Odaily Planet Daily News: Trump stated that the impact of strikes against Iran will cause oil prices to rise “slightly.” When asked about the effect of U.S. strikes on Iran over the past day, Trump said: “Every time we hit (Iran), oil prices go up a little bit, about $2.” When a reporter asked whether a new round of conflict between the U.S. and Iran could lead to a rise in oil prices, he agreed and insisted that the increase would be limited to $2. (Jinshi Data)

Odaily reports, according to Gate data, Brent crude oil rose 5% intraday, now at $79.60 per barrel. WTI crude oil is currently up 4.75%. Iranian media reported that Iran will close the Strait of Hormuz if it faces any new attacks.

Odaily星球日報訊 美國至 7 月 3 日當周 EIA 戰略石油儲備庫存 -616.6 萬桶，前值-553.6 萬桶。

美國至 7 月 3 日當周 EIA 原油庫存 299.8 萬桶，預期-237.1 萬桶，前值-377.5 萬桶。

美國至 7 月 3 日當周 EIA 俄克拉荷馬州庫欣原油庫存 -5.2 萬桶，前值 70.9 萬桶。（金十）

Odaily Planet Daily News: U.S. President Trump stated that he may take actions that could potentially raise oil prices. Insiders previously indicated that Iran will not back down regarding the management of the Strait of Hormuz. (Jinshi)

Odaily星球日报訊 據 Gate 數據，WTI 原油日內大漲 4.00%，現報 74.90 美元/桶。布倫特原油站上 79 美元/桶，日內漲 4.21%。

國內原油系期貨主力合約持續走高，SC 原油主力合約漲超 6%，現報 483.6 元/桶；低硫燃料油（LU）漲超 5%，現報 4118 元/噸；燃料油主力合約漲近 6%，現報 3207 元/噸。

Odaily星球日報訊 Adam Back 旗下比特幣財庫公司 BSTR 與 Cantor Equity Partners I（CEPO）於 2026 年 7 月 8 日宣布，雙方將不再按照 2025 年 7 月簽訂的原始合併協議推進交易，轉而就新條款展開重新談判，以更佳反映當前市場環境。與此同時，原始合併協議中附帶的私募融資（PIPE）安排也將不再作為交易完成的前提條件。

CEPO 原定於 7 月 10 日舉行的股東大會已被無限期推遲，此前提交的所有贖回申請將予以取消，相關股份將退還給投資者。BSTR 最初計劃透過此次 SPAC 合併上市，屆時資產負債表上將持有逾 3 萬枚比特幣，並擬透過 PIPE 融資最多 15 億美元用於增持比特幣。（CoinDesk）

Odaily星球日報訊 Sharplink 在 X 平台發文披露，本週獲得 449 枚 ETH 質押獎勵，迄今累計質押收益達 22,991 枚 ETH。

Odaily星球日報訊 美銀證券最新發布半導體產業報告指出，近期半導體類股回調屬於市場正常修正，而非 AI 需求轉弱的訊號。歷史經驗顯示，半導體類股在夏季經常出現整理，待市場完成獲利了結與估值修正後，秋季往往迎來新一波反彈行情。

報告預估，到 2027 年，全球雲端運算及 AI 基礎建設資本支出將逼近 1.5 兆美元，較目前水準增長約 40%至 50%。在記憶體晶片方面，該行認為，隨著 HBM、DDR5 及企業級儲存需求持續擴大，加上 AI 伺服器持續拉動 DRAM 及 NAND Flash 需求，記憶體產業仍將是 AI 投資浪潮的重要受惠者，估值修復空間依然明確。該行重申對美光的「買入」評級，並維持目標價 1550 美元，認為公司仍是目前記憶體產業中最具吸引力的投資標的。

Odaily Planet Daily News According to Iran's Tasnim News Agency, the Iranian side stated that Trump has officially declared the Islamabad Memorandum dead. Therefore, it is logically and rationally wrong for Iran to continue maintaining a memorandum that Trump himself has officially pronounced dead. Iran should deliver a clear response to Trump. This memorandum was pursued with great effort by Iranian negotiators, but we were clear from the outset that the Americans would not implement any agreement, especially when Iran insists on its own rights. This memorandum was stillborn from the very beginning due to American betrayal, and last night merely announced its official death. (Golden Ten)

PPP 預測市場工具監測顯示，Polymarket 上「WTI 原油將在 2026 年 7 月升至 80 美元」機率已達 47%，24 小時上漲 28%。

川普今日表示可能會對伊朗實施大規模攻擊，隨著美國與伊朗之間為期 60 天的停火協議岌岌可危，荷莫茲海峽的油輪通行已「基本停滯」。Kpler 高級石油分析師納文·達斯表示，自美國和伊朗於 6 月 17 日達成 60 天停火協議以來，日均通過的油輪數量約為 32 艘。這一數字幾乎是衝突爆發（2 月）至 6 月 17 日協議達成期間日均通行量的三倍，儘管仍遠低於戰前水準。

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Odaily星球日報訊 專注於加密領域的風險投資機構 Paradigm 已籌集約 12 億美元資金，計劃加大對人工智能（AI）相關項目的投資佈局。

據知情人士透露，此次募資將重點關注 AI 基礎設施、智能代理（AI Agents）以及 AI 與區塊鏈技術融合方向。Paradigm 希望透過新基金捕捉下一輪技術創新浪潮，並擴大其在新興科技領域的投資版圖。

Paradigm 成立於 2018 年，由 Matt Huang 和 Fred Ehrsam 共同創立，是業內領先的加密風險投資機構之一，曾投資包括 Coinbase、Uniswap 等多個區塊鏈項目。

此次募資顯示，在經歷此前市場週期調整後，加密資本正在重新關注 AI 與區塊鏈交叉領域。隨著 AI 代理、去中心化計算、鏈上數據基礎設施等方向快速發展，越來越多加密投資機構開始將 AI 視為下一階段的重要增長機會。（Bloomberg）

Odaily reports, according to Lookonchain monitoring, US Bitcoin ETFs saw a net inflow of 197 BTC today, with a 7-day net inflow of 1,244 BTC; Ethereum ETFs recorded a net inflow of 12,193 ETH, with a 7-day net inflow of 52,319 ETH.

Odaily星球日報訊 隨著美國與伊朗之間為期 60 天的停火協議岌岌可危，霍爾木茲海峽的油輪通行已「基本停滯」。研究機構 Rystad 地緣政治分析主管豪爾赫·萊昂在週三的一份報告中寫道：「今天到目前為止，通行似乎已完全中斷。」他補充說，這種「基本停滯」的狀態「比華盛頓或德黑蘭發表的任何聲明，更能反映出當前的風險預期。」根據 Kpler 的數據，今天迄今為止，僅有四艘油輪通過了該海峽。

Kpler 高級石油分析師納文·達斯表示，自美國和伊朗於 6 月 17 日達成 60 天停火協議以來，日均通過的油輪數量約為 32 艘。這一數字幾乎是衝突爆發（2 月）至 6 月 17 日協議達成期間日均通行量的三倍，儘管仍遠低於戰前水平。（CNN）

Odaily Planet Daily News: Iran's Supreme Leader Advisor stated that the responsibility for the verbal acknowledgment of the nullification of the Memorandum of Understanding lies with U.S. President Trump, and that U.S. actions will push the Middle East into a sea of fire. (Jinshi)

Odaily Planet Daily News: The Nasdaq-listed Solana treasury company DeFi Development Corp. (DFDV) announced that it will no longer be responsible for the daily ecological operations and management of its Meme coin DONT. The ecological leadership will be transferred to an independent team led by Daniel Reis-Faria, which will focus on the development of the DONT ecosystem, community building, partnership expansion, and liquidity enhancement. DFDV added that it will continue to hold its DONT treasury allocation, which currently accounts for approximately 31.6% of the total DONT supply, and will hold it long-term in accordance with the project's initial commitment.

According to Odaily, U.S. President Trump said during the NATO summit: "Iran asked me not to launch attacks on them during Khamenei's funeral, and we agreed. But then they attacked three ships from Saudi Arabia and Qatar. To be honest, we could have killed all of Iran's leaders during Khamenei's funeral, and Defense Secretary Hegseth also expressed approval for this idea." (Source: Jinshi)