区块链应用 · 1804

Ethereum core development team Nethermind abandons LayerZero and switches to Chainlink CCIP

Comparatively, according to The Block, Nethermind, a core contributor to the Ethereum ecosystem, announced that it will withdraw from the LayerZero decentralized verification network (DVN) business and migrate the cross-chain infrastructure to the Chainlink network after a “thorough review”. Nethermind said it has stopped operating LayerZero's DVN and joined the Chainlink network as a node operator and strategic technology provider. In the future, Nethermind will provide engineering tools, infrastructure services, and integration support for blockchain application developers. It is reported that this shift occurred after the LayerZero ecosystem experienced a security incident. In April of this year, Kelp DAO's RsETH cross-chain bridge was attacked, losing about 116,500 RsETH, worth about $292 million at the time. Following this incident, several companies have begun to shift their cross-chain business from LayerZero to Chainlink. However, Nethermind did not specify whether the migration was directly related to the Kelp DAO incident, nor did it disclose that LayerZero had specific technical issues or changes in the commercial terms of both parties.

3d ago#On-chain dynamics

Bitwise CIO: AI agents and tokenizing assets may drive a 50-100x increase in blockchain transactions

Comparing news, Bitwise Chief Investment Officer (CIO) Matt Hougan said that the market may seriously underestimate the scale of future blockchain trading activity, and as real-world asset tokenization (RWA) and artificial intelligence agents (AI Agents) reshape the financial market, on-chain transaction volume may increase 50 or even 100 times in the future. In his latest investment memorandum, Hougan pointed out that current crypto investors have three major misconceptions, one of which is underestimating the future coverage of blockchain applications. He believes that traditional assets on the chain and the participation of AI agents in transactions will significantly increase the scale of on-chain activity, and the tokenized stock market alone may lead to a 10-fold increase in trading volume. He pointed out that at present, the traditional stock market is usually only open from 9:30 to 16:00 EST on weekdays, with a weekly trading time of about 33 hours; while tokenized stocks can be traded around the clock, increasing the available trading time to 168 hours per week. If AI agents automatically execute transactions on behalf of investors in the future, the frequency of transactions may increase further. However, Hougan also acknowledged that the increase in transaction time does not mean that trading volume will increase year over year, but artificial intelligence and automated trading may be important factors driving the expansion of on-chain activity. Investors are still mainly evaluating the value of relevant platforms based on the current size of the crypto market, ignoring the potential market expansion brought about by tokenization. For example, the decentralized trading platform Uniswap may expand its scope of services from crypto assets to traditional asset markets such as stocks, bonds, and real estate in the future. (The Block) This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

3d agoburnking

[Comparative Daily News Picks] Nvidia teamed up with Wall Street giants such as Apollo and Blackstone to plan $500 billion AI infrastructure financing; Damo launched a $1.5 trillion US innovation infrastructure plan to focus on cutting-edge technologies such as AI; Vitalik updates the Ethereum roadmap: quantum security, privacy protection, and AI-assisted formal verification have become new priorities; Federal Reserve Hamak: Multiple rate hikes may be needed to reduce inflation

Daily AI · Crypto · Macro · Market News, Bitpush helps you draw priorities ↓ AI · News [Nvidia teams up with Wall Street giants such as Apollo and Blackstone to plan 500 billion US dollars of AI infrastructure financing]. Comparing news, the Financial Times quoted people familiar with the matter as saying that financial group alliances including Apollo Global, Blackstone, BlackRock, BlackRock, global infrastructure partnerships owned by Blackfield, Goldman Sachs, and KKR are cooperating with Nvidia (NVDA.O) to prepare an infrastructure with a scale of 500 billion US dollars The financing plan is likely to be announced on Monday as soon as possible. The partnership shows that Nvidia is strengthening its financing layout to raise capital for itself and its customers to build core infrastructure for the AI era, including chips, energy supply, and data centers. Meanwhile, private capital giants are planning to invest trillions of dollars in assets such as insurance funds and institutional funds in the AI infrastructure sector. [Damo launches $1.5 trillion US innovation infrastructure program, focusing on cutting-edge technologies such as AI] In comparison, Morgan Stanley announced the launch of the “American Innovation Infrastructure Initiative”, which plans to promote capital raising and investment activities of about 1.5 trillion US dollars over the next 10 years to support the growth of the US economy. The plan will focus on strategic areas such as artificial intelligence, quantum technology, and semiconductors, and promote the construction of digital and physical infrastructure. [Nearly 7 million users of the Zhi Spectrum API, more than 50,000 new domestic AI chips have been used to relieve computing power pressure] According to the “Late LatePost” report, the number of registered users of the Zhi Spectrum MaaS open platform is close to 7 million, an increase of about 2 million over the beginning of July, of which the number of enterprise customers has reached 23,000. Its developer product zCode surpassed 1 million users a month after launch. Smart Spectrum's ARR (Annual Recurring Revenue) has increased about 15 times since this year, the report said. Market sources revealed that Smart Spectrum's current ARR may reach $2 billion, but this figure has yet to be officially confirmed. As demand for model calling grows rapidly, Smart Spectrum is expanding domestic computing power infrastructure. According to information, Smart Spectrum has used more than 50,000 domestically produced AI computing power chips to mitigate the growing demand for inference. Earlier, it was rumored in the market that Smart Spectrum has built a domestic AI computing power infrastructure with a scale of 1 GW. [OpenAI launches GPT-5.6-Cyber, opening up stronger AI capabilities to security personnel] In comparison, OpenAI announced the launch of GPT-5.6-Cyber and expanded the cybersecurity program Daybreak to provide audited cybersecurity defenders with an AI model more suitable for advanced security work. OpenAI said it hopes to hand over cutting-edge AI capabilities to trusted defenders before attackers deploy autonomous cyber attacks on a large scale. Daybreak is divided into two levels: Daybreak Blue provides GPT-5.6 Sol access without system-level cybersecurity restrictions; Daybreak Red provides GPT-5.6-Cyber access for vulnerability verification and advanced vulnerability research. Testing showed that GPT-5.6-Cyber responded to 95% of requests for advanced cybersecurity tasks, including exploit-chain development, authentication bypass, and privilege escalation. According to OpenAI, high-risk capabilities will only be open to approved users and will be equipped with additional controls and monitoring measures. Crypto · Market [Vitalik Updates Ethereum Roadmap: Quantum Security, Privacy Protection, and AI-Assisted Formal Verification Become New Priorities] In comparison, Ethereum co-founder Vitalik Buterin posted an article on the X platform saying that he has updated the 2023 Ethereum roadmap and compared the technical direction in the previous roadmap with the current “Strawmap” plan. Vitalik said there is a large overlap between the two as a whole, but some technology priorities and implementation paths have changed. Vitalik said that some directions have been reordered, such as the importance of quantum safety technology being further enhanced; some project priorities have been lowered, including VDF (verifiable delay function) and some EVM improvement solutions; other technical routes have been replaced by more advanced solutions, such as Verkle Tree evolving into a unified BT (Binary Tree), and state expiration (state expiry) is shifting to a new state type...

11d agoWendy#Compare Daily Picks

Tom Lee is optimistic about Robinhood Chain: or this year's crypto market's most successful story

Comparing news, Tom Lee, chairman of Bitmine and co-founder of Fundstrat, said that Robinhood's blockchain project Robinhood Chain has become the “biggest success story” of the crypto industry in 2026, and is a breakthrough project in terms of cumulative transaction volume, hedged value (TVL), and potential market size. Lee points out that Robinhood Chain's greatest strength lies in its large user base. Robinhood (HOOD) is opening up the service to its approximately 27 million users, which in itself poses a huge potential market. Ethereum (ETH) has also continued to develop in recent years. Although the growth process is relatively low-key, it has gradually expanded its scope of application mainly through stablecoin settlement and crypto payments and asset purchases on platforms such as Shopify. He believes that connecting 27 million Robinhood users directly to the Ethereum economy will have a significant impact on the crypto industry and is expected to further promote the expansion of blockchain applications from native crypto users to popular financial users. The success of Robinhood Chain is not only reflected in the technical level, but more importantly, it connects traditional financial users, trading platforms, and the Ethereum ecosystem, and may become an important example of crypto assets becoming mainstream adoption.

12d ago

TrueDAO closes $10 million strategic financing led by Brevan Howard Digital

In comparison, TrueDAO, an AI-driven decentralized financial infrastructure project, announced the completion of a $10 million strategic financing led by Brevan Howard Digital, with participation from Zee Prime Capital and Jump Capital. This round of financing will mainly be used for AI protocol core development, AI risk control systems, security audits, global compliance construction, and ecological cooperation expansion. TrueDAO said it is positioned as a modular on-chain financial infrastructure rather than a single blockchain application, and aims to provide services such as liquidity management, reserve management, risk warning, revenue distribution, and DAO governance for ecological projects. In the next phase, TrueDAO will promote test site launch, security audits, developer tools and ecosystem integration, and will disclose protocol operation and reserve data in stages. The specific main network launch time, token arrangement, and incentive mechanism will be subject to subsequent official announcements.

43d ago#financing

[Comparative Daily News Picks] OpenAI officially launched the GPT-5.6 series model; SK Hynix's ADR issuance guide price was $149; Micron raised the US investment plan to $250 billion to bet on AI memory chip demand; the US Supreme Court expanded the president's personnel rights over financial regulators, or influenced the advancement of SEC and CFTC crypto regulations

Daily AI · Cryptography · Macro · Market News, Bitpush helps you set priorities ↓ AI · News [OpenAI officially launches GPT-5.6 series models] comparison news. Following the previous limited preview, OpenAI officially launched the GPT-5.6 series models, which are open to the public for use. GPT-5.6 series models Sol, Terra, and Luna will be available in ChatGPT, Codex, and API. The GPT-5.6 model is billed per million tokens and includes 3 model specifications: the Sol model has an input of $5 and an output of $30; the Terra model has an input of $2.50 and an output of $15; and the Luna model has an input of $1 and an output of $6. [SK Hynix ADR issuance guide price is $149] According to Bloomberg reports, it is reported that SK Hynix has set the guide price for issuing American Depositary Receipts (ADR) at 149 US dollars per copy, which is a 3.1% premium over the closing price in South Korea. [Micron raises US investment plan to $250 billion to bet on AI memory chip demand] Comparing news, Micron said it plans to increase spending on new US plants to 250 billion US dollars to meet the surge in demand for memory chips driven by the global artificial intelligence boom. The move means adding an additional $50 billion to the $200 billion support pledge previously announced by Micron to expand the scale of chip manufacturing in the US, including projects in New York, Idaho, and Virginia. This expenditure is expected to continue until 2035 and supports Micron's goal of making 40% of DRAM products in the US over the next ten years. [Changxin Technology completed financing of about 7.6 billion yuan, and Ali participated] In comparison, Changxin Technology received a total investment of about 7.6 billion yuan from Ali, and Alibaba Cloud Computing and Alibaba Network participated. The main business of the project is R&D, production and sales of memory chips. Crypto · Market [US Supreme Court Expands President's Personnel Authority over Financial Supervisory Authority, or Influence the Advancement of SEC and CFTC Crypto Regulation] Comparing news, the US Supreme Court ruled 6-3 to support Trump's right to replace the leaders of many independent federal agencies, including the FTC, with the exception of the Federal Reserve, to strengthen the president's control over the personnel of regulators. The ruling comes as the SEC and CFTC are advancing a new round of crypto asset regulation rules, including rule revisions, exemptions, and division of rights and responsibilities for digital assets. Currently, the SEC is dominated by three Republican members, and the CFTC has only one chairman, Michael Selig. Former CFTC officials and industry insiders said that the reduction in the number of members may weaken the robustness of the agency's internal games and rules, and may also make it easier for rules led by a single member to be rewritten or abolished in future governments, but as long as the respective licensing laws and the “Administrative Procedure Law” are complied with, the relevant rules will still have the effect of law. [Source: The new Clarity Act will be released as early as next week] In comparison, according to Coindesk, people familiar with the work said that lawmakers may release the new cryptocurrency Clarity Act as early as next week. The new version of the bill will integrate the work of the US Senate Banking Committee and the Agriculture Committee, but matters still need to be resolved, including the ethical issue, which is one of the key requirements of Senate Democrats. Democrats still have to accept the new draft, which requires 60 votes to advance in the Senate. Macro · Agency [Federal Reserve Chairman Walsh forms a team of external experts to review the monetary policy framework] Comparing news, Federal Reserve Chairman Kevin Walsh formed five working groups to conduct a comprehensive review of the Fed's monetary policy operation mechanism, covering areas such as balance sheet management, policy tools, and the impact of artificial intelligence. The Federal Reserve said that each working group will operate independently, conduct research based on facts, and submit rigorous analysis results to the Federal Open Market Committee. The working group will assess whether there is room for improvement in policy tools, analytical methods and policy frameworks. The review team included a number of well-known economists and former central bank officials. Among them, Harvard economist Raj Chetty will participate in leading the data working group, technology investor Mark Anderson will be responsible for the productivity and employment working group, and former White House Economic Advisory Committee Chairman Greg Mancun will co-lead the inflation task force. Walsh said that the US economy has changed dramatically in the past generation, and the current transformation is faster. The Federal Reserve needs to ensure that it is in the best state to stabilize prices and promote employment...

43d agoWendy#Compare Daily Picks

J.P. Morgan: Bitcoin's biggest risk may come from blockchain adoption unrelated to public chains

Comparing news, according to The Block, JPMorgan (JPMorgan) analysts pointed out that Strategy's recent sell-off of Bitcoin and its BTC monetization plan may have brought phased pressure, but this is not Bitcoin's main structural risk. The greater risk is that blockchain applications (including payments, clearing, RWA, etc.) are increasingly shifting to banks' self-built or regulation-friendly licensing chains and unified ledgers rather than public chains. If tokenized deposits, SWIFT blockchain projects, central bank digital currencies, etc. are implemented within traditional financial infrastructure, and more private or deferred net payment models are used for settlement, the activity, liquidity, and capital flow of public chains and tokens may be weakened, and demand for stablecoins may also be partially replaced by banks' tokenized deposits, thereby suppressing Bitcoin's performance. Analysts say that the hybrid structure, favorable regulation of public chain stablecoins, or the strengthening of the “digital gold” narrative may revise this judgment. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

44d agoburnking#starters

Tether signs a memorandum of cooperation with the Dubai Multi-Commodity Exchange Center to promote blockchain education and asset tokenization

Comparing news, stablecoin issuer Tether published an article announcing that it has signed a Memorandum of Cooperation (MoU) with the Dubai Multiple Commodities Exchange (DMCC), and the two sides will jointly explore cooperation opportunities in the fields of tokenization, digital asset education, and blockchain applications. DMCC is one of the world's major business hubs, and currently has more than 26,000 resident companies, accounting for 15% of Dubai's total foreign direct investment. According to the memorandum, Tether will provide special workshops, blockchain consulting services and digital asset pilot projects for enterprises within the DMCC network, explore improving the DMCC community member experience through peer-to-peer digital payment systems, and support the DMCC Crypto Center's knowledge sharing and innovation activities, including joint events and hackathons. Tether CEO Paolo Ardoino said that the UAE is actively promoting the integration of digital asset infrastructure into the global market and real economy. The cooperation aims to accelerate the practical application of blockchain technology in the fields of tokenization and education. DMCC Executive Chairman Ahmed Bin Sulayem pointed out that stablecoins have processed trillions of dollars in transaction scale, tokenization is reshaping cross-border asset financing and transfer methods, and Dubai is working to strengthen its central position in the global digital economy by laying out regulatory frameworks and infrastructure in advance. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

67d agoburnking

Real Vision co-creates Raoul Pal: Bitcoin and other crypto assets are undervalued

Comparing news, Real Vision co-founder Raoul Pal said while participating in the “When Shift Happens” podcast on May 28 that Bitcoin and crypto assets are still in a value depression in a long-term upward trend, and the current allocation value may even be higher than technology stocks. In his view, there are three major driving forces behind this: first, traditional financial institutions are entering the market at an accelerated pace, and stablecoins will become the core bridge between real finance and the on-chain world; second, with the gradual improvement of the crypto regulatory framework, blockchain applications and institutional capital are expected to be fully liberalized; third, under global debt pressure and monetary easing expectations, more liquidity will eventually flow to risky assets.

85d ago

Grayscale's latest report clarifies regulations or prioritizes mainstream blockchains to gain institutional funding attention

Comparing news, Grayscale (Grayscale) released the latest research report. Grayscale research director Zach Pandl said that with the advancement of the CLARITY Act and the gradual clarification of US Securities and Exchange Commission (SEC) related guidelines, blockchain applications such as tokenized assets and decentralized finance (DeFi) may usher in development. Grayscale believes that Ethereum, Solana, BNB Chain, and Canton Network, which currently dominate financial activities on related chains, may first receive institutional capital attention. According to the article, in the fields of tokenized assets, stablecoins, and DeFi, Ethereum, Solana, and BNB Chain are leading positions, and Canton Network also has an important share in the tokenized asset direction.

91d ago