[Comparative Daily News Picks] OpenAI has found an optimization plan that can cut inference costs in half; the US will lift export controls on Anthropic's Fable AI model; Trump submits 927 pages of “gold absorption” financial reports exceeding 1 billion US dollars, with revenue related to MemeCoin reaching 635 million US dollars; WSJ: Iran says if negotiations fail to obtain sole control of the Strait of Hormuz, it will close the channel again

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AI · Dynamic

[OpenAI finds optimization solutions that can cut inference costs in half]

Comparative news, according to The Information report, OpenAI engineers revealed internally that the company successfully reduced the inference (operation) cost of the AI model by more than 50% through a series of new optimization techniques at the bottom of the system. This breakthrough was mainly due to increased utilization of server resources, rather than relying entirely on new computing chips. At one point, the demand for Nvidia GPUs without logging in to ChatGPT scenarios was reduced to hundreds of blocks.

[US to lift export restrictions on Anthropic's Fable AI model on Tuesday]

Comparatively, the US Department of Commerce is expected to lift export controls and access restrictions on Fable 5 and Mythos 5 models owned by artificial intelligence company Anthropic on the evening of the 30th local time.

Previously, the US government ordered the mandatory suspension of the right to use these two advanced models on June 12, citing national security risks.

[Anthropic: Claude Sonnet 5 released]

In comparison, Anthropic announced Claude Sonnet 5. Safety tests show Claude Sonnet 5 is an improvement over Sonnet 4.6. The model is live on all Claude packages and is available for use through Claude Code and Claude platforms. The model's preferential pricing is $2 per million tokens for input and $10 for output until August 31, then it will be raised to $3 and $15.

[AI chip startup Etched raised $800 million and received VC support from Jane Street and TSMC]

According to news, AI chip startup Etched completed about $800 million in financing. Investors include quantitative trading giant Jane Street and venture capital institutions associated with Taiwan Semiconductor Manufacturing Company (TSMC). It is currently testing its AI inference chip products and plans to begin shipping to some customers this summer. At the same time, it has signed sales contracts totaling about 1 billion US dollars, but has not disclosed specific customers.

The company was founded in 2022 and is positioned as NVIDIA's potential competitor in the field of AI computing power chips. It focuses on designing customized chip architectures for large model inference scenarios, and cooperates with TSMC to develop “low voltage inference” technology to reduce energy consumption and cooling pressure.

The current round of financing has previously disclosed about 500 million US dollars in valuation financing information, with the participation of Stripes, Peter Thiel related funds, and various quantitative agencies. Jane Street allegedly invested more than 100 million US dollars, and additional investments will be made later. (Bloomberg)

Crypto · Marketplace

[Trump submitted 927 pages of financial reports “absorbing money” of over 1 billion US dollars, with revenue related to meme coins reached 635 million US dollars]

Comparatively, the US Government Ethics Office released Trump's 2025 financial disclosure report, which has a total of 927 pages, showing that its assets and revenue cover various fields such as digital assets, gifts, and authorized income. Among them, Trump received more than $580 million in revenue through the crypto project “World Liberty Financial” related to his family; he also earned another $635 million by selling memes.

In addition to digital asset earnings, Trump also revealed that he received more than 80 million US dollars in revenue from settlement agreements with various media companies, and obtained millions of dollars in revenue by authorizing overseas real estate developers to use their names through his own companies. It also claimed to have received more than $370,000 in gifts, including tickets to sporting events such as the World Cup (10 tickets) and Super Bowl. Additionally, a statue worth 250,000 dollars was received to commemorate the image of him raising his fist after being assassinated in Pennsylvania.

[The “Big Seven” index of US stocks fell 8.9% in June, the worst monthly performance since March 2025]

Comparing news, the “Big Seven” index of US stocks fell 8.9% in June, the worst monthly performance since March 2025.

[Funding list for the first half of 2026 announced, Kalshi and Polymarket raised a total of US$1.8 billion]

Comparatively, according to statistics, the world's 14 largest financings raised a total of 4.3 billion US dollars in the first half of 2026, of which the forecasting market, AI, and payment circuits were the most favored by capital.

Specifically, the prediction market platform Kalshi topped the list with 1.2 billion US dollars in financing, and Polymarket completed 600 million US dollars in financing. The two raised a total of 1.8 billion US dollars, accounting for more than 40% of the total financing of the top 14.

In the AI sector, Replit, Exa AI, and OpenRouter raised $400 million, $250 million, and $113 million respectively.

In the blockchain sector, Canton Network, Arc, and Morpho received $355 million, $222 million, and $175 million in funding, respectively.

Additionally, payment, RWA, infrastructure, and compliance projects such as Rain, Slash, Goldcom, Alpaca, and Elliptic also made the list.

Macro · Organization

[WSJ: Iran says it will close the channel again if negotiations fail to gain sole control of the Strait of Hormuz]

Comparing news, according to WSJ reports, people familiar with the matter said that Iran's Revolutionary Guard Corps has told the mediators that if they cannot obtain assurances that Iran has sole control over the Strait of Hormuz during the Doha talks, they will close this channel again.

The Revolutionary Guard also demanded that the US and other countries abandon plans to allow ships to sail through the southern waters of the strait close to the Oman side.

[Gold once fell below 3,950 US dollars, Goldman Sachs and many other investment banks lowered their gold price expectations]

In comparison, spot gold continued its decline. Today, it fell below 3,950 US dollars/ounce during the intraday period, a drop of 1.75%, a new low since November 2025, and a cumulative drop of about 29% from the historical high set in January of this year.

Affected by the drop in international gold prices, the price of pure gold jewelry from many domestic brands was reduced by about 25 to 30 yuan/gram in a single day. Among them, Chow Tai Fu's full gold price dropped to 1208 yuan/gram, Lao Feng Xiang dropped to 1206 yuan/gram, Zhou Shengsheng dropped to 1,213 yuan/gram, and Laomiao Gold dropped to 1,212 yuan/gram.

As gold continues to adjust, a number of international investment banks have recently lowered their gold price targets. Goldman Sachs lowered its target price for gold from $5400 to $4,900 by the end of 2026, and said it would maintain a tactical cautious stance due to reasons such as postponing expectations of the Federal Reserve's interest rate cut until 2027, and the first interest rate meeting with new Federal Reserve Chairman Kevin Warsh sending hawkish signals. Institutions such as Deutsche Bank, Citibank, Morgan Stanley, and ANZ have also recently lowered their gold price forecasts.

However, some institutions are still optimistic about the long-term trend of gold. Goldman Sachs said that the gold bull market is not over, and the continued diversification of reserves by emerging market central banks will still support long-term demand; J.P. Morgan maintains the forecast that the price of gold is expected to rise to 6,000 US dollars by the end of 2026, believing that the current adjustment is closer to a phased price reset rather than the end of the long-term bull market.

[Agency: US stocks showed two rare signs of divergence in history. The probability of falling into a bear market in the next three months is about 67%]

Comparing news, research agency Ned Davis Research said that US stocks have recently shown two historically rare signs of market divergence: first, the Philadelphia Semiconductor Index (SOX) continues to reach new highs, while the Big Seven of Tech have clearly lagged behind; second, there is a marked divergence between the trends of the Dow Jones Industrial Average and the Nasdaq Composite Index. Historical data shows that such situations often occur near important inflection points in the market.

According to the data, as of mid-June, the Philadelphia Semiconductor Index outperformed the Bloomberg Big Seven Index by more than 100 percentage points on a 26-week rolling basis, and the correlation between the two fell to its lowest level since the end of 2021. Ned Davis Research pointed out that a similar divergence occurred in 2021, after which the tech giants and the semiconductor sector peaked one after another, and US stocks entered a bear market in 2022.

Meanwhile, up to the first seven trading days of June 25, the Dow rose 0.5% while the NASDAQ fell 5%. The difference in rolling performance between the two was 5.5 percentage points. Since the establishment of the NASDAQ in 1971, such a large divergence has only occurred on about 1% of trading days. Historical statistics show that after similar differentiation, the probability that the market will be in a bear market in the next three months is about 66.9%, which is significantly higher than the historical average of 24.8%.

However, the agency stressed that the above statistical rules do not mean that a bear market is inevitable, but there is no widespread participation in the current market rise, and the differentiation among different industries continues to expand. Investors should continue to pay attention to whether this divergence further intensifies, and manage risk in due course.

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