Alphabet’s Google lost its legal challenge in an EU court over a €4.1 billion Android antitrust fine. According to Odaily, the ruling means Google was unsuccessful in its lawsuit contesting the penalty.

U.S. President Donald Trump took his first flight on a new Air Force One aircraft gifted by the Qatari government on July 1, praising the plane and saying the United States could not build one like it. According to Odaily, Trump boarded the aircraft before departing for North Dakota to attend the opening event for the Theodore Roosevelt Presidential Library. Speaking to reporters before boarding, Trump said he was excited about the first flight and described the aircraft as something people had never seen before.

以第二季度中发生的市场变化为起点，围绕流动性与监管两条主线，给出了对下一阶段的完整研判。

Iran’s Khatam al-Anbiya Central Headquarters warned the United States and Israel not to make a miscalculation. According to Jin10, the warning was reported in media coverage, without providing further details.

According to Reuters, Japanese officials are abandoning their habit of telegraphing intervention risks, instead signaling a more targeted campaign to squeeze speculators and raise the cost of betting against the battered yen, according to two sources familiar with the matter.  Departing from the calibrated jawboning that preceded previous intervention bouts, the Ministry of Finance could step in abruptly to wipe out speculative yen positions. Officials are also avoiding any suggestion of a specific "line in the sand" exchange-rate level. The shift reflects a more aggressive MOF approach using silence as a policy tool to keep traders guessing, raising the risk of surprise intervention driven by an accumulation of speculative short-yen bets rather than by the currency crossing a publicly understood threshold.  The MOF's approach and the Bank of Japan's continued hawkish rhetoric signal a coordinated effort to keep yen bears at bay, two other sources said. "The timing of intervention is difficult. The purpose would be to hit speculators hard so if needed, authorities will step in," one source said. "It's not about yen levels" but more about how best to prevent excessive falls.  The previous intervention from April to May, which cost a record 11.7 trillion yen ($72 billion), was well-telegraphed in advance, giving traders time to unwind short positions — future action would eliminate that opportunity. Top currency diplomat Atsushi Mimura has held off on issuing verbal warnings since the last intervention, and Finance Minister Satsuki Katayama avoided escalating rhetoric on Tuesday despite the yen's fall to a 40-year low of 162.66.  Some within the government hope Thursday's US jobs data would scale back bets on an early Fed rate hike, which could slow the dollar's ascent — if not, the chance of intervention could heighten.  US Treasury Secretary Scott Bessent has signaled the need for further BOJ rate hikes while staying mum on Japan's intervention. The BOJ's policy rate at 1% remains far below the Fed's 3.50%-3.75%. The BOJ's quarterly tankan survey on Wednesday showed business sentiment at its highest in eight years and corporate inflation expectations at record highs, reinforcing the case for additional rate increases.  "Japan's policy rate remains low compared with that of other countries. The BOJ's cooperation is necessary to stop the yen's falls," said Mari Iwashita, executive rates strategist at Nomura Securities.

SoftBank Group Corp. and its telecom unit plan to rent AI computing resources to US companies starting next fiscal year, aiming to capitalize on rising demand, according to Bloomberg. The initiative is tied to SoftBank’s growing pipeline of data center projects.

MiCA要求将60%的准备金以无保险现金存款的形式存放在欧洲银行，而银行的部分准备金率只有10%，可能无法应对赎回需求。

South Korea needs to raise its financial sector to global standards that match the maturity of its real economy, with foreign-exchange market modernization a key priority to boost competitiveness, according to a senior Finance Ministry official, Bloomberg reported.

链上美股不会因为监管担心就消失。对中国监管来说，它不是几个交易所多加了一个股票页面，而是可能成为跨境证券投资需求、违规跨境资金流动的新问题。

World 已通过 Phantom 钱包在 Solana 上推出一个完全基于链上的预测市场，并利用 Chainlink 以 $CASH 自动结算交易。此次推出使 Solana 拥有了与预测市场领军者 Polymarket 和 Kalshi 抗衡的原生竞争对手。

博通Broadcom和迈威尔Marvell是定制ASIC赛道双寡头，定制ASIC是目前AI及半导体发展最迅猛的赛道之一。这个赛道为什么重要？

按资产规模计算，欧洲第三大银行法国农业信贷银行（Crédit Agricole）已通过其资产服务部门CACEIS发行了由欧元支持的数字代币EURXT，从而进军受监管的稳定币市场。

美联储,沃什,欧洲,英国,央行,沃什：我们一起Diss前瞻指引吧 金色财经,薛定谔的鹰派。

一款伪造的“Google Notes”扩展程序正在交易过程中悄无声息地篡改加密货币钱包地址。等你察觉时，钱早已不翼而飞。

ICT革命给AI时代的最大提醒是：技术突破可以很快，生产率兑现通常更慢。

人工智能,meta,存储,云算力,算力,Meta下场卖算力 市场为何慌了 金色财经,大厂们已经开始自己收租了。