Crypto Wesearch 每日幣研

就在会谈的同一天，美国已批准阿里、腾讯等 10 家中国企业购买英伟达 H200 芯片。 路透援引消息人士，这次获批的公司，包括阿里巴巴、腾讯、字节跳动、京东等。英伟达 CEO 黄仁勋，目前正随美国总统特朗普访问北京，试图推动这一僵局取得突破。 此外，联想和鸿海等分销商，也获准参与交易。 根据许可条款，每家获批客户最多可采购 7.5 万颗芯片，买家可以选择直接向英伟达采购，也可以通过中间商交易。 不过尽管美国批准向中国买家销售，但当前尚未交付任何 H200 芯片。

Aave’s bug bounty program has been updated to better align payouts with the risk profile of each part of the ecosystem and to simplify review paths. Payout caps for critical bugs are now five times larger for Aave V4 and Core Aave V3.​​​​​​​​​​​​​​​​ Details below.

We’re restructuring Dune to sharpen our focus around the core data products thousands of customers across the crypto industry rely on. That unfortunately means we’ve let 25% of the team go this week. These are exceptional people I can wholeheartedly recommend — ping me if you’re hiring top crypto talent. Going forward, Dune is all-in on two shifts: AI and institutions coming onchain. All the way back in 2018 Dune pioneered crypto data accessibility, and we’re excited to accelerate that faster than ever with AI. We’re the only player who has done the hard work of building the end-to-end stack for crypto data: ingestion, QA, storage, cleaning, normalizing and querying. With Dune MCP, teams and agents can now build dashboards and workflows without needing to know anything about SQL nor data infrastructure (and associated bills). Dune already serves virtually every leading crypto company, and now also the world’s most forward-leaning financial institutions. As currencies, stocks, bonds, commodities and more move onchain, we’re investing heavily in our data layer and white-glove service to power institutions. For 8 years we've grown through multiple rollercoaster cycles while other data providers have come and gone. We remain well capitalized, excited about the future, and committed to our mission of making crypto data accessible. The Data Must Flow.

2026 川普訪華商界隨行名單整理，能從隨行企業團名單中看出什麼？ 本次峰會美中各自的目標為何？ 「美國想要飛機和農產品大單、稀土供應；中國想要關稅穩定、放寬科技零組件管制」 ❓ 為什麼一開始沒邀請黃仁勳？ 美國政府一直以來相當在意 NVIDIA 出口先進 GPU 給美國這件事（AI 敏感） 不過川普最後還是在行程中途加油時讓黃仁勳上機了 因此外界也在猜測對中銷售 H200 可能會變成這次峰會的一大看點 👉 川普表明「貿易」是本次訪華的主軸 相比上次 2017 年川普訪華帶了 29 位商界人士成為大型商務採購團， 這次規模縮減到 17 位，川普比較像是帶著「卡關清單」前往中國 繼續往下看「外界最關注哪些隨行企業的表現」 👇

Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.

JUST IN: 🇺🇸 President Trump says "Bitcoin is very powerful." "So many people now want to pay you in crypto."

BREAKING: A newly-released OGE Form 278-T discloses that President Trump filed 3,642 trades involving stocks of public companies between January 1st and March 31st. Our team has sorted and analyzed the thousands of transactions. Transactions include hundreds of stocks and ETFs such as Nvidia, Microsoft, Broadcom, Amazon, Apple, Alphabet, Meta, Goldman Sachs, AMD, Airbnb, Palantir, Netflix, Costco, Walmart, JP Morgan, DoorDash, and others. Individual purchases of Nvidia, Microsoft, Broadcom, Amazon, Apple, and others ranged from $1 million to $5 million in disclosed value. Individual purchases of AMD, Goldman Sachs, Alphabet, Airbnb, DoorDash, Micron, Stryker, and others ranged from $500,000 to $1 million in disclosed value. President Trump also reported hundreds of stock sales ranging from $15,000 to up to $25 million. Should we produce a detailed breakdown of President Trump’s stock purchases and sales? More details to come.