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Odaily Planet Daily News According to data released on the 5th by the US-led Combined Maritime Information Center, from July 2 to July 4, a total of 70 commercial vessels were escorted by the US side through the Strait of Hormuz, lower than the pre-conflict daily average of 138. The announcement shows that the daily number of ships coordinated and escorted by the US side has continued to decline, with 33 ships on July 2, 29 ships on July 3, and 18 ships on July 4.
The Strait of Hormuz currently has two navigable channels: the southern channel near Oman and the northern channel controlled by Iran. The announcement assessed the threat level in the entire Strait of Hormuz area as "high" and stated that there is still a risk of naval mines in the waters, with related mine-sweeping surveys being carried out across the entire area. Interference with the Global Navigation Satellite System (GNSS) has become normalized across the region and will continue to pose a hazard to the safety of ship navigation.
Odaily星球日報訊 Citrini分析師jukan在X平台發文表示，根據Notebookcheck對ThinkBook 14 G9的新評測，中國PC製造商Lenovo首次開始出貨配備YMTC製造SSD的全球配置筆記型電腦。
Odaily Planet Daily News The prediction market industry, represented by Kalshi, is facing legal disputes in multiple US states and argued in intensive court hearings this week that state regulatory agencies should not have relevant jurisdiction. Related legal disputes continue to advance in Nevada and Michigan, with live debates underway in Minnesota, and the case may also be appealed to the US Supreme Court. Meanwhile, North Carolina is approaching the imposition of state taxes on prediction market revenue. (CoinDesk).
PPP 預測市場工具監測顯示，Polymarket 新上線「美國政府是否會取消對另一個主要 AI 模型的公開訪問權限？」，該事件概率暫報 33%。
結算規則為：如果美國聯邦政府在 2026 年底前通過相關立法、發布行政命令、實施出口管制，或者採取任何其他能夠實質性限制美國公眾訪問某一主要人工智慧模型的措施，那麼該市場的結果將定為「是」。否則，該市場的結果將定為「否」。所謂「符合條件的行動」，指的是美國政府所採取的正式措施，其效果相當於完全禁止公眾在美國境內訪問某一人工智慧模型。此外，結算規則強調，無論該行動的真正目的或名義上的目標是什麼；如果某項行動實際上導致公眾無法在美國境內訪問該模型，例如禁止將模型提供給外國公民或政府，只要普通公眾在美國境內的常規渠道中無法訪問該模型，那就符合資格要求。僅僅從某個單一渠道中排除對模型的訪問是不夠的。那些並非由美國政府任何正式行動導致的、屬於公眾通行權限的移除行為，是不符合資格的。
「主流人工智慧模型」指的是由以下公司之一開發的旗艦型、通用型大語言模型或多模態基礎模型：OpenAI、Anthropic、Google（包括 Google DeepMind）、Meta、xAI、Microsoft、Amazon、Mistral AI、DeepSeek、阿里巴巴、字節跳動、Moonshot AI 以及智譜 AI（Z.ai）。而那些針對特定任務的模型，或是已經過時、僅用於研究或預覽用途的模型，則不符合這一標準。
該行動可以針對單個模型或一組模型，只要至少有一款重要的 AI 模型因此而在美國範圍內被禁止公開訪問即可。只要暫時禁止公眾訪問某個模型，就符合這一條件。不過，如果某個行動已經實施或發布了相關決議，但在決議生效之日之前，公眾仍然可以訪問該模型，那麼這一行動就不算符合這一條件。
該市場的信息來源是美國政府和相關人工智慧公司的官方信息和公告。不過，也有可能參考一些可靠的報導來形成共識。
Odaily Seer 先知頻道持續關注預測市場，在定價之前，看見變化。
Odaily Planet Daily News According to on-chain analyst Yu Jin's monitoring, 1 hour ago, the Ethereum Foundation issued the 4th year grant funding of 2,469 stETH, worth $4.34 million, to the Ethereum non-profit development organization Argot.
In July last year, the Ethereum Foundation provided Argot with a 3-year operating fund grant of 7,000 ETH. After receiving it, Argot sold 4,826.6 ETH at an average price of $3,194, exchanging them for 15.417 million USDC. In July next year, the Ethereum Foundation will issue the final 5th year grant to Argot, amounting to 2,469 stETH.
Odaily星球日報訊 據 Onchain Lens 監測，某地址投入 436.76 美元買入 CZ，目前價值為 21.12 萬美元，收益達 490 倍，仍持有全部 320 萬枚 CZ。
Odaily星球日報訊 The Kobeissi Letter 在 X 平台援引彭博社消息發文表示，「美國科技公司承諾在未來數年內投入創紀錄的 8500 億美元用於數據中心租賃，同比增長 5700 億美元，增幅達 204%，環比增長 2000 億美元，增幅達 31%。
據悉，Meta 於 2026 年第一季新增承諾 790 億美元，環比增長 76%，總承諾額達約 1830 億美元。Microsoft（微軟）同期新增 410 億美元，環比增長 26%，總承諾額達約 1970 億美元。Oracle（甲骨文）以約 2500 億美元的總承諾額領先，其已為履行與 OpenAI 的合約鎖定了多個關鍵站點。」
Odaily星球日報訊 比特幣財庫公司 Strategy 創始人兼執行主席 Michael Saylor 再次發布比特幣 Tracker 相關信息，配文「Bitcoin is Digital Energy.」
根據此前規律，Strategy 通常在相關消息發布後的第二天揭露增持比特幣信息。
Odaily星球日報訊 據 Galaxy 研究主管監測，更多 Noah Doe 相關代幣出現鏈上轉移，這些代幣此前已休眠近 15 年，由 Noah Doe 認領的休眠代幣鏈上轉移速度正逐月加快。
Odaily Planet Daily News The Kobeissi Letter stated on platform X that the leverage level of Korean chip stocks is at an extremely high and out-of-control state. The total assets of leveraged and inverse ETFs tracking the single stock of SK hynix are approximately $19 billion, exceeding 4 times the stock's average daily trading volume of about $4.5 billion this year. The assets of Samsung-related leveraged ETFs are about $12.4 billion, 176% higher than its average daily trading volume of approximately $4.5 billion.
In addition, the 2x leveraged long SK hynix ETF listed in Hong Kong has assets of about $13 billion, roughly twice the average daily trading volume of SK hynix, marking the largest gap among all major stocks tracked by leveraged ETFs. By comparison, Micron (MU) leveraged ETF assets are about $9.9 billion, far below its average daily trading volume of about $27.5 billion; Tesla and Nvidia leveraged ETF assets are approximately $6 billion and $5.6 billion respectively, both significantly lower than their average daily trading volumes of about $23.6 billion and $28.8 billion.
Odaily星球日報訊 LinqAlpha 宣布完成 2200 萬美元 A 輪融資，AVP、Atinum Investment 及 GFT Ventures 領投，Mirae Asset Venture Investment、Hana Ventures 和 Shinhan Venture Investment 等參投。
截至目前，該公司融資總額達到 2860 萬美元。LinqAlpha 主要業務是為機構投資者提供 AI 市場情報平台，透過專用 AI 代理幫助投資團隊處理複雜市場資訊，新資金將用於加強市場數據集成，並拓展股票、宏觀、信用及多資產投資策略等應用場景。
Odaily星球日报讯 据Onchain Lens监测，麻吉大哥ETH 25倍多单仓位价值9000枚ETH，约1584万美元，未实现盈亏为盈利35.325万美元，ROE为55.74%；开仓价为1721.04美元，市场价格为1760.30美元，清算价为1731.95美元，标记价格较清算价高28.35美元。
1. 某交易員買入 BSC Meme 幣 CZ 不到兩日浮盈超 27 萬美元，收益達 357 倍；
2. 「白毛股神」Serenity：洩露文件顯示 Anthropic 或計劃在澳大利亞獲取 1.4GW 數據中心容量；
3. Michael Saylor：強共識是 Bitcoin 的免疫系統，協議變更需獲得壓倒性一致；
4. 韓國擬以芯片產業稅收紅利設立未來基金；
5. 陳茂波：全球超 70% 離岸人民幣支付與結算通過香港完成；
6. Coinbase 比特幣溢價指數連續 48 日處於負溢價，續創最長「連負」記錄；
7. Barstool Sports 創始人：在近 10 萬美元買入後將持有比特幣至 0 美元；
8. Darkfost：Memecoin 市值佔山寨幣總市值比例降至 3.7%，創近三年來新低。
