加密早报：美联储维持利率不变，Ondo Finance 被白宫报告提及

深潮Опубліковано о 2025-07-30Востаннє оновлено о 2025-07-31

Kraken 正以 150 亿美元估值寻求筹集约 5 亿美元资金。

作者：深潮 TechFlow

昨日市场动态

美联储连续第五次维持利率不变，符合市场预期

据金十数据报道，美联储连续第五次维持利率不变。

美联储将基准利率维持在4.25%-4.50%不变，符合市场预期。

白宫发布数字资产报告，比特币储备计划无实质更新

据金十数据报道，白宫发布了期待已久的数字资产报告，其中制定了一项国家战略，旨在让美国在区块链、加密货币市场和代币化金融领域占据全球领先地位。尽管该报告涵盖了广泛的数字资产政策领域，但并未就政府计划中的比特币储备提供实质性更新，只是重申了特朗普总统 1 月行政令中的表述，未列出后续步骤或实施时间表。

此报告的出台源于特朗普总统 1 月签署的一项行政令，该行政令成立了一个关于数字资产及人工智能等新兴技术的跨部门工作组。这份长达 166 页的文件由白宫加密货币与人工智能事务负责人 David Sacks 和执行董事 Bo Hines 牵头编写，整合了财政部、商务部、美国证券交易委员会（SEC）和美国商品期货交易委员会（CFTC）的意见，其中列出了关于简化监管、支持创新和实现监管现代化的多项提议。

特朗普对巴西额外征收40%的关税，并与韩国达成贸易协议

据金十数据报道，美国白宫表示，特朗普签署行政命令，对巴西额外征收 40% 的关税，使总关税额度达到 50%。

此外，特朗普称，已与韩国达成贸易协议，将对韩国输美商品征收15%关税，同时韩国承诺向美国投资3500亿美元。

香港稳定币初期持币人身份需实名，后续或将放宽规定

据财新网报道，香港金融管理局将于2025年8月1日至9月30日开放首批稳定币发行人牌照申请，标志香港稳定币监管迈入正式实施阶段，所有香港合规稳定币持有人身份必须经过核实，形同实名制，以加强打击洗钱与金融罪行风险。香港金管局助理总裁（规管及打击洗钱）陈景宏指出，这一安排比先前在反洗钱咨询文件中的「白名单」制度更严格，但日后若技术成熟，有机会放宽规定。

OpenSea 团队成员：空投标准会考虑用户画像

针对社区有关代币空投标准的提问，OpenSea 团队成员 Adam Hollander 在 Discord 回应称，团队正在评估不同年份用户的历史使用数据与交易量，尽管目前无法承诺或透露具体细节，但会考虑用户画像，例如：

曾在牛市期间出现后就再也没有回来的用户；
刚刚为了挖矿而来的新用户；
从最早期就在这里，从未离开，熬过熊市至今仍在的早期用户（OG）。

Hyperliquid：遭遇流量高峰导致短暂服务中断，将对受影响用户进行补偿

Hyperliquid 官方在Discord发文表示，其 API 服务器在 UTC 时间 14:10-14:47 期间经历了显著的流量峰值，导致订单处理出现延迟。该平台近期持续创下未平仓量新高，协议收入也达到历史峰值。平台方强调，此次事件并非黑客攻击或漏洞利用，区块链、共识机制和 HyperEVM 均未受到影响，区块生产维持正常速率。

虽然 API 服务器在拥堵期间返回错误响应，但交易仍然被发送至内存池并最终写入区块。平台方表示将在未来数日公布适当的退款方案，受影响用户无需手动提交工单，补偿将通过自动化方式进行处理。

Ondo Finance 被白宫报告提及，报告强调代币化证券和稳定币是未来金融体系的基石

据 Ondo Finance 官方消息，该项目被写入美国总统数字资产市场工作组最新发布的白宫报告中。报告对代币化证券、稳定币和可编程结算作为未来金融体系的重要组成部分表示认可。

Ondo Finance 表示，其推出了第一批广泛可供全球投资者的代币化国债，并构建第一个设计用于支持许可代币化证券和稳定币的链上金融协议。于今年新推出了 Ondo Chain，旨在为代币化实体资产提供专门的基础设施，促进传统金融与链上金融的无缝对接。

eToro 拟推出自主建设的区块链，目前已启动评估

据《财富》杂志报道，纳斯达克上市交易商eToro首席执行官Yoni Assia在接受最新采访时表示，该公司正在探索是否推出自己的区块链，目前正在评估一些潜在的合作，包括Layer 1和Layer 2，但也有可能会推出eToro的侧链。Yoni Assia拒绝透露具体细节，仅表示如果eToro决定将部分业务转移到加密货币轨道上，那么侧链是合理的（注：侧链是加密货币行业术语，指构建在某一个区块链之上的另一轻量级区块链）。

摩根大通与 Coinbase 达成合作，将为 Chase 客户提供加密货币服务

据Eleanor Terrett披露，摩根大通官方发布新闻稿称，该行将与Coinbase建立合作伙伴关系，为Chase信用卡客户提供加密货币购买服务。根据计划，Chase客户可使用信用卡为Coinbase账户充值。此外，到2026年，该行将推出直接银行到钱包转账功能，并首次允许Chase Ultimate Rewards积分1:1兑换加密货币，这是大型银行奖励计划首次支持加密货币兑换。

圆币科技完成 4,000 万美元 A2 轮融资，众安国际等领投

据官方公告，香港金融科技公司圆币科技（RD Technologies）已完成 4,000 万美元 A2 轮融资。本轮融资由众安国际（ZA Global）、中湾国际（China Harbour）、璀璨投资（Bright Venture）及 Hivemind Capital 联合领投，其他投资人包括红杉中国（HSG）、恒久数字资本（Eternal Digital）、君实投资与国泰君安国际私募股权基金等。

据介绍，圆币科技将利用本轮融资扩展平台能力，为即将于 2025 年 8 月 1 日实施的香港稳定币牌照制度做准备。此外，众安银行（ZA Bank）与圆币科技签署战略合作备忘录，将共同探索稳定币在金融服务中的合规应用，包括储备资产托管及稳定币分销等业务。

Kraken 正以 150 亿美元估值寻求筹集约 5 亿美元资金

据 TheInformation 报道，加密货币交易平台 Kraken 正在以 150 亿美元的估值，寻求筹集约 5 亿美元资金。

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Crossing the 'Memory Wall': The Wafer-Level Revolution and Computing Power Routes in the AI Inference Era

In 2026, a historic shift occurred in AI as major cloud providers' inference spending surpassed training spending for the first time, signaling a move from "building large models" to "using large models." This shifts the core challenge from computing power to the "memory wall"—the bottleneck of data movement (model weights, activations, KV Cache) between external DRAM and processors, where energy and latency from data transfer far exceed computation itself. Companies like Nvidia face GPU idle time due to bandwidth limits. In contrast, Cerebras Systems adopts a radical "wafer-scale" approach with its Wafer-Scale Engine (WSE). Instead of cutting a silicon wafer into many chips, Cerebras uses almost the entire wafer as one massive chip (WSE-3). This design provides 44GB of on-chip SRAM, delivering memory bandwidth thousands of times higher than traditional HBM (e.g., 21 PB/s vs. Nvidia B200). For LLM inference, weights are streamed layer-by-layer from external MemoryX storage to the chip, avoiding HBM bottlenecks. This results in token generation speeds 1.5–5 times faster than Nvidia's B200 in some models and significant advantages in first-token latency and long-context tasks. Additionally, Cerebras's architecture offers much lower interconnect power consumption (0.15 pJ/bit vs. GPU's ~10 pJ/bit). However, Cerebras faces challenges: SRAM scaling has slowed with advanced nodes, limiting future capacity gains; the chip requires specialized liquid cooling and custom software stacks; and its external I/O bandwidth (150 GB/s) is low compared to NVLink, hindering multi-system scaling for very large models. Competition is intensifying. Major players are pursuing three paths: 1) Developing proprietary inference ASICs (e.g., Google TPU, Microsoft Maia), 2) Leveraging advanced packaging (e.g., TSMC's SoW) to democratize wafer-scale-like integration, potentially eroding Cerebras's process advantage within a few years, and 3) Exploring optical interconnects for ultimate bandwidth. Commercially, Cerebras is transitioning from a hardware vendor to a service provider, facing the immense challenge of building high-power, specialized data centers to meet large contracts (e.g., 250MW/year from 2026–2028). In conclusion, the AI inference era presents a fundamental architectural trade-off. Cerebras opts for extreme physical optimization for low-latency, single-task performance, while Nvidia prioritizes versatility and massive cluster throughput. The path forward remains uncertain, with technology and business models still evolving in the race toward advanced AI.

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Has Bitcoin's 'Rebound Ended', Officially Entering the Late Bear Market Phase?

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加密早报：美联储维持利率不变，Ondo Finance 被白宫报告提及

昨日市场动态

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Пов'язані матеріали

Crossing the 'Memory Wall': The Wafer-Level Revolution and Computing Power Routes in the AI Inference Era

Has Bitcoin's 'Rebound Ended', Officially Entering the Late Bear Market Phase?

TechFlow Intelligence Agency: Anthropic Calls for Global Pause in AI Development While Preparing for Trillion-Dollar IPO; SpaceX IPO Roadshow Heats Up, But S&P 500 Rejects Fast-Track Inclusion

Dalio Warns: AI Boom Shows Signs of a Bubble, Day of Reckoning Will Be the Time of Burst

Privacy Coin Crisis of Confidence! ZEC Plunges Over 56% in a Single Day

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