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According to Cointelegraph, U.S. Senator Kirsten Gillibrand has proposed a ban on elected officials and the President from issuing or endorsing personal tokens. Kirsten Gillibrand stated that Congress should support measures prohibiting elected officials and their spouses from issuing or endorsing digital assets. This restriction covers the President of the United States and their spouse, but it is not clear whether it extends to the Vice President or their family members. Kirsten Gillibrand is one of the senators involved in the CLARITY Act negotiations in the Senate.

BlockBeats News, July 4th: President Trump posted on Truth Social, saying: Breaking News! My administration is delivering another major "America First" victory. The Treasury Department will now accept publicly traded company stocks that can be traded at any time as charitable donations to fund eligible American children's TrumpKids accounts. This opens the door for great American businesses, philanthropists, and job creators to directly invest in our children's future, helping to build a generation of savers, investors, and owners. The response to TrumpKids accounts has been amazing—with over 6 million TrumpKids accounts applied for even before the program is formally launched. The American people love this idea as it prioritizes American children, rewards success, and helps the next generation build wealth. America's golden age is just beginning! The "TrumpKids Accounts" will officially launch today (Independence Day, the 250th anniversary of the nation's founding), with eligible American children accounts automatically receiving a $1,000 government seed fund to kick off the operation of the accounts. The "TrumpKids Investment Accounts" are expected to inject $30-50 billion of incremental funds directly into the U.S. stock market in the first year. Subsequently, families and employers can add up to $5,000 per account annually. This is expected to continue to bring in stable inflows of billions of dollars or more over the long term, providing long-term buying support.

BlockBeats News, July 4th, Semiconductor and AI research firm SemiAnalysis published an article pointing out that the proportion of memory in the capital expenditure of hyperscale cloud vendors is becoming a hot topic in the market. This especially gained attention after Micron's earnings report last week, with some market participants shocked by the high memory spending ratio expected next year. SemiAnalysis first proposed in February this year that memory spending would account for about 30% of cloud vendor capital expenditure. At that time, most clients questioned this number, as memory typically only accounts for low double-digit percentages of a server's BOM. In May, as memory prices rose faster than expected, SemiAnalysis further responded: by aggregating DRAM, NAND, and HBM, Nvidia's memory spending in systems will exceed 30% by the end of 2026 and further rise to over 40% in 2027. SemiAnalysis predicts that the market's understanding of this structural change will gradually deepen in the coming months. This implies that amidst the continuous expansion of AI capital expenditure, the memory segment is transitioning from a "secondary" cost in server expenses to the "single largest cost item," with its impact on memory manufacturers' pricing power and profit margins not yet fully priced in.