According to Lianhe Zaobao, UK Prime Minister Keir Starmer and French President Emmanuel Macron said in a joint statement on July 4 that the UK and France will work with Oman to safeguard shipping security in the Strait of Hormuz and are ready to deploy broader multinational military action to uphold freedom of navigation. France said it has deployed mine countermeasure forces to the Middle East, including two minesweepers, while Macron said the vessels are ready alongside two frigates and a maritime patrol aircraft. Iran’s deputy foreign minister Kazem Gharibabadi rejected the plan on social media, saying security in the strait should be managed by littoral states and warning that “anyone who creates a crisis” would bear the consequences. The report said the strait carries about 20% of global oil shipments and that Oman has said any new arrangements discussed with Iran would comply with international law. The report also said the U.S. and Iran signed a memorandum of understanding on June 17 to end nearly four months of conflict and reopen the strait, followed by 60 days of talks on a longer-term peace agreement. Shipping analytics firm Kpler data cited by the report showed Saudi Arabia exported about 34 million barrels of crude via the strait since June 17, up from about 15 million barrels during March 9 to June 17. Vessel-tracking data showed that on July 3-4 at least eight commercial ships approaching the strait near Oman abruptly turned back, with some later shifting to a route closer to Iran. Separately, Iran’s ambassador to China, Fazli, said on July 4 in Beijing that Iran is discussing new shipping management arrangements with Oman and plans to charge transiting vessels a “service fee,” while stressing it would not be a toll and that friendly countries may receive special treatment.

Real Madrid’s La Liga opening match against Real Sociedad is expected to be postponed under La Liga’s policy for clubs with at least one player involved in the 2026 FIFA World Cup semi-finals, according to Yahoo Sports. With France set to face Morocco in the quarter-finals, Real Madrid are guaranteed to have a player reach the semi-finals through Morocco’s Brahim Diaz or France’s Kylian Mbappe, Aurelien Tchouameni and Ibrahima Konate. La Liga is scheduled to start on the weekend of August 14-16, and president Javier Tebas said World Cup players will receive three weeks of holiday and three weeks of pre-season under the agreement with the Spanish Footballers’ Association (AFE), prompting the league to split the opening matchday and move some games to a midweek date later in August. Tebas said the postponed first-matchday games could be played between the second and third matchdays, while other fixtures that could be affected include Barcelona vs Athletic Club, Atletico Madrid vs Malaga and Celta Vigo vs Osasuna, depending on which players reach the World Cup semi-finals.

More tokens linked to Noah Doe have been transferred on-chain after being dormant for nearly 15 years. According to Odaily, Galaxy’s head of research said monitoring shows additional Noah Doe-related tokens have moved on-chain, and the pace of transfers of dormant tokens claimed by Noah Doe has been accelerating month by month.

US President Donald Trump is traveling to Turkey this week for a NATO summit expected to focus on defense spending and support for Ukraine, according to Bloomberg. The meeting is also likely to be shaped by the aftermath of the US-Iran conflict and questions about Washington’s long-term commitment to the alliance, Bloomberg reported.

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加密分析师 Dennis Liu（又名 VirtualBacon）近日参加《The Rollup》播客专访。

随着Agentic AI和具身智能发展，未来内存需求将增长1000倍。

本期白线主播 Minta 想拆解一个近期资本市场绕不开的话题：SpaceX IPO。

加密市场没有消失，只是进入了更残酷的 K 型分化：赢家更快通吃，普通人更难等到慢牛。

本期聚焦当前 AI 行情中最关键的一条主线：Anthropic 的收入高速增长，正在改变市场对 AI 基础设施投入（AI Capex）的定价逻辑。

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。

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