24H热门币种与要闻｜特朗普工作人员利用Kalshi进行内幕交易被调查；美国参议院一致反对赦免SBF（7月17日）
- Quan điểm cốt lõi: Bài viết này tổng hợp dữ liệu vĩ mô, động thái quản lý và tiến triển của ngành trong thị trường tiền điện tử và tài chính truyền thống. Điểm nhấn chính bao gồm cuộc điều tra của CFTC Hoa Kỳ về giao dịch nội gián trên thị trường dự đoán, việc gã khổng lồ thanh toán Visa ra mắt nền tảng stablecoin, và khoản đầu tư tổ chức lớn mà Crypto.com nhận được.
- Yếu tố chính:
- Diễn biến thị trường: Trong Top 10 khối lượng giao dịch trên CEX, các đồng tiền chủ chốt như BNB, BTC, ETH đều giảm 1-3%, ZEC giảm mạnh nhất 6,82%; LUMIA tăng ngược dòng 20,33%.
- Động thái quản lý: CFTC Hoa Kỳ điều tra vụ giao dịch nội gián tiềm ẩn trên thị trường dự đoán Kalshi; Thượng viện Hoa Kỳ nhất trí thông qua nghị quyết phản đối ân xá cho người sáng lập FTX, SBF.
- Ứng dụng ngành: Visa ra mắt nền tảng dịch vụ stablecoin cấp doanh nghiệp, ban đầu hỗ trợ OUSD, USDC, v.v., hướng đến các tổ chức tài chính và thương nhân toàn cầu.
- Đầu tư và tài trợ: Crypto.com nhận được 400 triệu USD đầu tư từ Citadel Securities, định giá đạt 20 tỷ USD; Fireworks AI hoàn tất vòng gọi vốn 1,5 tỷ USD.
- Dự án và công nghệ: Top 5 Meme coin là mememoney, MIM, SOUND, ACCOUNT, MON; Công ty an ninh AI Agent Runta nhận đầu tư từ a16z.
- Quan điểm nhân vật: JPMorgan cho rằng việc Strategy tăng dự trữ tiền mặt là tín hiệu tích cực cho Bitcoin; ARK Invest chủ trương rằng tài chính truyền thống trong tương lai sẽ phụ thuộc vào cơ sở hạ tầng DeFi mở.
1. CEX Hot Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BNB: -1.42%
- BTC: -1.46%
- ETH: -3.02%
- SOL: -2.86%
- XRP: -2.38%
- RE: +0.25%
- TREE: -0.23%
- ZEC: -6.82%
- LUMIA: +20.33%
- TRX: -0.37%
Top 24h Gainers (Data Source: OKX):
- POR: +32.51%
- ARG: +23.08%
- LRC: +15.33%
- DGB: +14.14%
- MENGO: +12.69%
- KAITO: +12.41%
- CRO: +9.32%
- OFC: +9.21%
- RESOLV: +9.13%
- KAT: +6.16%
Top 24h Crypto-Stock Gainers (Data Source: msx.com):
- SQQQ.M: +6.16%
- AVAV.M: +5.56%
- ETHD.M: +5.33%
- INTU.M: +4.95%
- NVDQ.M: +4.73%
- PLD.M: +4.63%
- GLL.M: +4.31%
- ABBV.M: +4.21%
- NKE.M: +4.21%
- ADBE.M: +3.98%
2. Top 5 On-Chain Hot Meme Coins (Data Source: GMGN):
- mememoney
- MIM
- SOUND
- ACCOUNT
- MON
Headlines
The US CFTC is investigating a potential insider trading case involving the prediction market platform Kalshi. A staffer reportedly responsible for managing President Trump's teleprompter is alleged to have used early access to speech content to place bets on related prediction contracts on Kalshi, raising concerns about regulatory risks of insider trading in prediction markets. (CNBC)
US Senate Unanimously Opposes Pardon for FTX Founder SBF
The US Senate unanimously passed a non-binding resolution stating that SBF should not receive a presidential pardon or commutation. The resolution was pushed by Senators Cynthia Lummis and Ruben Gallego. SBF was convicted in November 2023 on seven charges related to the collapse of FTX and is expected to be released around 2044 at the earliest. Trump has previously stated he has no plans for a pardon. (CoinDesk)
US Stock Memory Sector Leads Declines; SK Hynix Falls 6.58%
According to MSX.COM data, the US stock memory sector led the declines, with SK Hynix dropping 6.58%, Micron Technology falling 3.16%, and SanDisk down 4.27%. Popular chip stocks like NVIDIA, TSMC, and AMD also fell in tandem, while UnitedHealth surged 8% after raising its full-year guidance.
Industry News
US Military Strikes Iranian Airports, Bridges, and Railway Hubs
According to CCTV reports, the US military launched significant strikes on the Iranian port of Bandar Abbas, hitting a communication tower and causing power outages in some areas. US fighter jets also bombed the Iranshahr Airport in southeastern Iran, with local residents reporting three powerful explosions. An attack on the Bandar Abbas railway junction resulted in two injuries, while strikes on two bridges in Hormozgan province killed two and injured four. (Jinshi)
CXMT's Online IPO Final Allocation Rate Approximately 0.4714%
CXMT (Changxin Memory Technologies) announced the final allocation rate for its Shanghai Stock Exchange STAR Market IPO was approximately 0.47141739%. The issuance price was RMB 8.66 per share. There were 9,428,800 valid online subscription accounts, subscribing for 816.920 billion shares. After the clawback mechanism, the final online issuance volume was 3.851 billion shares.
Project News
Payment Giant Visa Launches Enterprise-Grade Stablecoin Service Platform
Visa launched the Visa Stablecoin Platform, offering stablecoin services to approximately 15,000 financial institutions and over 200 million merchants globally. Initially, it supports the new stablecoin OUSD, as well as USDC and USDG. Competitors like Mastercard and American Express are also accelerating their stablecoin deployments, as the industry transforms from a crypto payment tool into a component of the global financial infrastructure. (Fortune)
Fundraising
Crypto.com Receives $400 Million Investment from Citadel Securities, Valued at $20 Billion
Crypto exchange Crypto.com received a $400 million investment from Citadel Securities, reaching a valuation of $20 billion. This marks its first institutional funding round since its founding in 2016. Funds will be used to expand into tokenized securities, derivatives, and other asset classes.
a16z Invests in AI Agent Security Company Runta
a16z announced an investment in AI agent security startup Runta, with the specific amount undisclosed. The company aims to help businesses manage and constrain AI agents "like raising children," providing infrastructure for identity management, permission control, and risk limits. (The Information)
AI Food Platform Wonder Raises $650 Million, ARK Invest Participates
AI food platform Wonder completed a $650 million funding round, with participation from Accel, GV, NEA, and new investor ARK Invest. Goldman Sachs, Jefferies, and JPMorgan Chase acted as placement agents. The post-money valuation reached $9 billion, and the company plans to launch an IPO early next year. (Fortune)
AI Infrastructure Startup Fireworks AI Raises $1.5 Billion, Led by Index Ventures and Others
Fireworks AI completed a $1.5 billion funding round, valuing it at $17.5 billion. The round was led by Atreides Management, Index Ventures, and TCV, with participation from NVIDIA and others. The company provides developer services for running open-source AI models in the cloud, processing approximately 40 trillion AI tokens daily. (CNBC)
Prediction Market Platform Pascal Raises $9 Million Series A, Led by USV
Prediction market platform Pascal raised $9 million in a Series A round led by USV. The platform aims to build a next-generation prediction market for professional traders and institutional users, challenging the landscape dominated by Kalshi and Polymarket, employing a trading model closer to perpetual swaps. (Fortune)
Bloom Energy secured a $1.7 billion project investment, with participation from IDF and Oaktree. Morgan Stanley acted as the tax equity financing arranger, and MUFG Bank provided senior debt financing. The investment will be used to provide dedicated behind-the-meter power supply for AI cloud computing company Nebius. (Prnewswire)
Voices
JPMorgan analysts believe that Strategy's increase in dollar cash reserves from $2.55 billion to $3 billion, along with positive bitcoin futures capital flows, are positive signals, despite still volatile spot bitcoin ETF flows. Analysts previously suggested Strategy should increase its cash reserves to cover two to three years of dividends to alleviate market concerns about it being forced to sell bitcoin. (The Block)
Lorenzo Valente, Head of Research at ARK Invest, refuted a16z Crypto's view that traditional finance needs blockchains but not DeFi, arguing financial institutions are more likely to build on open DeFi infrastructure in the future. He believes the next-generation financial infrastructure builders could be crypto-native companies like Circle and Coinbase. A co-founder of Sentora also believes financial institutions will ultimately adopt DeFi's underlying infrastructure while layering on compliance control mechanisms. (Cointelegraph)
Jensen Huang: We Are at the Start of a Cycle
NVIDIA CEO Jensen Huang stated that we are at the beginning of a cycle. (Jinshi)
