G7 FINANCE MINISTERS' STATEMENT: PLEDGE TO CONSIDER FURTHER SANCTIONS ON KEY SECTORS OF RUSSIA’S ECONOMY

1. 英偉達CEO黃仁勳：內存需求將超過產能。 2. 產能將激增 前三星芯片負責人預測明年下半年內存將顯著降價。 3. 應對罷工風險：消息稱三星減少新晶圓投片、產能轉向HBM等高價值內存。 4. 三星計劃將原本專供服務器使用的HBM高帶寬內存下放至智能手機、平板電腦等消費終端。 5. 廣穎電通推出內容創作存儲系列CreatePro，覆蓋多種應用場景與產品形態。 6. 英特爾CEO陳立武迴應爲蘋果代工芯片：正與多家客戶合作。 7. 國民技術與安謀科技深化技術合作，簽署Arm Total Access授權。 8. 兆易創新推出全新三相柵極驅動器，並已全面開放樣品申請並實現量產。

Crypto Markets / ETFs - Spot bitcoin ETFs recorded $649M in net outflows, the largest since January. - Bitcoin treasury firm Strategy bought another 24,869 BTC for $2B, pushing holdings above 4% of total bitcoin supply. - Bitmine increased ether treasury holdings to 5.28M ETH, exceeding $12B in value. - French bitcoin treasury firm Capital B bought $15M in BTC following a capital raise. Regulation / Policy - Minnesota signed a law allowing banks and credit unions to offer crypto custody services. - SEC innovation exemption for tokenized stocks could arrive as early as this week. - Bank of England and FCA launched consultation on tokenized UK wholesale markets. - Zerohash secured the first EMI license under MiCA for stablecoin and brokerage services in Europe. - Galaxy obtained a New York BitLicense to offer digital asset services. Stablecoins / Tokenization - Standard Chartered projects tokenized assets will reach $4T by end-2028, with DeFi protocols as key beneficiaries. - Bernstein says Clarity Act yield compromise strengthens Circle’s competitive position amid record stablecoin supply. - Tether invested in remittance fintech LemFi to expand USDT settlement across Africa and Asia. - Iran-linked report says Hormuz Safe bitcoin-settled insurance platform targets $10B generation. Industry / Corporate - Kraken co-CEO says revenue rose 3% to $507M, reflecting a “more resilient” business mix. Revolut unveiled its first physical crypto card. - Standard Chartered to absorb Zodia Custody’s crypto business into its own operations. - HIVE stock surged 35% after unveiling a 320MW AI gigafactory project in Toronto. - Bitcoin Depot filed for Chapter 11 to wind down operations. Technology / Security - BTCFi protocol Echo exploited, targeting the eBTC market on Monad. - Ethereum conviction strengthened as staked ETH continued rising despite weaker price performance. - Ostium’s onchain perpetuals exchange to use Nasdaq market data. - Two more Ethereum Foundation researchers resigned amid ongoing departures. - AEON raised $8M led by YZi Labs to build a settlement layer for AI agents. Legal / Crime - Ohio man sentenced to nine years for operating a $10M crypto Ponzi scheme.