Odaily Planet Daily reports that Google has updated its Chrome Web Store developer policy, explicitly prohibiting prediction markets as a product category. Under the new regulations, any Chrome extension that facilitates or supports real-money transactions based on predicted outcomes will not be allowed for publication on the Chrome Web Store. This update also strengthens requirements for user data collection transparency and privacy protection. The new policy will take effect on August 1, 2026.
Odaily Planet Daily News: French President Macron stated that, to his understanding, discussions between the US and Iran regarding ending the conflict will continue, with technical teams continuing their work in Greenland. He does not believe the US will occupy Greenland. (Jin Shi)
Odaily星球日報訊 「白毛股神」Serenity 在 X 平台發文表示，Blue Origin 正在尋求融資 100 億美元，公司估值目標約 1300 億美元，如果本次融資以這一估值完成，將為商業航天行業提供新的估值錨定，有望利好包括 RKLB、ASTS 在內的其他航天相關企業。倘若 SpaceX 和 Blue Origin 等頭部公司能夠獲得如此高的市場估值，投資者可能會重新評估整個太空經濟產業鏈公司的長期價值。
Odaily Planet Daily News The International Monetary Fund (IMF) released an update to its World Economic Outlook report on the 8th, lowering its global economic growth forecast for 2026 by 0.1 percentage points to 3%, and raising its economic growth forecast for China by 0.2 percentage points to 4.6%. The report also lowered its growth forecast for advanced economies by 0.1 percentage points to 1.7%, and lowered its growth forecast for emerging markets and developing economies by 0.1 percentage points to 3.8%. (Xinhua News Agency)
According to Gate data from Odaily, oil prices rose sharply by $0.6 in the short term, with WTI crude currently at $73.71 per barrel and Brent crude at $77.81 per barrel.
Previously, Trump stated that he might strike Iran again tonight, adding that the strike is not about regime change but about nuclear weapons.
Odaily Planet Daily reports that U.S. President Trump said another strike against Iran is possible tonight. (Jinshi)
Odaily星球日報訊 據市場消息：英特爾確認上調了部分消費級和服務器 CPU 價格，理由是供應鏈成本上升和需求超過供應。消費級處理器漲幅在 30 至 50 美元之間，數據中心級產品漲幅高達數百甚至上千美元。
投行 Wedbush 認為，英特爾仍有能力在不影響市場需求的情況下實施漲價。Wedbush 分析師馬特·布賴森在一份發給客戶的報告中寫道：「鑑於服務器 CPU 供應持續短缺，我們認為英特爾仍有上調價格的空間，而不會對需求造成影響。」
Odaily星球日報訊 據 Onchain Lens 監測，Abraxas Capital 從多家 CEX 提取總計約 3,931 枚 XAUT，價值約合 1,596 萬美元。
According to monitoring by Arkham Intelligence, SpaceX has recently conducted its first Bitcoin wallet activity in about six months. However, this transfer was extremely small in scale, and no BTC has flowed into any exchange addresses, indicating that the company is not selling Bitcoin.
Data shows that SpaceX-related wallets made a total of three transfers. The largest transfer was 0.00213 BTC, worth approximately $135; another transfer was for 0.00139 BTC, worth about $89. Additionally, Coinbase Prime's custody service replenished 0.000738 BTC (worth about $47) to a SpaceX address, which is suspected to be a payment for on-chain transaction fees.
Currently, SpaceX still holds approximately 18,712 BTC, with a total value of about $1.16 billion. Analysts believe that such small transfers are usually wallet maintenance operations, such as replenishing gas fees, consolidating address funds, or testing signature processes, and are not typical asset selling behavior.
SpaceX completed its IPO on June 12, becoming one of the largest IPOs in history, and for the first time disclosed its Bitcoin holdings in a public filing. Previously, Arkham Intelligence could only trace about 8,285 BTC belonging to SpaceX, while the company's disclosed holdings of 18,712 BTC are more than double the amount previously identified on-chain. According to the disclosed information, SpaceX's total purchase cost for its Bitcoin holdings was approximately $661 million, with an average cost of about $35,000 per BTC.
About six to seven months ago, SpaceX wallets conducted a larger-scale transfer. At that time, the company moved approximately 1,000 BTC in batches between its own wallets and Coinbase Prime custody addresses, but again did not send the funds to any exchange.
Currently, Elon Musk's companies, SpaceX and Tesla, hold a combined total of over 30,000 BTC. The market generally believes that only if SpaceX transfers Bitcoin to known exchange deposit addresses in the future would it be a significant signal of adjusting its BTC treasury strategy or a potential sale. (CoinDesk)
Odaily星球日報訊 鏈上偵探 ZachXBT 發布核查資訊，加密交易所 AscendEX 已正式宣布停止營運，平台現有流動資產幾乎無法覆蓋用戶提現需求。平台公告稱關停主要受市場環境與歐盟 MiCA 監管政策影響，7 月 1 日起全面關閉開戶、交易、充值等全部業務，僅開放帳戶查詢、提現等基礎功能；7 月 6 日後所有提現通道關閉自動處理，全部轉為人工審核，官方坦言提款可能大幅延遲甚至無法處理。
ZachXBT 核查發現用戶待兌付索賠金額達數百萬美元，但平台熱錢包可用流動資產嚴重不足。目前 AscendEX 正在評估自身財務與用戶資產處置方案，後續處置安排另行公示。
Odaily Planet Daily News: Japan's corporate bond issuance and purchasing platform operator, Siiibo Securities, announced its plan to change its name to "Kabushiki-gaisha Metaplanet Securities Inc." effective July 13, 2026, and officially join the Metaplanet Group.
Siiibo Securities stated that the name change is subject to approval at an extraordinary general meeting of shareholders. Previously operating with the mission of "creating free, transparent, and fair direct finance," the company runs an online private bond issuance and purchasing platform for emerging enterprises and individual investors, holding a Type I Financial Instruments Business license in Japan.
By joining the Metaplanet Group, Siiibo will further expand its business direction in the future. It plans to leverage its parent company's experience in Bitcoin (BTC) asset management to develop and offer BTC-based financial products to individual investors, thereby creating a "BTC × Finance" platform.
Established in 2019, Siiibo Securities currently operates an online securities platform focused on corporate bonds, providing private bond issuance and investment services. The platform already covers approximately 40 companies and over 100 bond products. After joining the Metaplanet Group, it will no longer be limited to the Venture Debt field, but will explore more innovative yield-generating products designed to meet investors' income needs.
Odaily News: The German Foreign Minister stated that the time has come for real negotiations between Iran and the United States, calling on both countries to de-escalate. Germany, along with other nations led by France and the United Kingdom, is ready to participate in mine-clearing operations in the Strait of Hormuz. Global oil inventories are not at a dangerous stage, and a suitable environment must be provided for mine clearance in the Strait of Hormuz. We need to reach an agreement with Iran and Oman. (Golden Ten)
Odaily Planet Daily News US stock pre-market highlights are as follows:
1. All three major US stock index futures fell. Dow Jones futures fell 0.86%, S&P 500 futures fell 0.61%, and Nasdaq 100 futures fell 0.86%.
2. International oil prices surged. WTI crude oil futures rose 4.73% to $73.770/barrel; Brent crude oil futures rose 4.80% to $77.721/barrel. On the news front, Trump stated that the US-Iran memorandum of understanding was "terminated".
3. International gold and silver spot prices collectively fell. Spot gold fell 0.82% to $4,072.07/ounce; spot silver fell 2.37% to $58.53/ounce.
4. The three major European stock indices all declined. The UK FTSE 100 fell 1.04%, the French CAC40 fell 1.73%, and the German DAX30 fell 1.82%.
5. Apple plans to purchase over $30 billion worth of US-made chips from Broadcom over the next five years, driving the production of over 15 billion domestic chips.
6. Amazon is secretly developing a high-cost Alexa project called "MOONRAKER", with GPU spending expected to exceed $100 million in 2026.
7. Nvidia's market cap evaporated $1 trillion in less than two months, with a P/E ratio of 18 times for expected earnings over the next 12 months, bringing valuations back to pre-AI boom levels.
8. Samsung Electronics has begun mass production of the advanced SSD PM1763 for Nvidia's Vera Rubin platform. This storage device can reduce data latency for advanced processors and AI accelerators.
9. Cathie Wood's ARK fund has made significant adjustments to its portfolio, increasing its stake in SpaceX and reducing its position in AMD.
10. Jeff Bezos' commercial space company Blue Origin is raising $10 billion at a pre-money valuation of $130 billion.
11. The Federal Reserve will release the minutes of its June meeting at 2:00 AM Beijing time tomorrow. The market is focused on signals from Warsh's first meeting minutes.
Odaily星球日報訊 韓國央行法律團隊發布《針對穩定幣的外國匯款交易法監管方案》研究論文，提出大額穩定幣交易監管建議。論文參考韓國現行外匯管理條例，針對個人之間金額超過1萬美元的穩定幣轉帳作出約束構想，要求此類交易僅能在官方認證錢包之間進行，同時配套事前申報機制。
機構坦言全面管控未註冊錢包存在技術障礙，但出於反洗錢合規要求，必須對大額跨境穩定幣資金流動加強限制。韓國監管部門此前已多次提出，需完善非託管錢包跨境加密資產交易的監測體系，本次論文進一步落地細化管控思路。（DigitalAsset）
Odaily星球日报訊 知名投資人、GMO 聯合創始人兼首席投資策略師 Jeremy Grantham 表示，未來 50 年市場可能會以「嘲笑」的方式回顧 SpaceX 上市事件，並稱其為「人類歷史上最瘋狂的 IPO」。
Grantham 認為，SpaceX 關於「讓人類成為多星球物種」的宏大願景，以及市場當前對公司的高度追捧，未來可能被投資者視為過度樂觀。他表示：「每個人都在排隊告訴你購買人類歷史上最瘋狂的 IPO，50 年後，人們會引用招股書中的段落，然後對此發笑。」
SpaceX 登陸 Nasdaq-100 後，雖然獲得大量機構關注，但股價近期表現承壓。目前 SpaceX 股價較近一個月高點下跌約 7%，徘徊在 150 美元附近，僅略高於上市目標價 135 美元。
華爾街機構對 SpaceX 未來估值存在分歧。Morgan Stanley 據報導給予其 300 美元目標價，而 Goldman Sachs 分析師則預計目標價約 205 美元。JPMorgan Chase 則認為，Elon Musk 提出的 2031 年實現 1 兆美元收入目標「理論上可實現」，但需要極強執行能力。
Grantham 同時指出，SpaceX 最大的風險之一在於公司高度依賴馬斯克個人領導力。他認為，馬斯克擁有約 82% 的投票控制權，這既是 SpaceX 文化和創新能力的重要驅動力，也帶來了治理結構和領導層變動風險。
不過，Grantham 也承認，SpaceX 被納入那斯達克指數可能帶來額外買盤壓力。他表示，由於大量追蹤那斯達克指數的資金被迫配置 SpaceX 股票，市場需求可能超過供應，從而推動股價上漲。
但他認為，長期來看，SpaceX 仍面臨巨大挑戰。如果公司估值邏輯最終成立，未來世界可能會因人工智慧和自動化技術的發展而發生劇烈變化；而如果無法兌現預期，這場 IPO 也將成為金融歷史上的標誌性事件。（Fortune）
