"山姆与FTX，是我最大的竞争对手。" 很快，山姆带着更大的蓝图找上赵长鹏。他和他的小团队向赵长鹏推销一个计划：希望由赵长鹏的币安提供资金和客户背书，山姆的Alameda Research提 供技术，共同创建一家全新的加密货币期货交易所。这家交易所的核心卖点在于其独特的风险控制机制：它设计了一种按秒（而非按日）监控客户持仓的 系统，一旦客户亏损，立即强制平仓。山姆声称，这能彻底解决困扰行业的"损失社会化"问题（即亏损由其他客户或交易所承担），因为"交易所永远不 会有损失"。 截然不同的"两种生物" 然而，这次游说并未成功。经过数周考虑，赵长鹏在2019年3月拒绝了山姆4000万美元的投资要求，并决定币安自行开发期货交易所。 这次拒绝，表面是商业决策的分歧，深层则是两位创始人性格与理念的巨大鸿沟。 在迈克尔·刘易斯的笔下，两人如同"两种生物"： （图源网络，侵删） 当币安（Binance）创始人赵长鹏（CZ）说出这句话时，他口中的对手——山姆·班克曼-弗里德（SBF）——正处在人生的巅峰时刻。这位顶着MIT天才、 百亿加密帝国FTX创始人、"下一个巴菲特"光环的年轻人，仿佛拥有点石成金的能力。然而赵长鹏或许早已 ...

Group 1 - The Chinese government has announced a policy to provide free preschool education, which will benefit approximately 12 million kindergarten children this fall [2][4] - Zhengzhou has initiated a level three flood emergency response due to heavy rainfall, leading to the suspension of production, business, classes, and outdoor activities [6][7] - The recent rainfall in Zhengzhou has been extensive and intense, increasing the risk of disasters [7] Group 2 - The Chinese central bank has increased its gold reserves for the ninth consecutive month, reaching 7,396 million ounces (approximately 2300.41 tons) as of the end of July [22] Group 3 - OpenAI has launched a new AI model, GPT-5, which significantly enhances capabilities in coding, creative writing, and complex query reasoning [25] - Huawei is set to release a new smartphone that supports eSIM technology, marking a shift towards cardless mobile devices [29][30] Group 4 - LV will close its only chocolate store in China, located in Shanghai, due to the expiration of the lease [26][28]

本文源自：金融界AI电报 电力公司Vistra股价上涨，此前报告称，尽管热浪天气带来提振，其收入仍低于预期，但该公司上调了 明年的盈利潜力展望。为了满足AI和其他需求，电力公司一直在扩大设施规模，比如Constellation Energy位于伊利诺伊州的克林顿核电站。电力公司Vistra Corp.的股价周四上涨，此前该公司上调了明年 的潜在盈利能力预估，理由是用于AI和加密货币挖矿的数据中心对电力的需求不断增长。在这方面， Vistra表示，在其为得克萨斯州的Comanche Peak核电站寻找更多数据中心电力买家的过程中，已收 到"极大兴趣"，但该公司未提供达成交易的时间表。该公司还暗示，美国总统唐纳德-特朗普的贸易政 策正在支持这一新的需求趋势。Vistra的电力来自天然气、核能和太阳能，该公司认为，日益增长的需 求将持续下去，就像20世纪90年代互联网和日益普及的计算能力改变了发电行业格局一样。 ...

Social Media & Community Channels - The document promotes a Twitter account (X) with handle @victalk6886 [1] - The document shares a Binance referral link [1] - The document shares a Telegram group link and username [1] Cryptocurrency & Web3 Focus - The document uses hashtags related to Web3, Binance, ETH, BTC, and crypto [1] - The document uses hashtags related to meme coins, Trump, Bitcoin, and specific tokens like $TRUMP [1] - The document uses hashtags related to Elon Musk and "gork" [1]

Core Insights - Bitget, a leading cryptocurrency exchange and Web3 company, will showcase an interactive digital installation called ₿itopia at the UNTOLD X music festival in Romania, blending cryptocurrency, creativity, and community [2][5][7] Company Overview - Bitget was established in 2018 and serves over 120 million users across more than 150 countries, offering innovative trading solutions and a non-custodial cryptocurrency wallet that supports over 130 blockchains and millions of tokens [8][9] Event Details - The ₿itopia installation features a large mascot sculpture named Bunz, surrounded by a 360° mirrored sanctuary, creating an immersive experience that reflects the surrounding forest during the day and transforms into a vibrant display at night [2][4] - Visitors can interact with the installation by triggering a heartbeat sensor that generates a real-time digital flower garden, symbolizing the intersection of imagination, biological rhythms, and blockchain technology [2][4] Artistic Collaboration - The installation is designed by RenaiXance, with contributions from visual artist Steven Mark Kübler and creative directors Otto Plesner and Miroslava Arangutia, aiming to create a space that resonates with the audience and elevates the dialogue between art and cryptocurrency [7][8] Vision and Impact - Bitget's COO, Vugar Usi Zade, emphasizes the goal of creating a fantastical space that allows visitors to experience the rhythm of visual art and the tangible resonance of cryptocurrency [5][7] - The installation aims to bring cryptocurrency into mainstream awareness, transforming it from a mere technical framework into a sensory experience that engages the audience [7][9]

Group 1: 401K Retirement Savings Plan Changes - The U.S. President Trump is set to sign an executive order allowing alternative assets such as private equity, real estate, and cryptocurrencies to be included in 401K retirement savings plans, potentially opening up approximately $12.5 trillion in retirement account funds to these sectors [2][3] - The executive order will instruct the Department of Labor to reassess the investment guidelines for alternative assets in retirement plans as per the Employee Retirement Income Security Act of 1974 [2][3] - The SEC will be tasked with facilitating alternative asset investments for participant-directed retirement plans, marking a significant move to integrate private assets into fixed contribution accounts [3] Group 2: Eli Lilly's Weight Loss Drug Performance - Eli Lilly reported second-quarter earnings that exceeded market expectations, with revenue of $15.557 billion, a 38% year-over-year increase, and net income of $5.661 billion, a 91% increase [5] - Despite strong earnings, the company's stock plummeted by 13% due to disappointing results from its experimental weight loss drug orforglipron, which helped patients lose about 11% of their weight, falling short of market expectations [5] - Analysts suggest that the underperformance of orforglipron may lead investors to reassess the competitive landscape of GLP-1 obesity drugs, potentially benefiting Novo Nordisk's oral semaglutide [5] Group 3: Intel CEO Controversy - President Trump called for Intel CEO Pat Gelsinger to resign, citing serious conflicts of interest, although no specific reasons were provided [6] - Following the announcement, Intel's stock fell by over 2% [6] - Intel stated that it values its role in U.S. national security and will communicate with relevant parties regarding the concerns raised [6]

Group 1: 401K Retirement Savings Plan Changes - The U.S. President Trump is set to sign an executive order allowing alternative assets such as private equity, real estate, and cryptocurrencies to be included in 401K retirement savings plans, potentially opening up approximately $12.5 trillion in retirement account funds to these sectors [3][4] - The executive order will instruct the Department of Labor to reassess guidelines regarding alternative asset investments in retirement plans and clarify the government's fiduciary responsibilities when offering funds that include alternative investments [3][4] Group 2: Eli Lilly's Weight Loss Drug Performance - Eli Lilly reported second-quarter earnings that exceeded market expectations, with revenue of $15.557 billion, a 38% year-over-year increase, and net income of $5.661 billion, a 91% increase [8] - Despite strong earnings, the company's stock plummeted by 13% due to disappointing results from its experimental weight loss drug orforglipron, which helped patients lose about 11% of their weight, falling short of market expectations [8] Group 3: Unemployment Claims and Federal Reserve - The U.S. Department of Labor reported an increase of 38,000 in continuing unemployment claims, reaching 1.97 million, indicating growing difficulty for unemployed individuals to find new jobs [6] - Following a significant downward revision of employment data, there are heightened concerns among investors and economists regarding further deterioration in the labor market, which may influence expectations for a potential interest rate cut by the Federal Reserve in September [6] Group 4: Intel CEO Controversy - President Trump called for Intel CEO Pat Gelsinger to resign, citing serious conflicts of interest, which led to a more than 2% drop in Intel's stock price following the announcement [10] - Intel stated that it values national security and the integrity of its role in the U.S. defense ecosystem, indicating ongoing communication regarding the issues raised by Trump [10]

Group 1: 401K Retirement Savings Plan Changes - The U.S. President Trump is set to sign an executive order allowing alternative assets such as private equity, real estate, and cryptocurrencies to be included in 401K retirement savings plans, potentially opening up approximately $12.5 trillion in retirement account funds to these sectors [3][4]. - The 401K plan is a retirement savings plan established under the 1978 Internal Revenue Code, where both employees and employers contribute to a fund that can be invested in various securities [3]. - The new executive order will instruct the Department of Labor to reassess guidelines regarding alternative asset investments in retirement plans and clarify the government's fiduciary responsibilities when offering funds that include alternative investments [3]. Group 2: Market Reactions - Following the announcement of the executive order, Bitcoin experienced a price surge, and private equity stocks like Apollo Group saw slight increases in pre-market trading [5]. - The news is expected to be a significant move by the Trump administration to integrate private assets into fixed contribution accounts and is part of efforts to promote the cryptocurrency industry [4]. Group 3: Eli Lilly's Weight Loss Drug Performance - Eli Lilly reported second-quarter earnings that exceeded market expectations, with revenues of $15.557 billion, a 38% year-over-year increase, and net profits of $5.661 billion, a 91% increase [10]. - Despite strong earnings, the company's stock plummeted by 13% due to disappointing results from its experimental weight loss drug orforglipron, which helped patients lose about 11% of their weight, falling short of market expectations [10][11]. - Analysts suggest that the underperformance of Eli Lilly's drug may lead investors to reconsider the competitive landscape of GLP-1 obesity medications, potentially benefiting Novo Nordisk's oral semaglutide [11]. Group 4: Labor Market Indicators - The U.S. Department of Labor reported an increase of 38,000 in the number of individuals continuing to claim unemployment benefits, reaching 1.97 million, indicating growing difficulties for unemployed individuals in finding new jobs [8]. - This data follows a government employment report that showed a more significant than expected slowdown in job growth, raising concerns among investors and economists about the labor market's further deterioration [8].

Group 1 - Ripple announced the acquisition of stablecoin payment platform Rail for $200 million, expected to complete in Q4 of this year pending regulatory approval [1] - The acquisition aims to create a comprehensive stablecoin payment solution and enhance Ripple's existing payment capabilities with new virtual accounts and automated backend processes [1] - Rail, headquartered in Toronto, supports cross-border payments using stablecoins and claims to handle 10% of global stablecoin payment transactions [1] Group 2 - The signing of a federal regulatory framework for stablecoins by President Trump in July is anticipated to make digital assets a common method for daily payments and fund transfers [2] - Stablecoins are designed to maintain value stability, typically pegged 1:1 to the US dollar, and have seen explosive growth in usage, particularly among cryptocurrency traders [2] - Ripple previously announced a $1.25 billion acquisition of multi-asset brokerage Hidden Road in April, aimed at enhancing the utility of its stablecoin RLUSD [2] - Ripple applied for a US banking license in July, following the lead of stablecoin issuer Circle, to bring its digital asset business under federal regulatory oversight [2]

格隆汇8月7日｜Bitfarms涨3.1%，Coinbase涨2.9%，Strategy涨1.6%。消息面上，特朗普将签署行政命令 允许加密货币进入401(K)账户。 ...