Odaily reported that Federal Reserve Governor Waller stated, if core inflation continues to decline, which remains a plausible scenario, I will then continue to support holding interest rates steady. I expect that starting with the inflation data released this week, overall inflation will slow down, but I will focus on core inflation data. (Jin Shi)
Odaily星球日報訊 據官方消息，Solana 生態聚合器 Jupiter 推出鏈上實體收藏卡交易平台 Jupiter Gacha，每次抽取獲得的卡牌均為經過認證的實體評級卡（graded slab），並將在鏈上實現可交易化。
Jupiter 表示，該產品旨在連接實體收藏市場與區塊鏈技術，讓傳統收藏品具備鏈上流動性和交易屬性，目前 Jupiter Gacha 已開放 Beta 測試。
Odaily星球日報訊 據 Lookonchain 監測，一個與美國政府相關聯的錢包，在沉寂 4 年後突然活躍，向 Coinbase Prime 存入 140.214 枚比特幣，價值約合 879 萬美元。
Odaily星球日报讯 比特币在市场整体走弱及美国与伊朗紧张局势升温背景下仍维持在 62000 美元上方，显示近期“弱手”卖方可能已被消耗。现货加密 ETF 资金重新流入以及现货市场活动放缓也显示卖方压力减弱。部分分析师提醒，最新价格稳定仍主要由投机性期货交易推动，而非强劲现货需求。（CoinDesk）。
Odaily Planet Daily News According to AXIOS: Trump announced on Monday that the US is restarting its maritime blockade against Iran and will prevent any ships from entering or leaving Iranian ports. He also claimed that the US will charge a "20% fee" for ensuring the safe passage of cargo ships, but the details and seriousness of this initiative remain unclear. Due to legal requirements that shipowners must be notified 24 hours in advance, the newly restarted maritime blockade has not yet taken effect. A US official stated that the US Central Command will announce the specific time later on Monday.
美銀調查顯示，由於日本財政和貨幣政策前景風險蓋過日本政府干預匯市的可能性，全球投資組合經理對日元的看空情緒升至約四年來最高水準。
美國銀行策略師 Ralf Preusser、Adarsh Sinha 等人在 7 月 10 日的報告中寫道：「投資者對日元匯率的看空程度達到 2022 年以來最高，推動這一觀點的主要因素是貨幣政策和財政政策風險。」美銀調查顯示，40% 的受訪交易員因日本財政及央行政策風險而看空日元，比例高於 6 月的 35%。由於美日利差收窄，10% 的受訪者看好日元，比例低於 6 月的 12%。
與此同時，美國商品期貨交易委員會 (CFTC) 數據顯示，截至 6 月底，投機性避險基金持有的日元淨空頭部位達到 2007 年以來最多。
Odaily星球日報訊 受美國與伊朗局勢升級影響，比特幣繼續承壓，價格一度逼近6.2萬美元，風險資產整體遭遇拋售壓力。數據顯示BTC/USD持續走低，JDK Analysis分析稱，比特幣當前價格走勢「非常疲弱」，大量空頭資金正在押注進一步下跌，6萬美元區域可能再次成為市場關注目標。
不過，如果出現新的現貨買盤並守住關鍵支撐位，大量空頭可能面臨反向擠壓。部分交易員仍保持看漲預期，其中交易員Roman認為當前RSI指標、成交量等多個技術指標顯示市場可能出現下跌動能衰竭，未來比特幣仍有機會反彈至7萬至7.5萬美元區間。
Odaily星球日報訊 谷歌正對 NVIDIA 發起 AI 晶片市場的競爭攻勢，試圖透過擴大自研張量處理單元（TPU）的商業化應用，爭奪輝達長期佔據主導地位的 AI 算力市場。
谷歌目前既是輝達 AI 伺服器晶片的重要客戶，同時也在開發能夠替代輝達 GPU 的自研 AI 晶片業務。此前，谷歌 TPU 幾乎全部部署在自有資料中心，僅透過 Google Cloud 向客戶提供租賃服務。
但今年以來，谷歌開始改變策略，計劃向新興雲端運算服務商（Neoclouds）出售 TPU 晶片。這些新型雲端服務企業主要專注於提供 AI 運算資源，是輝達 GPU 需求成長的重要客戶群體。
分析人士認為，谷歌此舉意味著 TPU 正從內部專用基礎設施轉向更廣泛的商業晶片平台。透過吸引 Neoclouds 採用 TPU，谷歌希望降低 AI 企業對輝達 GPU 生態系統的依賴，並擴大自身在 AI 基礎設施領域的話語權。
輝達目前憑藉 CUDA 軟體生態系統、高效能 GPU 以及龐大的開發者體系，主導 AI 晶片市場。隨著谷歌、Amazon、Microsoft 等大型科技公司持續推進自研 AI 晶片，AI 算力市場競爭正從單一 GPU 供應模式轉向多元化的晶片生態競爭。（The Information）
Odaily reported that crypto journalist Eleanor Terrett posted on platform X that Patrick Witt, Executive Director of the White House Cryptocurrency Council, stated that this week will be a "key week" for the advancement of the US "CLARITY Act." As the crypto industry prepares to commemorate the first anniversary of the "GENIUS Act" becoming law, the construction of the US digital asset regulatory framework has once again become a market focus.
Patrick Witt stated that US crypto policy is currently at an important stage. The advancement of the CLARITY Act will have a significant impact on the structure of the digital asset market, the division of regulatory responsibilities, and the future development direction of the industry.
Previously, the CLARITY Act was considered one of the important pieces of legislation for establishing comprehensive crypto market regulatory rules in the US, aiming to clarify digital asset classification, regulatory authority powers, and compliance requirements for market participants.
Market participants believe that if the bill makes substantial progress, it could further enhance regulatory certainty for the US crypto industry and influence the future layout of exchanges, stablecoin issuers, and blockchain companies.
Odaily News Market pricing shows that expectations for at least one Fed rate hike by September are almost fully priced in, and two rate hikes are fully priced in by the end of March next year. Earlier, Trump announced on social media that the US would reinstate the blockade of Iran and plans to impose a 20% fee on any goods passing through the Strait of Hormuz. (Jinshi)
Odaily Planet Daily News According to AXIOS: Sources say the US has not discussed with regional allies the possible imposition of transit fees for securing the Strait of Hormuz.
Odaily 星球日報訊 加密記者 Eleanor Terrett 在 X 平台發文表示，特朗普稱參議院應通過 CLARITY 法案以紀念參議員 Lindsey Graham，並稱這位已故南卡羅來納州共和黨人是該法案的重要支持者。
Odaily Planet Daily News Analyst Fiona posted on platform X, stating that given the recent semiconductor landscape, the upcoming earnings reports from TSMC and ASML this week are particularly important. TSMC's June revenue report released today shows a year-on-year revenue increase of 67.9%. FundaAI believes that TSMC's gross margins for the second and third quarters may exceed market expectations, with the Q2 gross margin expected to reach 68.4%. It is anticipated that TSMC's advanced process capacity expansion will accelerate significantly by 2027, partly due to the increase in ASML's EUV production capacity.
