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2026
THU
07/02
23:13
特朗普:聯準會主席沃什有一個略顯敵意的委員會

Odaily Planet Daily News U.S. President Trump stated that Federal Reserve Chairman Waters has a slightly hostile committee. Waters is a great person, and he must do what he has to do.

23:12
Trump: AI does need regulatory constraints, but less control is better

Odaily Planet Daily News: Trump said when talking about AI that there is indeed a need for regulatory constraints, but less control is better.

23:07
Irish authorities recover additional 500 BTC from missing bitcoin of convicted drug trafficker Clifton Collins

Odaily Planet Daily News The Irish Criminal Assets Bureau (CAB) has stated that it has recovered an additional 500 BTC from the lost crypto assets of convicted drug trafficker Clifton Collins, valued at nearly $31 million. This brings the total amount of BTC recovered by the agency in this case to 1,500, worth over $92 million at current prices.

The operation was supported by Europol's European Cybercrime Centre. Europol stated that it organized operational meetings at its headquarters in The Hague and provided investigators with complex technical support and decryption resources to help them access the relevant wallet assets.

The case involves 12 bitcoin wallets accumulated by Collins through profits from selling and cultivating cannabis, initially holding a total of 6,000 BTC. Previously, Irish authorities had each recovered 500 BTC in March and May of this year.

Arkham data shows that approximately 4,500 BTC remain in dormant wallets, valued at over $275 million.

23:06
Trump responds to massive cryptocurrency gains: Claims ignorance

Odaily Planet Daily News In an interview with CNBC on Thursday local time, US President Trump sidestepped questions about his earnings during his term, stating that his business affairs are managed by his sons and that he was unaware of the cryptocurrency investments which have netted him over $1 billion. "I've always been making money," he said, "I'm a businessman, and a very good one. I make money, quite a lot of it." He indicated that others are responsible for investing his wealth, and he doesn't know who they are. "I have others manage this money. I haven't even spoken with them—I don't even know who they are," he said. "My son Eric handles this side of things. I don't discuss this kind of stuff with him." Trump's latest financial disclosure report shows he earned approximately $1.2 billion from various cryptocurrency holdings last year. He stated he doesn't understand these investments. "I don't know. But it's not illegal. I could have known," he said, noting there is no law requiring "when running the country, you have to recuse yourself from every decision that might relate to you. That's simply not realistic." (Jin Shi)

23:05
摩根大通:Strategy比特幣出售政策為市場引入「可避免風險」

Odaily星球日報訊 摩根大通分析師表示,Michael Saylor 旗下 Strategy 近期正式推出比特幣出售政策,使公司從單純 BTC 買方變成潛在賣方,為加密市場引入了「可避免的雙向風險」。

Strategy 的比特幣出售政策名為 BTC Monetization Program,允許公司出售比特幣,以最多籌集 12.5 億美元現金儲備,用於支付優先股股息和利息費用,或進行優先股回購及普通股回購,以優化資本結構。

摩根大通認為,Strategy 若未來可能出售 BTC,將增加市場對比特幣價格的不確定性和波動性。分析師稱,如果公司改為通過發行股權來補充未來股息支付儲備,本可避免這種風險。

Strategy 目前設定的最低現金儲備目標為覆蓋 12 個月優先股股息和利息支出,目前 25.5 億美元現金儲備約可覆蓋 17 個月股息。摩根大通認為,該公司應將現金儲備提高至覆蓋 24 至 36 個月相關義務,即便這可能導致普通股相對淨資產價值折價交易,也能讓投資者更放心,認為公司短期內不會被迫出售比特幣。

23:04
CFTC主席批評伊利諾伊0.2%加密交易稅,稱其阻礙技術進步

Odaily星球日報訊 美國 CFTC 主席 Michael Selig 批評伊利諾伊州通過 0.2%加密交易稅,稱該州 lawmakers「踩下了技術進步的剎車」,並讓本州居民在未來數位資產創新中處於不利地位。

伊利諾伊州州長 JB Pritzker 上月簽署《Digital Asset Tax Act》,作為該州 2027 財年預算規劃的一部分。該法案將對加密交易徵收 0.2%稅費,計劃於 2027 年 1 月生效。

Selig 表示,正如互聯網改變了資訊傳輸方式,區塊鏈也將改變價值傳輸方式。未來從大宗商品、貨幣到股票和債券,幾乎所有資產都可能被代幣化。他認為,伊利諾伊州此舉與華盛頓推動數位資產創新的方向背離,可能導致資本、企業和技術人才流向其他司法轄區。

此前,Crypto Council for Innovation、Digital Chamber、Illinois Blockchain Association 等行業組織也曾強烈反對該稅,稱其可能成為美國最嚴苛、最反加密的州級稅制之一。(The Block)

23:03
Donald Trump: Believes Musk Will Donate SpaceX Stock to “Trump Account”

Odaily Planet Daily News: U.S. President Donald Trump stated that he believes Elon Musk will donate SpaceX stock to the “Trump Account.”

18:02
A wallet that made a profit of $570,000 in one week has purchased $340,000 on the Portugal vs. Croatia match having over 2.5 goals.

The PPP Prediction Market Tool monitors that on Polymarket's event for predicting the total goals in the "World Cup Round of 16: Portugal vs. Croatia", a wallet that profited $570,000 in a week holds $360,000 on the total goals of this match being over 2.5.

Address: 0x10a6fadcbacd66330862206f6199b197e3ad4d8b

The Odaily Seer Prophets Channel continuously tracks the prediction market, seeing changes before prices are set.

16:55
David Sacks:真正的企業 AI 安全是「控制權」,而非抽象對齊研究

Odaily星球日报訊 David Sacks 在 X 平台發文評論 Palantir 執行長 Alex Karp 相關訪談稱,一些傳統媒體將其解讀為「情緒化表達」,但實際上其觀點揭示了企業級 AI 安全的核心問題。

Sacks 表示,真正的企業 AI 安全並非抽象的「AI 對齊」研究或政府式監管框架,而是企業對自身數據、模型權重及算力基礎設施的完全控制能力,以避免核心知識資產被模型廠商吸收並轉化為自身產品優勢。

他引用 Karp 觀點指出,企業客戶真正關心的是對計算資源、模型與數據棧的掌控權,即「生產資料所有權不被轉移」。

Sacks 同時以 Figma 與 Anthropic 的合作爭議為例稱,據媒體報導,Anthropic 在推出 Claude Design 時「令合作方措手不及」,並被指在產品擴展中進入其生態夥伴所在的應用層領域,導致價值捕獲結構發生變化。

他進一步指出,類似模式也出現在 Claude Code、Claude Legal 等產品線擴展中,即透過模型能力向上延伸至垂直應用領域。

Sacks 認為,這種趨勢意味著模型廠商正在從「基礎模型提供者」轉向「垂直應用競爭者」,使企業客戶面臨更強的供應商依賴風險。企業級 AI 安全的本質並不是信任模型廠商的長期承諾,而是確保在模型層具備可選擇性與控制權,從而保護自身數據與商業「alpha」。

16:45
Aave V3已在Monad上部署

Odaily星球日報訊 Aave 創始人 Stani 在 X 平台發文宣布已在 Monad 上部署 Aave V3 借貸協議,據悉初始市場支援 USDT0、USDC、Aave 穩定幣 GHO、USDe、mUSD、AUSD、WETH、cbBTC、wstETH、weETH、syrupUSDC 和 sUSDe 共 12 種資產。

16:34
桑坦德銀行:儘管六月就業數據疲軟,聯準會仍將關注通膨

Odaily星球日報訊 Evercore ISI 表示,「就業數據恢復正常,聯準會仍將關注通膨」。經濟學家認為,聯準會會將疲軟的六月就業數據視為招聘數據在經歷了此前幾個月出人意料的強勁增長後,重新回歸正常水平。他們表示:「有人認為這份報告大大降低了今年升息的可能性。我們並不完全認同這種觀點。」

桑坦德銀行的分析師史蒂芬·斯坦利也贊同這一觀點。他表示:「通膨數據將決定聯準會的行動方針。」他認為,六月就業報告可能會「略微」改變聯準會官員的看法,但他預計大多數政策制定者仍然認為勞動力市場穩定。「金融市場出現了相當大的過激反應,包括下調了今年升息的可能性。我認為後者是對這份報告的不恰當反應。」(金十)

16:16
知情人士:特朗普政府與Anthropic之間並未討論持有該公司股權

Odaily 消息,據知情人士透露,川普政府與 Anthropic 之間並未討論由政府持有該公司的股權。(金十)

16:08
Address that earned $310K in a week holds $240K on Austria failing to win in regular time

PPP Prediction Market Tool monitoring shows that in the Polymarket "World Cup Round of 32: Spain vs. Austria" prediction event, an address that earned $310,000 in a week holds $240,000 on Austria failing to win in regular time. This address was created 12 days ago, with total earnings reaching $390,000.

Address: 0xbc1b1e935cf5a06f9378fe2b249338649dc29d59

Odaily Seer Prophet Channel continues to follow the prediction market, seeing changes before the pricing.

16:03
World Cup Schedule: Spain vs. Austria kicks off in three hours, Smart Money clearly favors Spain

PPP reminds you of the upcoming schedule:

• Spain - Austria July 3rd 03:00 (UTC+8)

• Portugal - Croatia July 3rd 07:00 (UTC+8)

• Switzerland - Algeria July 3rd 11:00 (UTC+8)

The latest schedule is updated in real-time, with one-click access to popular matches, allowing you to quickly identify the current movements of smart money.

16:01
Dragonfly管理合夥人:持續看多ETH和SOL

Odaily星球日報訊 Dragonfly 管理合夥人 Haseeb 在 X 平台表示,當前加密行業並沒有走向中間,有人離開這個行業其實是對行業的篩選,也是一種健康現象類似於科技行業早期泡沫破裂後的正常清洗,留下的是真正相信長期價值的人,短期痛苦但長期利好。

Haseeb 補充表示,自己持續看多 ETH 和 SOL,認為兩者都擁有巨大未來。加密本質是科技與網際網路的延續,未來將像網際網路一樣改變世界。

15:51
Humanity Protocol遭3600萬美元攻擊後轉向企業AI業務

Odaily星球日報訊 Humanity Protocol 創始人 Terence Kwok 表示,在遭遇約 3600 萬美元駭客攻擊並導致 H 代幣暴跌後,專案正重新調整戰略方向,逐步從「去中心化身份+區塊鏈項目」轉向企業級 AI 產品與服務。據悉,Humanity Protocol 未來將更少強調區塊鏈身份敘事,轉而聚焦企業 AI 相關產品與服務開發。(The Block)