According to Odaily, renowned crypto KOL Ansem stated that institutional funds are turning bullish on the market. For example, billionaire Stanley Druckenmiller has bought HYPE, Robinhood has launched its own L2, and hedge fund giant Paul Tudor Jones has increased his Bitcoin holdings. Meanwhile, the crypto regulatory environment has improved significantly, but crypto-native investors remain broadly extremely pessimistic. Ansem believes that the coexistence of institutional bullishness, regulatory improvement, and extreme pessimism within the market constitutes the typical conditions for a market bottom formation.

Odaily News: Tesla has launched the Doubao large language model. According to reports, it is now being rolled out to Tesla's in-car systems. (Volcano Engine)

Odaily Planet Daily News Bybit today added three US stock perpetual contracts: Roundhill Magnificent Seven ETF (MAGSUSDT), Home Depot (HDUSDT), and Analog Devices (ADIUSDT), with leverage up to 25x. A limited-time fee discount is also available during the launch period: 0% for limit orders and 50% off for market orders.

According to Odaily Meme Flash monitoring, the Intismeran community is heating up on Solana, with a current market cap of $550,000. Chat A noted that Merck and Moderna's personalized mRNA cancer vaccine Intismeran, combined with Keytruda, showed positive results in Phase 3 trials. Subsequently, someone launched a token on Solana named "cancer vaccine," with its ticker directly copying the vaccine drug name Intismeran. Some on X have pointed out that this token capitalizes on Moderna's just-announced news of Intismeran passing Phase 3 clinical trials, with both its name and logo designed to be vaccine-related. The above content is compiled based on public information, and readers should verify its authenticity themselves. Meme coin prices are highly volatile, so please take care to protect your assets.

Odaily News: Arthur Hayes stated on the X platform that the FLOP whitepaper has not been released yet, as the team is still communicating with stakeholders to ensure the final technical design and tokenomics plan are refined. Previously, the team announced it would gather more feedback, and it is expected that a concise infographic containing tokenomics details will be released starting next week.

Odaily Planet Daily News: Asset tokenization platform Centrifuge has announced its integration with Liquid Lane, a liquidity network launched by Symbiotic, to provide on-chain liquidity support for three of its tokenized funds, covering fund products with approximately $1.6 billion in assets under management.

The integration involves Janus Henderson's JAAA (AAA-rated collateralized loan obligation strategy fund), JTRSY (short-term U.S. Treasury strategy fund), and NYLIM's HYB (U.S. high-yield corporate bond fund). Through Symbiotic Liquid Lane, eligible fund holders can exchange their fund tokens for USDC via an on-chain request-for-quote (RFQ) market, enabling instant liquidity. This mechanism allows market makers to draw funds from liquidity vaults to meet investor redemption demands, and subsequently redeem fund tokens through the issuer or sell them in other RFQ transactions.

Centrifuge stated that this solution separates investors' instant access to USDC liquidity from the traditional fund redemption process, making tokenized funds more adaptable to the trading demands of on-chain financial markets. (Cointelegraph)

Odaily News: PayPal and Venmo are expanding into the tuition payment space through new integrated services, having reached new partnerships with three major education payment platforms.

Odaily News: Coinbase has announced that Brazilian users can now buy and sell USDC directly with Brazilian Real on the Coinbase Advanced platform, eliminating intermediate conversion steps and reducing the cost of acquiring USDC by 85%. Coinbase stated that stablecoins are becoming the cornerstone of the global financial system, with global stablecoin settlement volume exceeding $30 trillion in 2025, of which Coinbase's annual settlement volume approaches $1 trillion.

Odaily Planet Daily News Citrini analyst Jukan stated on X platform that in the future, "Made in USA" semiconductor products may gain market premiums due to supply chain stability advantages. Korean memory chip companies need to respond to this trend by building wafer fabs in the US. Currently, US-made optical module products have already begun to reflect premiums. For example, optical communications company AAOI has stated that optical modules produced in the US can command higher prices. Meanwhile, US hyperscalers are also willing to pay additional premiums for US-made Micron DRAM.

Jukan believes that the price advantage of US-made chips does not come solely from the products themselves, but reflects the value of supply chain stability and supply assurance. Against the backdrop of ongoing adjustments in the global semiconductor supply chain, companies and customers are increasingly valuing localized production capacity to reduce geopolitical and supply disruption risks.

Regarding Korean memory manufacturers, Korean companies need to actively advance the construction of US-based production capacity, a trend that has already begun to emerge. For example, SK Group Chairman Chey Tae-won has previously discussed plans to build a memory chip front-end wafer fab in the US on multiple occasions.

As AI infrastructure construction drives growth in memory demand, and regionalization trends in the global supply chain continue, US-made semiconductors may form a new pricing system. Chip companies with US-based production capacity will gain additional advantages in future market competition.

Odaily News: Blockchain data analytics platform Nansen released its "Starknet H1 2026 Report," stating that in the first half of 2026, Starknet completed its strategic transformation from a high-performance Layer 2 network to a "privacy-preserving execution layer." The launch of the STRK20 privacy framework and the Bitcoin asset strkBTC became the ecosystem's most significant upgrades.

The report notes that as an Ethereum-based ZK-Rollup network, Starknet generates STARK proofs off-chain and verifies them on-chain, achieving high throughput and low transaction costs. Its smart contracts use the Cairo language, specifically designed for verifiable computation, and support native account abstraction functionality.

In the first half of this year, Starknet launched the v0.14.2 upgrade, introducing the SNIP-36 protocol to lay the technical foundation for private transactions. This upgrade allows the network to directly verify off-chain execution proofs, enabling confidential state transitions without exposing account balances or counterparty information. Additionally, SNIP-37 adjusted the network's economic model, increasing storage costs while lowering base gas fees to optimize incentives for long-term state growth.

In terms of privacy applications, Starknet launched the STRK20 privacy framework, which allows users to convert any ERC-20 asset into encrypted balances and conduct private transfers, trades, and DeFi interactions. The system is built on zero-knowledge proof technology and implements compliant auditing through an encrypted viewing key mechanism, protecting user privacy while supporting targeted information disclosure in regulatory scenarios.

On-chain data shows that in Q2 2026, Starknet recorded an average daily transaction volume of approximately 239,000 and an average of about 50,000 daily active addresses. During the period, a total of 22.5 million transactions were completed, involving approximately 71,000 users. Among these, DEX aggregator AVNU contributed roughly 14 million transactions, accounting for 62.2% of total volume; gaming infrastructure Cartridge contributed 6.57 million transactions, with the two combined accounting for approximately 91% of transaction activity.

Odaily News: Crypto financing firm Antalpha reported its second-quarter financial results, with revenue of $12.2 million, down 28% year-over-year, and a net loss of $12.5 million.

Antalpha stated that its second-quarter performance was impacted by fair value losses on tokenized gold holdings. Due to fluctuations in the prices of related assets, the company recognized certain unrealized losses, which weighed on overall financial results. The 28% year-over-year decline in revenue indicates ongoing pressure on crypto market financing demand and institutional trading activity. Market observers believe that as the market environment for Bitcoin and other digital assets evolves, the profitability of companies providing crypto financial services will continue to be influenced by asset price cycles.

Antalpha primarily offers institutional clients crypto asset financing and related financial services, with operations spanning digital asset collateralized lending and liquidity management. This loss reflects that, as institutions gradually increase their on-chain asset allocations, crypto financial firms are also facing financial pressure stemming from digital asset price volatility and changes in asset valuations. (The Block)

Odaily News, Bitwise Chief Investment Officer (CIO) Matt Hougan stated that the market may be significantly underestimating the scale of future blockchain trading activity. As real-world asset (RWA) tokenization and AI agents reshape financial markets, on-chain transaction volume could potentially grow 50x or even 100x in the future.

In his latest investment memo, Hougan pointed out that crypto investors currently hold three major misconceptions, one of which is underestimating the future reach of blockchain applications. He believes that bringing traditional assets on-chain and AI agents participating in trading will significantly boost on-chain activity. The tokenized stock market alone could bring a 10x increase in trading volume. He noted that traditional stock markets are typically only open from 9:30 AM to 4:00 PM Eastern Time on weekdays, offering roughly 33 trading hours per week. In contrast, tokenized stocks enable 24/7 trading, expanding available trading hours to 168 hours per week. If AI agents are later deployed to automatically execute trades on behalf of investors, trading frequency could increase even further.

However, Hougan also acknowledged that increased trading hours do not necessarily translate into proportional volume growth, but AI and automated trading could become key drivers of on-chain activity expansion. Investors are currently still valuing related platforms based on the existing scale of the crypto market, overlooking the potential market expansion brought by tokenization. For instance, the decentralized exchange Uniswap could one day expand its services from crypto assets to traditional asset markets such as stocks, bonds, and real estate. (The Block)

Odaily Planet Daily News: According to an internal memo, Bank of America has hired two managing directors to further expand its technology business. Asad Mahmood, formerly a managing director at Barclays, will join in the fall, focusing on the semiconductor and quantum computing sectors, and will be based in Palo Alto, California. Gregory Reider will join Bank of America's Brazil technology investment banking team this week, responsible for technology and fintech business in Latin America. The memo shows that Reider was previously a co-founder and managing partner of Volpe Capital, a venture capital firm focused on Latin America. A Bank of America spokesperson confirmed the contents of the memo. (Bloomberg)