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Crypto journalist Eleanor Terrett revealed that three informed sources disclosed that U.S. government officials will hold a meeting with law enforcement groups at the White House on Wednesday to address concerns that certain provisions in the Clarity Act (including developer protection provisions derived from the Blockchain Regulatory Certainty Act) may increase the difficulty of cracking down on illegal finance.This issue, along with the ethical provisions, is one of the main obstacles that must be resolved before the bill is submitted for a full vote in the Senate. Several Democrats have stated that they will not support the bill unless the concerns of law enforcement are adequately addressed. Prior to this meeting, the crypto industry has conducted broader outreach, including holding town hall meetings and inviting former law enforcement officials currently working in the crypto industry to participate in lobbying.

According to the Financial Times, Goldman Sachs expects that one of the core assumptions for SpaceX's $1.78 trillion initial public offering valuation is that its AI division's revenue will grow approximately 100 times by 2030 compared to 2025, increasing from $3.2 billion to $322 billion; SpaceX's total revenue is expected to rise from $18.7 billion to $474 billion during the same period. The prospectus shows that xAI will incur a loss of $6.4 billion in 2025.Goldman Sachs also predicts that the division's revenue will grow by 388% year-on-year to $15.6 billion in 2026, reaching $34.5 billion in 2027; Starlink and rocket business revenues are expected to be $144 billion and $8.3 billion, respectively, by 2030.

The U.S. Securities and Exchange Commission (SEC) has released the "Draft Strategic Plan for Fiscal Years 2026-2030" and is seeking public comments. The goals proposed in the draft include "providing a solid regulatory foundation for digital assets and distributed ledger technology through a rational, coherent, and principle-based approach."The document points out that a modernized framework will also ensure that custody, trading, and staking services can operate under appropriate regulation, avoiding duplicative or conflicting requirements, while clarifying jurisdictional issues between the SEC and the Commodity Futures Trading Commission. This coordination aims to ensure that the crypto market has clear, principled, regulation-based rules of the game, promoting innovation while maintaining the highest level of investor protection. Furthermore, the document suggests that the agency's responsible use of artificial intelligence and blockchain technology could further enhance regulation, reduce costs, and unlock new efficiencies.

Bloomberg senior ETF analyst James Seyffart disclosed that Grayscale Investments has submitted the fifth amendment document (Amendment No. 5) for the Hyperliquid Staking ETF to the U.S. SEC, with the fund code still being HYPG. The document shows that the ETF still plans to use approximately 2 million HYPE tokens as seed assets, valued at about $130 million based on current prices.However, as of now, key information such as the management fee rate has not been disclosed in the document. James Seyffart stated that this amendment appears to be a minor adjustment, format optimization, and technical modification in response to potential SEC comments, with no substantial changes found compared to the version submitted the previous day. The core content disclosed in the previous document, including the HYPE staking mechanism and seed asset arrangements, remains unchanged.

The U.S. Commodity Futures Trading Commission (CFTC) has jointly issued staff guidance from its divisions of Market Oversight, Clearing, and Risk, addressing regulatory expectations and compliance requirements for the increasingly prevalent 24/7 trading, clearing, and settlement models, encouraging market innovation while ensuring compliance.The guidance emphasizes that regulated trading platforms, swap execution facilities, derivatives clearing organizations, and futures brokers must comply with the Commodity Exchange Act (CEA) and related regulatory rules when expanding around-the-clock trading, and must proactively assess risk management and operational arrangements.The CFTC points out that the adaptability of different asset classes to 24/7 trading varies, with derivatives related to crypto assets being more suitable for around-the-clock trading and clearing due to their digital infrastructure and global continuous trading characteristics; whereas traditional commodity derivatives like agricultural products may not be suitable for full 24/7 operation due to their regional and trading structure characteristics.CFTC staff stated that relevant institutions should ensure compliance with regulatory frameworks and risk control requirements while promoting the continuous evolution of the market to support "responsible market innovation."

Bloomberg ETF analyst James Seyffart posted on platform X that Grayscale has submitted the fourth version of the Hyperliquid ETF amendment documents, bringing it closer to an official launch, although fee information has not yet been disclosed.The latest amendment indicates that Hyper Holdings Global LP plans to provide approximately 2 million HYPE as seed capital investment, valued at about $113 million based on current prices.

According to Jin Shi reports, Tim Miller, the current host of the blog "The Bulwark Podcast," shared on social media the preliminary informal document content of the U.S.-Iran memorandum of understanding published by Iranian state television.Subsequently, the official White House account "Rapid Response 47" retweeted Miller's post, stating that he "has contracted an extremely severe case of 'Trump Derangement Syndrome,' to the extent that his 'pea-sized' brain has been distorted, and he has begun to treat reports from Iranian state media as facts, even spreading false information on their behalf. Perhaps Tim should register as a foreign government agent under the Foreign Agents Registration Act (FARA)."

According to monitoring by Catcher Predict, in the predicted market event "Dota 2: PARIVISION vs Aurora (BO5) - DreamLeague Playoffs" on Polymarket, the "PARIVISION" option in the sub-market "Match Winner" has experienced a dramatic fluctuation in win rate, dropping from 79% an hour ago to the current 42% (a fluctuation of 37%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the predicted market event "Dota 2: PARIVISION vs Team Spirit (BO3) - DreamLeague Playoffs" on Polymarket, the "PARIVISION" option in the sub-market "Match Winner" has experienced a dramatic fluctuation in win rate, soaring from 29.5% an hour ago to the current 89.5% (a fluctuation of 60%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Dota 2: Team Falcons vs PARIVISION (BO3) - DreamLeague Playoffs," the option "Team Falcons" in the sub-market "Match Winner" has experienced a drastic fluctuation in win probability, dropping from 77.5% an hour ago to the current 37.5% (a fluctuation of 40%). Please note the impact of related breaking news.

According to CoinDesk, Real Vision founder Raoul Pal stated that humanity is entering an "exponential age," where AI and cryptocurrencies (including tokenization) are rapidly merging to become a new layer of infrastructure for the global economy.Pal believes that AI will become "top-tier intelligence," while cryptocurrencies will serve as the ownership layer of this future economy, allowing ordinary people to "get ahead of Wall Street" in owning blockchain infrastructure. He predicts that the crypto market size is expected to grow from the current $2.7 trillion to $100 trillion in the next decade.Additionally, Pal mentioned that stablecoins, tokenization, and blockchain finance will provide a more equitable financial system for global users, while meme coins and NFTs serve as important stress tests for technological concepts.

According to Jinshi News, the divergence among Federal Reserve policymakers regarding the direction of interest rates and the severity of inflation will be reflected in the meeting minutes released early this morning. This minutes will reveal the full picture of one of the most divided meetings within the Federal Reserve, with an increasing number of officials adopting a cautious stance, concerned about rising inflation, while the number of those inclined to cut interest rates is decreasing.Deutsche Bank analysts stated that although the minutes may seem somewhat outdated, they still help gauge the changes in the size of the camp advocating for a more neutral forward guidance.

According to The Block, Sarah Breeden, Deputy Governor for Financial Stability at the Bank of England, presented a vision for the digitization of the UK financial system at the 2026 London City Week conference, focusing on the integration of regulated stablecoins. A draft rule for systemic stablecoins is planned to be released next month, with the final version to be completed by the end of the year. Breeden pointed out that future retail payment systems should include various interchangeable forms of currency, including digital deposits and stablecoins.She stated that shared ledger technology is expected to reduce payment costs and accelerate processing speeds, minimizing intermediaries. In addition, smart contracts support customization, conditionality, and automation, further enhancing the efficiency of retail payments. Breeden emphasized that the Bank of England will actively support the responsible adoption of AI technology, including agent payments and commercial transactions.

According to monitoring by Catcher Predict, in the prediction market Polymarket for the event "Dota 2: PARIVISION vs Team Liquid (BO3) - DreamLeague Playoffs," the sub-market option "ends during the day" has experienced a dramatic fluctuation in the probability of "yes," rising from 50.5% an hour ago to the current 90% (a fluctuation of 39.5%). Please note the impact of related breaking news.

According to crypto journalist Eleanor Terrett, sources say that a bipartisan group of minority senators in the U.S. Senate held discussions last night regarding the CLARITY Act, attempting to push the Democrats to make concessions on at least two outstanding issues, but ultimately failed to reach an agreement.Senator Cynthia Lummis stated that both sides had reached consensus on "99% of the content" of the bill and expressed hope that the Democrats would continue to address the remaining issues after the bill passes committee review; otherwise, if a similar incident to FTX occurs in the future, "they can only blame themselves."Reports indicate that Democratic Senators Adam Schiff and Ruben Gallego have been pushing for a compromise on the ethical standards and conflict of interest clauses involving the president's family before the committee review, making it one of the conditions for supporting the bill.Additionally, some Democratic lawmakers have raised concerns about provisions related to the Blockchain Regulatory Certainty Act (BRCA). This provision aims to prohibit lawsuits against non-custodial software developers based on money transfer laws.Sources say that both sides have made substantial progress on ethical and conflict of interest issues, but disagreements over amendments to the BRCA ultimately led to the breakdown of negotiations. The market currently widely expects that this committee review will show clear partisanship.

The U.S. Senate Banking Committee has released the first updated complete draft of the CLARITY Act since January of this year. The new draft has made significant adjustments in several key chapters.These include: a major rewrite of Chapter 1 concerning definitions, the authority of the U.S. Securities and Exchange Commission (SEC), and other content; the addition of insider trading provisions in Section 109; updating "joint control" to "coordinated control" in Chapter 2; rewriting Section 301 to further clarify the regulatory boundaries between DeFi and CeFi; updating Section 404 to incorporate the compromise proposal from Tillis and Alsobrooks; adjusting Section 505 to narrow the scope of SEC's authority limitations in the tokenization field; and restructuring the bankruptcy and insolvency framework in Sections 701 and 702. Additionally, Section 904 is a new addition, titled the "Build Now Act."Alex Thorn also pointed out that the protective provisions for developers in the Blockchain Regulatory Certainty Act in Section 604 remain largely intact, with only minor modifications that do not weaken its core protective content.

According to The Block, the U.S. Senate Banking Committee has released an updated 309-page text of the Clarity Act, which is set to be reviewed and voted on later this week. The new text includes language related to restrictions on stablecoin rewards, as well as provisions from the Blockchain Regulatory Certainty Act, clarifying that non-custodial developers do not fall under the category of money transmitters. Coinbase, which previously withdrew its support due to controversies over the stablecoin rewards provisions, has now shifted to support, but banking groups still believe the restrictions are insufficient.Meanwhile, the bill still does not include ethical constraints regarding profits from digital assets for the president and other federal officials. Democrats have stated that without relevant compromises, the bill will struggle to gain support.

According to Bloomberg, on the eve of the Senate Banking Committee's upcoming review of the digital asset bill, banking groups are proposing last-minute modifications to the compromise on stablecoin yields, aiming to completely ban stablecoin issuers from offering any form of rewards, rather than the previously allowed model of "users receiving rewards when actively using stablecoins."Six banking lobbying groups, including the American Bankers Association, stated in a letter that the exception clause in the senators' compromise would "harm deposits." The crypto industry quickly countered, with Coinbase Chief Legal Officer Paul Grewal stating on the X platform that the banking industry's proposal is not a "narrow adjustment," but rather aims to "stifle competition." Senators Angela Alsobrooks and Thom Tillis, who previously facilitated the compromise, issued a joint statement disagreeing with the banking industry's position, emphasizing that the compromise also allows crypto companies to offer other forms of customer rewards, and most importantly, provides a bipartisan path for the passage of the CLARITY Act.

According to a Reuters report, Carolyn Rogers, Senior Deputy Governor of the Bank of Canada, stated during her testimony in the Senate that the design work for Canada's stablecoin regulatory framework is fully underway and is expected to be launched in mid to late 2027.She noted that the previously planned target for early 2027 was rather ambitious.