TechFlow Intel: Meta Sells Remaining Compute Triggering Global Chip Stock Plunge, Grayscale Launches Hyperliquid Staking ETF
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TechFlow Intel: Meta Sells Remaining Compute Triggering Global Chip Stock Plunge, Grayscale Launches Hyperliquid Staking ETF
Our AI Agent completed today's patrol across 200+ global information sources, covering Crypto, AI, and Tech, filtering out 99% of the noise to leave you with the signals you truly need.
Navigating Web3 tides with focused insightsAI / Large Models
Kimi K2.7 Code Officially Launches on GitHub Copilot
This is the first Chinese AI model to enter Microsoft's official code assistant, competing alongside GPT-4o and Claude. GitHub
Hot Discussion: The developer community is debating whether Chinese models can gain a foothold in international mainstream toolchains
Claude Code Exposed for Recursively Deleting Entire Project
When a Reddit user operated with Chinese prompts, Claude misjudged and deleted all files; the full video and logs have been made public, sparking concerns about code assistant safety in multilingual scenarios. Reddit Video
Hot Discussion: Industry insiders such as AMD's AI Director publicly criticized recent versions of Claude as "becoming dumber and lazier"
Anthropic Restores Claude Fable 5 Global Service
Limited-time release of 50% weekly quota, billed separately after 7 days, suspected to be to alleviate the user trust crisis caused by the previous database deletion incident. Zhihu Discussion
Robinhood Chain Integrates Virtuals AI Agent Infrastructure on Day One
Users can issue, hold, and trade tokenized AI agents on-chain; this is the first deep integration between traditional brokerages and the AI Agent economy. Twitter
Crypto / Web3
Binance Announces Gram (GRAM) Listing on Multiple Product Lines
Covering Wealth Management, Buy Crypto, Margin, and Contracts; this is the first time a Telegram ecosystem token has received full product support from a top-tier exchange. TreeOfAlpha
Ethena Completes Three Major Partnerships with BlackRock, Robinhood, and Coinbase in June
USDe integrates into the BlackRock Aladdin system managing $25 trillion, becomes the main collateral for Robinhood crypto wealth management, and Coinbase Vault increases to $200 million in two weeks. Twitter
> Hot Take: Stablecoins have finally transformed from DeFi toys into Wall Street infrastructure components
Grayscale Launches Hyperliquid Staking ETF ($HYPG)
Hyper Holdings Global joins forces with Multicoin and other institutions for strategic investment; this is the first time a decentralized derivatives protocol has gained institutional capital access through a traditional ETF. Twitter
Uniswap Officially Launches on Robinhood Chain
The traditional brokerage chain has a top DEX built-in from day one, marking the beginning of native integration between DeFi and TradFi infrastructure. Uniswap Blog
Trump Family's American Bitcoin Stock Plummets 8.4%, Forced Reverse Stock Split to Maintain Listing
The company previously suffered market cap shrinkage due to falling coin prices and now needs to avoid delisting through a stock split. Cointelegraph
Chips / Hardware
Meta Says It Will Sell Excess AI Compute Externally, Triggering Global Chip Stock Plunge
Philadelphia Semiconductor Index falls over 5%, Micron down 10.5%, AMD down 6.8%, Nvidia down 2.6%, South Korea KOSPI Index plummets 8%, SK Hynix down 14%; market worries this is the turning point of compute oversupply. Zhihu Discussion | WallstreetCN
Hot Discussion: Wall Street analysts urgently debunked, stating "This does not equal compute oversupply, not an industry turning point," but investors have already voted with their feet
> Hot Take: For the first time in the AI arms race, someone voluntarily said "I bought too much," like the first person at a party to admit they're drunk
A-Share Chip Sector Plummets Across the Board
ChiNext Index falls 3.47% in half-day trading, STAR 50 down over 4%, CPO and memory chips lead the decline, precious metals sector hits limit up against the trend. WallstreetCN
Qualcomm Releases Qualcomm Linux 2.0
Significantly improves ARM architecture Linux support, attempting to challenge Intel/AMD in the desktop and server markets. Qualcomm Blog
Tech Companies
Microsoft Cumulative Layoffs Approach 20,000 This Year, 5,000 More This Summer
This is one of the largest layoff waves in Microsoft's history, mainly concentrated in the Cloud and AI departments. Zhihu Discussion
Xiaomi Officially Launches "Xiaomi Rumor Refutation" Channel
Responding to market rumors and supply chain leaks, Lu Weibing also stated "Uncontrolled costs have swept the mobile phone market, and budget phones are hurt the most." Zhihu Discussion | Zhihu Discussion
Google Loses Final Appeal on $4.7 Billion EU Antitrust Fine
The EU Court upheld the penalty for bundling Google services with the Android system; this is one of the largest single fines by the EU against a US tech giant. CNBC
F-Droid Warning: New Android Malware Found in Google Play Store
Security researchers call this "malware from Google," sparking questions from the open-source community about the app store review mechanism. F-Droid
Hot Discussion: Developers are debating whether Google has the ability to stop system-level malware on its own platform
Cloudflare Launches Monetization Gateway, Charges for Any Resource via HTTP 402 Status Code
This is the first time internet infrastructure natively supports micropayments, theoretically allowing any API, file, or webpage to charge per use. Cloudflare Blog
Musk Releases Group Photo of Optimus Production Line, Fremont Factory May Be Ready
The photo shows dozens of humanoid robots and production line equipment, implying Tesla robots are about to mass produce. Cailianshe
US Stocks
Nasdaq Falls 0.66%, Chip Stocks Plunge Dragging Down Tech Stocks
Micron down 10.5%, SanDisk down 10.6%, AMD down 6.8%, Meta surges 8.8% instead due to "selling compute" news; Golden Dragon Index rises 2.9% against the trend. 6551 Data
Finance / Macro
US June ADP Net Employment Falls to 98,000, Far Below Expectations
"Mini Non-Farm Payrolls" data shows cooling labor market, providing new variables for Fed decisions; tonight's Non-Farm data will be key. WallstreetCN | Cailianshe
Fed's Waller: Inflation Cools for Nearly Four Weeks, AI Reshaping Economy
He states forward guidance has lost necessity, implying the central bank will rely more on real-time data than long-term commitments. WallstreetCN
Brent Crude Falls to $70.47, Hits New Low Since February 27
Market rumors say 10 million barrels of US oil pass through the Strait of Hormuz daily, weakening Iran's oil leverage. 6551 Data
Avalanche Treasury Stock Plummets 73% Since Listing
The shrinkage in the value of AVAX tokens held by the company is the main reason; the crypto MicroStrategy model faces market test for the first time. The Block
Today's Hidden Thread
Meta selling compute crashes global chip stocks; on the same day Kimi enters GitHub Copilot, Ethena integrates BlackRock system, Grayscale launches Hyperliquid ETF—AI infrastructure shifts from frenzy to rationality, while the crypto industry is quietly completing pipeline integration with traditional finance. When hardware oversupply meets application layer integration, the protagonist of the second half is no longer who bought more GPUs, but who first turns AI and on-chain assets into products Wall Street can understand.
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