Russian Security Council Deputy Chairman Dmitry Medvedev said the Bab el-Mandeb Strait is another leverage card held by Iran. According to Jin10, Medvedev made the remarks after attending a public farewell and memorial ceremony for Iran’s late supreme leader Khamenei on July 4. Medvedev said Iran does not truly possess nuclear weapons but has found another weapon that he described as no less powerful than nuclear weapons: the Strait of Hormuz. He also warned that Iran still has what he called a “thermonuclear weapon,” referring to the Bab el-Mandeb Strait. Medvedev said that if a military conflict occurs, the strait could be blocked, which would interrupt all oil and other transport routes. He added that he hoped the situation would not develop to that point, but said all countries attempting to stir up conflict in the region should keep this in mind.

South Africa’s Revenue Service (SARS) released a draft crypto-asset tax guide on July 1, 2026, proposing compliance rules for about 5.8 million to 6.0 million crypto users in the country and opening a public comment period through August 31, 2026. According to Odaily, the updated framework classifies crypto assets as intangible assets rather than foreign currency or traditional money. Under the draft, taxpayers would not owe tax on unrealized gains or losses while merely holding crypto assets. Tax obligations would be triggered when the assets are disposed of. If an individual’s crypto activity is deemed similar to business operations or short-term intraday trading, profits would be treated as gross income and taxed at marginal rates ranging from 18% to 45%. If crypto assets are held as long-term investments, disposal gains would be subject to capital gains tax, with an effective personal tax rate of 18% to 36%. The draft also treats exchanges between crypto assets as barter transactions, with tax consequences arising at the time of exchange based on local market value. SARS said it has deployed a Crypto Revenue Augmentation Unit to track and audit digital wallets. It also urged taxpayers who previously did not disclose crypto income to use a voluntary disclosure program to file, in order to avoid administrative penalties tied to stronger enforcement after an August deadline.

China welcomes deeper cooperation with Swedish and European businesses, Foreign Minister Wang Yi said in a meeting with Investor AB Chairman Jacob Wallenberg in Stockholm on July 4, according to Bloomberg. Wang said stronger business ties would benefit all parties, according to a statement from China’s Foreign Ministry released Sunday.

Nomura Securities said the global memory industry is still facing a severe supply shortage and that AI-driven structural demand growth has not yet peaked. According to Jin10, Nomura said recent investor concerns about oversupply were clearly excessive, and that the market’s overreaction may have created an opportunity to reassess valuations in memory-related stocks. Nomura said the market’s worries have been significantly exaggerated because the cycle from semiconductor investment to realized capacity is extremely long. It said South Korea’s investment plan of up to 4,800 trillion won would take at least five to 10 years to translate into actual capacity. Nomura also said that high-margin HBM, or high-bandwidth memory, is crowding out capacity for general-purpose memory, contributing to the severe supply shortage. The report added that Meta’s decision is not a turning point signaling reduced AI-related hardware demand. Instead, Nomura said a shortage of computing supply has been pushing up per-token prices, and Meta’s entry into the computing market is expected to help stabilize token prices at lower levels.

韓国、ストレージ、Meta、韓国のストレージ生産拡大、Metaによる計算能力の貸し出し：野村が「ストレージの2大マイナス要因」について語る　金色財経、野村は、「ストレージの2大マイナス要因」は実際には誤った主張であると考えている。

今週は計6社のブロックチェーン系スタートアップが資金調達を完了し、調達総額は8780万ドルに達した。Venice AIはシリーズAラウンドで6500万ドルを調達し、今週最大の資金調達ラウンドとなった。

ワールドカップ開催期間中、PolymarketやKalshiなどの予測市場プラットフォームでは、取引量とユーザーのアクティブ度が継続的に上昇しており、スポーツイベントが予測市場をより大衆的な消費シーンへと押し上げている。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』第3110号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをいち早くお届けします。

アリアンツのチーフエコノミスト、スブラン氏は、AIによる生産性向上に対する市場の期待には「非合理的な熱狂」が見られると警告し、現実には業界によって恩恵の度合いに著しい差が生じる「混在した状況」になると指摘した。

IPO、人工知能、テクノロジー、李彦宏による最大規模のIPOが到来　金色財経、「シェアを確保できない。」

金市場の論理は、著しい「回帰」を遂げつつある。JPモルガンの最新の調査は、金価格の決定権が再びFRBの手に戻ったという冷厳な市場の現実を明らかにしている。

つい昨日、ネットユーザーたちは興奮して、Codexアプリのソースコードの中に、GPT-5.6 Sol、Terra、Lunaという3つのサブモデルの識別子が突如として現れていることを発見した。

「金色週刊」は、金色財経が提供するブロックチェーン業界の週間まとめコーナーであり、その内容は、その週の注目ニュース、相場や先物データ、マイニング情報、プロジェクトの動向、技術の進展など、業界の最新動向を網羅しています。

暗号資産業界は、2010年以降のソーシャルメディアと同様の「インフラの急拡大期」を迎えている。