Something significant is happening right now that could mark the start of the next phase of Bitcoin's price movement.

Oil prices have climbed above $105 following the breakdown of U.S.-Iran discussions in Islamabad, which has reignited concerns of potential conflict in global energy markets. According to NS3.AI, the Kobeissi Letter reported that Google search interest for 'price of oil' has reached an unprecedented level, surpassing the peaks of 2022 and 2008 by 300%.

Genius announced on its X platform that it has added a "refund" function to its airdrop program based on community feedback. Users can choose to burn all their GENIUS airdrop shares within 48 hours after the TGE event in exchange for a refund of the net transaction fees charged by the platform. The refund is calculated based on net transaction fees and does not include previously distributed trading rebates or referral rewards; it only covers Genius's own fees and does not include third-party protocol fees. The platform stated that whether to hold the tokens or apply for a refund is entirely up to the user.

South Korea's Financial Supervisory Service has issued a warning to consumers regarding increasing abuse in the cryptocurrency market linked to APIs. According to NS3.AI, these application programming interfaces are responsible for approximately 30% of the nation's virtual asset trading volume. The regulator highlighted that automated trading programs are being utilized to artificially inflate transactions and manipulate market conditions. In response, a consumer advisory was released, providing examples of such misconduct to raise awareness among investors.

According to CoinGlass data, XAU is currently trading at $4717.28, down 0.56% in the last 24 hours. Possibly influenced by geopolitical tensions such as the breakdown of the first round of US-Iran negotiations, market volatility has increased. The total trading volume of XAU contracts across all exchanges reached $1.339 billion in the last 24 hours, a 504.45% increase compared to the previous period. Among centralized exchanges, liquidity is mainly concentrated on Binance, Bitget, and OKX, with 24-hour trading volumes of $644 million, $207 million, and $171 million respectively, ranking in the top three.

A recent midday cryptocurrency digest reported a significant security breach involving the Polkadot network. According to NS3.AI, the exploit resulted in the unauthorized minting of 1 billion DOT tokens, raising concerns about the network's security protocols. In addition to the Polkadot incident, the digest highlighted geopolitical tensions, specifically the potential implications of a U.S. blockade of the Strait of Hormuz. Such an action could escalate risks in the region, affecting global markets and investor sentiment.

A significant investor, identified by the address 0xa7d1...b824, has incurred a loss of $345,000 after investing $527,000 in a prediction that the Iranian regime would collapse by June 30. According to Odaily, this investor previously placed $176,000 on a prediction that the U.S. military would invade Iran by March 31 and $148,000 on the regime's collapse by the same date, both of which did not materialize. The market's criteria for a 'yes' outcome are stringent, requiring the dissolution, paralysis, or replacement of Iran's current governing system, including the Supreme Leader's office, the Guardian Council, and the Revolutionary Guards led by clergy, by June 30, 2026. This must be confirmed by a consensus among recognized authoritative media, indicating the regime has lost control over the majority of the population. The rules specify that regular political elections, internal reforms, or power transitions do not meet the criteria. Even an internal coup retaining the core structure of the Islamic Republic would result in a 'no' settlement. Additionally, the loss of some territory or challenges from anti-government forces would not constitute a 'collapse' unless it prevents the regime from governing the majority of the population.

Western Australia is evaluating the establishment of a strategic diesel stockpile to address fuel shortages impacting critical sectors like farming and mining. Bloomberg posted on X, highlighting that the shortages have arisen due to the ongoing conflict involving Iran. The state plans to finance the fuel reserves, aiming to secure essential supplies for its industries. This initiative reflects a proactive approach to mitigate the disruptions caused by geopolitical tensions affecting global fuel availability.

1. Agent of "1011 Insider Whale": US blockade of the Strait of Hormuz may not end the conflict, but instead escalate the risks; 2. Trump: The whole world relies on the US for oil, without needing to cross the Strait of Hormuz; 3. Binance Life's market capitalization exceeds $200 million, with a 24-hour increase of 34.16%; 4. Suspected controller of Binance Life holds 110 million Binance Life tokens, worth $21.71 million; 5. A Polkadot bridge vulnerability was exploited, resulting in the issuance and sale of 1 billion DOT tokens on the Ethereum network; 6. Alameda Research unstaking and transferred $16 million worth of SOL; 7. Ethereum spot ETFs saw a net inflow of $187 million last week, with BlackRock ETHA leading the way with a net inflow of $168 million; 8. "The first token stock," XunCe (03317.HK), rose over 20%, with a cumulative increase of over 625% since the beginning of the year; 9. The South Korean gaming giant has reduced its holdings of Bitcoin and Ethereum and sold shares in a cryptocurrency exchange.

According to Odaily Seer's monitoring, a whale with the address 0xa7d1...b824 has purchased $527,000 worth of bets predicting the collapse of the Iranian regime on June 30th, and has already incurred a loss of $345,000. Previously, this whale had purchased $176,000 worth of bets predicting a US invasion of Iran before March 31st and $148,000 worth of bets predicting the collapse of the Iranian regime before March 31st, both of which failed. According to the market's rules, the "yes" criteria for this event are extremely stringent: the current ruling system of the Islamic Republic of Iran (such as the Supreme Leader's Office, the Guardian Council, and the Revolutionary Guard led by clerics) must be dissolved, paralyzed, or replaced by a completely different governance system by June 30, 2026. The judgment must be based on a recognized consensus from authoritative media confirming that the regime has lost actual control over the majority of the population. The rules explicitly state that regular political elections, internal reforms, or power transitions do not meet the criteria. Even in the event of an internal coup, as long as the core structure of the Islamic Republic is preserved, the market will still settle for "no." Furthermore, the loss of partial territory or challenges from anti-government forces do not constitute "collapse" unless they render the regime unable to govern the majority of the population. Odaily Seer continues to monitor the prediction market, seeing changes before they are priced in.

Due to a detected security incident on Polkadot, Upbit has immediately suspended deposit and withdrawal services for Polkadot (DOT) and its AssetHub Polkadot network. Upbit will work with the project team to ensure asset security, and will announce the resumption time separately after confirming the stability of deposits and withdrawals. During the service suspension, deposit refunds and withdrawal address registration will also be suspended.

The Clarity Act has become a litmus test for Washington's determination to regulate cryptocurrencies, and its successful passage will directly determine the United States' competitiveness in the global digital finance sector.

If a new Hong Kong dollar stablecoin enters the market merely as a "compliant payment instrument," it will not be easy for it to grow rapidly. This is because it is not facing a blank market, but a mature network where user habits, liquidity, and channel access are already largely solidified.

World Liberty Financial’s WLFI token—linked to Donald Trump—fell to an all-time low of $0.07714 after the project was caught using billions of its own tokens as collateral to secure $75 million in stablecoin loans, raising fresh concerns about liquidity risk and DeFi market stability.

Kraken Financial has been given a limited Federal Reserve account through the Kansas City Fed, allowing its banking arm to access Fed payment systems like Fedwire under strict conditions and a one-year trial.

The rise of perpetual contracts, the trend of on-chain migration, and emerging opportunities for developers.

Hong Kong's first batch of stablecoin licenses has finally been issued, with the Hong Kong Monetary Authority ultimately selecting only two entities: HSBC and Standard Chartered. All the Chinese-funded institutions that submitted applications had received "window guidance" from relevant departments, requesting them to postpone their participation in this stablecoin license application process.

Major companies are no longer just piling on GPUs; they are simultaneously expanding an entire layer of "CPU scheduling infrastructure" to provide operational support for AI agents. When computing power is no longer scarce, whoever can solve system-level bottlenecks first will have the last laugh in this game.

AI capabilities are iterating at an astonishing pace, and any entity with assets and data that needs protection must pay close attention to this, with the crypto industry being a prime target.

Jinse Finance launches its cryptocurrency and blockchain industry daily news report, "Jinse Morning 8," issue 3025, providing you with the latest and fastest news on the digital currency and blockchain industry.