AI / Large Models
Anthropic releases Claude Sonnet 5, priced at $2/$10 per million tokens
Sonnet 5 features agentic capabilities, while the U.S. Department of Commerce simultaneously lifts export controls on Fable 5 and Mythos 5. Sonnet 5 will return to normal pricing after August.
Claude Code reportedly stealthily marks user locations in requests
Developers found that Claude Code obtains locations through native messaging and then sends them back stealthily, suspected to be used to block users from mainland China. Anthropic has not yet responded.
Hot debate: The developer community is outraged, questioning privacy boundaries and transparency.
Thereallo | Hacker News | Zhihu
> Hot review: Stealthily marking users, this operation reminds one of the fear of being caught reading a diary as a child—only this time, it's AI peeking at you.
Meituan open-sources trillion-parameter model longcat-2.0
This is the first publicly available trillion-parameter level open-source model in the country, which may accelerate the industry's "parameter war."
DeepSeek seeks multiple positions specifically requiring Rust
DeepSeek has explicitly required Rust skills for several positions, hinting that its system's underlying structure is migrating to Rust.
Cryptocurrency / Web3
Visa, Stripe, BlackRock, and 140 other institutions launch Open USD stablecoin
The Open USD launched by the Open Standard Alliance is supported by Aptos, Mastercard, Visa, Stripe, BlackRock, among others, focusing on open governance and low costs. Circle's stock price plummeted by 16.55% to $62, down 32.8% over the past 30 days.
> Hot review: Circle has been "dimensionally attacked," with 140 institutions banding together to push a stablecoin, feeling like the whole village is coming to seize your business.
Circle (CRCL) removed from multiple Russell growth indices
In the Russell annual reconstitution on June 26, Circle was removed from the Russell 1000, 3000, and mid-cap growth indices, forcing institutions and passive funds to reduce holdings, intensifying liquidity pressure.
UK investors file collective lawsuit against Binance and Changpeng Zhao, claiming $200 million
British cryptocurrency investors have initiated a collective lawsuit against Binance and CZ, with claims potentially reaching up to $200 million. The case is ongoing.
Trump cashes out $1.1 billion through WLFI and Memecoin
Analysts revealed that Trump cashed out $1.1 billion through World Liberty Financial and his personal Memecoin project, failing to deliver on any commitments, sparking community outrage.
Hot debate: The community criticizes that "crypto has become a paradise for cash grab, and criminals can roam free."
Chips / Hardware
SK Hynix has submitted a Nasdaq listing application
SK Hynix has officially started its IPO process in the U.S., likely becoming the second South Korean memory giant to be listed after Samsung.
Source: 6551/ai
Sandisk's stock surged 857% in six months, leading the S&P 500
The storage and chip sector performed excellently in the first half of the year, with Sandisk leading in gains, Micron up 304% with a market value exceeding a trillion, Intel up 278%, and Western Digital up 270%. The demand for AI computing power is the core driving force.
Source: 6551/ai
Jucheng Co. raises price of all-series Nor Flash by 25%
Due to the squeeze on capacity from AI chips and production cuts by large manufacturers, the price increase effect of mature processes is expected to continue until 2027.
Source: 6551/ai
Technology Companies
"Father of the Internet" Vint Cerf officially retires
Vint Cerf, co-designer of the TCP/IP protocol and internet pioneer, announces his retirement, ending a decades-long technical career.
Getty and Shutterstock merger agreement terminated
Despite receiving U.S. regulatory approval, the merger plan between the two image library giants ultimately fell through due to obstruction from UK regulators.
Netflix's use of AI to resurrect Gene Wilder's voice sparks controversy
Netflix used AI to recreate the voice of deceased actor Gene Wilder in the new “Willy Wonka” competition show, leading to netizens complaining about the "cursed feeling."
U.S. Stocks
U.S. stocks wrap up the first half of the year: Nasdaq rises 12.79%, tech giants show mixed results
The Dow Jones increased by 8.8%, the S&P 500 rose by 9.5%, and the Nasdaq rose by 12.79%. Among the seven tech giants, Microsoft led the decline with a drop of 22%, Meta fell 14%, and Tesla dropped 6%; Google rose 14%, Nvidia increased by 7%, and Apple rose by 6%.
Source: 6551/ai
New York Life launches first tokenized bond fund
Traditional financial giant New York Life's entry into tokenized bonds marks the entry of RWA (real-world assets) tokenization into the mainstream institutional view.
Finance / Macroeconomics
Spot gold falls below $3,970 per ounce, dropping more than $1,500 from its peak
In the first half of the year, gold fell more than 7%, silver has halved with an 18% drop, platinum dropped 24%, and palladium fell 25%. Precious metals have become the "worst-performing assets" of the first half.
Iran's oil exports exceed 40 million barrels, reaching a new high post-U.S. sanctions
Iranian Speaker Qalibaf confirmed on national television that Iran's oil exports have exceeded 40 million barrels, breaking U.S. sanctions expectations. The crisis in the Strait of Hormuz has turned into China's net benefit, with energy prices pushing the Australian dollar up 3.7% against the U.S. dollar in the first half.
Federal Reserve's Harker: Inflation remains too high, may need to consider rate hikes
Federal Reserve officials expressed hawkish views, indicating that there is still room for tightening monetary policy in the second half.
Source: 6551/ai
New Products / New Trends
Chrome extension: AI fact-checking while watching YouTube
Developers have launched a Chrome extension that can perform real-time AI fact-checking while watching YouTube videos, sparking lively discussions on Reddit.
Today's Hidden Lines
The birth of the Open USD alliance, Circle being kicked out of the Russell index, and Iran's oil exports breaking through blockades—these three events tell the same story: the cracks in the old order are widening. Whether in stablecoins, capital markets, or energy trade, the era dominated by single players is being torn apart by multipolar alliances and the undercurrents of "de-dollarization." The controversy over AI stealthily marking users reminds us that while technological advancement is taking place, privacy boundaries are quietly being redefined.
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