Artem Tolkachev, chief RWA officer at Falcon Finance, said collateral quality — not yield — will determine which stablecoins ultimately succeed as yield-bearing stablecoins race toward a $50 billion market capitalization. He argued the industry is optimizing for the wrong metric, according to CoinDesk.

Carry traders are increasingly using currencies ranging from the euro to the Australian dollar to fund bets in emerging markets as the US dollar strengthens, according to Bloomberg.

June saw unusually strong activity in the ETF market, with net inflows, new launches, and trading volume all near or at record levels, according to Bloomberg senior ETF analyst Eric Balchunas. According to ChainCatcher, Balchunas wrote that the ETF market delivered a “JUNE-SANITY” performance in June, with multiple indicators approaching or setting historical highs. Data cited by Balchunas showed ETF net inflows totaled $191 billion for the month, the second-highest monthly level on record. Average daily inflows were about $9 billion, spanning roughly 2,700 different funds. Balchunas also reported that 214 new ETFs were launched in June, or about 10 per day, marking a record high for new product issuance. In addition, ETF trading turnover reached $7 trillion, the second-highest level historically. Balchunas said the figures point to broad-based strength across inflows, product launches, and trading activity in the ETF market.

Polymarket has listed a new prediction market asking whether the U.S. federal government will revoke public access to another major AI model, with the probability temporarily at 33%. According to Odaily, the market will resolve “Yes” if, by the end of 2026, the U.S. federal government passes legislation, issues an executive order, imposes export controls, or takes any other action that materially restricts U.S. public access to a major AI model. The rules define a qualifying action as a formal U.S. government measure whose effect is equivalent to fully banning public access to an AI model within the United States, regardless of the stated purpose. The rules also state that if an action effectively prevents the public from accessing the model through normal channels in the United States—such as by prohibiting the model from being provided to foreign citizens or governments—this can qualify if it results in the general public being unable to access the model domestically. The rules specify that removing access through only a single channel is not sufficient. Access removals not caused by any formal U.S. government action are not considered qualifying. The market defines “major AI models” as flagship, general-purpose large language models or multimodal foundation models developed by OpenAI, Anthropic, Google (including Google DeepMind), Meta, xAI, Microsoft, Amazon, Mistral AI, DeepSeek, Alibaba, ByteDance, Moonshot AI, and Zhipu AI (Z.ai). Task-specific models, outdated models, and models intended only for research or preview purposes are excluded. The action may target a single model or a group of models, as long as at least one major AI model becomes publicly inaccessible in the United States. A temporary ban can qualify, but an action does not qualify if the public can still access the model until the effective date of the decision. The market cites official information and announcements from the U.S. government and relevant AI companies as sources, and may also reference reliable reporting to form consensus.

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、矿业信息、项目动态、技术进展等行业动态。

跨境支付,支付,稳定币,福布斯特稿：稳定币跨境支付更快了 但还没更便宜 金色财经,稳定币跨境支付行业正在快速增长。

加密分析师 Dennis Liu（又名 VirtualBacon）近日参加《The Rollup》播客专访。

随着Agentic AI和具身智能发展，未来内存需求将增长1000倍。

本期白线主播 Minta 想拆解一个近期资本市场绕不开的话题：SpaceX IPO。

加密市场没有消失，只是进入了更残酷的 K 型分化：赢家更快通吃，普通人更难等到慢牛。

本期聚焦当前 AI 行情中最关键的一条主线：Anthropic 的收入高速增长，正在改变市场对 AI 基础设施投入（AI Capex）的定价逻辑。

韩国,存储,meta,韩国存储扩产、Meta出租算力：野村谈“存储两大利空” 金色财经,野村认为，“存储两大利空”实为伪命题。

本周共有6家区块链初创公司完成融资，总融资额为8780万美元。Venice AI 在A轮融资中筹集6500万美元，为​本周最大融资轮次。

世界杯期间，Polymarket、Kalshi等预测市场平台交易量和用户活跃度持续上升，体育赛事正在把预测市场推向更大众的消费场景。