Odaily’s latest morning brief brings together developments across macro markets, U.S. regulation, crypto protocols, on-chain security and AI infrastructure financing. The list opens with U.S. CPI data: the annual rate reached its highest level since April 2023, while spot gold moved up by about $20 in the short term. Other items in the brief include comments on the SpaceX IPO, a proposed regulatory framework for prediction market contracts, collateral and lending use cases for WLFI, Ethereum staking income, and several financing updates tied to AI and robotics.
U.S. CPI, SpaceX IPO and prediction market oversight
On the macro side, the U.S. CPI annual rate set a new high since April 2023, and spot gold rose by roughly $20 over a short period. Tom Lee said the SpaceX “century IPO” was the cause of weakness in U.S. equities, adding that after the listing it is expected to help the broader market repair. A separate SpaceX-related item noted that U.S. senators are seeking to have the U.S. SEC delay the SpaceX IPO.
Prediction market regulation also appeared in the brief. The U.S. CFTC has launched a public consultation and is proposing to create a structured assessment framework for prediction market contracts. Kalshi’s head of crypto also commented on the narrative that SBF was a “top VC,” saying that description is inaccurate and that the real figure behind the scenes was “AI stock god” Leopold.
On-chain credit, staking income and liquidity pool security
In crypto protocol news, AIFC said 3.3 billion WLFI will be used for collateral and lending in order to ease the company’s liquidity. a16z Crypto explained its reasoning for leading Morpho’s round, describing the move as a bet on an open on-chain credit network. SharpLink’s cumulative Ethereum staking rewards have exceeded 21,000 ETH. On the security side, an old liquidity pool on Raydium was reportedly attacked, with about $1.34 million in assets stolen.
The financing section of the brief focused on AI infrastructure and robotics. TensorWave, an AI infrastructure startup, completed a $350 million Series B financing round, reaching a valuation of $1.55 billion. Tether led a Series C financing round of up to $1.4 billion for NEURA Robotics, with the investment direction tied to the “machine economy” and autonomous AI infrastructure. These items make up the main points in Odaily’s morning update.