A16Z,人工智能,AI Agent,A16z 的最新一投 要给算力定一个“价” 金色财经,AI 的故事讲了许久，主角换了一茬又一茬。

Robinhood 主网、股票代币、AI交易、DeFi齐上阵，链上金融时代来了。

U.S. inventories fell for a 10th consecutive time, but the decline did not reverse the market’s downward trend. According to Jin10, traders were paying more attention to resumed oil flows, Saudi Arabia’s spot sales, and expectations that OPEC+ will increase production.

Chinese authorities said the pilot who crashed a small plane into Beijing’s tallest skyscraper acted deliberately, offering the first official explanation nearly a week after the incident, according to Bloomberg.

Fulaixin Materials issued an abnormal trading announcement after its stock recorded a cumulative deviation of more than 20% in closing-price gains over three consecutive trading days on June 30, 2026, July 1, and July 2. According to Jin10, the company said its main businesses include advertising inkjet printing materials, label and signage printing materials, electronic-grade functional materials, functional base film materials, and adhesive materials, among other industrial consumer products. The company said it has noticed heightened market attention to the humanoid robot concept. After an internal review, it said that as of the disclosure date of the announcement, revenue from its flexible sensor project was 1.82 million yuan and unaudited. It added that this revenue accounted for a very small proportion of the company’s overall revenue and had no material impact on its main business.

Southbound funds recorded a net sell of 1.97 billion yuan today. According to Jin10, via Shanghai Stock Connect, Kingboard Laminates and Hua Hong Semiconductor saw net sells of HK$926 million and HK$677 million, respectively, while Alibaba-W led net buys at HK$896 million. Via Shenzhen Stock Connect, SMIC and Hua Hong Semiconductor posted net sells of HK$1.21 billion and HK$1.04 billion, respectively, while GigaDevice led net buys at HK$123 million.

Investors are expected to receive a wave of new research on SpaceX starting next week, as the analyst quiet period following the company’s record IPO is set to expire. According to Jin10, since SpaceX’s IPO last month, investors have had limited access to financial forecast data needed to assess a reasonable valuation for the stock, leaving many to make judgments with incomplete information. That is expected to change next week when the quiet period ends for bank analysts involved in underwriting SpaceX’s $86 billion IPO. The offering was led by Goldman Sachs Group, Morgan Stanley, Bank of America, Citigroup, and JPMorgan Chase, with another 18 banks participating. Beginning next Tuesday, investors are expected to see a large volume of new research reports, price targets, and growth expectations. The information is expected to provide more clarity on SpaceX’s share-price direction in the short term and over the coming years. Art Hogan, chief market strategist at B. Riley Wealth, said market discussion has focused more on what the company could become by 2030 than on what it can do over the next 12 months. He added that while the investment is oriented toward a better future, attention is still needed on the next four years.

诺顿在今年早些时候将“Genie”诈骗检测工具推出至ChatGPT后，现已将其整合到Anthropic公司的Claude中。该工具可帮助用户识别诈骗、网络钓鱼企图以及可疑链接、消息和电子邮件。

The global cryptocurrency market cap now stands at $2.04T, down by -0.43% over the last day, according to CoinMarketCap data. Bitcoin (BTC) has been trading between $58,326 and $61,334 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $60,605, up by 2.91%. Most major cryptocurrencies by market cap are trading mixed. Market outperformers include BREV, RIF, and POND, up by 59%, 49%, and 39%, respectively. Top stories of the day: Sources: Japan Shifts to Ambush Intervention Tactics, Abandoning Telegraphed Warnings on Yen Public Bitcoin Treasuries Added 9,000 BTC in June Tether CEO Paolo Ardoino Says USDT Has Not Sought an EU MiCA License Strive CEO Matt Cole Says SATA Preferred Target Price Remains $100, With No Automatic Issuance Guarantee Strategy Targets STRC Trading Range of $99 to $100, Michael Saylor Says SEC Examining Susquehanna's Insider Trading Allegations, Person Familiar With Confidential Probe Says Apple in Talks to Buy Memory Chips From Pentagon-Blacklisted CXMT and YMTC for Devices Sold in China PRECIOUS METALS | Gold Holds Gains After Kevin Warsh Remarks Ease Fed Rate-Hike Prospects Whitney Webb Questions Polymarket’s Origin Story and Links It to Earlier Crypto Firms BlackRock’s IBIT Bitcoin Holdings Fall by Nearly 100,000 BTC in Under Two Months Bitcoin ETF Outflows Hit Record $4.5 Billion in June, Far Surpassing Strategy’s $1.25 Billion Bitcoin Raise Bitcoin News: Bitcoin Price Opens Q3 2026 After Worst First Half Since 2022 Market News: U.S. June ADP Employment Misses at 98,000 — Lowest Since March and Below the 118,000 Forecast Market movers: NVDAB: $196.22 (-1.29%) MSFTB: $386.2 (+1.16%) SPCXB: $156.62 (-10.11%) METAB: $612.4 (+7.82%) TSLAB: $427.16 (+2.26%) MUB: $1016.4 (-9.13%) AMDB: $535.02 (-6.50%) LITEB: $788.04 (-6.71%) INTCB: $125.97 (-8.54%) QQQB: $724.74 (-0.96%) Top gainers on Binance: BREV/USDT (+59%) RIF/USDT (+49%) POND/USDT (+39%)

The Trump administration is expected to launch “Trump Accounts” next week, but the program will not initially offer a way to migrate accounts, according to people familiar with the matter. According to Jin10, a source told Semafor that there is currently no mechanism allowing companies to custody children’s savings accounts on their own platforms. Institutions including Chime, Empower, Fidelity, and SoFi had hoped to quickly obtain approval from the U.S. Treasury Department to move these accounts onto their platforms. They aimed to migrate accounts from an application developed through cooperation among the Treasury Department, Bank of New York Mellon, and Robinhood in order to capture early user growth after the product launch. One person familiar with the situation said these institutions are now relying on relevant guidance being issued no later than August.

Sei Labs has released version 2 of its Giga white paper, adding new privacy and fairness designs and lowering the Autobahn consensus protocol’s finality target from 400 milliseconds to below 250 milliseconds. According to Foresight News, the update also maintains throughput of more than 200,000 transactions per second and 5 Gigagas per second. The revised white paper introduces the Sedna private transaction layer and a deterministic transaction ordering mechanism. Sei Labs said these changes are intended to provide pre-execution privacy, resistance to MEV, and censorship resistance. Sei Labs said work on the Giga upgrade is ongoing. The company added that subsequent development will include a complete transaction fee mechanism, an Autobahn consensus upgrade, and new tokenomics for the SEI token.

Japan’s top foreign exchange official, Atsushi Mimura, said he would not comment on exchange rate levels. According to Jin10, Mimura made the remarks without providing further details.

自从 OpenAI 将大型语言模型普及到千家万户以来，人工智能就像一个可以随意把玩的新玩具。直

Open USD 目前仍有多项关键信息尚未完全披露。

过去两周，加密市场在ETF资金持续流出、BTC链上折价、短期持有者套牢和监管执行压力升温的共同作用下继续走弱，市场尚未从“被动承接”转向“主动买入”。

Meta 内部正在推进一个代号为 "Meta Compute" 的项目，计划向外部客户出售富余的AI算力。

玻利维亚在实行了大约15年后，放弃了与美元挂钩的固定汇率制度，这标志着该国十多年来最大的货币政策转变之一。

K Wave Media 已将其持有的全部 88 BTC 出售，用于偿还约 600 万美元的债务，从而在宣布计划收购最多 10,000 BTC 不到一年后，终止了其企业比特币储备策略。

聊聊我国虚拟货币司法处置的现状，以及未来可能往哪个方向走。