FTX将于7月31日启动第五轮债权人分配，规模约9亿美元
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Kraken's parent company wins $22 million arbitration case against auditing firm Mazars.
Odaily that Kraken's parent company, Payward, has won an arbitration against its former auditing firm, Mazars USA, with the arbitrator ruling that Mazars must pay Payward $22 million. Payward is currently seeking confirmation of the arbitration award and a final judgment from the Delaware Court of Chancery. The controversy stemmed from the peak of "Operation Choke Point 2.0" in 2022. Payward claims that Mazars abruptly withdrew from an audit of Kraken that was nearly complete, without finding any problems with the company, but this move damaged Kraken's reputation and forced it to spend years and significant legal fees clarifying its situation. Payward co-CEO Arjun Sethi stated that auditing is not a "gift" for crypto companies, but rather a critical infrastructure for maintaining trust with banks, licenses, counterparties, and regulators. An auditing firm withdrawing without finding anything negative leaves the company unjustly shrouded in suspicion. "Operation Choke Point 2.0" is the crypto industry's term for the regulatory pressure exerted during the Biden administration, referring to the informal pressure exerted by US regulators on banks to restrict services to crypto businesses after the FTX collapse. Sethi stated that the US FDIC sent at least 25 letters to 24 banks, demanding that they suspend or avoid expanding their crypto-related businesses. This ruling is also seen as a legal counterattack by the crypto industry against such regulatory pressure.
Nansen CEO: If CZ had acquired FTX back then, he might now indirectly hold significant shares in Anthropic and Cursor.
According to Odaily Odaily, Alex Svanevik, CEO of on-chain data analytics platform Nansen, stated in an article published on the X platform that, from a hindsight perspective, if Binance founder CZ had completed the acquisition of FTX back then, his potential asset structure might have changed significantly. He might have indirectly held approximately 8% of Anthropic, approximately 5% of the AI programming tool Cursor, and some investment interests related to SpaceX. It is understood that CZ disclosed its intention to acquire FTX in November 2022, but abandoned the acquisition due to problems found during due diligence that were beyond its control. Subsequently, FTX filed for bankruptcy protection.
Circle CEO: USDC remains the world's most trusted stablecoin and will continue to expand its ecosystem and welcome market competition.
According to BlockBeats, on July 1st, Circle co-founder and CEO Jeremy Allaire stated that as the internet continues to reshape the global infrastructure for storing and transferring funds, stablecoins will become one of the biggest market opportunities globally. This is the core reason why Circle founded and continues to build the world's largest compliant stablecoin network. Allaire stated that USDC remains the most trusted, widely used, and institutional-facing stablecoin globally, currently boasting thousands of partners across multiple sectors including banking, payments, capital markets, and enterprises. Circle will continue to expand the USDC ecosystem, including supporting more blockchain networks, improving cross-chain interoperability, and encouraging more partners to participate in sharing the economic value of the USDC network. Furthermore, Allaire stated that Circle welcomes continued innovation and competition in the stablecoin field and will continue to expand the support for more USD and non-USD stablecoins across its Arc, CCTP, StableFX, Circle Wallets, and CPN platforms, promoting the construction of an internet finance system centered on stablecoins.
Anthropic CEO in an exclusive interview: Diverging from OpenAI's vision and lacking trust, the market will decide the outcome.
According to a report by Business Insider, Anthropic CEO Dario Amodei recently discussed his competitive relationship with OpenAI and its CEO Sam Altman in an interview. Amodei stated that he is "calm" about the current competitive landscape between the two companies, frankly acknowledging their differing visions and lack of trust. He said, "When you don't share a vision and don't trust each other, arguing is pointless," emphasizing that both sides should pursue their own paths, ultimately letting the market and public opinion determine the winner. Furthermore, Amodei suggested that the AI industry needs "trustworthy players" to jointly develop standards, thereby forcing other untrustworthy peers to comply. He specifically mentioned his 15-year relationship with Google DeepMind CEO Demis Hassabis, highlighting their close cooperation and trust in computing power procurement and security philosophies, thus refuting the widespread notion of "mutual distrust" in the AI field.
Goldman Sachs: The IPO market recovery is a cyclical correction; AI financing is driving growth but is far from reaching a frenzy.
According to Odaily Odaily, Goldman Sachs stated that although the US IPO market is expected to rebound significantly in 2026, current activity levels remain significantly lower than the speculative frenzy during the dot-com bubble. Data shows that by 2026, approximately 50 companies in the US have completed IPOs, more than double the number from the same period last year; the total financing amount is estimated at around $120 billion, approaching the record level for the entire year of 2021. Goldman Sachs' chief U.S. equity strategist, Ben Snider, pointed out that this round of IPO recovery is more of a "normal cyclical rebound," driven by factors including a wave of large-scale IPOs and rising capital expenditure needs related to artificial intelligence. However, he emphasized that compared to the dot-com bubble of 2000 and the market frenzy of 2021, the current market still lacks the extreme speculative number of issuances. Over the past 25 years, the U.S. has averaged about 100 IPOs per year, while in 2021 there were over 250, and in 1999 it was close to 400. Meanwhile, the market structure has also diverged: the IPO process for crypto companies has slowed significantly, with companies such as Kraken's parent company Payward, Consensys, Ledger, and Grayscale all postponing or suspending their listing plans. Analysts point out that funds are flowing more towards AI and technology IPOs, including potential or high-profile projects such as OpenAI and SpaceX, temporarily reducing the hype in the crypto asset market. The current market still exhibits "early bubble characteristics" such as high valuations and AI-driven investment themes, but in terms of the number of IPOs, it is still significantly lower than the historical frenzy, and the overall trend is closer to a structural recovery than a full-blown speculative cycle. (CoinDesk)
Strive CEO: Digital lending price volatility stems from leverage liquidation events, not from a deterioration in underlying credit quality.
Odaily Odaily reports that Strive's CEO posted on the X platform that today was one of the most challenging days in the history of digital lending. STRC traded as low as $82.50 before rebounding sharply, and SATA also rebounded after falling from near par value to the low $90 range. Today's event was a leveraged liquidation, not a deterioration in underlying credit quality. Strive's dividend reserves remain intact, the company is not under pressure, and it remains able to fulfill its obligations and continue executing its strategy. The issuer's creditworthiness remains robust, and the underlying credit conditions are largely unchanged from before today's volatility. Both STRC and SATA saw significant buying near their intraday lows, driving the price recovery. A liquidation event is not the same as a credit event, and today's price action has not altered its confidence in the long-term opportunities in digital lending.