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The South Korean fintech company Toss announced a collaboration with Optimism and Sunnyside Labs to jointly explore a stablecoin pegged to the Korean won.In the coming months, the three parties will conduct a proof of concept (PoC) test to assess the feasibility of building compliant blockchain digital financial infrastructure based on the OP Stack, providing technical validation for applications related to the Korean won stablecoin.

According to Cointelegraph, data from DefiLlama shows that the trading volume of RWA perpetual contracts exceeded $100 billion for the first time in June, setting a new historical record.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 19, down 7 points from yesterday. The average over the past 7 days is 21, and the average over the past 30 days is 17.

The Agent commercial clearing layer TermiX has officially launched its mainnet and introduced the BNB Chain ecosystem Agents Marketplace------Agent.family.Agents can register for an ERC8004-based Agent ID on Agent.family and publish, accept orders, and verify over 120 different types of Agent Jobs on Agent.family. Mainstream Agents, including OpenClaw and Hermes, can integrate TermiX Skills with one click, thereby gaining the ability to conduct Agent commercial activities globally.It is reported that TermiX is the AI Agent commercial clearing layer on BNB Chain, which announced a $1 million investment from YZi Labs in May of this year.

On July 7, WEEX Exchange announced that the TCCBSC zero-fee event has now started: new users who complete their first deposit and first spot trading task can unlock a reward of 3-10 USDT; both new and existing users can receive a 1 USDT contract bonus for daily TCCBSC spot trading volume reaching 50 U; inviting friends to participate in the event can earn up to 1,000 USDT in rewards. Event time: 7/6 17:00 - 7/13 17:00 (UTC+8).

According to The Information, internal memos show that SpaceXAI and Cursor plan to release their jointly developed first AI model as early as today (July 8). It is reported that to further enhance operational efficiency, the two companies postponed the release of the model earlier this week. The report indicates that the new model has the capability to process information quickly and aims to compete with advanced large models such as Anthropic's Opus 4.8 and OpenAI's GPT 5.5.Data shows that Elon Musk's SpaceX acquired xAI (now renamed SpaceXAI) in February of this year, and subsequently acquired the well-known AI programming assistant Cursor's parent startup Anysphere in June for $60 billion in an all-stock transaction to strengthen its position in the high-profit enterprise-level AI code generation sector. Additionally, SpaceX has performed strongly since its initial public offering on June 12, benefiting from Nasdaq's revised rules for newly listed companies, and was officially included in the Nasdaq-100 index this Tuesday.

According to BBX data, yesterday marked a milestone for the global largest IPO completion index, with a historic turning point in the valuation logic of AI transformation in mining companies. The core dynamics are as follows:SpaceX, Inc. (NASDAQ: $SPCX) reported on July 7 that the company was officially included in the Nasdaq 100 index this week, becoming the first in history to have the largest single IPO ($75 billion) included in the Nasdaq 100. CoinDesk also issued a historic warning: "The last two largest new constituents added—Palantir ($PLTR) in December 2024 and Strategy ($MSTR) in early 2025—both experienced a phase decline after inclusion, rather than starting a new round of increases"; analysts pointed out that passive funds tracking the Nasdaq 100 complete "forced buying" at the time of inclusion, and if there are no new fundamental catalysts afterward, stock prices often pull back after technical buying subsides. Specific risks currently facing SpaceX include: a net loss of approximately $4.27 billion in Q1 2026 (mainly due to xAI integration expenses), a $2 billion bond issuance plan, and a 3.4% equity dilution from the $60 billion acquisition of Cursor/Anysphere; Morningstar maintains a fair value estimate of $62 per share, indicating about a 70% implied downside from the current market price. For the market holding SpaceX Bitcoin (18,712 coins, approximately $1.2 billion, held in Coinbase Prime), the inclusion in the Nasdaq 100 will trigger a larger scale of SPCX holdings by passive funds, further bridging the gap between traditional index investors and indirect exposure to Bitcoin assets.TeraWulf Inc. (NASDAQ: $WULF) according to the latest analysis, the company's high-performance computing (HPC) leasing revenue in Q1 2026 reached $21 million, accounting for about 62% of the total revenue of $34 million, surpassing Bitcoin mining revenue for the first time—this marks TeraWulf's first historic revenue structure reversal after transitioning to an AI/HPC infrastructure company, with a 117% increase from the $9.7 million HPC revenue in Q4 2025. The company has currently signed over 522 megawatts of AI/HPC leases with Core42 and Fluidstack, with an expected annual high-margin revenue of approximately $630 million; the energy structure consists of nuclear power + hydropower, with an average electricity cost of about $0.035 per kilowatt-hour, one of the lowest among similar mining companies. The company is also developing a new campus in Kentucky, adding approximately 480 megawatts of grid access capacity; analysts have significantly raised their target price ranges, with Keefe Bruyette & Woods raising from $23 to $37, Clear Street from $26 to $38, Jefferies initiating coverage with a Buy rating and a target price of $37, and BTIG raising at the same time. The company's stock price has increased by approximately 88% year-to-date in 2026, leading the gains in the mining sector.

According to Jinshi reports, Swiss private bank Julius Baer expects that the Federal Reserve is unlikely to raise interest rates, the US dollar may weaken, and therefore gold prices are expected to regain lost ground.

According to official social media news, Huobi HTX will hold a live debate themed "STRATEGY: The Commitment to Never Sell Coins is Broken: Where Will Institutional Holding Models Go?" today at 20:00. At that time, Shouyi, Maomaojie, Wang Fugui, and DeFi Sniper will represent the affirmative side, while the opposing side will consist of 0824, Mo Cheng, Nika, and Daidai engaging in a clash of viewpoints. Both sides will conduct an in-depth discussion on key topics such as why institutions are beginning to adjust their holding strategies and how market liquidity will evolve, jointly analyzing the new changes and trends in the cryptocurrency market.

VanEck's Head of Digital Assets Research, Matthew Sigel, posted on the X platform that according to the latest 8-K filing submitted by Strategy, the $135 million Bitcoin sale by Strategy last week did not utilize the $1.25 billion BTC Monetization Program limit.This is because the program only restricts sales used to supplement cash reserves, and sales directly used to pay dividends are not included in this limit. Sigel pointed out that this means Strategy's actual Bitcoin selling capacity exceeds the commonly understood $1.25 billion.

According to Bitcoin Magazine, SpaceX officially joined the Nasdaq 100 Index on July 7, after the company disclosed that its balance sheet holds 18,712 bitcoins. JPMorgan estimates that this index rebalancing will drive approximately $4.3 billion in passive inflows into funds and ETFs that track the Nasdaq 100. This means that through corporate treasury channels, institutional capital has gained structural exposure to bitcoin.After SpaceX's inclusion, the number of companies holding bitcoin in their treasury within the Nasdaq 100 has increased to three (SpaceX, Tesla, and Strategy). Analysts point out that the inclusion in the index creates demand driven by rules rather than active allocation, and the combination of bitcoin holdings with strong fundamentals can enhance a company's market visibility and liquidity. Currently, publicly listed companies collectively hold over 1.26 million bitcoins, and corporate bitcoin strategies are shifting from early experimentation to integration with mature financial infrastructure.

According to Coinglass data, if ETH falls below $1,692, the cumulative long liquidation intensity on mainstream CEX will reach $735 million. Conversely, if ETH breaks above $1,867, the cumulative short liquidation intensity on mainstream CEX will reach $525 million.

According to Coinglass data, if BTC falls below $60,470, the cumulative long liquidation intensity on major CEXs will reach $1.526 billion. Conversely, if BTC breaks above $66,740, the cumulative short liquidation intensity on major CEXs will reach $1.321 billion.

According to on-chain analyst Onchain Lens (@OnchainLens), James Fickel (@jamesfickel) staked 20,000 Ethereum, valued at approximately $36.09 million based on the price at that time.

Summer.fi released an analysis report on the Lazy Summer Protocol USDC treasury attack incident. The attacker manipulated the prices of two USDC treasury shares in a single atomic transaction, extracting approximately $6.04 million of depositor funds. The core of the attack lies in the calculation method of the treasury's net asset value (NAV).The attacker donated tokens that still retained the old valuation to a Silo Ark that had been suspended after the incident in November 2025 but had not yet been completely removed, resulting in an inflated total asset value of approximately 9.5%, raising the share price, which was then redeemed at an inflated price and withdrawn from the treasury's actual liquidity. The report emphasizes that this attack was not due to a contract code vulnerability, but rather a missing link in the treasury's offline process—the deposit limit for that Ark had been set to zero, yet it was still counted in the NAV of active assets.The attacker premeditatedly accumulated the required tokens three months in advance through multiple wallets and transferred part of the profits via Tornado Cash. After the incident, Guardian Multisig has suspended all on-chain treasuries and set the deposit limit to zero. The Lazy Summer DAO will discuss compensation plans for affected users and the treasury restart plan in the coming days.