BNB Chain Releases 2026 Second Half Technology Roadmap: BSC Throughput Target to Double
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BNB Chain plans to launch a new Layer 1 blockchain, with the mainnet expected to go live in 2027.
According to Mars Finance, BNB Chain is developing a new Layer 1 blockchain for Agentic Trading and has released its first detailed architecture information after months of development. According to BNB Chain's technology roadmap for the second half of 2026, the new chain will run in parallel with the existing BNB Chain ecosystem, aiming to achieve transaction preconfirmation of less than 50 milliseconds. This aims to provide an execution experience close to that of a centralized exchange (CEX) while retaining the advantages of on-chain self-custody and transparency. In terms of technical architecture, the new chain will remove the traditional public mempool and introduce a transaction transmission mechanism called "TxStream," which directly sends transactions to block producers to reduce latency and minimize MEV extraction behaviors such as sandwich attacks.
BNB Chain activates Pasteur hard fork to strengthen bridge security
BNB Chain activates the Pasteur hard fork on BSC, closing bridge and validator security gaps while targeting greater transaction capacity.
Zhang Yuhang, Beijing Municipal Bureau of Economy and Information Technology: Developing the word-based economy and exploring business models such as quantity-based pricing, performance-based payment, and subscription-based hosting.
According to Mars Finance, Zhang Yuhang, a second-level inspector of the Beijing Municipal Bureau of Economy and Information Technology, stated on July 8th that the next step will be to create a new form of intelligent economy. This includes developing a word-based economy, building word-based factories, and exploring business models such as quantity-based pricing, performance-based payment, and subscription-based hosting; accelerating research and development of key technologies for embodied intelligence and robot products, and improving the systematic evaluation capabilities of robots; supporting the innovative development of intelligent terminals such as smartphones, smart computers, smart glasses, and smart homes, and improving the pilot-scale testing service system. (Beike Finance)
Market forecasters predict the Nasdaq 100 may experience volatility in the second half of the year, with AI trading momentum slowing.
According to Mars Finance, on July 8th, data from the prediction market platform Kalshi showed that traders are becoming more cautious about the NASDAQ-100 Index's performance in the second half of the year. Currently, the market believes there is approximately a 50% probability that the NASDAQ-100 will stabilize above 30,000 points by the end of the year, about a 40% probability that it will break through 32,000 points, and only about a 27% probability that it will rise to 33,000 points. This reflects a cooling of investor expectations regarding the sustainability of the AI-driven rally. Meanwhile, UBS released a report indicating that after the semiconductor sector's surge in the second quarter, the market is reassessing the next phase of AI trading. Although the long-term growth logic of AI remains unchanged, market leadership may undergo a structural shift, with funds potentially flowing from overvalued technology stocks to other sectors. Technology stocks may face more significant valuation corrections and sector rotation pressures in the second half of the year.
Hualing Cable: Its subsidiary, Sanzhu Technology, is developing liquid-cooled motor connectors, which will indirectly support Nvidia's supply chain.
According to Mars Finance, Hualing Cable (001208.SZ) released an investor relations activity record announcement. Sanzhu Technology, a key strategic component of the company in the connector and robotics fields, is currently performing well, achieving rapid growth in the first half of 2026, mainly benefiting from strong downstream demand and increased orders from both new and existing customers. In the AI liquid cooling field, Sanzhu Technology is developing a new product, a liquid-cooled motor connector, for an Asian liquid cooling system manufacturer. This product will indirectly supply NVIDIA's supply chain. In the rocket field, the company's clients include LandSpace, China Rocket, and related indirect supporting units. The main product being developed is reusable ignition cables, currently in the R&D, testing, and verification stage. In the satellite field, clients include China Aerospace Commercial Satellite Company and related indirect supporting units. (Cailian Press)
Goldman Sachs: South Korean stocks are expected to see a broad-based rally in the second half of the year; maintains KOSPI target of 12,000 points.
According to Mars Finance, on July 6th, Goldman Sachs released a new research report stating that the upward trend in the South Korean stock market in the second half of the year is expected to spread from AI storage leaders such as Samsung Electronics and SK Hynix to more sectors including energy, raw materials, and industrial manufacturing. Overseas funds are gradually positioning themselves in the upstream and downstream of the AI industry chain and other independent investment opportunities. Regarding market concerns about a bubble in the South Korean stock market, Goldman Sachs believes that the current increase in margin balances is mainly due to the growth of leveraged ETF net asset value, rather than new borrowing by investors. South Korean residents' assets are still mainly in real estate, cash, and overseas stocks, and the domestic stock market still has room for incremental capital inflows. Goldman Sachs predicts that South Korean companies' overall net profit will increase by approximately 320% year-on-year in 2026 and will maintain a growth rate of approximately 35% in 2027. It maintains its 12-month target of 12,000 points for the Korea Composite Stock Price Index (KOSPI), representing an upside of over 20% from current levels, but expects increased market volatility in the future.