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.

韩国,存储,meta,韩国存储扩产、Meta出租算力：野村谈“存储两大利空” 金色财经,野村认为，“存储两大利空”实为伪命题。

本周共有6家区块链初创公司完成融资，总融资额为8780万美元。Venice AI 在A轮融资中筹集6500万美元，为​本周最大融资轮次。

世界杯期间，Polymarket、Kalshi等预测市场平台交易量和用户活跃度持续上升，体育赛事正在把预测市场推向更大众的消费场景。

金色财经推出加密货币和区块链行业早报《金色早8点》3110期，为您提供最新、最快的数字货币和区块链行业新闻。

安联首席经济学家Subran警告，市场对AI提升生产力的预期存在"非理性繁荣"，现实将是不同行业受益程度差异显著的"混合局面"。

IPO,人工智能,技术,李彦宏最大IPO来了 金色财经,「份额抢不到。」

黄金市场的逻辑正在发生一次显著的"回归"。摩根大通最新研究揭示了一个冷酷的市场现实：黄金的定价权已经重新回到美联储手中。

就在昨天，网友们激动发现：Codex应用的底层代码中惊现GPT-5.6 Sol、Terra和Luna三大子模型标识。

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、行情与合约数据、矿业信息、项目动态、技术进展等行业动态。

加密行业正在经历类似 2010 年后社交媒体的“基建爆发期”。