A $3.5 billion purchase of three leased Northern Virginia AI facilities set a benchmark near $27 million per MW as Bitcoin mining sites became scarce permitted power capacity. According to NS3.AI, CoinShares said energized sites cannot be recreated within any commercially relevant timeframe, regardless of available capital. The US interconnection queue holds roughly 2,600GW, and AI developers are facing years of waiting for new connections. Some listed miners with energized but unleased capacity are trading below $3 million per MW.

Crypto analyst Willy Woo said he believes there is a 90% chance the crypto market has bottomed and that current liquidity conditions point to an early bull market structure. According to ChainCatcher, Woo said the key factor is BTC liquidity structure, while noting that long-term investor liquidity is returning. Woo said he is intentionally avoiding historical cycle patterns, even though those patterns have been highly effective in identifying market bottoms. He said other analysts’ consensus probability, based on cycle analysis, is about 40%. Woo added that if the liquidity-based view is correct, the market bottom is likely already in place. He said the remaining question is how long the bull market could last, but argued that the duration is still uncertain because historical cycle patterns are gradually losing effectiveness. As long as investor inflows do not weaken significantly, he said, the bull market structure should continue.

PaymentsJournal published a deep-dive article on Latin America’s payment ecosystem, focusing on localization, cross-border settlement, stablecoins, and payment orchestration. According to ChainCatcher, the article also cited PhotonPay’s research paper, The Next Payment Infrastructure in LATAM. The article said Latin American countries are developing distinct payment systems, including Brazil’s Pix, Argentina’s Transferencias 3.0, and Mexico’s CoDi, while payment rails, currencies, providers, and regulatory frameworks remain highly fragmented. It added that stablecoins are becoming an important complement to cross-border payments by reducing some friction in liquidity and settlement, while local payment rails handle final delivery in domestic markets. PaymentsJournal said the next stage of the Latin American payments market may not be a single unified rail, but infrastructure that connects different local payment systems, currencies, and global liquidity. In that process, stablecoins and payment orchestration can play different roles: stablecoins can improve cross-border fund movement and settlement efficiency, while payment orchestration can connect and manage payment rails, providers, and fund flows across markets.

Binance Wallet announced on X that users can access the Prediction Market Economy section through the Binance App and Binance Wallet Web. In the Binance App, the path is Exchange, then Markets, then Prediction, then Economy, or Wallet, then Home, then Prediction, then View more, then Economy. On the web, users can navigate through Binance Web, then Trade, then Prediction, then Economy, or Binance Wallet Web, then Prediction, then Economy. The announcement did not include any additional product details beyond the access paths. The notice also stated that Prediction Markets are available only to users in eligible regions and may not be available to all users. No further information was provided about supported markets, timing changes, or other service updates.

Koncar-Elektroindustrija d.d., Croatia’s biggest net exporter, expects to invest more than €800 million ($923 million) in Europe, the US and the Middle East in the coming years, according to Bloomberg and the company’s top executive.

RWA竞争正从拼上币转向拼实用性与可组合性，从Mantle看代币化资产如何变成高效资本。

Intel CEO Lip-Bu Tan said the industry must break TSMC's dominance in the global foundry market and spread orders across multiple suppliers to meet rising demand for AI chips. According to Sina Finance, he also said CPU demand has surged and will continue to create supply shortages. Tan made the remarks in a keynote speech at the Splunk.conf26 conference in Denver, Colorado, on the 14th. He said it is crucial to have chip design, manufacturing, and advanced packaging capabilities at the same time, and added that Intel is an iconic industry company in the United States and globally. Tan said foundry manufacturing is difficult and requires top-tier process technology, strict control of yield, defects, production cycles, and process variation, as well as intellectual property and electronic design automation tools to serve customers. He also said advanced packaging is a top priority because integrating CPUs, memory, input-output devices, and silicon chips into a single package is extremely difficult. He said the industry is moving toward system solutions and packaging technology, and that relying on one company for 95% of capacity is very risky. Tan also said Intel's 14A process had faced yield issues, but the company agreed in April to provide 14A process technology to the Terafab project led by Tesla and SpaceX. The first Terafab product is expected in mid-2028. In June, Intel hired former SK Hynix CEO Lee Seok-hee as a senior vice president to oversee advanced packaging, back-end technology development, and manufacturing in its foundry division. Tan also expressed confidence in Intel's EMIB advanced packaging technology and said CPU demand remains extremely strong, with Intel able to meet only 50% of customer demand.

OpenAI is working with Anthropic and Google DeepMind on an industry body to improve AI safety and test powerful systems before public release. The plan faces criticism from smaller AI firms and lawmakers, while growing warnings from researchers and calls for binding government rules add pressure on the industry.

Coinbase CEO Brian Armstrong believes Bitcoin’s latest downturn has already reached its floor, setting the stage for what he predicts could be a rebound back to as high as $400,000 by 2030.

加息,美联储,今晚「鸽派加息」？ 金色财经,美联储今夜加息几成定局，但关键是「加完说什么」。

CLARITY法案,特朗普,SEC,CFTC,政策监管,CLARITY闯关失败 加密市场闻声而动 政策空白谁来填补 金色财经,不算意外，但足够遗憾。

Erebor Bank has restricted its free stablecoin-to-dollar service after trading firms including Wintermute and Galaxy Digital used it to profit from small price gaps in USDT.

CoinEx is pulling the plug on its operations after nine years, quoting the bad economy and how the risks of running a centralized crypto exchange have become overwhelmingly difficult as trading activity contracts and regulatory demands continue to rise.

GPT-6 Astra带来的压力，让国内具身产业面临现实的问题，必须扩大数据和算力投入。

Microsoft has released a draft Humanist AI Code of Conduct that would establish strict behavioral requirements.

清晰法案暂时失败了，接下来可以盯紧SEC和CFTC的规则草案，势必会在短期内弥补清晰法案带来的遗憾。