> SMARTPHONE SHIPMENTS HIT A 13-YEAR LOW
GLOBAL SMARTPHONE SHIPMENTS FELL 11% IN Q2, REACHING THEIR LOWEST LEVEL FOR THE PERIOD SINCE 2013.
A MEMORY CHIP SHORTAGE HAS PUSHED UP PHONE PRICES AND WEAKENED DEMAND, HITTING XIAOMI, OPPO, AND VIVO HARDEST.
SAMSUNG REGAINED THE TOP POSITION, WHILE APPLE REACHED A RECORD 20% GLOBAL MARKET SHARE.
MEANWHILE, STRONG AI-DRIVEN DEMAND CONTINUES TO BENEFIT MEMORY CHIPMAKERS.
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GLOBAL SMARTPHONE SHIPMENTS FELL 11% IN Q2, REACHING THEIR LOWEST LEVEL FOR THE PERIOD SINCE 2013.
A MEMORY CHIP SHORTAGE HAS PUSHED UP PHONE PRICES AND WEAKENED DEMAND, HITTING XIAOMI, OPPO, AND VIVO HARDEST.
SAMSUNG REGAINED THE TOP POSITION, WHILE APPLE REACHED A RECORD 20% GLOBAL MARKET SHARE.
MEANWHILE, STRONG AI-DRIVEN DEMAND CONTINUES TO BENEFIT MEMORY CHIPMAKERS.
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> UKRAINIAN CAPITAL KYIV UNDER ATTACK FROM RUSSIAN BALLISTIC MISSILES, SENIOR OFFICIALS SAY
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> TRUMP ON IRAN: WANT TO BE REIMBURSED FOR PROTECTING COUNTRIES THAT WE'RE HELPING IN STRAIT OF HORMUZ
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> TRUMP DEMANDS 20% HORMUZ CARGO FEE
PRESIDENT TRUMP IS PROPOSING A 20% CHARGE ON CARGO SHIPPED THROUGH THE STRAIT OF HORMUZ—ABOUT $30 MILLION FOR A FULLY LOADED OIL SUPERTANKER.
THE SHIPPING INDUSTRY REACTED WITH SURPRISE, CITING NO WARNING OR DETAILS.
IRAN’S FOREIGN MINISTER AGREED SECURE PASSAGE SHOULD BE COMPENSATED BUT CALLED 20% EXCESSIVE.
HORMUZ CARRIES ROUGHLY ONE-FIFTH OF GLOBAL OIL AND GAS FLOWS.
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PRESIDENT TRUMP IS PROPOSING A 20% CHARGE ON CARGO SHIPPED THROUGH THE STRAIT OF HORMUZ—ABOUT $30 MILLION FOR A FULLY LOADED OIL SUPERTANKER.
THE SHIPPING INDUSTRY REACTED WITH SURPRISE, CITING NO WARNING OR DETAILS.
IRAN’S FOREIGN MINISTER AGREED SECURE PASSAGE SHOULD BE COMPENSATED BUT CALLED 20% EXCESSIVE.
HORMUZ CARRIES ROUGHLY ONE-FIFTH OF GLOBAL OIL AND GAS FLOWS.
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> IRAN WAR RESUMES — HORMUZ OUTLOOK WORSENS
TRUMP HAS FORMALLY NOTIFIED CONGRESS THAT U.S. HOSTILITIES AGAINST IRAN HAVE RESUMED, CLAIMING A NEW 60-DAY MILITARY WINDOW.
AS WASHINGTON REINSTATES ITS BLOCKADE, KALSHI PUTS THE CHANCE OF HORMUZ TRAFFIC NORMALIZING BEFORE 2027 AT JUST 46%.
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TRUMP HAS FORMALLY NOTIFIED CONGRESS THAT U.S. HOSTILITIES AGAINST IRAN HAVE RESUMED, CLAIMING A NEW 60-DAY MILITARY WINDOW.
AS WASHINGTON REINSTATES ITS BLOCKADE, KALSHI PUTS THE CHANCE OF HORMUZ TRAFFIC NORMALIZING BEFORE 2027 AT JUST 46%.
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> TRUMP PROPOSES 20% FEE ON CARGO SHIPPED THROUGH STRAIT OF HORMUZ: SEMAFOR
US REIMPOSED NAVAL BLOCKADE ON IRAN, TRUMP FORMALLY NOTIFIED CONGRESS: SEMAFOR
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US REIMPOSED NAVAL BLOCKADE ON IRAN, TRUMP FORMALLY NOTIFIED CONGRESS: SEMAFOR
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> BRENT RISES 10% AS TRUMP REINSTATES IRAN BLOCKADE, PROPOSES 20% HORMUZ CARGO CHARGE
ACCORDING TO BLOOMBERG, U.S. PRESIDENT DONALD TRUMP REINSTATED A BLOCKADE ON VESSELS ENTERING OR LEAVING IRANIAN PORTS AND PROPOSED A 20% CHARGE ON CARGO CARRIED BY OTHER VESSELS THROUGH THE STRAIT OF HORMUZ. U.S. CENTRAL COMMAND SAID ENFORCEMENT WOULD BEGIN AT 4 P.M. NEW YORK TIME ON JULY 14, AS U.S. FORCES LAUNCHED A THIRD CONSECUTIVE NIGHT OF STRIKES ON IRAN. BRENT CRUDE ROSE ABOUT 10% TO AROUND $83.63 A BARREL. — LINK
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ACCORDING TO BLOOMBERG, U.S. PRESIDENT DONALD TRUMP REINSTATED A BLOCKADE ON VESSELS ENTERING OR LEAVING IRANIAN PORTS AND PROPOSED A 20% CHARGE ON CARGO CARRIED BY OTHER VESSELS THROUGH THE STRAIT OF HORMUZ. U.S. CENTRAL COMMAND SAID ENFORCEMENT WOULD BEGIN AT 4 P.M. NEW YORK TIME ON JULY 14, AS U.S. FORCES LAUNCHED A THIRD CONSECUTIVE NIGHT OF STRIKES ON IRAN. BRENT CRUDE ROSE ABOUT 10% TO AROUND $83.63 A BARREL. — LINK
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> MEHR SAYS SEVERAL AREAS IN SOUTHWESTERN IRAN'S KHUZESTAN'S OMIDIYEH HIT BY U.S. PROJECTILES
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> JUST IN: 🇺🇸 US ISSUES $81,000,000,000 IN REFUNDS AFTER SUPREME COURT RULED PRESIDENT TRUMP'S TARIFFS ILLEGAL.
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> BINANCE RELEASES 44TH PROOF OF RESERVES REPORT
BINANCE, THE WORLD’S LARGEST CRYPTO EXCHANGE BY USER COUNT AND TRADING VOLUME, RELEASED ITS 44TH PROOF OF RESERVES REPORT WITH A JULY 1 SNAPSHOT. USER BTC HOLDINGS ROSE 1.22% FROM JUNE 1 TO ABOUT 640,000 BTC, AN INCREASE OF 7,715 BTC, WHILE USER ETH HOLDINGS FELL 1.41% TO ABOUT 4.08 MILLION ETH, A DECREASE OF 58,591 ETH. USER USDT HOLDINGS FELL 1.51% TO ABOUT 33.7 BILLION USDT, A DECREASE OF ROUGHLY 510 MILLION USDT. — LINK
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BINANCE, THE WORLD’S LARGEST CRYPTO EXCHANGE BY USER COUNT AND TRADING VOLUME, RELEASED ITS 44TH PROOF OF RESERVES REPORT WITH A JULY 1 SNAPSHOT. USER BTC HOLDINGS ROSE 1.22% FROM JUNE 1 TO ABOUT 640,000 BTC, AN INCREASE OF 7,715 BTC, WHILE USER ETH HOLDINGS FELL 1.41% TO ABOUT 4.08 MILLION ETH, A DECREASE OF 58,591 ETH. USER USDT HOLDINGS FELL 1.51% TO ABOUT 33.7 BILLION USDT, A DECREASE OF ROUGHLY 510 MILLION USDT. — LINK
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> U.S.-LINKED WALLETS MOVE NEARLY $297 MILLION IN SEIZED CRYPTO TO COINBASE PRIME
ACCORDING TO ARKHAM DATA, A WALLET LINKED TO THE U.S. GOVERNMENT THAT HAD BEEN DORMANT FOR ABOUT FOUR YEARS TRANSFERRED 140.214 BTC, WORTH ABOUT USD 8.78 MILLION, TO A COINBASE PRIME COLD WALLET AT 23:52 BEIJING TIME ON JULY 13. FOUR HOURS EARLIER, U.S.-LINKED ADDRESSES ALSO MOVED 2,875 BTC AND 925.513 BTC, WORTH A COMBINED USD 235 MILLION, WITH THE FUNDS TIED TO SEIZED ASSETS FROM THE RYAN FARACE AND BTC-E CASES. ANOTHER 30,007 ETH LINKED TO THE BRIAN KREWSON CASE WAS ALSO TRANSFERRED TO COINBASE PRIME, WORTH ABOUT USD 53.09 MILLION. — LINK
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ACCORDING TO ARKHAM DATA, A WALLET LINKED TO THE U.S. GOVERNMENT THAT HAD BEEN DORMANT FOR ABOUT FOUR YEARS TRANSFERRED 140.214 BTC, WORTH ABOUT USD 8.78 MILLION, TO A COINBASE PRIME COLD WALLET AT 23:52 BEIJING TIME ON JULY 13. FOUR HOURS EARLIER, U.S.-LINKED ADDRESSES ALSO MOVED 2,875 BTC AND 925.513 BTC, WORTH A COMBINED USD 235 MILLION, WITH THE FUNDS TIED TO SEIZED ASSETS FROM THE RYAN FARACE AND BTC-E CASES. ANOTHER 30,007 ETH LINKED TO THE BRIAN KREWSON CASE WAS ALSO TRANSFERRED TO COINBASE PRIME, WORTH ABOUT USD 53.09 MILLION. — LINK
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> U.S.-LINKED WALLETS MOVE NEARLY $297 MILLION IN SEIZED CRYPTO TO COINBASE PRIME
ACCORDING TO ARKHAM DATA, A WALLET LINKED TO THE U.S. GOVERNMENT THAT HAD BEEN DORMANT FOR ABOUT FOUR YEARS TRANSFERRED 140.214 BTC, WORTH ABOUT USD 8.78 MILLION, TO A COINBASE PRIME COLD WALLET AT 23:52 BEIJING TIME ON JULY 13. FOUR HOURS EARLIER, U.S.-LINKED ADDRESSES ALSO MOVED 2,875 BTC AND 925.513 BTC, WORTH A COMBINED USD 235 MILLION, WITH THE FUNDS TIED TO SEIZED ASSETS FROM THE RYAN FARACE AND BTC-E CASES. ANOTHER 30,007 ETH LINKED TO THE BRIAN KREWSON CASE WAS ALSO TRANSFERRED TO COINBASE PRIME, WORTH ABOUT USD 53.09 MILLION. — LINK
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ACCORDING TO ARKHAM DATA, A WALLET LINKED TO THE U.S. GOVERNMENT THAT HAD BEEN DORMANT FOR ABOUT FOUR YEARS TRANSFERRED 140.214 BTC, WORTH ABOUT USD 8.78 MILLION, TO A COINBASE PRIME COLD WALLET AT 23:52 BEIJING TIME ON JULY 13. FOUR HOURS EARLIER, U.S.-LINKED ADDRESSES ALSO MOVED 2,875 BTC AND 925.513 BTC, WORTH A COMBINED USD 235 MILLION, WITH THE FUNDS TIED TO SEIZED ASSETS FROM THE RYAN FARACE AND BTC-E CASES. ANOTHER 30,007 ETH LINKED TO THE BRIAN KREWSON CASE WAS ALSO TRANSFERRED TO COINBASE PRIME, WORTH ABOUT USD 53.09 MILLION. — LINK
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