🔐 【Encryption Daily】2026.06.30

• BTC breaks below the $60K key support; derivatives market increases bearish hedging
On-chain data and options IV both rise, while tightening macro liquidity amplifies volatility【Market】

• U.S. Supreme Court rules Trump may freely fire SEC and CFTC commissioners
The regulator enters a new round of reshuffling, and the pace of crypto oversight faces a reset【Policy】

• Chances of the CLARITY Act passing within the year drop to 50% as Galaxy lowers its estimate
The Senate legislative window narrows; market expectations point to a delay in the structural crypto bill【Policy】

• BNY allows institutional clients to directly mint and redeem USDC on the custody side
Traditional custodians deeply integrate stablecoins—another step forward for institutional DeFi rails【Market】

• CFTC expands its investigation into Polymarket, adding allegations of "staged trading" and fraud
The compliance boundary of prediction markets is being tested; KOLs and market makers become key targets【Security】

• HYPE ETF attracts $111 million in a single week; BTC and ETH ETFs bleed $2 billion
Capital visibly rotates from mainstream-coin ETFs to emerging altcoin ETFs, and differentiation intensifies【Hot】