24H热门币种与要闻｜美伊首轮高级别会谈结束；知名MEV Bot Jaredfromsubway.eth遭黑客攻击（6月22日）
- Quan điểm cốt lõi: Bài viết điểm lại diễn biến thị trường tiền điện tử trong ngày và các động thái đa lĩnh vực, trọng tâm là thỏa thuận sơ bộ giữa Mỹ và Iran, cùng với việc thợ đào Bitcoin bước vào giai đoạn đầu hàng và độ khó khai thác giảm hơn 20%.
- Các yếu tố chính:
- Mỹ và Iran đã kết thúc vòng đàm phán cấp cao đầu tiên tại Thụy Sĩ, các bên thống nhất lộ trình 60 ngày, Qatar và Pakistan với tư cách trung gian hòa giải sẽ công bố tài liệu kết quả.
- Bộ Ngoại giao Iran cho biết đã đạt được thỏa thuận về cơ chế đảm bảo an toàn cho tàu thuyền qua lại eo biển Hormuz, đồng thời đạt được tiến triển trong vấn đề giấy phép dầu mỏ và giải phóng tài sản của Iran.
- Galaxy Research chỉ ra rằng các thợ đào Bitcoin đã bước vào "giai đoạn đầu hàng", độ khó khai thác giảm hơn 20% so với mức đỉnh lịch sử, mức giảm mạnh nhất kể từ năm 2021.
- Quỹ hưu trí doanh nghiệp thương mại quốc gia Nhật Bản có kế hoạch phân bổ 1% tổng tài sản vào tiền điện tử trong năm tài chính 2026, đầu tư vào các quỹ thụ động.
- Robot MEV nổi tiếng Jaredfromsubway.eth bị tấn công "honeypot chống MEV", thiệt hại hơn 7,5 triệu USD, kẻ tấn công đã triển khai 66 hợp đồng token giả mạo.
- Cơ chế xác thực trạng thái của chuỗi Taiko bị xâm nhập, người dùng được khuyến cáo ngay lập tức rút tiền từ cầu nối cross-chain, ERC-20 Vault của nó thiệt hại hơn 1 triệu USD.
- Các nhà phân tích chỉ ra rằng Strategy còn cách xa việc thanh lý bắt buộc, việc so sánh sự mất neo của STRC với sự sụp đổ của UST là một sự hiểu sai rõ ràng.
1. CEX Hot Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BTC: + 0.59%
- ETH: + 0.4%
- SOL: + 1.48%
- RE: - 12.6%
- ZEC: - 4.62%
- WLD: + 7.37%
- TAO: +1%
- XRP: - 0.46%
- BNB: + 0.87%
- NEAR: - 0.41%
24h Gainers (Data from OKX):
- TNSR: + 48.03%
- HMSTR: + 20.25%
- EIGEN: + 19.41%
- ID: + 16.67%
- RESOLV: + 14.8%
- W: + 12.71%
- MMT: + 11.29%
- CSPR: + 10.95%
- 2Z: +10.08%
- DOOD: + 7.65%
24h Crypto-Equity Gainers (Data from msx.com):
- MUU: 3.31%
- CAN: 2.71%
- HBMX: 2.67%
- BLNK: 2.38%
- SNXX: 2.13%
- NA: 2.03%
- AMRK: 1.88%
- TRON: 1.84%
- ABTC: 1.66%
- MX: 1.52%
2. Trending On-Chain Memes (Data from GMGN):
- Solana: RTM, Harvest Hank;
- BSC: super4, SPACEMOON;
Headlines
US-Iran Talks Continue in Switzerland; US Delegation Expected to Work Overnight
Odaily Planet Daily News: US-Iran negotiations are continuing in Switzerland, with the US delegation expected to work through the night. The report, citing a senior US diplomatic official involved in the talks, stated that Iranian negotiators remain at the table, and US Vice President Vance and other US representatives have been in continuous meetings and negotiations with the Iranian side. Earlier in the day, the Iranian delegation paused talks to protest threatening remarks made by US President Trump towards Iran. (Xinhua News Agency)
Odaily Planet Daily News: According to Iran's Tasnim News Agency, a spokesperson for the Iranian Foreign Ministry stated that a document will be formally submitted as the outcome document of the agreement reached during the 18-hour negotiations.
The spokesperson also said that mediators from Qatar and Pakistan will release the relevant text, which will contain the general points of the agreement. (Jinshi)
Odaily Planet Daily News: Qatar and Pakistan issued a joint statement. The statement noted that the first round of high-level talks held under the framework of the US-Iran Memorandum of Understanding (MoU) has concluded in Switzerland. Based on the MoU, the parties agreed to establish a high-level committee to provide political oversight for the mediation efforts. The chief negotiator will report regularly to this committee. The high-level committee has reached an agreement on a timeline to finalize a deal within 60 days, laying the groundwork for the immediate start of further technical talks. Additionally, the parties agreed to establish a conflict resolution coordination group between the relevant parties and the Republic of Lebanon, assisted by mediators, to ensure the cessation of military operations in Lebanon under the MoU. For the remainder of the week, technical talks will continue on all issues at the Bürgenstock resort in Switzerland. (Jinshi)
Odaily Planet Daily News: A spokesperson for the Iranian Foreign Ministry said that the work of the negotiating delegation has concluded, but technical teams will continue their work. The spokesperson stated that mediators from Qatar and Pakistan will release a text containing general points, which will be formally submitted as the outcome document of the agreement reached during the 18-hour talks. Regarding the safe passage of ships in the Strait of Hormuz, an agreement has been reached on related mechanisms. Preparatory work for starting negotiations on the final agreement was discussed. Iran and the US discussed issues such as oil sales licenses and the unfreezing of Iranian assets, making good progress. (Jinshi)
Industry News
Galaxy Research: Bitcoin Miners Enter Capitulation Phase; Mining Difficulty Drops Over 20% from Peak
Odaily Planet Daily News: Galaxy Research posted on X platform, stating that Bitcoin miners have entered a "capitulation phase."
Galaxy Research pointed out that the current Bitcoin mining difficulty has dropped over 20% from its historical peak, marking the largest difficulty retracement since 2021. It believes that a significant drop in mining difficulty usually indicates that some miners are exiting the network due to profitability pressure, and the market is undergoing a phase of hash rate adjustment.
Odaily Planet Daily News: The Japan National Federation of Small Business Associations, representing about 1,200 small and medium-sized enterprises, plans to start investing in cryptocurrencies in the fiscal year 2026. It aims to allocate approximately 1% of its total managed assets to crypto, investing in a passively managed fund containing multiple cryptocurrencies run by a large hedge fund. The fund's asset allocation target for FY2025 is 80% Yen, 15% USD, 5% other currencies; for FY2026, the Yen allocation will be reduced to 70%, with a new 10% allocation to developed country currencies. The remaining 5% will consist of emerging market currencies, gold, and cryptocurrencies.
Odaily Planet Daily News: Recently, another debate erupted between the two prominent investment research institutions, Citrini and SemiAnalysis. Citrini researcher Zephyr cited related news, stating, "The Rubin Ultra HBM performance has actually degraded to the 12 Hi level, and they haven't even started using HB technology yet.
In 2027, they will not use 16 Hi chips. Currently, hybrid bonding technology is very expensive for HBM (its yield is extremely low).
BESI's biggest short-term advantage lies in TSMC using hybrid bonding technology in its chip manufacturing and packaging process. This enables the integration of EIC and PIC, thereby improving CPO production efficiency." In response, Citrini researcher Jukan commented on the post, attaching a related tweet saying, "I told you so back in April."
Regarding this matter, SemiAnalysis founder Dylan Patel reposted a Discord screenshot message, stating: "Clients using the SemiAnalysis Memory and Accelerator models have known since March that the Rubin Ultra 16 Hi would be replaced by the 12 Hi version."
Previously, Citrini researcher Jukan had cited related news saying "Nvidia plans to drastically cut memory configurations in its new racks," causing a collective sharp drop in US and South Korean memory stocks at the time. SemiAnalysis founder Dylan Patel clarified the news was taken out of context and was too clickbait.
Notorious MEV Bot Jaredfromsubway.eth Suffers Reverse Attack, Loses Over $7.5 Million
Odaily Planet Daily News: Jaredfromsubway.eth, a well-known MEV bot long active on the Ethereum network, was attacked by hackers exploiting a vulnerability in its automated execution system, resulting in losses exceeding $7.5 million.
Security firm Blockaid stated that the incident was not a traditional phishing attack or smart contract exploit, but rather an "anti-MEV honeypot attack" specifically targeting the decision-making logic of the MEV bot. Over several weeks, the attacker deployed 66 fake token contracts and false liquidity pools, masquerading as assets like WETH, USDC, and USDT, to lure the bot into executing seemingly profitable transactions and authorizing a secondary contract controlled by the attacker.
Ultimately, the attacker triggered all backdoor permissions in a single transaction, transferring assets such as ETH, USDC, and USDT held by the bot's address. Data shows that between November 2024 and October 2025, approximately 60,000 to 90,000 sandwich attacks occurred monthly on the Ethereum network, with about 70% linked to Jaredfromsubway.eth. (Cointelegraph)
Project News
Kalshi's Monthly Volume Nears Breaking Last Month's Notional Total of Nearly $18 Billion
Odaily Planet Daily News: KalshiData posted on X platform, stating that Kalshi is about to break last month's total notional trading volume of nearly $18 billion.
Polymarket Accused of Marketing to US Users via Simulated Trading and Fake Profit Videos
Odaily Planet Daily News: Prediction market platform Polymarket is accused of promoting its products on social media by paying creators to publish simulated trading and fake profit videos.
The report states that creators used simulation sites highly resembling the real Polymarket website to produce trading videos. Some content displayed high returns that never actually occurred, and some videos required approval from Polymarket. Polymarket manages influencer promotions through marketing company Virality. Despite its services being restricted for US users, the related marketing activities are still suspected of targeting US users.
Furthermore, the Wall Street Journal reported that Polymarket had a multi-million dollar promotion partnership with influencer Adin Ross to encourage user participation in platform activities. Polymarket has not yet publicly responded to this. (Wall Street Journal)
Taiko Chain State Validation Mechanism Compromised; Users Urged to Immediately Withdraw Bridge Funds
Odaily Planet Daily News: Taiko posted on X platform, stating it has confirmed that its chain state validation mechanism has been compromised, and all security assumptions of bridges deployed on Taiko are no longer reliable.
Taiko stated it is coordinating with the security committee and ecosystem partners to control the situation, suspending affected systems, and taking technical and legal actions. Taiko strongly recommends all users immediately withdraw funds from bridges deployed on Taiko.
Additionally, Taiko urgently requests that centralized exchanges suspend TAIKO token deposit services until further official notice. Previously, the Taiko ERC20 Vault was attacked, resulting in losses exceeding $1 million.
Investment & Fundraising
Odaily Planet Daily News: 1confirmation partner Nick Tomaino stated in his Q2 2026 letter to LPs that the cumulative cash dividends across all funds are approximately $317 million, exceeding the total cumulative capital contributions of all funds, which stands at about $286 million.
Regulation & Policy
Odaily Planet Daily News: A national petition in South Korea to "abolish virtual asset (cryptocurrency) taxes" has received agreement from 58,571 people. According to the National Assembly Act, the petition will be submitted for deliberation at the first committee meeting 30 days after being referred to the committee.
According to South Korea's current Income Tax Act, starting January 1, 2027, income from the transfer or lending of virtual assets will be classified as other income and subject to income tax. Virtual asset gains exceeding 2.5 million Korean won (approximately $1,800) will be subject to a comprehensive tax rate of 22%, which includes a 20% other income tax and a 2% local income tax. (Edaily)
People & Opinions
Analyst: Strategy Far from Forced Liquidation; Comparing STRC Depeg to UST Event is Overblown
Odaily Planet Daily News: Crypto analyst Murphy posted, stating that Strategy is not currently facing a preferred stock solvency crisis. Murphy believes that to breach Strategy's preferred stock tier, Bitcoin's price would need to fall to $26,000; to breach the debt tier, it would need to fall to $8,000.
Murphy pointed out that the similar product SATA remained above $99 this week, while STRC depegged, suggesting the current market selling pressure is more targeted at Strategy itself rather than a product design flaw. He thinks this is more likely a repricing of leverage and credit, and a liquidity contraction amplified by cash reserve depletion and the magnification of the first sell-signal, rather than a liquidation crisis.
Murphy stated that Strategy is still far from forced liquidation; its "flywheel model" has merely paused temporarily at current price levels. Subsequent Bitcoin price movements will determine whether this is a mid-cycle adjustment or the beginning of a deeper risk. He considers comparing the STRC depeg to the UST depeg and LUNA crash in the last cycle as a clear overreaction. If Bitcoin prices recover and equity ATM financing restarts, Strategy could restore its cash reserves and resume its capital operations model.
Citrini: Hyperscaler Bond Issuance Over Next Two Years Could Far Exceed Market Expectations
Odaily Planet Daily News: Citrini Research, the firm behind the "AI Doomsday Report," stated that bond issuance by hyperscalers in 2027 and 2028 could reach more than twice current market expectations, primarily to fund AI data center construction.
Citrini Research noted that AI-related debt issuance in 2026 is expected to approach $570 billion, while hyperscaler capital expenditure has already exceeded $600 billion. Against the backdrop of continuously increasing AI infrastructure investment, these companies are gradually shifting from relying on cash reserves to raising more funds through the bond market.
Odaily Planet Daily News: Galaxy's Head of Research posted on X platform, stating that tokenized stocks are receiving widespread attention. Apart from Operate, tokenized stocks basically fall into two categories: the issuer-backed type, such as GLXY; and the third-party-backed type, such as Ondo, xStocks, etc. Coinbase has announced it will launch its own version but has not yet explained how it will work.
