Odaily Planet Daily News According to AXIOS, Cisco (CSCO.O) is partnering with Super Micro Computer (SMCI.O) to add high-performance AI servers to its NVIDIA-backed infrastructure product portfolio, further expanding its business beyond networking equipment to sell more of the devices required to run AI. Cisco is doubling down on its AI infrastructure business, betting that computing demand will not slow down in the foreseeable future. Cisco stated that the company is working with Super Micro to add high-density liquid-cooled and air-cooled computing systems to its Secure AI Factory solution, developed in collaboration with NVIDIA. (Jin Shi)
Odaily星球日报讯 美国至 8 月 8 日当周 ADP 就业人数周度变动 1.175 万人，前值 0.95 万人。(金十)
Odaily星球日报讯 BitcoinTreasuries.NET 在 X 平台发文表示，比特币储备公司 Strive 市值达到 17 亿美元，股价上涨至 20 美元以上，超过美国快餐巨头 Wendy's。
Odaily News – Digital asset management firm Grayscale’s Zcash ETF began trading on NYSE Arca on Tuesday under the ticker ZCSH. The product is the world’s first exchange-traded product offering spot exposure to Zcash, allowing investors to track the price of ZEC through a securities account without needing to directly purchase or store the token.
ZCSH was formerly the Grayscale Zcash Trust, established in October 2017 as a private placement. Grayscale filed an application with the U.S. Securities and Exchange Commission in November 2025 to convert the trust into an ETF, with shareholders holding shares that track the value of the fund’s ZEC holdings rather than holding ZEC directly.
In May of this year, security researcher Taylor Hornby, using Anthropic’s Claude Opus 4.8, discovered a four-year-old vulnerability in Zcash’s Orchard shielded pool that could have allowed an attacker to mint counterfeit ZEC. Developers deployed an emergency patch on June 1, but due to the privacy mechanism, it was impossible to cryptographically confirm whether the vulnerability had been exploited.
Zcash activated the Ironwood upgrade in July, replacing the Orchard pool with a new shielded pool and introducing accounting rules that limit the amount of ZEC exiting the old shielded pool to no more than the amount entering it. Grayscale stated it will monitor adoption of the Ironwood upgrade, network security, exchange support, and the regulatory landscape for privacy assets. (Decrypt)
Odaily星球日报讯 据 SpaceX 股票解锁安排，Gate Pre-IPOs 首期项目 SpaceX（SPCX）将于 8 月 26 日 20:00（UTC+8）进行首批（股票）份额解锁。首批解锁总量为 33,900 SPCX，将按照用户现货账户快照时的实际持仓数量进行 20% 股票解锁，对应股票按 1:1 比例直接发放至 Gate 股票账户。
Gate 是行业首家支持 Pre-IPO 份额解锁，并直接将上市公司股票发放给用户的平台。此次解锁范围包括用户此前通过 Pre-IPOs 认购获得且持有的 SPCX，以及后续买入的 SPCX；已卖出的 SPCX 不计入此轮解锁。用户需提前检查 SPCX 持仓及挂单情况，确保用于这次解锁的 SPCX 处于可用状态。
Gate 将持续为用户提供从 Pre-IPOs 上市前认购、内盘交易到股票解锁进入美股的资产参与体验。本次为 SpaceX（SPCX）首批 20% 股票解锁，剩余部分将根据目标企业解锁规则第一时间处理，以 Gate 官方公告为准。
Odaily星球日报讯 Arthur Hayes가 X 플랫폼에 게시한 글에 따르면, FLOP 에어드랍 자격은 사용자의 테스트넷 활동에 따라 결정될 것이라고 밝혔습니다. 테스트넷 토큰 수전은 Technocore.chat에 출시될 예정이며, 사용자는 AI 에이전트의 DID 키를 통해 접근해야 합니다. 앞서 Hayes는 FLOP이 2026년 4분기에 대규모 에어드랍을 계획하고 있으며, 총 토큰 공급량의 20%를 테스트넷 참여자에게 에어드랍할 예정이라고 밝혔습니다. 이는 10년에 걸쳐 분배되며, 이후 조정될 수 있습니다. 해당 수치를 공개한 이유는 사용자 피드백을 수집하기 위해서입니다. FLOP 토큰은 암호화폐 시장에서 상위 2위 안에 드는 토큰이 될 가능성이 있습니다.
Odaily星球日报讯 美国财政部宣布成立 Quantum-Readiness Task Force，以推动美国金融业有序向量子安全技术和后量子密码学（PQC）过渡。该工作组为公私合作机制，将汇集政府、金融机构、金融市场基础设施、技术提供商及其他私营部门参与者，重点推进三项工作：金融行业协调与 PQC 迁移、第三方及供应商准备，以及数字资产与新兴技术风险。该工作组依据特朗普政府此前发布的第 14412 号行政令，并参考 G7 网络专家组关于向后量子密码学过渡的路线图。
Odaily星球日报讯 前 X 产品负责人 Nikita Bier 在 X 平台发文表示，自己开发了 Cashtags，允许用户直接在帖子中添加 Solana 和 Ethereum 图表，交易按钮即将上线。用户还可以粘贴新铸造代币的合约地址。在其加入 X 之前，X 上没有面向加密货币交易者的功能。牛市正在开始，原因是财政部宣布将回购债券并使美元贬值。
1. 분석: ETH 고래가 다시 수익 구간에 진입, 10만 개 이상 보유 주소의 미실현 손익비가 0.38로 상승;
2. "먼저 10개의 큰 목표를 세우자": Strategy가 다시 연속 BTC 매수를 시작하면 이를 고배율 강세 신호로 간주할 것;
3. "먼저 10개의 큰 목표를 세우자": BTC 롱 포지션을 다시 구축할 기회를 모색할 것이며, 10만 달러 또는 그 이전에 도달할 것으로 예상;
4. Metaplanet CEO: 회사 주식을 매도한 적이 없으며, 지분율 하락은 회사의 증자 때문;
5. 상장 루머 호재 영향으로 PENGU가 지난주 66% 이상 상승;
6. 마지 형이 4억 개 PUMP 롱 포지션을 새로 개설, 네 건의 롱 포지션 총 포지션 규모는 약 1.08억 달러;
7. 5,509.5만 달러 수익, BIT 관련 주소가 4.19억 달러 규모의 BTC·ETH 롱 포지션 청산;
8. 분석: BTC 단기 구조가 뚜렷이 회복되었으며, 8.32만 달러가 추세 반전 확인을 위한 핵심 저항선이 될 수 있음.
According to Odaily, BTC has risen approximately 25% over the past week, briefly reaching near $80,000. However, it still faces key resistance at the 50-week simple moving average, which is currently located around $81,000 to $82,000.
Galaxy Research stated that in completed BTC bear market cycles, BTC/USD has reclaimed the 50-week moving average 13 times, with 11 of those instances corresponding to bear market lows already being formed. If BTC can reclaim the approximately $82,000 level on a weekly closing basis, historical experience suggests that the current bear market may have already ended.
However, BTC's current 7-day Rate of Change (ROC) has reached approximately 25%, a level that has been relatively rare over the past five years. Historically, after reaching similar levels, BTC typically experiences a slowdown in momentum, a pullback, or a period of consolidation. (CoinDesk)
Odaily星球日报讯 Bybit 今日新增财捷（INTUUSDT）、Roundhill T-Rex 2x DRAM ETF（RAMUSDT）、特朗普媒体科技集团（DJTUSDT）3 个美股永续合约，最高支持 25 倍杠杆。上线同期享限时手续费优惠：限价单费率 0%，市价单费率 5 折。
Odaily星球日报讯 据 MSX.COM 数据，阿里巴巴(BABA.N)美股盘前涨超 2%，此前跌超 1%。
消息面上，马云已连日买入阿里港股超 6 亿港元。
Odaily星球日报讯 根据 MSX.COM 数据，美股盘前 AI 概念股普涨，MRVL 上涨 3.45%，AMD 上涨 2.69%，ARM 上涨 2.62%，KLAC 上涨 2.45%，MU 上涨 2.38%。
据悉，MSX.COM 是一个去中心化 RWA 交易平台，累计已上线数百种 RWA 代币，涵盖 AAPL、AMZN、GOOGL、META、MSFT、NFLX、NVDA 等美股及 ETF 代币标的。
