头部交易所陆续开始用真金白银把自己和加密交易所已经攒下来的用户与渠道绑在一起。

Jupiter Asset Management’s Mark Nash said markets are overestimating sovereign debt risks and is betting long-dated bonds will recover from their recent selloff, according to Bloomberg. Nash’s view centers on the recent weakness in long bonds even as concerns persist over government borrowing.

Aareal Bank AG is discussing a potential acquisition of Hamburg Commercial Bank AG, according to Bloomberg. The real estate lender is backed by Centerbridge Partners, while Hamburg Commercial Bank is also private equity-backed.

AI stocks came under renewed selling pressure, with Samsung Electronics falling more than 4%, SK Hynix dropping more than 3.5%, and the Philadelphia Semiconductor Index down 2.66% overnight. According to Sina Finance, Schroders fund manager Dorian Carrell said hyperscalers' off-balance-sheet financing has reached $1.5 trillion, while Goldman Sachs warned that debt issuance by hyperscale cloud companies and chipmakers could rise 40% year on year to about $340 billion in 2027. Carrell said the market is shifting from an era of low inflation, low rates, and effective 60/40 stock-bond allocation to a new environment of high deficits, high inflation, and high supply. He also said some companies' cash flow has turned from positive to negative and leverage is rising, citing Alphabet's issuance of 6% coupon convertible bonds to protect its credit rating. Goldman Sachs fixed-income credit trader and investment-grade credit specialist Jeffrey Papai warned that after about $300 billion of AI-related bond issuance this year, fourth-quarter supply will slow sharply, giving AI credit spreads a brief respite. He said the easing would be short-lived, and that 2027 issuance by hyperscale cloud companies and chipmakers could be about 40% higher than 2026. JPMorgan's Michael Cembalest estimated that the five hyperscale cloud companies plus Nvidia have issued about $320 billion of debt so far in 2026, including special purpose vehicles for data-center leases. He said the long-duration portion is equivalent to about $303 billion in 10-year terms, or 68% of the U.S. Treasury's new long-duration borrowing over the same period. U.S. Treasury yields have also risen as AI debt has grown, and the 30-year yield has reached a 19-year high. The 10-year yield is nearing 5%, its second time at that level since the 2008-2009 financial crisis, while Freddie Mac said the average 30-year fixed mortgage rate rose to 6.76% from 6.71% a week earlier.

Anthropic released a new AI abuse report saying app development studios used Claude to build and operate more than 20 dating apps. According to ChainCatcher, about 75% of the match profiles shown to ordinary users were AI characters, while the platforms claimed all users were real people. During a two-week observation period in April 2026, the apps ran more than 4,700 AI characters, chatted with at least 25,000 different users, and sent about 2.36 million messages. Most of the affected users were in the United States. The platforms reportedly mixed profiles at a ratio of about three AI characters for every one real person. Claude maintained thousands of conversations at the same time, while part-time human workers stepped in when users requested video calls, photos, or social media follows. The system generated three suggested replies for each message, and users had to spend credits to chat and match before buying in-app virtual currency to continue. Fully AI-controlled accounts were instructed not to admit they were bots. To avoid app store review, operators reportedly used special interfaces that were only enabled during review periods and different program class names across more than 20 apps. Anthropic said the related brands included DORA, DONI, ROMI, LUMA, JOVIA, KIRA, GRACECHAT, HAVEN, NALO, and LOVIA. The company said it has banned the related accounts and shared the app identities and review-evasion details with Apple and Google.

Isabelle Mateos y Lago, chief economist at BNP Paribas, said Friday’s US CPI report will weigh on the Federal Reserve’s upcoming interest-rate decision, according to Bloomberg. She said BNP Paribas believes monetary policy is not restrictive enough and that the US economy probably needs three rate hikes, starting next week.

Time Watch Holdings (1023) issued a profit warning and expects a loss of about HK$110 million to HK$130 million for the year ended June 30, narrower than a loss of about HK$178 million in the previous year, according to Ming Pao.

Hande Information (Shenzhen: 300170) said it has decided to terminate its plan to issue H shares and list on the main board of the Hong Kong Stock Exchange, according to Ming Pao. The company said the decision was made after comprehensive consideration of the macroeconomic environment, capital market conditions and its own development plans, and followed careful discussion and analysis aimed at protecting shareholder interests and acting responsibly to shareholders.

UBS Group AG is buying back $7.9 billion of old Credit Suisse bonds, its largest move so far to reduce the debt load it inherited when it took over its crosstown rival, according to Bloomberg.

DBS and Citi completed a weekend US dollar payment between Singapore and the US using tokenised deposits through Swift’s Digital Ledger, with the transaction taking minutes.

Sam Bankman-Fried is taking his fight over the collapse of FTX to the US Supreme Court, asking the justices to overturn his fraud conviction, order a new trial and throw out an $11 billion forfeiture that could help compensate victims of his crimes.

一个小数点之差或直接决定美联储下周是否加息：核心 CPI 环比 0.2% 意味着按兵不动，0.3% 则触发加息。

Coinbase has renamed the Base App back to Coinbase Wallet after its social-focused experiment fell short. The wallet is now focused on multichain trading, including perpetual futures, prediction markets and tokenised stocks, while remaining self-custodial.

本次投票为何关键？新版本法案有何变化？《CLARITY Act》还面临哪些主要障碍？若通过会有哪些重要意义？业内人士怎么看？

韩国,加密货币,620亿美元的缺口：韩国缺失的企业加密货币市场 金色财经,企业准入带来的机遇。

The incident dates back to January 2026 and involved an early version of Claude Opus 4.6.

Hunter Biden’s LAPTOP memecoin lost more than 95% of its value within its first hour of trading, turning what was billed as a politically charged crypto launch into a frenzy of accusations, denials and onchain scrutiny.

大饼继续回撤至76k附近，市场在等今晚的美国CPI数据。