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📰 Daily Tech & Economy Brief | 全球科技与经济日报
August 2, 2026 | 2026年8月2日
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🐋 Crypto
1. Coldcard Hardware Wallet Exploit Expands to 4,500 Addresses, Losses Near $89M
Galaxy Research flagged a third wave of sweeps targeting Coldcard wallets. Attackers recreated private keys offline via weak seed generation, draining over 1,000 BTC from nearly 1,200 wallets—without ever touching the physical devices. CZ urged wallet diversification, and the incident may push more investors toward custodial ETFs.
2. Circle Secures New York Trust Charter in Major Stablecoin Regulatory Milestone
USDC issuer Circle has secured a New York State trust charter, enabling it to offer fiduciary and custody services under New York banking law. The approval marks a pivotal step in the formalization of stablecoin regulatory frameworks and lays clearer groundwork for institutional capital inflows.
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🧠 AI
1. UN Independent Scientific Panel on AI Releases First Preliminary Report
The UN’s Independent International Scientific Panel on AI—established under UN General Assembly Resolution A/RES/79/325—has officially released its preliminary report. This marks the first intergovernmental scientific assessment mechanism for AI, signaling a shift from industry self-regulation toward institutionalized global AI governance.
2. AI Training Data Crisis Deepens: Firms Turn to Old Books and Synthetic Data
AI Weekly reports that the cheap, clean, permissionless text powering the first LLM boom is being polluted by AI-generated output and contested by copyright holders. Leading AI companies are reportedly buying old books in bulk, while Nvidia has launched a simulator that teaches robots through video, motion, and synthetic consequences to bypass the data bottleneck.
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🌍 Macro
1. World Bank Cuts 2026 Global Growth Forecast to 2.5% Amid Middle East Conflict
The World Bank’s latest Global Economic Prospects projects global growth slowing to 2.5% in 2026, driven by sharp energy price increases from the escalating Middle East conflict. Emerging market and developing economies face their weakest per capita income growth since the pandemic, making energy security a central macro variable for H2 2026.
2. Bank of Italy Study Finds Stablecoin Remittances Not Necessarily Cheaper
A mystery-shopping experiment by the Bank of Italy revealed that stablecoin cross-border transfers are often no cheaper than traditional methods once exchange fees, FX spreads, and banking rails are factored in. The study offers an important reality check on the prevailing narrative that stablecoins inherently reduce remittance costs.
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