SpaceX约9.115亿股内部人士持股将于8月6日解除限售，对应市值约1160亿美元。SpaceX采用分批次解禁，到年底前，可流通股份总量将从目前约6.39亿股骤增至53.3亿股。

在MOVE代币发行引发争议且复苏努力未能重振市场信心后，Movement Labs已在美国申请了第11章破产保护。MOVE代币价格较峰值已下跌约99%，而该公司目前仍在法院监督下进行重组。

Samsung Electronics plans to build a new HVAC manufacturing plant at its Gwangju campus in South Korea to expand its business-to-business central air conditioning operations. According to Odaily, the company recently submitted an application to local authorities for construction approval for the new facility. The project is expected to cost about 200 billion won and is intended to expand HVAC system capacity, including cooling equipment for AI data centers.

a16z crypto said tokenized stock transfer activity surged in June, with monthly transfer volume reaching $9.22 billion, up from $53 million in June last year. According to Foresight News, the metric covers all related on-chain activity, including trading, wallet-to-wallet transfers, and deposits of collateral into DeFi protocols. a16z crypto said the tokenized stock market remains small compared with traditional stock markets, which generate monthly trading volume of trillions of dollars. It added that more issuers and platforms are listing tokenized stocks, indicating continued growth in the sector.

Bloomberg reported that stocks in Asia climbed for a second day as chipmakers at the heart of the AI boom extended their rebound, offsetting concerns over rising oil prices after renewed escalation in the US-Iran conflict.MSCI's Asia Pacific equities gauge rose 1.3%, extending Tuesday's biggest one-day gain in a month. South Korea's KOSPI jumped 5% as the unwinding of leveraged bets that drove the benchmark nearly 30% below its peak appeared to be nearing its end. Stocks in Japan and Taiwan also advanced.Brent rose 1% to about $92 a barrel after U.S. President Donald Trump minimized the prospect of immediate talks with Iran. Gold gained 1.3% to almost $4,130 an ounce. Treasury yields held at their highest levels in about two months, reigniting concerns that inflationary pressures could prompt the Federal Reserve to raise interest rates.eToro analyst Bret Kenwell said the burden of proof has changed, with investors wanting growth and guidance strong enough to justify elevated valuations. The Philadelphia Semiconductor Index rallied over 5% on Tuesday after briefly entering a bear market last week.KCM Trade chief market analyst Tim Waterer wrote that the market is learning to live with higher oil prices, with solid earnings helping divert focus from advancing oil prices.Trump announced plans to impose 100% tariffs on generic drugs imported to the US beginning August 2028. The yen steadied after sliding past 163 per dollar for the first time since 1986, testing Japanese authorities' resolve to intervene.LPL Financial's Adam Turnquist said the long-term AI backdrop appears intact, with the recent correction more consistent with a healthy reset than a fundamental breakdown. Goldman Sachs strategists said earnings growth should continue to support stocks in the second half.Super Micro Computer shares rose about 15% in extended trading after reporting a record backlog on new orders exceeding $60 billion. Moonshot AI plans August talks for a final fundraising round ahead of a Hong Kong listing, targeting a valuation of up to $50 billion.

Hong Kong dollar interbank rates fell across the curve, with the one-month HIBOR, which is linked to mortgages, down for a second straight day to 2.67988%, the lowest since July 13, when it stood at 2.66042%, according to Ming Pao. The one-month HIBOR fell 3.56 basis points from the previous session. The last time it declined for two consecutive days was July 17, when the rate was 2.75%.

What began as a satirical online movement two months ago has grown into one of India’s biggest student protests in years, with violent clashes breaking out in New Delhi, according to Bloomberg. Prime Minister Narendra Modi has few good options to stop the unrest.

According to Jin10, Japan's 40-year government bond auction had a bid-to-cover ratio of 2.82, compared with 2.7 previously.

朝鲜黑客在职业社交平台上冒充招聘人员，通过组织虚假的技术评估，诱骗加密货币和Web3领域的专业人士在其设备上安装远程访问恶意软件。

At a July 22 State Council Information Office briefing, Zhang Baofeng, deputy head of China's General Administration of Customs, said the agency will promote regulatory integration into corporate logistics and industrial chains, along with more seamless customs clearance during the 15th Five-Year Plan period, according to 36Kr. He said the measures are intended to improve connectivity across sea, inland waterway and rail information systems and help companies cut costs and boost efficiency. Zhang added that container transfers between port and rail in many ports now take less than 30 minutes, and overall transshipment costs have fallen by 20% compared with previous levels.

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。

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。

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。