Anthropic拟以2万亿美元估值上市，但其CEO忙于警告AI的灾难性风险。

South Korean President Lee Jae-myung apologized to the public on Friday and pledged to be more humble as he tried to reverse a sharp drop in his approval rating and get his policy agenda back on track. According to Sina Finance, he said he would not send troops or military assets to the Strait of Hormuz and that South Korea would not participate in or intervene in the war. Lee said he was sorry to people struggling in difficult conditions and that he had been caught off guard by the sudden surge of public disappointment and concern. His approval rating has fallen sharply over the past two months, and the latest poll released before his remarks showed support at a new low of 37%. He also said talks with the United States over Seoul's $350 billion investment pledge had kept him awake at night, and that negotiations had reopened after he found parts of a nearly finalized deal unacceptable. Lee said South Korea would only move ahead with projects deemed commercially viable.

Beosin 拆解 Trade[XYZ]、Ventuals、Aster 三家 Pre-IPO 永续的定价机制与风险。

JPMorgan economist Jahangir Aziz said India's economy is in a "short-term sugar high" created by earlier stimulus measures, and warned that markets may be pricing in too many rate hikes. According to Sina Finance, Aziz said the Reserve Bank of India is likely to deliver its first 25-basis-point rate hike this year, partly because policymakers have sent strong signals, but he is uncertain about the policy path after that. He said financial markets currently expect about 100 basis points of rate hikes this year. Aziz also said India's recent nearly 8% year-on-year economic growth in the latest quarter should be viewed alongside large policy support in the second half of 2025, including rate cuts, lower goods and services tax, and deregulation to speed up credit growth. Aziz said another round of goods and services tax cuts appears unlikely, while rapid credit expansion is increasingly worrying regulators. He added that the banking system's ample liquidity has kept some market rates well below policy rates, but tighter financial conditions would eventually weigh on both corporate investment and household consumption. "I think caution is warranted," he said, adding that the RBI should first observe the impact of rate hikes on domestic financial conditions and real economic activity before deciding whether to begin a hiking cycle.

The Bank of Japan's latest meeting was not positive for the yen, and global carry trades again have conditions to be implemented. According to Sina Finance, although the central bank delivered the policy tightening called for by U.S. Treasury Secretary Scott Bessent and already priced in by traders, several factors remained negative for the yen: two policy board members opposed the rate hike, no one called for a larger increase, and the bank's statement promised further hikes without giving a timetable, failing to signal urgency. Japan's benchmark rate remains far below the neutral rate, and unless hikes continue, the yen's weakness is likely to persist. Among Group of Ten economies, only the Swiss franc currently has a lower rate, and the Swiss National Bank will meet next week. If the Swiss National Bank reiterates its preference to keep rates at zero, exchange-rate volatility for the two main funding currencies is likely to remain low. After a series of central bank meetings, Brent crude may post its first weekly decline this month, while deeply oversold global bonds have found some relief. The Bank of England plans to pause bond sales and stop disposing of securities maturing in 2049 and later, a move that has supported long-dated U.K. government bonds. Thirty-year U.K. government bonds are set to benefit significantly, although the upcoming autumn budget may limit gains, and Thursday's rally is likely to continue.

Robinhood Chain's weekly revenue has surpassed Hyperliquid's, according to Solid Intel. According to Foresight News, Robinhood Chain generated $15.85 million in revenue over the past 7 days, while Hyperliquid recorded $12.44 million.

黑客将“Needle Stealer”恶意软件伪装成一款AI加密货币交易助手，利用它替换了七款浏览器钱包扩展程序，并窃取了用户的密码。惠普（HP）在2026年4月至6月期间发现了此次攻击活动，同时还查明了针对用户的二维码钓鱼攻击、“Phantom Stealer”攻击活动以及其他恶意软件攻击。

JPMorgan Chase & Co. and Banco Santander SA are leading more than £1 billion of debt financing for Drax Group Plc’s purchase of renewable energy company Bluefield Solar Income Fund, according to Bloomberg. The loan backs Drax’s deal for Bluefield Solar Income Fund.

TotalEnergies SE reached an agreement with BlackRock Inc.’s Global Infrastructure Partners for a $1.8 billion capital contribution tied to some assets connected to oil and gas developments in Africa, according to Bloomberg.

India will get its first dengue vaccine, Qdenga, next year, according to Bloomberg. The rollout by Dr. Reddy’s Laboratories of Takeda Pharmaceutical’s jab marks a key milestone in efforts to control the infectious disease, which remains a major public health concern in the South Asian nation.

Software stocks, which investors had written off earlier this year on fears that artificial intelligence would hurt the business, have regained support after strong earnings, according to Bloomberg. The source said the earlier view that the sector faced imminent demise was greatly exaggerated.

从Monid实测鸭子视频的账单说起，拆解软件按能力单卖的批发市场逻辑。

BTC近期强势或意味着周期底部已经出现，但局部底部仍存在不确定性。

韩国对预测市场的打击行动已从封禁Polymarket转向追查其用户。

一位 40+ 连续创业者拆解 AI 真假需求与行业落地，认为 AI 是平权而非集权。

黑客入侵了HBO Max的Reddit认证账号，并在约48小时内发布了108条恶意广告，利用伪造的HBO Max、AI和开发者软件在Windows及macOS系统上传播恶意软件。此次攻击活动主要针对密码、浏览器数据和加密货币钱包，随后Reddit封禁了该账号并删除了恶意广告。

接下来值得看的，不只是哪个平台能把更多股票价格搬上链，而是谁能在保留链上交易体验的同时，把分红、投票等股东权利也真正交到持有人手里。

五年窗口，发行人一票否决、与DeFi划清界限。这份被加密行业苦等已久的框架，既是一场监管破冰，也是一次精准筛选。