Odaily星球日报訊 投資銀行 TD Cowen 表示,《Clarity 法案》在 11 月中期選舉前通過絕非板上釘釘,仍面臨重大政治與政策障礙。參議院預計將於 7 月 13 日當週開始審議該法案,7 月 24 日是關鍵截止日期,眾議院將在 8 月休會前離場。TD Cowen 華盛頓研究集團董事總經理 Jaret Seiberg 質疑,若在此之前未能通過,該法案能否在秋季選舉前獲得批准。
Odaily星球日报訊 Tom Lee 在 X 平台發文表示,加密貨幣是一類高波動性資產,目前部分宏觀逆風正在對比特幣和以太幣形成壓力。當前逆風包括市場預期聯準會加息、CLARITY 法案仍處於不確定狀態、AI FOMO,以及私人信貸對資金流造成影響。他同時表示,加密市場的利多因素仍然存在,包括代幣化是一項超級趨勢,加密貨幣處於 AI 下游,貨幣正在變得數位化、軟體化,同時當前市場情緒極差,可能已接近「痛苦峰值」。
Odaily Planet Daily News Fox Business crypto reporter posted on the X platform that he did not interpret the JPMorgan blog post as support for the Clarity Act. The author praised digital assets for their potential to drive tokenization and modernize financial infrastructure, but did not support any specific legislation. Instead, he broadly advocated for establishing a digital asset market structure framework with stronger safeguards, echoing JPMorgan CEO Jamie Dimon's previous concerns about stablecoin yields and illicit finance. The reporter believes JPMorgan implies it can already innovate responsibly under the current regulatory framework, while also suggesting that if market structure legislation can address long-standing concerns such as stablecoin yields and illicit finance, it would be beneficial.
Odaily星球日報訊 據 Gate 數據,WTI 原油日內漲幅擴大至 1%,現報 70.78 美元/桶。布倫特原油現漲 1.3%,報 74.11 美元/桶。
Odaily Planet Daily News: According to Iranian media, the Iranian Embassy in Doha has refuted the baseless accusations by the U.S. President, announcing that preparations for talks between Tehran and Washington in Qatar have not yet begun. (Jinshi)
Odaily星球日報訊 據知情人士透露,隨著 Anthropic 在企業級 AI 模型市場影響力持續提升,公司今年早些時候已重新協商與 Amazon 的部分合作條款,使 Amazon 在其產品中使用 Anthropic 模型的成本有所上升。消息稱,該調整發生在雙方合作關係再評估過程中,反映出 Anthropic 在核心模型供給上的議價能力正在增強。作為其早期重要投資方之一,Amazon 目前正評估如何優化相關 AI 模型使用成本結構,以應對潛在費用上升壓力。目前雙方尚未公開披露具體定價變化細節。(金十)
Odaily星球日報訊 Sui 在 X 平台發文表示,Sui 上的免 Gas 轉帳可保持智慧體工作流程持續運行,智慧體能夠繼續調用 API、執行任務並自主運行,不會出現凍結或停機。
Odaily Odaily Planet Daily reports that Hyperbot data shows Brother Machi has just slightly reduced his Ethereum long position with 25x leverage. The current position still holds 1200 ETH, with a liquidation price temporarily reported at $1553. The current return on investment has turned positive, temporarily standing at 0.53%.
According to Odaily, Binance founder CZ stated that the company's MiCA license application in Greece fully complied with regulatory requirements and was close to approval before being withdrawn. The process was ultimately interrupted due to the intervention of "external political factors."
In an interview, CZ noted that several EU member states had expressed interest in the license, even showing signs of "competitive bidding." However, the final regulatory progress was impacted by non-regulatory factors, forcing the application's withdrawal. Binance officially withdrew its Greek application last week, indicating it would pivot to other EU member states to continue pursuing MiCA authorization. Regarding market rumors linking him to high-ranking EU political figures, CZ stated he has not seen any verifiable documents, only similar claims online, and did not confirm them.
CZ also pointed out that the EU's MiCA transition period will officially end on July 1st. At that time, platforms without licenses must cease related service operations. National regulatory bodies have made it clear that no extensions will be granted, describing this outcome as a "lose-lose situation." Citing the regulatory histories of Japan and Singapore, he emphasized that compliance processes often require longer timeframes.
Additionally, when discussing Strategy's STRC preferred stock product, CZ remarked that its structure is "too complex," claiming it is difficult to fully understand its mechanism. However, he stressed that this does not imply a judgment on the credibility of its founder, Michael Saylor, whom he regards as a "staunch Bitcoin supporter." (The Block)
Odaily星球日報訊 灰度母公司 DCG 創始人兼首席執行官 Barry Silbert 在 X 平台轉推披露,Kraken 即將開始上線 Bittensor 子網 Alpha 代幣,首批上線代幣包括:Chutes、Targon、Score、Ridges AI、Hippius、Vanta 等。
Odaily Planet Daily News: U.S. President Donald Trump stated that regarding the lawsuit against Federal Reserve Governor Cook's qualifications, the Supreme Court remanded the case to the lower court solely on procedural grounds. We will take appropriate action immediately to ensure that those who have committed misconduct do not continue to make decisions on major matters involving the well-being of the United States. (Jin10)


