A股种业板块持续走弱，秋乐种业跌超7%，莲花控股跌超6%，*ST万方跌超5%，康农种业、天禾股份、农发种业、亚联发展等跟跌。

Market & Flows - Whale sells $71.6M BTC; OG Owen Gunden sells $46.3M; whales driving exchange inflows. - Hyperliquid gains traction for oil exposure via 24/7 perps; growth expected beyond commodities. Institutional & Investment - Morgan Stanley files second S-1 amendment for spot BTC ETF; “MSBT” to list on NYSE Arca. - Flow Traders expands 24/7 OTC trading to tokenized assets including BENJI and XAUT. - Amundi and Spiko launch $100M tokenized fund (SAFO) using Ethereum, Stellar, Chainlink. - Animoca Brands invests in AVAX, partners with Ava Labs to grow Avalanche ecosystem. Corporate & Industry Developments - Bluesky raises $100M Series B amid leadership change. - Anchorage Digital launches collateral management on Atlas platform. - Crypto.com cuts ~12% workforce (~180 roles) amid AI integration. - DDC continues BTC accumulation but below earlier targets; smaller firms lag pace. Blockchain & Infrastructure - TRX/USDC trading pairs launch on Aerodrome, boosting cross-chain liquidity. - Zenith enables atomic transactions between Canton Network and EVM. - Celo proposes 160M token grant (~$12M) to Opera for ecosystem expansion. - Forward Industries uses short-term debt to increase SOL exposure, raising risk sensitivity. Regulation & Policy - FBI warns Tron users about fake FBI tokens; directs reports to IC3. - Kentucky crypto ATM bill adds hardware wallet clause critics say could “outlaw self-custody.” - South Korea opposition proposes scrapping 22% crypto tax planned for 2027. Security & Risk - OpenClaw phishing campaign targets developers’ wallets; warnings issued.

韩国天然气公司（KOGAS）：液化天然气库存水平已超过法定储备要求。