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During the weekend market closure of traditional markets, perpetual contract types of stocks may have already priced in the stock market trends. According to RootData, most popular stocks are above the last after-hours levels:Semiconductor Triple Long ETF (SOXL) is currently at $125.65, up 7.59% from the last trading day's after-hours reference price of $116.79;SanDisk (SNDK) is currently at $1,785.09, up 3.07% from the last trading day's after-hours reference price of $1,731.88;Micron Technology (MU) is currently at $1,043.54, up 2.84% from the last trading day's after-hours reference price of $1,014.74;iShares Semiconductor ETF (SOXX) is currently at $532.09, up 2.62% from the last trading day's after-hours reference price of $518.48;Intel (INTC) is currently at $98.16, up 2.46% from the last trading day's after-hours reference price of $95.80;SK Hynix (SKHY) is currently at $179.44, up 2.08% from the last trading day's closing reference price of $175.78;VanEck Semiconductor ETF (SMH) is currently at $578.73, up 2.06% from the last trading day's after-hours reference price of $567.05;SpaceX (SPCX) is currently at $150.54, up 1.87% from the last trading day's after-hours reference price of $147.78;IREN (IREN) is currently at $43.96, down 1.59% from the last trading day's after-hours reference price of $44.67;AMD (AMD) is currently at $483.59, up 1.58% from the last trading day's after-hours reference price of $476.08;

Future Asset Securities analyst Kim Young-gun stated that the expansion of Samsung Electronics' HBM shipments for AI applications is expected to offset the impact of the slowdown in growth of general-purpose memory chips next year. It is anticipated that Samsung Electronics' HBM shipment capacity and average selling price will soar by 57% and 49% respectively by 2027, expected to surpass the projected growth rates of 16% and 20% for general-purpose memory chips.Future Asset expects Samsung's earnings to be weighed down by the strengthening of the Korean won against the US dollar, but overall, it will remain robust. The agency has lowered its operating profit forecast for Samsung in 2026 by 5.7% to 370.057 trillion won and reduced it by 4.2% to 535.682 trillion won for 2027.

Ethereum co-founder Vitalik Buterin stated that the Poseidon hash function series, developed over many years, has generated significant practical value in Ethereum and other fields, and will continue to play a role in the coming years.Modern privacy protocols can quickly generate SNARK proofs on the client side, and Poseidon is one of the important reasons for this. Vitalik pointed out that today's general-purpose STARK has achieved extremely high performance, with the proof overhead for almost any batch computation reduced to three-digit levels, and it is expected to further drop to two-digit levels or even lower in the future, a development that has even exceeded expectations from the early 2020s.

According to TechCrunch, citing multiple informed sources, less than three months after emerging from stealth mode, the startup XDOF, which specializes in collecting real-world remote control data for training general-purpose robots, is in the late stages of negotiations for a Series B funding round, with an expected valuation of around $1.2 billion. This round of financing is led by 8VC.XDOF was co-founded in 2024 by researchers Philipp Wu (CEO) and Fred Shentu (CTO) from the University of California, Berkeley. The company previously completed a $70 million Series A funding round, with investors including Thrive Capital, Andreessen Horowitz, Lux, and Spark Capital. XDOF did not originally plan to raise funds again so quickly after completing this round, but informed sources say the company's business is growing rapidly, with annual revenue nearing $50 million, thus attracting several venture capital firms to proactively reach out and push for a new funding round.TechCrunch was unable to ascertain the specific amount of this funding round and could not confirm whether the aforementioned $1.2 billion valuation includes the new financing. Informed sources indicated that the transaction terms have not yet been finalized and may still change.

Connecticut Attorney General William Tong and State Banking Commissioner Jorge Perez issued a consumer alert: a resident lost $200,000 after depositing it into an unregulated DeFi crypto trading platform, and is currently unable to recover the funds. The alert lists seven offshore DeFi platforms: GMX, Gains Network, dYdX, Aevo, Drift Protocol, Vertex Protocol, and Hyperliquid, but does not state that the affected resident used any of them.Connecticut officials pointed out that some platforms offer leverage of 50x, 100x, and up to 250x; the related perpetual contracts also involve risks of liquidation, funding rates, smart contracts, and oracle risks. The alert also mentions perpetual contracts related to Apple, Tesla, Nvidia, and SpaceX, stating that they correspond to synthetic prices rather than actual stocks. Officials remind residents to verify the registration status of crypto services, keep records of transactions and communications, and report suspected fraud in a timely manner.

According to Politico, Texas Attorney General Ken Paxton has long advocated for strict enforcement of gambling laws, but after his political action committee received a $5,000 donation from the prediction market platform Kalshi in May 2025, and he personally received a $7,000 donation from Kalshi CEO Tarek Mansour in June of the same year, he did not participate in several legal actions initiated by other state attorneys general aimed at restricting Kalshi's operations.

Manus announced the resumption of independent operations and entered a new development stage. Founding team member Red Xiao and others will continue to be responsible for the company's operations, focusing on promoting product innovation and the development of general AI Agents.Manus stated that as an independent Agent laboratory, the company will continue to expand the capability boundaries of general AI Agents in the future and transform new capabilities into products to help users handle complex tasks. In the future, Manus will further integrate into users' daily workflows, interact more directly with the real world, and more proactively represent users in executing tasks. Manus also thanked users who recently helped with data backup and recovery and stated that more innovative products will be launched in the future.

During the weekend market closure of traditional markets, the perpetual contract types of stocks on the exchange may be priced in advance for Monday's market. According to RootData, most popular stocks are above Friday's after-hours levels:Robinhood (HOOD) is currently at $106.90, up 2.62% from the last trading day's after-hours reference price of $104.17;SK Hynix (SKHY) is currently at $163.96, up 1.82% from the last trading day's closing reference price of $161.04;IREN (IREN) is currently at $35.99, up 1.58% from the last trading day's after-hours reference price of $35.43;Strategy (MSTR) is currently at $129.22, up 1.46% from the last trading day's after-hours reference price of $127.36;Semiconductor 3x Long ETF (SOXL) is currently at $112.81, up 1.27% from the last trading day's after-hours reference price of $111.39;Gold Mining Stocks ETF (GDX) is currently at $100.91, up 1.25% from the last trading day's after-hours reference price of $99.66;SanDisk (SNDK) is currently at $1,501.31, up 1.15% from the last trading day's after-hours reference price of $1,484.30;Seagate (STX) is currently at $831.98, down 1.04% from the last trading day's after-hours reference price of $840.73;Circle (CRCL) is currently at $87.94, up 0.94% from the last trading day's after-hours reference price of $87.12;TSMC (TSM) is currently at $421.26, up 0.91% from the last trading day's after-hours reference price of $417.46;

Pablo Hernández de Cos, General Manager of the Bank for International Settlements (BIS), stated that stablecoins lack credibility in large-scale payment scenarios, making it difficult to use them as everyday currency. He believes that tokenized bank deposits are a better alternative, capable of achieving the advantages of tokenization while retaining the foundation of the monetary system. This statement comes against the backdrop of regulatory agencies in various countries establishing a regulatory framework for stablecoins.Hernández de Cos also acknowledged that stablecoins could lower government borrowing costs but might also increase bank financing costs, which would then be passed on to household and business loan rates. He pointed out that the interoperability between stablecoin platforms is limited, anti-money laundering controls are inconsistently enforced, and the widespread use of dollar-pegged stablecoins overseas could undermine the monetary sovereignty of other countries and the effectiveness of domestic monetary policy.On the same day, the Financial Stability Institute (FSI) under BIS released a research report comparing the stablecoin regulatory rules of the United States, European Union, United Kingdom, Hong Kong, and Singapore, finding significant differences in the qualifications of issuing entities and the scope of business they can conduct across jurisdictions. The United States and Singapore impose stricter restrictions on non-bank issuing entities, while Hong Kong, the United Kingdom, and the European Union allow certain additional businesses under separate authorization or licensing.

Analysis of the AI semiconductor and infrastructure cycle indicates that the demand for AI infrastructure will continue to exceed that of the internet era, as user penetration and per capita token are multiplied and converted into tokens, significantly raising the ceiling. User penetration has surpassed 50%, with growth primarily coming from the still-early per capita token; the median monthly AI spending per employee in U.S. companies is about $12, which could long-term approach around 10% of white-collar salaries, approximately $1,000 per month, leaving nearly two orders of magnitude of space in between. Unlike the flat subscriptions and extremely low marginal hardware consumption of the internet, the high costs of inference make the marginal cost of a single access higher, requiring greater infrastructure intensity.After developers program, the next ARR growth will still mainly come from broad programming: non-programmers use programming infrastructure to complete non-programming tasks across industries, with programming becoming the default execution kernel for agents. Tasks related to broad programming account for about 60% to 70% of ARR. As of June 2026, Codex accounted for 64% of the total output tokens from Codex and ChatGPT among OpenAI's enterprise clients; since February, Codex has seen a much higher weekly growth in verticals such as law, sales recruitment, and marketing compared to engineering. In Anthropic's revenue, narrow development/software accounts for about 40%, while finance and insurance exceed 20%, with law, life sciences, retail, and others also having considerable shares.The demand-side token growth logic remains, with a high overlap between funders and beneficiaries.

Physics AI company Transfyr announced the completion of a $25 million seed round financing, led by General Catalyst, with participation from Lux Capital, Breakout Ventures, Factory, Neo, SV Angel, MVP Ventures, Underscore VC, Lyda Hill, and several angel investors.The company is dedicated to bridging the gap between the physical and digital worlds, transforming scientific operational data into machine-readable data, and achieving a truly closed-loop system driven by artificial intelligence and automation.

According to Techcrunch, AI Agent testing infrastructure startup Arga Labs announced the completion of a $10 million seed round financing, led by General Catalyst, with participation from institutions such as BoxGroup, Emergence Capital, Gradient Ventures, and SV Angel.The company aims to address the challenges of testing, training, and adapting complex business systems during the deployment of enterprise-level AI Agents by creating a complete digital twin environment for enterprise software, replicating permission systems, Webhooks, and system interaction logic, allowing AI Agents to train in an environment close to real work.

According to SoSoValue data, after a significant rebound, the overall cryptocurrency market is experiencing a general pullback, with only the Layer2 sector remaining relatively strong, rising 1.13% in 24 hours, among which Stacks (STX) increased by 16.73% and Polygon (POL) rose by 6.29%. In addition, Bitcoin (BTC) fell by 1.10%, dropping below $79,000; Ethereum (ETH) decreased by 1.61%, falling below $2,500.In other sectors, the DeFi sector dropped 0.38% in 24 hours, with Ethena (ENA) down 7.78%, but Hyperliquid (HYPE) rose by 1.89%; the CeFi sector fell by 1.65%, with OKB (OKB) down 3.12%; the Layer1 sector declined by 2.39%, with Zcash (ZEC) down 6.44%; the Meme sector decreased by 3.42%, while SPX6900 (SPX) rose against the trend by 13.33%; the PayFi sector fell by 3.99%, with Dash (DASH) down 10.10%.

According to informed sources, Meta Platforms has discussed the possibility of reaching a settlement during court proceedings with the attorneys general of multiple states in the U.S. The case accuses Meta of designing Facebook and Instagram to be addictive for teenagers, facing a maximum fine of $1.4 trillion.

According to TechCrunch, the robotics startup Generalist has secured nearly $200 million in additional funding led by 8VC, bringing its post-money valuation to approximately $3 billion. This funding is an extension of the $400 million Series B round led by Radical Ventures in June, increasing the total amount raised in this round to $600 million.Founded in 2024, Generalist's founding team includes former Google DeepMind researcher Pete Florence, Andy Zeng, and former Boston Dynamics engineer Andrew Barry. The company is developing AI foundational models adaptable to various robots; its latest Gen 1.5 model claims to enable robots to learn and complete new tasks through video demonstrations lasting only 3 to 12 seconds.

According to market news, New York AI startup General Intuition is in talks to raise funding at a pre-money valuation of $6 billion, with new investors including Valor Equity Partners, Point72 Ventures, and Seven Seven Six, while existing investors Khosla Ventures and General Catalyst are also participating in this round of financing.The company is building foundational models to train general AI agents to move through space and time. This financing comes just weeks after General Intuition completed a $320 million funding round at a valuation of $2.3 billion. CEO Pim de Witte spun it out from the video game clip sharing platform Medal last October, leveraging hundreds of millions of hours of gaming data and player operation records as the initial training dataset. The company is becoming one of the hottest startups in the field of physical AI.

According to Gate market data, as Bitcoin fell below $77,000, the crypto market experienced a pullback, with altcoins generally under pressure and declining. Among them:TAC is currently priced at $0.001672, down 40.86% in 24 hours;FHE is currently priced at $0.01978, down 30.03% in 24 hours;SQD is currently priced at $0.03, down 29.01% in 24 hours;PTB is currently priced at $0.0007364, down 27.11% in 24 hours;INX is currently priced at $0.006619, down 26.43% in 24 hours;BASED is currently priced at $0.07328, down 25.35% in 24 hours;SWARMS is currently priced at $0.007254, down 24.80% in 24 hours;BEAT is currently priced at $0.1342, down 24.18% in 24 hours.

Former Magic Eden General Counsel sh0edog (Joe) announced his joining of the consumer-grade crypto finance application fomo as General Counsel. His personal background also includes being an advisor at Day One Law and previously working at Fenwick West, entering the crypto industry in 2016.sh0edog stated that fomo is one of the fastest-growing consumer finance applications, with daily spot trading volume exceeding $100 million and over 61,000 daily active traders. It ranks 5th in the finance category of the US App Store and has raised approximately $95 million in total funding. He noted that the team's execution and integrity are outstanding and is optimistic about its potential to build a global financial social network.fomo co-founder seyong and other team members have publicly expressed their welcome. sh0edog stated that he will assist in promoting fomo's development in the global consumer crypto and social application direction.