Key Overnight Developments — August 3

21:00–07:00 Key Topics: Strategy, DeepSeekHarness, U.S.–Iran Talks <br /> 1. Araghchi: Iran–Oman negotiations nearing conclusion. <br /> 2. Strategy maintains STRC’s 12% dividend; stock price remains below par value. <br /> 3. Trump: U.S.–Iran talks set to begin tomorrow; an agreement on the Strait of Hormuz is already in place. <br /> 4. Coldcard hardware wallet theft attacks continue—total losses now ~$88.6M. <br /> 5. DeepSeekHarness launches internal testing for developers building on AgentHarness. <br /> 6. Next week’s earnings season highlights: SpaceX, AMD, Palantir, SanDisk, and Western Digital. <br /> 7. Glassnode: Bitcoin futures basis exhibits cyclical bottom characteristics—persistently below the 2-year U.S. Treasury yield.