加密行业中，最需要透明的人，不知道自己需要透明；最理解透明价值的人，却没有动力让市场变得更透明。

Aerospace Electronics said it expects its net profit attributable to the parent company in the first half of 2026 to be 36 million yuan to 43 million yuan, down 75.24% to 79.27% year on year. According to Jin10, the company said net profit attributable to the parent company was 174 million yuan in the same period a year earlier. The company attributed the decline to product delivery progress falling short of expectations and lower pricing for some products. It said revenue scale fell year on year during the reporting period, reducing gross profit and leading to a year-on-year drop in profit.

Solana recorded $4.15 billion in decentralized exchange (DEX) trading volume over the past 24 hours, ranking first. According to Odaily, BNB Chain ranked second, followed by Robinhood Chain.

在美股风雨飘摇，加密资产重新夺回一部分注意力的背景下，Robinhood Chian出现了。它的出现对ETH是绝对的大利好。

Global investor sentiment has risen to its highest level since February, according to a Bank of America global fund manager survey. According to Jin10, the survey said fund managers were more optimistic about the global economic outlook, spending tied to artificial intelligence, and expectations that the Federal Reserve would adopt a dovish policy stance. The survey showed cash allocations fell to 3.6% from 4.1% in June, which it described as an "extremely low" level that triggered Bank of America's contrarian sell signal. It also said a record share of respondents expected the global economy to achieve a "no landing" outcome. The survey was conducted from July 2 to July 9, in the period after the United States and Iran reached a temporary ceasefire agreement and before their conflict escalated again.

Klarna is seeking to offload credit risk tied to a portfolio of buy now, pay later loans in a new significant risk transfer (SRT) deal, as it looks to free up capital while targeting growth in the US, according to Bloomberg. The transaction is aimed at supporting Klarna’s plans to accelerate international expansion.

Samsung Electronics was reported to be in the early stages of exploring a potential issuance of American depositary receipts (ADRs) in the United States. According to Jin10, foreign media cited people familiar with the matter as saying the company has held preliminary discussions with multiple banks but has not decided whether to proceed. The people said Samsung will closely watch the performance of volatile memory-chip stocks during its decision-making process. If the company ultimately moves forward with a U.S. listing, its large business portfolio and recurring labor-management disputes could complicate the design of the deal structure. The people added that Samsung had previously assessed the possibility of issuing ADRs but ultimately chose to abandon the plan. They said SK Hynix’s recent successful U.S. listing has provided fresh momentum for Samsung to revisit the option. The report said Samsung’s shares have risen about 120% so far this year, pushing its market capitalization above $1 trillion. It added that the sharp rise in the stock price has reflected higher market expectations for profit growth. Samsung’s preliminary results released last week were better than market expectations, but the stock still fell sharply, highlighting that meeting investor expectations has become increasingly difficult. The report also said expectations for more new capacity coming to market have added pressure on chip stocks.

长久期的实体资产，正在被资本市场重新命名、重新打包、重新定价。同样的资本化逻辑，正在被同一批华尔街的人，套用在一个新的实体资产类别上。

Kraken has launched a debit card for eligible customers in the UK and EEA, allowing them to spend crypto and cash balances anywhere Mastercard is accepted.

过去十年美国Fintech一直在拆解银行。今天Crypto正在把这些能力重新组装回来。

Chinese prosecutors are proposing a sweeping overhaul of crypto money laundering enforcement that would allow courts to presume criminal intent when suspects use privacy coins or crypto mixers, marking one of the country's most aggressive legal proposals targeting blockchain privacy.

美国最大证券清算机构DTCC本周启动区块链实盘测试，涉及股票、国债等资产，是这家美国最大清算机构多年探索后首次在真实环境中验证代币化流程，全面上线目标定于10月。

加密行业终究要找到适合行业发展的产品，只是它需要更多“卧薪尝胆”式的观察和魄力。

41页诉状、400多名前员工跳槽、一条写着“哈哈太搞笑了”的聊天记录被当成铁证。苹果和 OpenAI 撕破脸对簿公堂。

尽管绝对规模大幅扩张，但美联储所持美国国债占全部未偿国债的比例，反而低于五年前甚至十年前的水平。