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Recently, the gold and silver markets have continued to show strong performance, with trading activity in the metals sector steadily increasing. According to market data from the Gate platform, gold (XAU) is currently priced at $4087.68, with a 24-hour increase of 1.51%; silver (XAG) is currently priced at $58.52, with a 24-hour increase of 1.77%. According to CoinGlass data, the open interest for Gate XAU contracts has reached $192 million, and the open interest for Gate XAG contracts has reached $72.509 million, both ranking in the top two in the industry.Gate has pioneered the trading sector for perpetual contracts and CFD contracts for metals, covering mainstream trading targets such as gold, silver, and platinum, and supports 24/7 trading with USDT settlement. Relying on Gate's innovative unified account system, users can configure diverse assets such as stocks, metals, foreign exchange, indices, and commodities without the need for cross-platform operations, helping users achieve a more flexible and efficient one-stop global asset strategy layout in volatile markets.

According to Jinshi reports, Meta Platforms CFO stated that the overall computing power in the industry will remain tight in the foreseeable future.

According to the Korea Herald, the South Korean government and industry have established the AI Data Center (AIDC) alliance, planning to cultivate AI data centers into the next generation of export industries through public-private cooperation.

According to Cointelegraph, the on-chain security platform Blockaid released its security report for the first half of 2026 on Tuesday, stating that the amount stolen in the crypto industry exceeded $1 billion in the first half of the year. A total of 212 security incidents were recorded during this period, marking the highest number of hacking incidents in half a year. The number of verified high-risk vulnerabilities reached 3.4 times that of the entire year of 2025, with the largest single attack coming from KelpDAO, resulting in a loss of $292 million.The report shows that Ethereum and Solana were the two networks with the heaviest losses, with stolen amounts of approximately $332 million and $326 million, respectively. Ethereum incidents were primarily due to code vulnerabilities, with attackers mainly targeting vulnerabilities in high-value applications, involving key leakage incidents such as Humanity Protocol and StablR. Solana's losses significantly increased by about $127 million compared to 2025, but the increase did not stem from smart contract vulnerabilities; over 98% of the losses were due to key leakage, mainly involving Drift Protocol and Step Finance, which Blockaid associates with North Korean hacker organizations.

According to reports from China News Service, multiple South Korean media outlets believe that the recent sharp decline in the stock market is interpreted as a shock from the listing of China's largest semiconductor company, Changxin Technology. The market is worried that Changxin Technology will use the funds raised from its stock market listing to catch up with semiconductor companies like Samsung Electronics and SK Hynix, and this concern has spread, leading to a setback in investor sentiment.According to a previous report by CNBC, Z-Ben Advisors analyst Peter Alexander believes that, referencing the development paths of the steel and new energy vehicle industries, Changxin Technology will quickly seize market share in the low-end memory chip market and ultimately shake the monopoly positions of Samsung Electronics, SK Hynix, and Micron Technology in the global memory industry.

KB Financial Group announced the establishment of the "KB National Growth Unicorn Scale-up Fund," with a scale of 150 billion Korean won (approximately 108 million USD), fully funded by the group's subsidiaries' own capital, and managed by the KB Securities PE Growth Investment Division. The fund will focus on investing in companies in fields such as AI, semiconductors, secondary batteries, aerospace, mobile transportation, robotics, and biotechnology, aiming to cultivate unicorn companies in cutting-edge strategic industries.This decision was finalized at the "4th Productive Financial Consultation Meeting" held on July 24. KB Financial also formulated a financial support plan in line with the government's "three major super projects," covering support for semiconductors, power infrastructure investment, and physical AI companies and AI data centers. KB Financial plans to focus on discovering local innovative small and medium-sized enterprises through the CIB center and promote a shift in corporate evaluation culture from traditional financial statements and historical performance orientation to a evaluation system based on technological strength and future growth potential.

According to South Korean media Asiae, six leading Silicon Valley venture capital firms, including Sequoia Capital, a16z, Khosla Ventures, Lightspeed Venture Partners, General Catalyst, and NEA, announced the signing of a strategic investment cooperation memorandum (MOU) with the National Pension Service (NPS) of Korea, planning to jointly explore investment opportunities, share investment information, and strengthen global venture capital布局.Furthermore, the South Korean government is accelerating the promotion of policies to attract overseas venture capital, coupled with the launch of the "National Growth Fund," which has a scale of 200 trillion won. The market expects that the Korean venture capital sector will see a simultaneous inflow of policy funds, private capital, and overseas capital, with strategic industries such as AI and semiconductors likely to receive more investment. However, industry insiders warn that if a large amount of capital concentrates on a few popular companies, it may inflate company valuations and create bubbles, potentially facing valuation adjustment pressure during future IPOs and mergers and acquisitions, affecting fund returns.

Recently, the gold and silver markets have continued their upward trend, with high trading activity in the metals sector. According to market data from the Gate platform, gold (XAU) reached a 24-hour high of $4116.37, currently reported at $4096.54, with a 24-hour increase of 0.89%; silver (XAG) reached a 24-hour high of $60.16, currently reported at $59.51, with a 24-hour increase of 1.74%. According to CoinGlass data, the open interest for Gate XAU contracts reached $219 million, and the open interest for Gate XAG contracts reached $58.7915 million, both ranking among the top two in the industry.

The EU's Markets in Crypto-Assets Regulation (MiCA) competition phase is coming to an end, but the real challenges for businesses are just beginning. The high costs of maintaining a compliant operational system may change the landscape of the European crypto industry. In the future, the focus of industry competition may shift from "who can obtain a license" to "who has the capacity to bear regulatory costs," driving companies to achieve scalable development through mergers, joint ventures, or partnerships with banks.As MiCA gradually takes effect and the UK's crypto regulatory framework is about to take shape, the European crypto industry is entering a new phase of consolidation. Industry insiders believe that high regulatory standards may spur a new wave of mergers and acquisitions, and cooperation between crypto-native companies and traditional financial institutions will deepen further. This trend in the UK market may be even more pronounced. The UK's Financial Conduct Authority (FCA) is developing a new regulatory framework for crypto assets, which is expected to incorporate crypto businesses into the existing financial services regulatory system, subjecting them to capital, operational, and customer asset protection requirements similar to those faced by traditional investment institutions.Steven Lightstone, a partner at Morgan Lewis's London office and co-head of the global fintech team, stated that the FCA aims to promote market competition and support new entrants, but its regulatory standards will be very strict when it comes to consumer protection. Unlike the EU's independently operating MiCA framework, the UK approach will directly utilize the existing financial regulatory system to manage crypto businesses. Meanwhile, the increase in regulatory certainty is driving European banks to accelerate their entry into the digital asset space. Sygnum Europe CEO Simon Schneider noted that currently, less than 20% of banks in Europe offer crypto-related services, indicating a significant market gap. The greatest value of MiCA is not just in creating a new licensing system, but in providing legal certainty for financial institutions to enter the digital asset market.He pointed to Switzerland as an example, where after the introduction of regulations on distributed ledger technology, most large Swiss banks began offering digital asset services, a path that may be replicated in other parts of Europe in the future. In the future, banks may not necessarily replace crypto-native companies but are more likely to rely on specialized infrastructure service providers to collaborate in areas such as custody, brokerage, staking, and asset tokenization. As companies that fail to obtain MiCA licenses gradually exit the European market, assets may further concentrate among regulated entities. However, Schneider believes that self-custody models and institutional custody models will continue to coexist in the long term. Industry insiders believe that the European crypto industry is entering a "regulation-driven consolidation cycle." For crypto startups that previously relied on rapid innovation and asset-light models, the core competitiveness in the future may no longer be just technological speed, but compliance capability, capital scale, and the ability to integrate financial infrastructure.

NVIDIA CEO Jensen Huang stated in a Bloomberg podcast interview that South Korea is in a "golden era," and its semiconductor and industrial capabilities can help build AI infrastructure globally. NVIDIA has reached multiple collaborations with SK Group, and the scale of their future business exchanges in areas such as storage procurement, AI supercomputers, and data center construction will exceed $500 billion. NVIDIA will purchase a large number of storage chips from SK Hynix for several consecutive years and will work together to advance the technology roadmap from HBM2, HBM3, HBM3E, HBM4, HBM4E to subsequent products.Meanwhile, SK Telecom plans to expand its AI cloud infrastructure to a maximum of 2 gigawatts soon, and NVIDIA will sell supercomputers to it. The cooperation between the two parties includes both NVIDIA's procurement of storage and SK Group's procurement of AI infrastructure.Jensen Huang believes that as AI entities and robots begin to use computers on a large scale, chip demand will no longer be driven solely by human users. In the next approximately 10 years, the global semiconductor industry scale may need to expand to 10 times its current size. Currently, resources such as HBM storage, land, electricity, and data center construction are all under tight conditions; the industry may be capable of doubling its capacity each year, but faster expansion will be very difficult. The entire industry may be able to double its supply scale each year, but land, electricity, and factory space cannot expand as quickly as consumer electronics, so the construction of AI infrastructure may continue to progress at a limited pace over the next 10 years.Regarding the AI competition between China and the United States, Jensen Huang stated that both countries have excellent AI researchers. Although resources, conditions, and restrictions differ, both will continue to drive advancements in AI technology. The number of AI researchers trained in China each year may exceed the total in other regions of the world, and the United States still needs to continue learning, collaborating, and maintaining competition.

Recently, the silver market has experienced increased volatility, with prices undergoing a pullback adjustment. According to market data from the Gate platform, silver (XAG) reached a high of $60 in the past 24 hours and is currently reported at $57.37, with a 24-hour decline of 4.29%. According to CoinGlass data, the open interest for Gate XAG contracts has reached $60.6241 million, firmly ranking among the top two in the industry.

According to South Korean media outlet Chosun Ilbo, Morgan Stanley was not selected as the sole lead underwriter for SK Hynix's American Depositary Receipts (ADR) listing. The transaction size is approximately $26.5 billion (about 40 trillion Korean won), making it the largest IPO for foreign capital in the U.S. The commission, calculated at a 0.5% underwriting fee rate, is about $130 million. The final underwriting syndicate consists of Bank of America, Citigroup, Goldman Sachs, and JPMorgan Chase. Industry insiders generally believe that Morgan Stanley's exclusion is related to its repeated issuance of bearish reports on South Korean semiconductors.The report's author is Korean-American Managing Director Shawn Kim, who has repeatedly downgraded the stock ratings of memory stocks such as Samsung Electronics, SK Hynix, and Micron in research reports published in 2017, 2021, 2024, and on June 6 of this year, with the 2021 report titled "Memory, Winter is Coming." Additionally, Morgan Stanley has recently faced setbacks in South Korea: as a co-underwriter for the SpaceX IPO, Korea's Mirae Asset applied for $1.14 billion in subscriptions but received zero allocation; the sale of IGIS Asset Management, promoted in conjunction with Goldman Sachs, also ended in failure. Morgan Stanley's largest shareholder is Japan's Mitsubishi UFJ Financial Group (MUFG), which holds approximately 24% of the shares.

Recently, market risk appetite has cooled, and high-valuation technology chip sectors are under significant pressure; in contrast, supported by expectations in infrastructure, manufacturing, and cyclical demand, industrial machinery-related assets have shown relative resilience. According to Gate platform data, ARM/USDT (Arm) is currently priced at $284.29, down 1.13% in the last 24 hours; CATG/USDT (Caterpillar) is currently priced at $892.11, up 0.16% in the last 24 hours; GEG/USDT (General Electric) is currently priced at $341.55, down 0.61% in the last 24 hours. In terms of performance, Caterpillar-related trading pairs have slightly strengthened, while Arm and General Electric-related trading pairs have fluctuated downwards, overall still showing a divergent pattern.