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StarkWare CEO proposes a 4% annual inflation rate for Bitcoin instead of the 21 million coin cap.
PANews reported on July 8th that, according to Cointelegraph, StarkWare CEO Eli Ben-Sasson posted on the X platform proposing to replace the current hard cap of 21 million Bitcoins with a 4% annual issuance rate. He believes the current hard cap is "unreasonable" because private keys will be lost over time, "and when time approaches infinity, all private keys will be lost." Ledger estimates that approximately 4 million Bitcoins have already been permanently lost. Ben-Sasson stated that a 4% annual issuance rate roughly matches the global population growth rate. This proposal has sparked strong opposition from the community. Opponents argue that the fixed cap is the core value of Bitcoin, and that Bitcoin can be divided into 2.1 quadrillion satoshis, which is sufficient to address the issue of declining available supply.
Citigroup predicts a mixed outlook for US chip stocks: bullish on Micron Technology, bearish on Qualcomm.
According to Mars Finance, Citigroup analysts stated in a research report: "Given the expected rise in DRAM chip prices in the second half of 2026, Micron Technology is on the 'upside catalyst' watchlist; meanwhile, Qualcomm is on the 'downside catalyst' watchlist due to weak smartphone sales growth." The analysts added, "Fundamentally, the demand for AI computing remains in a state of supply shortage, as reflected in the recent 20% price increase of AWS EC2 GPUs. DRAM shortage is currently the biggest constraint on computing power supply." (Cailian Press)
Tether CEO warns AI giants' computing power subsidy model: Multiple cycles of mismatch continue to accumulate industry risks.
On July 4th, PANews reported that Tether CEO Paolo Ardoino published an article on the X platform, questioning the current expansion model of AI giants subsidizing computing power in exchange for user scale. He stated that leading global AI technology companies are continuously increasing their investment in computing infrastructure to seize market share, resulting in huge capital expenditures. However, the economic depreciation cycle of computing assets such as GPUs and servers is only 3 to 5 years, and the hardware depreciates extremely quickly. This creates structural mismatch risks: token prices are decoupled from the real value of assets, the profit realization cycle lags behind the capital investment cycle, and the cost of capital does not match the debt repayment period. At the same time, open-source AI models continue to divert market demand and compress commercial revenue space.
Tether CEO: EU MiCA regulations are "very dangerous" for stablecoins; abandoning the application was to protect users.
PANews reported on July 2nd that, according to Coin Bureau, Tether CEO Paolo Ardoino explained why USDT did not apply for an EU MiCA license, stating that the regulation is "very dangerous for stablecoins." He indicated that MiCA could force issuers to hold 60% of their reserves in uninsured cash deposits at small European banks, which might be unable to handle large-scale redemptions. Ardoino believes the legislation is "poorly considered" and stated that "skipping MiCA is to protect Tether's more than 400 million users."
Asseto's NGI+ platform has officially launched, with on-chain implementation completed by Partners Group's private infrastructure strategy.
Odaily Odaily reports that Asseto recently announced that its technology platform now supports the official launch of the tokenized product NGI+, bringing the private equity infrastructure strategy managed by global private equity investment management firm Partners Group onto the blockchain. NGI+ is an on-chain token backed by private infrastructure fund equity. The underlying strategy is managed by Partners Group, which manages over $185 billion in assets, while Asseto provides NGI+ with smart contracts, on-chain equity records, and related operational technical support. This underlying strategy primarily invests in infrastructure assets such as data centers, energy infrastructure, power grids, and transportation. Traditionally, such private infrastructure strategies are offered to qualified high-net-worth and institutional investors primarily through private banks and other professional investment channels. Through Asseto's tokenization technology, holders who meet the applicable investor qualifications and product access requirements can obtain on-chain economic exposure linked to the net asset value performance of the underlying strategy, in accordance with the terms set forth in the relevant product documents. The launch of NGI+ further expands the application of the Asseto technology platform in alternative asset tokenization scenarios such as private equity infrastructure.
Citigroup: Oil prices could fall to $60 a barrel as the Strait of Hormuz crisis subsides.
According to Odaily Odaily, Citigroup stated that Brent crude oil prices could fall to $60 per barrel by the end of the year as the disruption in the Strait of Hormuz gradually eases, further exacerbating pessimistic expectations for the global oil market. Citigroup analyst Francesco Martoccia noted in a report: "With the receding crisis in the Strait of Hormuz, fundamentals are rapidly recovering. Shipping traffic is returning to normal, the spot crude oil market is weakening significantly, and inventory declines are far less than expected." Analysts say the initial phase "is expected to be volatile, as shipping routes need to return to normal, the insurance market needs to adjust, and remaining logistical bottlenecks need to be gradually eliminated." They also point out that "the resumption of orderly navigation patterns and the increase in traffic volume indicate that commercial operators increasingly believe the risk environment is manageable, rather than unbearable." (Jinshi)