AI / Large Models
OpenAI's new model GPT-5.6 Sol Ultra proves the circulatory double coverage conjecture in under an hour
This is an important conjecture that has remained unresolved in the field of graph theory for decades, marking a new height in AI's mathematical capability. Discussions on Zhihu have reached 1.9 million.
Hot Topic: Mathematicians are debating whether this means AI possesses true mathematical intuition or merely strong symbolic reasoning skills.
Deutsche Telekom collaborates with OpenAI to reconstruct telecom networks using AI
One of Europe’s largest telecom operators bets on AI-driven network management and customer service.
Bitcoin mining company TeraWulf signs $19 billion, 20-year leasing agreement with Anthropic, completely exits mining
Co-founder Paul Prager stated, "Bitcoin mining is a thing of the past," fully transitioning to AI data centers. Plans to operate at full capacity by 2028.
Hot Topic: The cryptocurrency community feels disappointed by the collective "defection" of mining companies to AI but also acknowledges the more stable returns of AI infrastructure.
> Hot Comment: Former miners who once believed in "decentralization" are now lining up to work for Claude.
Crypto / Web3
Aave chooses Chainlink CCIP as the new cross-chain infrastructure for mobile applications
The largest DeFi lending protocol adopts CCIP for cross-chain treasury rebalancing, deposits, and transfers. LlamaRisk assessments show CCIP scores the highest in cross-chain security.
Bitcoin holds steady at $63,000 during the Strait of Hormuz conflict
Amid escalating conflicts in Iran and a sharp drop in U.S. stocks, BTC demonstrates relative resilience. BTC and ETH ETFs end eight consecutive weeks of net outflows.
Hyperscale Data's Bitcoin inventory reaches 1,032 coins, approximately $65.8 million
The company increased its holdings by 130 Bitcoins in the week ending July 12.
Chips / Hardware
SK Hynix plunges over 9%, semiconductor index falls 5%
In U.S. stock ADR trading, SK Hynix fell over 9%, while South Korea's KOSPI index dropped as much as 9% (after its first day of trading). The market is worried about June's CPI data and the Fed's hawkish stance, combined with geopolitical risks in the Strait of Hormuz.
Hot Topic: Investors question whether the demand for AI chips has peaked or if it's purely geopolitical panic.
KuCoin Blog | CNBC | Nikkei Asia
> Hot Comment: SK Hynix just rang the bell at Nasdaq, and the next day experienced a "welcome ceremony" in the U.S. stock market with a 15% drop.
Tech Companies
Xiaomi responds to speculation about the price of the Pengcheng chip: some speculations are significantly lower than cost
Xiaomi urges "speculations should be scientific," implying outsiders underestimate the cost of Pengcheng chips. Discussions on Zhihu have reached 620,000.
Microsoft tests ad-free and less cluttered Windows search menu
The long-criticized Windows search is about to become cleaner? The test version removes most ads and recommended content.
Uber product chief: We don't want to be "everything for everyone"
Uber discusses hotel business and autonomous taxis, emphasizing the need to maintain focus rather than blindly expand.
U.S. Stocks
Goldman Sachs and Bank of America issue sell alerts, yet hedge funds return to tech stocks
Institutional positioning signals show divergence: investment banks are bearish while hedge funds are increasing their stakes. Market confidence in AI stocks is diverging.
AI panic eases, U.S. pre-market storage chip stocks rise
Korean stocks rebound sharply, with SK Hynix and other chip stocks recovering. Market panic over the previous day's plunge has subsided somewhat.
Finance / Macroeconomics
Conflict escalates in the Strait of Hormuz, Brent crude surges to $85
Iran strikes two UAE oil tankers (Mombasa and Al Bahiyah) with cruise missiles, resulting in one Indian crew member's death and eight injuries (including two Ukrainians). The U.S. military has attacked Iran's coastal defense systems and missile bases for three consecutive nights, and for the first time, employed naval drones in combat. Passage through the strait has nearly come to a standstill.
Hot Topic: Global energy market alarms are sounding, with countries beginning to stock up on crude oil; UAE, Ukraine, and other nations strongly condemn Iran.
Financial Times | CNN | BBC
Trump: The U.S. will "operate" the blocked Strait of Hormuz and continue attacks on Iran tonight
The U.S. Central Command confirms strikes on military targets in Bushehr, Chabahar, Jask, Abu Musa Island, and Bandar Abbas. The Chinese Ministry of Foreign Affairs expresses "high concern about the resumption of military conflicts in the Gulf region."
> Hot Comment: Trump's tone saying "we're attacking them tonight" sounds like asking "what's for dinner tonight."
Russian Krasnodar region Afipsky refinery attacked by drones and caught fire
Geopolitical tensions spill over, impacting Russian energy facilities.
Wells Fargo's net interest income for Q2 reaches $12.32 billion, in line with expectations
Wells Fargo states that the labor market and wage growth remain strong, but concerns about affordability and inflation still exist.
New Products / New Trends
Real-time satellite tracking map launched, showing the positions of 30,000 satellites including Starlink
Hacker News heat is at 94, with 45 comments. A new toy for space enthusiasts.
Oriental Space's "Graviton-1" remote four launch vehicle will execute a maritime satellite launch mission on July 22
China's private aerospace continues to advance maritime launch capabilities.
National first: Drone successfully connects directly to satellites for inspection in no-signal areas
Breakthrough in China's drone satellite communication applications.
Today's Understatement
AI is reshaping the world in two directions: OpenAI conquered a mathematical problem in less than an hour, while former crypto believers TeraWulf signed a $19 billion order to mine AI computing power for Anthropic. Meanwhile, the real-world energy war ignited in the Strait of Hormuz—oil prices surge, the strait is blocked, and drones participate in combat for the first time—reminding us that no matter how smart AI is, the physical world's oil and chip supply chains remain fragile. When SK Hynix plunges 15% due to geopolitical panic, you'll realize: the computing power revolution and the energy crisis have always been two sides of the same coin.
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