发现41项问题，256 Foundation审计比特币矿机固件并揭示第三方风险
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Vana acquired the Memory team; an upgraded version of its application is now available for beta testing.
According to Foresight News , decentralized data network Vana has announced the acquisition of the Memory Protocol team, an open data protocol within the Base ecosystem. Jack Spallone, the head of Memory, has joined Vana to lead the integration of related technologies. The specific acquisition price was not disclosed. Simultaneously, an upgraded version of the Vana app has been launched for beta testing. This upgrade provides users with a personal data server deployed locally on their devices, controlled by the users themselves. It can connect to Spotify listening history, Ora sleep data, calendars, and cross-platform conversations, among other information. Data is stored locally, not on platform servers, and users can independently grant or revoke access permissions to third-party applications.
Data: The Bitcoin miners' cyclical stress index has fallen to a new low since 2026 and entered historically undervalued territory.
According to a report by analyst @gaah_im cited by Bitcoin News, the Bitcoin Miner Cycle Stress Composite Index has fallen to a new low for 2026, entering a historically "undervalued" range. This index combines the Puell Multiple and the Inverse Miner Capitulation Index, which respectively measure miner revenue and cost dynamics. Historically, their synchronization signals have been strong indicators of Bitcoin cycle bottoms. Previously, synchronized collapses of this composite index occurred near major Bitcoin bottoms in 2015, 2018, 2020, 2022, and 2024. The only time this composite index previously touched zero was during the 2015 capitulation period, when Bitcoin fell from approximately $300 to $160 within a week. The index's recurrence of similar behavior in 2026 signifies that miner stress has once again reached historically rare levels.
US pre-market news at a glance: Samsung's earnings report triggered a collective weakness in semiconductor stocks in pre-market trading; SpaceX officially debuts on the Nasdaq 100 today.
According to BlockBeats, the following are key market news items before the US stock market opened on July 7th: 1. Samsung released its Q2 earnings forecast, showing an operating profit increase of over 1800% year-on-year, with single-quarter profits exceeding the total of the previous three years. Simultaneously, the company's revenue also increased by 129% year-on-year, reaching 171 trillion won. Affected by the semiconductor sell-off triggered by the "sell-off" of Samsung's earnings, chip-related technology stocks generally weakened in pre-market trading. The three major US stock futures indices showed mixed results in pre-market trading: Dow Jones futures rose 0.41%, Nasdaq 100 futures fell 0.9%, and S&P 500 futures fell 0.09%. 2. SpaceX officially debuted on the Nasdaq 100 before the US stock market opened today, with Wall Street institutions collectively bullish. Most institutions believe that SpaceX is no longer just a traditional aerospace company, but a platform company with the potential for rocket launches, Starlink satellite internet, AI infrastructure, and future space computing. 3. DeepSeek is secretly developing its own inference chip. If successful, this would reduce reliance on external suppliers and give it more cost-effective hardware control. However, the project is still in its early stages and faces manufacturing and memory acquisition restrictions due to US export controls. 4. UBS recommends investors buy SK Hynix's upcoming American Depositary Receipts (ADRs) and sell its South Korean shares, as these new shares are expected to trade at higher prices. 5. JPMorgan strategists say the recent weakness in semiconductor stocks should be seen as a buying opportunity, as the chip upcycle is not yet over, and truly meaningful new supply may not appear until 2028. 6. US ADP employment change for the week ending June 20 was 21,000, compared to 30,750 in the previous week. 7. BlackRock will launch an ETF tracking the tech-heavy Nasdaq 100 index, aiming to meet investors' growing demand for participation in the AI-driven stock market rally and challenge Invesco's dominant position. 8. Amazon is returning to the US bond market to raise funds for its artificial intelligence infrastructure. The company will issue eight benchmark bonds with maturities ranging from 3 to 40 years, raising at least $25 billion in the dollar bond offering. 9. Global brokerages have begun coverage research on Elon Musk's SpaceX (SPCX.O), and a preliminary consensus has formed on Wall Street: buy the stock. At least six brokerages, including Morgan Stanley, Goldman Sachs, and UBS, have given it a buy rating, optimistic about its long-term growth prospects, although doubts remain about profitability and valuation.
Polymarket sued over dispute over Strategy's sale of a Bitcoin prediction market.
According to Mars Finance, on July 7th, two plaintiffs filed a lawsuit against Polymarket, accusing it of breach of contract and deceptive conduct in a prediction market related to whether Strategy would sell Bitcoin by the end of May. According to the complaint filed on July 3rd in the New York State Supreme Court, plaintiffs William Wood and Thomas Bush named Polymarket, its CEO Shayne Coplan, Chief Marketing Officer Matthew Modabber, and other related entities and individuals as defendants. The complaint alleges that the two plaintiffs held a "Yes" position in a binary prediction market that asked whether Strategy would sell any Bitcoin holdings by May 31st. According to Strategy's Form 8-K filing with the U.S. Securities and Exchange Commission (SEC), the company did sell 32 Bitcoins (BTC) between May 26th and 31st. However, the plaintiffs point out that Polymarket ultimately ruled the market "No." They stated that the platform added a clarification before settlement, effectively changing the criterion from "whether the sale was completed before May 31st" to "whether the sale was publicly confirmed before May 31st." Due to this change in criteria, although Strategy had sold Bitcoin within the deadline, the prediction market was ultimately ruled "no" on June 3rd via a UMA vote (the mechanism Polymarket uses to adjudicate disputed markets).
Opinion: Strategy's sale of BTC helps restore market confidence in STRC and reduces Bitcoin's short-term tail risk.
According to Mars Finance, on July 6th, Zach Pandl, Head of Research at Grayscale, stated that in his view, Strategy's sale of BTC was a necessary step to restore market confidence in STRC and its overall structure. Strategy's partial BTC sale last week further reduced the short-term tail risk of Bitcoin, and STRC is expected to continue its strong performance. Previously, it was reported that Strategy sold 3,588 Bitcoins last week, raising $216 million to pay dividends on its digital credit securities. As of July 5th, the company's Bitcoin reserves had decreased to 843,775, while it held $2.55 billion in US dollar reserves.
A summary of key pre-market news for US stocks: SpaceX donates shares to the "Trump account," and SK Hynix initiates its roadshow for a US IPO.
According to Odaily Odaily, the following are key financial news items in the US stock market that investors should pay attention to: 1. US stock index futures are mixed. Dow Jones futures are down 0.13%, S&P 500 futures are up 0.41%, and Nasdaq 100 futures are up 1.17%. 2. International oil prices fluctuated narrowly. WTI crude oil futures fell 0.76% to $68.167 per barrel; Brent crude oil futures fell 0.71% to $71.605 per barrel. 3. International spot gold and silver prices both declined. Spot gold fell 0.69% to $4,145.79 per ounce; spot silver fell 0.66% to $61.95 per ounce. 4. Semi-analytical research firm SemiAnalysis has published a report indicating that NVIDIA's Kyber NVL144 rack architecture may face delays. The firm attributes this to "significant challenges remaining in the manufacturing process of the PCB midplane" and predicts that delivery will be postponed until 2028. 5. Broadcom will develop custom (ASIC) chips for Apple, and the two companies have agreed to expand their technological collaboration until 2031. Broadcom shares rose more than 4% in pre-market trading. 6. SpaceX President and Chief Operating Officer will donate a portion of SpaceX shares to the "Trump Account" as part of the "Invest in America" program. 7. SK Hynix has officially launched its roadshow for a US IPO. The offering size is approximately $28 billion, potentially making it one of the top three largest IPOs in global history.