📰 Top Stories
• BNY Mellon and Citadel Securities completed a tokenized U.S. Treasury transaction, linking settlement and financing. Institutions can now reuse collateral more quickly and free up liquidity, as traditional financial firms accelerate their exploration of blockchain-based assets.
• Applied Materials unveiled its $5 billion EPIC semiconductor R&D center in California, with teams from Intel, TSMC, Micron, and others. The goal is to shorten the timeline for next-generation AI chips to go from research and development to commercialization from more than 10 years to as little as 6.
📊 Market Data
• Multiple indicators in the BlockBeats Market Pulse Index remain at Hold. Overall liquidity, as well as BTC and ETH liquidity and futures long-short ratios, are near neutral. Short-term directional catalysts are weak and sentiment is neutral; the USDC/USDT premium and Binance USDT lending rates are flashing Buy signals.
• Ethereum L2 tokens rose across the board: OP gained over 24% in 24 hours, ZK rose over 12%, ARB gained over 8%, and MANTA rose over 7%, as sentiment in the sector improved.
🤖 AI Highlights
• Anthropic has petitioned for an en banc rehearing in its case over the Pentagon’s designation of the company as a national security supply chain risk. The dispute centers on whether its commitment to Claude’s safety red lines—prohibiting mass surveillance and autonomous lethal attacks—constitutes a national security risk.
• Embodied AI company Natural Will unveiled Natura-1, a 50-billion-parameter MoE model pretrained on 1 million hours of first-person human video. Robots can combine existing skills to perform tasks without being fine-tuned for each new task.
• BNY Mellon and Citadel Securities completed a tokenized U.S. Treasury transaction, linking settlement and financing. Institutions can now reuse collateral more quickly and free up liquidity, as traditional financial firms accelerate their exploration of blockchain-based assets.
• Applied Materials unveiled its $5 billion EPIC semiconductor R&D center in California, with teams from Intel, TSMC, Micron, and others. The goal is to shorten the timeline for next-generation AI chips to go from research and development to commercialization from more than 10 years to as little as 6.
📊 Market Data
• Multiple indicators in the BlockBeats Market Pulse Index remain at Hold. Overall liquidity, as well as BTC and ETH liquidity and futures long-short ratios, are near neutral. Short-term directional catalysts are weak and sentiment is neutral; the USDC/USDT premium and Binance USDT lending rates are flashing Buy signals.
• Ethereum L2 tokens rose across the board: OP gained over 24% in 24 hours, ZK rose over 12%, ARB gained over 8%, and MANTA rose over 7%, as sentiment in the sector improved.
🤖 AI Highlights
• Anthropic has petitioned for an en banc rehearing in its case over the Pentagon’s designation of the company as a national security supply chain risk. The dispute centers on whether its commitment to Claude’s safety red lines—prohibiting mass surveillance and autonomous lethal attacks—constitutes a national security risk.
• Embodied AI company Natural Will unveiled Natura-1, a 50-billion-parameter MoE model pretrained on 1 million hours of first-person human video. Robots can combine existing skills to perform tasks without being fine-tuned for each new task.