[Comparative Daily News Picks] AMD: The artificial intelligence accelerator market will reach 1.4 trillion US dollars in 2030; Anthropic plans to require all employees to sell shares through a pre-planned transaction plan after the IPO; Tesla's stock price plummeted by more than 14% after the results. Wall Street said AI investment dragged down profits and cash flow; the US imposes 10%-12.5% tariffs on 60 economies

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AI · Dynamic

[AMD: Artificial intelligence accelerator market will reach $1.4 trillion by 2030]

Comparing news, AMD CEO Su Zifeng said that the AI accelerator market is expected to reach 1.4 trillion US dollars by 2030.

Artificial intelligence accelerators are specialized hardware designed for AI computation (such as matrix operations in deep learning), and can handle massive parallel tasks with far greater efficiency and energy efficiency than traditional CPUs. Mainstream types include Nvidia GPUs and ASICs customized by vendors such as Broadcom, which are the core computing power bases that drive large model training and inference.

[Anthropic plans to require all employees to sell shares through a pre-planned transaction plan after the IPO]

According to Twitter, artificial intelligence giant Anthropic is considering adopting a rare arrangement after listing, requiring ordinary employees to sell their shares through pre-set trading plans to avoid violating regulations related to insider trading. The report said that the arrangement will use a 10b5-1 trading plan, that is, the time and quantity of stock sales will be set in advance and executed according to the established plan. Normally, this type of program mainly applies to company executives, directors, and some financial and legal personnel. If Anthropic is finally implemented, it will be extended to ordinary employees, which is a rare practice.

[AI chip startup Etched completed Series C financing of 300 million US dollars, and the valuation rose to 10.3 billion US dollars]

Comparing news, AI chip startup Etched announced the completion of a $300 million Series C round, and the company's valuation reached $10.3 billion. This round of financing was led by Sequoia Capital (Sequoia), and institutions such as Andreessen Horowitz (a16z), SK Hynix, Jane Street, and Diffusion Capital participated in the investment.

Etched was founded in 2022 by three Harvard dropouts after the company was valued at around $5 billion when it completed a $500 million financing in December 2025, doubling its valuation in just about 7 months. Etched said that the company focuses on building special chip systems for AI model inference. It has recently completed mass production of self-developed chips and has begun testing the first batch of complete systems by customers, and has received orders of about 1 billion US dollars.

[Wall Street Journal: Stripe Is Negotiating to Acquire AI Model Aggregation Platform OpenRouter]

Comparative news, according to the Wall Street Journal: According to the source, Stripe is in talks to acquire the artificial intelligence model aggregation platform OpenRouter.

Crypto · Marketplace

[Tesla's stock price plummeted by more than 14% after the results. Wall Street says AI investment is dragging down profits and cash flow]

Comparing news, Tesla's stock price closed down 14.52%, rebounded slightly by 1.16% after the market, and is now at $323.4.

Tesla previously announced second-quarter results. Although revenue and car deliveries reached record highs, declining profit margins, negative free cash flow, and a sharp increase in capital expenditure raised market concerns. Many Wall Street agencies believe that Tesla is entering the stage of large-scale investment in artificial intelligence (AI) and robotics business, and short-term profits are under pressure, but Robotaxi and Optimus humanoid robots are still the core factors that determine the company's long-term valuation.

[Hyperliquid's weekly RWA transaction volume exceeds crypto transactions, HIP-3 RWA transaction volume reaches 26 billion US dollars]

In comparison, ARK Invest research director Lorenzo Valente posted an article on the X platform saying that DeFi is entering a new era. For the first time, Hyperliquid achieved RWA trading volume surpassing crypto transactions in a single week, with RWA accounting for 54% of the total transaction volume. Since June, the trading volume of individual stocks on HIP-3 has surpassed indices and commodities. Currently, individual stocks account for 61% of all RWA trading volume. The total trading volume of DEX perpetual contracts last week was $79 billion, and Hyperliquid was $50 billion, of which $26 billion came from HIP-3 RWA transactions. Hyperliquid's RWA market is already larger than all other DEXs combined in terms of crypto perpetual contract trading volume.

[Arthur Hayes says goodbye to BitMEX: will responsibly shut down the platform in his own way and follow Satoshi for life]

On Twitter, BitMEX co-founder Arthur Hayes said goodbye to the platform, thanking the partners, all BitMEX employees, and all customers. “It's been a wonderful journey, we've created a special career together, and I'm proud of what we've achieved.”

Hayes said that BitMEX will complete the platform shutdown in its own way and responsibly. At the same time, he reiterated his long-held cryptographic philosophy, calling it “against traditional finance, against banking,” and concluded with “Satoshi for life (following Satoshi Nakamoto for life)”.

Macro · Organization

[US imposes 10%-12.5% tariffs on 60 economies]

According to comparative news, the Office of the United States Trade Representative (USTR) issued a notice on the 23rd local time announcing the imposition of 10% to 12.5% tariffs on dozens of countries and regions in the name of so-called “forced labor” in accordance with section 301 of the 1974 Trade Act to replace global import tariffs that are about to expire. The new tariffs will take effect on the 24th EST (12:00 noon Beijing time on the 24th).

USTR said that when the 10% global tariff expires, tariffs will now be imposed on 60 economies, covering more than 99% of the US trade volume. Senior US officials said that the relevant tariff measures for goods in transit will take effect at 12:01 a.m. EST on July 28 (12:01 p.m. Beijing time on July 28). Imported goods such as fuel, food, and fertilizer will be exempt from the new tariffs; products subject to specific tariffs in individual industries (such as automobiles, metals, and pharmaceuticals) will also not be subject to the levy. Additionally, products covered by the US-Mexico-Canada Trade Agreement (USMCA) will also be exempted. US officials have indicated that the new tariffs will not be levied in addition to existing steel and aluminum import duties (that is, the “Section 232” tariffs imposed by Trump last year on national security grounds).

[Argentina plans to relax capital market regulations to allow mutual funds to invest in cryptocurrencies]

Comparatively, the Argentine government is promoting capital market deregulation, and plans to allow mutual investment funds (FCI) to invest in bitcoins and cryptocurrencies, and allow virtual assets as collateral. The measure stemmed from the draft “De-regulation Act” drafted by Minister of Economy Federico Sturzenegger, which is currently awaiting signature by President Javier Milei and submitted to the National Assembly. The draft clearly allows FCI to allocate assets to virtual assets and establish “accredited investor” funds. Argentina's National Securities Commission's regulation of FCI is limited to legality and technical solvency reviews; the central bank will exclusively oversee infrastructure involving the registration or transfer of cryptocurrencies and tokenized assets. The draft also clearly allows securities such as stocks and convertible bonds to be issued, stored, and traded through an encrypted network.

【Goldman Sachs has expressed support for the CLARITY Act, saying it will establish a fair regulatory framework for the crypto market]

Comparing news, Goldman Sachs Group CEO David Solomon said that although the CLARITY Act is not perfect, he supports the implementation of the bill, believing that it will establish a clearer and fair regulatory framework for the digital asset market, enhance market stability, and promote innovation and development.

According to Solomon, the most important meaning of the CLARITY Act is to “create a level playing field so that the market can develop healthily.” This statement is in stark contrast to J.P. Morgan Chase CEO Jamie Dimon and some other banking executives. The latter believes that the bill allows crypto companies to provide stablecoin products similar to deposit interest, without having to bear the same regulatory requirements as banks, which may weaken the competitiveness of traditional banks.

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