Auto-synced blockchain, market and macro-finance updates
AMD just went beyond NVIDIA and became the largest holding pad for the $45 billion semiconductor ETF. As of 15 July, AMD accounted for 8.51 per cent of the iShares semiconductor ETF, while NVIDIA ranked second at 8.35 per cent. Micron is also following。
View DetailsKraken announced the introduction of a United States dollar settlement of bitcoin and utco options, stating that a simpler option design could unlock the next derivative market for encrypted assets. According to the company, product design rather than demand has been a constraint。
View DetailsKalshi added 3 million new users during the World Cup. (CNBC)
View DetailsThe United States Secretary of Energy, Wright, stated that the United States would ensure the safety of oil transport in the Straits of Hormuz, with or without Iran ' s assistance. In addition, the seven-day cut-off in the Strait of Hormuz averaged less than 7 million barrels per day。
View DetailsOn the first anniversary of GENIUS Act, United States regulators have yet to complete their legislation and the relevant rules will enter into full force in July 2028, affecting the position of USDT on the United States encryption platform。
View DetailsIsraeli spokesperson for the city of Elat: Recently, the IDF spokesman reported that missiles had been detected from the Iranian direction towards the Jordanian city of Aqaba (near Israeli territory). The explosions heard in recent minutes were the result of interception operations in Jordan. At present, the rear command guidelines have not changed and no alerts are expected from the interior of the country. All forces in the area are on alert and ready, including ongoing exercises and training. Should any further changes occur in the assessment of the situation, we will issue a timely update。
View DetailsMichael Saylor, founder and executive chairman of Bitcoin Treasury, re-published Bitcoin Tracker's information, which he wrote: “What\s next?” According to previous patterns, Strategy usually discloses information on changes in Bitcoin holdings the day after the release of the relevant information。
View DetailsACCORDING TO THE FIRST FINANCIAL REPORT, FEEDBACK FROM INDUSTRY INDICATED THAT THE FIRST ACTIVE ETFS WERE EXPECTED TO MOVE FORWARD QUICKLY AND IN AN ORDERLY MANNER WITHIN 10 TRADING DAYS. IT TOOK LESS THAN A MONTH FROM THE FIRST STATEMENT BY THE SUPERVISORY BODY ON JUNE 17 TO “SUPPORT THE LAUNCH OF THE PROACTIVE ETF” TO THE FACT THAT THE APPLICATION FOR REGISTRATION OF 18 PRODUCTS IS NOW ON THE CVM WEB. IT IS WIDELY UNDERSTOOD THAT AGENCIES HAVE BEEN INVOLVED IN THE PREPARATION OF RESEARCH, AND THAT TODAY 18 MANAGERS, 18 PRODUCTS, AND SOME COMPANIES HAVE EVEN SACRIFICED THEIR TWO-FUND MANAGERS, WITH A DELIBERATE STRATEGY TO AVOID RADICALISM AND MOVE ON WITH A “LOW-EARTH, HIGH-DISPERSION” STANCE. (WALL STREET SMELLING)
View DetailsOneMillion AI wrote that a third party, i-have-adhd, Claude code skills were being developed in the community. The plugin regulates Claude ' s response with 10 rules, making the answer more direct and easier to implement. Specific rules include: 1. In the first line, direct action 2. Multi-step tasks are given using No. 3. Each round of descriptions of current progress 4 gives a specific time and number of 5. The project currently has approximately 1100 Stars in GitHub。
View DetailsAccording to the Wall Street Journal, after the release of Kimi K3 on the dark side of the moon, there was a DeepSeek shock on Wall Street and the AI chip was sold. Morgan Stanley stated that the rise of the low-cost high-performance AI model challenged OpenAI, Anthropic and weakened large-scale computing infrastructure needs. According to Mark Hackett, the chief market strategist at Nationalwide, funds are flowing out of the high-valuation technology unit and investors are reducing the AI-related technology unit configuration to energy, finance, industry and health。
View DetailsSome 2,000 institutional investors disclosed bitcoin holdouts in their first quarter of 2026, indicating that the demand for bitcoin was growing。
View DetailsCharles Schwab, who manages $3 trillion in assets, recently issued a warning that the Senate Democrats are trying to block Bitcoin and Cripto Clarity Act because of President Trump ' s conflict of interest, and that the legislative process of the bill is at a critical juncture。
View DetailsThe macroanalyst, Jordi, will speak at the National Debt Conference in New York on 28 September 2026 to discuss what happens after the Bitcoin “IPO Time”。
View DetailsOn 19 July, United States President Trump: Republicans should include Iran in the sanctions bill against Russia。
View DetailsThe total market value of the RWA (real assets) market fell to $38 billion and the market value of the currencyized RWA spot market fell to $38 billion. At the same time, the unsettled contract for derivatives on Hyperliquid has a record of $3.6 billion to $4 billion, reflecting changes in the behaviour of traders。
View DetailsThe money chain has taken the lead in the monetization of the United States Treasury debt market and is now prominent in the category of national debt in the real assets (RWAs). During the first six months of the year, market speculation cooled, and RWAs had the opportunity to show their organic growth data. According to the BSC Daily report, an assessment of the growth of the money chain in the network of monetization of US Treasury bonds shows that US Treasury bonds have been monetized to date at approximately $2.8 billion, ahead of competitors at Etherport at about $1.3 billion. The national debt of monetization represents a close link between traditional finance and Web3.0. Many of the major issuers are traditional finance companies, such as Franklin Templeton, which leads by over $1.6 billion in national monetization, surpassing the $1.5 billion of the Stabilized Money giant, Circle. Although the monetized national debt market is relatively new, it has shown strong growth, indicating that there is still significant room for further adoption. The growing dominance of the money chain in the monetization of the United States Treasury debt market may have increased the market attractiveness of BNB。
View DetailsAli officially launched the Token Plan personal version of Qwen 3.8, which can be accessed by users in tools such as claude code, cursor and qwen code. The personal editions are priced at a maximum of $39, $139 and $499 per month. The team version has been accompanied by reductions of $150 per seat, $550 per seat and $1398 per seat, respectively, for standard seats, senior seats and per seat. The amount of Qwen3.8-max-preview ' s consumption is also reduced by a deduction of credits at 10 per cent of normal usage during the day and a further 20 per cent at night, equivalent to 2 per cent of normal usage。
View DetailsThe Trainium AI chip in the Amazon, with an annual revenue of $20 billion and a commitment of $22.5 billion, is reshaping the computational pattern in the field of science and technology。
View DetailsOn 19 July, Kimi K3, a large model under the cover of the month, introduced linear attention mechanisms, raising concerns about the possible weakening of the demand for Yin Weida, HBM and network equipment. However, SemiAnalysis, a semiconductor research institute, has recently made quite different judgements: the large size of K3 parameters and the need for a reasoning structure not only does not weaken high-end AI hardware requirements, but may further enhance demand for high-end GPU, HBM and high-speed interconnection equipment. SemiAnalysis states that the K3 parameter size exceeds 2.8 trillion and the model weight capacity exceeds 1.5 TB HBM. Even in a relatively limited number of user scenarios, KV caches still require large amounts of offloading to CPU DDR5 memory and NVME storage, and HBM space does not generate significant surplus. More importantly, the dark side of the month had previously revealed that the efficient reasoning deployment of K3 required a large-scale extended-area structure of at least 64 chips. This hardware requirement corresponds to the design direction of a stage AI system such as GB200/GB300 NVL72 in Weida. SemiAnalysis argued that the logic of the market's prior understanding of linear attention as “dividing GPU demand” was biased. The real impact could be the opposite: a more efficient model structure reduces AI reasoning costs and will drive more applications to land, thus stimulating the long-term demand for GPU, HBM, DRAM and network infrastructure. (Grunting)
View Detailsaccording to daily news reports, the japanese logistics company az-commaru and holdings, which had taken over distribution operations in japan in the amazon, will introduce stable currency payments to some 2,300 cooperative transport companies and individual truck drivers to pay for commissioning fees, etc. the company will use the yen-stable currency issued by the financial technology company jpyc, jpyc, which is expected to be the first case of large-scale enterprise in japan. z-commaru and will also establish operational cooperation with jpyc and contribute 1 billion yen。
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