24H热门币种与要闻｜Clarity Act未在7月4日签署成法，8月7日成关键节点；前团队成员称POLY代币短期内不会推出（7月6日）

1. Popular CEX Tokens

CEX Top 10 by Trading Volume & 24h Change:

• BTC: +1.48%
• ETH: +1.68%
• SOL: +1.40%
• BNB: +3.48%
• XRP: +1.22%
• DOGE: +1.65%
• TRX: +1.42%
• ADA: -0.52%
• ZEC: +0.92%
• LTC: +3.27%

24h Gainers (Data Source: OKX):

• ZEUS: +38.53%
• LIT: +17.82%
• TRB: +12.17%
• NES: +11.29%
• GOAT: +12.49%
• DORA: +8.28%
• GODS: +9.91%
• RESOLV: +8.63%
• PUMP: +8.83%
• AI: +7.99%

24h Crypto Stock Gainers (Data Source: msx.com):

• AXTI: +5.33%
• ABTC: +4.81%
• EBON: +3.75%
• TGL: +3.64%
• EUV: +3.58%
• KMEM: +3.43%
• CCXI: +3.14%
• AEHR: +3.13%
• CAN: +2.82%
• DISK: +2.7%

2. Top 5 On-Chain Meme Coins (Data Source: GMGN):

• TCC
• HEYI
• BINANCIAN
• AB
• dingaling

Headlines

CLARITY Act Not Signed into Law by July 4; August 7 Becomes Key Deadline

White House advisor Patrick Witt stated in May that he hoped the CLARITY Act would be signed into law by July 4, but the bill missed that deadline. According to CoinDesk, the biggest current risk comes from the House of Representatives. Recently, the House has faced resistance in advancing multiple agendas, including crucial budget bills, raising concerns that declining legislative efficiency could further slow the CLARITY Act’s progress.

Additionally, the market views August 7 (the last working day before the Senate's summer recess) as an important time window for advancing the bill.

Former Polymarket Team Member Says POLY Token Will Not Launch Soon; 'Might Be a Long Wait'

In response to community analysis suggesting Polymarket might launch the POLY token in Q4 this year (or by 2028), former Polymarket team member Greg stated, "The POLY token is not launching anytime soon; it might be a long wait." Greg also claimed that Polymarket's early token marketing was purely a commercial strategy. However, he has since deleted the tweet containing "commercial marketing" response.

Industry News

Samsung Earnings a Key Test for AI Chip Stocks; Q2 Operating Profit Expected to Surge 18x

Memory chip maker Samsung Electronics is set to release its Q2 earnings on Tuesday. According to the analyst consensus average, preliminary operating profit is estimated at 84.3 trillion KRW (approximately $55.1 billion), up 18x year-over-year and exceeding its full-year 2025 profit. Revenue is expected to grow 127% to a record 169 trillion KRW. Since June, chip stocks have experienced multiple significant corrections due to market concerns over intensifying competition, potential overcapacity, and the return on massive AI investments. This makes Samsung's earnings report even more critical. With market expectations already high, there is little room for disappointment.

"Samsung's results come as the market simultaneously questions the investment logic for memory chips on both the supply and demand sides," said Dave Mazza, CEO of Roundhill Financial. "Results close to expectations will help quell the controversy and be beneficial for Samsung."

Spot Gold Hits $4,200/oz, Reaching a Two-Week High

According to Gate data, spot gold breached the $4,200/oz mark in early trading, hitting a two-week high and gaining 0.6% intraday.

Tokenized Stock Sector Sees $8.47 Billion in Monthly Transfer Volume; Securitize Leads with $270.6 Million On-Chain Equity

According to rwa.xyz data, Securitize Corp. currently leads in tokenized stocks with $270.6 million in on-chain equity. Its ticker SECZ began trading on the New York Stock Exchange on July 2, and Securitize tokenized its own common stock on Solana and Avalanche through its regulated platform on the same day. The tokenized stock sector has a distributed value of $1.96 billion, growing 31.84% in 30 days; monthly transfer volume reached $8.47 billion, up 92.77%; total holders reached 403,650, up 17.18%; monthly active addresses decreased 84.37% over the same period.

US Tech Giants' Committed Spending on Data Center Leases Hits Record $850 Billion

The Kobeissi Letter, citing Bloomberg, stated that "US tech companies have promised a record $850 billion for data center leases over the next few years, an increase of $570 billion (204%) year-over-year and $200 billion (31%) quarter-over-quarter. Meta added $79 billion in new commitments in Q1 2026, up 76% QoQ, bringing its total commitment to approximately $183 billion. Microsoft added $41 billion in the same period, up 26% QoQ, for a total commitment of around $197 billion. Oracle leads with total commitments of approximately $250 billion, having secured key sites to fulfill its contract with OpenAI."

Coinbase Bitcoin Premium Index Negative for a Record 48 Consecutive Days

According to Coinglass data, the Coinbase Bitcoin Premium Index has been in negative territory for 48 consecutive days (May 19 to July 5), with the latest reading at -0.0911%. This surpasses the previous record of 40 consecutive negative days (Jan 16 to Feb 24 of this year) and the roughly 30-day negative streak during the "1011 crash." Historical data suggests that prolonged negative premiums often coincide with the withdrawal of US institutional funds, signaling a need for caution regarding short-term correction pressure.

Project News

Polymarket World Cup Winner Prediction Market Volume Surpasses $3.9 Billion; France's Winning Probability Rises to 35.1%

Polymarket data shows that the cumulative trading volume for the 2026 World Cup winner prediction market has exceeded $3.9 billion. France's probability of winning rose to 35.1%, with corresponding trading volume exceeding $94.5 million. Argentina ranks second at 16.8% with $99.99 million in volume, followed by Spain at 12.3%.

Solana's 7-Day Active Addresses Up 38% YoY to 31.38 Million, Ranking First Among Public Chains

According to on-chain analyst Ai Yi's monitoring, Solana's 7-day active addresses increased 38% year-over-year to 31.38 million, ranking first among public chains. Transaction count grew 9.8%, and fees grew 38%. Following a reply from CZ, interest in BSC Meme coins has risen today.

Binance Records $1.23 Billion Weekly Net Outflow; ETH Withdrawal Transactions Hit 3-Year High

DefiLlama data shows Binance experienced a net outflow of $1.23 billion in the week starting June 29, a 207% increase from approximately $400 million the previous week. Monthly net outflows total roughly $3.2 billion. CryptoQuant reported that Binance's single-day ETH withdrawal transactions exceeded 166,000, the highest level in over three years. During the same period, ETH rose approximately 12.5% over the past seven days to $1,766 at press time, while BTC rose 4.3% to $62,925.

DefiLlama data also showed Bitfinex saw outflows of $407.5 million last week, Gate $214.3 million, OKX $87.1 million, and Bybit $78.4 million. Crypto.com and HashKey Exchange saw net inflows of approximately $63 million and $53.3 million, respectively. KuCoin, Gemini, and Bitvavo had net inflows of $22.1 million, $17.4 million, and $15.8 million, respectively.

Funding & Investment

LinqAlpha Raises $22 Million in Series A Funding Led by AVP and Others

LinqAlpha announced the completion of a $22 million Series A funding round led by AVP, Atinum Investment, and GFT Ventures, with participation from Mirae Asset Venture Investment, Hana Ventures, and Shinhan Venture Investment. This brings the company's total funding to $28.6 million. LinqAlpha provides an AI-powered market intelligence platform for institutional investors, using proprietary AI agents to help investment teams process complex market information. The new funds will be used to enhance market data integration and expand applications for equities, macro, credit, and multi-asset investment strategies.

Regulatory Developments

South Korea Launches 24-Hour Trading Mechanism for Won Spot Forex Market

South Korea officially launched a 24-hour trading mechanism for the onshore spot USD/KRW market on Monday, aiming to enhance the won's convertibility and secure developed market status in the MSCI Global Index. Under the new system, the onshore spot forex market will open at 6:00 AM every Monday and trade continuously until 6:00 AM Saturday, achieving 120 consecutive hours of trading per week. Finance Minister Choi Sang-mok stated that this move will be "an important starting point for the won's globalization."

Prediction Markets Like Kalshi Face Legal Challenges in Multiple US States; North Carolina Near Taxing

The prediction market industry, represented by Kalshi, is dealing with legal challenges in multiple US states. In a series of hearings this week, they argue that state regulators should not have jurisdiction over them. Legal disputes continue in Nevada and Michigan, with live arguments in Minnesota, and cases could potentially be appealed to the US Supreme Court. Meanwhile, North Carolina is close to imposing a state tax on prediction market revenue.

Notable Voices

Hyperliquid Founder: Africa's Largest Exchange VALR Using Hyperliquid's On-Chain Liquidity for Perpetuals is 'Industry Milestone Defining Next-Gen Financial Apps'

Hyperliquid founder Jeff posted on X platform, "Africa's largest crypto exchange, VALR, will directly leverage Hyperliquid's on-chain liquidity to power its core perpetual products. This is a major milestone that will redefine how the next generation of financial applications are built. The breakthrough of cloud computing was that any startup could quickly test its ideas, secure in the knowledge that infrastructure scales with the business. As the most liquid global venue for assets like BTC, Hyperliquid will play a similar role in the global economy. By leveraging the deepest on-chain liquidity, builders can focus on their products and users instead. A heartfelt congratulations to the VALR team. We are honored they chose to build on Hyperliquid. Looking forward to scaling together!"

CryptoQuant Analyst: Memecoin Market Cap Share of Altcoins Drops to 3.7%, Lowest in Nearly 3 Years

CryptoQuant analyst Darkfost posted on X that the total market cap of Memecoins now accounts for only 3.7% of the total altcoin market cap, the lowest level since February 2024. During the memecoin craze in November 2024, this ratio briefly exceeded 10%. It has now fallen back to 3.7%, indicating a significant decline in the memecoin sector's dominance within the altcoin market.