NEAR · 1230

Grayscale Q2 adjusts multi-asset fund allocations, sells UNI, NEAR, and increases assets such as BNB

Comparatively, according to reports, Grayscale announced that it has completed regular rebalancing of its multi-asset digital asset funds in the second quarter of 2026 to adjust the asset weights of DeFi funds, smart contract funds, and decentralized AI funds. The DeFi fund DEFG Fund sells Uniswap (UNI) and reallocates the proceeds according to the weight of existing fund components. DEFG Fund holdings as of August 3 include: UNI 34.16%, Ondo (ONDO) 25.44%, Aave (AAVE) 19.97%, Ethena (ENA) 12.19%, Curve DAO Token (CRV) 4.42%, and Lido DAO (LDO) 3.82%. The smart contract fund GSC Fund sells some of its existing assets according to index rules and uses the funds to buy BNB. After adjustment, BNB became the fund's largest allocated asset, accounting for 30.6%. Other major holdings include Ethereum (ETH) 29.47%, Solana (SOL) 29.15%, Cardano (ADA) 4.88%, Hedera (HBAR) 2.08%, Avalanche (AVAX) 1.92%, and Sui (SUI) 1.9%. Decentralized AI funds sell NEAR Protocol (NEAR) and reallocate funds in proportion to existing assets. The fund's holdings as of August 3 include NEAR 31.35%, Bittensor (TAO) 29.15%, Render Token (RENDER) 21.59%, and Filecoin (FIL) 17.91%.

16d ago

NEAR Lianchuang proposes to establish a sovereign fund with the long-term goal of reducing inflation

Comparatively, NEAR co-founder Illia Polosukhin proposed the establishment of a NEAR sovereign fund to manage the assets and revenue of the protocol treasury. According to the proposal, the fund will hold related assets and generate revenue in NEAR tokens, while using part of the proceeds to support cybersecurity and public goods. The fund's long-term goal is to support agreement spending through earnings and gradually reduce NEAR's level of inflation.

18d ago

NEAR Protocol launches AI fee pledge payment feature

Comparing news, NEAR Protocol published an article stating that it has introduced a pledge AI fee payment function. Users can stake NEAR to pay confidential inference and continuous operation agent fees without binding a credit card. The NEAR staked will be converted to calculated credits calculated on a monthly basis, and the credit size will increase with the amount of staked amount. The funds themselves are not consumed and can be recovered after the pledge is lifted. All 43 models on NEAR AI (including Anthropic, OpenAI, Google, etc.) are accessible through this staking mechanism.

22d ago

Trader LoraclesKHX's long position loss reached -193%, with a cumulative weekly loss of over $7.3 million

Comparative news, according to Hyperinsight monitoring, storage stocks continued to pull back, and the pressure on SKHX held by traders on multiple orders intensified. The position was opened on June 24 with double leverage, and the size was approximately $2.588 million, with an average price of $1,229.4. As SKHX fell to $992.3, the cost line has fallen below 19.3%. The position lost about $60.9 million, and the return rate was -192.9%, and the loss was close to 1.93 times the margin. Loracle currently has only this SKHX multiple order left in storage. The crypto asset side is also under pressure: HYPE's spot loss was about US$6.502 million; NEAR, WLD, HYPE, XPL, ASTER, and SOL contracts collectively lost about US$5.143 million;

24d ago

Bitwise releases 2026 Q3 staking report: activity of major chains has increased but revenue has generally declined, and institutional entry has become the core theme

Comparative news, according to the “2026 Q3 Staking Report” released by Bitwise, the 2026 Q2 showed a differentiated pattern of “increased on-chain activity and reduced fee revenue”. The core driving factor is that various protocols actively reduce block space costs. In terms of core data for each chain, Ethereum's active staking volume reached a record high of 40.2 million ETH (accounting for 33% of total supply), and network revenue fell 51% year over year to $64 million, but rebounded month-on-month in terms of ETH; Solana Q2's real economic value (REV) fell to 51 million US dollars, shrinking sharply from the peak of US$812 million in Q1 in 2025, but the volume of non-voting transactions reached 9.8 billion, and on-chain activity remained resilient; total revenue from the Hyperliquid Q2 protocol At US$174.8 million, perpetual contract transactions reached US$652 billion, and the share of non-cryptographic assets (commodities, stock indices, etc.) rose to 32%; Avalanche's C-chain transaction volume increased by about four times to 236 million transactions, but network revenue was only US$330,000 due to a sharp drop in fees; NEAR's Q2 chain volume plummeted 75% to 77.7 million transactions due to the collapse of Kai-Ching application activity, but the Intents execution layer generated fees about 68 times that of the underlying chain. In terms of institutional adoption, BlackRock launched an Ethereum staked ETF (ETHB), Coinbase and Circle each pledged 500,000 HYPE, and Bitwise, 21Shares, and Grayscale launched HYPE spot ETFs. Additionally, Tempo, a stablecoin payment chain incubated by Stripe and Paradigm, processed $386 million in transfers in the first quarter, and global payroll platform Deel distributed approximately $30 million to 7,200 contractors through the chain.

29d ago

B² Network suffered a hacker attack and lost approximately $3.86 million

Comparatively, according to on-chain analyst Specter's monitoring, the B² Network on BNB Chain was hacked and approximately 8591 million B2 tokens (about $3.86 million) were lost. After exchanging it for 5,409 WBNB (approximately $3.11 million), the attackers crossed the chain to Ethereum, and are currently transferring funds to Zcash through NEAR Intents. The team then contacted the attackers on the chain and said that if they could return at least 10% of the stolen funds (about $386,000) to the official address within the next 24 hours, the team would regard this as an act of good faith and would not initiate legal proceedings.

30d ago#On-chain dynamics

IOSG: Why are Wall Streeters saying “no” to ChatGPT and Claude?

Author: IOSG Ventures Original title: IOSG Weekly Brief｜AI's Crossroads: Why Is Wall Street Saying “No” to ChatGPT and Claude? #336为什么需要私有 AI On July 1, Palantir CEO Alex Karp contributed 20 minutes of an interview on CNBC called a “mental breakdown” by some media. According to Karp, the company is paying a token premium to Frontier Labs while watching its IP flow to model vendors. He called this leak an alpha transfer, and the transfer is happening at the architecture layer: every request sent to the closed source model arrives at the service provider's server in plain text. Just a few days before the broadcast of the program, Palantir just announced a partnership with NVIDIA to run an open Nemotron model in a customer-controlled environment, along with a nine AI sovereignty declaration. PLTR jumped 8% after the CNBC show aired. Over the past 20 years, enterprises have relied on agreement level trust to adopt cloud software, and it works. Every SaaS vendor sees only slices of enterprise data, and most have little incentive to feed back to core products with customer data. Salesforce sees sales channels, Workday sees personnel, Jira sees development iterations, and AWS provides the foundation for storage and computing. Today's AI workflow, however, advocates uploading all the household items at once, and stringing together the structured context of each department to maximize productivity. Goodwill aside, upstream service providers can now use this data for new functions instead of leaving them lying in the server eating dust. No one is slowing down. Anthropic's annualized revenue reached $47 billion in May, a sharp jump from $9 billion at the end of 2025, while OpenAI surpassed 900 million weekly active users in February. Both companies completed a new round of financing this spring, are valued at close to $1 trillion, and are expected to IPO at higher market capitalization. Years of privacy and IP accusations haven't caused the two companies to lose any momentum. Some companies have already taken action. In February 2023, less than three months before ChatGPT was released, major Wall Street banks restricted its use. In May 2023, after Samsung engineers leaked the chip source code to ChatGPT, the company banned generative AI across the network. In response, OpenAI launched ChatGPT Enterprise in August of that year, promising not to use commercial data training, plus a zero-data-retention (ZDR) n agreement, which has since become a standard requirement for corporate procurement. However, the contract only locked the company account. IBM found that by 2025, shadow AI (employees feed company data into unapproved AI tools through personal accounts) was involved in one-fifth of data breaches, and heavy shadow AI use added an average of 670,000 dollars to the cost of the breach. In a 2025 survey by safety training company Anagram, four workers said they were willing to violate AI usage policies in order to complete tasks faster. Businesses can at least spend money to buy roads, ZDR contracts, untrained service files, if you're a government or Palantir customer and sovereign deployment. However, for ordinary users like you and me, the importance of AI privacy is still debated until the court subpoena was found. A court order in May 2025 forced OpenAI to keep even consumer chats that users had deleted. In November, the judge also ordered 20 million of these to be handed over to the “New York Times” lawyers as evidence disclosure materials. Then the criminal case: the ChatGPT records of the defendant in the Palisades arson case entered the evidence, and the affidavit for the murder of two dead in Florida cites questions from the suspect about how to dispose of the bodies. Sam Altman also admitted in an interview in July 2025 that ChatGPT conversations are not protected by legal privileges, and OpenAI “may be asked to hand over” user chat records in lawsuits. The point is not that only criminals need intimate conversations. People's conversations with AI are archived and can be summoned, and most users don't know...

38d agoburnking#AI #Claude #GPT #IOSG

[Comparative Daily News Picks] DeepSeek begins preparations for an IPO and submits a listing application as soon as the end of the year; OpenAI begins entering Apple's “comfort zone” and plans to launch the first AI hardware; Changxin Technology founder Zhu Yiming's net worth exceeds 30 billion yuan; Coinbase opens registration for Chinese users; US inflation cools down, and CPI falls for the first time in six years in June

Daily AI · Crypto · Macro · Market News, Bitpush helps you set priorities ↓ AI · News [DeepSeek begins preparing for an IPO and submits a listing application by the end of the year as soon as possible]. According to Bloomberg, DeepSeek has begun preparations for an initial public offering (IPO) and is likely to submit a listing application as soon as this year. DeepSeek is working with an accounting firm and expects to complete the financial report by the end of December this year, which is necessary in preparation for filing an IPO application. The company plans to formally submit a listing application by the end of this year or the beginning of 2027. [Bloomberg: OpenAI is entering Apple's “comfort zone” and plans to launch the first AI hardware] Comparative news. According to a Bloomberg report, people familiar with the matter revealed that OpenAI's first consumer-grade hardware will be a mobile, screen-less smart speaker, positioned as a new type of home computer in the AI era. It will be released this year and launched in 2027 as soon as possible. The device is equipped with a more advanced GPT-Live voice system, which can naturally talk, actively provide information, and continuously learn user habits by combining data such as emails and environmental perception, and acts as an “AI partner” to support functions such as controlling smart homes, playing media, and replying to messages. OpenAI hopes it will become a physical carrier for ChatGPT, and plans to launch AI terminals, wearables, and household robots that can replace smartphones in the future. Meanwhile, Apple is suing OpenAI over trade secrets. Lawsuit documents show that OpenAI has stolen more than 400 employees from Apple. The competition between the two sides in the field of AI hardware is further heating up. [Zhu Yiming, founder of Changxin Technology, has a net worth of over 30 billion yuan] According to the first financial report, Changxin Technology announced that the IPO price of the company's Science and Technology Innovation Board was 8.66 yuan/share. According to the calculation that Zhu Yiming, founder and chairman of Changxin Technology, holds 1592430946 shares, the market value of Changxin Technology corresponding to his holdings is 13.79 billion yuan. Furthermore, based on the calculation that Zhu Yiming held 5.13% of the shares of Zhaoyi Innovation and the closing market value of 410.3 billion yuan on July 14, he held a total market value of 34.8 billion yuan in Changxin Technology and Zhaoyi Innovation. Crypto · Marketplace [Coinbase Opens Chinese User Registration] compared news, and several social media users reported that the Coinbase platform has opened registration for Chinese users. According to verification, the Coinbase platform is actually registrable, and authentication only takes 1 minute. [Interactive Brokers, which manage $930.3 billion of customer assets, supports two-way stablecoin deposits and reduces crypto transaction fees] In comparison, Interactive Brokers announced on Tuesday that it is expanding its digital asset business, adding new trading tokens such as Aave, Aptos, Canton, Lido DAO, Monad, NEAR Protocol, Plasma, Pax Gold, and Uniswap, and supports USDC, PYUSD and RLUSD make 24/7 stablecoin wallet transfers. Interactive Brokers manages approximately $930.3 billion in client assets as of 2026. Crypto trading commissions start at 0.12% to 0.18% of total transactions, with a minimum of $1.75 per order, and no additional spreads, markups, or escrow fees. The company said that UK and Irish accounts cannot use stablecoins for two-way deposits, and Irish affiliate customers cannot access newly listed crypto assets. [The Ethereum Foundation's privacy team spun off into the for-profit company EthSystems, supported by Lubin and Bitmine, etc.] In comparison, the Ethereum Foundation's institutional privacy working group (IPTF) was officially split into the for-profit company EthSystems, focusing on providing Ethereum on-chain privacy solutions for banks, asset management companies, and other regulated institutions. The company was co-founded by former EF members Mo Jalil, Oskar Thorén, and Aaryamann Challani, and is supported by Ethereum co-founder Joe Lubin and two major Ethereum holding institutions, Bitmine and SharpLink. EthSystems will provide customized consulting and zero-knowledge proof technology to help institutions maintain the confidentiality of transaction data, positions, and customer identity on the chain, while stating that it will...

38d agoWendy#Compare Daily Picks

Interactive Brokers, which manage $930.3 billion in client assets, supports two-way stablecoin deposits and reduces crypto transaction fees

On Tuesday, Interactive Brokers announced the expansion of its digital asset business, adding trading tokens such as Aave, Aptos, Canton, Lido DAO, Monad, NEAR Protocol, Plasma, Pax Gold, and Uniswap, and supporting 24/7 stablecoin wallet transfers via USDC, PYUSD, and RLUSD. Interactive Brokers manages approximately $930.3 billion in client assets as of 2026. Crypto trading commissions start at 0.12% to 0.18% of total transactions, with a minimum of $1.75 per order, and no additional spreads, markups, or escrow fees. The company said that UK and Irish accounts cannot use stablecoins for two-way deposits, and Irish affiliate customers cannot access newly listed crypto assets.

39d ago

NEAR Mainnet 2.13.0 released, introduced post-quantum signatures and dynamic sharding, and voting began on July 20

Comparatively, according to NEAR Chain Status's official announcement, NEAR mainnet version 2.13.0 has been released, introducing a post-quantum transaction signature scheme and dynamic sharding function. Voting will begin on July 20 at 8:00 a.m. Beijing time. Vadim, a former NEAR core developer, explained that this upgrade covers most blockchains' features that require a ten-year roadmap: post-quantum signature ML-DSA-65 became the third key type of protocol after ed25519 and secp256k1. Accounts can hold keys that cannot be forged by quantum computers, and only 32 byte hashes are recorded on the chain; dynamic sharding allows the chain to automatically monitor the state size of each shard and split the shards at the epoch boundary without protocol upgrades or manual intervention; gas keys are The agent economy provides key functionality, and a single account can run a batch of agents to send transactions simultaneously without nonce conflicts.

43d ago