According to Odaily, Fed's Hammack stated that the job market is near full employment and the growth outlook is good. Inflation remains too high, and the Fed may need to consider raising interest rates. (Jin Shi)

According to the latest report from investment bank Jefferies, although the U.S. 《Clarity Act》 has passed a bipartisan vote of 15:9 in the Senate Banking Committee, it still faces significant obstacles in the subsequent legislative process. Political uncertainty could exacerbate crypto market volatility in the coming weeks. The bill aims to clarify the regulatory boundaries for digital assets between the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC), and is considered a core legislative framework for U.S. crypto market structure. Jefferies pointed out that if it passes smoothly, it would significantly boost institutional participation, while delays would prolong regulatory uncertainty.

Currently, Polymarket data shows that the probability of the bill passing by the end of 2026 has dropped to 48%, a significant decline from 70% in mid-May, mainly due to disputes over ethics provisions, anti-money laundering scrutiny, and a tight Senate agenda. Analysts say that with only about 20 legislative days left before Congress recesses in August, it needs to complete steps such as coordinating versions between the House and Senate, procedural votes, and submitting to the President for signature. If it cannot advance before the recess, it may be delayed until next year, or even further postponed due to changes in the election cycle.

Jefferies believes that if the bill is enacted, it will drive the expansion of tokenized assets, custody, staking, lending, and crypto ETFs, benefiting the development of markets like Bitcoin (BTC) and Ethereum (ETH). However, if delayed, it could suppress institutional investment in on-chain infrastructure and crypto-related IPOs.

Additionally, the market expects policy uncertainty to continue affecting the stock performance of crypto-related public companies such as Circle, Coinbase, and Bullish. Jefferies added that even as regulation gradually becomes clearer, intensified competition among stablecoins in the future could still become a long-term source of pressure for companies like Circle. (CoinDesk)

Odaily星球日報訊 Circle 聯合創始人兼首席執行官 Jeremy Allaire 發文疑似回應 Open USD 推出，他表示穩定幣正隨著互聯網重塑貨幣存儲與流通基礎設施，成為全球最大的潛在市場機會之一，並強調其長期堅定看好該賽道。

Circle 將持續擴展 USDC 生態系統，通過接入更多區塊鏈網路、提升跨鏈互通性，並加強與傳統金融體系的整合，包括銀行、支付公司及資本市場機構，以推動穩定幣基礎設施進一步標準化，同時歡迎行業內持續創新與競爭，並將專注於構建更完善的穩定幣基礎設施，同時提升合作夥伴的生態參與度與經濟收益機制，旨在推動「穩定幣原生互聯網金融體系」的發展。

此前消息，或受 Open USD 競爭消息影響，CRCL 盤中大跌近 9%。

Odaily星球日報訊 Sovright（前 Electric Coin Company 相關 Zcash 研發非營利繼任組織）正式發布名為「Argos」的錢包恢復工具，旨在幫助早期 Zcash 用戶恢復因 2022 年舊版 ZEC Wallet Lite 停止維護而「卡住」的資金。

Sovright 執行董事會主席 Michelle Lai 表示，Argos 可在用戶仍持有舊錢包助記詞的情況下，恢復受影響資產，但由於僅涉及特定 shielded 地址，受影響規模無法精確統計，不過估計「金額可觀」，主要集中在早期長期持有者群體。她稱該問題屬於社區長期未解決的「技術坑洞」，雖不顯眼但持續侵蝕用戶信任。

Sovright 目前僅由三名核心成員組成，均來自前 Bootstrap 體系，團隊同時還在測試一項隱私型 Zcash 礦池，以降低算力集中度並提升網路去中心化程度。該組織前身治理結構此前經歷重大調整，Electric Coin Company 員工已集體出走並成立新實體 Zcash Open Development Lab（ZODL），並獲得 Paradigm 與 a16z 等機構支持，專注 Zcash 相關產品開發。

Sovright 強調與 ZODL 之間並無對立關係，並表示將繼續專注解決 Zcash 生態中的「長期遺留問題」，包括錢包可用性與基礎設施穩定性等關鍵痛點。（The Block）

Odaily星球日報訊 目前霍爾木茲海峽上已出現三條不同航線。第一條航線位於霍爾木茲海峽北部，由伊朗控制。第二條航線穿過海峽中部，它是霍爾木茲海峽受阻前的常規國際航道；第三條航線則位於海峽南部，途經阿曼附近海域，該航線由阿曼、美國和國際海事組織協調運行。文章分析稱，由於多條航線管理方不同，霍爾木茲海峽航運秩序變得更加複雜。（CCTV 國際時訊）

Odaily Planet Daily News: US semiconductor upstream equipment concepts collectively rose, with ASML up 4.84%, LRCX up 4.53%, AMAT up 4.14%, and KLAC up 6.04%.

Odaily星球日报讯 Hyperbot 数据显示，麻吉大哥黄立成的 25 倍杠杆以太坊多单在过去 1 小时遭部分强平，现仓位仅剩 880 枚 ETH，浮亏 2.2 万美元，清算价暂报 1543 美元，投资回报率为负 39.85%。

Odaily Planet Daily News According to MSX.COM data, SanDisk (SNDK.O) stock price rose over 5%, and Bernstein raised its target price from $1,700 to $3,000.

Odaily星球日报訊 據 Gate 數據，現貨黃金短線走高逾 20 美元，突破 4040 美元/盎司，日內漲 0.7%。

美國與伊朗同意舉行和平會談，燃料價格下跌，令美國 6 月份消費者信心小幅上升。週二公佈的數據顯示，在對上月數據進行下修後，美國諮商會的消費者信心指數上升了 0.6 點，達到 91.2。經濟學家預期中值為 94.4。反映當前狀況的指標有所下降，而反映未來六個月預期的指標則有所上升。

Odaily Planet Daily News According to The Information, OpenAI's engineering team recently told some colleagues that the company has found a new system optimization method that can reduce the "inference" cost of AI models by more than half. Inference cost refers to the computing resource cost consumed when the model is actually running and responding to user requests. This optimization mainly comes from improving the utilization efficiency of existing server resources, rather than relying on new computing chips. This progress reflects that while AI companies continue to compete for computing resources, they are also improving the efficiency of existing infrastructure through software and system-level optimization to alleviate the rapidly growing cost pressure of model operation.

Odaily reported that US May JOLTs job openings were 7.594 million, expected 7.30 million, while the previous reading was revised from 7.618 million to 7.585 million.

US June Conference Board Consumer Confidence Index came in at 91.2, expected 94.6, previous 93.1. (Jin Shi)

Odaily星球日報訊 MetaMask 宣布推出全新自托管帳戶「Money Account」，將穩定幣收益、支付消費與交易功能整合至單一錢包體系，進一步推動其向綜合金融平台轉型，該產品由 Consensys 發布，基於 Monad 區塊鏈構建，核心資產為美元錨定穩定幣 mUSD。用戶可在持有資產的同時獲得最高約 4% 的浮動年化收益，資金將自動配置至 Morpho 等去中心化借貸協議，後續還將接入 Aave。

與傳統 DeFi 產品不同，該帳戶無需手動在協議間轉移資金，收益在存入後即可自動生效，並可直接用於代幣兌換、永續合約及預測市場等交易功能。（CoinDesk）

Odaily Planet Daily News: Possibly influenced by the news that Visa, Stripe, Mastercard and other institutions are collaborating to launch the stablecoin Open USD, Circle (CRCL) fell below $70 during trading, temporarily reported at $69.53, a daily decline of 8.59%.

According to data from MSX.COM, U.S. optical communication stocks posted broad gains. Astera Labs rose over 5%, while Corning and Amphenol gained nearly 3%, with all three hitting all-time highs. Credo Technology surged over 5%, and Marvell Technology advanced more than 2%.

Odaily星球日報訊 城堡證券分析師 Scott Rubner 指出，今年以來，散戶投資者一直以創紀錄的速度進行「抄底」。Rubner 匯總的數據顯示，在標普 500 指數下跌的日子裡，散戶的買入量幾乎是日均水準的 3.5 倍；「逢低吸納」已成為 2026 年上半年散戶投資者的首選策略。這是該公司自 2020 年開始追蹤此類數據以來最強勁的逢低買入行為，其規模甚至超過了「迷因股」（散戶抱團股）熱潮盛行的 2021 年所創下的紀錄。（金十）

Odaily星球日報訊 經濟學家、黃金支持者 Peter Schiff 在最新評論中表示，市場普遍認為比特幣跌至 2 萬美元「幾乎不可能」，但這一判斷缺乏依據。

Schiff 指出，比特幣在約 3.5 年前曾跌破 2 萬美元水平，這一時間並不算久遠，因此不能排除再次回到該價格區間的可能性，資產在較短週期內出現大幅回撤在金融市場中並不罕見。他進一步表示，由於比特幣相較多數股票波動性更高，因此在宏觀或流動性環境變化下，出現類似幅度的回調「完全合理」，市場不應低估下行風險。