Odaily Planet Daily reports that US President Trump posted on social media: "Effective immediately, I have directed the US Development Finance Corporation (DFC) to provide political risk insurance and financial security guarantees at very reasonable prices for all maritime trade (particularly energy) passing through the Gulf region. This will be open to all shipping companies. If necessary, the US Navy will begin escorting oil tankers through the Strait of Hormuz as soon as possible. In any case, the US will ensure the free flow of energy to all parts of the world. More action is coming." Note: Affected by this news, Brent crude oil and WTI crude oil prices fell sharply by more than $2.50 in the short term.

According to a report by the Iranian opposition news website "Iran International," under pressure from the Iranian Revolutionary Guard, the Council of Experts has elected Ayatollah Mojtaba, son of Khamenei, as the next Supreme Leader. The Council of Experts, established on November 12, 1983, is Iran's special authority responsible for electing and overseeing the Supreme Leader. Following the report, the prediction website Kalshi showed that Mojtaba's probability of becoming Iran's Supreme Leader surged to 77%.

According to Odaily Planet Daily, Coinbase CEO Brian Armstrong recently stated on David Senra's podcast that the SocialFi feature experiment launched last year in the Base App "wasn't really a success." Armstrong said the feature was initially just an experiment, but the actual results fell short of expectations. Therefore, Coinbase has adjusted its product direction, refocusing the Base App on trading functionality and the self-custodied wallet experience, making it closer to a "self-custodied version of the Coinbase app." In July 2025, Coinbase relaunched its non-custodial wallet, Coinbase Wallet, as the Base App, positioning it as an on-chain "super app" integrating social networking, messaging, games, and trading. Base team leader Jesse Pollak previously heavily promoted the Creator Coin feature, allowing users to tokenize creator accounts or social content. Users could purchase related tokens by liking or interacting, generating revenue for creators. However, over time, these SocialFi features have been gradually reduced. In early 2026, Pollak stated on social media that the app had previously been "too social" and would shift towards a product experience centered on financial functions. Subsequently, Base also removed the social feed powered by Farcaster. While some creator tokens briefly gained attention, most failed to maintain their value. For example, journalist Nick Shirley's creator token, $thenickshirley, reached a market capitalization of $15 million after Armstrong's promotion, but subsequently plummeted. Armstrong stated that during the SocialFi experiment, some posts generated thousands of dollars in on-chain value, but the overall model still failed to form a sustainable product.

According to Odaily Planet Daily, investment bank TD Cowen stated that in the policy debate surrounding stablecoin yields, the banking industry may ultimately be at a political disadvantage, but the ongoing industry struggle could slow down or even threaten the progress of the US crypto market structure bill. Jaret Seiberg, Managing Director of TD Cowen's Washington Research Department, pointed out in a report that the banking industry's opposition to stablecoins offering yields to users is essentially an opposition to consumers receiving additional returns, making it difficult to maintain a long-term political advantage. However, if this controversy continues to escalate, it could affect the passage of the CLARITY Act (Clarity for Digital Asset Markets Act). This analysis comes as the Office of the Comptroller of the Currency (OCC) is proposing specific rules for implementing the GENIUS Act (Stablecoin Act). According to the proposal, stablecoin issuers are explicitly prohibited from directly paying interest or yields to holders. Furthermore, if issuers coordinate with affiliated entities to have third-party platforms pay stablecoin yields to users, this could also be presumed illegal. The OCC stated that it will conduct case-by-case assessments and open a 60-day public comment period for the relevant rules.

Odaily Planet Daily reports that several institutions have raised their target prices for stablecoin issuer Circle Internet Group, influenced by rising oil prices and changes in interest rate expectations. On Tuesday, Circle's stock price rose nearly 8% to $103.71, a near four-month high. Mizuho analysts Dan Dolev and Alexander Jenkins raised their target price for Circle from $90 to $100, maintaining a "Neutral" rating. Analysts pointed out that the recent rise in oil prices—up about 6% in the past five days and about 24% year-to-date—may lower market expectations for interest rate cuts in 2026. The report believes that changes in interest rate expectations may have a greater impact on Circle's valuation multiples than on short-term revenue. Although analysts only slightly raised their revenue forecasts for the company, the interest income generated by stablecoin reserve assets will still support its business in a higher interest rate environment. However, analysts also warned that as the regulatory framework for stablecoins becomes clearer, market competition may intensify, potentially putting downward pressure on industry profit margins in the long run.