Odaily星球日报讯 据 Gate 数据，韩国 KOSPI 指数 8 月 4 日（周二）开盘上涨 77.7 点，涨幅 1.24%，报 6335.15 点。海力士涨超 3%，三星涨超 2%。日经 225 指数 8 月 4 日（周二）开盘上涨 193.23 点，涨幅 0.30%，报 63948.13 点。
Odaily News: The U.S. crypto industry group Blockchain Association sent a letter on Monday to Senate Majority Leader John Thune and Minority Leader Chuck Schumer, pushing back against the National Sheriffs' Association's (NSA) previous criticism of the Clarity Act and arguing that the latter misunderstands the bill's design for DeFi regulation.
The NSA last week sent a letter to Senate leadership claiming that the Clarity Act's exemptions for DeFi in anti-money laundering, sanctions compliance, and KYC rules are too broad, potentially making it harder for law enforcement to combat financial crime. The NSA represents more than 3,000 sheriffs and 10,000 public safety officials, and its stance has intensified controversy ahead of the bill's advancement in the Senate.
Blockchain Association, meanwhile, stated that the Clarity Act does not grant the crypto industry a "blanket exemption" but instead imposes stringent obligations on intermediaries while providing law enforcement with tools to combat financial crime. Lindsay Fraser, the group's chief policy officer, said that with the Senate vote approaching, it is necessary to correct misunderstandings surrounding the bill.
Odaily星球日报讯 据外媒报道，随着来自远离中东地区的生产商增加供应，缓解了伊朗战争造成的供应中断影响，巴西石油产量在 6 月创下历史新高。根据巴西国家石油、天然气和生物燃料管理局（ANP）的数据，巴西 6 月原油产量同比增长约 19%，达到每日 450 万桶，较 5 月增长约 4%。石油和天然气总产量达到每日 580 万桶油当量。巴西及其他生产国不断增加的产量帮助填补了中东出口减少留下的缺口。巴西国有控股企业巴西国家石油公司率先增加产量。该公司正努力从油田中开采尽可能多的原油，并推动 Búzios 以及其他深水油田的海上平台产量超过设计产能。根据 ANP 数据，由巴西国家石油运营的油田占巴西石油总产量约 87%。（金十）
Odaily星球日报讯 由于伊朗战争暂歇后，受困于波斯湾的中东原油供应重新进入市场，印度需求走弱，委内瑞拉7月石油出口大幅下降。根据航运报告、Kpler数据以及外媒对船舶活动的追踪，委内瑞拉上月原油装船量降至每日85.6万桶，为五个月来的最低水平，较6月下降25%。其中对印度的出口减少了一半。随着伊朗冲突进入第六个月，供应链调整以及替代航运路线的使用，缓解了最初对全球能源流动造成的冲击。特朗普周一取消了对伊朗发动袭击的计划，以推动和平谈判继续进行，此后油价下跌。美国和印度仍是委内瑞拉原油的最大买家。（金十）
Odaily星球日报讯 在被问及伊朗是否愿意“恢复霍尔木兹海峡完全自由航行”时，美国总统特朗普表示，他不会允许伊朗收取相关费用。“这必须是（自由航行），我不会让他们收费。如果有人要收费，那将是我们收费，我们才是拥有全面控制权的一方。”特朗普称，“我们有一个叫作封锁的东西。我们根本没有讨论收费问题，不会有收费。”（金十）
Odaily星球日报讯 当地时间8月3日，美国总统特朗普在白宫回答记者提问时表示，同伊朗的谈判目前正在进行中。特朗普表示，关于与伊朗的谈判，第一阶段是开放霍尔木兹海峡，第二阶段是无核化。特朗普称，美国对此态度坚定，伊朗不能拥有核武器。此外，特朗普还透露了有关开放霍尔木兹海峡方面的谈判进展。特朗普称，霍尔木兹海峡可能最迟明天重开。他还表示，谈判是应伊朗的要求，在沙特阿拉伯、阿联酋、卡塔尔还有其他一些国家的支持下进行的。他称，本来“美国要对伊朗进行猛烈打击，力度超过以往任何一次攻击”，结果伊朗方面打来了电话，沙特阿拉伯、阿联酋和卡塔尔也都打来了电话。伊朗不想挨打，于是说想要谈判，他们想谈论海峡的问题。特朗普说，“这是伊朗的最后机会”。特朗普还表示，他不会让伊朗对通过霍尔木兹海峡的船只收取费用。（央视新闻）
Odaily星球日报讯 法庭文件显示，美国有25个州提起诉讼，反对美政府最新关税措施。美国纽约州总检察长宣布，由民主党人领导的25个美国州于当日提起诉讼，起诉美国政府。这些州主张，总统针对来自60个贸易伙伴的商品征收最新一轮关税的举措，超出了其对进口商品征税的法定权限。总检察长称，最新关税只是为了替代那些已被美国最高法院否决的关税措施。新关税范围宽泛得不合法，且绕过了法律规定的针对特定国家的调查程序。（央视）
Odaily News: An FBI agent, Patrick Yaroch, was arrested last Friday for allegedly stealing approximately $1 million in crypto assets from a "hostile crypto account." According to an affidavit filed on August 1, Yaroch is suspected of transferring the relevant assets starting in late 2024 or early 2025.
Yaroch told investigators that he discovered certain keys that allowed him to transfer funds from a digital wallet to himself. He said he was frustrated that he could not further prevent individuals associated with "hostile nations" from using cryptocurrency and carried out around a dozen transfers.
Court documents show that Yaroch admitted to a Justice Department employee that he had made "some very bad decisions" regarding crypto wallet-related issues. In another interview with federal agents, he also acknowledged that he "messed up."
Yaroch previously served as a supervisory special agent in the FBI's Counterintelligence and Espionage Division at FBI Headquarters, and earlier held a position at the FBI's Boston field office. The FBI terminated his employment on July 31.
The investigation also alleges that Yaroch mixed personal funds with crypto assets and used ChatGPT to ask how to handle the money, including how to spend or invest $1 million, and whether to leave the United States for a European country.
Odaily星球日报讯 DEX 与 CEX 现货交易量比例在 7 月末升至 24%，创历史新高，高于一年前的 17%。该指标统计的是现货交易量，不包括期货和衍生品，主要涵盖 Uniswap、Aerodrome 等去中心化交易所交易。
这一比例上升的重要原因，是中心化交易所现货交易量明显走弱。随着现货交易活跃度下降，Coinbase、Gemini 等中心化平台承压，部分公司已进行裁员，而交易者也在逐步转向链上交易替代方案。
数据显示，现货交易所总交易量正接近 12 个月低点，约为 6700 亿美元，明显低于年内高点 2.23 万亿美元。
The Block 分析称，现货交易量下滑一方面受到预测市场分流影响，另一方面也反映出整体加密交易兴趣下降。换言之，DEX 占比创新高并不完全意味着链上交易绝对繁荣，而更多是 CEX 现货交易萎缩背景下的结构性变化。（The Block）
Odaily News - Kalshi CEO Tarek Mansour on Monday pushed back against the state of New York's lawsuit against the company in a CNBC interview, arguing that the case is not just about sports-related contracts, but a challenge to the entire prediction market business model.
Mansour said that if the logic of New York's lawsuit were to hold, it "could be copy-pasted and used to sue Nasdaq." He noted that Kalshi operates more like Nasdaq, where the platform matches buyers and sellers and collects a transaction fee of about 1%, rather than directly acting as a bookmaker betting against users like traditional sports betting company DraftKings.
New York Attorney General Letitia James sued Kalshi last week, alleging that its event contracts constitute illegal gambling and seeking at least $36 billion in damages, with the exact amount still pending full calculation.
Mansour also compared the regulatory and legal challenges Kalshi faces to the regulatory resistance Uber and Airbnb encountered in their early days, suggesting that prediction markets are also a new type of platform economy that is easily misunderstood or over-regulated under existing legal frameworks.
