Odaily News, CZ stated at the offline "Binance Life" book meetup in Hong Kong that, as a financial hub, Hong Kong possesses unique advantages in fintech talent, mainland talent mobility, and institutional connectivity. Hong Kong and Web3 form a strong combination. In addition to Hong Kong, he also holds a positive outlook on Dubai, Abu Dhabi, and the United States following its policy shift toward supporting the crypto industry.
CZ noted that the development pace of RWA has significantly exceeded his previous expectations, particularly regarding the tokenization of securities. Compared to traditional stocks, which are subject to account opening thresholds, trading hours, and geographical restrictions, tokenized assets can directly reach global investors, helping to improve asset accessibility and liquidity. He believes RWA will become an important development direction in the future, and that stablecoins are essentially a form of RWA representing fiat currency on-chain. In the future, more countries may promote the tokenization of their national currencies.
Furthermore, CZ stated that over the past eight years, DEXs have gradually evolved from Uniswap and PancakeSwap to Hyperliquid, with infrastructure and user awareness having matured significantly. If regulatory policies continue to ease, the development pace of DEXs and the broader crypto industry may accelerate further in the coming years.
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Odaily News: Shanghai police have cracked a major underground bank case involving cross-border currency exchange through virtual currencies, arresting over 70 suspects with the total amount involved exceeding 20 billion yuan.
Odaily News, according to GMGN market data, Solana ecosystem Meme coin fone's market cap briefly surpassed $8 million, currently reported at approximately $7.9 million, with an intraday surge of over 254x.
In terms of narrative, fone revolves around the "apeonfone" concept, summarizing the trend of this Meme coin cycle toward increasingly mobile and social trading as "an ape on a phone." The project community draws parallels to the previous cycle's dogwifhat "a dog with a hat" narrative, emphasizing a trading approach where users browse social media on their phones, receive calls to action, and directly purchase Meme coins.
Odaily reminds that Meme coin prices are highly volatile, and such community narrative-driven tokens lack stable fundamental support. Please be aware of trading risks.
Odaily News: Ledger Chief Technology Officer Charles Guillemet stated that a smart contract security company recently claimed to have discovered a vulnerability in the Ledger Ethereum app. The Ledger Ethereum app did previously contain a vulnerability related to certain Clear Signing processes, but it was identified by Ledger's in-house security research team, Donjon, using an AI-driven vulnerability research tool, and was fixed and deployed two weeks ago. The security company in question only contacted Ledger's bug bounty program after the fix had already been completed, failing to follow responsible disclosure procedures and without communicating with the bug bounty team, then published content implying that the issue remained unresolved. Guillemet stated that users who promptly update their Ledger device firmware, Ledger apps, and related software will receive the latest security fixes.
Odaily News: According to Lookonchain monitoring, an address created a new wallet and deposited 5 million USDC into Hyperliquid, then opened a 20x leveraged short position on 8,155 ETH and 247.6 BTC, with position values of $20.33 million and $19.49 million respectively.
Odaily News, according to GMGN market data, the Solana ecosystem Meme coin fone's market cap briefly surpassed $4 million and is now reported at approximately $3.9 million, with an intraday gain of over 97x.
In terms of narrative, fone is built around the "apeonfone" concept, summarizing the trend of Meme coin trading becoming increasingly mobile- and social-driven in this cycle as "an ape on a phone." The project community draws parallels to the "a dog with a hat" narrative of dogwifhat in the previous cycle, emphasizing a trading style where users browse social media, receive calls, and directly buy Meme coins via their phones.
Odaily reminds that Meme coin prices are highly volatile, and tokens driven by such community narratives lack stable fundamental support. Please be aware of trading risks.
According to Odaily, data from DefiLlama shows that Gate's 24-hour net capital inflow exceeded $20.54 million, ranking second globally among centralized exchanges.
Odaily News: The Governor of the Bank of Korea stated that it is expected to gradually raise interest rates.
Odaily Blockstream has submitted a Bitcoin Improvement Proposal outlining specific upgrade recommendations for its post-quantum signature scheme, SHRINCS. SHRINCS has completed production-environment testing on Blockstream's Liquid sidechain, with a minimum signature size of 548 bytes—roughly nine times larger than Bitcoin's existing 64-byte Schnorr signatures, but smaller than NIST-approved schemes such as SPHINCS+. Blockstream research indicates that if SHRINCS were adopted, Bitcoin throughput could be maintained at approximately 3 TPS, close to current levels; however, if a NIST-approved scheme were adopted instead, throughput could drop to between 0.36 and 0.5 TPS.
Odaily 星球日报讯 Liquid Capital 创始人易理华在 X 平台发文表示,目前市场仍处于牛市趋势,压力位盘整以及上涨后的高位回调均属正常现象,其策略是在高位平多后,等待合理回调继续做多。
易理华认为,至少到 2028 年市场都将维持牛市趋势,建议尽量避免做空。同时其表示,风险资产正迎来投资机会,AI 也远未达到泡沫阶段,当前应重点把握风险资产与 AI 两轮投资机会。
Odaily reported that, according to Lookonchain monitoring, a trader who had been inactive for 2 years has once again purchased 95,928 SOL, valued at $9.74 million. Over the past 3 years, this trader has completed 2 SOL swing trades, both buying low and selling high, with cumulative profits of $4.95 million.
Odaily Planet Daily News: FinTax, a provider of cryptocurrency financial and tax solutions and their AI infrastructure, has announced the completion of its seed round of financing, led by YZi Labs (through EASY Residency S4), with participation from Amber, Hash House, Pundi AI, Waverider International, and Nexus Holdings, at a post-investment valuation of $40 million. Previous round investors include Victory Courage, BGIN, Tools Factory, and individual investor Fan Chao.
In recent years, YZi Labs has been consistently expanding its presence in stablecoins, RWA, payments, and institutional-grade digital asset infrastructure. Leveraging FinTax's expertise in on-chain data processing, crypto accounting, cross-jurisdictional tax practices, and crypto asset financial auditing, both parties will explore long-term ecosystem collaboration centered on institutional-grade financial and tax infrastructure, compliance standards, and emerging scenarios such as stablecoins, RWA, and payments.
Following the completion of this financing round, FinTax will accelerate the scaling of its five major product lines, expand its business from Asia-Pacific and North America into European and Middle Eastern markets, and deepen the application of AI in complex financial and tax scenarios. FinTax will continue to drive dual iteration of blockchain and legal systems across dozens of jurisdictions, connecting on-chain economic activities with the real-world financial and tax framework.
Odaily News: According to on-chain analyst Ai Yi's monitoring, an address opened a long position on SOL with $2.63 million in margin and 20x leverage, at an average entry price of $79.32. After holding for 18 days, it has generated $11.63 million in profit. Despite SOL breaking above $100, the address has still not taken profits.
Odaily News: According to on-chain analyst Ember's monitoring, after purchasing $24 million worth of HYPE at $68.7 in June, the largest HYPE holder suspected to be associated with a16z has once again bought and staked HYPE. Within the past day, the entity deposited 36 million USDC into Hyperliquid through 12 addresses to purchase HYPE. So far, it has used 24 million USDC to buy 282,090 HYPE at an average price of $81.5. The entity currently holds and stakes a total of 4.679 million HYPE, valued at $381 million, with an average price of approximately $65.6, resulting in a profit of $74.4 million.
Odaily News "White-Haired Stock God" Serenity stated that the AI demand signals released by Nvidia's latest earnings report and conference call are clearly stronger than market expectations. Nvidia reported second-quarter revenue of $96.22 billion, surpassing the market expectation of approximately $92.17 billion, with data center revenue reaching $89 billion. The company expects next quarter's revenue to be approximately $108 billion.
Serenity specifically pointed out that Nvidia projects fiscal 2028 revenue growth of about 70%, significantly higher than the previous market expectation of roughly 43.9% growth, and noted that the company stated this outlook remains in a "supply-constrained" state. Meanwhile, Nvidia's committed order volume has increased from $119 billion last quarter to $279 billion, primarily involving memory procurement over the next several years.
Additionally, Nvidia expects capital expenditures from the top five hyperscale cloud service providers to rise from nearly $800 billion in 2026 to $1.3 trillion in 2027. Serenity believes there are currently no obvious signs of an AI demand slowdown, and compared to Nvidia itself, the growth opportunities brought to supply chain segments such as memory, CPO, and 800V through its architecture and capacity expansion deserve more attention.


