Odaily星球日報訊 據 Onchain Lens 監測，Aster 團隊銷毀了 293.7 萬枚 ASTER，價值 185 萬美元。
Odaily星球日报訊 港股半導體板塊午後震盪走強，兆易創新(03986.HK)漲超 14%，華虹宏力(01347.HK)漲超 8%，中芯國際(00981.HK)漲超 5%，上海復旦(01385.HK)、瀾起科技(06809.HK)等跟漲。
Odaily Seer 先知頻道監測顯示，predict.fun「英雄聯盟入圍賽 TL 對戰 DCG（BO5）」預測事件中，TL 獲勝機率暫報 92%；DCG 獲勝機率暫報 8%。
北京時間今日中午 12:50 左右，英雄聯盟入圍賽 TL 對戰 DCG 開賽。本場為 BO5 賽制，先贏 3 局的一方獲勝。首局比賽 TL 已經拿下，目前第二局正在進行中。
Odaily Seer 先知頻道持續關注預測市場，在定價之前，看見變化。
Odaily Planet Daily News: According to Lookonchain monitoring, a whale began buying PUMP after more than a year of dormancy, spending 5,000 SOL (worth $358,000) to purchase 242.66 million PUMP. Over a year ago, the whale bought 10,957 SOL at $237, worth $2.6 million, and staked them. Despite receiving a staking reward of 1,206 SOL, due to the price decline, the position still has a loss of over $1.7 million, a drop of 66%.
Odaily reported that the Nikkei 225 index closed up 107.23 points, or 0.15%, at 69,468.11 points on Monday, June 29, after falling more than 1% earlier. South Korea's KOSPI index closed up 5.62 points, or 0.07%, at 8,416.83 points on Monday, June 29; the KOSDAQ index closed up about 8%. After Samsung and SK announced investment plans, the KOSPI index erased a decline of up to 3.4% and turned positive during the session, with the small-cap KOSDAQ index also rebounding. (Jin Shi)
Odaily星球日報訊 Vitalik Buterin 發文《Obfuscation: building the final boss of cryptography (Part I)》，系統梳理混淆協議 iO 主線背後的技術樹。文章指出，混淆技術可將程式轉換為「加密程式」，在隱藏內部邏輯的同時允許對明文輸入進行計算，理論上可實現「無需信任的受信第三方」，與區塊鏈結合可構建近乎無需信任的投票系統、拍賣協議等多種應用。目前 iO 方案的運行時間在技術上為多項式時間，但實際開銷巨大，預計運行時間超過宇宙壽命。
Odaily星球日报讯 马斯克在其社交媒体平台 X 上发文称，旗下最新一代大语言模型 Grok 4.5 已正式在 SpaceX 和特斯拉内部开启 Beta 测试，之后才会进行更广泛的推广。马斯克还表示，SpaceX 计划在今年剩余的时间里每月发布一个“完全从零开始训练”的全新人工智能模型。这番言论暗示，未来的版本可能并非对现有系统的简单改进，而是通过全新训练构建的全新基础模型。
Odaily星球日報訊 針對社群討論的「美光 VS 輝達」之爭，Citrini Research 分析師 Jukan 在 X 平台發文表示，「MU（Micron）雖非 Nvidia，但未來重要性或超越 Nvidia。推理現已直接與收益掛鉤，但推理效能提升並非僅靠增加 Nvidia GPU 實現，GPU 在推理中常因記憶體瓶頸處於低利用率閒置狀態。對於推理而言，增加記憶體價值更高。推理的投資報酬率最終取決於記憶體而非 GPU。因此，人們為什麼仍然關注透過 NVIDIA 的框架來取得 Micron？要考慮得更全面。推理就是記憶體。」
Odaily Planet Daily News Polymarket officially announced the launch of the "World Cup Knockout Stage Perfect Prediction Event," with a total prize pool of $2 million. This event is open to legal residents of 47 U.S. states and Washington, D.C., excluding users in Maryland, Nevada, and Utah, and requires participants to be of legal adult age. It is void in prohibited regions.
It is understood that the World Cup knockout stage consists of 32 matches, with 30 matches still available for predictions. With a 70% accuracy rate per match prediction, the probability of winning is approximately 1/64,152. In comparison, March Madness features 64 matches, making it about 5 orders of magnitude more difficult.
Odaily星球日報訊 凱投宏觀亞太市場主管 Thomas Mathews 在一份報告中表示，此前推動收益率走低的美國國債漲勢預計將會失去動力，而德國國債可能會進一步上漲。
他表示，美國國債本週面臨一些關鍵考驗。他指出，聯準會降息的關鍵理由之一是保護勞動力市場的健康。「但近期勞動力市場動能有所增強，我們預計本週稍晚公布的美國 6 月就業報告將再次表現強勁，」Mathews 說，越來越明顯的是，勞動力市場狀況不會成為推遲緊縮政策的理由，「這或許是美國國債近期面臨的最大風險，但並非唯一風險。」（金十）
Odaily星球日報訊 三星集團會長李在鎔表示，「這是一場與時間的賽跑。」他還補充說，更新後的計劃加快了三星電子在首爾都市圈建設晶片廠的步伐。根據規劃，韓國西南部的光州市將打造為新的儲存晶片製造中心，天安市和溫陽市將建設成為高頻寬記憶體（HBM）封裝中心。此外，三星電子還計劃在慶尚北道龜尾市的晶片廠部署人形機器人，並加大相關投資。（金十）
Odaily Planet Daily reports: SK Group Chairman Chey Tae-won stated that even if SK Hynix accelerates factory construction, memory shortages will persist. (Jin Shi)
Odaily星球日報訊 花旗利率策略師在一份報告中表示，他們將 10 年期美國國債收益率的年底預期略微上調至 3.9%，此前的目標為 3.75%。此次調整是在聯準會 6 月會議採取鷹派立場之後做出的。不過，花旗策略師仍然維持對美國國債的中期看多觀點，因為他們認為，近期中東衝突不會推動通膨壓力向核心通膨傳導。他們還表示，認為風險平衡的方向是勞動力市場走弱，而不是走強。(金十)
Odaily星球日报讯 据链上分析师 Ai 姨监测，过去 24 小时共有 12 个地址累计花费 198.5 万美元新建仓 ANSEM，仅统计了买入金额在 10 万美元及以上的部分，助推币价进一步突破 1 亿美元。
Odaily Planet Daily News The South Korean government on Monday announced major project plans in chips, physical AI, and AI data centers. South Korean President Lee Jae-myung stated the need to ensure the development of AI elements faster than other countries and that chip production construction must be completed as soon as possible. Current factory sites are nearing their limits in terms of water resources and other infrastructure. The southwestern region will see investments of 5 to 20 trillion Korean Won in new projects, with Gwangju and Jeolla possibly receiving investments of 520 trillion Korean Won in related projects.
Regarding detailed planning for factory construction, the South Korean government announced plans to build four chip factories in the southwest, with an investment of approximately 800 trillion Korean Won. Samsung Electronics and SK Hynix will each build two new factories. Investment in the chip sector over the next 15 years is expected to reach at least 30 trillion Korean Won, covering areas such as next-generation memory, edge AI, and national defense. Investment in the chip packaging cluster in the Chungcheong region is expected to reach 81 trillion Korean Won. Investment in building AI data centers is estimated to be around 550 trillion Korean Won.
The South Korean government expects to double DRAM production capacity within five years and anticipates that the global memory market will grow fourfold over the same period. South Korea also stated it seeks to distribute the benefits of growth to the public. (Jin Shi)
