RecodeX

📡 Hourly News Bulletin | 18:00-19:00

1. Jordan’s official sources deny the U.S. Embassy’s claim about the evacuation of the Aqaba airport and port due to “credible threats,” saying the report is untrue and that no threats were found.

2. Iran condemns the U.S. attack on its Darlhouhunder construction nuclear power plant, calling it a “terrorist attack” that violates international law, while the Revolutionary Guards announce control of the Strait of Hormuz.

3. Ali Qwen releases a preview version of Qwen3.8-Max with 2.4 trillion parameters and launches the Token Plan personal edition; the full version is scheduled to be open-sourced soon.

4. Futu Corporation (Eastmoney) expects net profit to grow year over year by 75%-95% in the first half of 2026, benefiting from active trading in capital markets and the integration of AI technology.

5. FIFA expects the 2026 World Cup to generate record profits of $15 billion, driven by the tournament’s expansion and growth in sponsorship revenue.

6. A CICC research report states that the index market is in a consolidation-to-preparation phase. The banking sector offers both absolute and relative returns; it recommends focusing on the convergence of the AI industry chain.

7. The valuation of Moonshot (Kimi) may exceed $30 billion. A Hong Kong IPO is imminent. Musk comments on its model and reveals that it will train a stronger model.

8. On the crypto derivatives platform Hyperliquid, there appear to be 1,660 BTC long orders (over $100 million), highlighting the risks of high leverage.

📡 On-the-hour briefing | 17:00-18:00

1. Bahrain International Airport suspends all flight operations. Iran shoots down a U.S. drone. The U.S. launches new airstrikes against Iran. Military tensions in the Middle East continue to escalate.

2. Xinyi Sheng is expected to achieve net profit of 7-8 billion yuan in the first half of 2026, up 77.56%-102.93% year over year, benefiting from growth in AI computing power investment.

3. The World AI Cooperation Organization is established in Shanghai. Representatives from 29 countries sign on. UN Secretary-General António Guterres visits China’s AI exhibition booth and emphasizes that AI needs global governance.

4. Bitcoin’s price is nearing $72,000. About 50% of the supply above $59,000 has completed turnover, suggesting the market bottom may be forming.

5. Several Nasdaq-100 ETF funds (Invesco, Harvest, E-fund, GF) as well as oil LOF and silver LOF warn of risks of secondary-market trading price premiums. If prices do not fall back, they will apply for a trading halt.

6. Tongguan Copper Foil expects first-half net profit to grow 486.49%-543.70% year over year, driven by tight supply for high-frequency, high-speed copper foil and an increased share of higher value-added products.

7. International Composites is expected to see first-half net profit up 151%-194% year over year, due to rising prices of electronic-grade fiberglass and strong gains on both volume and pricing for products.

8. Brokerages collectively reassure the market following a sharp decline in A-shares, proposing practical strategy guidance such as balanced position holdings. Meanwhile, Buffett notes that value investing is harder to spot in the current speculative environment.

📡 Hourly News | 16:00-17:00

1. Several AI-related companies, including XinYisheng, Chuang Data, and Don Tianwei, released their first-half performance forecasts. Net profit is expected to surge year over year, benefiting from increased AI compute infrastructure investment and improved product mix.

2. Choi Tae-won, chairman of SK Group, predicts that global semiconductor demand will grow by at least 50% next year. Demand in the AI sector is expected to rise by 60%-100%, while new supply is nearly zero, and the supply-demand gap may widen.

3. The competition for AI talent has intensified. DeepSeek offers a daily wage of 5,500 yuan for Tsinghua’s Yao Ban internship program, with a monthly pay exceeding 120,000 yuan. Major tech firms are stepping up efforts to recruit top AI interns.

4. Alibaba’s Qianwen announced that the Qwen 3.8 large model will be released soon and open-sourced. It has up to 2.4T parameters, and a preview version has already been made available on relevant platforms.

5. The World Artificial Intelligence Organization signed an agreement in Shanghai. All 29 countries became founding member states. Going forward, it will focus on three areas: capacity building, supply-demand matching, and global governance.

6. Iran released satellite imagery, claiming it destroyed a fighter jet hangar after an attack on a U.S. military base in Jordan. Geopolitical tensions remain high.

7. Cleveland Fed Chair hinted that the Federal Reserve may need to raise interest rates to curb inflation, with the market pricing in a 65% probability of a rate hike in September.

8. Moonshot (Per the report) has reportedly informed investors of a plan to list in Hong Kong at the earliest within six months. The company’s valuation may exceed $30 billion.

📡 Hourly News Brief | 15:00-16:00

1. Iran’s Islamic Revolutionary Guard Corps shot down a U.S. MQ-9 “Reaper” drone over Ahvaz, as tensions in the Middle East continue to escalate.

2. SenseTime Technology unveiled its flagship model, SenseNova U1 Pro, at the 2026 World Artificial Intelligence Conference, achieving deep integration of understanding, generation, and action capabilities, with native 8K resolution output support.

3. The IPO lottery results for Changxin Technology have been released: approximately 7.7022 million subscription numbers were allotted, with an issue price of RMB 8.66 per share.

4. Canada is facing its most severe wildfire season on record. More than 10 communities have been forced to evacuate, and threats by Trump to impose additional tariffs on Canada have sparked diplomatic friction between the U.S. and Canada.

5. A drone attack hit the offshore oil-loading terminal of the Caspian Pipeline Consortium, halting oil-loading operations. No crude oil leak occurred.

6. On the Shenzhen market, 900 companies have already released their H1 performance pre-announcements, with a pre-profit ratio of 57%. Strong gains are especially notable in sectors such as nonferrous metals and AI computing power.

7. Shanghai issued a yellow alert for heavy rain, forecasting that the central urban areas will experience short-term downpours of 60 mm or more within one hour.

8. Bitcoin has been trading in a narrow range between $64,000 and $66,000, with analysts saying that a breakout in the short term requires a catalyst to arrive.

📡 8-hour recap | July 19, 08:00-16:00

Over the past 8 hours, the situation in the Middle East has escalated sharply. The U.S. has carried out airstrikes on Iran for the eighth consecutive night. Iran, in turn, has attacked U.S. forces stationed at the Kuwaiti base. In the meantime, Brent crude in the over-the-counter market has broken through $88. At the same time, the 2026 World Artificial Intelligence Conference is being held in Shanghai. Multiple AI products and achievements in safety governance have been unveiled in concentrated fashion, and Mian Zhi Anmian plans to list in Hong Kong. The crypto market’s sentiment has warmed up, but stablecoins have continued to see net outflows; market attention remains switching between geopolitical risks and progress in the AI industry.

Macroeconomics & Geopolitics

1. Ongoing escalation in the U.S.-Iran conflict: For the eighth consecutive night, the U.S. has launched airstrikes in southern Iran, including on Qeshm Island and Bandar Abbas. Iranian forces have used drones to strike the U.S. base in Kuwait. Tensions in the Middle East are rising, and Brent crude in the over-the-counter market has broken through $88 per barrel.

2. Intensifying Russia-Ukraine conflict: Russian forces have carried out dense strikes on Ukraine’s capital, Kyiv, using ballistic missiles. Russia claims it hit related targets. Meanwhile, Ukrainian drones attacked a Russian logistics center, killing 8 and injuring 62.

3. China’s strong foreign trade data in the first half of the year: Tianjin’s total import and export value reached RMB 405.9 billion, setting a new historical high for the same period; exports grew 9.2% year over year. In Anhui, in the first half of the year, vehicle exports totaled 1.006 million units, up 1.2 times year over year.

4. The State Administration for Market Regulation issued a national standard titled “Guidelines for the Application of Credit Information of Individual Businesses,” clarifying the content of credit information and application scenarios.

5. Ongoing wildfire smoke haze in Canada continues to affect more than a dozen U.S. states. The U.S. and Canada have disputed responsibility for the wildfires, raising concerns about air quality for the World Cup final.

Artificial Intelligence & Technology

1. The 2026 World Artificial Intelligence Conference (WAIC) is being held in Shanghai. A number of AI safety governance achievements were released together. Tencent Cloud released the overseas version of ADP 4.0, Alibaba Cloud launched the world model HappyOyster 1.0, and Jiage Xingchen (Stepwise Star) and the Shanghai Qizhi Research Institute jointly established an institute for frontier research on agents.

2. Mian Zhi Anmian (Kimi for developers) plans to list in Hong Kong within the next six months. Annualized revenue is expected to grow from $402 million in April to $603 million in June, and its valuation could exceed $30 billion.

3. DeepSeek V4’s official version is expected to be released as early as tomorrow. Gray-scale testing suggests its coding ability is close to GPT-5.6 Sol, and its price may be lower.

4. Nubia’s first AI agent smartphone, the NaviX Ultra, made its debut at WAIC, equipped with a Doubao mobile assistant. The Xingyan Group released Baboo, a family-oriented proactive intelligent companion robot.

5. Nvidia has hired Nick Parker, a senior executive brought in from Microsoft, to serve as Global Sales Director, aiming to strengthen enterprise AI commercialization and deployment capabilities.

Crypto Market

1. Bitcoin’s price fluctuates in the $63,000–$64,734 range. The crypto fear index has risen back to 28, but the stablecoin market has seen net outflows of $12.4 billion over the past 62 days.

2. U.S. spot Bitcoin ETFs saw net inflows of $132.3 million last Friday, continuing the rebound after early-week declines. “Whale” addresses have continued adding to Bitcoin long positions, bringing them to 1,660 BTC.

3. BONK: Ongoing token transfers by the attacker have driven the price down 41% over 12 days. Korean exchanges posted the lowest weekly trading volume since May 2023.

4. South Korea’s financial regulators initiated sanctions against Upbit, the largest crypto exchange, accusing it of violating anti–money laundering and user protection requirements. The Financial Services Commission plans to introduce an AI monitoring system to strengthen supervision of virtual-asset trading.

5. MicroStrategy’s founder opposes the BIP-110 soft fork proposal. The cost for short-term Bitcoin holders has dropped to $69,000. Analysts believe the bear market may be close to ending.

Stock Market & Commodities

1. A-share ETF net inflows this week exceed RMB 210 billion. CSI 300 ETFs saw net inflows of RMB 40 billion. Brokerage firms view the tech sector’s correction as a phase of rotating from high to low rather than the end of the trend.

2. Quant private fund manager Pingfang and Investment announced it will use its own capital of RMB 100 million to subscribe to products under its own management. Previously, several private funds had already announced self-buying, indicating confidence in the market’s long-term outlook.

3. Feitian Moutai surged by RMB 35 per bottle, recording its largest one-day gain in nearly a month. It also drove the total price of top liquor single products to a five-day high.

4. Molybdenum prices have continued strengthening. Molybdenum-iron prices rose by RMB 1,500 in a single day. The cumulative gain for the first half of the year is nearly 30%. Tight supply and demand from emerging sectors are the main drivers.

5. Star-Chen Technology expects first-half 2026 net profit to grow 584%–650% year over year. Explosive demand for edge-side AI is expected to drive a quarter-on-quarter increase of 172%–208% in Q2.

Market sentiment & key focus: Geopolitical risk is driving near-term risk-hedging sentiment, supporting oil and gold prices. The AI conference acts as a catalyst for tech-sector confidence, but there are increasing protest activities related to the expansion of AI infrastructure. Crypto sentiment has improved, but liquidity is still relatively tight; watch the Mian Zhi Anmian IPO and the release of DeepSeek V4.

📡 Hourly News Bulletin | 14:00-15:00

1. Iranian forces use drones to attack the U.S. military base in Kuwait. Kuwait sounds air-raid alerts. Meanwhile, Russia carries out its most intensive ballistic missile strikes on Kyiv since the outbreak of the conflict, resulting in 1 death and 8 injuries.

2. The Dark Side of the Moon (Kimi developers) plans to go public in Hong Kong within the fastest six months. Annualized revenue is expected to rise from US$200 million as of April 2 to US$300 million as of June 3.

3. The central urban area of Shanghai issues a yellow hailstorm warning and launches a Level III response for flood and typhoon prevention. Hail and heavy rainfall are expected to occur in Jing’an, Hongkou, and Yangpu within two hours.

4. HeartMind Group’s first family-oriented proactive intelligent companion robot, BABU, is unveiled at the World Artificial Intelligence Conference, using multi-sensor fusion to perceive user behavior.

5. Multiple investment institutions in the Yangtze River Delta sign agreements to jointly build an artificial intelligence collaborative investment platform, promoting the development of regional industrial clusters.

6. The results of China Yangtze Memory’s (CXMT) IPO lottery will be announced on July 20. The issue price is RMB 8.66 per share, with a subscription (lottery) rate of about 0.47%.

7. South Korea’s financial regulators initiate sanctions against Upbit, the largest cryptocurrency exchange, alleging violations of anti-money-laundering and user protection requirements.

8. In 2026, total box office surpasses RMB 20 billion (RMB 20.0B). The summer season contributes RMB 4.28 billion. Five films, including “Pegasus 3,” are currently among the top five.

📡 Hourly News Update | 13:00-14:00

1. The dark side of the Moon Plan expects to list in Hong Kong within the next six months. After breakthroughs in next-generation model technology, its valuation is expected to exceed USD 30 billion, with annual recurring revenue already reaching USD 300 million.

2. Xingchen Technology expects its net profit for the first half of 2026 to grow year over year by 584%-650%. A surge in on-device AI demand is driving quarter-over-quarter growth of 172%-208% in Q2.

3. Russia’s Deputy Foreign Minister regards cooperation between Japan and Ukraine in the drone sector as an open act of hostility, and Russian forces will strike the relevant targets.

4. China’s total box office for 2026 (including pre-sales) is expected to exceed RMB 20 billion, with films such as Pegasus 3 temporarily ranking among the top five for the year.

5. TYC (Envision?) Technology expects its net profit for the first half to grow year over year by 54%-70%. High-nickel products are steadily ramping up in the high-end electric vehicle market.

6. The world’s first AI agent smartphone, Nubia NaviX Ultra, made its debut at WAIC, featuring a Doubao mobile assistant.

7. Aigorithm (Super?) expects its net profit for the first half to grow year over year by 50%-55%. The AIOS strategy is driving revenue growth of over 30%.

8. In the first half of the year, Shanghai completed investments of RMB 130.31 billion in major projects, up 6.7% year over year, meeting both milestones ahead of schedule—“achieving both by halfway point.”

📡 Hourly News Bulletin | 12:00-13:00

1. The U.S. military has launched consecutive attacks on Iran’s Qeshm Island. Iran reports that multiple missiles exploded, and the situation in the Middle East continues to escalate.

2. The official release of DeepSeek V4 is expected as early as tomorrow. Gradual rollout tests show its coding ability is close to GPT-5.6 Sol, though its price may be lower.

3. China’s Earthquake Administration released the “Action Plan for ‘Artificial Intelligence + Earthquake Disaster Prevention and Mitigation’ (2026–2028),” building an AI technology framework.

4. Jingshi Steel issued a statement regarding the UK government’s forced nationalization of its UK Steel business, demanding compensation for all investment losses.

5. Singapore is considering lowering the tax rate for hedge funds to attract more financial investments.

6. South Korea’s Financial Services Commission plans to introduce an AI monitoring system to strengthen regulation of virtual asset trading.

7. OneEye Technology has completed over RMB 1 billion in a Series E round, with its valuation exceeding RMB 10 billion, to fund R&D for embodied intelligence technologies.

8. The Whale address continues to add to its Bitcoin long position, reaching 1,660 BTC, worth about $107.4 million, indicating bullish sentiment.

📡 On-the-hour Briefing | 11:00-12:00

1. The U.S. military has carried out strikes against Iran for the eighth consecutive night. In response, Iranian forces used drones to attack U.S. bases in Kuwait, with tensions in the Middle East continuing to escalate.

2. Former Deputy Party Secretary and former President of the China Development Bank, Ouyang Weimin, is under investigation for suspected serious violations of discipline and law.

3. South Korea’s Ministry of Economy and Finance announced plans to relax foreign exchange rules, allowing foreign investors to trade more won-denominated bonds and borrow Korean won to boost the internationalization of the won.

4. During the 2026 World Conference on Artificial Intelligence, Shanghai’s humanoid robot pilot service platform was unveiled, and companies such as Ant Group and China Ping An launched a matrix of AI products.

5. NVIDIA hired Nick Parker, a senior executive brought from Microsoft, as global head of sales to strengthen the company’s ability to commercialize AI on the ground.

6. Last Friday, U.S. spot Bitcoin ETFs saw net inflows of $132.3 million, continuing the rebound after the early-week plunge; Robinhood Chain reported DEX trading volumes exceeding $528 million over the past 24 hours.

7. China’s auto industry released its first unified rule for calculating full-vehicle costs, aiming to curb low-price and disorderly competition.

8. Astronomers confirmed the presence of a rocky, super-Earth with an estimated habitability in the red-dwarf star’s habitable zone 25 light-years from Earth: GJ3378b.

📡 On-the-Hour News | 10:00-11:00

1. The U.S.-Iran conflict has sharply escalated. The U.S. has deployed more F-16 and F-35 fighter jets to the Middle East and launched airstrikes on Iran. Iran’s military warns it will deliver a “devastating retaliation,” and claims it struck U.S. military bases in Kuwait.

2. The 2026 World Artificial Intelligence Conference (WAIC) will be held in Shanghai. Moore Threads has announced progress on its “AI factory.” Alibaba Cloud has launched the world model HappyOyster 1.0. Meanwhile, it won’t hold a quantum-related release; instead, it has plans for an atomic-quantum AI foundation platform.

3. The Ministry of Water Resources reported that nine rivers in Heilongjiang, Liaoning, Guizhou, and other areas have experienced flood levels above warning thresholds. In Baise, Guangxi, due to heavy rainfall, the flood-control emergency response has been raised to Level 3.

4. In Anhui, auto exports in the first half of the year reached 1,006,000 units, up 1.2 times year-on-year, exceeding one million units five months ahead of schedule. In the same period, nationwide auto exports saw their first-ever mid-year total surpass five million units.

5. Molybdenum prices have continued to strengthen. The price of ferromolybdenum rose by 1,500 yuan in a single day. The cumulative gain in the first half was close to 30%. Tight supply and demand from emerging sectors are the main drivers.

6. The U.S. State Department issued a global security advisory, urging U.S. citizens worldwide to remain vigilant due to the risk of unexpected escalation amid tensions in the Middle East.

7. The cost for short-term Bitcoin holders has fallen to $69,000. Analysts believe the bear market may be nearing its end. Over the past 62 days, the stablecoin market has seen net outflows totaling $12.4 billion.

8. Ongoing wildfire smoke from Canada has continued to affect more than a dozen U.S. states, raising concerns about air quality at the venue for the World Cup final. The U.S. and Canada have sparred over responsibility for the wildfires.

📡 Hourly News | 09:00-10:00

1. Multiple missiles hit Gashm Island in southern Iran. The situation in the Middle East continues to escalate. For the eighth consecutive night, U.S. forces attacked Iran, and freedom of navigation through the Strait of Hormuz has sparked games between multiple parties.

2. The 2026 World Artificial Intelligence Conference (WAIC) is held in Shanghai. Several AI safety and governance achievements are released in focus. Companies including Zhongke Wenge and Yuntian Lifei have unveiled AI decision-making product frameworks and compute-power roadmaps.

3. Market sentiment in cryptocurrencies has rebounded. The Fear Index has risen to 28, but the attackers behind the BONK treasury have continued to transfer tokens, causing the price to fall 41% over 12 days. Meanwhile, the weekly trading value on Korean exchanges hit a new low since May 2023.

4. Feitian Maotai surged by 35 yuan per bottle, marking the largest single-day gain in nearly a month. This lifted total prices of major liquor single products to a five-day high, but the low-range consolidation pattern has not been fully reversed.

5. Pingfang Investment (a quantitative private fund) announced it will use its own capital of 100 million yuan to subscribe to products under its umbrella. Earlier, several other private funds also announced their own purchases, showing confidence in the market over the long term.

6. The signing for the first city-level green token factory took place in Changzhou. Seven parties will jointly build a computing-and-power coordination ecosystem to advance the greening of AI infrastructure.

7. A Ukrainian drone attack on a Russian logistics hub resulted in 8 deaths and 62 injuries. The Russia-Ukraine conflict continues to escalate, with both sides striking each other’s infrastructure.

8. In the first half of the year, Tianjin’s total foreign trade import and export value reached 405.9 billion yuan, a record high for the same period. Exports grew 9.2% year over year.

📡 Hourly News Briefing | 08:00-09:00

1. Reports of explosions near Bandar Abbas in southern Iran and Geshm Island. The U.S. has launched airstrikes on Iran for the eighth consecutive night, while Brent crude in the gray market has broken through $88.

2. The First World Artificial Intelligence Conference·Academic opens in Shanghai. Tencent Cloud releases the overseas version of ADP 4.0, and Jietiao Chenzhen jointly establishes an AI agent frontier research institute with the Shanghai Qizhi Institute.

3. In the first half of the year, production of natural gas from the Southwest Oil and Gas Field exceeded 25 billion cubic meters. Oil-and-gas equivalent hits a historical high. Iraq and Syria sign an agreement to repair the crude oil export pipeline.

4. This week, net inflows into A-share ETF products exceeded RMB 210 billion. Net inflows into the CSI 300 reached RMB 40 billion. Brokerages view the adjustment in the technology sector as a phase of high-to-low rotation rather than the end of the trend.

5. Bitcoin prices fluctuate in the range of $63,000 to $64,734. MicroStrategy’s founder opposes the BIP-110 soft fork proposal, and the crypto fear index rises to 28.

6. England defeated France 6-4 to win third place at the World Cup. Mbappé scored two goals to become the World Cup all-time top scorer with 22 goals, and Deschamps ends his coaching tenure.

7. The State Administration for Market Regulation releases the national standard 《Guidelines for the Application of Credit Information of Individual Businesses and Sole Proprietors》, clarifying the content of credit information and application scenarios.

8. COMAC (China Commercial Aircraft Corporation) signs a purchase agreement and a strategic cooperation memorandum with Cambodia for 20 C909 aircraft, deepening cooperation on aviation safety and talent cultivation.

📡 Hourly News Report | 07:00-08:00

1. Escalating US-Iran conflict: The US military launches another round of airstrikes on Iran. Areas including Hajjiabad are hit. Two US service members are killed in an attack on a base in Jordan, further heightening tensions in the Middle East.

2. England beats France 6-4 to take third place at the 2026 World Cup for the United States, Canada and Mexico. Mbappé scores twice to lead the scoring charts and holds the No. 1 spot on the all-time World Cup scorers list.

3. The People’s Daily leads with coverage of President Xi Jinping attending the World Artificial Intelligence Conference, highlighting efforts to promote the development of global AI toward being beneficial and upwardly oriented, and reporting economic dynamics such as growth in high-tech manufacturing.

4. Kyiv, the capital of Ukraine, is hit by Russian ballistic missiles. Reports say there were frequent explosions and continued air-raid alerts that have drawn widespread attention.

5. Jietao Xingchen and the Shanghai Institute of Intelligence Science and Research co-build the “Frontiers Research Institute for Agents,” focusing on agent networks, AI security, and other directions, to help develop the industry ecosystem.

6. Dongguan Securities’ net profit surged by more than 70% in the first half of the year, delivering the most impressive results among securities firms waiting in the IPO queue, boosting market confidence.

7. Microsoft confirms that the Windows Server Update Services (WSUS) update service has experienced a severe performance slowdown, affecting the speed of enterprise client synchronizations. The company is urgently working on a fix.

8. In the US, 42 states hold 142 protest events against AI data center expansion, reflecting public concerns about the growth of AI infrastructure.

📡 8-hour recap | July 19, 00:00–08:00

Over the past 8 hours, the conflict between the US and Iran has sharply escalated. The U.S. launched multiple airstrikes on Iran, leading to disruptions to traffic in the Strait of Hormuz; oil prices surged and global markets’ risk-off sentiment intensified. Meanwhile, the cryptocurrency market rebounded amid volatility: Bitcoin returned to around $65,000, but regulatory and geopolitical risks are intertwined. In the AI sector, attention centers on Meta and Anthropic’s $10-billion-plus deal and the release of a new Nvidia tool.

Geopolitics

1. Full-scale escalation in the US-Iran conflict: The U.S. carried out airstrikes on Iran’s southern Hormozgan Province for seven consecutive nights, causing 116 communication towers to go down and destroying the Boney Sea water desalination plant, cutting off drinking-water supply for about 10,000 residents. Iran retaliated against U.S. bases in Kuwait, Jordan, and Bahrain. Two U.S. servicemembers were killed in Jordan, and one is missing.

2. Tense situation in the Strait of Hormuz: The U.S. carried out a naval blockade and rerouted five cargo ships. Brent crude returned above $88, and New York spot crude (off-exchange) broke above $83. The EU and Gulf countries issued a joint statement calling for Iran to permanently and unconditionally open the strait.

3. Khamenei’s statement: Iran’s Supreme Leader Ayatollah Khamenei said the U.S. has repeatedly violated the memorandum of understanding, called the Trump administration’s signed move “worthless,” and warned it would deliver to the U.S. “an unforgettable lesson,” urging unity at home.

4. Jordan becomes a new focal point: Iran carried out four attacks within five days that killed two U.S. servicemembers. A Kuwaiti firefighter was injured while responding to a fire sparked by an Iranian attack. The U.S. plans to deploy nearly 100 refueling aircraft to the Middle East to expand the scope of military operations.

5. Iraq and Syria sign a memorandum: They plan to rebuild the oil export pipeline from Kirkuk to Banias to address a sharp collapse in oil exports caused by disruptions in the Strait of Hormuz.

Cryptocurrencies

1. Bitcoin price rebounds to around $65,000. Spot Bitcoin ETFs saw net inflows of $132 million. Analysts found on-chain signals suggesting the worst of the bear market may already be over, but if it falls below $61,359, the liquidation intensity of long positions could reach $667 million.

2. A year after the U.S. GENIUS Act passed: It establishes the first federal regulatory framework for digital assets. The next step is to push the CLARITY Act. Senator Warren urged Trump to disclose his cryptocurrency income before the vote to address concerns about morality.

3. France bans Polymarket for violating gambling laws, determining that it carries risks of market manipulation and insider trading. Uniswap plans to enable protocol fee collection for some v4 liquidity pools for the first time.

4. Volatility is significant: XEC surged more than 55% after being listed for perpetual contracts. BONK fell 40% after funds were withdrawn from the treasury. Dogecoin shorts were liquidated to zero. Shiba Inu’s burn volume jumped 140%.

5. About $1.6 billion in crypto liquidity is sitting idle, losing $542 million in trading opportunities each week. Large traders are betting that Bitcoin will rise to $72,000 by the end of the month. Galaxy Digital CEO calls for bipartisan compromise to push regulatory rules.

AI and Technology

1. Reports say Meta is in talks with Anthropic on a $10-billion AI deal involving leased computing resources, highlighting that demand for AI compute power continues to surge. Nvidia released DeepStream 9.1, adding 13 agent skills and multi-view 3D tracking capabilities.

2. France and Germany announce joint R&D on European indigenous military software to replace U.S. Palantir products, aiming to reduce reliance on American defense technologies. A former White House AI policy official praised the Kimi K3 model for strong performance in agent programming scenarios.

3. Oracle redirected its new AI data center project in New Mexico from gas turbines to more expensive fuel cells due to licensing hurdles, increasing costs by billions of dollars. Samsung Electronics’ U.S. unit will cut 739 jobs in New Jersey.

4. Amazon’s Zoox voluntarily recalls 105 vehicles after its autonomous taxis failed to detect smoke and drove into it, to fix software issues. Billionaire investors warn that AI company valuations are too high and could face structural threats similar to a rupture of the dot-com bubble.

Macroeconomics and Commodities

1. The US-Iran conflict pushes up oil prices: Brent crude is back above $88, and New York crude (off-exchange) broke above $83. China’s central bank secretly bought 63 tons of gold via the London OTC market in May–June, marking at least the largest monthly purchase in more than two and a half years.

2. The ECB keeps a hawkish rate-hike stance, postpones this week’s hike but does not rule out September hikes. Inflation risks have returned to the baseline as the Middle East situation evolves. Italian research shows that extreme heat could cost the country €6 billion to €12 billion per year in economic losses.

3. The U.S. long-term unemployment rate is approaching the highest level since the end of 2021. Nearly 2 million Americans have been unemployed for at least half a year. The U.S. and Saudi Arabia plan to sign a civil nuclear cooperation agreement allowing Saudi Arabia to enrich uranium, but it does not require acceptance of the strictest inspections, raising concerns about nuclear proliferation.

Market sentiment summary: Geopolitical conflicts dominate the market. Risk-off sentiment lifts oil and gold, while crypto rebounds amid volatility but regulatory uncertainty remains. Capital continues flowing into AI, but concerns about an asset valuation bubble are intensifying.

📡 Hourly Broadcast | 06:00-07:00

1. At 06:00 Beijing time, the U.S. military launched a new round of airstrikes on Iran, aiming to weaken its ability to threaten shipping through the Strait of Hormuz and to punish Iran’s Islamic Revolutionary Guard Corps for attacks on U.S. forces in Jordan.

2. U.S. missile strikes hit the Sereek region in southern Iran. A water desalination plant in Hormozgan Province was destroyed, cutting off drinking-water supplies for about 10,000 residents.

3. Iran’s Supreme Leader issued a statement condemning the United States for violating a memorandum of understanding, calling on domestic unity to deal with the crisis. Meanwhile, Iran’s Ministry of Foreign Affairs stressed that if the U.S. fulfills its commitments, Iran will also honor its pledges.

4. Jordan has become the new focal point of the U.S.-Iran conflict. Within five days, Iran carried out four attacks, resulting in the deaths of two U.S. servicemembers and one missing. A Kuwaiti firefighter was injured while responding to fires caused by the Iranian strikes.

5. Iraq and Syria signed a memorandum to rebuild the crude-oil export pipeline from Kirkuk to Banias, in response to a sharp drop in crude-oil exports caused by disruptions in the Strait of Hormuz.

6. Bitcoin rebounded to around $65,000 amid the AI impact and concerns about the crypto bill. Galaxy Digital CEO called for bipartisan compromise to advance regulatory rules.

7. In the World Cup third-place match, England led France 4-0 at halftime. Mbappé, with 22 goals, became the top scorer in World Cup history.

8. Samsung Electronics’ U.S. unit will lay off 739 employees in New Jersey. At the same time, Galaxy Watch 9 has confirmed it will feature Qualcomm’s Snapdragon Wear Elite chip.

📡 Hourly News Update | 05:00-06:00

1. The U.S. says two U.S. service members were killed in an attack in Jordan. Trump responded, calling it “heartbreaking,” and emphasized that Iran cannot develop nuclear weapons. Iran later paused its implementation of the interim agreement.

2. Billionaire investor warns AI companies are overvalued and may face structural risks similar to the bursting of the internet bubble.

3. Data shows that if Bitcoin falls below $61,359, the liquidation strength of long positions on major exchanges will reach $667 million.

4. Oracle, citing licensing barriers, has shifted its new New Mexico state AI data center project from gas turbines to more expensive fuel cell technology, increasing costs by several billion dollars.

5. Samsung Electronics’ U.S. subsidiary will lay off 739 employees in New Jersey.

6. French regulators, citing addiction-related mechanisms, ordered internet service providers to block the prediction market platform Polymarket.

7. A former AI policy official at the White House praised the Kimi K3 model, saying it performs exceptionally well in agentic programming scenarios and can rival the best open models in the first quarter of 2026.

8. Zoox, an Amazon subsidiary, voluntarily recalled 105 vehicles after an uncrewed taxi failed to detect smoke and drove into it, to fix a software issue.

📡 Hourly News Briefing | 04:00-05:00

1. Iran launches an attack on U.S. military bases in Jordan, damaging multiple helicopters and injuring dozens of U.S. service members. Tensions between Iran and the U.S. escalate, and the situation in the Strait of Hormuz remains tense.

2. British Prime Minister-elect Bearnam announces the cancellation of the digital ID program, redirecting resources to ease cost-of-living pressures. The program’s prior cost estimate was about £1.8 billion.

3. The European Central Bank maintains a readiness posture for further rate hikes, postponing this week’s hike but not ruling out a September rate increase. Inflation risks have returned to square one due to the Middle East situation.

4. The U.S. and Saudi Arabia plan to sign a cooperation agreement allowing Saudi Arabia to enrich uranium, but without requiring acceptance of the strictest safeguards. Critics warn it may help develop nuclear weapons.

5. Senator Warren urges Trump to disclose his cryptocurrency holdings by July 23, to assess potential conflicts of interest when legislation is considered by Congress.

6. China’s central bank secretly purchased 63 tons of gold through the London over-the-counter market during May–June, marking the largest monthly buying volume in at least two and a half years.

7. Nvidia releases DeepStream 9.1, adding 13 agent skills and multi-view 3D tracking, and supports building video analytics pipelines with natural language.

8. The EU and Gulf states issue a joint statement calling on Iran to permanently and unconditionally open the Strait of Hormuz, rejecting any claims of sovereignty or control.

📡 Hourly News | 03:00-04:00

1. The United States launches military strikes against Iran, causing disruption to traffic in the Strait of Hormuz. Oil and energy prices soar as the U.S. military strictly enforces a maritime blockade and diverts five merchant vessels.

2. An explosion occurs at the port city of Bandar Abbas in Iran. Initial reports suggest it may be related to the Revolutionary Guard issuing warnings to non-compliant ships, rather than a U.S. attack.

3. The European Union and Gulf states issue a joint statement urging Iran to permanently and unconditionally open the Strait of Hormuz for free, opposing claims of illegal sovereignty or control.

4. Bitcoin rises 1.02% to $64,086. Spot Bitcoin ETF net inflows reach $132 million, as the market watches the progress of the CLARITY Act.

5. Senator Warren urges Trump to disclose his cryptocurrency income before the CLARITY Act vote to address ethical concerns.

6. France blocks access to prediction market platform Polymarket, deeming it an unlicensed gambling site, sparking global regulatory attention.

7. The U.S. Department of State issues a worldwide security alert, saying the situation in the Middle East may experience unexpected escalation and advising U.S. citizens to remain vigilant.

8. Two U.S. service members die in Iranian ballistic missile and drone attacks on Jordan; another is missing.

📡 On-the-hour News Briefing | 02:00-03:00

1. Escalation of the U.S.–Iran conflict continues: The U.S. military has launched strikes on Iranian facilities for seven straight nights. Iran has retaliated against U.S. forces’ bases in Kuwait, Jordan, and Bahrain. Two U.S. soldiers were killed in Jordan, one is missing. Brent crude has returned above $88.

2. The U.S. plans to deploy about 100 tankers in the Middle East to expand the scope of military actions against Iran—either widening operations or further heightening regional tensions and affecting global energy markets.

3. Crypto services for ordinary users that JPMorgan and Coinbase announced nearly a year ago have still not launched.

4. New York crude oil’s off-book (OTC) market breaks above $83, up more than 1.5% on the day. After SpaceX fell below its issuance price, “Cathie Wood” bought the dip again, adding $18.3 million.

5. On-chain signals for Bitcoin suggest the worst period for the bear market may be behind us; historically, this signal has appeared near bottom levels.

6. One year since the U.S. GENIUS Act was passed: the first federal regulatory framework for digital assets has been established. The next step is to advance the CLARITY Act.

7. Google Cloud releases the Always-On Memory Agent, enabling continuous LLM memory integration without using a vector database, powered by Gemini 3.1 Flash-Lite.

8. Nearly 2 million Americans remain unemployed for at least half a year; the long-term unemployment rate is approaching its highest level since late 2021.

📡 Hourly Update | 01:00-02:00

1. The U.S. Central Command said two U.S. service members were killed in Jordan in an Iranian ballistic missile attack, and another is missing. The incident has sharply worsened U.S.-Iran relations.

2. Iran’s Supreme Leader Khamenei accused the United States of repeatedly breaching agreements, saying Trump’s signature is “worthless,” and warning that if attacks continue, they will face “an unforgettable lesson.”

3. Research from Italy shows that extreme heat could cause the country economic losses of between €6 billion and €12 billion per year, affecting business, tourism, and labor productivity.

4. Indonesia’s Minister of Investment said he is confident about the future of investment cooperation between China and Indonesia, stressing that Indonesia will continue to implement policies to promote trade and investment.

5. The Trump administration plans to provide funding for Europe-friendly MAGA projects, redirecting U.S. foreign aid, including allocations for “countering scrutiny,” among other items.

6. After failing to break through the $88 resistance level, the Solana price fell to $75, but the ascending channel structure remains intact.

7. About $1.6 billion in crypto liquidity is idle; each week it loses $542 million in trading opportunities. Large traders are betting that Bitcoin will rise to $72,000 by the end of the month.

8. France has banned Polymarket for violating gambling laws, ruling that it poses risks of market manipulation and insider trading.