one, Market analysis
In the past 24 hours, the AI US stock sector fell by 2.02% , the Web3 AI sector fell by 1.74% , and Bitcoin fell by 0.4% over the same period .
two, Project Tracking
1. Performance of leading stocks
The top ten leading stocks in the industry generally fell today, with NOS continuing to fall, with the largest decline, reaching 11.81% .
2. Hot stocks
Today's hot stocks are Zero1 Labs , NEAR Protocol and Bittensor , and the leading gainers are Humans.ai , Arc and Zignaly .
Among them : Zignaly launched ZIGCard , powered by MasterCard , which can achieve seamless consumption in 38 million stores worldwide; Arc also made new progress, successfully training its AI model using less than 1 megawatt hour of power.
3. Smart money trends
The projects with the largest inflows of smart money in the past 24 hours are wTAO , TURBO , TRAC , and AACE ; the projects with the largest outflows of smart money are Lexi, GURU , XEROAI , KNDX , and TENSOR .
The projects in the top ten list of smart money holdings in this issue are GNUS , Lexi , SAGE , HashAI , ENQAI , AIUS , KIBSHI , DEAI , NEURAL , and QF .
3. Industry information
1. AI industry
l Nvidia falls from the altar Market value evaporated by US$ 200 billion overnight
On July 30 , local time , Nvidia's stock price suffered a heavy blow, falling 7% , causing its market value to shrink by US$ 200 billion overnight. According to media reports, the "crash" of Nvidia's stock price may be related to Apple's decision to use Google's technology to train its most advanced artificial intelligence system, which reveals that large technology companies are actively seeking alternatives to Nvidia. Nvidia shares have fallen 23% since July 10 , a reversal that reveals a risk previously overlooked during the market’s rally: Nvidia’s stock volatility, at least by one key metric, is about 10% . Twice the currency volatility.
lMicrosoft calls on U.S. lawmakers to take action Crack down on deepfakes that use artificial intelligence technology
Microsoft is calling on the U.S. Congress to pass a sweeping law to crack down on images and audio created using artificial intelligence technology to interfere with elections or maliciously target individuals, known as deepfakes. Microsoft President Brad Smith said, "The technology industry and non-profit organizations have taken proactive measures to deal with this problem, and it is clear that our legal system also needs to keep pace with the times to effectively curb the phenomenon of deep fake fraud." He further urged members of Congress to pass relevant regulations , to prevent cybercriminals from using the technology to "steal from the American people." In addition, Microsoft is actively promoting legislation in Congress that requires content generated by artificial intelligence to be clearly marked as synthetic content, and strengthens the enforcement of federal and state laws to severely punish the production and dissemination of sexually exploitative deepfakes.
2. Web3 AI
l Sharpe AI becomes gm.ai ’s first Software Development Kit ( SDK ) integrator
Odaily Planet Daily News, gm.ai issued a statement in X , confirming that Sharpe AI has become its first SDK integration partner, contributing key data support to the Terminals section. This cooperation marks the deep integration of both parties at the technical level, aiming to further enrich the information resources available to users, thereby promoting a comprehensive upgrade of the trading experience of Sharpe AI 's SuperApp platform and achieving a smoother and seamless user experience.
lHyperbolic , an open AI cloud service provider, completed a US$ 7 million seed round of financing Polychain Capital and Lightspeed Faction led the round
According to PANews , Hyperbolic announced the completion of a US$ 7 million seed round of financing, aiming to become a leader in open AI cloud services. The financing was led by Polychain Capital and Lightspeed Faction , with participation from Chapter One , LongHash , Bankless Ventures and Nomad Capital . The funds obtained from this financing will be used to promote the development of Hyperbolic 's open AI cloud platform, specifically covering the recruitment and expansion of key engineering and technical personnel, as well as building a comprehensive and efficient support ecosystem for developers. Hyperbolic plans to integrate global GPU computing resources and integrate blockchain technology to provide the market with verifiable, safe and reliable AI services, effectively alleviating the industry pain points of high cost and uneven distribution of computing resources. At the same time, the company also launched the decentralized orchestration layer Hyper-dOS ( Hyperbolic distributed operating system) to provide solid technical support for the entire GPU market.
