【國債期貨早盤開盤】2年期國債期貨（TS）主力合約漲0.02%，5年期國債期貨（TF）主力合約漲0.04%，10年期國債期貨（T）主力合約漲0.04%，30年期國債期貨（TL）主力合約漲0.03%。

A股油氣板塊開盤持續走低，首華燃氣、準油股份、通源石油跌超5%，惠博普、科力股份等走低。

Market & Price - Bitcoin falls below $66K; crowded shorts signal potential upside risk. - CryptoQuant: bitcoin demand in “deep contraction,” but price could rebound to $71.5K–$81.2K. - Bittensor breakout drives AI token rally. Institutional & Adoption - Tokenized equities, regulatory clarity, and NYSE partnerships push blockchain into mainstream finance. - Coinbase receives conditional OCC approval for national trust charter. - Linux Foundation to steward Coinbase’s x402 payments protocol with major tech and crypto firms. Corporate & Treasury - Metaplanet adds 5,075 BTC; holdings reach 40,177 BTC, third-largest among public firms. - BitGo launches institutional stablecoin minting and redemption services. Products & Technology - Circle introduces cirBTC, 1:1 BTC-backed wrapped token on Ethereum and Arc L1. - Telegram Wallet integrates Lighter for in-app perpetual futures trading to 150M+ users. - Safe launches security network to give SAFE token economic utility. - Polymarket integrates Pyth for resolving equity and commodity markets. Regulation & Legal - CFTC sues Illinois, Arizona, Connecticut over prediction market jurisdiction. Investment & Funding - Pump.fun leads $1M pre-seed in prediction market startup Pumpcade. - CZ-backed YZi Labs increases investment in Predict.fun ahead of World Cup. Risk & Security - Drift exploit ($280M) linked to admin takeover; criticism over Circle’s USDC response. Credit & Ratings - Kroll assigns Ripple Prime “medium quality” rating citing backing and concentration risks.