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📰 Daily Tech & Economy Brief | 全球科技与经济日报 Saturday, August 1, 2026 | 2026年8月1日 星期六 ─── 🐋 Crypto 1. Coldcard Hardware Wallet Flaw Drains ~600 BTC in 25-Minute Sweep A critical key-generation vulnerability in popular hardware wallet Coldcard allowed attackers to drain approximately 594 BTC (~$38M) from around 500 single-signature wallets in under 30 minutes. The exploit has reignited fierce debate over Bitcoin self-custody security and may accelerate investor migration toward ETFs and custodial solutions. 2. Circle Secures New York Trust Charter USDC issuer Circle has been approved for a New York State trust charter, enabling it to offer fiduciary and custody services under New York banking law. The milestone signals accelerating regulatory clarity for compliant stablecoins in the United States. ─── 🧠 AI 1. Microsoft Q4 Earnings Crush Estimates with $3.2B Anthropic Gain Microsoft delivered a blowout fourth-quarter report fueled by cloud and AI momentum. The company recorded a $3.2 billion gain from its investment in Anthropic—the AI lab behind Claude—boosting diluted EPS by $0.33. The result validates Microsoft's $116 billion AI bet and underscores how Big Tech is hedging across multiple frontier labs. 2. Prediction Markets Hit $20B Volume During World Cup Decentralized prediction markets surged to a record $20 billion in trading volume during the 2026 World Cup. From tournament outcomes to novelty bets, the milestone demonstrates that prediction infrastructure has matured from a niche experiment into a serious information-pricing mechanism at the intersection of AI and blockchain. ─── 🌍 Macro 1. U.S. Q2 GDP Growth Slows to 1.5%; Inflation Remains Elevated U.S. real GDP grew at a 1.5% annualized pace in Q2 2026, down from 2.1% in Q1. Wider trade deficits and falling inventories dragged on the headline figure. Meanwhile, June core CPI came in at 3.3% with annual inflation at 3.7%—well above the Fed's 2% target. The combination of resilient growth and sticky inflation strengthens the case for prolonged restrictive monetary policy. 2. SpaceX to Report First Public Earnings on August 4 Elon Musk's SpaceX is scheduled to release its first quarterly earnings report since going public in June. Markets are laser-focused on Starlink and launch-business revenue and margins, making the report a critical benchmark for the commercial viability of the space economy. ─── Power by alphio.ai