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According to on-chain analyst @ai_9684xtpa, the smart money that previously profited $4.15 million from going long on SK Hynix, Micron, and Intel has turned bearish for the first time.Around 17:30 today, they opened a package of short positions on Micron (MU), SK Hynix (SKHX), SanDisk (SNDK), Intel (INTC), and BTC, with a total position exceeding $34.9 million. The U.S. stock market opened with a sharp decline, and within just four hours of opening the positions, they had already realized a profit of $1.742 million.

According to official news, AI-assisted development of the Web3 infrastructure layer Canopy has completed a $8.5 million seed round financing, with participation from Arrington Capital, Fenbushi Capital, Borderless Capital, and SNZ Capital.The raised funds will be used to support its mainnet launch, expansion of the engineering team, and the development of native AI development tools.

According to the latest industry reports and corporate disclosure documents, the technology industry is experiencing a large-scale wave of layoffs driven by artificial intelligence (AI) in 2026. Despite several companies achieving record high revenues, major tech giants are intensively restructuring their organizational frameworks to reallocate funds towards AI infrastructure development and to enhance operational efficiency through AI. Data shows that in May of this year, the number of layoffs in the tech industry reached the highest monthly record in years, with AI being the core reason for the layoffs.On the execution level, several leading companies have implemented large-scale personnel reductions. Oracle's latest documents reveal that in the past 12 months, 21,000 employees (approximately 13% of the total workforce) have been laid off due to internal AI technology deployment. Amazon cut 16,000 corporate positions in January this year, with management expecting that the widespread application of generative AI will significantly reduce the demand for traditional roles. While Meta laid off about 8,000 employees, nearly 7,000 were reorganized into core AI business positions. Block significantly reduced its workforce by 4,000, nearly halving its total number of employees to adapt to the flattened operational model brought about by AI tools.Additionally, companies including Cisco (4,000 people), Intuit (3,000 people), Atlassian (1,600 people), Cloudflare (1,100 people), Snap (1,000 people), as well as Coinbase, Salesforce, and others have announced substantial layoff plans related to AI transformation this year. At the same time, although Google, Microsoft, and IBM have not disclosed specific total layoff numbers, they are also continuously advancing rolling job replacements and restructuring linked to AI strategies.

The AI native oracle Cournot Protocol, invested by YZi Labs, has officially integrated with 42, an event market backed by institutions such as Dragonfly and Coinbase Ventures, becoming its official AI native oracle. Cournot will provide continuous monitoring, evidence endorsement assessment, and a transparent analysis workflow driven by Cournot's "reasoning proof" framework.As the event trading platform expands into sectors such as sports, politics, creator economy, and crypto-native events, building a market adjudication mechanism is becoming a core challenge in the infrastructure domain. Unlike traditional data feed oracles, Cournot continuously tracks external dynamics, aggregates multi-source evidence for cross-examination, and analyzes the settlement conditions of various markets, generating an auditable reasoning chain while outputting adjudication results.The recent integration of the prediction market Myriad Markets by Cournot reflects the macro trend of the industry migrating towards "AI-assisted settlement" infrastructure. Cournot's core capabilities will gradually expand from empowering prediction markets to areas such as Agentic Commerce, complex RWA, card games, and parametric insurance. More and more platforms are realizing that complex real-world outcomes are often not adjudicated by a single API or a price feed, which is precisely why they are beginning to seek new types of oracles.

According to Slow Fog's disclosure, a new variant of Shai-Hulud Hades has been found attacking PyPI. The malicious package drops a .pth file that executes automatically when Python starts, and checks if Bun is installed locally; if not installed, it downloads the official Bun binary from GitHub Releases, and then executes a multi-layer obfuscated JavaScript payload to steal credentials from GitHub, npm, AWS, and cloud services.Slow Fog stated that this variant uses the same RSA public key and infrastructure as previous Shai-Hulud attacks, and has capabilities such as encrypted exfiltration, persistence, CI/CD injection, and GitHub Actions injection.

The latest report from Gate Research Institute titled "Gate Research Institute: The Market Capitalization of the Three Storage Giants Exceeds One Trillion Dollars, Gate Supports Their Real Stock Trading" points out that as the demand for AI large model training and inference continues to grow, the global storage industry is entering a new round of value reassessment.The report shows that the market capitalizations of the three storage giants, Samsung Electronics, SK Hynix, and Micron Technology, have all surpassed one trillion dollars, reflecting a repricing of the strategic value of AI storage infrastructure. Among them, Micron Technology has recently officially joined the one trillion dollar market capitalization club, becoming one of the most watched reassessment targets in the AI storage industry chain.The report mentions that the current rise in the storage sector is not a rebound from the traditional DRAM cycle, but is driven by structural demand growth brought about by the expansion of AI data centers. The importance of high-end storage products such as High Bandwidth Memory (HBM), DDR5, and enterprise-level SSDs continues to increase, pushing storage from being a supporting component in the computing power system to becoming a key resource that affects model training efficiency, inference performance, and deployment costs.In addition, Gate has officially launched stock trading services, allowing users to trade mainstream securities market stocks and ETF assets using USDT, and has introduced perpetual contracts for stocks and leveraged ETF products, providing investors with more diversified trading and allocation tools to participate in AI storage and semiconductor theme investments.

2U2.ai announced that it has secured a new round of strategic investment, with the specific amount not yet disclosed. The investors in this round include Castrum Istanbul and M2M Capital, which will support 2U2.ai in continuing to advance Meme infrastructure construction and ecological expansion.So far, 2U2.ai has received support from institutions such as Becker Ventures, CGV FOF, Gemhead Capital, K24 Ventures, Castrum Istanbul, and M2M Capital.2U2.ai is building a MemeLayer for Web3, driven by AI for Meme generation, dissemination, and remixing, to create a scalable and incentivized Meme content network. Currently, the platform has launched the Meme Arms Race points system, allowing users to earn points by creating, sharing, and disseminating Meme content, and participate in subsequent ecological incentives on the platform.

Vitalik Buterin published an article discussing the application prospects of Formal Verification in the field of blockchain security.The article points out that a new paradigm is emerging in Ethereum's cutting-edge research and development, where code is directly written using EVM bytecode, assembly, or Lean, and its correctness is verified using automatically checkable mathematical proofs in Lean. Researcher Yoichi Hirai refers to this paradigm as "the ultimate form of software development."Vitalik believes that AI-assisted formal verification is expected to enhance both code efficiency and security, particularly suitable for security core modules such as STARK, ZK-EVM, quantum-resistant signatures, and consensus algorithms.The article also emphasizes that formal verification is not a panacea and may still fail due to issues such as incomplete proof coverage, specification errors, and hardware side channels; in the future, software may differentiate into "security cores" and "non-security edges," with Ethereum becoming one of the important security cores.

According to the Ministry of Public Security of China, recently, the police from China, the United States, and the United Arab Emirates conducted international law enforcement cooperation for the first time, jointly combating telecom network fraud crimes in the Dubai area. They successfully dismantled 9 fraud dens and arrested 276 criminal suspects.Investigations revealed that the related fraud gangs established "romantic" relationships with victims through social platforms, deceiving them into trusting them emotionally, and then inducing victims to invest in so-called high-return cryptocurrency projects, resulting in their fraud. A relevant official from the Ministry of Public Security of China stated that this joint crackdown is an important achievement of international law enforcement cooperation by the Chinese police. The Chinese police will deepen practical cooperation with more countries, carry out joint crackdown actions, resolutely eliminate fraud dens, and make every effort to capture suspects involved in telecom fraud, effectively safeguarding the legitimate rights and interests of people in all countries.

According to the blockchain security organization SlowMist (@SlowMist_Team), a highly complex npm worm named "Mini Shai-Hulud" is spreading through well-known developer projects such as TanStack, UiPath, and DraftLab, as monitored by their threat monitoring system MistEye. Attackers hijack GitHub credentials to publish malicious packages disguised as legitimate updates, embedding a hidden script router_init.js that runs silently in CI/CD environments like GitHub Actions, specifically designed to steal CI/CD keys, cloud infrastructure keys, and cryptocurrency wallet information, using GitHub's own infrastructure for data exfiltration.SlowMist has synchronized relevant threat intelligence (IOC) with clients and recommends that projects using the affected packages immediately check their CI/CD pipelines for the presence of the router_init.js file, rotate all exposed GitHub, cloud service, and cryptocurrency credentials, and continuously monitor for abnormal background activities in the development environment.

According to The Block, Amazon Web Services (AWS) has partnered with Coinbase and Stripe to launch Amazon Bedrock AgentCore Payments, enabling AI agents to complete transactions using stablecoins.Coinbase stated that developers can build "agent-based payment" solutions based on the x402 protocol, allowing AI agents to make small payments using USDC. This feature enables AI agents to make instant payments for web content, APIs, MCP servers, and other agents. AWS noted that developers can choose between Coinbase or Stripe wallets and recharge their wallets using stablecoins or fiat currency.

According to Cointelegraph, Coinbase CEO Brian Armstrong stated that due to market conditions and the company's transition to an AI-native architecture, Coinbase is laying off about 14%.

Aave Labs announced the launch of the AI-driven governance security system Aave Checkpoint, which adds a structured multi-layer review process for each proposal and load before execution.It is reported that the workflow of Checkpoint is divided into two phases: the automatic AI analysis phase, where the system automatically retrieves on-chain data, proposal source code, and IPFS text when a new proposal is submitted, cross-references the parameters with governance specifications, uses Seatbelt to simulate output and check the proposal execution path, runs over 60 specialized security analysis agents for vulnerability detection, DeFi-specific risk analysis, agent upgrade security checks, etc., and generates a structured audit report with pass/fail conclusions; and the mandatory manual review phase, where each AI-generated report must be independently signed off by at least two people before it can be considered reviewed. Checkpoint covers Aave V3, V4, GHO, and Aptos-v3 protocols, including 5 custom Aave governance skills and 52 external security skills.

According to official news, the AI-based cryptocurrency distribution operating system PeakAI has completed a $2 million seed round financing, with investments from Cogitent Ventures, Covey, CatcherVC, 10K Ventures, MARBLEX, PAKA, and ViaBTC Capital.It is reported that since its launch, PeakAI has attracted over 100,000 creators, generating more than 200 million views on TikTok and X platforms, and driving real growth for partner projects.

According to CoinDesk, analysts at brokerage firm Bernstein maintain an "outperform" rating on USDC issuer Circle's stock, with a target price of $190, representing about a 60% upside from the current level of $120.The report notes that the adoption of stablecoins is increasingly decoupling from the cryptocurrency market cycle. Despite the market being in a bear phase, the supply of USDC has rebounded to nearly a record $78 billion, and the total market capitalization of dollar-pegged stablecoins remains stable at around $270 billion. Adjusted stablecoin trading volume has increased by over 90% year-on-year, with trading turnover rising, indicating that stablecoins are being used more frequently in scenarios outside of cryptocurrency trading.Payment adoption is the main driver, as stablecoins are gradually being integrated into traditional card networks. Visa currently supports over 130 stablecoin-linked cards across more than 50 countries, with an annual settlement volume of approximately $4.6 billion. AI-driven "proxy finance" could become a new growth theme, as machine-to-machine micropayments between autonomous software agents will require stablecoins as a natural payment rail.

MCN Group officially announced today that it has completed the full acquisition of the NADI public chain (NADI Chain) and will undergo a comprehensive strategic restructuring.Based on a shared belief in the future development trends of blockchain technology, both parties have decided to integrate their advantageous underlying technologies and the resources of hundreds of millions of global users, fully incorporating the NADI public chain into the MCN ecosystem to jointly create a brand new public chain, MCN Chain, dedicated to building a comprehensive and multi-dimensional AI + blockchain ecosystem.According to the acquisition and restructuring plan, the new public chain will uniformly use MCN as the official sole native token. It will deeply empower the new public chain in terms of technological research and development, ecological incentives, and market expansion. MCN Group will use this as a starting point to build a more vibrant and competitive global AI Agent blockchain network.