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According to Jinshi reports, Deutsche Bank expects that the Federal Reserve will keep interest rates unchanged in 2026, whereas the previous forecast was for a rate cut in September.

According to Xinhua News Agency, the spokesperson for the Iranian Foreign Ministry said that the United States proposed a package plan to Iran and hoped that Iran would "accept it in full." The U.S. knows very well that "this is impossible," and it does not conform to the logic of negotiation and dialogue. The spokesperson stated that Iran had previously submitted 10 ceasefire terms to the U.S. through Pakistan in response to the so-called U.S. ceasefire "15-point plan."The spokesperson said that with the participation of countries along the Persian Gulf, Iran is fully capable of ensuring the security of the Middle East, provided that the U.S. stops military intervention and war provocations. Any intervention from outside the region will only complicate the issues further. Many European countries are wise to "avoid falling into the U.S. military trap."

According to QCP Group analysis, BTC followed the overnight rebound of risk assets, rising to the mid-range of $74,000, triggered by the news of a preliminary framework agreement between the U.S. and Iran. However, long-term yields remained almost unchanged, gold maintained high levels, and the bond market did not follow suit, indicating that this rebound is merely a relief from headline risks rather than a substantive geopolitical resolution.The core contradiction lies in the uranium enrichment issue—Iran is currently enriching at 60%, while the U.S. demands a reduction to below 20%. Iran has yet to signal any compromise, and this issue has been unresolved since 2015. In terms of market structure, BTC spot is slowly rising against a backdrop of negative funding rates and low open interest, showing that shorts are still resisting and pushing for a short squeeze, but the options market has failed to confirm a breakout—short-term ATM volatility remains around 40, and one-month volatility is still lower than three-month volatility, with demand for downside protection still stronger than the willingness to chase upside.On the macro level, the Federal Reserve's net rate cut space for this year is close to zero, and liquidity conditions remain tight. QCP believes that this round of market activity is essentially a geopolitical-driven relief rebound rather than a fundamental shift in the macro landscape, and the market needs to be wary of the risk of a pullback after the rebound.

According to monitoring by the cryptocurrency data agency Kaiko (@KaikoData), South Korea accounts for 30% of the global cryptocurrency trading volume, with altcoin trading making up as much as 85%, Bitcoin only accounting for 9%, and Ethereum at 6%, with a weekly trading volume of approximately $26 billion.In contrast, Japan's yen-denominated trading averages only between $2 billion and $3 billion per month, distributed across four exchanges, which is far less than South Korea. However, the depth of the Bitcoin market in Japan is 3 to 5 times that of South Korea, indicating that the liquidity quality in the Japanese market is superior.

Trump posted on Truth Social that the meeting went very smoothly, and most of the content reached a consensus, but the only truly important issue—the nuclear issue—was not resolved.Starting today, the most elite U.S. Navy will begin to blockade all ships attempting to enter or exit the Strait of Hormuz. We will eventually achieve a situation where "all ships can enter and exit," but Iran has obstructed this process by claiming "there may be mines somewhere," which only they know about. This is extortion on a global scale, and world leaders, especially U.S. leaders, will never yield to such extortion.I have instructed the Navy to search for and intercept all ships that pay tolls to Iran in international waters. Anyone who illegally pays tolls will not be able to safely navigate the high seas. We will also begin to destroy the mines that Iran has laid in the strait. Any Iranian who dares to fire upon us or peaceful vessels will be blown to smithereens! Iran knows better than anyone how to end this crisis that has already destroyed their country.Their navy is gone, their air force is gone, their air defense systems and radar are virtually non-existent, Khomeini and most of their "leaders" are dead, all stemming from their nuclear ambitions. The blockade is about to begin. Other countries will also participate. We will never allow Iran to profit from this illegal extortion. They want money, and more importantly, they want nuclear weapons. Furthermore, at the right moment, we are fully prepared, and our military will completely destroy what remains of Iran!

Sun Yuchen pointed out today during the Space live broadcast themed "The Underlying Financial Infrastructure of the AI Agent Era" and "B.AI Officially Launched": In the future, the standard for measuring national strength will no longer be traditional GDP, but rather the annual consumption of Tokens; blockchain grants AI independent accounts and payment capabilities, allowing AI to truly transition from a "tool" to a "digital life" with economic rights. In the upcoming Agent era, individuals can drive countless "digital lobsters" to complete the closed loop from code to results, achieving geometric growth in productivity.This means that B.AI is committed to building the foundational economic engine for the AGI era. It not only provides AI with independent economic sovereignty for settlement but also lowers the innovative labor force through an open-source ecosystem, making "companies" possible. When AI can create a sense of security for individuals through instant feedback, and global settlement is no longer a concern, all of humanity will truly welcome the comprehensive liberation of productivity.