News

According to ChainCatcher, RetoSwap disclosed on the X platform that at 2:02 AM today (UTC+8), the team received reports that the Haveno trading protocol was under attack. They immediately set the minimum client version to 2.0 and suspended trading through the filter function, and also blocked the attacker's onion address. RetoSwap stated that their team was not affected by the attack, as the vulnerability was at the Haveno protocol level. The losses appear to be limited to large crypto asset orders, and fiat traders were not affected. The team is currently evaluating solutions to help affected traders recover their assets. Trading will resume after the protocol has been fixed.

According to ChainCatcher, the Crypto Council for Innovation reported that Illinois Governor Pritzker has signed a digital asset tax bill, considered the most punitive digital asset tax regime in the United States, which will impose a disproportionate tax burden on Illinois residents using digital assets.

At the industry level, new directions and paradigms such as video generation models, world models, and physical AI continue to emerge. Innovations like the integration of video understanding and generation, the fusion of language models and multimodal models, and continual learning for models will keep leading the trends in model innovation. We expect the iteration cycle for models to keep shortening, with model companies represented by Anthropic seeing continuous ARR growth, and gradually rolling out in more high-value enterprise scenarios such as finance, law, and healthcare. On the market side, the biggest current challenges are the relatively high global tech stock valuations and concentrated positions. In addition, the potential IPOs of SpaceX, Anthropic, and OpenAI in the next six to twelve months may impact market liquidity, becoming major events and key observation points for global tech equities. Considering that macro liquidity may marginally tighten in the second half of the year, market performance will rely even more on ongoing realization and verification of earnings. However, as long as the industrial uptrend remains intact, any valuation corrections caused by liquidity shocks will present more opportunities than risks. Meanwhile, the gap between domestic and overseas models continues to narrow, and domestic cloud providers have more room than overseas players to scale up CAPEX investment. As the “domestic models and chips” ecosystem continues to improve, domestic computing power will gain greater flexibility.