Odaily reports that the Hong Kong Securities and Futures Commission has released the "2025 Asset and Wealth Management Activity Survey," which shows:

1. Hong Kong's total assets under management in 2025 rose 20% year-on-year to a historic high of HKD 42.2 trillion (USD 5.4 trillion). Part of this growth was driven by net capital inflows, which surged 193% year-on-year to HKD 2.1 trillion (USD 265 billion), marking the third consecutive year of increase.

2. Assets under management for the asset management and fund advisory business increased 19% year-on-year to HKD 31 trillion (USD 4 trillion).

3. Assets under management for private banking and private wealth management businesses surged 24% year-on-year to HKD 12.9 trillion (USD 1.7 trillion).

4. The net asset value of authorized funds rose 38% to HKD 2.3 trillion (USD 292 billion).

5. Net capital inflows into the asset management and fund advisory business sector soared 330% to HKD 1.38 trillion (USD 177.3 billion).

6. The number of institutions licensed in Hong Kong for asset management (Type 9 regulated activity) increased by 7% year-on-year to 2,358.

Odaily星球日報訊 美國獨立日假期前夕，加密貨幣市場情緒逐步回穩，比特幣維持在 6.1 萬美元上方，以太幣站上 1700 美元，延續前一日反彈走勢。此前美國非農就業數據意外走弱，引發市場對聯準會進一步緊縮預期降溫，重新點燃風險資產需求。選擇權市場波動率明顯回落，短天期隱含波動率自高點回落至高 30 區間，市場情緒從恐慌性避險轉為相對平穩。不過，部分機構認為該數據並非單邊「鴿派訊號」，薪資加速與消費韌性仍支持聯準會維持偏鷹立場。美債殖利率與美股表現分化，進一步顯示市場對政策路徑仍存分歧。（The Block）

Odaily星球日報訊 紐約州最高法院針對 39069 個長期未動用比特幣地址的所有權訴訟迎來關鍵抗辯，一名控制涉案休眠錢包的匿名被告正式向法院提交申請，請求直接駁回本次訴訟。

該匿名持幣者提出核心法律觀點：比特幣地址只是區塊鏈上的一串數據字符，不屬於法定法律主體，不具備被起訴的資格。除此之外，行業觀點補充本案致命技術短板：即便法院最終判決支持原告確權訴求，在未掌握對應私鑰的前提下，原告也無法鏈上轉出、支配這批比特幣資產，判決不具備實際可執行性。本次訴訟原告試圖套用紐約失物招領相關法規，主張數萬枚長期沉睡 BTC 屬於無主遺棄資產，意圖透過司法途徑取得全部資產所有權。（Cointelegrap）

Odaily Planet Daily News Driven by the widespread application of artificial intelligence technology and leading performance, China's quantitative funds are experiencing a rush of capital, with their assets under management doubling to over 2.6 trillion RMB in less than a year. Industry insiders believe that the investment logic has shifted from "choosing quantitative" to "choosing the quantitative institution with the strongest AI capabilities." Leading institutions are leveraging their advantages in AI, data, and talent to continuously widen their technological moats. However, as the scale of quantitative funds continues to expand and market pricing efficiency improves, the industry expects that obtaining excess returns will become increasingly difficult. (Bloomberg)

Odaily星球日報訊 Citrini 分析師 Jukan 在 X 平台發文表示，UBS 上調 DRAM 和 NAND 價格預期，目前預計 DRAM 價格將在第三季度季增 32%，第四季度季增 18%；NAND 價格將在第三季度季增 30%，第四季度季增 12%。

1. 因存在植入後門風險，阿里內部全面禁用Claude Code；

2. 花旗：隨著荷姆茲海峽危機消退，油價可能跌至每桶60美元；

3. 某新建錢包向HyperLiquid存入199.5萬枚USDC，並以5倍槓桿開立價值974萬美元黃金多單；

4. 新創建錢包從幣安提取733枚BTC，價值4518萬美元；

5. Greeks.live：3.1萬張BTC期權和13.5萬張ETH期權將到期，名義價值合計21.3億美元；

6. 幣安：MiCA生效應以納入監管體系的加密公司數量衡量；

7. 浮盈500萬美元，某巨鯨在Aster 1倍做空958萬美元ESPORTS；

8. 巴西央行將加密VASP納入證券經紀商同等監管要求；

9. 韓國聯合三星、SK等企業推出312萬億韓元投資計劃，重點佈局半導體與航天產業；

10. 幣安：平台股票管理資產規模已超過10億美元。

Odaily Planet Daily News: The China Securities Regulatory Commission (CSRC) is soliciting public opinions on improving the rules for listed companies' refinancing. It plans to establish a shelf registration system for private placements. Listed companies with a high standard of information disclosure that apply for fixed-price private placements can adopt a method of one-time registration with multiple issuances. This is to better adapt to the characteristics of the bilateral market, facilitate listed companies in seizing market opportunities for financing, guide them towards rational and orderly financing, and reduce the market disruption caused by large one-time fundraising. (Jinshi)

Odaily星球日報訊 聯動科技公告稱，公司擬通過香港聯動科技實業有限公司以現金方式向 Renaissance Maverick Corp.收購 NorthstarTechnologies Limited 100%股權，交易對價為 1000 萬美元。本次收購將推動存儲測試設備關鍵技術和相關產品落地國內，補齊公司在該領域的業務空白和行業應用經驗，並完善產業鏈條。

Odaily News: Circle has newly minted 250 million USDC (worth approximately $250 million) on the Solana blockchain via the USDC Treasury.

Odaily Planet Daily News Bitget has officially upgraded its institutional fee framework, encompassing the Bitget PRO权益體系 and liquidity incentive programs. This further optimizes transaction costs, liquidity incentives, and market structure for institutional clients in multi-asset markets, providing professional traders, market makers, and liquidity providers with more comprehensive trading support.

This upgrade incorporates asset categories such as cryptocurrencies, stocks, precious metals, commodities, and indices into a more refined fee and liquidity incentive framework. It optimizes pricing structures and market-making support based on different market characteristics, enhancing execution quality across various asset classes through differentiated incentives, thereby meeting the trading needs of institutional users in a multi-asset environment.

Odaily星球日报讯 2026 年，Sandisk 累计上涨超 530%，Micron 累计上涨超 230%，反映出上半年市场对受益于 AI 需求增长公司的需求。此后，Roundhill Memory ETF（DRAM）较 6 月峰值下跌 25%，VanEck Semiconductor ETF（SMH）下跌约 12%。在 Meta 被报道推进出售过剩 GPU 产能后，AI 基础设施股票和计算服务提供商遭抛售，比特币自两年低点反弹。（CoinDesk）。

Odaily Planet Daily News: Kioxia and SanDisk have begun production of the 10th generation 3D flash memory products at Fab2 of their Kitanokami Factory.

Odaily星球日報訊 專注 HYPE 生態的數位資產財庫公司 Hyperliquid Strategies，美股交易代碼 PURR，近 7 天累計買入 60 萬枚原生代幣 HYPE，按當前市價折算總價值約 4060 萬美元。本次加倉動用 3600 萬美元現金部位，當前該機構仍持有 1.494 億美元現金儲備。該機構當前調整後每股資產淨值 mNAV 已接近甚至低於 1，因此暫未發行新股，本次加倉全部使用自有現金完成。

Odaily星球日報訊 SolanaFloor 在 X 平台發文表示，Solana 過去 7 天新增超過 5.4 億美元 RWA 價值，使其 RWA 總價值創下歷史新高，達到 36.2 億美元。

According to monitoring by the PPP Prediction Market Tool, in the Polymarket event "2026 World Cup Round of 16: Argentina vs. Cape Verde," the account shijiebeifacai (address: 0xbc1b1e935cf5a06f9378fe2b249338649dc29d59), which has a total profit exceeding $500,000, purchased $290,000 worth of shares betting on Argentina advancing (final result, including extra time and penalties). The average entry price was 93 cents, and the number of shares bought was 310,297.3 shares.

Additionally, this user holds $60,000 worth of shares on Cape Verde not winning this match, and $60,000 worth of shares on Argentina winning the match. These two markets refer to the result within the regular 90 minutes of playing time (including stoppage time).

The Argentina vs. Cape Verde knockout match will take place on July 4th at 6:00 AM Beijing time. Argentina is a favorite for the World Cup, with strength, experience, and star power far surpassing their opponent. Cape Verde is a major underdog, but as a potential dark horse, their tough style of play and stubborn defense could cause problems for Argentina.

Odaily Seer Prophet Channel continues to follow the prediction market, seeing changes before the odds are set.