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Today · 2026-07-30 · Thu

AMAZON WARNING: THE MEMORY CRISIS WILL LEAD THE GAME HOST AND THE PC TO THE DEAD CLOUD GAME

ON 27 JULY, JEFF GARDIS, THE DIRECTOR OF THE AMAZON GAMES, RECENTLY WARNED THAT THE MEMORY CRISIS WOULD LEAD TO THE DEMISE OF THE GAME HOST AND THE PC. HE BELIEVED THAT, AS HARDWARE BECAME MORE EXPENSIVE AND CLOUD GAMES TECHNOLOGY CONTINUED TO IMPROVE, THERE WOULD BE LESS DEMAND FOR SPECIALIZED GAMES, AND THE MARKET FOR TRADITIONAL GAMES HARDWARE FACED A TURNING POINT, AND CLOUD GAMES WOULD BE THE ONLY WAY OUT OF TRADITIONAL GAMES. ACCORDING TO GARTIS, ONLY A SMALL NUMBER OF PLAYERS CURRENTLY HAVE A TRADITIONAL GAME HOST OR PC. BY CONTRAST, WITH OVER 1 BILLION SMARTPHONES SOLD ANNUALLY, CLOUD GAMES CAN BRING GAME EXPERIENCES DIRECTLY TO THESE DEVICES WITHOUT THE NEED TO PURCHASE EXPENSIVE ADDITIONAL HARDWARE. FROM A BUSINESS POINT OF VIEW, A CLOUD GAME CAN GENERATE A STABLE SUBSCRIPTION REVENUE FOR THE AMAZON, WHILE PREVENTING GAME MODIFICATION AND PIRACY. FOR THE AMAZON, A CLOUD GAME IS A MORE PROFITABLE BUSINESS MODEL THAN HARDWARE。

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PHYSICS AI, INC., COMPLETES THE HUNDREDS OF MILLIONS OF DOLLARS OF ANGELS' FINANCING FOR GLOBAL COMMERCIALIZATION DURING THE YEAR. LAND

Physical AI announced the completion of hundreds of millions of dollars of angel-series financing in eight months, with investments in VGC, linear capital, superspicuous capital, smart capital, positive investment and Zhou Dafu. The company locates “technology+products” on a double-drive, focusing on Door-to-Door mobile missions, under which QUORRA creates short-distance robots to target unstructured environments for autonomous travel. The first product has been produced in volume and ordered by more than a dozen countries around the world, and it is planned to launch DTC operations overseas during the year, with the simultaneous opening of Skycats, Kyoto Flag Shops and multiple underground sites in the country. All-weather technology

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MoneyFrontier 2026 New Capital Chile Summit, Hong Kong Gather

On July 27, the Money Front 2026 New Zhongjiang Jiaxuan Summit was officially opened today at the Hong Kong Bay Cai Cai and Hotel, with many guests from politics, academia, investment agencies and Web3 industrial ecology. Opening statements were made by representatives of Money Frontier and KuPool. This was followed by a keynote address by Hong Kong Legislative Councillor Choo Dagan on " What is Hong Kong ' s Way Forward in Digital Asset Development ", which shared views on regulatory synergies, market connectivity, financial trust and access to traditional institutions. The agenda for the first day also covered issues such as digital asset evolution, the stabilization currency and DeFi, and security in AI, and guests such as Assistant Professor Zhou Yakin of the Chinese University of Hong Kong discussed the construction of a security and safety system in the chain of attack in the era of AI. The follow-up to the Summit will also lead to more keynote addresses and round-table dialogues, and an outstanding agenda is ongoing。

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National Statistical Office: accelerated integration of artificial intelligence and areas in the first half of the year

According to the National Statistical Office, profits from the electronic-related industry are growing rapidly. In the first half of the year, the accelerated integration of artificial intelligence with various sectors and a significant increase in computing demand contributed to a 96.9 per cent increase in profits in the electronics sector and to an 8.5 per cent increase in profits in industrial enterprises of all sizes and above, which is an important support for the faster growth of profits in industrial enterprises of all sizes and above. Among them, in the areas related to servers, high-performance workstations, the profits in computer consolidation and in the manufacturing of peripheral equipment increased by 689.3 per cent and 305.8 per cent, respectively; in the manufacturing of electronics, the profits in the manufacturing of integrated circuits and semiconductor parts increased by 257.9 per cent and 31.2 per cent; and in the manufacturing of electronics and electronics, the profits in the manufacturing of electronics-specific materials increased by 209.7 per cent and 26.9 per cent. (Wall Street smelling)

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NOMURA: INCREASE BY MORE THAN 1.2 PER CENT OVER OR OVER THE IPO DISTRIBUTION PRICE

Nomura has set a target price of RMB 116 for Changsung technology, which is expected to accelerate its market share. “In view of the fact that global memory supply constraints are not likely to ease in the coming years, we expect that the market share of long-term technologies will increase at an accelerated rate,” the analyst Donnie Teng wrote in her report. Nomura offered a target market gain of 20 times that of Changsung technology and indicated that the Unit valued or reached about twice the level of American light technology as its main American competitor. (Wall Street smelling)

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Coinbase CEO contradicts the argument that "encrypters should turn to AI" that encrypted money is essential to the general infrastructure

On July 27, Coinbase CEO Brian Armstrong responded “If you are in the field of encrypted money, turn to AI” as a wrong way of thinking, a zero-sum game. Brian Armstrong stressed that encryption money was a common technology, an infrastructure, like electricity or the Internet. It will not compete with the next popular technology because it supports the latter. It is “a combination of the two”, not “an alternative”. As a general trend, artificial intelligence does not diminish the importance of encrypted currency. On the contrary, it makes encrypted money even more important. Artificial intelligence agents require their own financial infrastructure, and ultimately their daily turnover will far exceed the sum of all human transactions. They cannot open bank accounts and wait three days to receive remittances, and they can only live in one country. They need real-time programmable money (as is the case with encrypted money). The agent is required to hold funds and pay on his own. Coinbase pioneered the x402 agreements, Base and USDC, which now support the vast majority of agency payments. The agent will also be involved in the transaction and act as a financial adviser. They will raise or borrow funds for new projects under way. They will also save users from cumbersome work in tax planning, portfolio rebalancing and billing。

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The biggest sale since the sale of the Changsung stock amounted to $24,982,000, and 1,425 at an address

After the long-stamp storage was placed on the market, 98 long-stamp storage orders were currently posted at an address, with prices ranging from $7.32 to $23, for a total of 142.55 million, or approximately $249.82 million in nominal terms. The address is now in possession of 2462.5 long-stamp storage blanks, which, if the above-mentioned sales orders continue to be made, will further increase the open space。

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Cash and silver: The New High Fund Manager ' s cash holdings have fallen to an all-time low of 3.6 per cent since 2021

On 27 July, a team of US bank strategists pointed out that Bull & Bear Indicator, a measure of investor sentiment, had risen slightly from 9.5 to 9.6 last week, a record since the outbreak peaked in 2021. In a report released last Friday, a team led by Michael Hartnett, the chief strategist of the United States and China, noted that the indicator had triggered 17 “sale” signals since 2002. In the three months following the launch of the signal, the global stock market fell by an average of about 2 per cent or 3 per cent, with the maximum range ranging from 15 to 20 per cent. The strategist added that once the indicator triggers a “buy-in” or “sale-out” signal, it usually lasts about one to three months. The bank noted that interest rate trends could be a potential risk to depressed markets, particularly as markets were betting on the possibility of re-launching the interest-rate cycle in the coming months. On the other hand, the market has recently begun to question the sustainability of the investment boom in AI, but investors continue to repossess risk assets at a time when the global stock market is approaching a new high. The Bank ' s latest fund manager survey shows that an increasing number of global investors view the AI stock bubble as the biggest end-end risk in the market, but the holding of shares is still close to full, with the share of cash held at an all-time low of 3.6 per cent in July。

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The Russian Federation Savings Bank plan to establish an infrastructure for encrypted currency transactions by December

On 27 July, Cointelegraph reported that the largest Russian bank, the Savings Bank of the Russian Federation (Sberbank), was planning to complete the encryption-trading infrastructure, including a digital repository, by 1 December. Previously, Russia was integrating the transactions, hosting and clearing of encrypted currency into its financial system. The digital repository will record the ownership of the encrypted currency and handle most transactions outside the main block chain. The Savings Bank of the Russian Federation will operate active wallets for deposit, withdrawal and transfer by clients。

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Storj parent company Stoj Labs applied for financial reorganization and will operate, service and network as usual

On 27 July, Globenewswire reported that the cloud storage platform Storj parent company Storj Labs had filed an application for insolvency protection under chapter 11 of the United States Bankruptcy Code, aimed at resolving certain outstanding debts. During the reorganization period, business will proceed as usual and will not interrupt any service to its clients and it is planned that the ownership of the restructured company will be shared by management, the currency community and investors。

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