Commodities (Crude Oil & Copper) & Macro Outlook

比特币（BTC）短期反弹缺乏动能，截至7月23日暂报约$65,900。美国参议院共和党人正式发布了《CLARITY Act》（《加密市场结构法案》）最新修订版。该法案明确禁止在任期间的公职人员（例如总统、国会议员和联邦法官）为盈利而发行或参与发起数字资产。S&P推出了一项数字资产区块链基础指数，为传统按市值加权的加密指数提供了替代方案。 宏观事件与加密市场热点 1、据知名记者Eleanor Terrett在X上的发文，美国参议院共和党人已正式发布《CLARITY Act》（《Crypto Market Structure Act》，加密市场结构法案）的最新修订版。该草案涵盖五个核心领域：对公职人员的严格伦理规则、设立区块链开发者豁免、监管稳定币收益，以及旨在加强破产保护和强化执法的具体条款。其目标是为美国加密市场建立更清晰、更安全的监管框架。 尽管部分条款仍在与民主党进行激烈的跨党派谈判中，此次公布文本却清晰披露了共和党在加密政策上的核心底线。在修订草案中，由白宫与共和党参议员Cynthia Lummis等人谈判的“伦理规则”是主要关注点。法案明确禁止在任期间的公职人员（包括总统、国会

According to Jin10, at 09:30 Beijing time on July 23, WTI crude oil futures climbed 2.31%, while U.S. natural gas futures gained 0.99%.

According to Guru Club, lithium carbonate futures contracts rose 2% on July 23, trading at 144,280 yuan per ton.

According to Morgan Stanley, JP Morgan, and UBS, DRAM spot prices have surged up to 146% since mid-July as South Korea's DRAM export prices jumped 523% year-over-year. Global investment banks issued bottom-fishing signals on July 23 as the KOSPI fell below 6000 points, with signs of

According to a statement from Iran's Islamic Revolutionary Guard Corps on July 23, three oil tankers were blocked while attempting to transit through a minefield zone south of the Strait of Hormuz. One tanker caught fire and exploded, while the other two vessels

According to Jinlian Creative, as of the fourth trading day on July 23, China's domestic gasoline and diesel are forecast to increase by 640 yuan/ton, with crude oil reference prices averaging $87.48/barrel and a change rate of 12.34%. The next price adjustment window is scheduled for July 31 at 11:

According to Russia's TASS news agency, Yemen's Houthi forces claimed on July 22 to have attacked two Saudi oil tankers in the Red Sea in violation of a blockade they announced. The armed group identified the vessels as ENCELIA and LAYLA. The strikes employed unmanned aerial vehicles, ballistic

According to Jin10 Futures, on Thursday (July 23), Malaysian crude palm oil futures on BMD likely open higher, tracking crude oil gains that approached six-week highs amid Middle East tensions. Chicago soybean oil futures also strengthened, providing additional support. The rally is further

According to Jin10 Futures, on July 23, crude oil prices surged amid escalating Middle East tensions and supply risks, with naphtha posting significant gains and PX prices extending their uptrend. Firmer feedstock costs provided underlying support for PX pricing throughout the

According to BlockBeats, U.S.-Iran tensions escalated on July 23, with the two sides exchanging sharp rhetoric over military red lines. U.S. equity markets declined moderately: the S&P 500 fell 0.1%, the Nasdaq dropped 0.57%, while the Dow was roughly flat. WTI crude oil futures surged nearly 3% to

According to the Ministry of Industry and Information Technology, China's shipbuilding industry recorded historic highs across all three key metrics in the first half of 2026. Vessel completion reached 36.5

According to Shin Han Investment, South Korea's Yeongsu petrochemical complex will halt 1.39 million tons of naphtha cracking capacity on July 23, marking the country's petrochemical industry structural adjustment entering an execution phase beyond planning stage. With this shutdown following a

According to Yonhap Infomax, the U.S. dollar index fell to 101.122 on July 22 afternoon (ET), down 0.057 points (-0.056%). The euro rose 0.084% to 1.14112 against the dollar, while dollar-yen fell to 163.148. Euro strength reflected elevated inflation concerns in the eurozone following surging

WTI crude oil rose 2% intraday today to $88.64 per barrel.

From 21:30 to 21:45 (UTC) on July 22, 2026, BTC saw a brief uptick within 15 minutes, with a Return % of +0.33% and a price range of 65,910.3–66,131.2 USDT, along with an Ampl of 0.34%. The current offer is $65,924.5, down 0.66% over the past 24 hours. Overall, the market is showing a narrow-range consolidation pattern with low participation. The Filled Amount is only 159.43 BTC, indicating the market is in a wait-and-see stage ahead of choosing a direction. The main driver behind this move is t

The dollar weakened slightly on July 22 as the U.S. Dollar Index (DXY) dropped 0.03% to 101.13, pausing after reaching a one-week high the previous day. The decline was limited by escalating Middle East tensions and rising oil prices. Tensions between the U.S. and Iran intensified as President

According to YNA Infomax data, on July 22 (3 p.m. ET), the U.S. 2-year Treasury yield climbed to 4.3020%, marking its highest level since February 2025, while Fed funds futures reflected a 33.7% probability of a rate hike at next week's FOMC meeting (July 28-29), up from roughly 20% a day earlier. T