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Today · 2026-09-01 · Tue

Iranian Revolutionary Guard Corps: United States attack “seriously disrupts” the resumption of shipping in the Strait

On 9 July, the Iranian Revolutionary Guard Corps stated that the strike by the United States forces would not only trigger a “destructive response” by Iran, but would also disrupt traffic in the Strait of Hormuz, a key shipping route. In a statement, the Revolutionary Guard Corps of Iran stated that the current volume of shipping had returned to 50 per cent of pre-war levels and attributed the current disruption to Washington's “adventure and intervention” on the route. It also stressed that “foreign forces have no interest in this land or in the Strait of Hormuz”. Kim Xian

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Iran sent a clear message to the war mediation

The former Ambassador of the United States to Tunisia, Joey Hood, stated that the diplomatic efforts of the United States and Iraq had come to an end. Hud noted that there was a pattern of Iranian attacks on merchant vessels, at least two of which were directed at Qatari vessels or vessels carrying Qatari crude oil and liquefied natural gas. He said: “Many of these attacks are not really directed at the United States, but at the Gulf States”. Hud noted that the United States military bases in the Gulf area were used mainly for training and exercises, and that the United States side did not actually deploy much personnel or equipment in those locations, much less in a state of exposure. He said that these Iranian attacks were “a signal to the Gulf States, particularly to the mediation: In this conflict, you better be on our side now”. Kim Xian

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Mask: Acknowledging that Anthony was previously underestimated, claims that he is now undoubtedly the leader of the AI industry

On 10 July, Mask stated in social media that he had “manifestly misread Anthropic”, stating that no company had published a model as good as his Mythos/Fable, and that Anthropic was expected to launch Mythos 2 soon. He claims that even if Anthropic were a competitor, he would not himself take restrictive measures that seriously harm the other party's development, “that is not my style”. Mask further indicated that Tesla had patented and opened its supercharged network to its competitors; and SpaceX launched its rival satellite system without raising prices or setting unfair terms。

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United States military operations remain relatively limited but highly susceptible to miscalculation

Abbas Aslani, a senior researcher at the Middle East Strategic Research Centre, based in Tehran, stated that the fatal strike launched by the United States was counter to Iran's insistence on the “new security arrangements” in the Strait of Hormuz. He indicated that Trump had initially viewed the interim agreement as a “release mechanism” to avoid a larger war with Iran. According to Aslani, “he is under pressure from domestic public opinion, as well as from the Israeli side, which may have been the reason why he took such action to make up for himself”. As the situation becomes more complex, the window for diplomatic solutions is shrinking. He noted that Iran viewed these strikes as an attempt to weaken its control over the Strait of Hormuz, but that despite military pressure, the Tehran side maintained its position. According to Aslani, “These recent aggressive actions are relatively limited in timing, scope and scale... Perhaps the United States is not willing to ignite a keg of gunpowder for regional conflicts”. However, the situation remains extremely volatile. “This is tantamount to playing with fire, and any miscalculation could lead to a situation out of control, which could lead to a regional war. Although that is not yet the case, it is highly likely that this will happen.” Kim Xian

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Meta dived at 4%

On 9 July, Meta fell 4 per cent in front of the plate. According to the news, Meta plans to start producing IRIS artificial intelligence chips in September, and plans to double the computing capacity to 14 GW next year. Meta plans to deploy a 7-Jiva computing infrastructure this year. To expand the computing infrastructure, Meta has entered into long-term, multi-year supply agreements, as shown in the memorandum. These include a memory chip protocol with Samsung electronics, a flash memory protocol with Sandisk, and a fibre-optic device agreement with a fellow electrician。

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OpenAI launch ChatGPT Work smart body sustainable hours of follow-up mission

On 10 July, OpenAI launched ChatGPT Work, driven by GPT-5.6, the latest front-line model series, where the new Chatgpt desktop application integrates chats, jobs and Codex. ChatGPT Work is an intelligent body that can operate across applications and documents and can follow up on projects for hours if necessary, and translates the objectives directly into work done. It allows for the collection of information across applications and workflows, the generation of finished content such as tables, slides, documents, web-page applications, and the independent implementation of complex projects through dismantling into small steps, with several hours of continuous follow-up. ChatGPT Work is supported by the capability of the front-line flagship model GPT-5.6, which is being synchronized today. GPT-5.6 allows ChatGPT to achieve the highest standards of multi-step task reasoning, generation of customized user templates and reference document content。

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82 tons of gold accumulated by the Polish Central Bank during the year while the price of gold fell

On 10 July, according to Polish Central Bank Governor Graminski, the Central Bank of Poland bought billions of dollars worth of gold, taking advantage of the recent fall in gold prices. At a press conference in Warsaw on Thursday, Graminski indicated that 82 tons of gold had been purchased by the Bank so far this year. This means that since the last official data release in April, the Bank has purchased an additional 37 tons of gold, valued at approximately $5 billion at current prices. “Take advantage of the recent fall in prices, we keep buying gold.” Grapinski said. Poland reported more gold purchases in 2025 than any other central bank, and this record is expected to continue this year. Gold prices have fallen by more than 10 per cent since April. Grapinski reaffirmed the Polish Central Bank ' s target of 700 tons of gold reserves. He indicated that the Bank currently held 632.4 tons of gold, of which 105 tons were in Poland and the remainder in London and New York respectively。

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Morgan Chase: Bitcoin ' s greatest risk is not Strategy ' s sale, but a block chain uses a public chain and a token

On 9 July, the Morgan Chase analyst team stated that the market regarded Strategy ' s Bitcoin sales plan as a key risk for the encrypted market, but that it was not the main structural threat to Bitcoin. The more fundamental risk lies in the fact that monetization, payment and settlement are increasingly taking place on a licensing infrastructure that does not require a public chain. If this trend continues, the entire encrypted ecology may face a “structural downgrading”, with a slowdown in transaction activity, a decline in liquidity and a weakening of capital inflows, and ultimately a drag on bitcoin. Analysts put it straight: In our view, the more important risk arises from the way in which block chains are used in traditional finance to continuously bypass public unauthorized networks. The analysts explained that, to date, the institution has adopted a clearly biased licensing chain, which poses a competitive threat to public chains such as the Taifaf because of its advantages in privacy, KYC/AML control, governance, throughput, legal accountability and regulatory certainty. If tokenized deposits are widely adopted, particularly in the non-transferable form favoured by regulators, they may weaken the demand for stable currency in institutional payments and settlements; the SWIFT block-link scheme and the CBDC projects, such as the digital euro and the digital renminbi, further strengthen the regulated alternatives. In a real world asset monetization market of about $50 billion, although it currently accounts for a certain share of the table, it is more likely to reflect early experiments rather than long-term market structures — with the introduction of institutions, the issuance, hosting, settlement and life-cycle management may be more accomplished in private or licensed infrastructure that meets identity, confidentiality and operational resilience requirements, and the public chain is used only for distribution and limited secondary transactions。

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THE SUPREME COURT OF THE UNITED STATES RULED THAT THE PRESIDENT HAD THE POWER TO REMOVE THE HEAD OF THE INDEPENDENT REGULATORY BODY, AND THAT THE SEC AND CFTC ENCRYPTION RULE-MAKING PROCESS ADDED UNCERTAINTY

On 9 July, the Supreme Court of the United States ruled in 6 to 3 favouring President Trump ' s extension of the right of recall to the leaders of independent federal agencies, a decision that is spreading over the SEC and CFTC, which are moving ahead with the development of the code of encryption. Both institutions operate on a cross-party basis, but the CTC currently has only one member of its Chairman, Michael Selig, and all three of its members are Republican. A former agency official described the decision as regrettable, arguing that a smaller number of members meant less intellectual collisions and debate, which could lead to a lesser result because fewer people participated in the discussion. The rules adopted by the Inter-Party Committee are usually more sustainable and, in the absence of bipartisan support, it is easier for future opponents to overturn the rules on the grounds that they have not been fully debated. At the legal level, former CFTC officials pointed out that the rules had full legal force as long as they were drafted in accordance with the Code of Administrative Procedure, no matter how many members voted in favour of them — the advantage of a single-member body was that decision-making was faster, but the risk was that lack of compromise could lead to further errors. In addition, the Trump family encryption company ' s financial disclosure revealed hundreds of billions of dollars of bitcoin and Ethera, and the Health Markets Association CEO Tyler Gellasch stated that politics is cyclical and that the stronger the wind today, the more likely the industry is to face a political hurricane in the future. It is a matter of concern that the decision, if applied under a future Democratic Party Government opposed to encryption, could remove dissenting voices and undermine the capacity of public accountability institutions. Parliament is currently considering a landmark bill to allocate authority over digital assets to the SEC and CFTC, and the MPs have urged Trump to appoint more CFTC members to move the legislative process forward。

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QIZ Security Completion of $17 million seed ship finance

On 9 July, QIZ Security, the encryption posture and back Quantification (PQC) management platform, announced the completion of $17 million in seed-wheel financing, with the participation of Bessemer Venture Partners and Merlin Ventures, Evoltion Equality Partners, Qbeat Ventures, Singtel Innov8 and Qino Cyber Capital. This round will be used to accelerate product development and market expansion. QIZ Security was created by Ben Volkow, Lenny Ridel and Itan Barmes, a team with many years of experience in the areas of cybersecurity, business services and back-quantification, of which Barmes was previously in charge of the Deloitte Global Quantum Network Security Preparedness Team. Its platform, which helps businesses to identify and assess the risks of encrypted assets and to advance remedial measures, is now being applied in such sectors as finance, telecommunications, health care and critical infrastructure, and has established partnerships with Cisco, AWS, Google, CrowdStrike, Deloitte, Young Young and IBM。

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MARA BOUGHT UP TO $600 MILLION FROM TEXAS 2000 MW CALCULATOR PARK PROJECT

On 9 July, the Mala Holdings subsidiary Volt Texas and HIF USA signed an agreement to acquire most of the MAT 1177 LLC shares in the Texas Data Infrastructure Park project, retaining only a few of the seller ' s shares. The project company has a letter of intent signed with the electric power company to provide up to 2000 MW of electricity to the park for the construction of a large digital infrastructure park that can support high performance calculations and mining with Bitcoin. The transaction value is paid in milestones, with cumulative acquisitions of up to $600 million if all development milestones are completed, and the associated land acquisitions, electricity access and the implementation of the subsequent data centre lease will trigger the instalment obligation。

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Santiment: The market's FUD mood for SOL reached its highest point in 2026, usually watching the signal rise

On 9 July, the encryption research institute Santiago noted that the market's FUD (fear, uncertainty and suspicion) sentiment towards SOL reached its highest point in 2026, which usually saw the signal rise. Solana is currently experiencing a bad emotional mix: the trade volume has fallen to its lowest level in 2026, while negative comments have just risen to the highest level in the year. A large part of the frustration stems from the fact that, despite Solana’s strong narratives about monetization of shares and RWA (real world assets), prices have not yet yielded meaningful returns to traders. This is an interesting place, where when the mood is too negative and trading activities are low, when large households decide to push up prices, they often face less resistance to bulk sales. At a time when traders least expect a rebound, SOL may be in this low-profile, high-fUD region, vulnerable to rapid and high price fluctuations。

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A giant whale continues to add up to 100 in NASDAQ

On 9 July, a whale address, monitored by EmberCN, continued to operate over the past three hours with more XYZ100 (Nasdac 100 index), and the size of the warehouse has now increased to approximately $61.5 million, and has not stopped. The address is still being bought through TWAP (time-weighted average price) orders on a continuous basis, indicating that it is continuing to expand the NASDAQ 100 index multiple silos in a phased manner。

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