24H熱門幣種與要聞|Securitize在紐交所掛牌上市;Lighter已整合至Robinhood Wallet(7月3日)
- 核心觀點:本文匯總了2025年6月26日前後加密貨幣市場及行業動態,涵蓋CEX熱門幣種漲幅、鏈上Meme、行業監管、項目進展及投融資,核心關注點為監管分歧(如伊利諾伊州加密稅、中國警方取證)與頭部項目動態(如Securitize上市、Aave V3部署)。
- 關鍵要素:
- 市場層面:CEX成交額前十幣種普遍上漲,WLD領漲+10.90%;OKX漲幅榜RPL+52.41%居首。
- 行業監管:CFTC主席批評伊利諾伊州0.2%加密交易稅阻礙創新;中國警方披露加密貨幣資產追蹤與凍結取證流程。
- 代幣化進展:Securitize在紐交所上市(代碼SECZ);Lighter整合至Robinhood Wallet,支援永續合約及股票代幣化交易。
- 項目動態:Aave V3在Monad網路部署;Polygon確認進入通縮狀態(2026年POL銷毀量超1.07億枚);THENA公佈2.0路線圖擬增發約3261萬枚THE。
- 投融資與觀點:加密友好銀行Erebor Bank尋求80億美元估值融資;Dragonfly管理合夥人持續看多ETH和SOL。

1. CEX Popular Tokens
CEX Top 10 by Trading Volume & 24h Change:
- BTC: +2.27%
- ETH: +5.43%
- SOL: +3.99%
- XPP: +3.07%
- BNB: +1.50%
- DOGE: +2.71%
- ZEC: +4.38%
- TRX: +0.47%
- ADA: +4.93%
- WLD: +10.90%
24h Gainers List (Data Source: OKX):
- RPL: +52.41%
- ALLO: +46.44%
- BREV: +26.35%
- RE: +17.01%
- ME: +15.70%
- OFC: +14.67%
- UNI: +13.58%
- NES: +12.98%
- SKY: +11.77%
- VELODROME: +10.84%
24h Crypto-Equity Gainers List (Data Source: msx.com):
- MSTX.M: 17.23%
- CCXI.M: 15.77%
- SOXS.M: 15.28%
- TSLQ.M: 14.37%
- ICG.M: 12.01%
- AVAV.M: 11.27%
- MRNA.M: 10.62%
- FIG.M: 9.39%
- MSTR.M: 8.60%
- CONL.M: 7.17%
2. Trending On-chain Meme Coins (Data Source: GMGN):
- ANSEM
- RUSH
- FABLE
Headlines
Securitize Announces NYSE Listing
Securitize announced on X that it has officially listed on the New York Stock Exchange (NYSE) under the ticker "SECZ." The company primarily provides tokenization infrastructure services for capital markets, supporting the tokenized issuance and trading of various real-world assets.
Lighter Integrated into Robinhood Wallet, Users Can Trade Perpetuals Directly
Lighter officially announced on X that it has been integrated into the Robinhood Wallet. Users can now access native in-app perpetual contract and stock tokenization trading powered by Lighter through the wallet, using USDG as the base quote asset.
Trump Responds to Massive Crypto Gains: He Was Unaware
During a CNBC interview on Thursday, US President Donald Trump sidestepped questions about profits he earned while in office, stating that his business affairs are managed by his sons and that he was unaware of the crypto investments that netted him over $1 billion. "I've always made money," he said. "I'm a businessman, and a very good one. I made money, a considerable amount." He stated that others handle the investment of his wealth and that he doesn't know who they are. "I have other people managing the money. I haven't even spoken to them—I don't even know who they are," he said. "My son Eric handles that side of things. I don't discuss this kind of stuff with him."
Trump's latest financial disclosure report shows he earned approximately $1.2 billion from various crypto holdings last year. He stated he was unaware of these investments. "I don't know. But it's not illegal. I could have known," he said, adding that no rule requires "recusing yourself from every decision that might relate to you while running the country. Doing so would be utterly impractical."
Major European Countries Believe Tolls in the Strait of Hormuz Are Inevitable
Market News: Major European countries now believe that imposing tolls in the Strait of Hormuz is inevitable. (Jin Shi)
Industry News
US CFTC Chair Michael Selig criticized Illinois for passing a 0.2% crypto transaction tax, stating that state lawmakers have "hit the brakes on technological progress" and put its residents at a disadvantage in future digital asset innovation. Illinois Governor JB Pritzker signed the Digital Asset Tax Act last month as part of the state's FY2027 budget plan. The act imposes a 0.2% tax on crypto transactions, scheduled to take effect in January 2027.
Selig stated that just as the internet changed how information is transmitted, blockchain will change how value is transmitted. He believes almost all assets, from commodities and currencies to stocks and bonds, could potentially be tokenized in the future. He argues that Illinois' move runs counter to Washington's push for digital asset innovation and could drive capital, businesses, and tech talent to other jurisdictions.
Foreign Media: Chinese Police Disclose Forensics Process for Tracing and Freezing Crypto
The South China Morning Post reported that Sun Shengbin from the Wenzhou Municipal Public Security Bureau, Lou Yandi from the Criminal Investigation Corps of the Zhejiang Provincial Public Security Department, and others published a technical paper in the journal "Forensic Science and Technology" on June 4, systematically disclosing the process of evidence collection, tracing, seizure, and freezing in crypto-related cases.
The report shows investigators can locate assets by scanning private keys, seed phrases, screenshots, and chat records from phones, computers, and hardware wallets. If keys are not directly obtained, tracing can be done by combining blockchain transaction records, cross-chain transfer paths, coin mixing fund flows, and exchange KYC information. For confirmed illicit assets, police can transfer them to controlled wallets by changing private keys or coordinate with exchanges to freeze accounts. The report emphasizes that private key custody must be separated from case handling, and a complete supervision record must be maintained.
Project News
Aave founder Stani announced on X that the Aave V3 lending protocol has been deployed on Monad. The initial market is reported to support 12 assets: USDT0, USDC, Aave stablecoin GHO, USDe, mUSD, AUSD, WETH, cbBTC, wstETH, weETH, syrupUSDC, and sUSDe.
Polygon Founder: Network Officially Enters Deflationary State, Over 107 Million POL Burned This Year
Polygon founder Sandeep released data on X stating that from the start of 2026 until now, Polygon has minted approximately 105.2 million new POL tokens, while approximately 107.7 million POL tokens have been burned through the base fee mechanism. With the burn exceeding new issuance, the Polygon network has officially achieved net deflation for the year. Sandeep added that the reduction in POL supply is mainly due to base fee burns resulting from high transaction volumes on Polygon as a payment chain. In May, Polygon processed over 198 million transactions, surpassing other public chains in monthly transaction volume.
THENA Unveils 2.0 Roadmap, Plans to Mint ~32.61 Million Tokens to Expand Treasury
THENA, a decentralized liquidity platform on the BNB chain, unveiled its 2.0 roadmap. It plans to mint THE tokens representing approximately 10% of the original maximum supply (about 32.61 million tokens). These tokens, to be minted in two batches of 5% each, will be injected into a multi-sig treasury to support long-term ecosystem development and expansion. Key focuses of THENA 2.0 include rebuilding core liquidity and trading activity, advancing mobile and consumer-grade trading experiences, building a unified financial ecosystem entry point, strategically deploying into tokenized real-world asset (RWA) liquidity, and expanding spot and perpetual trading market capabilities. The roadmap requires approval through the governance mechanism (veTHE voting) before execution.
Taiko: Network Fully Restored, All User Funds Replenished
Ethereum Layer 2 project Taiko has reopened its cross-chain bridge. Taiko stated that the network is now fully restored, all user funds have been replenished, and a complete post-mortem report on the vulnerability incident will be released soon.
Investments & Fundraising
Crypto-Friendly Bank Erebor Bank Seeks New Funding Round, Valuation Could Reach $8 Billion
Erebor Bank, backed by investor Peter Thiel, is in talks for a new funding round targeting a valuation of at least $8 billion, nearly double its valuation of approximately $4.35 billion late last year. Sources say the bank's deposits have nearly quadrupled over the past three months. Erebor Bank obtained its banking license just five months after its establishment, and it is now attracting a new wave of capital interest as deposits grow rapidly.
Hamilton Lane's Equity Strategy Fund Closes $3.8 Billion Fundraise
Hamilton Lane, a global private markets investment management giant, announced that its direct equity strategy fund, Hamilton Lane Equity Opportunities Fund VI (EO VI), has closed with $3.8 billion in commitments. This is larger than the previous fund's $2.1 billion raise. Participating investors include public pensions, sovereign wealth funds, union pensions, endowments, foundations, and family offices. The fund will provide investors with diversified investment exposure.
People & Perspectives
Dragonfly Managing Partner: Bullish on ETH and SOL
Dragonfly managing partner Haseeb stated on X that the crypto industry isn't moving towards the middle ground. He views people leaving the industry as a natural selection process, a healthy phenomenon akin to the normal shakeout after early tech sector bubbles. What remains are people who truly believe in long-term value – short-term pain, but long-term benefit.
Haseeb added that he remains bullish on both ETH and SOL, believing both have immense futures. He stated that crypto is essentially an extension of technology and the internet, and will change the world like the internet did.
Galaxy posted on X, pointing out that many Registered Investment Advisors (RIAs) struggle to meet client demands for allocating capital to DeFi while complying with the SEC’s Custody Rule. The current rule requires client assets to be held by a Qualified Custodian (QC), effectively excluding self-custody paths and making it difficult for traditional financial accounts to directly participate in DeFi strategies.
Bloomberg Analyst: June ETF Market Shows "Crazy-Level" Performance, Inflows Near Record Highs
Bloomberg Senior ETF Analyst Eric Balchunas stated that the ETF market in June exhibited "JUNE-SANITY" level performance, with several metrics approaching or breaking historical records. Data shows that 214 new ETFs were launched in June, roughly 10 per day, significantly breaking the historical record. Monthly ETF trading volume reached $7 trillion, the second highest on record. Furthermore, net ETF inflows in June reached $191 billion, the second highest monthly level on record, with an average daily inflow of approximately $90 billion covering about 2,700 different funds.


