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According to Jinshi reports, Ukrainian officials stated that Russian missile and drone attacks overnight resulted in at least 8 deaths.

According to South Korean media Daum, the Financial Services Commission (FSC) of South Korea has announced that it has completed the draft of the "Digital Asset Framework Bill." Currently, only a few matters remain to be coordinated, and as the agenda for the second half of the year is determined by the South Korean National Assembly, efforts will be made to expedite the legislative process.It is reported that South Korea is considering including legal provisions related to AI Agent payments in the "Digital Asset Framework Bill" to address the trend of AI becoming a subject of small and high-frequency payments in the future. It is suggested to provide legal authorization for regulatory frameworks, including establishing customer identity verification (KYC) for AI Agent payments, defining payment responsibilities, foreign exchange declaration for cross-border transactions, and programmable payment standards.

According to CNBC, Situational Awareness, an AI-themed hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, sold its entire publicly traded stock portfolio in a single transaction to another hedge fund before the market opened on Thursday, with the buyer undisclosed. The fund also sold a significant stake in Anthropic. The fund manages approximately $20 billion to $24 billion, and as of the end of June, it had a net return of 439%, making it one of the best-performing hedge funds this year.According to insiders, this liquidation was due to significant losses in recent weeks. The fund had long positions in AI infrastructure and semiconductor stocks such as SK Hynix, Nvidia, Micron, and CoreWeave, most of which fell over 35% this month, while its short positions in software stocks like Adobe also experienced significant reverse volatility. According to its 13F filing submitted on March 31, about 62% of its $13.68 billion holdings were bearish options betting on declines in semiconductor and tech stocks. It is reported that major brokers such as Bank of America, Goldman Sachs, and JPMorgan are assisting the fund in meeting margin calls or orderly reducing positions, and Aschenbrenner has sought new capital from existing investors and lenders.

According to monitoring by Lookonchain, a certain whale has continuously increased its holdings of WBTC and ETH over the past month, accumulating 1,050 WBTC at an average price of $64,277, worth $67,490,000; and accumulating 66,300 ETH at an average price of $1,758, worth $117,000,000.Its current holdings are profitable by $10,800,000.

According to Yu Jin monitoring, after a significant rebound in the storage sector tonight, traders who had been continuously shorting Changxin Storage have once again increased their short positions. This trader established their position the day before Changxin Storage's initial public offering and has gone through multiple rounds of increasing their position. Currently, the value of the short position held in Changxin Storage is approximately 22.26 million USD, with an unrealized loss of about 4.06 million USD.

Uniswap announced the launch of the beta Launches tab in its web application, designed to aggregate and display token issuance projects based on the Uniswap infrastructure. This feature currently supports issuance projects on the Robinhood Chain and integrates token information from multiple issuance platforms, allowing users to filter and sort by issuance platform, 24-hour trading volume, liquidity, launch time, and popularity.The official statement indicated that by July 2026, over 340,000 new tokens had entered Uniswap through the Robinhood issuance platform, with a cumulative trading volume of $3.6 billion. This feature aims to enhance the exposure efficiency of new projects and simplify the process for users to discover and trade new tokens.

Terry Duffy, Chairman and CEO of CME Group, stated that the approval of perpetual futures contracts in the United States may expose traders to tax and regulatory uncertainties, as the related products may ultimately be classified as swaps rather than futures. Duffy noted that the long and short parties in perpetual contracts regularly exchange funding rates, a mechanism that aligns with the statutory definition of swaps under U.S. law.The Commodity Futures Trading Commission (CFTC) currently classifies them as futures, and CME is legally challenging this approval with the CFTC. Duffy pointed out that if perpetual contracts are treated as futures, some institutional traders may be subject to the mixed tax treatment under Section 1256 of the U.S. tax code; if classified as swaps, they may be taxed under ordinary tax rules. The Internal Revenue Service (IRS) has yet to issue specific guidance on the tax treatment of perpetual futures. Legal experts indicate that perpetual futures are structurally similar to swaps but economically function like futures, and the court's interpretation of the relevant definitions will be crucial. Even if litigation clarifies the product classification, the IRS may still need to issue separate guidance on tax treatment.

According to Jinshi reports, the World Trade Organization has announced that Brazil has filed a dispute resolution lawsuit regarding the U.S. tariff increase issue.

According to Jinshi reports, Goldman Sachs Asset Management has launched the artificial intelligence investment platform AlphaAI.

According to Gate market data, the U.S. stock storage sector has seen an expanded increase, with Seagate Technology (STX.O) rising over 17%, SanDisk (SNDK.O) rising 20%, Western Digital (WDC.O) rising 16%, and SK Hynix (SKHY.O) and Micron Technology (MU.O) both rising 11%.

The Binance research report shows that in the first half of 2026, the on-chain market contracted overall rather than experiencing capital rotation. The total locked value in DeFi across the entire chain decreased by $43.4 billion, a decline of 38%; the total market capitalization of the six major mainstream Layer 1 public chains covered in the report decreased by $246.5 billion, a decline of 42%. The Ethereum spot ETF holdings dropped from over 6 million ETH to 5.2 million, while the holdings of digital asset reserve companies increased from 6 million to 7.7 million, indicating a change in marginal holding structure.The report also pointed out that after the increase in Ethereum's Gas limit, the average Gas price decreased by 75% compared to 2025, and the number of transactions grew by about 50%, but the annual on-chain revenue is still expected to decline by 53%. User activity on Layer 2 general networks significantly weakened, with user operations dropping by about 77% from January to June 2026. The Solana network's REV fell from $40 million in January to $14 million in June.On the other hand, BNB Chain performed outstandingly in the field of tokenized stocks and tokenized real-world assets, with the market share of on-chain tokenized RWA increasing from 9.8% to 13.5% in the first half of the year. The report also mentioned that prediction markets, DEX, lending, and tokenized RWA remain among the few major directions that maintain activity.

According to Jinshi reports, White House National Economic Council Director Hassett stated that he does not believe the market is in a bubble due to advancements in artificial intelligence.

According to The Information, TSMC (TSM.N) will develop AI chip packaging technology.In the past, packaging has been regarded as a relatively conventional process in semiconductor manufacturing, but with the surge in AI demand, chip design companies need to integrate more processors and high-bandwidth memory into increasingly large and complex packages. Advanced packaging has become one of the industry's most critical bottlenecks. Intel has developed a packaging technology called Embedded Multi-Die Interconnect Bridge (EMIB).This technology uses small silicon bridges to establish high-speed connections between processors and memory, enabling support for larger-scale multi-chip designs, thus creating more powerful AI chips and helping chip designers achieve supply chain diversification, which has attracted the attention of potential customers such as NVIDIA (NVDA.O).Insiders say that within TSMC, engineers refer to this advanced packaging project as "EMIB-like" and have discussed this solution with some customers.

According to Nadal News, the Japanese listed company Quantum Solutions announced the sale of 1,000 ETH for $1.9 million (approximately 311 million yen) from its subsidiary GPT Pals Studio Limited (GPT). The proceeds from this sale will be used for its artificial intelligence infrastructure (AIDC) business, which includes artificial intelligence data centers.Since the fall of 2025, Quantum Solutions has been actively increasing its ETH holdings. As of June 4, 2026, its ETH holdings have reached 6,668.8, making it the company with the largest ETH holdings among Japanese listed companies. The company began selling ETH in June. This is their second sale, with a total of 1,904 ETH sold, reducing their holdings by approximately 29% from the peak to 4,764.8 ETH.

According to Jinshi reports, the Iranian Revolutionary Guard attacked a U.S. base located in Kuwait on Thursday morning local time.

According to Jinshi reports, Microsoft plans to maintain a multimodal strategy, allowing customers to use models from OpenAI or Anthropic in a way that better meets their needs.

According to Jinshi News, Microsoft is considering offering some internally developed AI models with open weights.

According to Jinshi, the number of people continuing to claim unemployment benefits in the United States for the week ending July 18 was 1.782 million, lower than the market expectation of 1.798 million.The previous value was revised from 1.796 million to 1.789 million.

According to Jinshi, the number of initial jobless claims in the United States for the week ending July 25 was recorded at 197,000, the lowest since the week of April 25, 2026.