News linked to this event type.
According to TechFlow Research, Morgan Stanley released a research report on July 27, quantifying for the first time the Incremental Return on Invested Capital (ROIC) of Generative AI investments. The report constructed three estimation frameworks: the ROIC for hyperscale cloud service providers' GPU leasing business is approximately 31%, the ROIC for proprietary infrastructure model API business is approximately 46%, and the ROIC for third-party compute API business is approximately 25%. Under base case assumptions, a single 1 gigawatt (GW) data center is configured with approximately 410,000 NVIDIA GB300 GPUs, with a utilization rate of 75% and an hourly leasing price of $8.5. The combined capital expenditure of the three major cloud giants is expected to exceed $1.4 trillion. Morgan Stanley maintains an Overweight rating on Microsoft, Amazon, Meta, and Google. The report points out that as AI moves from the training phase to the inference phase, demand for GPU compute power will continue to grow. Providers with self-built compute infrastructure will achieve considerable profits by leveraging their pricing power in an ecosystem where compute is scarce. If Morgan Stanley's calculations hold true, the hundreds of billions of dollars in AI capital expenditure will shift from being perceived as "costs" to "growth assets".
Approximately one month after its launch, Robinhood Chain has surpassed Solana in two metrics: Meme coin trading volume and the number of tokenized stock holders. On-chain data shows that Robinhood Launchpad's weekly trading volume reached $1.23 billion, surpassing Solana's core Meme coin platform PumpSwap's $1.22 billion for the first time; in terms of tokenized stock asset holders, Robinhood Chain leads with 330,000 users, followed closely by Solana with 281,000, while BNB Chain ranks third with 214,000. However, the lead in holder count has not translated into an advantage in asset scale—Robinhood Chain accounts for only about 1% of the over $2 billion tokenized stock market. Additionally, Meme coin hype cooled off towards the end of the month, with the chain's DEX daily trading volume falling from a peak of $900 million to around $500 million. To date, Robinhood Chain has generated cumulative revenue of approximately $3 million. On the stock front, institutional analysts from Bernstein, Goldman Sachs, and others maintain a bullish outlook on HOOD stock, with a target price of $122, representing approximately 31% upside potential from the current price of $92.7.
According to The Block, 44 state attorneys general led by Ohio Attorney General Andy Wilson jointly submitted a public comment letter to the Commodity Futures Trading Commission (CFTC), stating that the CFTC's proposed rules exceed the authority granted by the Commodity Exchange Act and requesting them to redraft new rules compliant with the Constitution. The letter emphasized that sports betting has historically fallen under state-level regulatory jurisdiction, and the federal government has never intervened. Meanwhile, the NFL also wrote to CFTC Chairman Michael Selig, requesting to curb the expansion of sports prediction markets, arguing that the current proposed rules are insufficient to protect the integrity of events. Currently, the legal battle between states and the CFTC continues to intensify: a Minnesota court ruled to suspend the enforcement of the state's prediction market ban, allowing Kalshi and Polymarket to continue operations; however, a New York federal judge again refused to block New York State from enforcing gambling laws against Kalshi, and Michigan and Washington states have also issued temporary injunctions restricting Kalshi from conducting sports event contract business locally.
According to Yonhap News, South Chungcheong Province, South Korea (a wide-area administrative division located in the west-central part of South Korea, with Hongseong as its capital), has completed its first organizational reform since the 9th elected term. The relevant ordinance was deliberated and passed by the Provincial Council on the 29th and will officially take effect on August 10. This reform newly established the "AI Basic Social Health and Welfare Office" and the "AI Industry Innovation Bureau," responsible for integrating AI into the field of public welfare and promoting regional industrial AI transformation, respectively; at the same time, the "Youth Growth Bureau" was newly established to coordinate youth employment, housing, and regional settlement support, and the "Social Solidarity Economy Bureau" is responsible for fostering social enterprises and cooperatives.
According to Cointelegraph, the UK Financial Conduct Authority (FCA) has released a "Stablecoin Sprint" policy research report, consolidating opinions from industry participants such as banks, payment companies, and stablecoin issuers. The report indicates that stablecoins currently demonstrate the most prominent advantages in the cross-border payment sector, particularly offering significant benefits to emerging markets with limited access to US dollars; however, in UK domestic retail payment scenarios, due to the existing payment system being relatively fast and low-cost, consumers lack the motivation to switch, and adoption is expected to be relatively slower. The aforementioned research findings have been incorporated into the final regulatory rules released by the FCA on June 30, requiring stablecoins issued in the UK to be fully backed by reserve assets and redeemable at par value.
: MARA CEO Fred Thiel stated that power used for AI infrastructure can generate higher returns than Bitcoin mining, with the same amount of electricity dedicated to AI yielding more revenue. MARA still plans to continue mining in regions where low-cost or surplus energy is economically attractive. Thiel said that MARA began acquiring sites previously hosting mining rigs between late 2023 and early 2024, and by the end of 2024, it had owned infrastructure supporting approximately 70% of its operations. The company then shifted its focus to energy assets. MARA has partnered with Starwood to establish a platform, with a near-term target of approximately 1 GW of computing capacity, and plans exceeding 2.5 GW. In July, MARA also agreed to acquire a site in Texas that can access approximately 2 GW of power for digital infrastructure.
the UK Financial Conduct Authority (FCA) has published the results of its March Stablecoin Sprint policy initiative, which brought together banks, payment companies, stablecoin issuers, and other industry participants to explore the use of stablecoins. Participants indicated that cross-border payments are the clearest near-term use case for stablecoins, particularly in emerging markets with limited access to US dollars. In major payment corridors where existing systems are already fast and relatively low-cost, stablecoins offer fewer advantages. Participants also noted that the incentive for domestic UK consumers to shift to stablecoin payments is limited, given that existing payment methods are already fast and low-cost. However, merchants could benefit from lower costs and faster settlement times. The feedback has been incorporated into the FCA’s final rules on June 30 and will influence its subsequent stablecoin payment policies.
as the esports event prediction market continues to heat up, the League of Legends LCK (Legends Group Round 3-4) is featuring a marquee matchup: T1 will face KT Rolster at 18:00 (UTC+8) on July 29. According to the latest data from the Gate prediction market, T1 currently holds a support rate of approximately 79%, while KT Rolster stands at around 22%. The Gate prediction market closely follows global sports and esports hotspots, continuously enriching trading scenarios to deliver an efficient and seamless one-stop prediction experience for users.Gate is launching the "Esports Peak Trading Season" from July 20, 16:00 to August 10, 16:00 (UTC+8), with a total prize pool of 200,000 USDT. After registering, users who participate in designated esports event prediction trades on the Gate prediction market can unlock newcomer benefits, weekly task rewards, and compete on the esports prediction trading leaderboard. As the first centralized exchange to integrate with Polymarket, Gate has become a key gateway for users to engage with prediction markets. Users can access Gate Polymarket via the Alpha section on the Gate App homepage, using USDT in their accounts to conveniently participate in prediction market trades for popular esports events and championship outcomes. Users can also leverage the "Smart Money" feature to track the positions and market judgments of high-win-rate traders, gaining additional reference for esports event predictions. Gate is continuously expanding the application scenarios of its prediction market, offering users a diversified prediction trading experience covering popular esports events and other major happenings.
According to official sources, MGBX will launch BITOUSDT, TBTUSDT, and TMFUSDT perpetual contract trading pairs at 18:00 (SGT) on July 29, 2026.Trading Opening Time: 18:00 (SGT) on July 29, 2026Leverage: Up to 25x supported.
Odaily News, March 24 – Antpool mined Bitcoin block 941,881 at UTC time 15:49:35. Foundry USA mined another version of the same height 12 seconds later, briefly creating two competing chains on the Bitcoin blockchain. Subsequently, ViaBTC extended block 941,882 on top of the Antpool version, while Foundry USA also continued to extend its own branch. Foundry USA then mined blocks 941,883 to 941,886 consecutively, giving its branch a cumulative workload lead. Nodes subsequently reorganized to the Foundry USA version, causing the blocks mined by Antpool and ViaBTC to become orphaned. The affected miners lost the corresponding block rewards and fees, and transactions not confirmed on the winning chain re-entered the mempool to be confirmed in subsequent blocks.
Binance Futures will list the PYPLUSDT Perpetual Contract on July 29 at 17:00, the GSUSDT Perpetual Contract at 17:05, and the SMHUSDT Perpetual Contract at 17:10, with a maximum leverage of 20x for all.
Binance announced that it will support the BNB Smart Chain (BEP20) network upgrade and hard fork. To facilitate these arrangements, the platform will suspend deposits and withdrawals for this network starting from 05:55 (UTC) on July 30, 2026, and begin wallet maintenance at 06:00 (UTC), expected to last approximately 1 hour.
According to official sources, a total of 129,396 ZEC were migrated to the Ironwood shielded pool today, worth over $60 million at current value. Officials stated that Ironwood, as Zcash's latest shielded pool, has completed formal verification, supports independent audits, and is currently holding an increasing proportion of shielded funds within the network.
据官方公告，Bithumb 将上线 RLUSD 和 AEON 韩元交易对。
Uniswap founder Hayden posted on X, stating that one of the biggest misconceptions in the DeFi space is that DEX aggregators have eliminated the distribution advantages of AMMs. Listing a token on Uniswap is like being simultaneously listed on all global exchanges for free, something other AMMs cannot achieve.
According to the official announcement, Upbit will list META2 KRW, BTC, and USDT trading pairs.
Odaily Odaily News: OpenAI Codex Product Lead Tibo announced that usage limits have been reset for all ChatGPT Work and Codex users.Tibo stated that recent user feedback indicated GPT-5.6 Sol was consuming Codex limits faster than anticipated. Following an investigation, OpenAI has implemented several optimizations. It is projected that under typical usage scenarios, Sol's limit endurance will improve by approximately 18%, with some users seeing more noticeable improvements starting today.He explained that Sol tends to work for longer periods, make additional tool calls, and coordinate complex processes, while High mode consumes more tokens compared to previous models. Additionally, factors such as parallel tool calls in code mode and increased cached input have also led to higher-than-expected usage for certain tasks.OpenAI stated that Sol represents a significant upgrade to Codex's capabilities, but increased model capabilities do not always translate into efficiency gains. The company will continue to optimize code mode efficiency and restore the five-hour limit that was suspended during the investigation.
1,178 employees from leading AI companies have jointly released a statement titled "Pacing the Frontier," urging the U.S. government to support international cooperation in developing technologies and governance tools to proactively regulate the pace of frontier AI development.The statement says that global leading AI companies believe the future may be approaching the point where automated AI research becomes achievable. Although it is impossible to predict exactly how this will accelerate AI progress, there is a risk that AI capabilities could rapidly surpass human understanding and control.The signatories stated that the industry, governments, and society need to retain the option to "buy time" to address emerging risks, improve safety measures, and strengthen regulation. However, due to competitive pressures faced by both companies and nations, the world currently lacks governance mechanisms capable of proactively controlling the pace of frontier AI development.The statement notes that frontier AI agents are already capable of discovering and exploiting real software vulnerabilities, and could be used for large-scale cyberattacks in the absence of safety measures.Employees from multiple organizations including OpenAI, Anthropic, Google, and Meta have signed the statement, and believe there is a need to establish international coordination mechanisms to reduce potential risks while advancing AI development.
Emirates Airlines has officially offered cryptocurrency payment options via Crypto.com Pay. Users can complete payments on the official website and within the app, with transactions settled in UAE dirhams and complying with UAE regulatory requirements. This initiative aims to enhance payment method options and align with the cashless strategy goals under the Dubai D33 Economic Agenda. Crypto.com is responsible for converting the relevant crypto payments into regulated AED stablecoins or fiat currency before settling them to Emirates Airlines.
According to people familiar with the matter, Beijing OceanBase Technology Co., Ltd. (OceanBase) is in talks with investors and plans to conduct a Series A financing round, raising approximately 2 billion to 3 billion yuan (approximately $295 million to $443 million). The financing aims to enhance the company's independent operational capabilities and provide financial support for its expansion into the AI database service sector.