Qatar’s liquefied natural gas export revival is faltering, with fewer gas tankers making the still-risky crossing of the Strait of Hormuz, according to Bloomberg. Oil is flowing again through Hormuz, but LNG shipping traffic has not rebounded to the same extent.

A market structure shift is underway this week, with capital within the AI industry chain being reallocated, according to Garrett Jin, an agent for the “1011 insider whale.” According to Odaily, Jin said the first change is that memory chips are showing signs of a near-term peak. Jin said Micron’s share price met resistance around $1,250 and pulled back. He added that despite earnings beating expectations, the stock fell on heavy volume, which he described as a typical pattern of weakening after positive news is priced in. He also said funds have been flowing out of the memory sector. Jin noted that DRAM-related ETFs declined on heavy volume, while South Korea’s SK Hynix and Samsung Electronics also weakened. He cited data showing that over the past two months, foreign investors have withdrawn more than 72.7 billion won from South Korea’s stock market. Jin said the second change is a shift of funds toward AI hyperscale cloud providers rather than small- and mid-cap AI-themed stocks, naming Google, Microsoft, and Amazon as key beneficiaries. He said that when the chip sector came under pressure last Friday, GOOG and MSFT stabilized on heavy volume, and that META’s rise on heavy volume this week reinforced the trend. Jin attributed the rotation to what he called a “token optimization trend,” arguing that as more simple tasks are handled by lower-cost models, value will increasingly concentrate in token-billed cloud services and orchestration layers rather than the base model layer. He said this supports a strategy of focusing on potential catch-up gains in hyperscalers.

India’s foreign secretary said India and Japan have agreed to cooperate on strategic reserves and reserve mechanisms for crude oil and petroleum products. According to Jin10, the foreign secretary did not provide further details on the scope or timeline of the cooperation.

Binance Wallet announced on X that a prediction market for the football match Portugal vs Croatia is now live on Binance Wallet. The post described the matchup as a “showdown between two legendary veterans” and said users can analyze the match, assess the market, and trade their views within the prediction market. Campaign Details: The announcement also referenced a campaign tied to the prediction market, stating “Invite, Trade, and Win” and offering a share of a 100,000 USDT valued prize pool. The post did not provide additional terms, eligibility requirements, timelines, or distribution details for the prize pool beyond the stated amount and the general participation framing.

New York City and the eastern US are set to swelter through the hottest day of the year so far as a heat wave drives up power prices and strains electric grids, according to Bloomberg.

For years, Michael Saylor built his reputation as Bitcoin's most outspoken evangelist, relentlessly promoting BTC while criticizing the debt-driven financial system and fiat credit.

Google has lost its final appeal against a €4.125 billion EU antitrust fine over practices linked to its Android mobile operating system. The European Court of Justice ruled that Google abused Android's market dominance by favouring its own services and restricting competition.

Sam Altman has just thrown out the idea of giving the U.S government a 5% stake in OpenAI, which would shape an unusual and never seen before relationship between a private company and Washington as AI becomes an increasingly strategic national priority.

A16Z,人工智能,AI Agent,A16z 的最新一投 要给算力定一个“价” 金色财经,AI 的故事讲了许久，主角换了一茬又一茬。

Robinhood 主网、股票代币、AI交易、DeFi齐上阵，链上金融时代来了。

Norton has added its Genie scam detection tool to Anthropic's Claude after launching it on ChatGPT earlier this year. The tool helps users identify scams, phishing attempts and suspicious links, messages and emails.

自从 OpenAI 将大型语言模型普及到千家万户以来，人工智能就像一个可以随意把玩的新玩具。直

Open USD 目前仍有多项关键信息尚未完全披露。

过去两周，加密市场在ETF资金持续流出、BTC链上折价、短期持有者套牢和监管执行压力升温的共同作用下继续走弱，市场尚未从“被动承接”转向“主动买入”。

Meta 内部正在推进一个代号为 "Meta Compute" 的项目，计划向外部客户出售富余的AI算力。