Bitcoin’s BIP 110 proposal is nearing a hard deadline in early August, but miner signaling support is at zero in the current period and has never topped about 1%. According to CoinDesk, the “Reduced Data Temporary Soft Fork” would temporarily restrict arbitrary data on Bitcoin for one year, including capping OP_RETURN and blocking most data chunks above 256 bytes. Strategy founder Michael Saylor and Blockstream co-founder Adam Back opposed the plan, warning it could turn a spam dispute into a risky consensus fight. The voluntary lock-in deadline is block 961,542, expected in early August.

SK Hynix CEO Kwak Noh-jung said on the evening of July 10 (U.S. Eastern time) that 2027 is expected to be the tightest-supply year in the memory industrys history, citing rising demand and capacity constraints. He said customers are seeking long-term supply agreements with SK Hynix, and that even after 2030 customer demand could still exceed the companys supply capacity despite efforts to expand production, according to 36Kr. Separately, a China-based industrial investment source familiar with South Korean memory makers said executives at major overseas memory companies are also watching capacity expansion progress at Chinese memory makers, and that ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Co. (YMTC) could become a key long-term variable for the memory market.

SK Hynix raised about $26.5 billion on July 10 through an American depositary receipt (ADR) offering in the United States, according to 36Kr. After the public offering process is fully completed, the proceeds are scheduled to be paid to SK Hynix on July 14. The company plans to use the funds to build the phase-one wafer fab at the Yongin semiconductor cluster, develop the Cheongju P&T7 advanced packaging plant, and purchase production equipment including extreme ultraviolet (EUV) lithography tools. The fundraising is expected to lead to large-scale conversion of U.S. dollars into South Korean won, which market participants said could increase dollar supply in South Korea's foreign-exchange market and potentially ease the won's prolonged weakness.

An Iranian Foreign Ministry spokesperson said a Qatari delegation attended some parts of the discussions. According to Jin10, the spokesperson did not provide further details on which discussions the delegation attended.

Iran said it held talks with Oman on Saturday that focused on arrangements for managing traffic and shipping in the Strait of Hormuz. According to Jin10, an Iranian Foreign Ministry spokesperson said the discussions mainly covered traffic and shipping management arrangements for the Strait of Hormuz.

According to Lianhe Zaobao citing AFP, Bhutan has begun offering cash incentives to families to encourage larger households as the country faces a sharp decline in births and continued emigration by young people. The government’s “third child and beyond” program, introduced in June, provides a monthly subsidy of USD 105 for each third and subsequent child until the child turns three. Bhutan’s annual birthrate has fallen by more than a quarter over the past decade, and a report said the share of third-and-higher-order births has dropped 27% since 2020. Prime Minister Tshering Tobgay has warned of a “survival crisis,” saying Bhutan’s fertility rate has fallen close to or below replacement level. The United Nations estimates Bhutan’s fertility rate is about 1.8 births per woman, while the share of people aged 65 and above is projected to rise from about 6% to 17% by 2050.

Japan plans to increase the share of unlisted equities, real estate, and other alternative investments in the portfolio of the Government Pension Investment Fund (GPIF), the world’s largest pension fund. According to Jin10, Nikkei reported that Japan aims to lift the weight of these assets within GPIF’s holdings. Japan’s Finance Minister Katsunobu Kato, who has been seeking to support the weak yen, said on Friday that the government intends to guide the $1.8 trillion GPIF and other national pension funds to “significantly” increase investment in domestic assets. The remarks triggered a jump in the yen and Japanese government bond prices. Alternative investments, defined as assets other than traditional listed stocks and bonds, accounted for 1.7% of GPIF assets in March, well below the permitted ceiling of 5%. A government panel is expected to soon compile a report setting out plans to raise the allocation to close to 5%, with the stated aim of broadening the scope of pension asset management and reducing overall investment risk.

The Ethereum Foundation has dissolved its Protocol Support team, and eight executives have left the organization so far this year. According to PANews, some of the team’s functions are being redistributed to new institutions. PANews also reported that testing of AI agents identified vulnerabilities. The report said the Ethereum ecosystem is facing a potential split and structural changes following these developments.

Phantom Wallet said its mobile app has returned to normal operations after some users reported issues with transfers and swaps. According to Foresight News, the wallet posted on X that users who still encounter problems can close and restart the app. Earlier, Phantom Wallet said at about 9:30 AM (UTC+8) that some users were experiencing degraded performance when using transfer and swap functions. The team said it was investigating and would provide updates.

وقد شارك توشار جاين، الشريك الإداري لشركة Multicoin Capital، مؤخرًا آراءه حول سوق العملات المشفرة الحالي في البودكاست "When Shift Happens".

تبدو الأسواق المالية العالمية هادئة ظاهرياً، لكن التيارات الخفية مضطربة: فقد خفض رئيس مجلس الاحتياطي الفيدرالي وارش التوجيهات المستقبلية، مما زاد من حالة عدم اليقين بشأن السياسة، وانخفض الين إلى ما دون مستوى 162، مما أدى إلى أزمة أخرى في نداءات هامش تجارة الفائدة.

قبل سبعة أشهر، عندما تحدث جيانغيو عن مصنعه للقصص المصورة بالذكاء الاصطناعي في بودكاست "Crossroads"، بعنوان "الكشف عن مصنع القصص المصورة بالذكاء الاصطناعي الذي يضم ألف شخص: النمو الجامح ومُثُل المحتوى | محادثة مع جيانغيو"، كان لا يزال مليئًا بالحيوية.

روبن هود، التمويل اللامركزي، مشروع، سلسلة روبن هود: لماذا تُعدّ مشاريع التمويل اللامركزي هذه المستفيد الحقيقي؟ جينسي فاينانس، أربعة مستفيدين، كلٌّ منهم يجني فوائد مختلفة.

أطلقت جينسي فاينانس تقريرها الإخباري اليومي حول صناعة العملات المشفرة وتقنية البلوك تشين، "جينسي مورنينج 8"، العدد 3117، لتزويدكم بأحدث وأسرع الأخبار حول صناعة العملات الرقمية وتقنية البلوك تشين.

تُظهر أحدث حسابات غولدمان ساكس أن التأثير الثلاثي للارتفاعات المدفوعة بالذكاء الاصطناعي في أسعار الذاكرة، وارتفاع أسعار البرامج، وارتفاع تكاليف الكهرباء قد رفع مؤشر الإنفاق الاستهلاكي الشخصي الأساسي في الولايات المتحدة بأكثر من 0.2 نقطة مئوية، ومن المتوقع أن ترتفع هذه المساهمة إلى 0.5 نقطة مئوية بحلول نهاية العام.

يشهد قطاع صناديق الاستثمار المتداولة في الولايات المتحدة توسعاً غير مسبوق، حيث تقترب الأصول من 16 تريليون دولار بحلول عام 2026 وتتجاوز التدفقات الصافية تريليون دولار هذا العام.

تتجه شركة تعدين البيتكوين Kango بعيدًا عن مراكز البيانات الضخمة للذكاء الاصطناعي وتتجه نحو سوق الاستدلال الموزع ذي الذيل الطويل.

الذكاء الاصطناعي، الولايات المتحدة، الاستثمار، المعضلة نفسها التي تواجه كلاً من الصين والولايات المتحدة: هل يمكن لقطاعي السيليكون والكربون الانتقال من التمايز إلى التعاون المربح للطرفين؟ التمويل الذهبي: يُقابل جنون تمويل الذكاء الاصطناعي من قبل عمالقة التكنولوجيا بلامبالاة من سوق السندات.

بمجرد أن يتلاشى الازدهار الورقي الذي تغذيه الحوافز وصناديق المراجحة، فإن القيمة السوقية الحالية لشركة MEGA لا تزال تفتقر إلى أساس قيمة متين لدعم أساسياتها الحقيقية على سلسلة الكتل.