今日恐慌贪婪指数升至 34，市场处于「恐慌状态」
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Equation News founder Vida: Personal AI programming tools cost over $10,000 in the past three months.
According to Foresight News , Vida, the founder of Formula News, published an article titled "Where Did Vida Go?", revealing that he has been deeply involved in AI programming development over the past three months. During this period, his personal account has spent over $10,000 on tokens on OpenAI Codex and Anthropic Claude Code. He has also put his previously conceived projects and game assistance tools into practice and given away multiple Codex subscriptions to relatives and friends in China.
NEAR has announced that it will release important news on July 7th.
According to Foresight News , NEAR posted a message announcing an important announcement on July 7, with the caption "for Business".
DefiLlama: The DL News website and assets have been taken over by a new owner and are no longer affiliated with them.
According to Foresight News , DefiLlama tweeted that the DL News website and related assets have been taken over by a new owner, and there is no longer any affiliation between the two parties. DefiLlama cannot confirm any information regarding the new owner's external communications and will not endorse any content published by DL News. Future content on DL News will not represent the views of DefiLlama.
Japanese prediction market startups are using a points-based system to circumvent policy bans, offering alternatives to Polymarket and Kalshi.
According to a Bloomberg report, Foresight News reports that Japanese prediction market startups are using a points system to circumvent bans. Miraima, a Japanese prediction platform launched by Gen Z entrepreneurs, allows users to bet on real-world events and earn points that can be redeemed for cash rewards such as gift cards. Since its launch last November, Miraima has amassed nearly 1 million monthly active users, thanks to the recent popularity of sporting events like the World Cup. Its competitor, Poyp, launched a similar app earlier this year, while mobile game developer Gumi Inc. launched a points-based prediction game in June. Polymarket and Kalshi are currently blocking or discouraging users from placing bets on their platforms in Japan and are not conducting any official marketing activities there. According to sources familiar with the matter, Polymarket is optimistic about its long-term prospects and recently appointed a local representative to lead a lobbying effort to secure government approval. Polymarket declined to comment on its operations in Japan but stated that it has noticed the growing interest in its business in Japan and throughout Asia. Kalshi also declined to comment.
Anthropic's export restrictions remain in effect for two weeks, prompting Asian AI companies to accelerate the rollout of local alternatives.
PANews reported on June 27th, citing TechCrunch, that the US export restrictions on Anthropic's high-end AI models have been in place for two weeks, prompting Asian AI companies to accelerate the development of local alternatives due to overseas supply shortages. Chinese cybersecurity company 360 launched TuLongFeng, a vulnerability discovery AI tool, to compete with overseas products like the Mythos series. Japanese AI startup Sakana AI released its new model, Fugu, whose comprehensive capabilities rival Fable 5 and Mythos Preview, leveraging a unified API to achieve multi-model collaborative scheduling and automatic AI agent orchestration architecture.
The long-standing feud between Apple and Micron has erupted, and China's alternative production capacity may become the biggest winner.
According to Mars Finance, on June 27th, the trade dispute between Apple and memory chip giants such as Micron and SK Hynix continued to escalate this week. On Thursday, Apple announced a price increase for several products, including MacBooks and iPads, due to soaring memory prices, and issued a statement saying it "can no longer protect consumers." The news caused Apple's stock price to plummet, wiping out approximately $265 billion in market value. Just the day before, Micron released an epic earnings report that far exceeded market expectations, driving its stock price up by 13%. On the day of the earnings release, Micron CEO Sumit Sadana reflected on past failures, implying that Apple had used its negotiating advantage to drastically lower prices during the last industry downturn, severely weakening the company's ability to invest in production capacity and sowing the seeds of the current severe memory shortage. He further alleged that Apple's price-cutting behavior led to huge losses for suppliers like Micron and SK Hynix in 2022 and 2023, while Apple profited over $16 billion during the same period through its pricing strategy for different iPhone storage capacities. Market analysis points out that the long-standing feud between Apple and memory chip giants, coupled with Apple's recent forced price increase, may indicate uncertainty surrounding their long-term cooperation. On the other hand, Apple has proactively sought alternative solutions: lobbying the Trump administration to include Chinese companies like Changxin Memory in its supply chain. Analysts suggest this is Apple's most realistic solution at present, as they urgently need Chinese DRAM and NAND production capacity to counter the rising influence of competitors like Huawei and maintain Apple's market share in China and globally. Public information shows that Changxin Memory is about to list on the Shanghai Stock Exchange's STAR Market with a valuation of $500 billion. As a core DRAM company in China, its current production capacity primarily supplies domestic customers. Its core customer base includes AI chip startups such as Alibaba Cloud, Huawei, and Cambricon, as well as terminal manufacturers like Xiaomi and Lenovo. Currently, the company's products focus on general-purpose DRAM while rapidly shifting towards HBM to support AI computing power.