24H热门币种与要闻｜Securitize tại Sở giao dịch chứng khoán New York niêm yết; Lighter đã được tích hợp vào Robinhood Wallet (ngày 3 tháng 7)
- Quan điểm cốt lõi: Bài viết này tổng hợp các động thái của thị trường tiền điện tử và ngành công nghiệp xung quanh ngày 26 tháng 6 năm 2025, bao gồm mức tăng giá của các đồng coin phổ biến trên CEX, Meme trên chuỗi, quy định ngành, tiến độ dự án cũng như đầu tư và huy động vốn. Trọng tâm chính là những bất đồng về quy định (ví dụ: thuế tiền điện tử của Illinois, thu thập chứng cứ của cảnh sát Trung Quốc) và các động thái của dự án hàng đầu (ví dụ: niêm yết của Securitize, triển khai Aave V3).
- Yếu tố chính:
- Về thị trường: Mười đồng coin hàng đầu về khối lượng giao dịch trên CEX hầu hết đều tăng, WLD dẫn đầu với mức tăng +10,90%; Bảng xếp hạng tăng giá của OKX, RPL đứng đầu với +52,41%.
- Quy định ngành: Chủ tịch CFTC chỉ trích mức thuế giao dịch tiền điện tử 0,2% của Illinois cản trở sự đổi mới; Cảnh sát Trung Quốc tiết lộ quy trình theo dõi và đóng băng tài sản tiền điện tử để thu thập chứng cứ.
- Tiến triển token hóa: Securitize niêm yết trên Sở giao dịch chứng khoán New York (mã chứng khoán SECZ); Lighter được tích hợp vào Robinhood Wallet, hỗ trợ hợp đồng vĩnh viễn và giao dịch token hóa cổ phiếu.
- Động thái dự án: Aave V3 được triển khai trên mạng lưới Monad; Polygon xác nhận bước vào trạng thái giảm phát (lượng POL bị đốt trong năm 2026 vượt quá 107 triệu token); THENA công bố lộ trình 2.0 dự kiến phát hành thêm khoảng 32,61 triệu token THE.
- Đầu tư, huy động vốn và quan điểm: Ngân hàng thân thiện với tiền điện tử Erebor Bank tìm kiếm nguồn vốn định giá 8 tỷ USD; Đối tác quản lý của Dragonfly tiếp tục lạc quan về ETH và SOL.
1. Top CEX Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BTC: + 2.27%
- ETH: + 5.43%
- SOL: + 3.99%
- XPP: + 3.07%
- BNB: + 1.50%
- DOGE: + 2.71%
- ZEC: + 4.38%
- TRX: + 0.47%
- ADA: + 4.93%
- WLD: + 10.90%
24h Top Gainers (Data from OKX):
- RPL: + 52.41%
- ALLO: + 46.44%
- BREV: + 26.35%
- RE: + 17.01%
- ME: + 15.70%
- OFC: + 14.67%
- UNI: + 13.58%
- NES: + 12.98%
- SKY: + 11.77%
- VELODROME: + 10.84%
24h Crypto-Equity Top Gainers (Data from msx.com):
- MSTX.M: 17.23%
- CCXI.M: 15.77%
- SOXS.M: 15.28%
- TSLQ.M: 14.37%
- ICG.M: 12.01%
- AVAV.M: 11.27%
- MRNA.M: 10.62%
- FIG.M: 9.39%
- MSTR.M: 8.60%
- CONL.M: 7.17%
2. Top On-chain Meme Coins (Data from GMGN):
- ANSEM
- RUSH
- FABLE
Headlines
Securitize Announces Listing on the New York Stock Exchange
Securitize announced on X that it is officially listed on the New York Stock Exchange (NYSE) under the ticker "SECZ". The company primarily provides tokenization infrastructure services for capital markets, supporting the issuance and trading of various real-world assets.
Lighter Integrated into Robinhood Wallet, Enabling Direct Perpetual Contract Trading
Lighter announced on X that it is now integrated into the Robinhood Wallet. Users can access native in-app perpetual contracts and tokenized stock trading powered by Lighter, using USDG as the base quote asset.
Trump Responds to Reports of Massive Crypto Gains: 'I Was Unaware'
In a CNBC interview on Thursday, U.S. President Donald Trump deflected questions about profits made during his tenure, stating that his business affairs are managed by his sons and that he was unaware of the cryptocurrency investments netting him over $1 billion. "I've always made money," he said. "I'm a businessman, and a very good one. I made money, a substantial amount." He noted that others handle his wealth investments, and he doesn't know who they are. "I let other people manage the money. I haven't even spoken to them—I don't even know who they are," he said. "My son Eric handles that area. I don't discuss such things with him."
Trump's latest financial disclosure report shows he earned approximately $1.2 billion from various cryptocurrency holdings last year. He claimed ignorance of these investments. "I don't know. But it's not illegal. I could have known," he said, adding that there is no law requiring "recusal from every decision that might relate to you while running a country. It's simply not practical."
Major European Countries Believe Tolls in the Strait of Hormuz Are Now Unavoidable
Market sources indicate that major European countries now believe imposing tolls in the Strait of Hormuz is unavoidable. (Jin Shi)
Industry News
U.S. CFTC Chairman Michael Selig criticized Illinois for passing a 0.2% crypto transaction tax, stating that the state's lawmakers "hit the brakes on technological progress" and put local residents at a disadvantage in future digital asset innovation. Illinois Governor JB Pritzker signed the Digital Asset Tax Act last month as part of the state's FY 2027 budget plan. The bill imposes a 0.2% tax on crypto transactions, set to take effect in January 2027.
Selig stated that just as the internet revolutionized information transfer, blockchain will also transform value transfer. In the future, nearly all assets—from commodities and currencies to stocks and bonds—could be tokenized. He believes Illinois' move contradicts Washington's push for digital asset innovation and could drive capital, businesses, and tech talent to other jurisdictions.
Foreign Media: Chinese Police Disclose Forensics Process for Tracking and Freezing Cryptocurrency
The South China Morning Post reported a technical paper published on June 4 by Sun Shengbin of Wenzhou Public Security Bureau and Lou Yandi of the Zhejiang Provincial Public Security Department Criminal Investigation Corps in the journal Forensic Science and Technology. The paper systematically details the forensic process for evidence collection, tracking, seizure, and freezing in crypto-related cases.
The report shows investigators can locate assets by scanning phones, computers, and hardware wallets for private keys, seed phrases, screenshots, and chat records. If keys are not directly obtained, they can track assets using blockchain transaction records, cross-chain transfer paths, coin-mixing fund flows, and exchange KYC information. For confirmed illicit assets, police can transfer them to controlled wallets by changing private keys or coordinate with exchanges to freeze accounts. The report also emphasizes that private key custody must be separated from case handling, and a complete oversight record must be maintained.
Project News
Aave founder Stani announced on X that the Aave V3 lending protocol has been deployed on Monad. The initial market supports 12 assets: USDT0, USDC, Aave stablecoin GHO, USDe, mUSD, AUSD, WETH, cbBTC, wstETH, weETH, syrupUSDC, and sUSDe.
Polygon Founder: Network Officially Enters Deflationary State, Over 107 Million POL Burned This Year
Polygon founder Sandeep shared data on X, stating that from the start of 2026 until now, approximately 105.2 million POL were newly minted on Polygon, while around 107.7 million POL were burned through the base fee mechanism. With burn volume exceeding new issuance, the Polygon network has officially achieved annual net deflation. Sandeep added that the reduction in POL supply is mainly due to base fee burns from high transaction volume on Polygon as a payment chain. In May, Polygon processed over 198 million transactions, surpassing other public chains.
THENA Unveils 2.0 Roadmap, Plans to Issue ~32.61 Million New Tokens for Treasury Expansion
THENA, a decentralized liquidity platform on BNB Chain, unveiled its 2.0 roadmap. It plans to issue approximately 32.61 million THE tokens (about 10% of the original max supply) in two batches of 5% each, injected into a multi-sig treasury to support long-term ecosystem development and expansion. Key focuses for THENA 2.0 include rebuilding core liquidity and trading activity, advancing mobile and consumer-grade trading experiences, building a unified financial ecosystem entry point, specifically addressing tokenized real-world asset (RWA) liquidity, and expanding spot and perpetual trading capabilities. The roadmap is subject to approval by the governance mechanism (veTHE voting).
Taiko: Network Fully Restored, All User Funds Replenished
Ethereum Layer 2 project Taiko has reopened its cross-chain bridge. Taiko stated that the network is now fully restored, all user funds have been replenished, and a comprehensive post-mortem report on the vulnerability incident will be published soon.
Fundraising
Crypto-Friendly Bank Erebor Bank Seeks New Funding Round, Potential Valuation of $8 Billion
Erebor Bank, backed by investor Peter Thiel, is in talks for a new funding round targeting a valuation of at least $8 billion, nearly double its valuation of approximately $4.35 billion late last year. Sources say the bank's deposits have nearly quadrupled in the past three months. Erebor Bank obtained a banking license just five months after its founding and is now attracting new capital interest as deposits grow rapidly.
Hamilton Lane's Equity Strategy Fund Closes $3.8 Billion Raise
Global private markets investment giant Hamilton Lane announced that its direct equity strategy fund, Hamilton Lane Equity Opportunities Fund VI (EO VI), has closed with $3.8 billion in commitments, surpassing the $2.1 billion raised for its predecessor fund. Investors include public pensions, sovereign wealth funds, union pensions, endowments, foundations, and family offices. The fund provides investors with diversified investment exposure.
People & Voices
Dragonfly Managing Partner: Still Bullish on ETH and SOL
Dragonfly Managing Partner Haseeb expressed on X that the crypto industry is not moving towards the middle. People leaving the industry is a form of natural selection, a healthy phenomenon similar to the natural shakeout after the early tech bubble burst. Those who remain are those who truly believe in the long-term value. Short-term pain, but long-term positive.
Haseeb added that he remains bullish on ETH and SOL, believing both have a massive future. Crypto is essentially a continuation of technology and the internet, and will change the world like the internet did.
Galaxy pointed out on X that many Registered Investment Advisors (RIAs) face difficulty meeting client demand for DeFi allocation while complying with the SEC's Custody Rule. Current rules require client assets to be held by a Qualified Custodian (QC), effectively excluding the self-custody path and making it difficult for traditional financial accounts to participate directly in DeFi strategies.
Bloomberg Analyst: June ETF Market Sees 'Berserker' Performance, Inflows Near Record Highs
Bloomberg Senior ETF Analyst Eric Balchunas reported that the June ETF market saw 'JUNE-SANITY' level performance, with multiple indicators nearing or breaking historical records. Data shows 214 new ETF products were launched in June, roughly 10 per day, significantly setting a new record. Additionally, monthly ETF trading volume reached $7 trillion, the second-highest ever. Net ETF inflows for the month hit $191 billion, the second-highest monthly figure ever, with an average daily inflow of about $90 billion spread across approximately 2,700 different funds.
