BitMartの7月2日付マーケットセンチメントレポートによると、暗号通貨市場の時価総額は前日比1.3％減の約3兆2,700億ドル、BTCは10万5,000～10万6,000米ドルの間で推移しており、短期トレンドは方向感に欠ける。BTCは105,000～106,000USDTの間で推移、短期トレンドは方向感に欠ける。 昨日、BTC ETFから3億4,200万ドルの純流出があった。ETHは現在2,400USDT前後で推移、短期トレンドは弱く、依然として平均値の圧力下にある。BitMart X Insightのデータによると、現在の暗号市場のセンチメントは極めて楽観的で、24時間の市場センチメント指数は+1.02、暗号通貨市場の社会的話題性は全般的に高い（平均SSIは68.5）、市場警告シグナルMPRは極めて高く、上位10コインは社会的異常とセンチメントの両極化が100%に達している、投資家はその後のデータを注視し、ボラティリティが高まるリスクに注意することを推奨する。

According to BlockBeats, gold prices have continued to rise following the U.S. Senate's approval of a multi-trillion-dollar tax bill proposed by U.S. President Donald Trump. Investors are increasingly worried about the fiscal health of the United States, with gold prices hovering around $3,340 per ounce after a 2% increase over the past two trading days. The latest version of the tax bill, which is expected to expand the deficit by $3.3 trillion over the next decade, is currently awaiting approval in the House of Representatives. If passed, it could enhance gold's appeal as a safe haven, as investors reconsider their allocation of U.S. assets due to concerns over Trump's disruptive trade and economic policies. The persistent weakness of the U.S. dollar, now at its lowest level since 2022, continues to support gold prices. This offsets the pressure from rising U.S. Treasury yields, which increased following a report on Tuesday indicating a rise in U.S. job vacancies.

According to PANews, Alibaba Cloud is set to expand its global infrastructure by establishing new data centers in Malaysia and the Philippines. This expansion will increase its reach to 29 regions and 90 availability zones worldwide. The third availability zone in Malaysia became operational on July 1, while the second zone in the Philippines is scheduled to launch in October 2025. This move aims to meet the growing demand for cloud computing and AI services overseas. In addition to expanding its data centers, Alibaba Cloud plans to establish its first AI Global Capability Center. The initiative will involve collaboration with over 1,000 enterprises to develop more than ten industry-specific AI demonstration projects. Furthermore, Alibaba Cloud will partner with over 120 universities globally to train 100,000 AI professionals annually, reinforcing its commitment to advancing AI technology and education.

According to Odaily, shares of Hong Kong-listed company Leading Pharma Biotech (00399) experienced a significant surge during early trading, with prices rising nearly 240% at one point. The stock reached a peak of 0.7 HKD before settling around 0.34 HKD. This increase follows the company's announcement of its intention to acquire full ownership of the blockchain project Conflux, aiming to expand its presence in the blockchain sector. Two founding members of Conflux currently serve as executive directors at Leading Pharma Biotech.

According to BlockBeats, American Bitcoin Corp. and Gryphon Digital Mining jointly announced on July 1, 2025, that they have submitted a revised S-4 registration statement to the U.S. Securities and Exchange Commission (SEC) to advance their previously announced stock-for-stock merger transaction. Under the agreement, Gryphon will acquire American Bitcoin through a stock exchange, and the merged entity will operate under the "American Bitcoin" brand, led by American Bitcoin's management and board of directors. The combined company is expected to be listed on Nasdaq with the ticker symbol "ABTC," aiming to complete the transaction by the third quarter of 2025. American Bitcoin is a subsidiary of Hut 8, supported by Eric Trump, son of U.S. President Donald Trump. The company focuses on industrial-scale Bitcoin mining and strategic Bitcoin reserve development.

According to BlockBeats, recent data from Kalshi indicates a 40% probability that Elon Musk will establish a new political party within this year. Meanwhile, Polymarket reports a 33% chance of Musk creating a new party by the end of July and a 43% chance by the year's end. Elon Musk recently stated that he would form a new political party the day after the Beautiful Law Act is passed.

分散型コラボレーションがコンセプトから必需品になるのは、AIがあらゆるデバイスに真に「浸透」してからだろうか。

According to PANews, data from SoSoValue indicates that on July 1, 2025, Ethereum spot ETFs saw a total net inflow of $40.6798 million. The Blackrock ETF ETHA recorded the highest single-day net inflow of $54.8354 million, bringing its historical total net inflow to $5.578 billion. Following this, the Grayscale Ethereum Trust ETF ETHE had a net inflow of $9.9567 million, although its historical total net outflow stands at $4.294 billion. Conversely, the Fidelity ETF FETH experienced the largest single-day net outflow of $24.1123 million, with its historical total net inflow reaching $1.649 billion. As of the latest update, the total net asset value of Ethereum spot ETFs is $9.95 billion, with an ETF net asset ratio of 3.41% compared to Ethereum's total market value. The cumulative historical net inflow has reached $4.251 billion.

According to Foresight News, Nasdaq-listed Bitcoin mining company BitFuFu has released its mid-year performance data for 2025 on the X platform. The report reveals that the company's hashrate reached a peak of 34.1 EH/s in the first half of the year, while its Bitcoin holdings increased to 1,709 coins. Due to its Bitcoin holdings exceeding 1,000 coins, BitFuFu has been included as a tracked entity in the Bitcoin Standard Corporations ETF managed by Bitwise. This inclusion reflects the company's significant presence in the Bitcoin mining industry and its growing influence in the cryptocurrency market.

According to Odaily, the KOGE team, known as 48 Club, announced on the X platform that due to the BNB Chain network architecture upgrade and changes in resource pricing strategies, they will gradually phase out the 0Gas service based on the 48Soul Point system. However, 0Gas routing for stablecoin transfers, which does not rely on Soul Points, will continue to operate as usual.

According to BlockBeats, Elon Musk recently shared a post by U.S. President Donald Trump regarding the successful negotiation of a ceasefire agreement in Israel. Musk commended Trump for resolving several significant global conflicts, stating, "Credit where credit is due."

皮肉なことに、トランプ大統領はDOGE（政府効率省）に対し、コスト削減のためにマスクの事業への資金提供をすべて削減するよう要請したばかりだ。

Figmaは6,900万ドル以上をビットコインETFに静かに投資し、さらに3,000万ドルをUSDCで購入する計画だ。この動きはIPO申請で明らかにされ、ビットコインが伝統的な資産と並んで会社の金庫の一部になっていることを示している。

暗号通貨のバリュエーションが比較的静かだった今月、市場の関心はファンダメンタルズに集中し、ステイブルコインの面では多くのポジティブな展開があった。

パウエル議長は、関税がFRBによる近年のインフレ抑制努力の最終局面を損なう可能性を懸念していなければ、FRBは今年も緩やかな利下げを続けていただろう、と述べた。

OpenAIは、ザッカーバーグの新しいAIチームに何人かの研究者を奪われた後、メタの積極的な採用を遅らせるため、全スタッフに1週間の休暇を与えた。メタ社は最大1億ドルの給与を提示したと報じられ、OpenAI内部では、より多くのスタッフの離職を食い止めようとリーダーが奔走し、不安を引き起こしている。

美しく大きな1つの法案」をめぐる慌ただしい交渉の最後の数時間、クリプト推進派の上院議員たちは法案の細部を詰めようと奔走していた。しかし、その前に法案はすでに可決されていた......。

不確実性、債務負担、地政学的な変化、急速に変化する経済体制の中で、投資家が進むべき道は予測ではなく準備である。

Golden Financeは、暗号通貨とブロックチェーン業界の朝のニュースレター「Golden 8am 2742」を創刊し、最新かつ最速のデジタル通貨とブロックチェーン業界のニュースをお届けします。

人民元の国際化を加速させる可能性を探り、その是非を分析する。