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As concerns over potential oil supply shocks eased, Bitcoin continued to rise on Tuesday, boosting global market risk appetite. The International Energy Agency (IEA) announced on Tuesday that it would hold an extraordinary meeting to discuss whether to release emergency oil reserves. WTI crude oil prices subsequently fell to $82, having surged to nearly $120 over the weekend, while the S&P 500 and Nasdaq 100 indices rose about 0.5% at midday.Crypto-related stocks also climbed: stablecoin issuer Circle (CRCL) rose 6%, with a two-week cumulative increase of nearly 100%; digital asset infrastructure company BitGo (BTGO) gained over 8%; and blockchain company Figure (FIGR) increased by 12%. After the announcement of Nigel Farage joining, UK Bitcoin treasury company Stack BTC (STAK) saw its stock rise over 200%. The correlation between Bitcoin and software stock ETF (IGV) is weakening, indicating that BTC may begin to exhibit a more independent trend during periods of macro uncertainty.

According to CoinDesk, the chairman of the Commodity Futures Trading Commission (CFTC), Mike Selig, has updated the agency's ongoing plans to provide much-anticipated regulatory clarity for decentralized finance (DeFi) developers, crypto derivatives, and prediction markets.Selig stated this week at the FIA Global Clearing Markets Conference in Boca Raton, Florida, that the U.S. is reclaiming its leadership in the digital asset space through closer coordination among regulators.He mentioned that he is advancing the "Project Crypto" initiative in collaboration with Securities and Exchange Commission (SEC) Chairman Paul Atkins, announcing the end of internal disputes between the CFTC and SEC. In his speech, Selig reiterated that the CFTC will issue guidance clarifying how so-called prediction markets (referred to as event contracts in regulation) can list and trade products under U.S. law, and will initiate a rulemaking process to solicit public input on regulatory approaches for this rapidly growing sector.He also stated that the CFTC plans to address one of the most controversial regulatory issues in the crypto industry: "There has long been uncertainty about whether software providers trigger CFTC registration requirements," Selig said, "We intend to tackle this issue head-on." The agency is also dealing with the classification of crypto perpetual derivatives, which dominate the global crypto market.

According to the Bitfinex analysis report, Bitcoin has shown unexpected resilience recently. The current derivatives market is entering a "deleveraging wave," with speculative bubbles almost completely dissipated. The Leverage Reset Index (LRI) has fallen to a multi-year low of 0.32, indicating that price discovery is dominated by spot demand rather than derivatives leverage.Additionally, retail investors holding less than 10 BTC have continued to net sell over the past 30 days, while whales holding more than 1,000 BTC have increased their holdings by about 8% since the peak in October last year. The implied volatility of at-the-money Bitcoin options is around 47%, down from 100% during the 2022 bear market. Short-term options are slightly more expensive than long-term options, indicating that the market is pricing in recent uncertainties, but the long-term outlook remains relatively constructive.Overall, the Bitcoin market is transitioning from a leverage-driven correction to a high-confidence mean reversion phase dominated by macro liquidity, with prices potentially forming a stable rebound supported by spot demand and institutional accumulation.

According to Bloomberg, many family offices based in Hong Kong plan to increase their allocations to private equity and digital assets over the next three years.The Hong Kong Institute for Monetary and Financial Research (HKIMR) wrote in a report on Tuesday that wealthy families' interest in these assets is expected to rise significantly, which also includes private credit and venture capital.Hong Kong has been striving to encourage more high-net-worth individuals and their families to establish investments locally, aiming to become a bridge between the mainland and global markets. According to a survey commissioned by the Hong Kong government and conducted by Deloitte, the number of single-family offices established in this financial hub increased to 3,384 by the end of last year, a 25% increase from 2023.

Gate announces the official launch of the open AI Agent platform "Blue Lobster," built on the OpenClaw framework. It is now available for free, allowing users to enable it with one click, without the need for deployment or complex configuration. Through the intelligent Agent, users can gain market insights, platform product usage guidance, and industry information analysis, enabling them to understand market dynamics and carry out related operations more efficiently.Blue Lobster integrates market data, industry news, and platform service capabilities to provide users with multi-dimensional intelligent assistance, and supports continuous expansion of capability boundaries through a skill store, expert assistants, and third-party skill extensions. Users can also create and optimize automated trading strategies within the platform.Gate stated that it will continue to promote the integration of AI technology with digital asset services in the future, further optimizing product capabilities and ecosystem development to provide global users with a more intelligent and efficient digital asset service experience.

According to Chainwire, the total value locked (TVL) in Ethereum's Layer 2 network Mantle has surpassed the $1 billion mark for the first time, and its stablecoin market cap has soared to $980 million, with both key on-chain metrics reaching all-time highs.The report states that this is due to the growing number of protocols, integrations, and capital flows within the Mantle ecosystem, where the total lending market size on Mantle on Aave has exceeded $1.25 billion; the deposit amount of USDT on Mantle has surpassed $600 million.

According to Bloomberg, citing informed sources, Polymarket is hiring companies including Palantir Technologies to help regulate its sports contract trading. This move is particularly noteworthy as the prediction market faces increasing scrutiny over insider trading issues.Informed sources stated that Palantir Technologies and TWG AI will assist Polymarket in identifying, preventing, and reporting suspicious activities. These individuals requested anonymity as the information has not been made public.They also mentioned that the measures include screening participants to cross-check against existing lists to confirm whether individuals who have been banned from participating in sports betting are attempting to trade on the platform.

According to Cointelegraph, RWAxyz data shows that the total on-chain value of tokenized stocks has surpassed $1 billion.Ondo Finance and Backed Finance's xStocks platform hold a significant share of the tokenized stock issuance and trading market. Ondo Finance accounts for about 58%, while xStocks accounts for approximately 24%, forming an early duopoly in the industry.

According to The Block, Starknet is developing a new privacy feature aimed at enabling teams to issue protected stablecoins and other assets while maintaining compliance.This feature is called the STRK20 framework, developed by StarkWare, and is expected to be deployed on Starknet later this year.The framework is designed to provide token-level privacy protection for assets issued on Starknet, keeping transactions and balances confidential while being compatible with decentralized finance (DeFi) applications. According to the team, Starknet's solution is expected to support ERC-20 tokens—the standard used by most fungible assets on Ethereum.

According to CoinMarketCap data, the price of $CYS is currently $0.5815, with an FDV of $580M, a daily increase of about 15%, and a trading volume of $38M in the past 24 hours, with a 7-day increase of 82%.Since its launch, Cysic has become an important project in the ZK computing infrastructure track.It is reported that Cysic has provided proof acceleration services for multiple ZK projects, achieving real and sustainable positive cash flow, with its business model validated. Meanwhile, Cysic's AI products are also set to launch, with plans for inference services, an Agent marketplace, a Skills store, and Agent hosting services.

According to Gate's market data, the three major U.S. stock indexes rose before the market opened, with the Nasdaq down 0.54%, the Dow up 0.44%, and the S&P 500 down 0.39%.The seven major tech stocks all rose before the market opened, with Apple (AAPL) up 0.37%, Microsoft (MSFT) up 0.21%, Alphabet (GOOGL) up 0.33%, Amazon (AMZN) up 0.54%, Nvidia (NVDA) up 0.51%, Tesla (TSLA) up 1.42%, and Meta (META) up 0.45%.

According to DefiLlama data, the total market capitalization of stablecoins across the network has reached a historic high, currently at 312.4 billion USD, with a growth of 1.18% over the past week. Among them, USDT holds a market share of 58.9%, while USDC has a market share of 25%. The stablecoin USDS under Sky has seen its issuance surge by 26.7% in the past month, with a current market capitalization of 7.92 billion USD, accounting for 2.5% of the market. Recently, Sky Protocol's daily protocol fees have reached as high as 1.1 million USD, with daily protocol revenue hitting 600,000 USD, resulting in an annualized protocol revenue of 211 million USD.Additionally, according to stablewatch data, the issuance of yield-bearing stablecoins has exceeded 21.5 billion USD, accounting for approximately 6.88% of the total market capitalization of stablecoins. The sUSDS under Sky has emerged as a leader, with a seven-day TVL growth of 14.6% to 6.06 billion USD, ranking first among yield-bearing stablecoins, while Ethena's sUSDE has a TVL of 3.53 billion USD, ranking second.

Bloomberg analyst James Seyffart posted on the X platform that, based on the latest disclosed data, the list of investors purchasing the Solana ETF is primarily composed of various market makers and crypto investment institutions, representing a "star lineup" of industry players.According to the disclosed data, the top three holders of Solana ETF exposure are: Electric Capital Partners (over $137 million), Goldman Sachs Group (over $107 million), and Elequin Capital (over $87.9 million). Additionally, Morgan Stanley currently holds approximately $15.3 million.

According to GMGN monitoring, the market capitalization of the BSC ecosystem token MILADY has recently continued to rise, reaching a new high of 6.7 million USD at one point, with the current market cap reported at 6.3 million USD, and a 24-hour increase of 39%, with a trading volume of 1.2 million USD during the same period.It is understood that the recent increase is due to its listing on multiple CEX platforms, and further rises may be influenced by the project team's participation as guests in the BNB Chain official AI Agent X Space. The narrative of MILADY originates from the Milady Maker NFT and is tied to the AI Agent concept under the ElizaOS framework.ChainCatcher reminds users that Meme coin trading is highly volatile, largely relying on market sentiment and speculative hype, and has no actual value or use cases; investors should be aware of the risks.

"1011 Insider Whale" agent Garrett posted on platform X, stating that the current trend of Brent crude oil is still in the first phase, and multiple narratives in the market have not led to substantial changes. For example, the G7's statement that the Strategic Petroleum Reserve (SPR) is "ready to release" more is more of a gesture than a real solution, and expectations regarding a ceasefire remain largely at the narrative level.There is a lot of noise in the current market, but there is only one truly critical question: Is the Strait of Hormuz open? The answer remains negative. If this key shipping chokepoint continues to be restricted, its duration will become the core variable affecting energy market trading.

According to GMGN monitoring, the Chinese Meme "Lobster" on the BSC chain has once again broken its previous high, with a market cap briefly reaching $16.5 million before slightly retreating, currently reported at $13.4 million, with a daily increase of over 127%.ChainCatcher reminds users that Meme coin trading is highly volatile, largely relying on market sentiment and speculative concepts, with no actual value or use case. Investors should be aware of the risks.

According to analyst Darkfost's monitoring, since February, the estimated leverage ratio for Bitcoin on Binance has significantly dropped from 0.198 to 0.152, with a rapid and substantial decline. This trend typically occurs after strong volatility and major price movements.During this period, the price of Bitcoin fell from around $96,000 to $69,000. Such fluctuations often create panic among investors, prompting some to actively close their leveraged positions, while others are forced to exit due to liquidation. This has led to a significant reduction in open contracts, reflecting the overall deleveraging process in the derivatives market.Analysts state that if the estimated leverage ratio for Bitcoin does not rebound during the consolidation period, it may indicate that the spot market is taking over the price trend, thereby helping to stabilize the market. In many cases, these deleveraging phases can allow the market to reset on a healthier foundation. Lower leverage typically means reduced systemic pressure, which helps stabilize price action before entering a new directional trend.Note: The estimated leverage ratio for Bitcoin is used to measure the intensity of leverage used by investors, calculated by comparing the open contracts in futures with the BTC reserves held by the exchange.

According to SoSoValue data, the cryptocurrency market sector is experiencing a general rise, with the DeFi sector performing exceptionally well, increasing by 4.55% in 24 hours. Among them, Hyperliquid (HYPE) rose by 11.74%, Chainlink (LINK) by 4.2%, and Uniswap (UNI) by 5.79%. Meanwhile, Bitcoin (BTC) increased by 3.84% in 24 hours, approaching $70,000; Ethereum (ETH) rose by 3.06%, surpassing $2,000.It is noteworthy that MAG7.ssi rose by 2.94%, DEFI.ssi by 5.86%, and MEME.ssi by 1.52%.In other sectors, the CeFi sector increased by 2.87% in 24 hours, with Mantle (MNT) rising by 3.29%; the Layer1 sector rose by 2.72%, with Zcash (ZEC) increasing by 8.86%; the NFT sector rose by 2.23%, with Pudgy Penguins (PENGU) increasing by 7.19%; the Layer2 sector rose by 2.09%, with zkSync (ZK) increasing by 6.16%; the Meme sector rose by 1.63%, with PIPPIN (PIPPIN) increasing by 12.38%; the PayFi sector rose by 1.47%, with Dash (DASH) increasing by 6.46%.The cryptocurrency sector indices reflecting historical market trends show that the ssiDeFi, ssiRWA, and ssiNFT indices rose by 5.90%, 5.13%, and 3.07%, respectively.