美国10年期国债收益率升至近8个月高位，报4.4055%。

Market & Mining - Bitcoin mining difficulty drops 7.76% to 133.79T; hashrate falls to ~903–948 EH/s. - VanEck: miner selling steady despite lower profitability; long-term holder selling declines, seen as constructive. Institutional & Market Structure - Fidelity urges SEC to clarify rules for broker-dealers to custody, trade crypto, and enable crypto-security pairs. - U.S. options exchanges remove 25,000-contract limits on BTC and ETH ETF options. - Coinbase launches stock perpetual futures for non-U.S. users, offering 24/7 leveraged equity exposure. Regulation & Policy - Brazil delays public consultation on crypto taxation. - U.S. senators and White House reach agreement in principle to support innovation and prevent deposit flight. Corporate & Investment - Ledger appoints new CFO, opens New York office, explores IPO at >$4B valuation. - Kalshi raises >$1B at $22B valuation amid regulatory scrutiny. - Eightco invests $90M in OpenAI; largest public holder of WLD token. - Bluesky discloses $100M Series B funding amid leadership transition. Security & Risk - Resolv’s USR stablecoin depegs after attacker mints 80M unbacked tokens, extracts ~$25M. - BlockSec finds AI audit bots underperform in real-world exploit testing (EVMBench).

英国首相斯塔默：霍尔木兹海峡问题需审慎考量并制定可行方案。