Assemble AI

在比特幣觸及兩個月以上高點後，加密貨幣股票有望進一步延續漲勢。唐納德·特朗普的白宮召集行業領袖的活動支持了比特幣。政府出人意料的債券市場干預則推低了美元。

沃爾瑪美國可比銷售額增長2.6%，這是其自2020年以來最弱的本土增速。儘管營收達到1,879億美元、調整後每股收益爲0.81美元，該公司股價在週四開盤前下跌了將近6%。

美國財政部提出了針對特朗普賬戶的常識性、低成本投資規則。

美國股指期貨在開盤前走低，道瓊斯期貨下跌0.79%，納斯達克100期貨下跌0.82%。WTI原油期貨上漲3.38%，至每桶87.239美元；同時，美國30年期國債收益率上升6個基點至5.26%。

Fed's Daly said AI investment is unlikely to push overall inflation higher. Daly said two softer data releases have not clarified the inflation picture. Daly said the Fed remains considerably off track from its inflation target.

Bitdeer signed a five-year AI data center service contract that is expected to generate about $400 million in revenue. The client reserved about half of the 9.5MW liquid-cooled A102 facility in Malaysia. Bitdeer expects to recognize related revenue starting in Q1 2027.

Rapid7 disclosed Operation Asterix, a crypto phishing campaign targeting about 885,000 phone numbers across multiple countries. The campaign placed 5,576 phone numbers matched with Binance user accounts on an attack queue.

CryptoQuant分析師Darkfost表示，比特幣正試圖在接近70,400美元的水平附近收復其活躍供應的成本基礎。Darkfost表示，若能站穩該水平，可能預示更長期的上漲趨勢。

Federal Reserve's Daly said she is very supportive of holding interest rates steady in July. Daly expects inflation shocks to gradually fade and said the labor market is unlikely to drive inflation.

Micron Technology plans to invest more than $250 billion in the U.S. and create more than 90,000 jobs. Micron also launched a U.S.-based research center with plans to invest $10 billion over the next decade.

Sauce on BSC had a market cap of $530,000 amid community discussion. Community members described Sauce as Binance AI's first token.

Daly said rising long-term yields are a global issue that weakens their signaling power for Federal Reserve policy. Daly said the Federal Reserve's credibility is not at risk.

CryptoQuant創始人Ki Young Ju表示，儘管自2025年10月以來首次出現，比特幣現貨和永續合約的需求轉爲正值。Ki Young Ju表示，需求仍然相對較小。

Micron Technology launched Micron Research Labs.

Citrini分析師Jukan表示，SK Hynix的路線圖將本地化的HBM與光學鏈路相結合，以接入更大的共享內存池。該概念仍處於路線圖的早期階段，而臺積電封裝方面的消息源並不知曉這一計劃。

Rillet raised a $100 million Series C at a $1 billion valuation. The AI-native accounting software company serves more than 600 customers and uses agents to automate finance workflows.

根據 CoinGecko 數據，Solana 在過去 24 小時內上漲近 12%，至 86 美元。該分析稱，如果更廣泛的市場復甦持續，SOL 可能會重新測試 100 美元。

英偉達將於8月26日發佈其2025財年第二季度財報。華爾街分析師預計營收約爲915億美元至920億美元，每股收益約爲2.07至2.08美元。

Rapid7 identified Operation Asterix, a crypto phishing campaign targeting about 885,000 phone numbers across several countries. Rapid7 matched 5,576 accounts to Binance users that were queued for attack, while fake emails also impersonated Crypto.com.

歐盟立法者延長了允許服務提供商自願掃描消息的規則，期限至2028年4月。維亞拉·薩沃娃表示，提供商必須檢查整段消息以掃描特定內容。另一項提案將使掃描成爲法定義務。