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正与Anthropic和谷歌DeepMind合作，共同组建一个行业组织，旨在提升人工智能的安全性，并在强大的人工智能系统公开发布前对其进行测试。该计划遭到了小型人工智能企业和立法者的批评，而研究人员发出的日益增多的警告以及呼吁制定具有约束力的政府法规的呼声，则给该行业带来了压力。

Coinbase首席执行官布莱恩·阿姆斯特朗认为，比特币最近的下跌已经触底，这为他预期的反弹奠定了基础——他预测到2030年，比特币价格可能反弹至高达40万美元。

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。

在Wintermute和Galaxy Digital等交易公司利用Erebor Bank的免费稳定币兑美元服务，从USDT的微小价差中牟利后，该银行已对该服务进行了限制。

CoinEx在运营九年后宣布停止运营，称原因在于经济形势低迷，以及随着交易活动萎缩和监管要求不断提高，运营中心化加密货币交易所的风险已变得难以承受。

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。

微软发布了一份《人文主义人工智能行为准则》草案，该准则将确立严格的行为要求。

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。