Shipping Platform: Passage through the Strait of Hormuz has not been completely interrupted, only the volume has dropped sharply.

Investment bank KeyBanc released a new research report, raising the target prices of multiple AI chip-related companies. Specifically, it lifted Micron Technology (MU)’s target price from $1,600 to $1,750; sharply hiked Arm (ARM)’s target price from $300 to $430; and raised NVIDIA (NVDA)’s target price from $310 to $330.

According to Bit.com market data, the U.S. optical communication sector has seen a pre-market rebound, with MRVL up 2.56%, LITE rising 3.35%, Nokia gaining 1.28%, Corning increasing 4.01%, and AXTI climbing 4.54%.

South Korea's Ministry of Economy and Finance announced that it will continue advancing the development of blockchain and digital asset economy in the second half of 2026, with key priorities including promoting the legislation of the Digital Assets Basic Act, pushing forward a trial project for tokenized government bonds linked to institutional central bank digital currencies (CBDCs), and researching interoperability between CBDCs and other blockchain networks. Additionally, the South Korean government plans to establish a legal framework for cross-border stablecoin transactions, push for amendments to the Capital Markets Act to provide a legal basis for the launch of South Korea's first spot crypto ETFs, and explore using blockchain for the management and trading of carbon credits in the Global Voluntary Carbon Market (GVCM). Meanwhile, the South Korean government has positioned AI as a core direction for economic development in the second half of the year, designating physical AI, AI data centers, and semiconductors as three major "Mega Projects". It plans to invest around 800 trillion won to build a new semiconductor production base and double its storage chip production capacity over the next five years.

According to AXIOS, Demis Hassabis, co-founder and CEO of Google DeepMind, has called on the U.S. to establish a new AI regulatory body with the authority to review the world’s most advanced AI models and coordinate a global industry-wide slowdown in development when risks escalate. Hassabis stated that it is time to adopt a more "systematic" approach to AI regulation—one funded by the industry, staffed with world-class technical experts, and accountable to the U.S. government. He noted that current cybersecurity risks from AI are merely "warning signs," warning that within the next 18 months, these capabilities, along with more severe biosecurity and nuclear security risks, could emerge in open-source models that no government can control. He also emphasized that risks will stem not only from open-source models but also from more powerful proprietary models to be launched by major AI labs in the future. It is understood that Hassabis has been quietly advancing this plan for months; ahead of its public release, he has communicated with the Trump administration, heads of other AI labs, and European officials, adding that "the feedback received has been very positive."

Binance announced that users should prepare to claim the Binance Alpha airdrop and trade it at 11:00 UTC today. The event adopts an updated Binance Alpha Box model, with the airdrop pool containing tokens from multiple projects. Users holding at least 251 Binance Alpha points can claim one token reward on a first-come, first-served basis. Claiming the airdrop will consume 15 Binance Alpha points. Additionally, the airdrop has three reward tiers: Common (80% of the reward pool), Rare (15%), and Super Rare (5%), each corresponding to a different Alpha Box value. Upon claiming, users will be assigned to one of these tiers, and rewards will be distributed proportionally according to the tiers. If rewards are not fully claimed, the point threshold will automatically decrease by 5 points every 5 minutes.

According to an official announcement, Huobi HTX has officially launched the BTC VIP current product. Prime 5 and higher-tier users on the platform can enjoy an annualized return of up to 1% from this product. Additionally, the USDT VIP current product is now available, offering a maximum annualized return of 9%. Huobi’s Earn VIP Current is an exclusive high-yield liquid product tailored for Prime 5 and above users, featuring exclusive customization, high returns, and high liquidity. To participate, users can log in to the Huobi HTX APP, navigate to the "Earn" section on the homepage, input "BTC" in the search bar, and select "VIP Current".