Odaily Planet Daily News: Yoon Seung-sik, head of Tiger Research, stated that the South Korean won stablecoin market currently has no real position. It is not a lack of potential, but rather that South Korea has yet to undergo sufficient market practices and discussions. Unlike the United States, which has experienced years of trial and error, regulation, and market evolution in the stablecoin space, relevant discussions in South Korea are just beginning. South Korea's financial infrastructure is already very complete, and the real challenge lies in answering "why consumers need to use won stablecoins."
Yoon Seung-sik believes that the core keywords for the digital asset industry in the first half of this year are stablecoins, tokenization, and RWA. Although AI Agents and DeFi have long-term potential, they are still far from large-scale implementation. In contrast, stablecoins and tokenization have accumulated a large number of global practical cases and are driving more institutions to accelerate their entry into the market. It is expected that in the second half of the year, the digital asset market will still focus on regulatory progress, the practical results of stablecoins and RWA, as well as new retail market narratives. (Etoday)
Odaily星球日報訊 「物理 AI 第一股」Momenta 完成上市登陸港股，此次 IPO 發行價為 295.6 港元/股，公開發售部分獲得 414 倍超額認購，開盤小幅上漲，市值一度超過 700 億港元，假設「綠鞋」（超額配股權）全額行使，此次全球發售約 2293 萬股，募集資金總額約 68 億港元。另據真格基金披露，Momenta 宣布量產業務搭載規模已突破 100 萬台。
1. 馬斯克：SpaceX AI 將於明天向公眾發布 Grok 4.5；
2. 美元/韓元遠期市場上出現與 SK 海力士 ADR 上市相關的美元拋售；
3. 早期 CASHCAT 買家 20 天獲利約 39 萬美元，將 86 美元變為 39 萬美元；
4. Cardano 生態借貸平台 Levvy 將於 7 月底停止營運；
5. Polymarket 集成 Spark，支援比特幣閃電網路即時充值；
6. Michael Saylor：若 Bitcoin 長期漲幅超過 3.3%，BTC 資本利得可無限期為 STRC 股息提供資金；
7. Santiment：比特幣和以太坊交易所供應量接近歷史低點；
8. Hyperliquid Labs 轉出 45.2 萬枚 HYPE，價值 3232 萬美元，疑透過 Flowdesk 出售；
9. 0xSun：已抄底 ANSEM 和 NEST，認為 Solana 仍是本輪鏈上行情發動機；
10. 川普：美國昨晚對伊朗實施強力打擊，因其曾向船隻發射火箭彈。
Odaily星球日報訊 BitcoinTreasuries.NET 在 X 平台發文表示，Cantor Fitzgerald 稱 Strategy 的首要任務是使 STRC 恢復面值，這是重啟其 BTC 購買引擎及強化資本結構的關鍵。
Cantor Fitzgerald 表示，當前是買入 STRC 或 MSTR 普通股的好時機，並重申對 MSTR 的買入評級，目標價為 212 美元。
According to Onchain Lens monitoring, a trader deposited approximately 999,200 USDC into Hyperliquid and opened a 4x leveraged long position on 49,040 CL tokens, valued at $3.63 million. The account had previously accumulated a total loss of $157,000 from its positions.
Odaily Planet Daily reports that Kazakhstan's President Tokayev has signed a decree aimed at developing the country's digital asset industry, with content including cryptocurrency tax exemptions, asset legalization, stablecoin payments, and gas-powered mining. (Cointelegraph)
Odaily星球日報訊 據 Onchain Lens 監測，FalconX (0x8F64...F025) 在過去 7 分鐘內從 Gate 提取 7.392 萬枚 HYPE，價值 503 萬美元。
Odaily 星球日報訊 Bitget 宣布其股票代幣（rToken）產品上線一個月，管理資產規模（AUM）突破 1 億美元。截至 7 月 6 日，參與相關資產交易的用戶數突破 10 萬，累計交易量達 6.7137 億美元。
從資產分布來看，rSPCX 為當前 TVL 最高的 rToken，佔比 23.51%；rCSCO、rNVDA 分別以 17.75% 和 13.38% 位列其後。整體排名顯示，早期 rToken 需求主要由高關注度私募市場資產及科技相關標的帶動，其中 AI 基礎設施資產成為重要的需求集群，涵蓋網路、晶片、儲存及半導體等方向。
據悉，以字母 r + 股票代碼（如輝達為 rNVDA）為標識的 rToken，由 Bitget 旗下持牌 RWA 協議 Reality 發行，並通過與合規券商 Alpaca 合作，直接連接納斯達克、紐交所等全球流動性池。其特點包括：底層資產 1:1 儲備並由持牌託管機構託管、股票股息以代幣形式 1:1 派發、支持拆合股等公司行為同步映射，且持倉可作為統一帳戶及 U 本位合約的聯合保證金，讓用戶在持有全球股票資產的同時，仍能靈活管理資金。
Odaily星球日報訊 鏈上調查員 ZachXBT 發文表示，LAB 代幣過去 24 小時內已從 14 美元跌至不足 2 美元，跌幅約 85%，完全稀釋估值（FDV）由約 140 億美元大幅縮水。
ZachXBT 稱，對幣安、Bitget 及 Gate 未能提前採取措施防止價格操縱感到失望，並表示若中心化交易所真正重視用戶利益，至少應將涉嫌操縱市場帳戶的獲利返還給用戶。
其還指出，LAB 投資者原定於本月晚些時候開始解鎖代幣，但此前已多次修改歸屬安排，內部人士長期控制幾乎全部流通盤，並通過做市商在中心化交易所實施極端價格操縱，因此「不建議在任何情況下交易 LAB」。
Odaily News Following the Islamic Revolutionary Guard Corps’ announcement of strikes against 85 US military facilities in the region, a senior Iranian lawmaker stated that the United States must "acknowledge the new governance system in the Strait of Hormuz." According to official media reports, Ebrahim Azizi, Chairman of the Iranian Parliament's National Security and Foreign Policy Committee, made these remarks on social media, commenting on what the Revolutionary Guard described as an "initial response" to US acts of aggression. He said: "There is no other way: the new Iranian regime in the Strait of Hormuz must be recognized."
Odaily星球日报讯 Michael Saylor 在 X 平台发文表示，BTC 是数字资本，STRC 是数字信用，MSTR 是数字股权。不同投资者适用不同工具，同一个 Bitcoin 策略。
According to data from MSX.COM, cryptocurrency-related stocks are declining in pre-market trading, following Bitcoin's drop of over 2%. COINBASE GLOBAL is down 3.5%, BIT DIGITAL is down 3.6%, and STRATEGY is down 4.1%. RIOT PLATFORMS is down 4.4%, HUT 8 CORP is down 4.9%, and MARA HOLDINGS is down 3.5%.
According to Odaily, data from MSX.COM shows that US chip stocks fell broadly in pre-market trading, with Arm (ARM.O) down 3.8%, Sandisk (SNDK.O) down 6.3%, and Qualcomm (QCOM.O) down 2.2%. Nvidia (NVDA.O) fell 1.9%, Micron Technology (MU.O) fell 5%, AMD (AMD.O) fell 2.5%, and Intel (INTC.O) fell approximately 5%.
Odaily Planet Daily reported that Apple will increase its collaboration spending with Broadcom, with the agreement expected to exceed $30 billion and produce over 15 billion U.S.-made chips. (Cailianshe)
Odaily News: Market sources indicate that Trump-backed AI financial company is in talks to sell its core business.
