News linked to both this project and an event.
The Situational Awareness fund, managed by "AI Stock God" Leopold Aschenbrenner, accumulated a gain of 439% before June 2026. However, it suffered severe setbacks during the AI sector sell-off in July. The fund is currently communicating with existing investors and lenders to seek new capital and is offering some LPs the opportunity to purchase assets from its portfolio.Sources say this capital discussion appears more like an ad-hoc response than an organized new fundraising round. The fund had previously used leverage through prime brokers at several major investment banks to amplify its AI trading exposure, turning market drawdowns further into funding pressure.In a letter to investors on July 24, Aschenbrenner acknowledged that the fund failed to avoid this market shock, noting that Asian markets were particularly affected. However, he believes this sell-off could present the best buying opportunity since early 2025. He plans to open a window for new capital on August 1st and views Anthropic's potential IPO as a catalyst for the second half of the year.According to disclosures, some holdings saw significant declines in July. Oracle and AMD fell approximately 20% for the month, while Nebius, Saronic AI, Bloom Energy, Sandisk, and others saw even larger drops. The Nasdaq 100 index fell about 10% in July, and South Korea's Kospi index dropped by roughly one-third.Currently, lacking specific data on the fund's exact drawdown magnitude, it is difficult to determine whether this fundraising is a passive capital injection driven by leverage pressure or an active move to increase positions for an opportunity. However, market trends suggest it is closer to the former. If forced selling occurs, the deleveraging process could also create discount opportunities in assets whose fundamentals haven't materially changed.
Ethereum staking protocol Lido stated on X platform that today's stETH Rebase has been completed as expected, and has compensated for the ETH rewards missed yesterday due to calculation deficiencies. The corresponding annual percentage rate (APR) is approximately 2.29%. Additionally, the protocol's oracle has been updated and passed audit. The new version will improve report processing speed and help locate the cause more quickly when similar issues arise in the future.Regarding the yield calculation anomaly that occurred yesterday, Lido stated that contributors are still conducting a root cause analysis. Further investigation details will be published on the official forum and social platforms. Throughout the entire incident, user funds were never at risk. Preliminary analysis suggests the issue may have stemmed from a specific edge case: the yield report from yesterday omitted a validator that was in a pending deposit status, causing some staking rewards to be excluded from the calculation.Lido stated that a complete post-mortem report will be released in the coming days to further explain the cause of the issue, remediation measures, and subsequent improvement plans.
the U.S. Pentagon has announced the signing of an enterprise software agreement with Oracle valued at nearly $7 billion, with a maximum term of 10 years. This agreement consolidates the Department of Defense's existing on-premise software licenses under a unified contract to reduce costs associated with fragmented procurement. Negotiated by the Department of the Navy, the agreement has a five-year base period and includes a five-year renewal option, covering the U.S. Department of Defense, the Coast Guard, and intelligence agencies. Previously, in May of this year, the Pentagon signed a similar software consolidation agreement with Microsoft valued at $96.9 billion over five years. (Reuters)
According to the official announcement, Binance will add 10 bStocks tokens as eligible collateral assets to Cross Margin, Portfolio Margin, and Portfolio Margin Pro on July 22, 2026 at 13:30 (UTC), including SouthKoreaBull3XETF (KORUB), AXT (AXTIB), CoreWeave (CRWVB), DirexionMUBull2XETF (MUUB), GraniteShares2XLongMRVLETF (MVLLB), Tradr2XLongSNDKETF (SNXXB), GraniteShares2XLongINTCETF (INTWB), ProSharesUltraProQQQ (TQQQB), Quantinuum (QNTB), and Oracle (ORCLB). Margin trading for the corresponding bStocks trading pairs will be enabled simultaneously. This feature is available only to VIP3 and above users; borrowing is not currently supported.
According to the official announcement, Binance will open 10 bStocks trading pairs—AXT (AXTIB), CoreWeave (CRWVB), GraniteShares 2X Long INTC ETF (INTWB), South Korea Bull 3X ETF (KORUB), Direxion MU Bull 2X ETF (MUUB), GraniteShares 2X Long MRVL ETF (MVLLB), Oracle (ORCLB), Quantinuum (QNTB), Tradr 2X Long SNDK ETF (SNXXB), and ProShares UltraPro QQQ (TQQQB)—on July 22, 2026 at 21:30, simultaneously supporting spot algorithmic trading bots and Binance Convert zero-fee trading.
SlowMist issued a security warning stating that 42DAO suffered an attack, with losses of approximately $912,000. The attack was caused by the attacker exploiting the abnormally low price of BTCB provided by Median Oracle, completing the exploitation through the poke mechanism of the Spotter contract and the bark mechanism of the Dog contract.
AMD has officially launched its first rack-scale AI system for artificial intelligence, Helios. This is seen as AMD's key product to rival Nvidia's Grace Blackwell and Vera Rubin AI systems. It has been adopted by enterprise customers including Microsoft, Meta, OpenAI, and Oracle, as AMD seeks to mount a more direct challenge to Nvidia in the AI infrastructure market.Microsoft announced it will deploy the AMD Helios system in its Azure data centers, becoming the latest customer to adopt the platform. AMD stated that Helios is expected to begin shipping to customers later this year and will be used to support frontier AI model inference, Azure AI services, and enterprise-level AI applications. Data from market research firm Futurum Group shows that Nvidia currently holds over 95% of the data center GPU market share, while AMD holds approximately 4.5%. Analysts believe that if Helios deployment goes smoothly, AMD has the potential to capture 20%-25% of the market share in the future, corresponding to a potential market space worth hundreds of billions of dollars. (CNBC)
AI data center Crusoe Energy Systems is in talks for a new round of financing worth approximately $3 billion. Upon completion of this round, the company's valuation is expected to roughly triple from the previous round, reaching the $30 billion range.Founded in 2018, Crusoe initially started with crypto-related businesses before transitioning into an AI infrastructure and data center service provider. It is currently categorized as one of the "neocloud" firms, a new type of cloud computing company focused on providing computational power support for generative AI. The company has signed compute supply contracts with tech giants including Meta and Oracle. As demand for AI infrastructure construction surges, the scale of its compute business continues to expand.According to previously public information, Crusoe completed a funding round of approximately $1.38 billion last year, with a valuation exceeding $10 billion. If this new round is successfully completed, it would become another large-scale capital move in the AI infrastructure sector.Market sources estimate that the final valuation for this round could be around the $30 billion level, but the deal is still in progress and has not yet been finalized. (Reuters)
据 QCP Capital 于 6 月 10 日发布的市场报告，当前跨资产抛售由多重因素共振驱动：一是地缘政治层面，美伊军事冲突升级、霍尔木兹海峡通行前景不明，市场同步定价军事风险与能源中断风险；二是宏观层面，上周强于预期的非农数据重燃通胀担忧，市场对美联储 2026 年加息概率的预期明显上升，当日发布的 CPI 数据（市场预期 headline 通胀高于 4.2%）成为最大宏观变量，若再度超预期将进一步强化鹰派路径；三是 AI 交易层面，Oracle 财报面临高预期与低容错的双重压力，Broadcom 上周的市场反应已发出警示，任何前瞻指引或利润率的失望均可能拖累股市。加密市场与上述风险情绪高度联动，在 CPI 与 Oracle 财报落地前，市场料将维持脆弱、对消息面高度敏感的状态。
WINkLink Oracle has officially announced support for KGST price data and launched the KGST/TRX trading pair. By delivering stable, decentralized on-chain price feeds, WINkLink will enable $KGST to integrate more efficiently and securely into the TRON DeFi ecosystem—supporting a wide range of on-chain financial use cases including lending, trading, and stablecoin swaps. This price feed service takes effect starting May 14, 2026 (Singapore Time). Users can now visit the price feed details page to view real-time data; the KGST/TRX price feed contract address is also live. Community members are invited to learn more at https://winklink.org/#/feed/ocr:kgst-trx. Moving forward, WINkLink will continue providing reliable oracle infrastructure for the TRON ecosystem.
According to monitoring by Odaily Seer’s Oracle Channel, the Polymarket probability of "Strait of Hormuz returning to normal by June 30" has dropped to 25%, a 25% decrease in a single week. The total trading volume for this event has now approached $12 million.The contract rules for this event are as follows: If the IMF Portwatch reports that the 7-day average number of vessel arrivals at the Strait of Hormuz on any date between the market creation and June 30, 2026, is equal to or greater than 60, the market will be resolved as "Yes"; otherwise, it will be resolved as "No." Daily vessel arrivals include container ships, bulk carriers, roll-on/roll-off ships, general cargo ships, and oil tankers. Vessels not reported by IMF Portwatch will not be considered.Previously, US and Iranian forces clashed again near the Strait of Hormuz. However, Trump stated earlier today that negotiations with Iran regarding a temporary peace agreement would "yield good results," and he faces a balancing act between potential criticism if Washington agrees to unfreeze billions of dollars in Iranian funds at Tehran's request. Trump had indicated last Friday that he would make a "final decision," but he postponed it as both sides continue to negotiate details, including Iran's stockpile of highly enriched uranium and how to reopen the Strait of Hormuz waterway (which may require demining first).The Odaily Seer’s Oracle Channel continues to monitor the prediction market. See changes before they are priced in.
According to the official announcement, to celebrate its fourth anniversary, Huobi Community launched the themed campaign “Four Years Together, Grateful for Your Presence” from May 19 to June 11, and unveiled the dedicated page “Community Co-Journey Archive.” This special page features four major sections: “Community Prophecy Highlights,” “Milestones of the Fourth Anniversary,” “Annual Data Report,” and “User Memory Wall,” enabling users to revisit top posts, trending topics, and the “Top Creators List” of the year. The themed campaign comprises four interactive activities: 1. **The “Oracle Challenge”** runs from May 20 to May 29. Every day at 11:00 a.m., the platform posts the day’s trending token in the campaign thread; users submit their prediction—“up” or “down”—for the next day’s price movement. Results are determined by comparing the Huobi HTX closing price at 11:59 p.m. against the opening price that day. Each day, 20 correct predictors are randomly selected to receive rewards. 2. **The “Wealth Story Submission Campaign”** runs from May 19 to June 7. Users can post stories about their personal experiences or investment insights under the hashtag #HuobiCommunity4thAnniversary# to compete for three tiers of awards, including the “Annual Story Award.” 3. **The “Fourth Anniversary Meme Relay Contest”** runs from May 20 to June 8. Users may post original memes, emoji packs, or humorous anecdotes in the comment section of the campaign thread; an official judging panel will select the top three “Meme Relay Champions.” 4. **“My First Time in the Community – Memory Collection”** launches concurrently. Users are invited to share their first comment, first article, or most memorable discussion on Huobi Community; selected submissions will be featured on the “User Memory Wall” section of the dedicated page.
According to the official announcement, Binance Futures will gradually launch six USDⓈ-margined perpetual contracts tracking U.S. equities between 13:30 and 13:55 UTC on May 15, 2026. The new contracts are: LITEUSDT (Lumentum Holdings), ORCLUSDT (Oracle), DISUSDT (Disney), UBERUSDT (Uber), CSCOUSDT (Cisco), and HDUSDT (The Home Depot). All contracts are settled in USDT, offer up to 10x leverage, feature a funding rate cap of ±2.00%, are settled every eight hours, support 7×24 trading, and operate under a multi-asset margin model.
According to an official announcement, WINkLink, a leading decentralized oracle platform, has officially added price feeds for the stablecoin $U, with the initial launch of two core trading pairs: $U/TRX and $U/USD. This move will provide reliable and trustworthy data support for $U within the TRON DeFi ecosystem, further strengthening its usability and security, and laying a solid foundation for the implementation of more innovative financial use cases in the future.
Oracle service Pyth has officially launched the Pyth Data Marketplace and secured support from six major financial institutions as data publishers. The newly joined institutions include Euronext, Exchange Data International, Fidelity Investments, OTC Markets Group, SGX’s FX data business, and Tradeweb—entities that previously distributed data primarily through traditional data vendors and proprietary terminals. The Pyth Data Marketplace enables institutions to distribute proprietary data—including macroeconomic indicators, over-the-counter (OTC) pricing, and foreign exchange benchmarks—while retaining full ownership, pricing control, and attribution rights.