The U.S. Senate has delayed the Clarity Act until September, leaving the market structure bill without a final vote before the August recess and pushing digital asset market rules back by at least several weeks. According to ChainCatcher, Matter Labs' Vassilis Tziokas wrote in CoinDesk that banks are moving ahead anyway, with JPMorgan processing more than $3 trillion in transactions through Kinexys and launching the JPMD deposit token, while Citi operates a cross-border treasury token service. The article said the Clearing House and 17 large financial institutions plan to enable on-chain settlement for tokenized deposits by 2027. It argued that interoperability for bank-issued tokenized deposits will come through clearing rather than messaging standards or token bridges, with sending banks redeeming tokens, receiving banks issuing their own tokens, obligations recorded and netted between institutions, and final settlement made in central bank money. The author said the main engineering challenge is meeting privacy, neutrality, and verifiability at the same time. Each institution would need to run its own ledger, verify transfers with cryptographic proofs without exposing underlying data, and anchor the system to a neutral settlement facility with no participating owner. The article added that the Clarity Act would not directly regulate tokenized deposits, but could define the boundaries of the digital asset market and refine the stablecoin framework established by the GENIUS Act. It also cited a Global Financial Markets Association report from April 2026 that listed unresolved gaps, including unified handling of cross-border tokenized deposits and guidance on off-network transfers, which it described as regulatory unlock points for bank-to-bank tokenized money movement.

Federal Reserve President Beth M. Hammack said the Fed should take action to raise interest rates and that waiting would only bring pain. According to Odaily, she also said she does not believe financial conditions are restrictive.

The Trump administration is studying a new artificial intelligence chip regulation aimed at limiting access to computing resources tied to advanced U.S. AI chips through remote channels. According to Odaily, a small team inside the U.S. Commerce Department is drafting a narrower replacement after the White House revoked the Biden-era AI Diffusion Rule earlier this year. The proposed rule remains under development, and specific restrictions have not been finalized. It would focus on preventing geopolitical rivals from accessing advanced AI chips through cloud computing and other remote services that could bypass physical export controls.

DWF Ventures released a research report on social trading, saying competition is shifting toward network effects, trader relationships, and proprietary information layers as trading fees across platforms approach zero. According to Foresight News, the report said social trading platforms can create a flywheel effect in which traders build reputations through public calls, followers push prices higher, and the resulting moves appear to validate those calls, but this also creates asymmetric risk and crowd-driven volatility. The report cited data from DWF Ventures showing that among 292,000 wallets analyzed on the Fomo platform over the past 3 months, only 6.16% were profitable, and only 25 wallets generated net profits above $10,000. DWF Ventures said platforms that can retain users over the long term will be those that build social discovery through proprietary information layers rather than simply adding social features.

Hyperbot data showed that Huang Licheng's 10x leveraged HYPE and PUMP long positions were both in unrealized loss, with losses of $93,000 and $447,000, respectively. According to Odaily, his position is currently supported by BTC and ETH long positions, which are in unrealized profit of $824,000 and $27,000, respectively. Overall unrealized profit on the portfolio has narrowed by $337,000, and the return on investment is 5.8%.

According to Jin10, BioNTech SE (BNTX.O) fell about 10% in U.S. pre-market trading after the company announced it had ended its Phase 2 Cevumeran cancer immunotherapy trial.

SpaceX,Space X 的早期投资人 可以拿到几倍回报？ 金色财经,让子弹再飞一会儿。

According to Jin10, Cleveland Fed President Beth M. Hammack said inflation will reach about 3% by year-end and will not meet the target.

According to Jin10, U.S. stock futures lacked direction in early Friday trading as investors awaited a closely watched speech by Fed Chair Kevin Warsh, while technology investors took profits after Nvidia (NVDA.O) helped lift the sector the previous day. Societe Generale analyst Rajappa said this week's core PCE data sent a very clear message that inflation is actually more resilient than expected, and Apollo Management chief economist Torsten Slok said Warsh was not expected to provide forward-looking policy guidance on Friday, but long-term yields could move.

Asda reported another quarter of falling sales and said demand has started to pick up in recent weeks, according to Bloomberg. The grocer said it is still only "in the foothills of recovery."

随着国际格局的持续演变，“终极买家”的缺位可能是长期的。

一场姗姗来迟的革新，还是聊胜于无的姿态？SEC 代币融资新规解读。

新韩金融集团已与Visa合作，在韩国测试稳定币基础设施、银行卡结算、人工智能驱动的支付以及B2B服务。

一家公司怎么可能在两年内，同时干掉微软、对抗 Anthropic，中间还完成了一次可能是创业史上最复杂的并购，然后还把自己的产品形态彻底颠覆了三次？

即便杰克逊霍尔年会主题给了加密话题“上桌”的机会，沃什本人是否愿意展开具体论述，仍存在相当大的不确定性。

存储,人工智能,内存不够 闪存来凑：AI 推理的底层逻辑正在重写 金色财经,每个人都被"内存不够"教育过。

软银正寻求一笔100亿美元的贷款，用于资助其对OpenAI的巨额投资，并部分偿还一笔400亿美元的过桥贷款。随着软银准备向OpenAI投资近650亿美元，这笔新融资将补充其此前计划发行的最高200亿美元债券以及63亿美元零售债券的发行计划。

任何用人类的日历时间去衡量合成速度的人，都无异于用沙漏去测量光速。

Android 17 将通过“加密客户端问候”（Encrypted Client Hello）功能向网络运营商隐藏网站域名，同时增强了对应用、证书和数据隐私的控制。此次更新通过限制应用和网络所能获取的信息，提高了 Android 的安全性，不过 ECH 仅适用于支持该功能的网站和应用。