Odaily星球日報訊 據 Onchain Lens 監測，Circle 剛剛在 Solana 鏈上鑄造了 2.8 億枚 USDC，今年到目前為止在 Solana 鏈上已鑄造了 645.3 億枚 USDC。
Odaily Odaily reported, according to four officials familiar with the meeting details, during the final stages of negotiations, when Iran's Supreme Leader Mojtaba Khamenei hesitated to approve the preliminary ceasefire agreement, Iranian President Pezeshkian visited him. The Iranian President told the Supreme Leader that the economic situation was severe, the US maritime blockade was strangling Iran, and if he rejected the agreement, he would resign. Additionally, the Governor of the Central Bank of Iran, Abdolnaser Hemmati, also wrote to Khamenei, stating that the country faced a serious budget crisis and that if the maritime blockade continued, critical food and medical supplies would be exhausted by the end of August.
In his letter, Hemmati explained that it was impossible for Iran to sell oil at the required scale and find alternative trade routes. These statements played a key role in Mojtaba's final decision to support the agreement. In a brief public statement, he said that although he "in principle" opposed the agreement, if the President obtained the support of the Supreme National Security Council, he would instruct the President to proceed. Pezeshkian stated that the committee passed the agreement by a vote of 12 in favor out of 13. (Jin Shi)
Odaily Planet Daily News Tesla will restrict employee spending on artificial intelligence tools starting from the 6th of this month. Similar measures have also been adopted by several other US technology companies. According to reports, Tesla has sent an internal memo to employees, announcing that starting July 6, each employee's weekly spending on AI tools will be capped at $200, and any excess must be approved by a supervisor. However, Tesla employees' use of Musk's xAI's Grok model will not count towards the $200 limit. It is understood that Grok has relatively low acceptance among Tesla employees, with most still choosing to use Anthropic's Claude. (CCTV Finance)
Odaily 星球日報訊 AI 資料中心 Crusoe Energy Systems 正在洽談新一輪約 30 億美元融資，本輪融資完成後公司估值有望較上一輪實現約三倍增長，進入約 300 億美元區間。
Crusoe 成立於 2018 年，最初以加密相關業務起家，後轉型為 AI 基礎設施與資料中心服務提供商，目前被歸類為「neocloud」新型雲端運算企業之一，專注為生成式 AI 提供算力支援。該公司已與包括 Meta 和 Oracle 在內的科技巨頭簽署算力供應合約，隨著 AI 基礎設施建設需求激增，其算力業務規模持續擴張。
此前公開資訊顯示，Crusoe 去年完成約 13.8 億美元融資，估值超過 100 億美元。本輪融資若順利完成，將成為 AI 基礎設施領域又一筆超大規模資本動作。
市場人士預計，本輪融資最終估值可能落在約 300 億美元水平，但目前交易仍在進行中，尚未最終確定。（路透社）
Odaily星球日報訊 數位銀行及金融科技平台 Revolut 通知部分用戶，將在 2026 年 8 月 31 日後正式下架美元穩定幣 Tether (USDT)，並將用戶剩餘持倉自動按當日匯率轉換為其基礎法幣。
根據官方通知，Revolut 將自 7 月 6 日起停止 USDT 購買服務，並在 7 月 30 日後暫停 USDT 充值，屆時任何轉入的 USDT 將被直接拒收。
若用戶在 8 月底前未自行賣出或提現 USDT，其持倉將被系統自動兌換為帳戶基礎貨幣。公司方面將此次調整歸因於「監管與風險相關考量」，但未明確具體觸發的監管框架。
該舉措反映出金融科技平台在全球穩定幣監管環境變化下，正持續收緊相關資產接入範圍。此前，包括 Coinbase 等交易平台已在歐洲市場對 USDT 進行下架，以配合歐盟 MiCA 監管框架。
目前 Revolut 尚未明確該政策是否適用於所有地區，但公司已獲得歐盟加密資產服務提供商（CASP）牌照，顯示其正在強化合規導向的產品結構調整。（Cointelegraph）
Odaily reported that the UK Financial Conduct Authority (FCA) officially published its crypto asset regulatory framework this week, widely regarded by the industry as an internationalized approach emphasizing "global liquidity access." However, its implementation still faces significant compliance and approval challenges.
Under the new rules, the FCA allows overseas trading platforms to serve UK users through locally authorized branches and can connect to global trading infrastructure, thereby avoiding the formation of a closed domestic liquidity pool. Meanwhile, stablecoins not issued in the UK can also circulate in the British market, a stance considered distinctly different from the regional isolation model of the EU's Markets in Crypto-Assets Regulation (MiCA). The "Qualified Crypto Asset Trading Platform" (QCATP) mechanism within the new regulations is seen as a key structure linking global exchanges with the UK market, potentially improving price efficiency and market depth. However, industry insiders point out that the FCA has not yet clarified which jurisdictions are deemed to have "comparable regulatory protections," and this uncertainty could affect corporate decision-making on deployment.
Additionally, rules related to Decentralized Finance (DeFi) remain not fully clarified. Some practitioners worry that early proposals might restrict centralized platforms from accessing the DeFi ecosystem, potentially causing the UK to lag behind other jurisdictions in related innovation areas.
On the compliance front, lawyers point out that under the new Financial Services and Markets Act framework, the authorization process could be extremely stringent. Historical data shows that the FCA's anti-money laundering registration application approval rate is less than 15%. The new system will also cover multi-dimensional regulatory requirements including consumer responsibility, capital adequacy, operational resilience, and senior executive accountability, significantly raising the entry barrier.
The industry believes that while this framework provides an institutional foundation for institutional capital to enter the crypto market, whether the UK can truly become a global crypto hub will depend on the certainty of regulatory enforcement and the efficiency of approvals in the coming months. (CoinDesk)
Odaily星球日報訊 英國首相斯塔默與法國總統馬克龍 3 日發表聯合聲明，稱兩國將與阿曼合作保障其主權領海航運安全。伊朗副外長加里巴巴迪 4 日就此回應，荷姆茲海峽不是域外國家進行軍事展示的場所，伊方反對任何可能影響該水道安全的軍事行動。加里巴巴迪在社交媒體上回應說，作為荷姆茲海峽安全保障方，伊朗將對相關軍事動向保持高度警惕。荷姆茲海峽安全應由沿岸國家共同維護，任何製造危機的行為都將由相關方自行承擔後果。他同時強調，上述警告「是嚴肅的」。（新華社）
Odaily星球日報訊 Tether 執行長 Paolo Ardoino 表示，當前 AI 行業中大型科技公司透過補貼算力以擴大用戶規模，但其背後依賴的是高資本支出（CAPEX）驅動的基礎設施擴張，而相關資產通常在 3 至 5 年內快速折舊。
Paolo Ardoino 指出，這一模式正在形成多重結構性錯配，包括：代幣價格與真實價值的錯配、盈利週期與資本投入週期的錯配、資本成本與債務成熟期的錯配，以及開源 AI 持續侵蝕收入空間的趨勢。
Paolo Ardoino 認為，在上述結構性壓力疊加之下，行業風險正在累積，並質疑「在這樣的結構中，可能會在某些地方出問題（What could go wrong）」。
1. CryptoQuant：比特幣下一輪牛市行情或需1萬億美元新增資金；
2. 韓國股民押注中國AI，半年28億美元「掃貨」：A股北方華創、寒武紀遭搶購；
3. UXLINK黑客將1054萬美元的DAI換倉為6001枚ETH；
4. 麻吉大哥再次開設BTC和HYPE多單；
5. 某男子偷渡至緬甸妙瓦底等地參與電詐，誘導受害者投資虛擬貨幣獲刑；
6. SK海力士擬在ADR發行中向投行支付0.5%基礎承銷費；
7. 美光日本啟動超90億美元芯片項目擴建，押注AI高帶寬內存需求；
8. Coinbase比特幣溢價指數連續47日處於負溢價，續創最長「連負」記錄；
9. 分析師：當前BTC活躍投資者普遍承壓20%虧損，週期性調整仍在延續；
10.德國本地銀行加速佈局加密交易服務，預計未來數月相關服務將陸續上線。
Odaily星球日报讯 据链上分析师余烬监测，最近几天， HYPE 从 60 美元反弹再次站上 70 美元，某鲸鱼应在 1 小时前从 Morpho 把 21.25 万枚 HYPE (1500 万美元) 取回，然后全部转进了 Coinbase。
Odaily星球日报讯 加密分析机构 Nansen 最新分析报告显示，截至 6 月底约近 100 万名投资者在特朗普相关迷因币投资中累计亏损约 38.1 亿美元。Nansen 分析称，相关代币交易机制使特朗普在价格涨跌过程中均可获利，因为其收益来源主要来自交易手续费与持续的市场交易活动，而社交平台 Truth Social 多次推广相关代币也进一步放大了交易量。
资料显示，特朗普在 2024 年竞选期间由“加密怀疑论者”转向拥抱数字资产商业化机会，并与其子女共同创立加密项目 World Liberty Financial，发行的$WLFI 代币同样出现显著下跌。此外，在其就职前数日推出的 TRUMP 代币亦被描述为“缺乏实际用途的投机性资产”并已经历明显回调。（纽约时报）
According to on-chain analyst Yu Jin's monitoring, against the backdrop of a sustained crypto market correction, the overall market capitalization of US dollar stablecoins has decreased by approximately $10 billion from its recent peak. The total scale currently hovers around the $300 billion level. Meanwhile, some funds are believed to have flowed into the US stock market, which has demonstrated a stronger wealth effect this year.
Latest quarterly data shows varying degrees of capital outflow among leading stablecoins:
Tether (USDT): Total supply decreased from approximately $189.8 billion to $184.1 billion, a net outflow of about $5.7 billion
USD Coin (USDC): Total supply decreased from approximately $79.6 billion to $73 billion, a net outflow of about $6.6 billion, making it the stablecoin with the largest outflow in this round
Tokens related to USDC issuer Circle are facing pressure, with its stock price also falling from around $136 to near $64, as market expectations for its growth have cooled.
In contrast, the stablecoin USD1 recorded a net inflow of approximately $500 million during the same period, with its total supply growing from about $4.1 billion to $4.6 billion, becoming one of the few assets to grow against the trend. However, this growth is partly attributed to interest rate subsidy incentive mechanisms on trading platforms, such as exchange-led campaigns that guide user holdings and trading behavior.
PPP 預測市場工具監測顯示，英雄聯盟 MSI（季中賽）世界賽已正式開賽，Polymarket 上“BLG 能否實現黃金之路（大滿貫）”事件概率暫報 21%，24 小時上漲 8%。今天的 MSI 比賽中，BLG 以 3-2 的比分擊敗 LCK 戰隊 T1，進入 MSI 季中冠軍賽淘汰賽勝者組。此前，BLG 贏得了 2026 年英雄聯盟全球先鋒賽。
該事件判定規則為：如果 BLG 在今年完成“黃金之路”，則該事件判定為“是”。即 BLG 在 2026 年內贏得《英雄聯盟》電子競技賽事中所有重要賽事的成就。也就是說，該隊選手需要在所有地區性比賽中獲勝，同時參加所有三大國際賽事：先鋒賽、MSI 以及世界賽。該信息的來源將是《英雄聯盟》競技網站上的官方信息。但也可以參考一些可靠的報導，比如 Liquipedia 上的內容。
Odaily Seer 先知頻道持續關注預測市場，在定價之前，看見變化。
Odaily星球日報訊 「白毛股神」Serenity 發文表示，自己在 2023 年首次使用 ChatGPT 時曾認為大語言模型在程式設計能力上「表現很差」，但三年後相關技術已發生質變。以 Mythos 為代表的現代網路安全與 AI 系統已具備「類武器級」能力，並認為當前行業正在進入關鍵「拐點階段」，即人形機器人與自動化技術正在逼近大規模替代人類勞動的臨界點。
Serenity 稱，儘管外界常質疑人形機器人目前無法完成如管道維修、電力佈線等複雜任務，但技術演進方向已非常明確，未來數年將持續突破。包括 VC 與大型科技公司在內的市場參與者已開始調整戰略，部分企業內部計畫透過機器人替代大量人力以降低營運成本，並提及此前關於亞馬遜（Amazon）透過機器人減少數十萬個職位招聘的相關傳聞。
Serenity 認為，醫療等強監管行業、超高專業技能崗位以及依賴人類情感連結的服務領域，或仍具備一定抗替代性，但整體趨勢仍指向「勞動結構重構」。隨著中美在前沿技術領域競爭升級，人形機器人與自動化或將進入國家級技術競賽階段，並認為中國在部分領域已處於領先位置。
Odaily星球日报訊 去中心化隱私協議 hinkal 發布安全事件更新，確認攻擊者透過一系列交易從其以太坊合約中提取約 79.7 萬 USDC，並將其兌換為約 454 ETH，其中約 410 ETH 隨後被轉入 Tornado Cash，剩餘約 44.67 ETH 透過 THORChain 跨鏈轉入比特幣網路，目前正與外部安全團隊聯合追蹤資金流向。
hinkal 稱，本次安全事件影響僅限於以太坊鏈上相關資金池，其他鏈上合約未受影響，但所有合約已臨時暫停以進行修復與安全驗證，所有受影響用戶資金將按 1:1 全額賠付，具體補償流程與時間表將在後續更新中公布。
