1. Spotify Requires Kalshi and Polymarket to Remove Brand Logos; Streaming Manipulation Incident Impacts Prediction Market Settlements;
2. South Korean Companies Question OUSD Alliance Membership List: Samsung and Others Say They Did Not Participate in Discussions and Are Unclear About Their Roles;
3. IMF: The future of tokenized systems depends on policy choices; three types of settlement assets—including stablecoins—may coexist;
4. Serenity: NVIDIA is the market leader in ASICs, while manufacturers like Maiwell continue to chip away at Broadcom’s market share;
5. Serenity: Chinese VC capital is accelerating its flow into physical AI and world model sectors;
6. CME Group’s average daily crypto futures trading volume in June rose 76% year-over-year, with notional value exceeding $10 billion;
7. Leverage Frenzy in the South Korean Stock Market: ETF assets under management surged to $45 billion, with leverage exposure hitting a record high;
8. Meta’s Chief AI Officer Addresses Market Misunderstandings: Zuckerberg’s remarks about a slowdown in the development of AI agents were not specifically directed at Meta.
Svmuu Morning Brief
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
24H Trending
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1
The 10-year U.S. Treasury yield is down approximately 8 basis points from its previous close, currently at 4.96%.
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2
Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
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3
Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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4
New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
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5
Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
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6
Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
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7
Israel continues its attacks on Gaza, with the Gaza Ministry of Health stating that dozens have died while awaiting permission to leave, renewing calls to open the Rafah crossing.
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8
Unlimit founder backs Phase blockchain with $45M as mainnet launches
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9
DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
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10
onXRP Team to Launch New Trading Method on XRP Ledger Next Week
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