Odaily Planet Daily News The U.S. Senate is reviewing the "CLARITY Act," which includes a new provision aimed at prohibiting the President and other federal government officials from issuing or promoting cryptocurrencies and other digital assets.

It is reported that Republican senators updated the bill text on Wednesday. This bill is considered the first comprehensive piece of legislation in the U.S. to regulate the digital asset market. The latest update introduces provisions that restrict the President and other federal officials from profiting through crypto assets.

Currently, the specific implementation details and scope of application of this provision have not yet been announced. (CNBC)

Odaily星球日報訊 灰度研究主管 Zach Pandl 發文表示，市場目前對比特幣熊市何時結束主要存在兩種觀點：一是遵循「四年週期」，二是將比特幣視為受宏觀因素驅動的成熟資產。「四年週期」觀點認為，減半事件仍是比特幣價格週期的核心驅動因素。歷史上，比特幣通常在週期頂部約一年後、減半約 2.5 年後觸底，累計回撤幅度平均約 80%。按照這一規律，本輪比特幣仍可能進一步下跌，並在 9 月或 10 月形成底部。另一種觀點認為，比特幣價格今後將像其他主要資產一樣，更多受到經濟增長、實際利率及聯準會政策變化影響。過去數輪比特幣熊市通常伴隨經濟增長放緩或實際利率上升，本輪下跌同樣發生在升息預期升溫與實際利率上行背景下。Pandl 表示，其更認同宏觀驅動觀點。若聯準會不再升息，且經濟增長保持穩定，比特幣價格可能已經觸底。

Odaily星球日报訊 根據 MSX.COM 數據，超微電腦(SMCI.O)漲幅擴大至 25%，為 2024 年以來最大漲幅。消息面上，此前該公司表示 2026 財年末積壓訂單達到歷史新高，第四季度新訂單總額超過 600 億美元。這些新訂單預計將在未來幾個季度交付。

Odaily星球日报讯 根据 MSX.COM 数据，戴尔科技(DELL.US)大涨超 11%，报 451.36 美元/股，总市值逼近 2900 亿美元。

Odaily reports, according to Iran's Tasnim News Agency, military sources stated that if Washington attacks Iranian bridges or power plants, Tehran will retaliate against US-affiliated regional infrastructure, including bridges or energy facilities. (Jinshi Data)