LUNA（Terra）24小时上涨39.42%，市值约1.5亿美元

市場「現金為王」！伊朗戰爭與通膨夾擊，比特幣價格承壓

Bitcoin is facing pressure around $70,791 as U.S. 5-year Treasury yields hit a 9-month high, coupled with inflation concerns triggered by the Iran conflict. Market funds are tilted toward holding cash, weakening demand for Bitcoin, while analysts predict it may retest the $66,000 support level. With rising probabilities of rate hikes, speculative demand for Bitcoin has weakened, and overall risk assets are under pressure.

CLARITY 草案限制稳定币收益，CRCL 股价单日急跌 20%

Circle (CRCL) stock price plunged nearly 20% due to the draft of the CLARITY Act, which proposes restrictions on stablecoin passive yields. The bill aims to prevent stablecoin issuers from offering interest similar to bank deposits, potentially affecting Circle's profit model and market competitiveness. Analysts point out that the current decline may be an overreaction by the market, with USDC circulation still growing, and the bill still in the negotiation stage with uncertain outcomes.

XRP Today's News: Swift Opens Pathway to Ten Thousand Banks, Token Remains Under Pressure at $1.40

Swift将与逾25家银行推出基于区块链的跨境支付功能，整合Ripple的XRP作为流动性桥接资产。尽管监管障碍解除，XRP的价格仍在1.40美元附近徘徊，机构资金占ETF仅16%。技术分析显示，此价位将影响后市走势，市场对XRP的价值评估存在分歧。

美国国债收益率攀升、伊朗战事持续、通胀风险上行施压比特币价格

比特币再次测试67,500美元支撑位，黄金价格大幅回调，市场因担忧伊朗战事和通胀影响削减风险资产。美国国债收益率上升，显示投资者转向现金，面对经济不确定性。

Bitunix分析师：能源压制与战争不确定性错配，BTC维持流动性区间结构

市场受政策影响，能源价格波动与中东风险并存，导致资金流向避险资产。BTC呈现流动性驱动的震荡走势，短期内不具备趋势延续条件，需等待能源或流动性的单边突破。

Altcoins Losing Appeal! BlackRock: AI Native Computing Currency Theory Will Drive Next Bull Market

贝莱德数位资产主管Robbie Mitchnick指出，加密货币市场正在向少数主流代币集中，主要因大量山寨币缺乏长期价值。他认为AI与加密货币的共生关系将驱动未来牛市，特别是随着比特币矿商转向AI业务，显示出两者的结合潜力。