24H Hot Coins & Headlines｜EU Plans to Sanction 11 Crypto Platforms Cooperating with Russia; US Conducting Third Wave of Strikes on Iran (June 10)
- Key Takeaway: The cryptocurrency market overall is showing weakness, with BTC briefly dipping below 62,000 USDT, but certain altcoins and Meme coins have recorded significant gains. Meanwhile, the EU plans to impose sanctions on crypto platforms cooperating with Russia. New public chain or DeFi protocol Morpho has completed a massive $175 million funding round, and top figure CZ is soothing market sentiment.
- Key Elements:
- Market Divergence: The top ten traded coins on CEXs generally declined (e.g., ZEC down 2.86%), but WLD bucked the trend, rising 7.09%. On OKX's gainers list, SENT led with a 23.43% increase; BTC briefly fell below 62,000 USDT.
- Regulatory Developments: In its 21st round of sanctions, the EU plans to impose restrictions on 11 crypto platforms cooperating with Russia and ban transactions. Around 90 Russian banks may face additional restrictions.
- Capital Flow: Meme coins are trending on-chain (BRIM, Stonks, etc.); DeFi lending protocol Morpho completed a $175 million funding round led by a16z Crypto and Paradigm, with a valuation of approximately $2 billion.
- Security Incident: Humility Protocol suffered a coordinated attack, resulting in the theft of over $36 million worth of H tokens. The breach occurred after an employee's computer was compromised, leading to key leakage. The team is cooperating with police investigations and formulating a user recovery plan.
- Industry Sentiment: CZ posted on Platform X to stabilize the market, stating, "Bitcoin won't die for long." AI concept stocks on US stock markets generally fell (Super Micro Computer down 7.62%), but analyst Serenity remains optimistic about some mid-to-large cap AI companies.
1、CEX热门币种
CEX交易量排名前10及24小时涨跌幅：
- BNB: -0.50%
- BTC: -1.32%
- ETH: -1.32%
- SOL: -0.67%
- XRP: -1.47%
- ZEC: -2.86%
- DOGE: +0.04%
- WLD: +7.09%
- ALLO: -5.46%
- 币安人生: -2.17%
24小时涨幅榜单（数据来源为OKX）：
- SENT: +23.43%
- KAT: +18.19%
- AI: +16.86%
- MEME: +14.74%
- CHIP: +13.00%
- CHZ: +11.07%
- MORPHO: +9.85%
- LIT: +8.84%
- S: +8.74%
- MENGO: +7.18%
24小时币股涨幅榜单（数据来源为 msx.com）：
- MPU.M: +43.48%
- VELO.M: +20.58%
- BTCT.M: +18.97%
- MSTZ.M: +15.75%
- VECO.M: +10.91%
- ABTS.M: +9.92%
- ZSL.M: +9.82%
- CONI.M: +9.78%
- AMC.M: +8.89%
- ORBS.M: +7.71%
2、链上热门Meme Top 5（数据来源为 GMGN）：
- BRIM
- Stonks
- ape
- Lizard
- TRENCHCUPS
头条
欧盟外交与安全政策高级代表卡拉斯表示，欧盟将在第21轮制裁方案中对11家被指协助俄罗斯绕过国际制裁的加密平台实施限制，并禁止与其进行交易，同时约90家俄罗斯银行可能面临额外限制。此前第20轮制裁已于5月24日对在俄注册的加密货币供应商生效。（bits.media）
据AXIOS，美国官员表示目前正在进行第三轮对伊打击。（金十）
据知情人士，SpaceX IPO已吸引机构投资者数倍于可供股份的认购需求，多家机构各自下单认购约100亿美元或更多股票，主承销商透露认购需求自周一以来持续增加。（金十）
行业要闻
美军中央司令部发布声明，美军于6月9日完成对伊朗的自卫性打击，以回应美国陆军阿帕奇直升机被击落事件，打击目标为伊朗位于霍尔木兹海峡附近的防空系统、地面控制站和监视雷达站点。（金十）
美股收盘，道指收涨0.17%，标普500收跌0.26%，纳指收跌0.97%，VIX恐慌指数收涨5.02%。AI概念股普跌，超微电脑跌7.62%，Marvell跌7.61%，ServiceNow跌6.32%，Arm跌6.22%。
OKX行情显示，BTC短时跌破62000 USDT，现报61999.9 USDT，24H跌幅1.98%。
项目要闻
Humility安全事件更新：被盗资金达3600万美元，将配合警方展开调查并追回资金
Humility Protocol确认H代币昨日在以太坊和BSC链遭遇协同攻击，超过3600万美元资产被盗并遭抛售。事件源于一名员工电脑被攻破，导致控制Hyperlane Bridge ProxyAdmin的多重签名钱包密钥泄露，攻击者在ETH链上转移约1.412亿枚H代币，并在BSC链上利用恶意合约增发2亿枚H代币。团队已配合警方展开调查并尝试追回资金。
Humanity发布安全事件复盘报告，本次私钥泄露系开发人员设备遭恶意软件入侵所致，并非智能合约漏洞。攻击者目前仍掌握ETH桥及BNB Chain代币的ProxyAdmin权限，团队已聘请外部安全机构开展取证调查，并表示正在制定受影响用户恢复计划。
投融资
Morpho完成1.75亿美元融资，a16z Crypto与Paradigm领投
DeFi借贷协议Morpho宣布完成1.75亿美元融资，由a16z Crypto、Paradigm和Ribbit Capital领投，Apollo Funds、Circle Ventures、VanEck等参投，对应协议估值最高约20亿美元。Morpho当前TVL约66亿美元，现有机构客户包括Coinbase、Kraken、Anchorage Digital及Galaxy Digital。（Fortune）
人物声音
CZ在X平台发文表示："比特币不会'死'太久。别惊慌。"
"新股神"Serenity：多只AI相关中大型市值公司仍具上涨空间
知名分析师Serenity表示，相比ARM、Marvell等已大幅上涨的AI概念股，更关注市值100至1000亿美元之间的AI产业链公司，列举了ASE Technology、住友电工、Jabil、Vicor、GlobalFoundries等多个标的，认为仍具上涨空间，并披露目前仅持有NBIS、TSEM及AAOI头寸。
Serenity声明：不接付费合作、不收外部利益，仅以个人身份在X发布研究
"白毛股神"Serenity发文澄清，所有内容均为个人研究分享，不涉及任何付费推广或外部利益交换，所谓"付费推广"内容均为冒用其名义的虚假信息。其表示仅通过X平台订阅机制获得收入，目标是通过免费信息整合帮助散户投资者。
Serenity再"喊单"A股，中际旭创十分钟市值增加260亿元
Serenity第三次提及A股标的中际旭创，称其已涨至历史新高。受此影响，中际旭创短时自1171元涨至最高1196元，市值增加约260亿元。
