1. Spotify Requires Kalshi and Polymarket to Remove Brand Logos; Streaming Manipulation Incident Impacts Prediction Market Settlements;
2. South Korean Companies Question OUSD Alliance Membership List: Samsung and Others Say They Did Not Participate in Discussions and Are Unclear About Their Roles;
3. IMF: The future of tokenized systems depends on policy choices; three types of settlement assets—including stablecoins—may coexist;
4. Serenity: NVIDIA is the market leader in ASICs, while manufacturers like Maiwell continue to chip away at Broadcom’s market share;
5. Serenity: Chinese VC capital is accelerating its flow into physical AI and world model sectors;
6. CME Group’s average daily crypto futures trading volume in June rose 76% year-over-year, with notional value exceeding $10 billion;
7. Leverage Frenzy in the South Korean Stock Market: ETF assets under management surged to $45 billion, with leverage exposure hitting a record high;
8. Meta’s Chief AI Officer Addresses Market Misunderstandings: Zuckerberg’s remarks about a slowdown in the development of AI agents were not specifically directed at Meta.
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Svmuu Morning Brief
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