OpenAI’s coding agent Codex and workplace agent ChatGPT Work have reached a combined 10 million weekly active users, up from 6 million nine days earlier. According to ChainCatcher, OpenAI then reset usage limits again for paying users of both products. In March, Codex had 2 million weekly active users, meaning the two products have expanded fivefold since then. OpenAI had previously promised to reset usage quotas each time user numbers rose by another 1 million, from 3 million to 10 million, and this reset marks the final step in that commitment.

Tom Lee reshared analyst Sean Farrell's view on the probability of the Clarity Act passing, saying his conversations with policymakers indicate the bill may have a higher chance of passage than current prediction market pricing suggests. According to Foresight News, he added that recent restrictions prevent insiders from trading on the result, which may cause prediction markets such as Polymarket and Kalshi to understate the bill's passage odds. Lee said the assessment is bullish.

当前所有使用大语言模型的机构都面临两大压力，即模型主权风险与 Token 调用成本。

Malaysia's Deputy Finance Minister said that if crude oil prices are $90 per barrel, the monthly subsidy plan for RON95 gasoline would be ringgit 2 billion and diesel subsidies would be ringgit 1.5 billion. According to Jin10, the official gave those figures for the subsidy plan under that oil price assumption.

Hyperliquid will unlock about 9.92 million HYPE tokens at 7:00 AM (UTC+8) on July 29, according to token unlock data from Web3 asset data platform RootData. The tokens are valued at about $602 million.

Solana-based perpetual protocol FlashTrade paused trading, deposits, and withdrawals after disclosing an unauthorized $98,000 withdrawal. According to Odaily, trading has resumed, while deposits and withdrawals remain suspended for about 24 hours to complete a fund reconciliation. FlashTrade said user funds are safe, that the $98,000 loss will be fully covered by the team, and that users will not be affected. The team is waiting for MagicBlock to complete its risk disclosure and release a fix patch, which is expected to take 12 to 24 hours.

Bitwise,Hyperliquid,Robinhood,Bitwise：下一轮加密牛市推演 如何做好准备 金色财经,HYPE、HOOD以及链上金融与传统金融的融合。

Multiple Chinese quant and long-only private funds have seen steep net asset value drawdowns over the past month, with several products falling more than 20%, according to Jiemian News. Wind data showed Wembow Investment’s "Wembow Small-Cap Aggressive Timing Enhanced Index No. 1" had a cumulative NAV of 1.4332 as of July 17, down 39.24% from its June 26 peak of 2.3588, and 2.11% lower over the past year. Jiemian News reported that Wembow had eight products updated through July 17, all of which fell over the past month, while four other products dropped more than 20%. On July 19, Wembow posted an article saying its strategy is an end-to-end AI model that may buy into panic selling during sharp declines, but it said it would not assume the market has bottomed or reject the model’s long-term logic solely because prices kept falling. Other large quant managers also posted losses, including Quantdao, Sixiang, Mingshi, Abama, Hanyu, Black Wing Asset, Longqi Technology, Banyang, Mingxi, Ziwu, Nianjue, Pinghe, Shanghai Qianshu, Lingjun, Qilin, Monex, Ruitian, Torte, and Qianyan, with products at many firms down more than 20% over the month. Among long-only private funds, Xi Yue Investment’s "Xi Yue Steady Growth No. 1" fell 35.38% to a NAV of 3.0424 as of July 20 from 4.7079 on June 24, while Qushi Asset’s "Qushi Preferred No. 1 - Haomai Phase 2" dropped 35.38% to 1.428 as of July 17 from 2.21 on June 22. Wanfang Private Fund’s "Wanfang Progress No. 1" fell 31.62% and Wangzheng Investment’s "Wangzheng Win-Win No. 8" declined 31.97%. Jiemian News said the worst drawdowns were concentrated in the four weeks from June 22 to July 17, when 20 of 100 Wind popular indices fell more than 20%, mostly in technology-related subsectors. In response to the volatility, 18 private fund managers had announced share buybacks by the evening of July 21, totaling 763 million yuan, including 636 million yuan from 11 managers with assets under management above 5 billion yuan. Lingjun Investment, Pinghe Investment and Ruiqun Asset led the buybacks at 200 million yuan, 100 million yuan and 100 million yuan, respectively. The tech sector then rebounded on July 21, with the STAR 50 Index rising 10.73% and the ChiNext Index up 7.05%.

美国债务高企背景下的美联储货币政策新范式与潜在风险评估。

OpenAI 已确认，此次活动是由其自有模型（包括 GPT-5.6 Sol 以及一款尚未发布、性能更强的模型）在内部网络能力测试期间驱动的，且出于评估目的，安全拒绝机制已被弱化。

RWA不会让所有资产明天就上链，但它会让“资产如何被持有、结算和抵押”这个问题的答案改写。

缔造行业的投资者们不再看好这片赛道，接下来会发生什么？

稳定币驱动的贸易金融，层层推进：可投资性地图、MLETR作为关键约束条件，以及在投资组合层面应用的信任成本2.0机制筛选。

美国预测市场平台Kalshi向CFTC提交申请，计划推出黄金、白银和铂金永续期货合约。随着传统资产交易需求升温，永续期货正向更广泛市场扩张。

金色财经推出加密货币和区块链行业早报《金色早8点》3127期，为您提供最新、最快的数字货币和区块链行业新闻。

2026 年加密市场从"讲故事拉盘"转向"谁有真用户真收入谁活"。