Seizes $8.3 Million in Crypto Assets, Potentially Paving the Way for a Strategic Crypto Reserve

Odaily Planet Daily reported that the Office of the Prosecutor General of Ukraine stated that it has, for the first time, transferred approximately $8.3 million worth of USDT crypto assets into the state asset management system, marking the country's first official takeover of seized crypto assets. The funds originated from an investigation into an international hacker organization allegedly involved in money laundering through high-value real estate and other assets. The assets were received by the National Asset Recovery and Management Agency (ARMA) of Ukraine and transferred pursuant to a court order.

Officials stated that this operation is a significant step for Ukraine in the regulation and management of crypto assets, and also aligns with the country's ongoing discussions on establishing a strategic crypto reserve. Previous data shows that Ukraine ranked among the top in Europe for crypto transaction volumes between 2024 and 2025.

However, the relevant assets are currently in a "custodial" state and have not yet been legally confiscated. Subsequent judicial conviction procedures are still required. Analysts believe that this measure is mechanism-wise similar to the approach taken by the United States, which builds a potential strategic reserve through criminal forfeiture of crypto assets. (CoinDesk)

14:02
日元跌至近40年低位

Odaily星球日報訊 據 Gate 數據,美元兌日元 USD/JPY 突破前高,最新報 161.95,為 1986 年 12 月以來的最高水平,日內漲 0.1%。

14:02
美国参议员拟推出AI Agent监管草案,立法焦点转向智能体经济与应用层治理

Odaily星球日报讯 美国民主党参议员 Mark Warner 计划于周一公布一份 AI 相关讨论草案,重点聚焦快速发展的「AI Agent(智能体)」领域。当前美国国会已提出数十项与人工智能相关的法案,覆盖深度伪造、模型安全等多个方向,而此次草案则将监管重心进一步延伸至 AI Agent 这一前沿领域。

相较于 ChatGPT、Claude 等对话式应用,AI Agent 正在成为推动 AI 技术增长与资本投入的关键形态,广泛应用于客服系统、自动化任务处理及各类在线服务场景,成为 AI 产业下一阶段的重要发展方向。(The Information)