24H熱門幣種與要聞｜聯準會如期維持利率不變；美國兩黨聯合提案禁止特赦SBF（6月18日）
- 核心觀點：加密貨幣市場整體承壓，BTC、ETH等主流幣種普遍下跌，而部分小市值幣種及幣股漲幅顯著。同時，聯準會鷹派立場、行業監管動態與基礎設施升級成為市場關注焦點，表明行業正從敘事驅動轉向數據驗證。
- 關鍵要素：
- CEX成交額前十的幣種24小時內集體下跌，跌幅在0.55%至7.25%之間，UNI和WLD跌幅居前。
- OKX數據顯示，XPL、BIO、ENA等小市值幣種逆勢上漲，漲幅超過17%，顯示結構性資金輪動。
- 聯準會維持利率不變，但點陣圖顯示鷹派傾向，9名官員預計2025年至少加息一次，市場利率預期或重新調整。
- 美國兩黨議員聯合提案，明確反對對FTX創始人SBF進行總統赦免或刑期減免，強化監管問責信號。
- Base將推出Beryl硬分叉，引入B20原生代幣標準，將提現確認期從7天縮短至5天，並提升網路效率。
- a16z crypto指出，加密行業進入「Show Me時代」，市場更關注真實數據與產品落地，而非願景與白皮書。
1. Hot Tokens on CEX
CEX Top 10 by Trading Volume & 24h Change:
- BTC: -1.92%
- ETH: -2.25%
- SOL: -2.03%
- XRP: -2.53%
- BNB: -0.76%
- WLD: -6.12%
- ZEC: -3.75%
- UNI: -7.25%
- XAUT: -0.55%
- DOGE: -1.57%
24H Gainers List (Data Source: OKX):
- XPL: +17.45%
- BIO: +13.14%
- ENA: +9.89%
- ETHFI: +8.35%
- ZAMA: +7.49%
- XLM: +7%
- ROBO: +7.01%
- ASTER: +6.92%
- ENJ +5.74%
- MEGA: +5.14%
24H Crypto-Stock Gainers List (Data Source: msx.com):
- EBON.M: +23.59%
- PDYN.M: +20.69%
- QNT.M: +15.44%
- EOSE.M: +15.12%
- MNTS.M: +12.67%
- WOLF.M: +12.44%
- MRNA.M : +11.93%
- SIMO.M: +11.61%
- BTGO.M : +11.21%
- MUU.M: +11.06%
2. Top 5 Hot Memes On-Chain (Data Source: GMGN):
- SPACEMOON
- Lobster
- Crab Effect
- Mindset
- Mars
Headlines
Fed Holds Rate Steady as Expected, But Overall Hawkish; Policy Statement Gets Major Overhaul
The Federal Reserve held the benchmark interest rate steady at 3.50%-3.75% for the fourth consecutive meeting, in line with market expectations.
"Fed Whisperer" Nick Timiraos commented on the Fed's rate decision: This meeting's dot plot clearly shows a hawkish tilt. Among the 18 officials, 9 expect at least one rate hike this year, with 6 of them even anticipating multiple rate increases. In contrast, only 1 official expects a rate cut this year; additionally, one participant (presumed to be Fed Chair Walsh) did not submit a Summary of Economic Projections (SEP).
At the same time, the Fed's policy statement underwent a comprehensive revision from start to finish, with the text length significantly shortened. Overall, the communication framework for this meeting has changed markedly, and market expectations for the interest rate path may be recalibrated as a result.
Bipartisan US Lawmakers Propose Resolution: Oppose Presidential Pardon or Sentence Reduction for SBF
U.S. Senators Rubén Gallego (Democrat, Arizona) and Cynthia Lummis (Republican, Wyoming) jointly introduced a bipartisan resolution calling for Congress to formally oppose any presidential pardon, commutation, or other form of federal clemency for FTX founder Sam Bankman-Fried. The two senators stated that SBF's trial process in court has been completed and he should not seek further leniency. Gallego described him as "showing no remorse," while Lummis stated he should bear the established responsibilities rather than "chasing an unearned pardon."
Polymarket Celebrates 6th Anniversary, Platform Cumulative Trading Volume Exceeds $88 Billion
Polymarket's founder celebrated the platform's 6th anniversary on June 17th via X, stating, "I am sincerely grateful to be doing this work, which means so much to me. It's breathtaking to see the world slowly catch up to this crazy idea called 'information markets.' But we still have a long way to go."
According to Dune data, six years after its launch, Polymarket's cumulative trading volume has exceeded $88 billion.
Industry News
Fed Chair Walsh: Inflation Well Above 2% Target
Fed Chair Walsh: Inflation remains well above the 2% target, persistently high prices are a burden, and recent history should not be a prelude to inflation problems.
Project News
Lighter official posted on X updating protocol buyback data, stating that since TGE, over 15 million LIT tokens have been repurchased, accounting for approximately 6% of the circulating supply.
Base to Activate Beryl Hard Fork Upgrade, Introducing B20 Native Token Standard
According to official sources, Base is about to launch the Beryl hard fork upgrade, introducing the B20 native token standard. This upgrade will shorten the final confirmation period for single-proof withdrawals from 7 days to 5 days, upgrade to Reth V2, reducing disk usage by 50% and increasing throughput by 33%.
Beryl will be activated on the Sepolia testnet at 2:00 AM UTC+8 on June 19th and on the mainnet at 2:00 AM UTC+8 on June 26th.
B20 is Base's native token standard, an ERC-20 compatible token implemented via Rust precompiles, designed for stablecoin, RWA, and long-tail token issuers. It comes with a built-in compliance toolkit including transfer strategies, freezing and clawback, role-based access control, memos, and supply caps.
Funding
Karta Raises $140 Million in Series A, Co-Led by Galaxy Ventures and CIM
Karta announced the completion of a $140 million Series A funding round, co-led by Galaxy Ventures and CIM. Karta is a US credit card product for global travelers, requiring no US Social Security Number to apply.
Stablecoin Payment Infrastructure Trace Finance Secures $32 Million Series A, Led by CoinFund
Stablecoin payment infrastructure Trace Finance announced a $32 million Series A funding round led by CoinFund, with participation from Coinbase Ventures and others. Trace Finance plans to use this funding to expand operations in Latin America and the Asia-Pacific region and advance more license applications. The company stated that it has processed over $10 billion in institutional cross-border transaction volume to date.
Sharon AI Issues Convertible Senior Notes to Raise $700 Million
Sharon AI announced the issuance of convertible senior notes to raise $700 million, the proceeds of which will support its computing agreement with NVIDIA.
AI Financial Compliance Infrastructure Flagright Raises $12.5 Million Series A with YC Participation
AI financial compliance infrastructure Flagright announced the completion of a $12.5 million Series A funding round, led by Infinity Ventures, with participation from Y Combinator, Sella Direct Ventures, and existing investor Frontline. The funding will drive its expansion in "explainable AI compliance" scenarios and accelerate its market presence in the US, strengthening its enterprise-grade standards in the financial crime compliance sector. Flagright states that financial crime compliance is entering a phase of platform transformation, as banks, payment firms, lenders, and brokerages face higher transaction volumes, stricter regulations, and more complex financial crime methods, making traditional compliance systems inadequate for current demands.
People & Voices
Kalshi CEO: When Mentioning Competitors, First Thought Is Not Polymarket, But CME and Robinhood
Kalshi co-founder and CEO Tarek Mansour said in a FOX interview: "Honestly, when I think of competitors, it's not Polymarket that comes to mind most, but rather other platforms. We are surrounded by a group of competitors."
In subsequent interviews, Tarek primarily mentioned CME and Robinhood. The former previously assisted betting giant FanDuel in launching its own prediction market product, while the latter has also launched its self-built prediction market, Rothera. Additionally, Tarek mentioned DraftKings, Novig, and Coinbase.
a16z crypto published an article pointing out that the crypto industry is entering the so-called "Show Me" era, where markets and media no longer accept projects relying solely on vision and whitepapers, but demand real data and verifiable product deployment. In the past decade, crypto projects often relied on the "vision is product" logic, gaining market attention through whitepapers, token narratives, and proof-of-concept. However, with stricter regulations, increased negative industry incidents, and institutional entry, this model is failing. At the same time, the accelerated entry of traditional financial institutions into the crypto space, including BlackRock's tokenized money market funds, Fidelity's ETF initiatives, and JPMorgan Chase's advancements in on-chain settlement and proprietary blockchain networks, has significantly raised the industry bar, making "real products and actual usage" the new competitive standard.
Michael Burry, known for successfully shorting the US subprime mortgage market, stated he currently has neither a long nor a short position in SpaceX, the primary reason not being based on fundamental analysis of the company, but rather the prohibitively high cost of shorting. Burry wrote that SpaceX is essentially just "a small aerospace company, a niche telecom operator, a troubled social media company, and a CoreWeave-light computing service provider," generating less than $20 billion in annual revenue yet commanding a market valuation of around $3 trillion. These remarks come amidst SpaceX's rising stock price post-IPO. The company's stock rose 20% on its first trading day, followed by a cumulative gain of over 25% in the subsequent week, pushing its market cap not only past Berkshire Hathaway but into the global top five, trailing only NVIDIA, Google, Apple, and Microsoft.
