Odaily News, according to Al Jazeera citing Iran's Press TV, the talks between Iran and Oman have entered a "new phase," with both sides "expected to reach a consensus." The TV channel quoted a senior Iranian official as saying the talks are "aimed at establishing a central passage through the Strait of Hormuz to ensure navigational safety while safeguarding Iran's rights as a coastal state." The official stated that once operational, this new passage would replace the existing northern and southern routes. The Strait of Hormuz is only 34 kilometers wide and was once an international waterway before Iran closed it due to attacks by the United States and Israel. Before the war, vessels followed a UN-approved two-way traffic separation scheme, with shipping lanes passing through Iranian and Omani waters respectively. (Jin Shi)

Odaily星球日报讯 据伊朗国家媒体援引知情人士消息称，只要美国持续威胁伊朗，与阿曼的霍尔木兹海协议就将被推迟。(金十)

Odaily星球日报讯 美国总统特朗普接受采访时表示，伊朗永远不会拥有核武器。他们现在已经无法拥有，但这将被正式确定下来。他说，霍尔木兹海峡很快就会重新开放，否则伊朗将遭到非常猛烈的打击，然后海峡也会开放。特朗普说：“我们原本准备发动一次规模巨大的攻击，是二战以来最大规模的攻击。他们给我打电话，非常礼貌地说：‘我们能谈谈吗？我们能谈谈吗？’我说：‘可以，我们可以谈。让我们把这件事解决掉吧。最终，让我们达成协议。’“如果他们再次反悔，他们将遭受重创，他们自己也明白这一点。”他还称：“如果不是因为我们正在采取的行动，他们根本不会坐下来谈判。我们已经非常、非常重创他们，但真正的重击还没有到来，希望我们不必使用它。我希望不会。”(金十)

Odaily Block News: Bitwise Chief Investment Officer Matt Hougan stated that even if the CLARITY Act fails to pass this week, the cryptocurrency industry will continue to move forward.

Hougan noted that the U.S. Senate will be in recess from August 10 to September 11, leaving only about a 3-day window for the bill to advance before lawmakers depart. If Congress fails to pass the bill, the U.S. Securities and Exchange Commission (SEC) may address some of the issues through rulemaking.

He said that rules introduced by the SEC under Paul Atkins in the short term could be more favorable to the crypto industry and innovation than the bipartisan bill, but the risk is that such policies could be reversed after a future SEC chair takes over.

Hougan believes that if the CLARITY Act does not pass this week, it will enter a "zombie" state, potentially being delayed until the fall or winter of 2026 for consideration, or being folded into a year-end omnibus package. Long-term regulatory uncertainty could continue to hinder professional investors from entering the crypto market on a large scale.

According to Polymarket data, the probability of the CLARITY Act being signed into law before the end of 2026 currently stands at around 23%, a sharp drop from approximately 75% in mid-May. Hougan still supports Congress passing the bill, saying that while it is not perfect, it would help protect investors, improve the regulatory framework, and enhance U.S. competitiveness in the on-chain finance sector.

Odaily星球日报讯 根据 SoSoValue 数据，昨日（美东时间 8 月 4 日）以太坊现货 ETF 总净流入 5374.74 万美元。

昨日单日净流入最多的以太坊现货 ETF 为贝莱德（Blackrock） ETF ETHA，单日净流入为 4245.82 万美元，目前 ETHA 历史总净流入达 114.80 亿美元。

其次为富达（Fidelity） ETF FETH，单日净流入为 934.24 万美元，目前 FETH 历史总净流入达 21.09 亿美元。

截至发稿前，以太坊现货 ETF 总资产净值为 103.16 亿美元，ETF 净资产比率（市值较以太坊总市值占比）达 4.56%，历史累计净流入已达 112.53 亿美元。

Odaily星球日报讯 根据 SoSoValue 数据，昨日（美东时间 8 月 4 日）比特币现货 ETF 总净流入 2.11 亿美元。

昨日单日净流入最多的比特币现货 ETF 为贝莱德 (Blackrock） ETF IBIT，单日净流入为 1.70 亿美元，目前 IBIT 历史总净流入达 607.63 亿美元。

其次为富达 (Fidelity） ETF FBTC，单日净流入为 1957.52 万美元，目前 FBTC 历史总净流入达 99.72 亿美元。

截至发稿前，比特币现货 ETF 总资产净值为 782.58 亿美元，ETF 净资产比率（市值较比特币总市值占比）达 6.06%，历史累计净流入已达 517.06 亿美元。

Odaily星球日报讯 1confirmation 创始人 Nick Tomaino 在 X 平台发文表示，Polymarket 已在链上预测市场领域占据领先地位，其美国本土应用目前仍处于发展初期。

Nick Tomaino 称，根据 Similarweb 数据，Polymarket 上月网页访问量达到 4310 万次，超过 FanDuel、DraftKings 和 Kalshi 三个平台访问量总和，并已跻身全球热门金融科技应用之列，而其营销支出仅为竞争对手的一小部分。

他表示，Polymarket 快速增长的核心原因在于其不仅是预测交易平台，更成为用户获取信息、判断时事和理解世界的工具。区块链带来的透明性和全球开放接入能力，是平台实现“优化信息、还原真相”目标的重要基础。

此外，Nick Tomaino 表示，Polymarket 美国版客户端仍处于早期阶段，但产品优化和商业化进程正在稳步推进。

Odaily星球日报讯 Chainalysis가 X 플랫폼을 통해 밝힌 바에 따르면, Coldcard 해킹 공격은 캐나다 비트코인 보유자에게 특히 치명적인 피해를 입혔습니다. 공격자와 피해자에 대한 당사 분석 결과, 캐나다 BTC 보유자가 전체 귀속 손실의 25%를 부담한 것으로 나타났습니다.

Galaxy Research의 집계 추정에 따르면 손실 규모는 최대 1억 1천만 달러에 달하며, 당사는 이번 지속적인 해킹 공격의 지역적 분포를 분석했습니다. 호주, 미국, 태국 지역의 사용자들도 상당한 손실을 입은 것으로 확인됐습니다.

Odaily星球日报讯 Palantir 二季度营收及调整后每股收益均超市场预期，股价在盘后及次日交易中累计飙涨近 30%。据 CoinGlass 数据，当前 PLTR 全网合约总持仓价值约 3819.97 万美元。从平台分布来看，tradeXYZ、币安与 Bitget 持仓量位列前三，其中：

tradeXYZ：持仓约 6.90 万 PLTR，对应价值约 1100.56 万美元

币安：持仓约 5.72 万 PLTR，对应价值约 913.68 万美元

Bitget：持仓约 2.64 万 PLTR，对应价值约 421.24 万美元

Odaily星球日报讯 SpaceX 股份将在今年 8 月至 11 月迎来主要解锁阶段，流通股本预计将从约 6.4 亿股提升至 52 亿股，新增流通股份主要来自员工持股。

分析称，大规模员工持股解锁可能带来持续卖压，即使 SpaceX 长期发展前景被市场看好，短期内股价或仍面临压力。相比之下，2027 年 1 月至 6 月机构投资者解锁规模较小，影响有限；2027 年 6 月马斯克持有股份解锁，但考虑到其创始人身份及持股动机，短期抛售压力可能较低。

市场观点认为，SpaceX 最大的解锁压力集中在今年下半年，杠杆做多投资者需关注潜在抛压。不过，员工持股释放叠加估值调整，也可能为机构提供第四季度低位吸筹机会。