「主爆多单」近1H全网爆仓 1087 万美元，多单爆仓 1006 万美元

Odaily Planet Daily News: According to foreign media analysis, for the second time in three years, concerns about the US economic recession have once again been brought to light by reality. And this time, the artificial intelligence (AI) craze may be the main contributor. As generative AI enters its third year, its financial impact is no longer limited to the stock prices of chip manufacturers. The surge in data center construction and overall capital expenditures is "beautifying" the US GDP data in astonishing ways. Jason Thomas, Chief Investment Strategist of Carlyle Group, pointed out that this capital expenditure is an effective reindustrialization of American companies, shifting their focus from software and intangible assets to investments in factories, machinery, and energy, which is unprecedented. The impact on GDP is enormous. Thomas estimates that AI related expenditures alone may contribute one-third of the US GDP growth rate in the second quarter of this year. And orders in related industries are still expanding at an annual growth rate of over 40%. (Golden Ten)

According to Bloomberg, the Bank of England is considering abandoning its central bank digital currency (CBDC) program. Central Bank Governor Andrew Bailey stated that if commercial bank payment innovation is successful, he will need "a lot of persuasion" to introduce the digital pound, which marks a decline in global support for state backed digital currencies.

According to CoinDesk, DogeOS, the development layer of the Dogecoin ecosystem application, has officially submitted a technical proposal to Dogecoin Core, proposing to implement zero knowledge proof of knowledge (ZKP) native verification function through the addition of opcodes (OP_CECKZKP). This upgrade will support off chain applications such as Rollup and smart contracts, while maintaining the lightweight and high-speed characteristics of the main chain. The proposal adopts a modular design, with the first version supporting Groth16 proof verification and old version nodes being compatible for processing. To avoid performance risks, it is initially set that each script can only use one zero knowledge proof (ZKP) and each block can only use five zero knowledge proofs. DogeOS synchronously develops a zk virtual machine compatible with EVM, allowing Ethereum native applications to run directly on the Dogecoin infrastructure.

According to a report by Golden Ten, David Mericle, Chief Economist of Goldman Sachs in the United States, predicts that the basic "equivalent" tariff rate in the United States will be raised from 10% to 15%, with copper and key mineral tariffs reaching 50% - a move that could exacerbate inflationary pressures and suppress economic growth. To reflect the new tariff assumption and incorporate the "initial observation" of the impact of import tariffs, Goldman Sachs has simultaneously adjusted its forecasts for US inflation and GDP growth. Goldman Sachs has lowered its core inflation forecast for 2025 from 3.4% to 3.3%, raised its forecast for 2026 from 2.6% to 2.7%, and raised it from 2.0% to 2.4% in 2027. Mericle stated that tariffs are expected to cumulatively push up core prices by 1.7% within 2-3 years. He added that tariffs will reduce GDP growth by 1 percentage point this year, 0.4 percentage point in 2026, and 0.3 percentage point in 2027. Goldman Sachs has correspondingly lowered its GDP growth forecast for 2025 to 1%.

On July 23rd, according to OnchainLens monitoring, a giant whale has deposited 2.35 million SPX worth 4.53 million US dollars into Bybit. The giant whale once deposited 2.53 million SPX worth 4.55 million US dollars into Bybit on the 20th, earning 4.46 million US dollars.