24H Hot Coins & Headlines｜US-Iran Agreement Confirmed Reached, Crypto Rallies; CLARITY Act Has Slim Chance of Passing Before July 4 (June 15)
- Core View: Today's market is driven by geopolitical events. The US-Iran agreement has spurred gains in crypto and gold, while oil prices have plunged. Meanwhile, Anthropic's models are restricted from access due to a US government national security directive, and a Zcash audit found no critical vulnerabilities.
- Key Elements:
- The US-Iran agreement has been confirmed, driving safe-haven assets like gold and crypto assets higher, while oil prices plunged on expectations of the strait reopening.
- The US government, citing national security, has demanded Anthropic suspend all customer access to Fable 5 and Mythos 5. However, Anthropic disagrees with this decision and is working to restore access.
- CEX trending data shows ZEC and WLD performing notably in the 24-hour gainers list, rising 10.43% and 10.16% respectively.
- The CFTC has issued an exemptive letter, proposing to allow exchanges to convert existing digital commodity futures contracts into true crypto perpetual futures contracts.
- The Zcash founder stated that a security audit conducted by the Anthropic model did not uncover more severe vulnerabilities. A previously discovered four-year-old vulnerability has been urgently fixed, with user privacy unaffected.
1. Popular CEX Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BTC: +1.58%
- ETH: +1.99%
- SOL: +3.28%
- XRP: +2.87%
- BNB: +0.85%
- XAUT: +2.03%
- DOGE: +1.01%
- ZEC: +10.43%
- WLD: +10.16%
- TAO: +3.18%
24h Gainers (Data Source: OKX):
- BABY: +16.49%
- CHIP: +14.83%
- GRASS: +13.05%
- MEME: +11.82%
- ZEC: +10.48%
- WLD: +9.74%
- METIS: +7.68%
- HUMA: +7.53%
- SPK: +7.32%
- S: +6.83%
2. Top 5 Trending On-Chain Meme Coins (Data Source: GMGN):
- Bubu
- SHDX
- Crying Horse
- FIFA
- Dudu
Headlines
U.S.-Iran Agreement Confirmed; Crypto and Gold Surge, Oil Plummets
This morning, U.S. President Donald Trump, Iran's Deputy Foreign Minister, and Pakistan's Prime Minister all confirmed that a U.S.-Iran agreement has been reached. Following the signing of the agreement this Friday, the strait will be opened for oil transportation, allowing oil and gas to flow back to the region and the world. In response, crypto and gold surged, while oil prices plummeted.
Anthropic: Suspends All Client Access to Fable 5 and Mythos 5
The U.S. government, citing national security authority, issued an export control directive requiring the suspension of all foreign national access to Fable 5 and Mythos 5, including Anthropic's foreign national employees. To ensure compliance, Anthropic must block all client access to Fable 5 and Mythos 5; all other Anthropic models remain unaffected.
The U.S. government provided oral evidence suggesting a potential narrow, non-general jailbreak method for the model. While Anthropic complies with the legal directive and has removed all user access to Fable 5 and Mythos 5, it disagrees with the decision to revoke a deployed commercial model based on the discovery of a narrow potential jailbreak and is actively working to restore access as soon as possible.
Opinion: Passage of CLARITY Act by July 4th 'Nearly Impossible'
Crypto journalist Eleanor Terrett stated that pushing the crypto market structure bill, the CLARITY Act, into law by July 4th would require simultaneously meeting multiple complex conditions. These include finding an ethical solution acceptable to both Republicans and Democrats, revising issues in agricultural-related clauses, merging multiple bill items, securing 60 votes in the Senate, and completing the entire process in both chambers within two weeks. This is considered 'nearly impossible' given the timeline, procedural execution, and legislative pace.
Industry News
Poll: Trump's Approval Rating Among Rural Voters Drops to 50%, His Lowest as President
According to a Reuters/Ipsos poll, U.S. President Donald Trump's approval rating among rural voters has fallen to 50%, his lowest level during his presidency, down from 60% in February 2025.
The Market Oversight Division of the U.S. Commodity Futures Trading Commission (CFTC) announced a no-action letter for Designated Contract Markets (DCMs), allowing them to convert existing 'perpetual-like' digital commodity futures contracts into true crypto perpetual futures contracts. This policy extends previous regulatory clarifications and specifically applies to digital commodities like Bitcoin, which have deep, active, and continuous spot market trading.
Former SEC Chair Gensler Opposes CFTC Jurisdiction Over Sports Prediction Markets
Former U.S. SEC Chair and former CFTC Chair Gary Gensler, in an amicus brief submitted to the U.S. Court of Appeals for the Sixth Circuit, stated that the Dodd-Frank Act does not grant the CFTC the authority to regulate sports betting.
This stance directly contradicts the claims of current CFTC Chair Michael Selig and prediction market platform Kalshi, who argue that contracts related to sporting events fall under federal regulatory jurisdiction, not state gaming oversight.
Project News
MSX Founder: First VC/CVC Unlock Window for SpaceX $SPCX Estimated for July 24
MSX Founder Bruce J stated on X that the unlock timeline for most VC and CVC holders of SpaceX $SPCX has been announced. An accompanying image shows the first unlock window is expected on July 24, with subsequent windows distributed between August and December.
Zcash Founder Says Claude Mythos Audit Found No Critical Vulnerabilities
Zcash founder Zooko Wilcox posted on X that a security audit conducted by Anthropic's Claude Mythos AI model did not find 'more severe vulnerabilities' in the Zcash protocol. The audit was requested by Shielded Labs, a Swiss non-profit supporting Zcash development.
On June 3rd, Zcash developers temporarily paused Orchard transactions after discovering a shielded pool vulnerability and restored functionality the same day via an emergency upgrade. The issue stemmed from a four-year-old counterfeiting vulnerability in the Orchard shielded pool, discovered by security researcher Taylor Hornby with the assistance of Anthropic's Claude Opus 4.8 model. The Zcash Foundation stated there is no evidence the vulnerability was exploited, no unauthorized value creation was detected, and user privacy remained unaffected.
Pudgy Penguins: Officially Shuts Down Mobile Game Pudgy Party
The Pudgy Party team announced on X that they have officially shut down the mobile game Pudgy Party and ceased further development. Pudgy Party launched as the top app on the App Store and accumulated over 1 million downloads.
The team stated that its web-based game, Pudgy World, has greater advantages in scalability, narrative potential, and user acquisition, showing rapid growth. As it will serve as the core flagship game product within the Pudgy Penguins universe, the team will fully dedicate its efforts to its continued development.
Notable Voices
'White-Haired Stock Guru' Serenity summarized observations of different regional market styles on X:
1. United States: Bullish on all 'futuristic' narratives, like $SPCX. Less sensitive to valuations, more focused on imaginative potential.
2. Europe: From SIVE to SOI, weaker focus on AI infrastructure construction. Time horizon leans towards performance in the last 12 months (noting Belgium's decent performance, while observing France and Sweden).
3. South Korea: High-leverage 'Degen' style, highly volatile market, exhibiting a strong volatility structure akin to '50x Hyperliquid traders entering the stock market.'
4. Japan: Generally moderate and supportive, with fewer aggressive short-selling or bearish expressions.
Serenity added that data for other regions like Latin America is currently insufficient but will continue to be observed and supplemented in the future.
