24H热门币种与要闻｜美联储如期维持利率不变；美国两党联合提案禁止特赦SBF（6月18日）
- Quan điểm chính: Thị trường tiền điện tử nhìn chung chịu áp lực, các đồng coin chủ đạo như BTC, ETH đều giảm, trong khi một số đồng coin vốn hóa nhỏ và cổ phiếu tiền điện tử tăng đáng kể. Đồng thời, lập trường diều hâu của Fed, động thái quản lý ngành và nâng cấp cơ sở hạ tầng trở thành tâm điểm chú ý của thị trường, cho thấy ngành đang chuyển từ định hướng câu chuyện sang xác thực dữ liệu.
- Các yếu tố chính:
- Top 10 đồng coin theo khối lượng giao dịch trên CEX đồng loạt giảm trong 24 giờ, với mức giảm từ 0,55% đến 7,25%, UNI và WLD giảm nhiều nhất.
- Dữ liệu từ OKX cho thấy các đồng coin vốn hóa nhỏ như XPL, BIO, ENA tăng ngược chiều, với mức tăng hơn 17%, cho thấy dòng vốn luân chuyển có tính cấu trúc.
- Fed giữ nguyên lãi suất, nhưng biểu đồ chấm cho thấy xu hướng diều hâu, 9 quan chức dự kiến sẽ tăng lãi suất ít nhất một lần vào năm 2025, kỳ vọng lãi suất thị trường có thể được điều chỉnh lại.
- Các nghị sĩ lưỡng đảng Hoa Kỳ cùng đệ trình dự luật, phản đối rõ ràng việc ân xá tổng thống hoặc giảm án cho người sáng lập FTX, SBF, củng cố tín hiệu trách nhiệm quản lý.
- Base sẽ ra mắt hard fork Beryl, giới thiệu tiêu chuẩn token gốc B20, rút ngắn thời gian xác nhận rút tiền từ 7 ngày xuống còn 5 ngày và nâng cao hiệu quả mạng lưới.
- a16z crypto chỉ ra rằng ngành công nghiệp tiền điện tử đã bước vào "Kỷ nguyên Show Me", thị trường chú trọng hơn đến dữ liệu thực tế và sản phẩm đi vào hoạt động, thay vì tầm nhìn và sách trắng.
1. Hot CEX Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BTC: -1.92%
- ETH: -2.25%
- SOL: -2.03%
- XRP: -2.53%
- BNB: -0.76%
- WLD: -6.12%
- ZEC: -3.75%
- UNI: -7.25%
- XAUT: -0.55%
- DOGE: -1.57%
24h Gainers (Data Source: OKX):
- XPL: +17.45%
- BIO: +13.14%
- ENA: +9.89%
- ETHFI: +8.35%
- ZAMA: +7.49%
- XLM: +7%
- ROBO: +7.01%
- ASTER: +6.92%
- ENJ +5.74%
- MEGA: +5.14%
24h Crypto Stock Gainers (Data Source: msx.com):
- EBON.M: +23.59%
- PDYN.M: +20.69%
- QNT.M: +15.44%
- EOSE.M: +15.12%
- MNTS.M: +12.67%
- WOLF.M: +12.44%
- MRNA.M : +11.93%
- SIMO.M: +11.61%
- BTGO.M : +11.21%
- MUU.M: +11.06%
2. Top 5 On-Chain Meme Tokens (Data Source: GMGN):
- SPACEMOON
- Lobster
- Crab Effect
- Vision
- Mars
Headlines
Fed Holds Rates Steady as Expected, But Overall Hawkish, Major Policy Statement Overhaul
The Federal Reserve held the benchmark interest rate steady at 3.50%-3.75% for the fourth consecutive meeting, in line with market expectations.
"Fed Whisperer" Nick Timiraos commented on the Fed's rate decision: The dot plot from this meeting shows a clear hawkish tilt. Among the 18 officials, 9 expect at least one rate hike this year, with 6 of them even anticipating multiple rate hikes. In contrast, only one official expects a rate cut this year; additionally, one participant (presumed to be Fed Chair Walsh) did not submit a Summary of Economic Projections (SEP).
Meanwhile, the Fed's policy statement was comprehensively revised from start to finish, with the text notably shortened. Overall, the communication framework for this meeting has shifted significantly, and market expectations for the interest rate path may be recalibrated as a result.
US Senators Rubén Gallego (D-AZ) and Cynthia Lummis (R-WY) jointly introduced a bipartisan resolution calling for Congress to formally state its opposition to FTX founder Sam Bankman-Fried receiving a presidential pardon, commutation, or any form of federal clemency under any circumstances. The two senators stated that SBF has completed his trial process in court and should not seek further leniency, with Gallego calling him "unrepentant" and Lummis stating he should bear the established consequences rather than "chasing a pardon he hasn't received."
Polymarket Celebrates 6th Anniversary, Platform Cumulative Trading Volume Exceeds $88 Billion
Polymarket's founder celebrated the platform's 6th anniversary on June 17 on X, stating, "I am deeply grateful to be doing work that matters so much to me. Watching the world gradually catch up with this crazy idea called 'information markets' is truly astonishing. But we still have a long way to go."
According to Dune data, Polymarket's cumulative trading volume has exceeded $88 billion since its launch 6 years ago.
Industry News
Fed Chair Walsh: Inflation Remains Well Above 2% Target
Fed Chair Walsh: Inflation remains well above the 2% target, persistently high prices are a burden, and recent history should not be a prelude to inflation problems.
Project Updates
Lighter Updates Buyback Data: Over 15 Million LIT Repurchased, Representing 6% of Circulating Supply
Lighter official posted on X updating protocol buyback data, stating that since TGE, over 15 million LIT tokens have been repurchased, accounting for approximately 6% of the circulating supply.
Base to Activate Beryl Hard Fork Upgrade, Introducing B20 Native Token Standard
According to official news, Base is about to launch the Beryl hard fork upgrade, introducing the B20 native token standard. This will shorten the single-proof withdrawal finality period from 7 days to 5 days, and upgrade to Reth V2, reducing disk usage by 50% and increasing throughput by 33%.
Beryl will be activated on the Sepolia testnet at 2:00 AM UTC+8 on June 19, and on the mainnet at 2:00 AM UTC+8 on June 26.
B20 is Base's native token standard, an ERC-20 compatible token implemented via Rust precompiles, designed for stablecoins, RWAs, and long-tail token issuers. It includes a built-in compliance toolkit featuring transfer strategies, freezing and clawback, role-based access control, memos, and supply caps.
Funding & Investment
Karta Raises $140 Million in Series A Funding, Co-led by Galaxy Ventures and CIM
Karta announced the completion of a $140 million Series A funding round, co-led by Galaxy Ventures and CIM. Karta is a US credit card product for global travelers that can be applied for without a US Social Security Number.
Stablecoin Payment Infrastructure Trace Finance Raises $32 Million Series A, Led by CoinFund
Stablecoin payment infrastructure Trace Finance announced the completion of a $32 million Series A funding round, led by CoinFund, with participation from Coinbase Ventures and others. Trace Finance plans to use this funding to expand its business in Latin America and the Asia-Pacific region and advance more license applications. The company stated it has processed over $10 billion in institutional cross-border transaction volume.
Sharon AI Announces $700 Million Fundraising via Convertible Senior Notes
Sharon AI announced the issuance of convertible senior notes to raise $700 million, with the funds supporting its computing agreement with NVIDIA.
AI financial compliance infrastructure Flagright announced the completion of a $12.5 million Series A funding round, led by Infinity Ventures, with participation from Y Combinator, Sella Direct Ventures, and existing investor Frontline. The funding will drive its expansion in the "explainable AI compliance" sector and accelerate its US market presence, strengthening its enterprise-grade standards in the financial crime compliance field. Flagright stated that financial crime compliance is entering a platform transformation phase, with banks, payment firms, lenders, and brokerages facing higher transaction volumes, stricter regulations, and more complex financial crime methods, while traditional compliance systems can no longer meet current demands.
People & Voices
Kalshi co-founder and CEO Tarek Mansour said in an interview with FOX: "Honestly, when I think of competitors, it's not Polymarket that comes to mind most, but a few other platforms. We are surrounded by a group of competitors."
In a follow-up interview, Tarek mainly mentioned CME and Robinhood. The former has helped betting giant FanDuel launch its own prediction market product, while the latter has also launched its own in-house prediction market, Rothera. Tarek also mentioned DraftKings, Novig, and Coinbase.
a16z crypto published an article stating that the crypto industry is entering a so-called 'Show Me' era, where the market and media no longer accept projects relying solely on vision and whitepapers but demand real data and verifiable product delivery. Over the past decade, crypto projects often relied on a 'vision-as-product' logic, gaining market attention through whitepapers, token narratives, and proof-of-concept. However, with increasing regulatory scrutiny, negative industry events, and institutional entry, this model is becoming ineffective. Simultaneously, the accelerated entry of traditional financial institutions into the crypto space has significantly raised the industry bar, including BlackRock's tokenized money market funds, Fidelity's ETF initiatives, and JPMorgan Chase's advancements in on-chain settlement and building its own blockchain network, making 'real products and actual usage' the new standard for competition.
Michael Burry, famous for successfully shorting the US subprime mortgage market, stated that he currently holds neither a long nor a short position in SpaceX. The main reason is not based on fundamental analysis of the company, but rather that the cost of shorting is currently prohibitively high. Burry wrote that SpaceX is essentially just "a small aerospace company, a niche telecom operator, a troubled social media company, and a CoreWeave-lite computing service provider," with annual revenue under $20 billion yet corresponding to a market valuation of around $3 trillion. This statement comes as SpaceX's stock price has continued to rise since its listing. The company's stock rose 20% on its first trading day and accumulated gains of over 25% in the following week, surpassing Berkshire Hathaway in market cap and ranking among the top five globally by market value, trailing only Nvidia, Google, Apple, and Microsoft.
