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Risenshine! Here is digest of signals harvested on 2026-07-11.
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Markets
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International - 07/10 |
-0.1204% +0.5331% MoM | 0% -0.4861% MoM | +0.4094% +1.7245% MoM | +0.5143% +3.2901% MoM |
+0.5143% +3.2901% MoM | +0.4732% +5.6889% MoM | +0.0588% +2.3749% MoM | +0.714% +2.6558% MoM |
-1.3148% -2.2803% MoM | +0.0596% +0.259% MoM | -0.0707% +6.7959% MoM | +0.2095% -3.6547% MoM |
+1.1014% +5.8909% MoM | +0.5712% +4.2283% MoM | +1.0852% +8.3571% MoM | +1.3673% +0.5613% MoM |
+0.8929% +10.9008% MoM | +0.097% -2.1801% MoM | +0.6975% -0.7598% MoM | +0.1883% -3.2719% MoM |
+0.6202% +5.0162% MoM | -0.4646% -4.2268% MoM | -0.1673% -1.7612% MoM | +0.0849% -3.101% MoM |
+0.733% +1.5953% MoM |
Commodities - 07/10 |
-0.3094% +0.6487% MoM | -0.3509% -6.4343% MoM | -0.2844% -19.0618% MoM | +1.026% -2.3794% MoM |
+0.2165% +5.469% MoM | +0.4183% +1.9523% MoM | +0.6358% +0.7158% MoM | -2.1237% -8.1456% MoM |
+1.3333% +2.4019% MoM | +2.9067% +5.2351% MoM | +1.464% +1.464% MoM | -0.6866% -5.5135% MoM |
Favorites - 07/10 |
+0.4446% -4.1735% MoM | +2.0431% +23.3179% MoM | +0.1925% -3.0854% MoM | +4.0339% +5.259% MoM |
-2.4823% -30.1202% MoM | -2.7835% +26.4103% MoM | -0.6881% +3.084% MoM | +1.0707% -2.6434% MoM |
+1.6583% -0.8787% MoM | -1.3664% +5.1914% MoM | -2.3991% +2.6158% MoM | -1.2444% +9.8018% MoM |
-1.0204% -1.0669% MoM | -3.0666% -6.6432% MoM | -0.2846% +8.1418% MoM | -0.6432% -2.1093% MoM |
Sectors - 07/10 |
+0.431% +4.0693% MoM | -0.8201% +5.2273% MoM | +0.3061% +6.6628% MoM | +0.4974% -1.2003% MoM |
-0.0619% +7.3554% MoM | -0.2337% +6.3103% MoM | +0.0967% +1.083% MoM | -1.0048% +2.938% MoM |
+0.7591% +4.8563% MoM | -1.5031% -2.6904% MoM |
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Gainers
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Global Mofy AI Limited Class A Ordinary Shares +105.6% Global Mofy AI Ltd operates as a technology solutions provider engaged in virtual content production, digital marketing, and digital asset development for the metaverse industry. T... | DEFSEC Technologies Inc. Warrant +99% DEFSEC Technologies Inc is a canadian defence company. The company develops and commercializes next-generation tactical systems. The company offers breakthrough technology in letha... |
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Losers
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Haoxi Health Technology Limited Class A Ordinary Shares -71.6% Haoxi Health Technology Ltd is an online marketing solution provider in China, with an advertiser client base mainly in the healthcare industry. The company offers services that in... | 707 Cayman Holdings Limited Ordinary Shares -53.9% 707 Cayman Holdings Ltd is a Hong Kong-based group that sells quality apparel products and provides supply chain management total solutions to its customers spanning from Western E... |
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Business
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Analysis of US-Iran Military Actions and Their Impact on Gulf Security and Oil Trade |
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🗺 Background:- On July 8, 2026, the U.S. military attacked Iran following Tehran's alleged strike on three ships in the Strait of Hormuz.
- The Gulf region is critical for global oil trade, with the Strait of Hormuz accounting for about 20% of world oil shipments.
- Military tensions between the U.S. and Iran have recurrently threatened the stability of commercial routes and regional security.
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🎩 Key stakeholders:- Key stakeholders include the U.S. Department of Defense, Iran's Revolutionary Guard Corps, and regional governments such as Kuwait and Bahrain.
- Major oil companies operating in the Gulf region include Saudi Aramco, ExxonMobil, and BP.
- International institutions involved are the United Nations Security Council and OPEC.
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➡ Potential consequences:- Near-term consequences include heightened military risk for Gulf states, particularly Kuwait and Bahrain, facing incoming missile threats.
- Global oil market volatility is expected to persist, impacting prices and supply reliability.
- Medium-term, further escalation could lead to extended disruptions in oil trade and broader regional instability.
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Strategic Implications of ADNOC's Acquisition of Shell Downstream South Africa |
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🗺 Background:- ADNOC Distribution has entered into a definitive agreement to acquire Shell Downstream South Africa (SDSA).
- The acquisition involves 100% of SDSA's share capital and is valued at $1 billion before adjustments for net debt and working capital.
- SDSA operates 580 fuel stations across South Africa, including both company and dealer-owned locations.
- The transaction is part of ADNOC's expansion strategy to increase its global footprint in downstream fuel distribution.
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🎩 Key stakeholders:- ADNOC Distribution is the acquirer, a major energy company based in the United Arab Emirates.
- Shell Downstream South Africa is the acquired entity, previously owned by Shell plc.
- The Associated Press reported the acquisition, indicating significant media and public attention.
- Local South African stakeholders include dealers, employees, and regulatory agencies overseeing the fuel sector.
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➡ Potential consequences:- In the near term, the acquisition could lead to the rebranding of 580 South African fuel stations under ADNOC Distribution.
- Medium-term effects may include increased competition in the South African fuel retail market and potential changes in pricing strategies.
- ADNOC's global presence will expand, increasing its influence in regional energy markets.
- Potential operational integration challenges may arise, requiring careful management of existing dealer relationships and staff transitions.
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Financial and Political Consequences of the Trump Memecoin Collapse |
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🗺 Background:- Donald Trump launched the $TRUMP memecoin in January 2026, just before his presidential inauguration.
- The $TRUMP coin quickly attracted nearly a million investors amidst political and financial excitement.
- Total collective losses among investors of the memecoin have reached $3.8 billion.
- President Trump reported $636 million in personal earnings from the $TRUMP coin.
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🎩 Key stakeholders:- Donald Trump is the key figure behind the memecoin, both politically and financially.
- Fortune Magazine is a primary news source reporting on the collapse and financial consequences.
- Nearly one million individual investors are directly affected by the collapse.
- Financial institutions monitoring crypto assets play a secondary role in analyzing the fallout.
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➡ Potential consequences:- In the near term, widespread investor losses may fuel demands for increased cryptocurrency regulation in the United States.
- Medium-term political backlash could undermine public trust in financial institutions and presidential leadership.
- Further volatility in the crypto market is likely as a result of the high-profile collapse.
- Legal investigations and new legislation targeting memecoins may emerge as a consequence.
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OT Security Initiatives: Challenges in Operationalizing Cyber Risk Findings |
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🗺 Background:- Operational Technology (OT) security has historically focused on identifying cyber risks rather than mitigating them.
- Industrial organizations are increasing investments in OT visibility to address gaps in cyber risk management.
- Challenges persist in translating cyber risk findings into actionable, prioritized remediation steps.
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🎩 Key stakeholders:- TXOne Networks, a cybersecurity firm, is leading a new initiative to operationalize OT cyber risk findings.
- Industrial organizations including manufacturing, utilities, and critical infrastructure entities are direct stakeholders.
- CISOs, plant managers, and OT security engineers are key individuals involved in implementing OT security measures.
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➡ Potential consequences:- Near-term: Industrial organizations may see improved cyber risk handling and faster response times due to actionable frameworks.
- Medium-term: Standardization of OT security practices can enhance resilience and reduce incident frequency across sectors.
- Collaborative frameworks could drive regulatory changes and industry-wide adoption of operationalized cyber risk protocols.
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Nigel Farage's Parliamentary Resignation and Scandal Response Strategy |
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🗺 Background:- Nigel Farage is the leader of Reform UK and a prominent political figure known for his role in Brexit.
- Recently, Farage has faced allegations related to financial donations within his party.
- Farage has held a seat in the UK Parliament and has been a vocal critic of mainstream parties.
- He announced his intention to resign his Parliament seat amid the ongoing scandal.
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🎩 Key stakeholders:- Nigel Farage is at the center of the resignation and scandal response.
- Reform UK, the political party led by Farage, is directly involved in the controversy.
- Associated Press is the primary source reporting on the resignation and allegations.
- UK Parliament is affected by Farage’s decision to quit and seek reelection.
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➡ Potential consequences:- Farage’s resignation and reelection bid may trigger political instability within Reform UK in the short term.
- The outcome of Farage’s attempt to defend his reputation could affect public trust in political financing systems.
- The scandal and its resolution may impact voter perceptions ahead of upcoming elections.
- Medium-term effects could include shifts in Reform UK's leadership or policy direction.
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Science News
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Risks and preparedness for quantum computing threats in digital security, focusing on Peter Shor’s algorithm |
🗺 Background:- Peter Shor developed Shor's algorithm in 1994, which enables quantum computers to efficiently factor large integers.
- Shor's algorithm directly threatens digital security systems based on RSA and other public-key cryptosystems.
- Quantum computing is rapidly advancing, with research intensifying globally on technology to crack current encryption methods.
- Digital infrastructure worldwide depends on cryptographic protection that may be vulnerable to quantum attacks.
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🎩 Key stakeholders:- Peter Shor is the inventor of Shor's algorithm and a prominent researcher at MIT.
- Government agencies such as the NSA and NIST are leading efforts to develop post-quantum cryptographic standards.
- Major tech companies including Google, IBM, and Microsoft are investing heavily in quantum computing and security.
- Financial institutions and healthcare data providers are particularly exposed to risks from quantum-enabled breaches.
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💡 News facts:- On 2026-07-07, New Scientist reported that Peter Shor remains unconcerned about the immediate risk posed by his algorithm to internet security due to slow progress in practical quantum computers.
- On 2026-07-07, New Scientist highlighted ongoing debates among experts about the timeline and severity of quantum threats, referencing Shor's direct commentary.
- On 2026-07-07, New Scientist published insights indicating that most cyber defenses are not yet quantum-resistant, prompting urgent review of preparedness strategies.
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➡ Potential consequences:- In the near term, widespread adoption of quantum computers could lead to vulnerabilities in financial transactions and confidential communications.
- Medium-term consequences may include regulatory changes and mandated adoption of quantum-safe cryptography across enterprises.
- Failure to address quantum threats could result in significant data breaches and undermine trust in digital infrastructure.
- Rapid adaptation is required to prevent disruptive impacts on global markets and personal data privacy as quantum technology matures.
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Market implications of large Pentagon satellite contracts for SpaceX and next-gen military applications |
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🗺 Background:- In July 2026, the Pentagon awarded SpaceX two major satellite contracts worth approximately $6.5 billion.
- The contracts focus on deploying SpaceX's AMTI satellite constellation for advanced military surveillance.
- SpaceX will also build the Space Data Network for enhanced space-based communications.
- These systems are designed to support next-generation missile defense and military applications.
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🎩 Key stakeholders:- SpaceX, led by Elon Musk, is the primary contractor for both satellite projects.
- The US Department of Defense (Pentagon) is the client awarding the contracts.
- The AMTI satellite constellation and Space Data Network involve advanced defense technology teams.
- Military consumers include branches of the US Armed Forces and space command units.
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➡ Potential consequences:- SpaceX's expanded Pentagon contract revenues could increase its dominance in military space applications in the near term.
- Accelerated deployment of AMTI and Space Data Network may drive rapid advances in missile defense technology within 12-24 months.
- Other aerospace competitors may face increased pressure to innovate or partner with SpaceX for future Pentagon contracts.
- Medium-term, enhanced US military data and surveillance capacity could reshape global strategic balance and spur allied technological investments.
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Technical and social impact of Discord's AI moderation failures and policy adjustments |
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🗺 Background:- Discord has deployed AI-based moderation tools to monitor user-generated content since early 2026.
- Recent system failures led to wrongful bans triggered by the automated detection of harmless images.
- Moderation bugs have raised concerns about algorithmic accountability and community trust.
- Discord's policy adjustments aim to address AI failure and improve error response mechanisms.
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🎩 Key stakeholders:- Discord, the primary platform operator, is directly responsible for moderation policies and technical fixes.
- Affected users include over 200 Discord account holders wrongfully banned in early July 2026.
- The Discord Trust & Safety team manages incident response and policy communication.
- Third-party AI developers and content moderation oversight organizations are monitoring Discord's actions.
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➡ Potential consequences:- Near-term, Discord may face increased user pushback and calls for manual moderation review.
- Medium-term, Discord could revise its AI models and invest in improved algorithmic transparency.
- Incidents may prompt stricter regulatory oversight of automated moderation by social platforms.
- Trust in Discord’s governance could affect platform growth and influence policy in competing services.
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Comparative analysis of Microsoft’s internal AI model deployment for cost reduction relative to competitors |
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🗺 Background:- Microsoft has historically relied on both internal and external AI models for various enterprise applications.
- In 2026, cost pressures in the AI sector led major tech firms to explore in-house model deployments for financial efficiency.
- Competitors like Google and OpenAI have also pursued strategies to reduce AI operational costs through architectural changes.
- Cloud providers are increasingly focused on optimizing AI services to maintain profitability amidst rising training and inference expenses.
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🎩 Key stakeholders:- Microsoft Corporation is a primary stakeholder, driving the internal deployment of proprietary AI models.
- Satya Nadella, CEO of Microsoft, is actively involved in strategic decisions regarding AI cost management.
- Competitors such as Google and OpenAI are stakeholders due to similar cost reduction initiatives in the AI sector.
- TechCrunch is the reporting institution providing industry coverage and analysis.
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➡ Potential consequences:- Near-term, Microsoft may achieve significant reductions in cloud infrastructure costs across product lines.
- Medium-term, competitors could be pressured to accelerate their own in-house AI model adoption for cost parity.
- Customer access to AI services may become more affordable, but there could be trade-offs in model diversity.
- The broader AI sector may see greater consolidation of proprietary models, affecting innovation and collaboration.
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Computational perspectives on the origin and nature of time based on Stephen Wolfram’s proposals |
🗺 Background:- Stephen Wolfram, a physicist and computer scientist, argues that time originates from universal computational processes.
- Wolfram’s theories challenge traditional physics by framing space and time as emergent phenomena from discrete computations.
- His proposals became widely discussed following the launch of his Wolfram Physics Project in April 2020.
- The computational approach suggests that the unfolding of time is directly linked to the execution of algorithms across the universe.
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🎩 Key stakeholders:- Stephen Wolfram is the primary proponent and researcher of these computational perspectives.
- New Scientist featured Wolfram’s ideas in an interview published on July 7, 2026.
- The Wolfram Physics Project serves as a platform for research on computational foundations of physics.
- Institutions such as Stanford and MIT have referenced Wolfram’s work in recent theoretical physics discussions.
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💡 News facts:- On July 7, 2026, New Scientist published an article detailing Stephen Wolfram’s proposal that the passage of time arises from universal computations.
- In the New Scientist interview, Wolfram further explained implications regarding free will and the nature of physical laws, emphasizing his computer science approach.
- The article highlights renewed debate among physicists about defining the origin of time computationally, following Wolfram's recent statements.
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➡ Potential consequences:- Near-term, Wolfram’s proposal could introduce new lines of inquiry in theoretical physics and redefine time in terms of computational models.
- Medium-term, adoption of these ideas may influence simulations of quantum systems and approaches to artificial intelligence.
- Further validation or refutation of Wolfram’s theory may shift consensus on time’s fundamental nature and impact broader cosmological research.
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Culture
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Kawase Hasui "I want my work to show the beauty of Japan as it really is, with all its seasons and moods..." Kawase Hasui (1883–1957) was a prominent Japanese ukiyo-e artist known for his landscape prints that captured the beauty of Japan during the early 20th century, bridging traditional and modern styles. His work played a significant role in the shin-hanga movement, revitalizing traditional Japanese wo... | Rabindranath Tagore "You can't cross the sea merely by standing and staring at the water..." Rabindranath Tagore (1861–1941) was a Bengali polymath who reshaped Bengali literature and music, becoming the first Asian to win the Nobel Prize in Literature in 1913. His works include poetry, novels, plays, and songs that profoundly influenced Indian culture and the wider world.... |
Jagadish Chandra Bose "The scientific spirit is of more value than its products..." Jagadish Chandra Bose (1858–1937) was an Indian polymath, physicist, biologist, and botanist who pioneered research in wireless communication and plant physiology. He is credited with significant contributions to the understanding of radio waves and plant responses to stimuli.... | Emperor Meiji "Knowledge shall be sought throughout the world so as to strengthen the foundations of imperial rule..." Emperor Meiji (1852–1912) was the 122nd Emperor of Japan, whose reign marked the Meiji Restoration, a period of rapid modernization and westernization that transformed Japan into a major world power. His leadership ended the feudal shogunate system and ushered in profound political, economic, and so... |
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NASA
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Messier 24: Sagittarius Star Cloud (2026-07-11) Credits: Chuck Ayoub |
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Github
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Trading tools |
BitQuant 50 stars #120 BitQuant is an open-source AI agent framework for building quantitative AI agents, leveraging specialized models for ML-powered analytics, trading, portfolio management, and more.... | crypto-trading-bot 48 stars #121 基于 Go 的加密货币量化交易 Agent(模仿 nof1 策略,偏长期交易)|Go-based cryptocurrency quantitative trading agent (imitating the nof1 strategy, leaning towards long-term trading)... |
QTSSTM4 47 stars #122 This is a quantitative trading system.... | trading_gym 47 stars #123 a unified environment for supervised learning and reinforcement learning in the context of quantitative trading... |
Sea Vessels |
guin_app 0 stars #120 GUIN APP (Navalt Boat Tracking application )... | DragonBoat_PKU 0 stars #121 PKU Dragon Boat Fitness tracking points... |
Boat 0 stars #122 A silly webapp to keep track of people who aren't liked very much... | boat16x-issues 0 stars #123 Issue and Translation Tracker for Boat16x!... |
Air Vessels |
PlanesWalker 2 stars #120 Aardwolf plugin that connects to Search & Destroy to track down targets within upper and lower planes.... | cadence-plane-analytics 2 stars #121 Delivery analytics for Plane — cycle time, bottleneck tracking, team health, and Monte Carlo forecasts. Open source.... |
plane-finder-app 2 stars #122 Track prices on your next plane purchase.... | planetary-data-cloud 2 stars #123 PDS Cloud Migration documentation, issue, tracking and simple tools for assisting in the PDS hybrid cloud study and migration efforts.... |
Imagery |
sparse_image_warp_pytorch 24 stars #120 Pytorch implementation of sparse_image_warp and an example of GoogleBrain's SpecAugment is given: A Simple Data Augmentation Method for Automatic Speech Recognition https://arxiv.o... | imgaug-tf 23 stars #121 An image augmentation library for tensorflow.... |
batchaug 23 stars #122 Batched GPU augmentations for 3D medical images, replacing MONAI's per-sample transforms with fused Triton kernels... | PFCD 23 stars #123 [IJCAI 2025] Prompt-Free Conditional Diffusion for Multi-object Image Augmentation... |
Video |
Shinobi 639 stars #120 :zap: Shinobi Pro - The Next Generation in Open-Source Video Management Software with support for over 6000 IP and USB Cameras... | VNext 617 stars #121 Next-generation Video instance recognition framework on top of Detectron2 which supports InstMove (CVPR 2023), SeqFormer(ECCV Oral), and IDOL(ECCV Oral))... |
radial-attention 602 stars #122 [NeurIPS 2025] Radial Attention: O(nlogn) Sparse Attention with Energy Decay for Long Video Generation... | mocogan 601 stars #123 MoCoGAN: Decomposing Motion and Content for Video Generation... |