News linked to this event type.
Regarding the exposure that Claude Code contains detection code targeted at Chinese users, Claude Code team member Thariq Shihipar responded that the relevant feature is an experiment launched in March this year, primarily used to identify unauthorized distribution activities and prevent model distillation. According to the explanation, the relevant code detects time zones, proxies, and potential AI laboratory information.
According to TechFlow Research, Goldman Sachs' June 30 AI Project Pulse Monthly Report shows that 7 major transactions tracked in June totaled nearly $7 billion. Argentum AI signed a $4.1 billion contract to deploy 27,000 GB300 GPUs for a leading AI company, supported by a 300MW Poland data center, going online in phases in 2026; India's Yotta Sovereign Cloud procured $2 billion worth of 20,736 B300s and 5,120 B200s, subsequently expanding to six Southeast Asian countries. Crypto mining farm AiOnX acquired 77% equity of Genesis Digital Assets for $500 million, converting 1.3GW of power from 15 mining farms to AI computing power. CoreWeave and Dell built the world's first fully validated Vera Rubin NVL72 rack, with 72 Rubin GPUs plus 36 Vera CPUs; NVDA confirmed mass production in the second half of 2026. SMCI raised $7 billion to address approximately $39 billion in backlog orders, covering more than 20 clients, with funds used to lock in upstream components in advance. Goldman Sachs simultaneously raised its global server market size forecast.
: Lorenzo Valente, ARK Invest's Director of Digital Asset Research, has questioned the stablecoin consortium project OpenUSD, expressing high skepticism about whether such consortium-style stablecoin initiatives can achieve scale. He believes that similar alliances have emerged multiple times before, including Diem and Global Dollar, but ultimately failed to form dominant network effects. Currently, the stablecoin market remains dominated by Tether and Circle, whose core advantages lie in strong network effects and instant liquidity. OpenUSD, however, may face a "cold start" problem, as its joint governance structure will severely slow down decision-making efficiency, making it prone to coordination failures under decentralized governance—resembling the governance dilemmas of DAO experiments: high collaboration costs, slow execution, and difficulty deploying capital efficiently.Furthermore, OpenUSD's economic model appears unsustainable for long-term operations. If it relies on a low-fee split mechanism, it will be unable to cover the costs of infrastructure, incentives, and market expansion.Lorenzo Valente concluded that OpenUSD resembles more of a "collection of letters of intent" than a unified product system with strong execution capabilities. He argued that in the long run, the more likely winners are single operators capable of rapid iteration and independent decision-making, rather than joint governance structures requiring multi-party consensus.
According to official sources, MGBX will list METAB (Meta), LITEB (Lumentum), and MSFTB (Microsoft) for spot trading on July 1, 2026 at 18:00 (SGT). Deposit opening time is July 1, 2026 at 16:00 (SGT). Trading opening time is July 1, 2026 at 18:00 (SGT). Withdrawal opening time is July 2, 2026 at 19:00 (SGT).
According to TechFlow Research, Bernstein released the Global Semiconductor Equipment Monthly Tracker on July 1, maintaining the forecast for global WFE growth of 21.4% in 2026 and 18.2% in 2027, with DRAM and NAND capital expenditure as the core drivers. In terms of coverage ratings, Applied Materials (US) ($525), Lam Research ($340), KLA ($197.5), Naura Technology (China) (680 yuan), AMEC (500 yuan), and Piotech (580 yuan) all received an Outperform rating. Japan SEAJ May equipment shipment value was 420 billion yen, up 11% year-on-year, with a three-month moving average increase of 18%, indicating a clear trend.
According to SolanaFloor's monitoring, Solana's daily token issuance has reached an 80-day high, and the number of graduated tokens has also increased, coinciding with the launch of the ANSEM meme coin.
Gate, a leading global crypto trading platform, has officially launched stock transfer-in and transfer-out functions, supporting cross-broker transfers for US and Hong Kong stock assets. Users can transfer their holdings from external brokers into Gate, or transfer their Gate stock account assets to other brokers. Gate does not charge any fees for transfers in or out. This service uses the FOP transfer method, with US stocks processed through the DTC system and Hong Kong stocks processed through the CCASS system. Users can experience this by updating the Gate App to version v8.26.0 or higher. Currently, this feature is being rolled out gradually, and users can follow subsequent version update information.To celebrate the launch of the stock transfer function, Gate is simultaneously running a "Stock Transfer Bonus" event. Users who register between July 1, 2026, and July 7, 2026, and submit a transfer-in application during the event period to successfully transfer US or Hong Kong stocks held by external brokers into their Gate stock account, with the total market value of the transferred assets reaching 3,000 USDT equivalent or more, will be eligible for a cash subsidy based on the valid transfer fee voucher from the original broker and a VIP upgrade benefit. The maximum subsidy for US stocks is 15,000 USDT, for Hong Kong stocks it is 6,000 USDT, and the VIP level can be upgraded up to VIP 9.Gate Stock has formed a 7×24-hour trading service system covering the three core markets of US stocks, Hong Kong stocks, and South Korean stocks, supporting over 10,000 US stocks and ETFs, more than 1,500 Hong Kong stocks, and over 1,000 South Korean stocks, collectively covering more than 12,500 global stocks and ETF assets. Users can use USDT from their unified Gate account to participate in global stock investments in one go, supporting fractional share trading starting from a minimum of 0.01 shares. Furthermore, Gate Stock has achieved comprehensive coverage on both the App and Web platforms, helping users achieve one-stop allocation and management of digital assets and global securities assets.
BitcoinTreasuries.NET posted on X platform, stating that Strategy's Stretch STRC has seen an 11.5-fold increase in average daily trading volume since its launch last year. CEO Phong Le stated that as STRC approaches its one-year anniversary since listing, its market continues to deepen and mature.
on July 1st that Binance’s official X account announced the asset management scale for stock-related products on its platform has exceeded $1 billion.On June 1, 2026, Binance launched US stock and ETF trading services for eligible non-US users, offering over 7,000 US-listed stocks and ETFs with zero-commission trading and a minimum purchase of $5.
Bitget 上线合约 VIP「千万俱乐部」第 7 期活动，活动快照规则为“自然月累计达标 + 月末状态确认”。平台将基于 7 月 31 日的账户数据，根据用户自 7 月 1 日至 7 月 31 日期间的合约交易量或新增资产量，赠送不同档位的六福珠宝足金礼盒。奖励涵盖：虎眼石貔貅手串 1.2 克、马到功成金钞 3 克、无事牌 6 克、八宝罗盘 20 克等好礼。 此前，Bitget 宣布升级其合约 VIP 服务体系，并推出 "千万俱乐部 "计划，符合条件的用户可按月获得平台定制的高端实物礼盒。先前已向用户赠出茅台、爱马仕、苹果礼盒及智能家居等礼品。具体权益以当月公布为准，更多详情请查看 Bitget 官方平台。
去中心化稳定币 USDD 宣布与 Gate DEX 联合推出的新一期双链奖励金活动已于 6 月 30 日正式上线。该活动于 6月 30日 18:00至 7月 30日 18:00（新加坡时间）期间举行，覆盖以太坊和 BNB Chain 两条公链。其中，以太坊链上活动提供基础 4%年化收益和 20,000 USDD 奖池；BNB Chain 链上活动提供基础 4%年化收益和 30,000 USDD 奖池，并能叠加 Gate DEX 多业务线“开门红”礼金及 USDD 质押量挑战赛奖励。 用户可通过 Gate DEX Earn-Stablecoins-Bonus 板块，将 USDT 转换为 USDD 并质押为 sUSDD 参与，已有用户收益将自动无缝衔接。官方提示，新用户参与活动前请确保钱包内有足够的 ETH或 BNB 作为 Gas 费。
According to the daily chart analysis released by BIT Official (@BITofficial_EN), July has historically been a month of relatively strong performance for Bitcoin, but the market typically enters a consolidation phase of about two months thereafter. Unlike last year, which was boosted by sentiment surrounding the "GENIUS Act", this summer lacks similar catalysts. Coupled with low trading volume and persistent downside risks, upside potential may be limited. BIT recommends clients consider selling call options to generate additional yield. Additionally, BIT research reports indicate that the low point of this Bitcoin cycle may not have been reached before September, and the current strategic focus should shift from directional bets to yield generation.
the dYdX official X account has been posting countdown teasers, and it has now entered the final day. Since June 25, dYdX has been releasing a series of countdown posts for "5 days," "4 days," "3 days," "2 days," and "1 day." Previously, dYdX stated, "Permissionless access to the world's most powerful markets" and announced the official start of the countdown, with related news expected to be revealed tomorrow.
PPP Prediction Market Tool monitoring shows that the probability of "Claude Fable 5 being restored for US customers before July 1" on Polymarket has risen to 97%, up 71% in 24 hours.Due to export controls imposed by the US government on national security grounds, Anthropic urgently suspended global access to Claude Fable 5 just days after its release on June 9.The latest update indicates that Anthropic has received notification that the US Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5. Access rights will begin to be restored.Odaily Seer Channel continues to focus on prediction markets, seeing changes before pricing.
"The White-Haired Stock Guru" Serenity posted on X platform, stating that Sivers Semiconductors (SIVE) has completed a new round of capital increase financing worth 700 million Swedish kronor. The round was "multiple times oversubscribed" and was slightly upsized from the original target. Funds from this round will primarily be used to expand production capacity for InP (Indium Phosphide) lasers and optical amplifiers, driving the company's capacity ramp-up under a fab-light model.Serenity's analysis indicates that this financing suggests SIVE may have reached a critical inflection point for scaled development. The issue price was 57 SEK per share, while the current stock price is approximately 63 SEK, close to the market price, which could help form price support. With the entry of institutional funds, this not only reduces SIVE's balance sheet risk but also provides financial support for its transition to the High-Volume Manufacturing (HVM) stage.
According to TechFlow Research, Nomura Securities confirms the AI cycle peak is extended to 2028. Global data center construction is just beginning to scale up, with the number of projects increasing from 240 to 280, and gigawatt-level projects increasing from 40 to 50. The deployment peak will only begin to decline after 2027, pushing back the entire cycle. Server market growth rates were significantly upwardly revised, with global figures rising from 43% to 74%/65% (2026/2027), and AI servers from 58% to 78%/76% (2026/2027), indicating capacity demand far exceeds prior expectations. However, there are real bottlenecks on the capacity side: Wafer-level Substrate (WoS) has become a constraint. TSMC's capacity target is 2,000kpcs, while Nomura estimates actual output is only 1,800kpcs. Additionally, CPU demand is systematically underestimated; AMD, Arm, and NVIDIA are all expanding the CPU market scale, which will further extend the cycle.
According to the official announcement, Bitget now supports the US stock rToken spot recurring investment feature, allowing users to regularly allocate stock-like assets via the spot recurring investment bot. This feature supports 24/7 all-weather trading; regardless of whether it is a US stock trading day or non-trading day, recurring investments can be executed through internal and external matching mechanisms. After upgrading the App to the latest version, users can enter "Trading Bots", select "Spot Recurring Investment", set parameters such as investment amount and cycle, and then create a recurring investment plan.
According to The Block, Trump's annual financial disclosure report (totaling 927 pages) released by the U.S. Office of Government Ethics shows that Trump received significant crypto-related income through his family crypto company World Liberty Financial (WLF), including over $65.6 million from the sale of WLF Holdco equity and approximately $236.25 million from WLF token sale allocations. Additionally, the report disclosed his cold wallets holding various crypto assets such as Bitcoin, Ethereum, USDC, LINK, AAVE, ENA, MOVE, and ONDO, and that he received approximately $1.8 million in Ethereum staking rewards. Trump also holds up to $100,000 in Coinbase stock and multiple investments in Strategy (formerly MicroStrategy). In contrast, Vice President JD Vance's annual financial report is only 17 pages, disclosing that he holds Bitcoin valued at up to $500,000.
after Open Standard announced the launch of its new stablecoin, Open USD (OUSD), Circle's stock price fell over 16% on Tuesday. The stablecoin is backed by over 140 companies, including Visa, Stripe, Mastercard, BlackRock, and Coinbase, raising market concerns that it could pose competitive pressure on Circle's USDC.However, William Blair analysts believe the sell-off was an overreaction and reiterated an "Outperform" rating on Circle's stock, suggesting the decline may present a buying opportunity. The firm believes that Circle holds a competitive advantage in the stablecoin space due to its first-mover status, deep liquidity, and mature payment infrastructure, positioning it well even against high-profile competitors like OUSD.Circle CEO Jeremy Allaire stated that the company welcomes competition and will continue to expand the USDC ecosystem. Analysts also noted that the overall stablecoin market is still rapidly expanding, and new entrants may not necessarily only eat into USDC's market share but could also drive broader industry adoption.
Odaily Odaily报道，日本政府宣布将提供最高1万亿日元（约合62亿美元）资金，支持包括SoftBank Group旗下企业在内的9家公司联合开发本土人工智能基础模型，以加速追赶美国与中国在AI领域的领先优势。The plan aims to help Japan establish an independent and controllable AI technology system, strengthen "technological sovereignty," and reduce reliance on overseas large models and computing ecosystems. The project will focus on basic large model research and development, with participants including SoftBank and several other technology companies, and will primarily cover core areas such as computing infrastructure, model training, and industrial applications.The Japanese government stated that this move reflects the accelerating global AI race, where countries are speeding up the construction of local AI ecosystems through national funding and industry alliances to enhance strategic competitiveness. (Nikkei)