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According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that the environment of low hiring and low layoffs is driven by uncertainty, particularly concerns about artificial intelligence.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that he is firmly committed to restoring inflation to the target of 2%, which is consistent with the Federal Reserve's dual mandate.

According to CoinDesk, investment bank Jefferies stated in its latest report that the U.S. CLARITY Act still faces significant legislative hurdles in the Senate, and related legislative progress in the coming weeks may exacerbate volatility in the cryptocurrency market.Jefferies pointed out that although the bill previously passed the Senate Banking Committee with a bipartisan vote of 15 to 9, there are only about 20 legislative days left before the August congressional recess. The Senate still needs to complete the bill's consolidation, procedural voting, coordination with the House version, and submission for presidential signature, making the timeline very tight.Polymarket data shows that the probability of the bill passing by the end of 2026 has dropped from 70% in mid-May to 48%. Jefferies believes that if the bill passes smoothly, it will establish a clear regulatory framework for digital assets, prompting banks, asset management institutions, and exchanges to accelerate their layout in tokenized assets, custody, staking, lending, and other businesses, as well as facilitate more cryptocurrency ETFs and IPOs of cryptocurrency infrastructure companies. If the legislation is delayed, it may prolong regulatory uncertainty, causing traditional financial institutions to slow down their blockchain business advancement.The report predicts that the progress of the bill will continue to affect the market performance of cryptocurrency concept stocks such as Circle (CRCL), Coinbase (COIN), Bullish (BLSH), and some cryptocurrency assets.Jefferies also noted that in the long term, compared to regulatory changes, the greater challenge faced by stablecoin issuer Circle still comes from competition with banks, fintech, and payment companies.

According to Wccftech, investment bank Jefferies' latest research report indicates that due to the ongoing global supply shortage and strong demand for AI computing power, memory chip prices are expected to see a significant increase in the second half of 2026 and in 2027.The report predicts that memory chip prices will rise by 40% to 50% quarter-on-quarter in the third quarter of 2026, and will continue to rise by 30% to 40% quarter-on-quarter in the fourth quarter; by 2027, the overall year-on-year price increase will reach 40% to 45%. It is not until 2028, with the introduction of 15% to 20% of new production capacity into the market, that prices are expected to decline.Additionally, the report emphasizes that currently about 50% of global memory production capacity is locked in by long-term agreements (LTA) with large technology companies, which will further compress supply in the consumer electronics market and drive up end-user costs. Analysts also believe that before the large-scale expansion of capacity by domestic Chinese memory manufacturers in 2028, it will be difficult to significantly alleviate the tight situation and prices in the global market.

According to Jinshi reports, Mohit Kumar of Jefferies Group stated in a report that despite the decline in oil prices, the interest rate market has not quickly incorporated the expectations of falling oil prices into pricing. He pointed out that as the market focuses on the increase in traffic through the Strait of Hormuz, the drop in oil prices has exceeded expectations. Jefferies believes that one of the main impacts of the US-Iran agreement is that major global central banks no longer need to raise interest rates, maintaining the view that the Federal Reserve will not raise interest rates this year, and that the Fed's next move will be to cut rates rather than raise them.

According to Jinshi News, LPL Financial Chief Equity Strategist Jeff Buchbinder stated that investors are closely watching the first press conference of the new Federal Reserve Chairman, Waller, to understand his views on inflation, unemployment, and the economic outlook. Currently, the yield on the U.S. 10-year Treasury bond is fluctuating around 4.43%, and he believes that what Waller least wants to see is a sharp rise in the 10-year Treasury yield; keeping it below 4.5% is crucial for the market.

Jefferies stated after the first Digital Asset Investor Conference that as Wall Street and the payment industry accelerate the adoption of digital asset infrastructure, the number of publicly listed companies related to cryptocurrencies and blockchain may increase in the next two years, with the sector expected to grow into a $1 trillion public market within 5 years.Jefferies noted that institutional investors are shifting their focus from Bitcoin price speculation to the integration of blockchain infrastructure, with a focus on tokenized money market funds, private credit, blockchain settlement networks, stablecoins, and tokenized payments. The firm also pointed out that a clearer regulatory framework could further drive institutional adoption.

According to Jin Shi reports, Federal Reserve Vice Chairman Jefferson stated that it is very important not only to communicate but also to take action to help the public understand our intention and commitment to restore inflation to the 2% target.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that energy shocks pose a downside risk to economic growth while posing an upside risk to inflation.

According to CoinDesk, Wall Street investment bank Jefferies stated that as institutional investors accelerate their shift towards blockchain financial infrastructure, the cryptocurrency and blockchain sector may see a new wave of IPOs in the next two years, potentially forming a public market worth $1 trillion within five years.Jefferies released a report indicating that the current industry focus is shifting from speculation on cryptocurrency asset prices to the comprehensive integration of blockchain infrastructure by banks, exchanges, asset management, and payment institutions. Companies like Kraken's parent company Payward and Securitize are advancing their IPO plans, and more crypto-related companies are expected to enter the public market in the future.Tokenization is seen as a key driving force behind this structural change, with money market funds, private credit, and on-chain settlement systems already entering the practical implementation stage. The gradual clarification of the regulatory environment will further accelerate institutional adoption. At this stage, the market is shifting from short-term speculation to long-term technological reassessment, and crypto IPOs may become an important gateway connecting traditional capital markets with the on-chain economy.

Hyperliquid co-founder Jeff posted on the X platform, stating that he recently met with several policymakers in Washington, D.C. to discuss the ongoing "Clarity Act" and the cryptocurrency regulatory framework, focusing on promoting the compliance of on-chain derivatives trading markets in the United States.He mentioned that the discussions were divided into two levels: one part was more technical, involving Hyperliquid's on-chain trading architecture, global user demand, and its positioning as a financial innovation infrastructure; the other part was an introduction to the "first principles" of DeFi and on-chain markets, aimed at helping policymakers understand the relevant mechanisms and potential impacts.Jeff expressed that during these discussions, he sensed a "cautious but open" regulatory attitude towards the cryptocurrency industry from both parties in the U.S. and believes that the market is forming a policy window to promote the entry of on-chain derivatives into the U.S. system. He also emphasized that he will continue to advance relevant communications in Washington to strive for U.S. users to access Hyperliquid's on-chain trading market.

According to a Bloomberg report citing Jefferies, a hacker attack on small crypto projects over the weekend, involving nearly $300 million, and the subsequent $10 billion fund run at the largest decentralized lending platform (the KelpDAO and Aave incident), may weaken Wall Street's interest in blockchain technology.Andrew Moss, an analyst at Jefferies' digital asset research team, pointed out that over the past year, banks, asset management companies, and payment institutions have been developing blockchain products similar to the technology system exploited by North Korean hackers. The report suggests that while such incidents are unlikely to directly impact traditional financial markets, it warns that traditional financial institutions may pause related processes and reassess risks before further advancing blockchain business.

Jefferies, a Wall Street investment bank, pointed out that the approximately $293 million attack incident on Kelp DAO exposed critical infrastructure risks, which may prompt traditional financial institutions to reassess the pace of blockchain and tokenization advancement.Jefferies believes that the attackers triggered market sell-offs and liquidity strains by minting uncollateralized tokens and engaging in cross-platform lending. This incident is thought to be related to the Lazarus Group and also highlights the single point of failure issues in the verification mechanisms of cross-chain bridges. As institutions accelerate the tokenization of assets (such as funds, bonds, and deposits), the associated risks may cause some banks and asset management institutions to delay deployment and prioritize examining system security. Especially in scenarios that rely on cross-chain infrastructure, security vulnerabilities could lead to market fragmentation, undermining the practical utility of tokenized assets.Despite short-term confidence being shaken, Jefferies still emphasizes that the long-term trend remains unchanged. Under the backdrop of regulatory advancements and continuous improvements in infrastructure, applications such as stablecoins still have growth potential. However, the industry as a whole is still in the early stages of development and requires time to enhance system robustness.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that the current policy interest rate is well-prepared to respond to market changes, and the rate is roughly within a neutral range.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson holds a cautious attitude towards the economic outlook due to increasing uncertainty.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that the current labor market faces downside risks, while inflation faces upside risks.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that persistently high energy prices will weigh on consumer and business spending.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that the U.S. inflation rate is still above the target level.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that current employment growth has slowed but may be stabilizing.