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Citrini analyst Jukan posted on platform X that he received news from an expert conference call stating that the release date of Nvidia's next-generation Rubin architecture products may be delayed again, to the point where he "can't even take a break on Saturday."However, as of now, Nvidia has not made a formal response to the rumors regarding the delay of the Rubin project. Rubin is seen as Nvidia's new generation AI chip architecture following Blackwell, and its research and production progress has been highly monitored by the market. The above news remains an unverified market rumor, and the specific release date will need to wait for Nvidia's official disclosure.

According to Bloomberg, Nubank's parent company Nu Holdings, a crypto-friendly digital bank in Brazil, has been granted a formal banking license by Mexico's financial regulatory agency Comision Nacional Bancaria y de Valores, allowing it to conduct business such as payroll accounts, checking accounts, higher limit deposits, and more loan products locally.Since entering Mexico in 2019, Nubank has invested billions of dollars, and currently has over 15 million customers, accounting for about 15% of the local adult population. Founder and global CEO David Vélez stated that total investment in Mexico is expected to reach approximately $4.2 billion by 2030. Obtaining a full banking license is expected to help Nubank replace some wholesale financing with low-cost deposits and compete directly with large traditional banks in Mexico as well as fintech institutions like Revolut and Klar.

According to Bits.media, a new draft bill submitted by the Russian government aims to grant the Financial Supervisory Authority the power to monitor all cryptocurrency transactions. For cryptocurrency transactions exceeding 60,000 rubles and foreign trade cryptocurrency transactions exceeding 1,000,000 rubles, the agency will collect complete information such as the full names or corporate names of the payer and payee, wallet addresses, actual addresses, birth dates, and taxpayer identification numbers. Transactions below 60,000 rubles only require the provision of names and wallet addresses.The bill also stipulates that the new limit for digital asset transactions by banks is 1% of the bank group's capital, and banks must hold corresponding funds to cover risks for the purchased cryptocurrencies. The central bank will be authorized to restrict or prohibit specific cryptocurrency operations when they threaten investor interests or may "undermine the stability of the financial system," with the scope extending from non-bank financial institutions to banks. The bill is expected to take effect simultaneously with the main cryptocurrency regulatory legislation, originally scheduled for implementation on July 1, but the review has been postponed. The first deputy governor recently stated that the relevant laws may take effect on September 1.

Bloomberg ETF analyst Eric Balchunas stated that the alternative asset management firm Subversive Capital has submitted applications for two actively managed prediction market ETFs, including the Subversive Prediction ETF and the Subversive All Season Sports ETF.The related funds are expected to place bets on approximately 30 to 50 events across different prediction markets, covering areas such as macroeconomics, politics, weather, and sports events. Balchunas described it as the "degen Peter Lynch."

According to official news, the privacy public chain project MOBLUS STRIP (MS) announced the completion of a $50 million strategic financing round, led by Ventures. It is reported that this financing round was successfully closed after a six-month technical due diligence, and due to oversubscription, the project has officially launched a new round of institutional financing.It is reported that MOBLUS STRIP is a vertical field project under the global Web3 industry ecosystem alliance Crypto Oasis (Dubai Crypto Valley), mainly dedicated to developing a full-spectrum privacy public chain. This underlying blockchain natively integrates zero-knowledge proofs (ZKP), ring signatures, and distributed mixing protocols, while equipped with five sets of closed-loop decentralized application solutions, capable of providing security guarantees for any EVM-compatible blockchain or enterprise system without the need for hard forks.

According to monitoring by Catcher Predict, in the market prediction event "France vs Morocco - Player Performance" on Polymarket, the "Yes" option for the sub-market "Ayyoub Bouaddi: 3+ Shots" has experienced a dramatic fluctuation in winning probability, soaring from 3.5% an hour ago to the current 31.5% (a fluctuation of 28%). Please note the impact of related breaking news.

According to The Block, JPMorgan analysts pointed out that Strategy's recent sell-off of Bitcoin and its BTC monetization plan may bring temporary selling pressure, but it is not the main structural risk for Bitcoin. The greater risk lies in blockchain applications (including payments, clearing, RWA, etc.) increasingly shifting towards bank-built or regulatory-friendly permissioned 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 settlements adopt more private or delayed netting models, the activity, liquidity, and capital flow of public chains and tokens may be weakened, and the demand for stablecoins may also be partially replaced by bank tokenized deposits, thereby suppressing Bitcoin's performance. Analysts stated that a hybrid architecture, favorable regulation for public chain stablecoins, or a strengthened "digital gold" narrative may correct the above judgment.

The Hyperliquid Policy Center (HPC) and the wallet service provider Phantom submitted a joint opinion to the Commodity Futures Trading Commission (CFTC) calling for a clear delineation of the roles of "infrastructure developers" and "regulated financial service providers" in on-chain markets.The two parties suggested to the CFTC: first, to confirm that merely releasing on-chain protocol software does not constitute a regulated activity requiring registration, to avoid developers being viewed as unregistered exchanges or clearinghouses; second, to provide a compliant pathway for existing licensed exchanges and clearinghouses to engage in matching and clearing using on-chain infrastructure; third, to elevate the previous "no-action letter" regarding Phantom's "non-custodial wallets not being financial intermediaries" to formal rules, providing a unified and predictable regulatory framework for similar wallets.

According to Bubblemaps monitoring, the lending protocol Arrow Finance on the Robinhood Chain has approximately 80% of its token ARROW concentrated in a few addresses. On-chain analysis shows that 200 wallets, which previously had no EVM interaction records, purchased ARROW within 3 minutes of the token's launch, and these addresses were funded at the same time by the same source address 0x0a5...6a6c.Bubblemaps also pointed out that there are multiple large address clusters and reminded investors to exercise caution when trading ARROW before its product officially supports the Robinhood Chain.

According to Arkham monitoring, SpaceX marked an address for the first time in 6 months with an on-chain Bitcoin transfer. Data shows that a wallet controlled by SpaceX sent a small BTC test transaction to a wallet controlled by another company.Arkham stated that such small test transfers sometimes occur before companies make larger-scale treasury asset movements, but it does not necessarily indicate that a large transfer will follow. Currently, there are no signs that SpaceX has begun to adjust its Bitcoin reserves.

A five-day public debate between ether.fi CEO Mike Silagadze and KAST CEO Raagulan Pathy has brought KAST's user deposit terms into the spotlight. Silagadze publicly shared screenshots showing that KAST's terms treat users' deposited stablecoins as sold to KAST, with ownership immediately transferred to the company, and the original terms did not mention that users could request redemption.According to The Defiant, verified through the Wayback Machine, these terms have been in place at least since June 25. As of July 7, KAST updated its terms to include users' right to redeem unspent balances, but the legal structure remains unchanged—deposits are still defined as sales, with the company's total liability capped at $500, registered in Comoros, Anjouan Island, and governed by Seychelles law.Additionally, KAST previously promised that points would be exchanged for tokens on a one-to-one basis, but on July 2, this was changed to conversion into tokenized equity, causing dissatisfaction among users. Research account Decentralisedco pointed out that KAST can earn about 4-5% annualized returns from idle balances by counting users' stablecoins as company assets, a structure that differs from competitors like ether.fi, which settle through user-controlled smart contracts.

According to the official website of the Shanghai Stock Exchange, Chinese storage giant Changxin Technology disclosed its IPO prospectus and "Issuance Arrangement and Preliminary Inquiry Announcement" for the Sci-Tech Innovation Board on July 9, officially starting the IPO issuance process for the Sci-Tech Innovation Board. The announcement revealed that the offline subscription date and online subscription date for the company's new shares are both July 16, 2026. The announcement also indicated that Changxin Technology's stock code/offline subscription code is "688825," and the online subscription code is "787825." The announcement shows that the proposed public offering will issue 668,808.8608 million shares (before the exercise of the over-allotment option), and the issuer grants China International Capital Corporation an over-allotment option not exceeding 15.00% of the initial number of shares issued. If the over-allotment option is fully exercised, the total number of shares issued will increase to 769,130.1608 million shares.

According to CoinMarketCap data, publicly listed companies currently hold a total of 1,340,145 bitcoins, accounting for 6.38% of the total bitcoin supply. Among them, Strategy holds 62.96%, ranking first; Others account for 15.45%; Twenty One Capital and XXI each hold 3.25%, Metaplanet holds 3.21%, and MARA holds 2.71%.Against the backdrop of record net outflows from bitcoin ETFs in June, corporate treasury allocations have shown divergence. Data shows that Strategy has recently reduced some of its bitcoin holdings, while Strive's holdings have surpassed 19,800 bitcoins, and mining companies like Riot and CleanSpark continue to increase their positions.

According to official news, the cryptocurrency trading platform AscendEX has announced that it will cease operations, attributing the reasons to the current market environment and the impact of the EU's Markets in Crypto-Assets Regulation (MiCA).In response, on-chain detective ZachXBT pointed out that AscendEX's public hot wallet currently lacks sufficient liquid assets to cover the verified withdrawal demands of users amounting to millions of dollars. Affected users are advised to report to law enforcement and regulatory authorities in their respective countries or regions to hold AscendEX co-founder George (Jing) Cao accountable.

According to Reuters, informed sources revealed that due to the subscription scale reaching several times, South Korean chip manufacturer SK Hynix will end its $28 billion American Depositary Receipt (ADR) issuance book-building at 4 PM Eastern Time on Wednesday. It is reported that the final pricing guidance for this issuance will be announced after the close of the Korean stock market on Thursday, and the allocation results will be finalized later on Thursday evening, with plans to officially list on Nasdaq on July 10.The report pointed out that this issuance has attracted strong demand from American investors, with several large orders ranging from $200 million to over $1 billion. The company previously disclosed that institutions such as Baillie Gifford and Coatue Management have expressed interest in purchasing a total of up to $7 billion in ADRs. This transaction is expected to issue 17.79 million new shares, making it the second largest stock issuance in history globally, following SpaceX's record $85.7 billion IPO last month, surpassing the previous records of Saudi Aramco (2019) and Alibaba (2014). As a core supplier of high bandwidth memory (HBM) for companies like Nvidia and Google, SK Hynix stipulates that every 10 ADRs represent 1 share of common stock, with a reference price of 242,500 Korean won per ADR based on the Seoul closing price on July 3.

Vanguard Group's recruitment information shows that it is hiring a Head of Digital Assets for its Personal Wealth business. The job requirements include over 10 years of relevant experience, a deep understanding of digital assets (tokenization, stablecoins, custody, settlement, etc.), and the ability to innovate and manage risks within a regulatory environment.This position will be responsible for developing Vanguard's strategy, roadmap, and execution in the digital asset space, including assessing digital asset capabilities, product development, operational models, and cross-functional collaboration with departments such as product, technology, operations, risk, legal, and compliance. Additionally, it will represent Vanguard in external communications with industry participants, regulatory agencies, and clients.It is reported that Vanguard has allowed brokerage clients to trade crypto ETFs and mutual funds since last December, but the company has clearly stated that it has no plans to issue its own crypto investment products, believing that digital assets are still inconsistent with its long-term investment philosophy.

The European Central Bank has requested banks to develop plans to address the growing cybersecurity threats posed by cutting-edge AI models such as Anthropic's Claude Mythos. In a letter to the chief executives of banks, the ECB's chief supervisory officer, Claudia Buch, asked lending institutions to submit action plans by the end of October.She urged banks to accelerate software patch updates, strengthen AI-driven cyber defenses, and enhance oversight of third-party vendors, while emphasizing that banks need to modernize their infrastructure in the long term. Buch stated, "The ECB calls on all significant institutions to immediately assess the impact of the evolving threat landscape and develop comprehensive action plans outlining specific measures to strengthen relevant controls." ECB President Christine Lagarde warned last month that artificial intelligence could lead to a financial crisis and stated that bank CEOs need to ensure they are prepared and recognize that countermeasures require substantial investment. The ECB has conducted cyber attack tests under severe scenarios on 109 banks, and most of the vulnerabilities identified have been addressed.

According to The Defiant, the Web3 gaming guild Yield Guild Games (YGG) will shut down its game publishing department YGG Play, affecting 35 positions.Co-founder Gabby Dizon stated that the YGG Play platform and games such as LOL Land and Waifu Sweeper will operate until they go offline after July 31. YGG stated that this adjustment is "market-driven, not product-driven," mainly influenced by the macro environment. In the future, YGG will return to a smaller team and community-driven model and explore a new business of selling player-generated training data to AI labs.