Odaily星球日報訊 高盛預計，若 60 天談判持續且伊朗石油豁免得以恢復，波斯灣石油流量將在 7 月底前恢復，屆時荷姆茲海峽需每日增加 660 萬桶的輸送量。若談判破裂且油輪遇襲升級，同時美國可能對伊朗石油實施封鎖，波斯灣流量可能進一步下降。(金十)
Odaily星球日報訊 美國白宮正為可能與伊朗在荷莫茲海峽展開持續數日甚至數週的交火做準備。一位美國官員透露，目前的局勢升溫可能會持續一兩天、一週或一個月，這取決於伊朗是否繼續襲擊荷莫茲海峽的商船。「我們要給他們一點教訓，讓他們知道我們不是好惹的，」這位美國官員稱。目前外交陷入停滯，軍事壓力重新成為川普戰略的核心。美國官員表示，白宮認為有更大的升級空間，因近幾週已有數百艘油輪通過海峽駛離海灣，這緩解了政府內部對再次衝突將立即引發油價大幅飆升的擔憂。（AXIOS）
Odaily Planet Daily News According to Onchain Lens monitoring, a whale deposited 4.51 million USDC into Hyperliquid 12 hours ago, and its single position currently has a profit of $981,300. The wallet holds a 2x leveraged long position of 21,200 SKHX, worth $30.9 million; the cumulative profit and loss over the past month is a profit of $3.62 million, with a win rate of 60%, and it only trades XYZ stock perpetual contracts.
Odaily Planet Daily News: A U.S. official revealed that the duration and severity of the new round of U.S. actions depend entirely on Tehran’s next move. The current escalation could last a day or two, or it could last a week or a month, depending on whether Iran continues to attack commercial vessels in the Strait of Hormuz. (AXIOS)
Odaily星球日報訊 根據最新披露的 Form 4 文件，商業太空公司 Rocket Lab（RKLB）的創始人兼 CEO Peter Beck 在本輪賣股窗口中合計售出 3,275,779 股，均價 87.43 美元，總計套現 2.86 億美元。
Peter Beck 此前已預告過本次股票出售。今年 3 月，Rocket Lab 曾宣布 Peter Beck 計劃透過高盛出售最多 500 萬股公司普通股，出售窗口最早可於 2026 年 6 月底開始，最晚將於 2026 年 7 月 8 日關閉，官宣當日 RKLB 的股價為 60.9 美元。
Odaily Planet Daily News: The U.S. Department of Justice has issued a warning to internal staff, stating that Binance may reduce the level of cooperation in cryptocurrency-related cases in the future.
In response, Binance stated that the relevant reports are not true, and the company's cooperation with law enforcement agencies has not changed and will not change. (Cointelegraph)
Odaily星球日報訊 韓國監管機構宣布，Mirae Asset Consulting 獲准收購韓國加密貨幣交易所 Korbit 92.06% 股權，交易金額約為 1334 億韓元，約合 9800 萬美元。此交易為韓國傳統金融集團首次完成對虛擬資產交易所的收購。韓國加密貨幣交易所 2025 年市場份額數據顯示，Upbit 佔比約 69%，Bithumb 約 28%，Coinone 約 2%，Korbit 約 0.5%，Gopax 約 0.1%。
Odaily星球日报讯 美国联邦法院拒绝在 7 月 1 日生效日前暂停田纳西州加密货币 ATM 禁令，Public Chapter 766 在 CoinFlip 和 Private IT Corporation 提出的宪法诉讼继续期间仍可执行。该法律规定，在田纳西州故意安装、允许放置、放置或运营虚拟货币自助终端属于 A 级轻罪。田纳西州总检察长 Jonathan Skrmetti 表示，加密货币 ATM 是诈骗者针对易受影响田纳西州居民的工具，且很少用于接近合法目的的用途。CoinFlip 在美国 48 个州及多个国家运营超 5500 台比特币 ATM，Private IT Corporation 是在田纳西州禁令威胁其本地业务后加入诉讼的小型运营商。
1. He Yi: If you recognize CZ or me, you can directly buy BNB; there is no need to look for clues or make donations;
2. BNB Chain plans to launch a new Layer 1 blockchain, expected to go live on mainnet in 2027;
3. Google updates Chrome Web Store policy: bans prediction market-type extensions;
4. Crypto venture capital firm Paradigm raises $1.2 billion, betting on the intersection of AI and crypto;
5. Bitwise CIO: The crypto industry may become part of the next generation of economic rulemaking;
6. Opinion: South Korea has yet to truly enter the stablecoin arena; it needs to first answer why they are worth using;
7. Justin Sun's Ethereum staking on Lido reaches $430 million, with annualized returns of approximately $9.5 million;
8. Zapper will fully shut down on August 3, with its website, mobile app, and API services going offline;
9. Bernstein: The storage bull market can last until 2027, but the phase of rapid price increases has ended;
10. Morgan Stanley reiterates its "overweight" rating on RKLB, raising its bull-case target price to $293;
11. Serenity: Blue Origin seeks a $130 billion valuation in its financing round, which could positively impact the commercial aerospace sector.
Odaily Planet Daily reported that Bank of Korea Governor Shin Hyun-song stated that interest rates need to be raised at an appropriate time.
Odaily星球日报讯 一名用户在以太坊上签署钓鱼代币授权后，损失约999,999枚USDT。攻击者首次尝试提取100万美元失败，因金额比钱包余额多631美元，36秒后重新计算并成功提取全部剩余余额。Scam Sniffer提醒用户核对所有签名请求，切勿匆忙签署交易。
Odaily星球日報訊 根據 MSX.COM 數據，美股收盤，道指收跌 1.09%，標普 500 指數收跌 0.28%，納指收漲 0.2%，VIX 恐慌指數收漲 4.77%。AI 概念股普遍上漲，Arista Networks 漲 8.76%，CoreWeave 漲 7.75%，超微電腦 漲 7.31%，百度 漲 4.93%，Broadcom 漲 4.83%。 據悉，MSX 是一家頭部 RWA 交易平台，累計已上線數百種 RWA 代幣，涵蓋 NVDA、GOOGL、MSFT、AMZN、META、TSM、AMD 等熱門美股及 ETF 代幣標的。
Odaily Planet Daily News Russia's largest private bank, Alfa-Bank, announced plans to become a digital custodian and offer cryptocurrency-related services to its own customers and other legal entities. Alfa-Bank's Chief Operating Officer Dmitry Vitman stated that the bank aims to create investment tools based on open blockchains to attract foreign investors and develop its own products and tools capable of competing in the international market. He expects that retail brokerage services involving Russian and foreign infrastructure may emerge in Russia between late 2026 and early 2027 after the government's cryptocurrency regulatory bill takes effect, but large-scale liquidity is not expected until at least the end of 2027. A digital custodian is a regulated entity responsible under Russian law for monitoring all client cryptocurrency transactions and freezing transfers to addresses not approved by the state.
Odaily星球日报讯 哈萨克斯坦总统托卡耶夫签署关于「刺激和发展数字资产行业措施」的总统令，拟允许企业及政府机构使用稳定币开展跨境支付。
该法令表示，研究加密资产支付机制将为哈萨克斯坦拓展新的进出口业务渠道。同时，计划对通过国家监管基础设施进行加密交易的个人免除个人所得税，并鼓励用户将此前存放于海外非监管平台的数字资产转移至本国服务商平台。
此外，法令限制使用伴生天然气进行加密挖矿，规定仅在该资源「不用于保障国家需求」的情况下，方可用于数字资产开采。该法令由哈萨克斯坦人工智能和数字发展部、央行及阿斯塔纳国际金融中心共同起草。（Bits.media）
