有英国方面消息显示，在美国总统特朗普在社交媒体平台上宣布美国将对霍尔木兹海峡实施封锁后，海峡“所有通行”均已停止。据悉，该封锁已持续数小时。详情显示，在特朗普宣布“封锁令”前，11 日通过霍尔木兹海峡的油轮数量一度略有增加，12 日海峡航运量虽有所减少，但仍可通行。然而，“特朗普宣布实施海上封锁后，所有交通似乎都已停止”，至少两艘原本正驶出海峡的船只已经掉头。（央视新闻）

Saeed Mahmoud Nabavian, an Iranian lawmaker engaged in discussions between the U.S. and Iran, recently shared and subsequently removed a social media post detailing three demands from the United States. According to NS3.AI, the deleted message outlined the U.S. requests for joint sharing of benefits from the Strait of Hormuz, the removal of all uranium enriched to 60% from Iran, and a 20-year prohibition on uranium enrichment. The post's removal has sparked speculation about the ongoing negotiations and the potential implications for regional stability.

Garrett Jin has indicated that a U.S. maritime blockade around the Strait of Hormuz could potentially reduce Iran's oil export income by approximately 1.7 million barrels per day. According to NS3.AI, Jin noted that the blockade primarily targets Iranian ports rather than completely closing the strait, allowing for the possibility of third-party transshipment. However, he cautioned that this measure might not be sufficient to resolve the ongoing conflict.

据链上分析师余烬监测，过去 20 小时内，疑似币安人生控盘者通过 6 个钱包从币安提出 5788 万枚币安人生，价值 937 万美元。该代币在最近半个月内从 0.037 美元上涨至 0.22 美元。此外，该主体在 2 月底曾通过 2 个钱包从币安提出 5900 万枚币安人生。目前，该主体在链上共持有约 1.169 亿枚币安人生，价值 2171 万美元，约占代币总量的 11.7%。

“1011 内幕巨鲸”代理人 Garrett Jin 发文分析指出，美国宣布对霍尔木兹海峡实施海上封锁，是当前冲突中“最具战术智慧”的举措之一，但大概率无法达成结束战争的目标，该策略具备两大短期优势：一是直接削弱伊朗约 170 万桶/日的原油出口收入；二是相较于占领关键设施（如哈尔克岛），海上封锁成本更低、风险更可控。不过，相关策略有效性面临多重挑战，比如：当前封锁主要针对伊朗港口，而非完全关闭海峡，第三方转运路径仍然存在，同时也削弱了美国长期维护“航行自由”的国际形象，可能对全球海上秩序产生深远影响。Garrett Jin 总结称，封锁措施虽在短期内重塑博弈主动权，但难以迫使伊朗让步，反而可能压缩外交空间、延长冲突周期。市场已计入封锁本身的影响，但对后续潜在升级路径仍未充分定价。

参与美国和伊朗谈判的伊朗伊斯兰议会议员赛义德·马哈茂德·纳巴维扬 12 日在社交媒体发文，列出美国提出的三个“过分要求”，随后将其删除。这三点分别是：美国要求与伊朗共同分享霍尔木兹海峡的利益；美国要求将所有丰度为 60%的浓缩铀运离伊朗；美国要求伊朗未来 20 年内不得进行铀浓缩活动。

The AINFT platform has officially exceeded 700,000 users, according to official data. According to Odaily, the growing user base and the continuous enhancement of AI model capabilities are propelling it to become a leading AI platform in the Web3 sector. AINFT currently offers users AI models ready for production and fully supports the execution of on-chain automated workflows, facilitating a rapid transition from creative ideas to on-chain implementation. Leveraging its expanding community and open technical architecture, AINFT aims to lower the barriers to using Web3 AI, enabling more efficient deployment of innovative applications.

据官方数据播报，AINFT 平台用户数已正式突破 70 万。持续攀升的用户规模与不断迭代的 AI 模型能力，正驱动其加速成长为 Web3 领域的领先 AI 平台之一。目前，AINFT 已向用户开放可直接投入生产的人工智能模型，并全面支持链上自动化工作流的执行，助力实现从创意构想到链上落地的极速闭环。依托日益壮大的社区与开放的技术架构，AINFT 将持续降低 Web3 AI 的使用门槛，赋能更多创新应用高效部署。

Europe's diverse corporate regulations have long been a barrier to companies seeking to achieve scale across the continent. Bloomberg posted on X, highlighting the challenges faced by businesses due to the fragmented rule books that vary significantly from one country to another within the European Union. The introduction of 'EU Inc.' is seen as a potential solution to these issues, aiming to harmonize regulations and create a more unified business environment. The initiative seeks to simplify the complex regulatory landscape, which has often hindered companies from expanding efficiently across borders. By establishing a more cohesive framework, EU Inc. hopes to foster growth and competitiveness among European businesses, enabling them to better compete on the global stage. However, the success of EU Inc. will depend on its ability to balance the diverse interests of member states while ensuring that the new regulations do not stifle innovation or impose unnecessary burdens on companies. As the EU moves forward with this plan, businesses and policymakers alike are watching closely to see if it can deliver the promised benefits of scale and efficiency.

Telegram CEO Pavel Durov has criticized WhatsApp's end-to-end encryption, labeling it as a 'massive consumer fraud.' According to ChainCatcher, Durov highlighted that approximately 95% of private messages are stored in unencrypted backups on Apple and Google servers. Durov expressed concerns that this situation poses a risk to user privacy. Despite WhatsApp's claims of using end-to-end encryption for message transmission, the backup mechanism fails to ensure complete encryption of user information. His remarks have sparked industry attention regarding privacy protection measures in mainstream communication applications.

新的港元稳定币如果只是以“合规支付工具”身份入场，想快速做大并不容易。因为它面对的不是一块空白市场，而是一个用户习惯、流动性和渠道入口都已基本固化的成熟网络。

与唐纳德·特朗普有关联的World Liberty Financial旗下WLFI代币，在该项目被曝出动用数十亿枚自有代币作为抵押品以获取7500万美元稳定币贷款后，跌至0.07714美元的历史低点，这引发了人们对流动性风险及DeFi市场稳定性的新一轮担忧。

Kraken Financial 已通过堪萨斯城联邦储备银行获得了一个受限的联邦储备账户，这使其银行部门能够在严格条件下并经一年试用期后，接入 Fedwire 等美联储支付系统。

永续合约的崛起、链上迁移趋势，以及新兴开发者机遇。

香港首批稳定币牌照终于出炉，金管局最终仅选择了汇丰和渣打系的两家主体。参与提交申请的中资机构均曾接到有关部门的“窗口指导”，要求暂缓参与此次稳定币牌照申请。

大厂不再只堆GPU，而是同步扩张一整层“CPU调度基础设施”，专门为AI智能体提供运行支撑。当算力不再稀缺，谁能最先解决系统级的瓶颈，谁才能在这场游戏中笑到最后。

AI能力正以惊人速度迭代，任何拥有资产与数据需要保护的主体都必须高度重视，而加密行业正是重点攻击目标。

金色财经推出加密货币和区块链行业早报《金色早8点》3025期，为您提供最新、最快的数字货币和区块链行业新闻。

中东停火消息短暂提振风险资产，但华尔街策略师警告，这场战争已在通胀、能源供应与美联储政策空间上留下难以迅速弥合的创伤。

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