Odaily Planet Daily reports that Michael Saylor stated that combining capital, credit, and currency can capture a trillion-dollar opportunity, which is the "holy trinity." Digital credit enabled Strategy to buy 175,000 BTC during the bear market this year. (BitcoinTreasuries.NET)

Odaily Odaily, Jeremy Allaire, co-founder of Circle, has publicly responded to the competition from OUSD. He stated that stablecoin networks are inherently internet platform-style businesses, exhibiting a long-term "winner-takes-most or winner-takes-all" structure, where network effects and liquidity are the decisive factors. On the competitive front, Allaire questioned the "consortium stablecoin" model adopted by OUSD and others. He argued that multi-party alliance structures are prone to slow decision-making, misaligned incentives, and weak long-term execution. Historically, projects like Diem have proven the difficulty in scaling such a model. Furthermore, while mechanisms like free minting/redeeming, yield distribution, and governance structures are theoretically attractive, the real-world market requires stable profitability to support infrastructure investment; otherwise, long-term network building capacity may be undermined.

Jeremy Allaire added that Circle will continue to remain open for collaboration, working with various institutions and stablecoin issuers to expand the ecosystem. It will simultaneously advance cross-chain and payment infrastructure like CCTP and CPN, and welcomes OUSD's entry into the industry's competitive landscape. Ultimately, network effects will determine the winners.

Odaily星球日报訊 今晚，投資者將再次聽到聯準會主席沃什的聲音，這是他兩週前在聯準會政策會議上首次亮相後的又一次公開談話。但投資者不要指望他真的打算給出未來貨幣政策的前瞻性指引，因為沃什已明確表示希望縮減前瞻性指引的使用，並認為這在實踐中對聯準會沒有幫助。但他或許能就如何評估通膨和經濟提出一些見解。

Evercore ISI 的策略和經濟主管 Krishna Guha 表示：「我們將關注他如何闡述通膨前景及其驅動因素，包括油價下跌、通膨預期的緩和、其他大宗商品、美元走強以及人工智慧成本外溢效應。」(金十)

Odaily星球日報訊 據官方公告，Gate 將於 7 月 1 日 18:00 （UTC+8）上線 NESA (NES) 現貨交易，並將於 19:00 (UTC+8) 在閃兌平台上线 NESA (NES)。

此外，Gate 將推出 NESA (NES) Candydrop 活動，總獎池價值 16 萬美元的 NES 代幣，具體時間敬請關注官方公告信息。

Odaily Planet Daily News According to Lookonchain monitoring, over the past 5 days, 4 newly created wallets (possibly controlled by the same person) have opened a total of 800 BTC in 20x leveraged long positions, worth $47 million.

Odaily星球日報訊 據官方公告，BitMart 合約將於 2026 年 7 月 1 日 20:00（UTC+8）上線 MVLLUSDT 永續合約，支持最高 20 倍槓桿。

Odaily Planet Daily News, local time June 30, Iran's chief negotiator and parliament speaker Mohammad Bagher Ghalibaf stated in an interview that Iran is determined to uphold the memorandum of understanding, but if the US refuses to implement the consensus, Iran is ready for war. Ghalibaf said that negotiating with the US is not like talking with a friend, but rather negotiating with an enemy that has no credibility. Whenever the opportunity arises, the US will surely strike Iran again. Therefore, only by being prepared for war can a negotiation be conducted well.

Moreover, Ghalibaf also refuted claims during the interview that "Iran's unfrozen funds can only be used to purchase American agricultural products." He stated that this is "completely inaccurate," and according to the memorandum of understanding, Iran has the right to manage the unfrozen funds on its own. (CCTV International News)

Odaily reported that UBS stated in its latest report that the first Federal Open Market Committee (FOMC) meeting chaired by Fed Chairman Kevin Warsh delivered a clear hawkish signal, but market expectations for rate hikes this year may be overly aggressive. UBS expects the Fed to keep the federal funds rate steady at 3.50% to 3.75% for the remainder of the year and advises investors to increase allocations to short- to medium-duration high-quality bonds to lock in current elevated yields.

According to two senior Iranian sources, Iran is determined to secure international recognition of its control over the Strait of Hormuz and its right to charge fees for ships entering and exiting the Gulf, even if it requires the use of force. Under a temporary agreement reached with the United States this month aimed at ending their three-month conflict, Iran has agreed to allow ships free passage through the strait within 60 days. However, Iran believes the wording of the agreement permits it to continue controlling which ships can pass and their navigation routes within this narrow waterway.

The sources stated that Iran is also determined to ensure long-term formal recognition of this control after the temporary agreement expires; until a consensus is reached on this issue, its negotiators will not move on to other disputed topics in peace talks with Washington. (Jin Shi)

Odaily星球日報訊 花旗將其12個月比特幣預測從112,000美元下調至82,000美元，原因是加密ETF資金流轉為負值。（Cointelegraph）

Odaily星球日報訊 7 月 1 日，JUST 官方發佈 GasFree 6 月份數據月報。數據顯示，波場 TRON 推出的 GasFree 功能正成為鏈上便捷轉帳的首選方案。該功能大幅簡化了轉帳流程，允許用戶直接使用錢包內的 USDT 支付手續費，打破了「必須提前持有 TRX」的傳統限制，顯著降低了鏈上互動門檻。

6 月份，GasFree 共處理交易 719,270 筆，轉帳總額高達 114.5 億美元，累計服務用戶超過 35.9 萬人。憑藉真實應用場景的持續驅動，GasFree 正以紮實的數據推動生態增長。

Odaily Planet Daily News A senior Iranian official stated that indirect talks between Tehran and Washington began in Doha on Tuesday evening local time; the discussions focused on the unfreezing of Iranian funds and issues related to the Strait of Hormuz.

The official said: "The indirect negotiations began on Tuesday evening. The Iranian side held meetings with officials from Qatar and Pakistan, and these officials subsequently made contact with the US side. The indirect talks continued on Wednesday, focusing on Iran's frozen assets and the Strait of Hormuz issue." (Jinshi)

Odaily Planet Daily News According to Coinglass data, in Bitcoin's history, out of 13 "July performances" since 2013, there have been 9 months of gains and 4 months of losses. The largest increase occurred in July 2020, with a monthly gain of 24.03%. The largest decline occurred in July 2014, with a monthly drop of 9.69%. As of now, the average return rate for Bitcoin's "July performance" is 7.07%, with a median return rate of 8.16%.

In Ethereum's history, out of 10 "July performances" since 2016, there have been 4 months of gains and 6 months of losses. The largest increase occurred in July 2022, with a monthly gain of 56.62%. The largest decline occurred in July 2017, with a monthly drop of 27.29%. As of now, the average return rate for Ethereum's "July performance" is 9.00%, with a median return rate of -3.99%.

Odaily星球日報訊 當地時間 6 月 30 日，美國科技巨頭亞馬遜公司旗下的雲端運算服務平台亞馬遜雲端科技宣布，將投入 10 億美元（約合 68 億元人民幣）設立全新的人工智慧部門，專門協助客戶搭建並落地人工智慧系統。

亞馬遜雲端科技方面表示，預計將配置數千名前線部署工程師，相關團隊將與客戶業務、研發、安全部門深度協作，僅需數週，就能幫助客戶搭建可自主維運的技術團隊，交付完整 AI 解決方案。外媒報導稱，亞馬遜雲端科技是全球營收規模第一的雲端服務商，也是首家推出該類駐場工程師專項業務的超大規模雲端廠商。(金十)

According to Odaily, Anthropic has announced that the United States has lifted export controls on Claude Fable 5 and Mythos 5.

Odaily星球日報訊 一位直接了解相關討論情況的消息人士表示，美國與伊朗之間的間接技術會談正在多哈進行，卡達和巴基斯坦擔任調解方。該消息人士表示，美國中東問題特使威特科夫與川普的女婿賈里德·庫什納在週二會見了卡達首相，為週三的技術性會談做準備，但他們本人並未出席此次會談。(金十)