它不是一次单独升级，而是未来三到四年内分阶段落地的一系列协议改进，几乎涵盖协议每一个核心模块，从验证方式、密码学、最终性到状态存储，全部重构。

马斯克与Sam Altman之间的口水战再度升级，恰逢双方旗下AI公司同周发布旗舰新模型，竞争火药味十足。

Qatar’s Ministry of Transport issued a notice advising citizens to suspend all maritime activities effective immediately. According to Jin10, the notice said that, to ensure public safety, owners and users of all sea vessels, including recreational yachts, fishing boats, and jet skis, were advised to halt sailing and any other maritime activities from now until further notice. Qatar’s Ministry of Interior said on July 12 that three people were injured by shrapnel generated when the country intercepted incoming Iranian targets that day.

Volkswagen AG Chief Executive Officer Oliver Blume said there are “smarter solutions” to save money than shuttering factories, according to Bloomberg. Blume also praised progress already made in cutting costs, remarks that could help ease tensions with the automaker’s powerful union.

The Strait of Hormuz’s southern route remained open to shipping on Sunday despite Iran declaring the waterway closed, a maritime advisory group said, according to Bloomberg. The update came as tit-for-tat attacks between the US and Tehran escalated.

A source said Nvidia has decided to temporarily stop using TSMC’s COUPE technology solution. According to Odaily, Nvidia’s earlier “Plan A” was based on TSMC’s COUPE co-packaged optics platform, using 8-wavelength DWDM and about 50G to 64G NRZ modulation technology. The source said Nvidia’s latest “Plan B” shifts to Tower Semiconductor’s silicon photonics platform, using 16-wavelength DWDM and 200G/400G PAM4 modulation.

BlackRock’s BUIDL fund has surpassed $900 million in assets under management (AUM) on Avalanche, according to RWA xyz data. According to NS3.AI, the fund’s AUM rose by about $436 million over the past week, representing a 105% increase. The update indicates a sharp week-over-week expansion in BUIDL’s size on the Avalanche network.

According to Lianhe Zaobao citing Nikkei, Honda Motor has introduced a three-tier AI skills certification program for its Japan workforce and will pay monthly bonuses of up to JPY 150,000 (about SGD 1,189) based on performance. The program covers about 45,000 employees in Japan; as of July, 280 employees had received AI skills certification, and Honda plans to raise that figure to 1,000 in the coming years. Nikkei said the initiative aims to identify consultant-level staff who can propose AI applications across areas including R&D, manufacturing and back-office operations and help drive adoption among other employees. Honda posted a net loss of JPY 423.9 billion for the fiscal year ended March and is under pressure to improve efficiency in vehicle development and other operations. Other Japanese companies are also tying AI use to performance management: convenience store chain FamilyMart has decided to encourage all 4,500 employees to include AI-related plans when setting goals, with results reflected in performance evaluations, while ANA was among the first to add AI usage to employee evaluations starting in fiscal 2024. A Microsoft survey released in May ranked Japan 48th globally for generative AI adoption, with the United Arab Emirates ranked first, and a Nikkei survey in March found that among 143 large Japanese companies, fewer than 10% include AI usage in employee performance evaluation systems.

According to Lianhe Zaobao citing Reuters, Rostov Governor Yury Slyusar said a Ukrainian drone struck an oil tanker entering the Azov-Black Sea Canal on Sunday, July 12, sparking a fire on board but causing no casualties and no oil spill. Slyusar said the blaze was brought under control and that the tanker was empty, eliminating spill risk. The report said Ukraine has recently stepped up attacks on Russian logistics and energy infrastructure, and Ukraine’s military has said it has attacked more than 40 Russian oil tankers in the Sea of Azov to disrupt fuel supplies and further isolate Moscow-controlled Crimea. It added that intensified strikes on Crimea’s energy and transport facilities in recent weeks have led to fuel shortages, prompting authorities to declare a state of emergency there.

According to Lianhe Zaobao, International Energy Agency (IEA) Executive Director Fatih Birol said Europe has failed to accelerate its move away from imported fossil fuels since the 2022 energy crisis, calling it a major mistake. In an interview with the Financial Times, Birol said the EU’s electrification rate—electricity’s share of total energy consumption—is only about 23%, which he said is weighing on the bloc’s competitiveness and economic “sovereignty,” and is similar to levels in major oil-producing countries such as the U.S.; he said Europe should follow countries such as China, Japan and South Korea, where electrification exceeds 30%. EU Energy Commissioner Dan Jorgensen said the bloc expanded renewable deployment, improved energy efficiency and cut natural gas consumption by 20% after Russia sharply reduced pipeline gas supplies in 2022, but heating, transport and industry still rely on fossil fuels. He said continued dependence on imports leaves Europe exposed to global oil and gas supply disruptions triggered by Middle East conflicts. The EU plans to set a long-term 2040 electrification target and has previously pledged to raise electrification to 32% by 2030. The European Commission is set to publish a new plan next week calling on member states to cut electricity taxes and support households adopting heat pumps, electric vehicles and other green technologies. A draft cited in the report said the EU plans incentives to push electrification, including requiring electricity tax rates to be lower than those on fossil fuels, and aiming by 2030 for household electricity costs to be no more than 2.5 times natural gas prices and industrial power prices to be no more than twice gas prices. The report said the measures could be costly for member states that rely heavily on electricity tax revenue, and noted that Greece, Italy, Hungary and Ireland have relatively high power prices versus gas.

According to Lianhe Zaobao citing Bloomberg, global crude prices have recently pulled back, but gasoline, diesel and jet fuel prices have rebounded, a rare divergence that is lifting peak-season travel costs and could complicate US President Donald Trump’s pledge to curb inflation ahead of midterm elections. More than four months after the Iran war began, global oil benchmarks have largely erased the early-war premium, but the spread between some refined products and crude in the US and elsewhere remains at record highs. Analysts warned that Russia’s export ban triggered by the Russia-Ukraine war, along with renewed Middle East tensions tightening supply, could bring further shocks. Jamie Torrance, Trafigura’s head of diesel and jet fuel trading, said refinery run rates are already very high but inventories are still falling. ICE Futures Europe data showed that before the US launched a new round of attacks on Iran this week, hedge funds had positioned for continued price gains, with bullish bets on European diesel at the highest since late March. Russia, the world’s second-largest diesel exporter after the US, accounts for 11% of global diesel exports, but has banned diesel exports after repeated Ukrainian attacks on its refineries in recent months led to domestic shortages. Traders said countries such as Brazil and Turkey that have long relied on Russian supply are now bidding for non-Russian barrels, while fighting around the Strait of Hormuz has escalated again. The tightening comes as Northern Hemisphere summer holiday demand peaks. AAA data showed US regular unleaded gasoline averaged USD 3.88 a gallon as of July 10, the third-highest on record for that date, while diesel prices were the second-highest on record for the same period. White House spokesperson Rogers said Trump and his energy team had anticipated short-term volatility and were implementing an aggressive plan to mitigate the impact, adding that oil prices have fallen sharply and pump prices should follow. In Europe, a recent heat wave has pushed refineries to run at full capacity, but limits on cooling and condensation systems have forced output cuts of up to 15%. In Asia, China, a key regional fuel supplier, approved larger-scale fuel exports this week for the first time since March. Torrance said higher Chinese refined-product exports could ease some pressure, but only if sustained; otherwise diesel and gasoline prices could rise broadly until demand falls.

人工智能,印度,OpenAI,人口第一大国被AI做空了 金色财经,第一个被AI做空的国家，出现了。

Multicoin Capital 管理合伙人 Tushar Jain 近日在《When Shift Happens》播客节目中，分享了对当前加密市场的看法。

全球金融市场看似平静却暗流汹涌：美联储新主席沃什减少前瞻指引放大政策不确定性，日元跌破162关口再触套利爆仓危机。

七个月前，酱油在「十字路口」播客《揭秘千人「AI漫剧」工厂：野蛮生长和内容理想 | 对话酱油 》，聊起自己的 AI 漫剧工厂时，还是意气风发。

Robinhood,DeFi,项目,Robinhood Chain 火了：真正吃到红利的为什么是这几个 DeFi 项目？ 金色财经,四大受益标的各吃不同红利。

金色财经推出加密货币和区块链行业早报《金色早8点》3117期，为您提供最新、最快的数字货币和区块链行业新闻。

高盛最新测算显示，AI驱动的内存价格暴涨、软件提价、电费攀升三重冲击已推高美国核心PCE逾0.2个百分点，预计至年底该贡献将升至0.5个百分点。

美国ETF行业正经历史无前例的扩张，2026年资产规模逼近16万亿美元，年内净流入破万亿。