Odaily星球日报讯 "백발 주식의 신" Serenity가 X 플랫폼에 게시한 바에 따르면, Blue Origin이 약 1000억 달러의 자금 조달을 추진 중이며, 기업 가치 목표는 약 1300억 달러입니다. 이번 자금 조달이 해당 가치 평가로 완료될 경우, 상업 우주 산업에 새로운 가치 평가 기준을 제공하여 RKLB, ASTS를 포함한 다른 우주 관련 기업에 긍정적인 영향을 미칠 것으로 예상됩니다. 만약 SpaceX와 Blue Origin과 같은 선두 기업들이 이렇게 높은 시장 가치 평가를 받을 수 있다면, 투자자들은 전체 우주 경제 가치 사슬 내 기업들의 장기적인 가치를 재평가할 가능성이 있습니다.
Odaily星球日报 기자 보도에 따르면, 국제통화기금(IMF)이 8일 발표한 《세계경제전망보고서》 업데이트 내용에서 2026년 세계 경제 성장 전망을 0.1% 포인트 낮춘 3%로, 중국의 경제 성장 전망은 0.2% 포인트 높인 4.6%로 조정했습니다. 보고서는 또한 선진국의 성장 전망을 0.1% 포인트 낮춘 1.7%로, 신흥 시장 및 개발도상국의 성장 전망은 0.1% 포인트 낮춘 3.8%로 조정했습니다.(신화사 통신)
Odaily reported that according to Gate data, oil prices surged by $0.6 in the short term, with WTI crude oil currently at $73.71/barrel and Brent crude oil at $77.81/barrel.
Earlier, Trump stated that he might strike Iran again tonight, and that the strike is not about regime change but about nuclear weapons.
Odaily Planet Daily News: U.S. President Trump said that Iran may be struck again tonight. (Jin Shi)
Odaily Planet Daily News According to market sources: Intel has confirmed price increases for some consumer and server CPUs, citing rising supply chain costs and demand exceeding supply. Consumer processor prices have risen by $30 to $50, while data center-level products have seen increases of hundreds or even thousands of dollars.
Investment bank Wedbush believes that Intel still has the ability to implement price increases without affecting market demand. Wedbush analyst Matt Bryson wrote in a report to clients: "Given the ongoing supply shortage of server CPUs, we believe Intel still has room to raise prices without impacting demand."
Odaily Planet Daily News According to Onchain Lens monitoring, Abraxas Capital withdrew a total of approximately 3,931 XAUT from multiple CEXs, worth approximately $15.96 million.
Odaily星球日报讯 据 Arkham Intelligence 监测，SpaceX 近日时隔约六个月首次发生比特币钱包活动，但此次转账规模极小，且没有任何 BTC 流入交易所地址，并不意味着公司正在出售比特币。
数据显示，SpaceX 相关钱包共发生三笔转账，其中最大一笔为 0.00213 枚 BTC，价值约 135 美元；另一笔转移 0.00139 枚 BTC，价值约 89 美元。此外，Coinbase Prime 托管服务向 SpaceX 某地址补充了 0.000738 枚 BTC，价值约 47 美元，疑似用于支付链上交易手续费。
目前 SpaceX 仍持有约 18,712 枚 BTC，总价值约 11.6 亿美元。分析人士认为，此类小额转移通常属于钱包维护操作，例如补充 Gas 费用、地址资金整理或测试签名流程，并非典型的资产出售行为。
SpaceX 于 6 月 12 日完成上市，成为历史规模最大的 IPO 之一，并首次在公开文件中披露其比特币持仓情况。此前 Arkham Intelligence 仅能追踪到约 8,285 枚 BTC 属于 SpaceX，而公司披露的 18,712 枚 BTC 持仓规模超过此前链上识别数量两倍。根据披露信息，SpaceX 持有的比特币购入成本约为 6.61 亿美元，平均成本约 3.5 万美元/枚。
此前六至七个月前，SpaceX 钱包曾进行过较大规模转移，当时公司将约 1000 枚 BTC 分批在自身钱包和 Coinbase Prime 托管地址之间调动，但同样未将资金发送至交易所。
目前，Elon Musk 旗下 SpaceX 和 Tesla 合计持有超过 3 万枚 BTC。市场普遍认为，若未来 SpaceX 将比特币转入已知交易所充值地址，才可能成为其调整 BTC 财库策略或潜在出售的重要信号。（CoinDesk）
According to Odaily, on-chain investigator ZachXBT released verification information stating that cryptocurrency exchange AscendEX has officially announced the cessation of operations, and the platform's current liquid assets are almost insufficient to cover user withdrawal demands. The platform announcement stated that the shutdown is mainly due to market conditions and the EU's MiCA regulatory policy. Starting July 1, all services including account opening, trading, and deposits will be fully closed, with only basic functions such as account inquiry and withdrawals remaining available. After July 6, all withdrawal channels will cease automatic processing and switch entirely to manual review. The platform officially admitted that withdrawals may be significantly delayed or even unable to be processed.
ZachXBT's verification found that the amount of user claims pending settlement reaches millions of dollars, but the available liquid assets in the platform's hot wallet are severely insufficient. AscendEX is currently evaluating its own financial situation and user asset disposal plans, with subsequent arrangements to be announced separately.
Odaily Planet Daily News: Siiibo Securities, the operator of a Japanese corporate bond issuance and purchasing platform, announced plans to change its name to "株式会社メタプラネット証券 (Metaplanet Securities Inc.)" starting July 13, 2026, and officially join the Metaplanet Group.
Siiibo Securities stated that the name change is subject to approval at an extraordinary general meeting of shareholders. The company previously operated an online private bond issuance and purchasing platform for emerging companies and individual investors under the mission of "creating free, transparent, and fair direct finance," and holds a Type I Financial Instruments Business license in Japan.
With its entry into the Metaplanet Group, Siiibo will further expand its business direction in the future. It plans to leverage its parent company's experience in Bitcoin (BTC) asset management to develop and provide BTC-based financial products to individual investors, creating a "BTC × Finance" platform.
It is understood that Siiibo Securities was established in 2019 and currently operates an online securities platform focused on corporate bonds, offering private placement bond issuance and investment services. The platform has covered approximately 40 companies and over 100 bond products. After joining the Metaplanet Group, it will no longer be limited to the Venture Debt field but will explore innovative yield products that better meet investor income needs.
Odaily reports that the German Foreign Minister stated the time has come for Iran and the United States to engage in genuine negotiations, calling on both countries to de-escalate. Germany, along with other nations including France and the UK, is ready to participate in mine-clearing operations in the Strait of Hormuz. Global oil inventories are not in a dangerous phase, and appropriate conditions must be provided for clearing mines in the Strait of Hormuz. An agreement needs to be reached with Iran and Oman. (Jin Shi)
Odaily星球日报讯 美股盘前要闻如下：
1、美三大股指期货集体下挫。道琼斯指数期货跌 0.86%，标普 500 指数期货跌 0.61%，纳斯达克 100 指数期货跌 0.86%。
2、国际油价大幅拉升。WTI 原油期货价格涨 4.73%，报 73.770 美元/桶；布伦特原油期货价格涨 4.80%，报 77.721 美元/桶。消息面上，特朗普称美伊谅解备忘录“已终结”。
3、国际金银现货集体下跌。现货黄金价格跌 0.82%，报 4072.07 美元/盎司；现货白银价格跌 2.37%，报 58.53 美元/盎司。
4、欧洲三大股指全线走低。英国富时 100 指数跌 1.04%，法国 CAC40 指数跌 1.73%，德国 DAX30 指数跌 1.82%。
5、苹果计划未来 5 年向博通采购超 300 亿美元美国制造芯片，将推动生产超 150 亿颗本土芯片。
6、亚马逊秘密开发 Alexa 高成本项目“MOONRAKER”，预计 2026 年 GPU 支出超 1 亿美元。
7、英伟达市值不到两个月蒸发 1 万亿美元，未来 12 个月预期盈利的市盈率为 18 倍，估值回落至人工智能热潮掀起之前的水平。
8、三星电子开始量产用于英伟达 Vera Rubin 平台的先进固态硬盘 PM1763。这款存储设备可以减少先进处理器和 AI 加速器的数据延迟。
9、“木头姐”旗下方舟基金对其投资组合进行了显著调整，增持了 SpaceX，并减少了 AMD 的持仓。
10、贝索斯旗下商业航天公司蓝色起源正以 1300 亿美元投前估值融资 100 亿美元资金。
11、美联储将于北京时间明日凌晨 2:00 公布 6 月会议纪要，市场关注沃什首次纪要释放信号。
오데일리 플래닛 뉴스 한국 중앙은행 법무팀이 《스테이블코인 관련 외국환 송금 거래법 규제 방안》 연구 보고서를 발표하며 대규모 스테이블코인 거래에 대한 규제 제안을 제시했다. 보고서는 현행 한국 외국환 관리 규정을 참고하여 개인 간 1만 달러를 초과하는 스테이블코인 송금에 대한 제한 구상을 담고 있으며, 이러한 거래는 공식 인증 지갑 간에서만 이루어져야 하며 사전 신고 제도도 함께 도입해야 한다고 요구했다.
기관은 미등록 지갑에 대한 전면적인 통제에는 기술적 장벽이 존재한다고 인정하면서도, 자금 세탁 방지 규정 준수를 위해 대규모跨境 스테이블코인 자금 이동에 대한 제한을 강화해야 한다고 밝혔다. 한국 규제 당국은 이전에도 비수탁 지갑을 통한跨境 암호자산 거래 모니터링 체계를 개선해야 한다고 여러 차례 지적한 바 있으며, 이번 보고서는 통제 방안을 보다 구체화한 것이다. (DigitalAsset)
Odaily星球日报讯 知名投资人、GMO 联合创始人兼首席投资策略师 Jeremy Grantham 表示，未来 50 年市场可能会以“嘲笑”的方式回顾 SpaceX 上市事件，并称其为“人类历史上最疯狂的 IPO”。
Grantham 认为，SpaceX 关于“让人类成为多星球物种”的宏大愿景，以及市场当前对公司的高度追捧，未来可能被投资者视为过度乐观。他表示：“每个人都在排队告诉你购买人类历史上最疯狂的 IPO，50 年后，人们会引用招股书中的段落，然后对此发笑。”
SpaceX 登陆 Nasdaq-100 后，虽然获得大量机构关注，但股价近期表现承压。目前 SpaceX 股价较近一个月高点下跌约 7%，徘徊在 150 美元附近，仅略高于上市目标价 135 美元。
华尔街机构对 SpaceX 未来估值存在分歧。Morgan Stanley 据报道给予其 300 美元目标价，而 Goldman Sachs 分析师则预计目标价约 205 美元。JPMorgan Chase 则认为，Elon Musk 提出的 2031 年实现 1 万亿美元收入目标“理论上可实现”，但需要极强执行能力。
Grantham 同时指出，SpaceX 最大的风险之一在于公司高度依赖马斯克个人领导力。他认为，马斯克拥有约 82%的投票控制权，这既是 SpaceX 文化和创新能力的重要驱动力，也带来了治理结构和领导层变动风险。
不过，Grantham 也承认，SpaceX 被纳入纳斯达克指数可能带来额外买盘压力。他表示，由于大量跟踪纳斯达克指数的资金被迫配置 SpaceX 股票，市场需求可能超过供应，从而推动股价上涨。
但他认为，长期来看，SpaceX 仍面临巨大挑战。如果公司估值逻辑最终成立，未来世界可能会因人工智能和自动化技术的发展而发生剧烈变化；而如果无法兑现预期，这场 IPO 也将成为金融历史上的标志性事件。（Fortune）
According to Onchain Lens monitoring, Justin Sun has been continuously staking ETH through Lido Finance. 23 hours ago, Sun staked an additional 13,000 ETH, worth approximately $23.08 million, bringing his total staked assets on Lido to 247,436 stETH, currently valued at around $430.2 million.
Data shows that since February 2023, this staking position has generated a cumulative reward of 11,307 stETH, valued at approximately $26.82 million. Based on the current yield rate, Sun's annualized earnings from this position amount to roughly $9.5 million.
According to MSX.COM, US stock futures have narrowed their losses. As of now, Dow Jones futures are down 0.88%, S&P 500 futures are down 0.61%, and Nasdaq 100 futures are down 0.84%. Earlier, Nasdaq 100 futures were down as much as 1.6%.
오데일리 플래닛 뉴스 - 모건스탠리가 로켓 랩(Rocket Lab, RKLB)에 대한 "비중 확대"(Overweight) 등급을 재확인하고, 목표 주가 105달러는 유지했지만 강세 시나리오에서 최고 목표가를 기존 185달러에서 293달러로 상향 조정했습니다.
모건스탠리 애널리스트들은 아이리듬(Iridium) 인수를 통해 로켓 랩의 잠재 시장 범위가 넓어지고, 회사를 수직 통합된 우주 플랫폼으로 재정립할 수 있을 것으로 분석했습니다. 스페이스X(SpaceX)가 로켓 랩에 비해 상당한 규모와 비용 우위를 가지고 있지만, 후자는 전자의 모델에 점차 근접해 가고 있다고 평가했습니다.
