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)

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Odaily Planet Daily News: Citadel Securities stated that the AI rally is facing greater risks, including weakening demand, declining returns, and heightened political and regulatory scrutiny. Investors are underestimating Fed Chairman Kevin Warsh's determination to lower inflation, warning that higher interest rates could put pressure on risk assets. (Jin Shi)

Odaily Planet Daily News: The chat application XChat under X announced on the X platform that the Android version of the app is now available, allowing users to engage in private chats directly with friends within X. Previously, XChat was launched on the App Store on April 25.

Odaily星球日報訊 隨著歐盟《加密資產市場監管法案》（MiCA）將於 7 月 1 日全面生效，行業人士預計歐洲加密市場將迎來大規模平台重整，或有超過 1000 萬用戶面臨更換交易平台的情況。

SwissBorg 高管 Alex Fazel 表示，MiCA 新規正在迫使大量交易所停止或限制在歐盟的服務，歐洲證券和市場管理局（ESMA）已警告，未獲得 MiCA 許可的機構需在期限後逐步退出市場，並協助用戶轉移至合規平台或自託管錢包。

數據顯示，截至 2024 年，歐洲或有超過 3000 家虛擬資產服務提供商（VASP），其中約 80%預計將在監管過渡後退出市場。

分析指出，幣安等多家交易平台已提前調整歐洲業務佈局，而 Coinbase、OKX 等則通過激勵措施吸引用戶遷移。在監管收緊背景下，行業競爭正從「補貼獲客」轉向「合規與信任體系競爭」。（CoinDesk）

Odaily Planet Daily News Federal Reserve Governor Cook stated: "This matter (mortgage fraud allegations) is absolutely not about mortgage documents I signed before becoming a Federal Reserve Governor. This is purely a conspiracy to remove me from office, based on entirely fabricated excuses; I am being targeted because I refused to succumb to political pressure and insisted on setting interest rate policy based solely on what is best for the American people. And that is the most fundamental duty of a Federal Reserve Governor. Today's ruling reaffirms a principle that has underpinned generations of sound economic management: the Federal Reserve must make all policy decisions based on evidence and independent judgment, free from political interference."

"The Supreme Court's decision to uphold the lower court's order and confirm the necessity of due process and proper cause recognizes that the Federal Reserve's independence is crucial to achieving Congress's mandated goals of 'price stability' and 'maximum employment.' I am deeply gratified by this ruling. As long as I remain at the Federal Reserve, I will continue to defend the principle of political independence and serve all the American people wholeheartedly." (Jinshi)

Odaily星球日報訊 區塊鏈分析公司 Chainalysis 發布一項新的方法論提案，試圖為執法機構和調查人員建立統一的鏈上資金追蹤標準框架，用於識別地址集群並判斷其可能的控制關係。

該提案以「本體論（ontology）」形式定義鏈上分析結構，核心在於將當前行業中缺乏統一標準的「cluster（地址聚類）」概念進行體系化拆解，劃分為錢包分段與功能角色，並透過兩層結構來描述鏈上關係：第一層定義交易圖譜結構，第二層評估推斷置信度。

Chainalysis 表示，該框架旨在提升鏈上取證方法的可解釋性與法律適用性，並基於其在美國司法部相關案件中的實踐經驗進行設計驗證，包括對混幣服務 Bitcoin Fog 案件中的分析應用。該公司首席科學家 Jacob Illum 指出，該提案的目標是回答「在什麼證據基礎上可以認為這些地址屬於同一實體」，但同時強調鏈上分析本身無法直接識別最終用戶身份，仍需結合交易所等中心化實體的法律調查手段。

Chainalysis 表示，該標準提案目前正向行業開放討論，希望推動鏈上分析方法在執法與合規領域形成更統一的技術規範。（CoinDesk）

In response to recent volatility in the ANSEM token, on-chain analytics platform Bubblemaps released airdrop distribution data on X platform. Crypto KOL Ansem distributed ANSEM tokens worth approximately $6.7 million to over 700 wallets, with the data showing:

1 wallet received over $1 million worth of tokens;

6 wallets received over $100,000;

40 wallets received over $10,000; approximately 300 wallets received over $1,000;

Another approximately 400 wallets received allocations worth about $150.

Analysis indicates that the largest single receiving address obtained 10 million ANSEM, representing approximately 1% of the total supply, corresponding to a value of about $1 million at a fully diluted valuation (FDV) of $100 million.

Odaily Planet Daily News: Galaxy announced on the X platform that it has been officially included in the Russell 1000 Index, which covers approximately 1,000 largest U.S. listed companies by market capitalization and is one of the key benchmarks for measuring large-cap stock performance. Galaxy stated that its business has achieved scaled operations in the institutional-grade crypto market, while rapidly expanding its data center infrastructure construction, positioning itself as a participant connecting the crypto finance and AI computing power industries.

Odaily星球日報訊 根據 SoSoValue 數據，截至美東時間 2026 年 6 月 29 日早上八點，上週全球上市公司（不包含挖礦公司）配置比特幣的單週總淨買入為 1,465 萬美元，相比上週減少 83%。

Strategy（原 MicroStrategy) 上週未購買比特幣。同時，Strategy 宣布了兩項最高各達 10 億美元的證券回購計劃，分別針對 A 類普通股和以 STRC 為首、年股息率在 8% 至 10% 的數字信用優先股，以期在不消耗現有美元準備金的前提下優化資本結構；為了給上述回購提供資金並支持日常資本支出，董事會同時批准了一項比特幣變現計劃，允許公司通過出售比特幣來生成高達 12.5 億美元的額外收益以充實美元準備金，並在管理層認為比發行 A 類普通股或其他資本市場交易更有利時，用以支付到期的優先股股息與利息支出（或在此類支付後補充美元準備金），以及直接為上述兩項回購計劃（含相關稅費和交易費用）提供額外的資金支持。微策此舉雖釋放了變現授權，但目前僅作為回購的儲備盾牌，實際「蓄勢未賣」；其核心邏輯已從初期的「激進擴張資產負債表」轉向「利用加密資產優化權益資本結構、降低高息股滋生資本成本」的精細化運營階段。

日本上市公司 Metaplanet 上週未購買比特幣，連續 10 週未購買。

此外，另有 2 家公司上週購買比特幣。香港全球化數字化健康、消費品銷售以及人工智能算力技術集團 CIMG 宣布剛剛完成了大型股票與認股權證發行的第一期交割，收到了以比特幣支付的 1,350 萬美元(207.7 枚比特幣，平均價格為$65,000），總持倉達到 937.7 枚；巴西比特幣公司 OrangeBTC 於 6 月 29 日宣布投入 490 萬美元，以$66,233 的價格購買 74 枚比特幣，總持倉達到 3,896 枚。

截至發稿，統計中的全球上市公司（不含挖礦公司）合計持有比特幣總量為 1,142,484 枚，相比上週增加 0.02%，當前市場價值約為 685.2 億美元，佔比特幣流通市值的 5.7%。

Odaily星球日報訊 Ripple 正推動在 XRP Ledger（XRPL）上新增一層借貸基礎設施，使機構能夠以鏈上代幣化資產作為抵押進行融資，同時由協議自動執行貸款條款，而信用評估與放貸決策仍由鏈下機構完成。

據披露，該提案名為 XRPL Lending Protocol（對應 XLS-65 與 XLS-66 標準），當前仍處於技術草案階段，需通過驗證者投票批准後方可上線主網，但已在測試網路開放開發者試用。

該協議設計將借貸流程拆分為兩部分：鏈上負責資金池管理、利息計算、還款執行及違約處理等機制；而借款人信用評估與貸款條款設定則保留在傳統金融機構手中，以適應不同司法轄區的合規要求。

Ripple 表示，該機制主要面向機構短期流動性需求，例如跨境支付場景中，在結算到帳前透過穩定幣或抵押資產進行臨時融資，以提升資金效率。

分析認為，該方案試圖在保持 XRPL 開放網路屬性的同時，引入類似傳統金融的「規則固化式借貸基礎設施」，但其仍需面對 Aave、Compound、Maple 等已成熟的鏈上借貸協議競爭。（CoinDesk）

Odaily Planet Daily News The Omani Ministry of Foreign Affairs has released relevant content from a recent interview with Foreign Minister Badr. Badr stated that Oman is always committed to ensuring the Strait of Hormuz remains a safe, peaceful, and free navigation environment for all parties. He pointed out that Oman and Iran have reached a consensus in existing dialogues, and any future arrangements involving the Strait of Hormuz must be conducted within the framework of international law.

Regarding the issue of transit fees that has drawn public attention, Badr stated that Oman does not support levying tolls on ships passing through the strait, but he did not rule out exploring the possibility of mechanisms related to maritime services. Badr said that issues such as enhancing navigation safety, improving maritime accident emergency response capabilities, and preventing marine pollution can be discussed, and practices from other straits can be referenced in this regard. He stated that such arrangements would be negotiated with countries and shipping companies that use the Strait of Hormuz shipping lanes, with the purpose of improving maritime services and ensuring navigation safety, rather than adding new burdens to global trade. (CCTV News)

Odaily星球日報訊 Bitfinex 分析師表示，比特幣（BTC）當前在 6 萬美元下方持續承壓，較歷史高點 13 萬美元以上已顯著回落，市場此前押注的持續上漲趨勢正面臨明顯逆轉壓力。現貨市場出現「結構性撤離」，ETF 持續資金流出尚未結束，同時加密財庫（treasury）類需求渠道明顯降溫，使市場缺乏關鍵買盤支撐。

在情景預測中，Bitfinex 認為若短期宏觀環境再度惡化，比特幣「已實現價格」約 53,400 美元將構成重要技術支撐，但在歷史四年週期規律及邊際遞減假設下，價格仍可能出現一次跌至 4 萬美元區間的「最終下影線」。

分析稱，目前比特幣較歷史高點已回撤約 53.9%，市場下跌主要由 ETF 拋售、短期持有者止損以及資金外流共同推動，原本依賴的機構與財庫需求引擎已明顯減弱。只有在現貨需求重新回暖的情況下，比特幣才可能完成築底並恢復上行趨勢，否則短期仍面臨進一步下行風險。（Crowdfundinsider）

Odaily星球日報訊 美國總統特朗普發文稱：剛剛，我們在最高法院斯勞特案中取得了重大勝利。法院確認，根據美國憲法第二條，總統有權罷免行政部門官員以及行政機構任命的官員或代表。這項裁決是自20世紀30年代以來歷任美國總統長期尋求的結果。能夠作為現任總統贏得這一具有歷史意義、前所未有的裁決，我深感榮幸。這是涉及總統權力問題最重要的裁決之一。（金十）

Odaily Planet Daily reports that GigaDevice has issued an announcement regarding share price fluctuations. The company's stock price saw a cumulative deviation of 73.42% in closing price increases over 10 consecutive trading days from June 15, 2026 to June 29, 2026, and a cumulative deviation of 125.60% over 30 consecutive trading days from May 18, 2026 to June 29, 2026.

The storage products currently operated by the company belong to the niche storage category, primarily serving downstream markets that are broad and decentralized, excluding mobile phones, PCs, and servers, such as consumer electronics, industrial, networking, and automotive sectors. The current price increase of related products is mainly driven by the significant surge in AI-related demand in the mainstream storage market, prompting international storage giants to shift their operational focus to related product areas. The niche storage market benefits indirectly, mainly from supply tightness.

Unlike the mainstream storage market, the total downstream demand in the niche storage market is relatively stable. As industry prices rise rapidly, downstream demand has been somewhat suppressed. Subsequently, as capacity in the niche storage market marginally increases, prices will experience a considerable decline. (Jin Shi)

Odaily星球日报訊 CryptoQuant 分析師 Axel Adler 表示，比特幣仍然是核心儲備資產，但在實際運作層面，BTC 已在功能上轉變為支撐 Strategy（$MSTR）複雜資本結構的重要流動性來源。

Axel Adler 指出，隨著 Strategy 持續透過比特幣相關資產進行融資與資本管理，比特幣的角色正在從單純的價值儲備工具，進一步演變為公司資本運作體系中的關鍵流動性基礎設施。