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Сообщение ChainCatcher, согласно отчету CoinDesk, инвестиционный банк Jefferies в своем последнем отчете заявил, что законопроект «CLARITY Act» в США по-прежнему сталкивается с серьезными законодательными препятствиями в Сенате, и в ближайшие недели прогресс в соответствующем законодательстве может усилить волатильность крипторынка.Jefferies отметил, что, несмотря на то, что законопроект ранее был принят в Сенатском банковском комитете с результатом голосования 15 против 9, до августовского перерыва Конгресса осталось всего около 20 законодательных дней, и Сенату еще предстоит завершить интеграцию законопроекта, провести процедурное голосование, согласовать его с версией Палаты представителей и представить на подпись президенту, что создает серьезные временные ограничения.Данные Polymarket показывают, что вероятность принятия законопроекта до конца 2026 года снизилась с 70% в середине мая до 48%. Jefferies считает, что если законопроект будет успешно принят, это создаст четкую регуляторную основу для цифровых активов, что ускорит внедрение токенизированных активов, кастодиальных услуг, стейкинга, кредитования и других бизнесов со стороны банков, управляющих компаний и бирж, а также поспособствует большему количеству крипто ETF и IPO криптоинфраструктурных компаний. Если законодательство будет отложено, это может продлить неопределенность в регулировании, что приведет к замедлению продвижения блокчейн-бизнеса со стороны традиционных финансовых учреждений.В отчете ожидается, что процесс продвижения законопроекта продолжит оказывать влияние на рыночные показатели криптоконцептуальных акций, таких как Circle (CRCL), Coinbase (COIN), Bullish (BLSH) и некоторых криптоактивов.Jefferies также отметил, что в долгосрочной перспективе, по сравнению с изменениями в регулировании, более серьезной проблемой для эмитента стейблкоинов Circle остается конкуренция со стороны банков, финтех-компаний и платежных систем.

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.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that the economy will expand at a rate of about 2% or slightly above 2% this year, but there is a high level of uncertainty.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that the unemployment rate is expected to remain stable until 2026, but the labor market outlook faces downside risks.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that the current policy stance should continue to support the labor market and help bring inflation back down.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that persistent energy price shocks could have a significant impact on the economy.

According to The Wall Street Journal, Amazon founder Jeff Bezos is in early talks to raise a new fund of $100 billion, which will acquire manufacturing companies and use artificial intelligence technology to accelerate their transformation towards automation.The Amazon founder is meeting with some of the largest asset management institutions globally to raise funds for the project. A few months ago, he traveled to the Middle East to discuss the new fund with representatives of sovereign wealth funds in the region. Recently, he traveled to Singapore to continue fundraising for the plan. This information comes from informed sources.