FTM fluctuated, dropping 8.71% in 24H

Patrick Witt, Executive Director of the US Presidential Advisory Council on Digital Assets, stated that today is not a good day for CLARITY Act skeptics, but Polymarket shows that the probability of the bill passing in 2026 is only 20%.

SpaceX's weight in the Nasdaq 100 index will increase from approximately 1.28% to approximately 2.82%, and passive funds linked to the index, including the $481 billion Jingshun QQQ Trust Fund 1, will need to adjust their holdings accordingly.

According to a survey by S&P Global Market Intelligence, digital wallets have become the mainstream payment method in the United States, but consumers still have security and trust concerns about cryptocurrencies, stablecoins, and AI agents. 68% of respondents have never been exposed to cryptocurrency, and 59% believe it has no practical use. The awareness of stablecoins is only 16%, and the main concerns are fraud risk, fund security, and uselessness. 47% of respondents do not allow AI agents to consume on their behalf. S&P Global points out that issuers need to address fraud and fund security issues to enhance trust.

Bitcoin Suisse stated in the "2026 Crypto Wealth Management Report" that the rise in AI investment, government debt, and stock bond correlation have weakened the risk diversification ability of traditional stock bond portfolios, and the necessity of Bitcoin allocation has increased. The report predicts that large cloud computing companies in the United States will spend over $800 billion on AI capital this year and exceed $1 trillion by 2027. Bitcoin Suisse believes that AI investment is concentrated in a few technology companies and accompanied by a large amount of debt financing, amplifying the concentration risk of the investment portfolio. According to backtesting, adding 1% to 10% Bitcoin to traditional portfolios can improve returns. When converting bond allocation to BTC, the annualized yield increases from 6.2% to 7.2% or 8.6%. The scarcity of Bitcoin and its different yield drivers from stocks and bonds can provide diversified sources.

Jiang Zhuo'er, founder of the Leibit Mining Pool, stated that the most likely scenario for Bitcoin is to first sweep up the high clearing area of $76000 and synchronously test the clearing around $2665 for ETH. After clearing $76000, if the market rebounds before $75000, it may rise back to $80000 or even touch the high resistance zone of $83500; If it effectively falls below $75000, it will initiate a correction corresponding to the increase from $64000, expected to reach $71000. Jiang Zhuo'er believes that the vote on the bill next week and the news from the Federal Reserve are key catalysts to maintain a neutral position of all BTC short positions and all ETH spot positions. (Source: Federal Reserve)