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Microsoft Teams has strengthened permission management for third-party AI agents, requiring confirmation from the meeting organizer before granting access.
Microsoft has announced a new AI bot management policy for its Microsoft Teams meeting application. When a third-party AI bot attempts to join a meeting, it must first obtain approval from the meeting organizer. According to the announcement, Microsoft has added a "Manage external bots and their access to meetings" policy to the Teams admin panel. This feature is enabled by default, and administrators can apply it to specific users or user groups. When Teams detects an external AI bot attempting to join a meeting, it will first place it in the meeting lobby. Only after the meeting organizer confirms and approves it can the bot officially join the meeting. Administrators can also choose to disable this feature according to their enterprise needs. (Sina Finance)
Analysis: The Bitcoin net UTXO supply ratio triggered a buy signal for the first time since November 2022, but bottom confirmation still needs to be awaited.
PANews reported on July 3rd that CryptoQuant analyst Axel Adler Jr. released a report indicating that the Bitcoin Net UTXO Supply Ratio has entered buy territory for the first time since November 2022, triggering buy signals in several trading days from late June to early July. Historically, such signals typically appear near cycle lows, thus possessing some reference value. However, confirming a bottom requires observing whether the ratio can stabilize in a positive value while the price rises in tandem; a return to negative territory could be a false signal. Meanwhile, the loss ratio indicator shows that the fast moving average broke through 50% at the end of June, meaning that more than half of Bitcoin is in a loss-making state; however, the slow moving average remains around 40%. If the loss ratio maintains its current level, it will take approximately 7 to 8 weeks for the slow moving average to reach the 50% threshold.
Analysis: Bitcoin may be entering a period of bottoming out; Strategy's sale of Bitcoin did not trigger panic.
According to a recent report by Bitfinex Alpha, as Odaily by Odaily, Strategy recently conducted its first large-scale Bitcoin sale, but the market showed strong resilience and no significant selling pressure emerged. Bitcoin rebounded after hitting a low of $57,803 on July 1st, and its performance in July remains positive, consistent with the views expressed in Bitfinex Alpha's previous report (No. 212), suggesting a potential market correction this month. Data shows that Strategy may have executed a BTC sale between June 29 and July 2, but the price of Bitcoin still saw a positive weekly increase during the same period, rising approximately 10.5% from its cycle low. Furthermore, on the last trading day of last week and the first trading day of this week, Bitcoin spot ETFs recorded inflows exceeding $200 million per day, ending a previous 10-day streak of net outflows, with a cumulative outflow of $2.73 billion. June was a challenging month for Bitcoin ETFs, with net outflows for nine consecutive weeks, reaching nearly $4.06 billion in June alone. However, these redemptions primarily reflect authorized participants (APs) returning ETF units and a decrease in passive funding demand, rather than indicating a large-scale immediate sale of Bitcoin through on-chain markets. The market is currently unable to fully determine whether investors have digested recent changes in fund flows, but spot trading volume does not fully reflect the impact of the previous large-scale outflows. With changes in ETF asset allocation and a return to positive fund flows, the Bitcoin market may face new variables in July. After a brief dip following the announcement of the Strategy sale, BTC prices quickly stabilized and have now returned to the lower end of the first quarter trading range, exceeding pre-announcement levels. ETF fund flows have recorded net inflows for three consecutive trading days, and the $61,000 level has become a crucial dividing line between bullish and bearish forces in the market. Bitcoin is currently in a downtrend on a higher timeframe, but the market structure is changing. Approximately 10.83 million BTC are currently in an unrealized loss state, while about 9.22 million BTC remain profitable, marking the first time that the number of losing BTC has exceeded the number of profitable BTC. Historically, this phase typically indicates significant pressure on spot holders and often approaches the bottoming phase of a bear market. However, a true macro bottom still needs confirmation from key indicators, such as Bitcoin consistently recovering to its current "True Market Mean" of around $71,500. While the current market environment may dampen sentiment in the short term, it also creates conditions for long-term funds to absorb selling pressure. As long-term holders and some whale re-accumulate, Bitcoin is shifting from low-conviction holders to high-conviction investors, and the next two to three months may be a crucial window for confirming a temporary bottom.
Du Jun retorted to Li Bojie: Entrepreneurs and job seekers alike need to understand their place; no one is going to pay for your success.
According to Beating's monitoring, Du Jun, co-founder of ABCDE Capital, issued another clarification in response to Li Bojie's accusations of insufficient investment funds. Du Jun stated that the agreed-upon $1.5 million was originally intended as an initial payment of $500,000, with subsequent payments depending on project progress. However, the Metagent team not only fell short of expectations but also failed to provide investors with financial statements for 10 months. Furthermore, Li Bojie stopped responding to inquiries in July 2024 and deleted his Telegram account, becoming unreachable. Du Jun emphasized that his statement was not a legal action, but rather an expression of the belief that everyone should fulfill their current role: when starting a business, one should be responsible to investors; when seeking employment, one should respect interview rules and not expect everyone to pay for their past achievements and accolades.
Yi Lihua: Bitcoin needs a strong breakout above 68,000 to confirm a reversal; otherwise, it will likely test lower levels again.
According to BlockBeats, on July 7th, Yi Lihua, founder of Liquid Capital (formerly LD Capital), stated, "(Bitcoin) is currently still in a downtrend on the weekly chart. Only a strong breakout above 68,000 will lead to a decent reversal. If it fails to break through, it will retest the bottom. Hopefully, we won't see a terrible situation like falling below 47,000." "Regardless, in the coming months, we'll be fully prepared to buy the buy the dips, and be greedy when others are fearful. Besides mainstream coins, we're also looking for coins buy the dips for a 100x increase in the next bull market. Render, which we invested in during the last dip, saw a maximum increase of nearly 180x. Although most coins are worthless, a very few offer significant opportunities. First, they must have fallen by more than 95% due to market conditions. Second, the founders must be highly capable, their direction must align with trends and essential needs, such as AI, and ideally, they should be financially sound and profitable."
Goldman Sachs: The global humanoid robot market will grow from approximately 20,000 units in 2025 to 1.4 million units in 2035.
According to Mars Finance, Goldman Sachs stated that another path for AI to enter the real world is through robots, autonomous driving devices, drones, and intelligent industrial equipment. Goldman Sachs calls this "physical AI," which is far more challenging than text generation models because machines must not only understand language and images but also handle gravity, friction, materials, temperature, motion trajectories, and safety constraints. Humanoid robots are the most anticipated area. Goldman Sachs predicts that the global humanoid robot market will grow from approximately 20,000 units in 2025 to 1.4 million units in 2035. This demand is based on labor shortages: the US manufacturing sector employs approximately 13 million people, with a shortage of over 1 million material handling jobs. Goldman Sachs expects widespread commercial deployment of humanoid robots to not occur until 2027 to 2029. (Cailian Press)