Odaily星球日報訊 在耶路撒冷極端正統派神學院就讀的美國公民 Eli Lavon 被以色列以間諜相關罪名起訴。起訴書顯示，Eli Lavon 面臨 2 項接觸外國特工罪名和 14 項傳遞可能有利於敵方資訊罪名。

檢方稱，Lavon 透過 Telegram 被招募，拍攝敏感地點，並為伊朗相關聯繫人放置帶有編碼資訊的隱藏物品，其從兩名聯繫人處共獲得約 1379 美元加密貨幣報酬。Lavon 律師 Raz Bar Tzvi 對 CNN 表示，網上被外國行為者聯繫並不意味著其為間諜，並稱起訴書所述事實不足以支持相關指控。（Decrypt）

Odaily星球日報訊 「白毛股神」 Serenity 在 X 平台發文表示，從中國私募 VC 市場的資金流向來看，當前機構正大規模湧入物理 AI（Physical AI）與世界模型（World Models）相關領域。

數據顯示，資金分佈大致如下：大型模型/LLM 約 235.6 億美元，AI 基礎設施及技術層約 157.4 億美元，具身智能/物理 AI 約 133.6 億美元，AIGC 應用約 87.9 億美元，而自動駕駛及其他前 20 細分領域合計約 38.2 億美元（口徑不可直接對比）。

Serenity 指出，早期純基礎模型融資已基本關閉，資本更多集中在既有頭部企業以及世界模型方向。他預計這一趨勢在美國同樣會出現，未來可能進一步向 Anthropic、OpenAI 等頭部公司集中。在 AIGC 應用方面，Serenity 認為該賽道商業化已較為成熟，但尚未出現絕對贏家，無論在中美市場均呈現分散競爭格局。

整體來看，Serenity 總結稱，當前 AI 投資仍在持續流入基礎設施與半導體供應鏈，同時資本正向物理 AI 與具身智能快速輪動，但世界模型賽道仍缺乏直接投資標的。

Odaily星球日报讯 Strategy 比特币战略经理 Chaitanya Jain 在 X 平台发文表示，STRC 在经历短暂价格错位后已开始恢复，公司目标是推动其长期逐步回归并稳定在 99–100 美元区间。

他指出，Strategy 公司将通过多项工具实现该目标，包括：浮动股息率机制、持续增长的美元储备、逐步清理可转债结构、股票回购，以及产品功能持续升级。

Odaily星球日報訊 據鏈上分析師 Ai 姨監測，一位此前在美股多空交易中累計獲利超過 529.3 萬美元的「聰明錢」地址再度調倉，引發市場關注，其在今日凌晨平倉了包括 $SNDK、$INTC 及 $BTC 在內的一籃子空單後，隨即轉向做多，開啟約 838 萬美元的美光（$MU）多單，並建立約 199 萬美元的海力士（$SKHX）多單。此外，該帳戶還計劃在海力士回落至約 1400–1550 區間時進一步加倉約 700 萬美元，顯示其對存儲晶片板塊短期走勢轉向樂觀。

Odaily星球日報訊 據鏈上分析師餘燼監測，倫敦證券交易所上市的數字資產技術公司、同時也是 Lido 的投資方 KR1 plc 在 1 小時前將 370 萬枚 LDO (99 萬美元) 轉進 Kraken。

According to Lookonchain monitoring, BlackRock has experienced net BTC outflows for 10 consecutive trading days, with a total net outflow of 35,980 BTC worth $2.24 billion.

According to Lookonchain monitoring, U.S. Bitcoin ETFs saw a net outflow of 588 BTC today, with a 7-day net outflow of 22,189 BTC; Ethereum ETFs recorded a net inflow of 6,105 ETH, with a 7-day net outflow of 1,915 ETH.

Odaily Planet Daily News, SemiAnalysis posted on platform X, stating that SPHBM4 shifts the complex engineering burden of AI chips. Chip manufacturers will no longer purchase extremely expensive, proprietary "silicon interposer + ABF substrate" combinations. Instead, they will completely shift to buying ultra-large, high-layer-count ABF substrates, or adopt glass substrates prematurely if performance requirements are directly pushed to the substrate layer. The substrate boom is just beginning.

Odaily Planet Daily reports that SolanaFloor released statistics showing that multiple indicators on the Solana network hit all-time highs in the second quarter of 2026. Tokenized stock spot trading, perpetual futures, DApp ecosystem revenue, and on-chain transaction activity all surged simultaneously. Data indicates that the trading volume of tokenized stocks on Solana reached $4.84 billion this quarter, capturing over 96% of the market share in the sector. The total quarterly revenue of ecosystem applications was $257 million, remaining among the top public chains for the ninth consecutive quarter. The total number of non-voting transactions on the network was approximately 9.8 billion, while the nominal quarterly trading volume of perpetual futures climbed to $183 billion.

Meanwhile, the network's decentralization aspect has seen improvements. The proportion of delegated staking from the Solana Foundation dropped to 4.92%, indicating that the Foundation's direct influence over the network's validator layer continues to weaken.

Odaily Planet Daily News Michael Saylor posted on Platform X that the future evolution of Bitcoin is jointly determined by the dynamic consensus among nodes, miners, and holders, with each party's influence reflected by different "weights." Nodes exert influence through their transaction verification capabilities, miners ensure network security with their computational power, and holders influence the network's direction through their economic power. Only when verification mechanisms, security, and capital are all aligned can a protocol change be finally approved and take effect.

Odaily Planet Daily News: UK Labour MP Phil Brickell has submitted a letter to the Parliamentary Commissioner for Standards, requesting a specific investigation into Reform UK party leader Nigel Farage. The MP accuses Farage of receiving substantial personal gifts from Christopher Harborne, a major investor in Tether, and subsequently engaging in public lobbying for positions favorable to Tether during the formulation of the Bank of England's crypto regulatory policies, suggesting a conflict of interest due to the significant financial transfers. (Decrypt)

Odaily Planet Daily News According to Bubblemaps monitoring, a certain address cluster purchased 2.7% of the ANSEM supply through 4 associated wallets shortly after its launch, and subsequently sold all of it on June 19, profiting approximately $2,000. At the current price, this position would be worth about $4.7 million.

Odaily News The Kobeissi Letter published an analysis pointing out that the leverage trading frenzy in the Korean stock market continues to spiral out of control. The assets under management (AUM) of leveraged ETFs have surged to approximately $45 billion, setting a new all-time high and accumulating over 800% growth since the beginning of 2026.

At the same time, the ratio of leverage exposure to free-float market capitalization has risen to around 2.9%, more than tripling since January, indicating that tradable shares in the market are being highly amplified by leverage.

On an individual stock basis, the 2x leveraged ETF for SK Hynix listed in Hong Kong once grew to about $15 billion, becoming the largest single-stock leveraged product globally.

In contrast, 2x leveraged ETFs tracking popular targets such as Micron, NVIDIA, SanDisk, and Tesla have historically never exceeded $10 billion in scale.

The analysis indicates that leverage levels in the Korean market are already in an extreme state, with the rapid accumulation of risk exposure raising concerns about potential amplified volatility.

Odaily星球日報訊 Galaxy Research 主管 Alex Thorn 表示，Michael Saylor 旗下 Strategy（MSTR）近期推出的資本管理改革，在短期內有效緩解了市場對其流動性與優先股體系壓力的擔憂，但更多是「爭取時間」，而非根本性解決結構問題。

Strategy 在過去數週面臨其優先股「數字信貸」體系承壓，其中 STRC（「Stretch」優先股）一度跌破面值，最低觸及約 71.25 美元，引發市場對其 BTC 價格下行、美元儲備收縮及優先股股息支付能力的擔憂。市場隨後集中討論三種壓力情景：出售比特幣、增發 MSTR 股份稀釋股東，或削減/暫停優先股分紅。

對此，Strategy 於週一宣佈全面資本管理重組，推出「數字信用資本框架」，包括五大工具：董事會批准的美元儲備政策、STRC 股息機制調整、10 億美元優先股回購授權、10 億美元 MSTR 普通股回購授權，以及比特幣變現機制。同時，公司將 STRC 年化股息率從 11.5% 上調至 12%。

市場對此反應積極，MSTR 與 STRC 當日均大幅上漲，比特幣也同步回升。

Alex Thorn 指出，此次調整在短期內改善了市場情緒，使 Strategy 將現金覆蓋週期延長至約 17 個月，並通過新增融資提升了資金緩衝能力，但公司在 2027–2028 年仍面臨約 67 億美元可轉債到期壓力，長期結構性風險仍在。核心問題並非 Strategy 是否擁有足夠 BTC（約 84.7 萬枚），而是美元流動性不足以在不損害任何一方利益的情況下覆蓋優先股與資本結構義務，從而導致多類股東利益相互擠壓。

不過，此次調整的關鍵意義在於增強了公司資本工具的「可選性」，使其從單一方向的 BTC 增持策略，轉向更主動的資產負債管理模式，從而避免短期流動性問題演變為系統性危機。儘管當前比特幣市場環境偏弱、可能尚未觸底，但 Strategy 的新框架在一定程度上為公司爭取了時間窗口，使其能夠等待更有利的市場條件。

According to Odaily, Iranian Parliament Speaker Mohammad Bagher Ghalibaf stated today that the Strait of Hormuz should be jointly managed by Iran and Oman. Ghalibaf made these remarks during a meeting with Iraqi Parliament Speaker Haibat al-Halboosi. When discussing the management of the Strait of Hormuz, Ghalibaf noted that a recently signed memorandum of understanding with the United States stipulates that the strait should be jointly managed by Iran and Oman. He further mentioned that Iran is consulting on this matter with countries along the Persian Gulf coast, including Iraq. (Xinhua News Agency)

Odaily星球日报訊 中國證監會與新加坡金管局在新加坡成功舉行第十屆中新證券期貨監管圓桌會。中國證監會副主席劉浩凌和新加坡金管局副行長何恆心出席會議並分別致辭。雙方回顧近年來兩國資本市場合作取得的務實成果，包括加強中新指數合作、深化中新 ETF 互通、加強證券監管合作等。

雙方就各自市場改革發展最新動態、前沿技術背景下的資本市場運行與監管執法、證券期貨行業跨境展業及監管等議題進行廣泛深入的交流。新加坡金管局助理行長林端利，中國證監會、新加坡金管局相關部門負責人，雙方證券交易所等行業代表 40 餘人以現場和線上方式參會。(金十)