Odaily reported that the Iranian Revolutionary Guard issued another statement: In response to the aggressive actions of the U.S. military, we have struck the special operations command center at the U.S. military base in Al-Tanf, Syria, destroying a radar system and multiple helicopters used for special operations, resulting in casualties among U.S. military personnel. Iran still maintains full control over the Strait of Hormuz. As long as U.S. aggression continues, not a single drop of oil or natural gas will be exported through this region. (Jinshi Data)

Odaily Planet Daily News: Bloomberg Senior ETF Analyst Eric Balchunas stated on the X platform that the US ETF market is undergoing an unprecedented expansion. A total of 242 ETFs were launched in June this year, setting a single-month issuance record, equivalent to approximately 11 new products per day. The number of new ETFs in the first half of 2026 has already reached 730. Based on the current pace, the total number of new ETFs for the full year could exceed 1,450, significantly breaking last year's record.

Eric Balchunas specifically highlighted the aggressive expansion strategy of emerging issuer Corgi. Data shows that Corgi launched over 100 ETFs in June, moving it into sixth place among ETF issuers. If the current issuance pace continues (the company still has about 350 ETFs in the registration stage), Corgi could surpass BlackRock by the end of this year to become the issuer with the largest number of ETFs on the market.

Balchunas noted that it took BlackRock more than 20 years to build an ETF product line of this scale, while Corgi might achieve a similar scale in less than a year. However, an increase in quantity does not necessarily mean a proportional increase in asset size. Currently, some ETFs under Corgi have attracted a certain amount of capital inflows, but most products are still in the market cultivation stage. The average asset size of its ETF portfolio is approximately $4 million, compared to the industry average of about $3 billion. Corgi still faces significant challenges in attracting assets. Balchunas described Corgi's large-scale issuance strategy as "extremely bold," and its rapid expansion has undoubtedly become one of the most noteworthy phenomena in the current ETF market.

Odaily星球日報訊 ARK Invest 發佈《The Bitcoin Quarterly》Q2 2026 報告指出，比特幣第二季度下跌約 14%，收盤價約為 58,544 美元，並跌破三項主要技術均線，此技術型態在歷史週期中通常與市場偏空環境相關。報告顯示，儘管價格承壓，比特幣長期持有者（Long-term Holders）仍持續增持，其持倉量升至歷史新高，達到約 1,485 萬枚 BTC，吸收了市場回調期間釋出的籌碼。

ARK Invest 表示，鏈上數據正釋放賣方疲勞訊號：處於虧損狀態的 BTC 供應量超過盈利供應量，同時虧損速度一度超過盈利速度，而類似現象在歷史上往往集中出現在市場週期底部附近。

報告同時指出，比特幣市場中的機構需求面臨壓力。企業比特幣儲備（Treasury Company）與 ETF 生態均出現疲軟跡象：

STRC 優先股價格一度跌至約 74.57 美元，低於 100 美元面值；

美國現貨比特幣 ETF 連續 7 週出現資金流出，累計流出規模約 7 萬枚 BTC。

ARK Invest 認為，ETF 資金流出顯示比特幣重要邊際買盤正在減弱，但長期持有者持續累積表明市場內部正在進行籌碼重新分配。

該機構表示，當前 BTC 價格表現與長期持有者行為之間形成明顯背離，而歷史數據顯示，此類背離往往可能成為市場週期轉折的重要觀察訊號。

Odaily星球日报讯 CryptoQuant 分析师 Darkfost 在 X 平台表示，当前比特币矿工正面临严峻的经营压力，其财务状况指标已降至历史熊市高压阶段的水平。综合矿工发行收入、区块时间、交易手续费以及整体营收等多个数据维度分析，矿工财务健康比率（7 日均值）目前在 10% 至 30%区间内震荡，反映出矿企盈利能力明显承压。该指标此前通常在熊市高峰期附近出现类似低位表现。分析人士认为，在区块奖励减半后、挖矿难度持续提升以及手续费收入不足的背景下，部分矿企可能面临更大的现金流压力。

随着市场竞争加剧，高成本矿工或被迫关闭设备、出售 BTC 储备或寻求融资，而矿工行为变化也可能成为影响比特币市场供应的重要因素。

Odaily星球日報訊】美股盤前，投資者需重點關注的市場財經要聞如下：

1、美三大股指期貨集體下行。道瓊斯指數期貨跌0.69%，標普500指數期貨跌0.93%，納斯達克100指數期貨跌1.90%。

2、國際油價集體走高。WTI原油期貨價格漲2.61%，報80.323美元/桶；布倫特原油期貨價格漲2.37%，報86.230美元/桶。

3、國際金銀現貨漲跌不一。現貨黃金價格漲0.15%，報3982.24美元/盎司；現貨白銀價格跌0.38%，報55.28美元/盎司。

4、歐洲三大股指集體下行。英國富時100指數跌0.02%，法國CAC40指數跌0.78%，德國DAX30指數跌0.51%。

5、SK海力士盤前微漲0.1%，此前一度跌4%；閃迪下跌2.3%，此前一度跌7%；美光科技跌幅收窄至2.9%。

6、美光科技宣佈與高通、Harman、Astemo及現代摩比斯等多個汽車產業鏈企業簽署長期供應協議（LTA），為AI汽車提供存儲芯片及存儲解決方案。

7、SpaceX因部分發動機未能啟動，取消了星艦火箭的第13次試飛任務。馬斯克稱，下一次發射嘗試有望在數日內進行。SpaceX盤前跌超4%。

8、微軟正籌備一款AI漏洞檢測工具Project Perception，計劃將於7月內發佈。該工具將對標Anthropic旗下Mythos模型，並預計比Mythos更具成本效益。

9、Meta擬聘請亞馬遜頂尖雲服務（AWS）高管，加速佈局數據中心和雲端運算業務。

Odaily星球日報訊 根據 Gate 數據，現貨黃金回落至 3970 美元/盎司下方，日內下跌 0.16%。

高盛此前表示，儘管面臨聯準會偏緊縮預期的壓力，但央行買盤預計將為黃金提供底部支撐。

Odaily Planet Daily News Goldman Sachs stated that despite pressure from the Federal Reserve's relatively hawkish expectations, central bank purchases are expected to provide a floor for gold prices. Demand remains strong; according to the bank's estimates, central bank gold purchases in May amounted to 81 metric tons, with a three-month average monthly purchase volume of 67 metric tons, far exceeding the pre-2022 average of 17 metric tons. Goldman Sachs analysts said: "We believe that as central banks hedge geopolitical and financial risks through reserve diversification, the trend of central banks increasing their gold holdings will last for many years." The bank predicts that the average monthly purchase volumes for this year and next will be 50 metric tons and 40 metric tons, respectively. (Jinshi)

Odaily星球日報訊 據 Arkham 監測，一名投資者近期大額買入 Meme 幣$JIMOTHY，引發市場關注。該地址在 JIMOTHY 代幣市值約 405 萬美元時投入 2.591 萬美元，累計獲得 631.5 萬枚$IMOTHY 代幣。目前，該錢包持有數量佔總供應量約 0.6315%，已成為該代幣第 36 大持有者。

數據顯示，該投資者的建倉位置接近階段高點，引發社區討論。有市場參與者質疑其是否「買在了頂部」，也有人認為該行為可能代表對$JIMOTHY 後續走勢的長期押注。

Odaily星球日报讯 韩国共同民主党表示，将在 8 月完成党内领导层调整后重启数字资产特别工作组，并计划于 9 月提出《数字资产基本法》法案，目标是在年内完成立法。共同民主党议员朴敏圭称，法案内容及提交时间将由国会、总统府及相关部门共同协调，最快有望于 9 月初启动讨论。除明确稳定币发行主体外，还需同步完善市场结构、安全及监管等配套制度，并建立符合韩国金融监管环境的本土化数字资产体系。

此外，共同民主党议员闵炳德建议将韩元稳定币打造为支持韩国文化、商业、旅游和制造业海外发展的支付与结算工具。（Etoday）

Odaily 星球日報訊 一項由 CNBC 發布的最新民調顯示，美國民眾對經濟前景的悲觀情緒持續升溫，61% 的受訪者表示對當前經濟狀況及未來走勢感到悲觀，為 2023 年 12 月以來的最高水平，僅約四分之一的受訪者持樂觀態度。調查顯示，多數受訪者將經濟壓力歸因於總統川普的經濟政策。對於川普處理經濟問題的表現，60% 的受訪者表示不滿意，僅 38% 表示認可，這也是其政治生涯中該指標的最低評價之一。

Public Opinion Strategies 合夥人 Micah Roberts 表示，當前選民整體情緒低迷，預期未來情況會惡化的人數，以 41% 對 29% 的比例超過認為將會改善的人群，市場信心正進入中期選舉週期前的低谷階段。

與此同時，持續上漲的生活成本正在迫使美國消費者削減支出。調查顯示，47% 的受訪者表示正在減少食品、醫療等必需品的購買，比 4 月上升 6 個百分點；約三分之二的消費者正在減少餐飲等非必要消費。

另一項由貝恩公司（Bain & Company）聯合 NielsenIQ 進行的研究顯示，美國 6 月雜貨購買量年減 1.8%，較去年同期 0.1% 的增長明顯轉弱。

貝恩美國零售業務負責人 Kurt Grichel 表示，2019 年一次約 300 美元的日常採購，如今可能需要 400 美元，價格上漲帶來的「衝擊感」正影響包括高收入消費者在內的更多族群。

分析指出，高食品價格、高燃油成本以及川普政府削減部分社會福利支出等因素，正在共同增加消費者壓力。調查顯示，五分之四的美國消費者正在嘗試減少開支，超過四分之一主動削減食品消費，其中超過一半選擇購買更便宜的品牌，49% 減少購買商品數量。（ibtimes）

Odaily星球日報訊 根據高盛預期，美股市場將迎來又一個強勁的獲利季。高盛預計標普500成分股第二季獲利年增22%，其中AI基礎設施相關股票貢獻近60%的增長，而美光科技和輝達兩家合計貢獻超過40%。如果最終實現，這將是標普500連續第二個季度實現超過20%的獲利增長。高盛報告強調，目前市場最關注的焦點並非科技巨頭本身的表現，畢竟超大規模雲端運算商的AI支出已有目共睹，而是產業鏈上更廣泛的企業能否憑藉AI需求實現獲利兌現。

Odaily Planet Daily News The Rotterdam District Court in the Netherlands has declared cryptocurrency trading platform Knaken Cryptohandel BV and its affiliated foundation bankrupt, following prosecutors' statements that approximately 7 million euros (about $8 million) in client assets from the platform are unrecoverable. The court ruled on Thursday that since Knaken has suspended platform services and restricted user access to accounts, initiating bankruptcy proceedings would facilitate an orderly liquidation of the company's assets. The court noted that the company's current assets are insufficient to fully repay user funds, and users also lack adequate information to determine their legal rights.

Dutch prosecutors filed the bankruptcy petition on June 30, after having already launched a criminal investigation into the missing funds. The Dutch Financial Crime Investigation Agency (FIOD) also raided Knaken's office premises in late June and seized related equipment and assets.

Knaken was established in 2017, headquartered in Rotterdam, and ceased operations in early June this year. According to Dutch media NL Times, the company was not listed on the register of authorized crypto asset service providers maintained by the Netherlands Authority for the Financial Markets (AFM).

The AFM previously stated that after the Netherlands ended the transition period for the EU's Markets in Crypto-Assets Regulation (MiCA) on June 30, 2025, it has begun taking regulatory and enforcement measures against unauthorized crypto asset service providers. (Cointelegraph)

Odaily reported that Piero Cipollone, an Executive Board member of the European Central Bank (ECB), stated that the large-scale adoption of stablecoins could weaken commercial banks' retail deposit base and alter the competitive landscape of the traditional banking system.

Speaking on Friday at the Italian Cooperative Banking Federation in Rome, Cipollone noted that digital payments are reshaping the banking sector while increasing Europe's reliance on non-European payment infrastructures. Banks are already facing declining payment fee income and loss of transaction data due to the growth of mobile payment service providers. As digital asset payment tools like stablecoins become more widespread, commercial banks may face further pressure from deposit outflows.

Cipollone emphasized that a digital euro would help preserve the role of public money and ensure banks continue to participate in the payment ecosystem while meeting customers' evolving financial needs.

"A digital euro can both safeguard the function of public funds and ensure that banks maintain an important role in the payment system," Cipollone stated.

On Tuesday, the ECB selected 36 payment service providers to participate in a 12-month pilot project for the digital euro, including banks, fintech companies, and payment firms. The pilot is scheduled to launch in the second half of 2027 and aims to test the operational feasibility of a retail central bank digital currency (CBDC) in the eurozone.

The ECB previously stated that if relevant legislation and testing progress smoothly, the digital euro could be officially launched as early as 2029. (Cointelegraph)

Odaily星球日報訊 前白宮加密和 AI 主管 David Sacks 在 X 平台發文表示，中國 AI 模型 Kimi K3 首次登頂 Frontier Code Arena 前端代碼測試，並在其他多項基準評測中達到或接近行業領先水平，這一趨勢值得關注。在中國 AI 能力快速提升的同時，美國正因監管爭議陷入內耗。他批評部分美國政界人士和監管機構限制新建數據中心、增加州級監管要求，並推動成立新的聯邦機構，對前沿 AI 模型進行事前審批。

David Sacks 警告稱，如果美國因過度監管而減緩創新速度，可能在全球 AI 競爭中失去優勢。「美國憑藉無許可創新（Permissionless Innovation）贏得了互聯網時代，也可以透過同樣方式贏得 AI 時代；否則，我們將看到領先地位逐漸消失。」AI 發展仍需解決安全風險，但監管應採取精準方式，而非阻礙技術創新。其言論再次引發關於 AI 監管、算力基礎設施建設以及中美 AI 競爭格局的討論。

Odaily星球日報訊 光模塊企業中際旭創（Zhongji Innolight Co.）已獲得中國證監會及香港交易所批准，計劃赴港上市，有望成為近年來香港市場規模最大的 IPO 之一。

據悉，中際旭創於 7 月 17 日獲得中國證券監管機構對港股上市計劃的批准，此前已取得香港交易所上市許可。此次上市若順利完成，公司募資規模預計最高可達 80 億美元，將成為香港資本市場近年來最受關注的新股項目之一。

中際旭創主要從事高速光通信模塊研發與製造，受惠於全球 AI 數據中心建設浪潮，對 800G、1.6T 高速光模塊需求快速增長。市場認為，此次赴港上市將進一步提升公司國際資本影響力，並為其擴大全球 AI 基礎設施供應鏈佈局提供資金支持。（Bloomberg）