Gold Web3.0 Daily | OpenAI stops developing AI browser Atlas

DeFi data

1. Total market cap of DeFi tokens: $3.6B

DeFi total market cap data source: coingecko

2. Trading volume of decentralized exchanges over the past 24 hours: $34.19

Decentralized exchange trading volume over the past 24 hours data source: coingecko

3. DeFi assets locked: $6.03B

Top ten DeFi project locked assets rankings and lock-up volumes data source: defillama

NFT data

1. Total market cap of NFTs: $17.7k

NFT total market cap and the top ten market-cap projects data source: Coinmarketcap

2. 24-hour NFT trading volume: $872 million

NFT total market cap and the top ten market-cap projects data source: Coinmarketcap

Headlines

OpenAI stops developing AI browser Atlas

OpenAI announced that it will stop developing the AI browser Atlas on August 9. The company is integrating some functions of the browser into the ChatGPT desktop app and the Chrome extension. This is less than a year after its plan to launch ChatGPT Atlas in October 2025. This means OpenAI has abandoned plans to provide an AI browser meant to challenge existing products like Chrome; meanwhile, other companies such as Perplexity—whose Comet browser is in development—and The Browser Company, which launched Dia, are still competing in the AI browser market.

AI hotspots

1. If SpaceX, Anthropic, and OpenAI all converge in the US stock market, the potential IPO value may exceed the total VC exit amount of the past 25 years

A report from the National Venture Capital Association (NVCA) and PitchBook states that if SpaceX, Anthropic, and OpenAI all complete their listings, the enterprise value created by these three tech giants could exceed the total value of all exits of companies backed by US venture capital firms since 2000. The reason is their extremely high valuation expectations: SpaceX’s valuation has already reached approximately $1.77 trillion, while Anthropic and OpenAI are also moving toward enterprise valuations in the multiple-trillion-dollar range; market expectations suggest the combined valuation of the three companies could exceed $4 trillion.
Data shows that last year’s total US IPO fundraising was about $70 billion, while the valuation of just one company, SpaceX, has already reached a level that traditional large IPOs are hard to match. The potential listing scale of SpaceX, Anthropic, and OpenAI will test the capacity of US capital markets to absorb it.

2. UBS: The AI boom is likely to boost long-term stock market returns

On July 10, UBS global wealth management strategy analysts said in a report that they expect growth in the AI industry to drive long-term returns for the stock market. However, investors need to adopt diversified strategies for AI investments. The strategists are bullish on defensive sectors including semiconductor equipment, contract chipmakers, computer infrastructure related to CPUs, and storage chips, as well as data center real estate investment trusts (REITs) and payment networks.

3. The Shanghai Artificial Intelligence Conference will showcase more than 300 new products

On July 10, according to The Paper, the 2026 World Artificial Intelligence Conference will be held in Shanghai from July 17 to 20, with more than 300 products expected to make their global debut. Huawei will showcase its latest super-node products Atlas 950 SuperPoD and the world’s strongest super-node cluster Atlas 950 SuperCluster. Shanghai Orient Computing Chip Technology Co., Ltd. will debut the world’s first software-defined near-memory computing 3D chip DF1000. Tianwu Technology will display an innovative tech product that uses AI technology to turn discarded plastic back into textile raw materials. Shanghai Weizhi Technology Group will showcase the first multimodal spatiotemporal foundational model for urban spaces.

4. AI voice startup Gradium completes $100 million seed round funding — backed by Nvidia

Headquartered in Paris and providing voice AI models, the startup Gradium announced Thursday that its seed round financing has been reopened to new investors including Nvidia, and that the total amount for this round has reached $100 million. The company plans to use this funding to set up an office in the (San Francisco) Bay Area and compete for local talent. As Gradium puts it, this move is intended to “consolidate its position at the core of the world-leading AI ecosystem.” While Paris is a major AI hub in Europe, the move also reflects growing recognition of the benefits for AI startups to be closer to industry giants such as Anthropic, Google, Meta, and OpenAI.

5. Unitree launches the Physical AI UniBot World Challenge

On July 10, Unitree launched the Physical AI UniBot World Challenge. As described, the event directly targets the core bottleneck of inadequate generalization in embodied intelligence foundation models. It will conduct unified, large-scale real-hardware evaluations around complex and diverse desktop manipulation tasks to test the general-purpose, multi-task performance of a single model. There are two challenge tasks: the first is based on the Unitree G1 humanoid robot platform. It evaluates the general-purpose model’s generalization ability in multi-task operations in the real world, with scoring based on average success rate and average steps across five categories of generalization scenarios. The second task covers 32 real-world desktop manipulation tasks including grasping, placing, and two-hand coordination.

DeFi hotspots

1. Sharplink research director: Institutions and supply-demand may become new catalysts; Ethereum is entering a new cycle

In a post by Sharplink research director Steven Ehrlich, he said Ethereum has started strong in July 2026, with gains of roughly 11% so far this month. Historical data suggests investors should focus on how ETH performs in July. Steven Ehrlich pointed out that the key advantage of ETH’s July performance is not just volatility, but the asymmetry between upside and downside: when July is up, the average gain is about 43%, while in down years the average decline is only about 5% (from 2020 to 2025).
Months with large gains in ETH history are typically driven jointly by “Ethereum-specific catalysts + supply-demand imbalance,” and similar opportunities exist in the current market environment—such as institutional infrastructure being built, the Ethereum roadmap continuing to be upgraded, and companies continuously accumulating ETH. Ethereum is now entering a new stage of development, and institutional adoption, technical upgrades, and capital allocation could become important factors driving the ETH market outlook.

2. Ark Invest adds to its $13.7 million Circle stock position and cuts Robinhood

Cathie Wood’s investment firm Ark Invest increased its stake in Circle Internet Group’s shares on Thursday while selling part of its Robinhood holdings. The latest transaction disclosures show that Ark, through its three ETFs ARKK, ARKW, and ARKF, bought a total of 210,7896 shares of Circle stock. Based on Thursday’s closing price of $63.01, the value is about $13.7 million. At the same time, Ark sold 85,319 shares of Robinhood stock worth $9.8 million.

3. CodexField suspected rug pull; official X account and website are no longer visible

On July 10, the official X account for the CodexField project on BNB Chain was deleted, and the official website is no longer accessible. Yesterday, on-chain investigator Specter issued a community security alert, warning that the CodexField project on BNB Chain faces a potential risk of misappropriation of funds. On-chain tracking shows the project has generated more than $85 million in funds. The investigator Specter found abnormal on-chain fund flows.

4. Robinhood Chain: In the first week, bridged ETH to the chain exceeded $70 million

On July 10, according to Cointelegraph, in the first week after launching, Robinhood Chain bridged more than $70 million worth of ETH to the chain. Token Terminal data shows Robinhood Chain has 194k daily active users, daily revenue rising to $39k, and an annualized revenue run rate of about $14 million. DefiLlama data shows its total value locked is 46,748 ETH (about $83 million). On just July 9 alone, inflows reached 31,855 ETH (about $55 million).
Uniswap founder Hayden Adams said that most trading on Robinhood Chain is denominated in ETH. ETH is the chain’s trading base pair, the asset with the highest trading volume, and the Gas token. It also consumes ETH via Layer 1 to pay data storage fees. Analysts believe that ETH as the chain’s Gas token will create ongoing, cyclical demand.

5**. NEAR releases mainnet upgrade 2.13.0; post-quantum signatures and dynamic resharding implemented**

On July 10, NEAR released mainnet upgrade 2.13.0. The upgrade includes post-quantum signature support, dynamic resharding, Gas keys (allowing pre-storing Gas balances and having 1,024 parallel nonce channels, enabling an account to run multiple proxy transactions simultaneously without conflicts), contract allocatable deterministic yield IDs, and node state synchronization now completed via point-to-point methods.

Disclaimer: Jinse Finance, as a blockchain information platform, the articles it publishes are for informational reference only and do not constitute actual investment advice. Please establish the correct investment philosophy and be sure to enhance your risk awareness.