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1. Institutions: The current global storage industry still faces severe supply shortages, and AI-driven structural demand growth has not yet peaked
2. Data: Hyperliquid’s position-setup price heatmap shows both BTC bulls and bears are in a fragile state
3. Next week’s market outlook: Minutes from the Fed and the ECB are coming up—markets are focused on the rate-hike path and gold price trends
4. Hexens discloses that Aptos has fixed a major vulnerability; the theoretical risk exposure may be as high as $70 billion
5. An address “sold the top” on ANSEM, missing potential gains of nearly $2.39 million; it sold for only $974.81
6. A 40x shorting BTC whale was partially liquidated four times in a row; total losses are nearly $300,000
7. A whale withdrew 4,942 ETH from Binance and staked it to Lido; over the past 24 hours, it has cumulatively withdrawn $22.08 million in assets
8. This week’s focus: AI capital rotation, full enforcement of MiCA, and stablecoin competition
9. CZ responds to the riddle-meme image; multiple “CZ” concept MEME coins on the BSC chain surged on the spot
10. Aave’s new Monad market launched two days ago—deposits exceeded $100 million, and V4 total deposits surpassed $250 million, hitting a new all-time high
1. A whale withdrew 4,942 ETH from Binance and staked it to Lido; in the past 24 hours, it has accumulated $22.08 million in withdrawals
2. This week’s focus: AI capital rotation, full implementation of MiCA, and competition among stablecoins in the market
3. CZ responds to a riddle meme image; on the BSC chain, multiple “CZ” concept MEME coins surge simultaneously
4. Aave’s new Monad market went live; deposits surpassed $100 million within two days, and total deposits in V4 hit a new all-time high of over $250 million
5. Institutions: Divergence between Bitcoin and the US stock market may only be a temporary phenomenon
6. Vitalik: Ethereum is set to enter the “Lean Ethereum” phase; in the next 3–4 years, the core protocol may see a comprehensive rework
7. Viewpoint: The next stage of tokenization will be “personalized investment portfolios,” not just improving settlement efficiency
8. The US《CLARITY Act》 makes further progress; county-level sheriffs’ organizations shift to a neutral stance
9. The size of the US debt reaches $39 trillion, raising long-term concerns; analysts say fiscal sustainability risks are increasing
10. Bitcoin broke above $63,000 this morning, reclaiming the drop from the end of June; XRP leads among major coins
4. A new address invests $41.5 million to build a position in WBTC and ETH; current unrealized profit is $3.59 million
5. Wang Chun, co-founder of F2Pool, moved some of the June “dip-buying” WBTC and ETH to Binance; unrealized profit is $3.4 million
6. This week, U.S. spot Bitcoin ETF cumulative net outflows totaled $526.1 million
7. Circle mints an additional 280 million USDC on the Solana network
8. The next round of U.S.-Iran negotiations will be held in Pakistan on July 11
9. U.S. media reveals inside story of the U.S.-Iran ceasefire deal: the Iranian president and the central bank governor both showed up to urge the top leader to “sign it quickly”
10. Data center operator Crusoe is in talks to raise $3 billion in funding; valuation may rise to $30 billion
1. US Bitcoin spot ETF net outflows totalled $526.1 million this week
2. Circle issued an additional 280 million USDC tokens on the Solana chain
3. The next round of US-Iran negotiations will be held in Pakistan on July 11
4. US media reveals the behind-the-scenes details of the US-Iran ceasefire deal: the Iranian president and the central bank governor both came forward to urge the highest leader to “sign it quickly”
5. Data center operator Crusoe is in talks to raise $3 billion in financing, and its valuation could rise to $30 billion
6. Iran warns that extra-territorial countries should not create crises in the Strait of Hormuz
7. Tether CEO: The AI companies’ expansion model via subsidies may face risks of structural mismatch between valuation and profit structure
8. Hyperliquid perpetual futures open interest market share reached 8.7%, a new all-time high
9. Billionaire Tim Draper denies transferring 1,000 BTC, reaffirming his bullish stance with a target of $250,000
10. Kioxia has provided customers with samples of next-generation flash memory chips, aiming to get ahead of competitors
1. US media reveals the inside story of the US-Iran ceasefire deal: Iran’s president and the head of the central bank step forward together to urge the supreme leader to “sign it as soon as possible”
2. Data center operator Crusoe is reportedly in talks to raise $3 billion, with its valuation potentially rising to $30 billion
3. Iran warns extra-territorial countries not to create crises in the Strait of Hormuz
4. Tether CEO: The subsidy-driven expansion model for AI companies may face risks of structural misalignment between valuation and profit structure
5. Hyperliquid perpetual futures open positions’ market share reaches 8.7%, setting a new all-time high
6. Billionaire Tim Draper denies transferring 1,000 BTC, reiterating his bullish target of $250,000
7. Kioxia (formerly Toshiba Memory) has provided customers with samples of next-generation flash memory chips, aiming to stay ahead of competitors
8. An associated address of USDH deployers transferred 212,498 HYPE to Coinbase, worth about $15.07 million
9. German local banks will gradually roll out their own cryptocurrency trading services for customers, which may further fuel trading demand
10. Analyst: Active Bitcoin investors are on average down about 20% unrealized; the market is still in a period of cyclical pressure
1. Billionaire Tim Draper denies transferring 1,000 BTC, reiterates a bullish outlook to $250,000
2. Kioxia has provided next-generation flash memory chip samples to customers, aiming to stay ahead of competitors
3. An address associated with USDH deployers transferred 212,498 HYPE to Coinbase, worth about $15.07 million
4. German domestic banks will gradually roll out their own crypto trading services to customers, potentially boosting trading enthusiasm
5. Analysts: Active Bitcoin investors are, on average, down about 20% in unrealized losses, and the market is still in a phase of cyclical pressure
6. TrendForce: Traditional DRAM prices are expected to rise 13% to 18% in Q3
7. SK hynix is considering paying underwriting fees of about 0.5% of the total fundraising amount to investment banks in its ADR issuance
8. UXLINK attacker spent 10.54 million DAI to buy 6,001 ETH
9. In the first half of the year, Korean retail investors net bought Chinese AI assets worth over $2.8 billion; Northern Huachuang and Cambricon are top picks
10. Solana ecosystem meme coin manlet market cap surpasses $17 million
1. Analyst: Active Bitcoin investors are on average in an unrealized loss of about 20%; the market is still in a period of cyclical pressure
2. TrendForce: Forecasts traditional DRAM prices to rise 13% to 18% in Q3
3. SK Hynix considers paying underwriting fees of approximately 0.5% of the total fund-raising amount to investment banks in an ADR issuance
4. UXLINK attacker spent 10.54 million DAI to buy 6,001 ETH
5. Korean retail investors net bought China’s AI assets in the first half of the year, exceeding $2.8 billion; Northern Huachuang and Cambricon are top picks
6. Solana ecosystem meme coin manlet surpasses a market cap of $17 million
7. The Central Bank of Brazil believes stablecoins should be classified as electronic money instruments
8. Announcement: The protagonist from Byte’s stock-trading story who earned 30 million will appear live at the Binance Square event tomorrow evening and answer questions from the audience
9. Analysis: Bitcoin is in the late stage of the bear market, and the ETF for the first time shows that selling pressure is easing
10. Serenity focuses on floating AI data centers: Samsung Heavy Industries targets commercial deployment in 2028; free seawater cooling solves power and land bottlenecks
1. Brazil’s central bank believes stablecoins should be classified as electronic money instruments
2. Preview: The protagonist from Byte炒股 who made 30 million—will appear live at the Binance Square stream tomorrow evening and answer questions from the audience
3. Analysis: Bitcoin has entered the late stage of the bear market, and the ETF’s first signs show that selling pressure is easing
4. Serenity focuses on floating AI data centers: Samsung Heavy Industries targets commercial operations in 2028; free seawater cooling solves power and land bottlenecks
5. Micron expands its $9.0 billion chip plant in western Japan, expected to begin production and shipments around the summer of 2028
6. Byte炒股 made 30 million protagonist talks about the storage sector: the market has entered a chain-liquidation phase; reducing leverage is healthier in the long run
7. Malaysian police conduct a raid to dismantle illegal crypto-mining hubs within the Port Klang Free Trade Zone
8. Jupiter Strategic Reserve Trust Fund increases holdings by about 186,500 JUP, bringing total holdings to a value of about $34.8 million
9. Bitdeer maintains zero Bitcoin holdings for 19 consecutive weeks; this week it produced 223.1 BTC
10. Analysis: Targets for this round of Bitcoin’s weak rebound are the $64,000–$68,000 range, with $70,000 serving as the ceiling for short-term bear-market rebounds
1. Malaysian police raid and dismantle an illegal cryptocurrency mining operation within the Port Klang Free Trade Zone
2. Jupiter Strategic Reserve Trust increases holdings by about 186,500 JUP, bringing total holdings to a value of approximately $34.8 million
3. Bitdeer maintains zero Bitcoin holdings for 19 consecutive weeks; this week it produced 223.1 BTC
4. Analysis: The target range for this round of Bitcoin weak rebound is $64,000 to $68,000; $70,000 is the ceiling for a short-term rebound in a bear market
5. Trump: Iran really wants to reach an agreement
6. Goldman Sachs maintains a “Buy” rating for MiniMax, with a target price of HKD 860
7. Huawei releases the “Tao Ding Law” V2 paper: Kirin 2026 data is publicly disclosed for the first time, with additional engineering details and measured data
8. A whale goes 20x long on 14.189 million XRP, worth $16.3 million
9. GLMR will migrate to the Base network, and Moonbeam will transform into an AI Agent communication and settlement network
10. Critini analyst: The token price war has already bottomed out; China’s AI “open-source” players are raising prices or shifting to closed-source
1. Analysis: This round of Bitcoin weak rebound targets the $64,000 to $68,000 range, with $70,000 serving as the ceiling for short-term bearish market rebounds
2. Trump: Iran really wants to reach an agreement
3. Goldman Sachs maintains a “Buy” rating for MiniMax, with a target price of HK$860
4. Huawei releases the “Tao Ding Law” V2 paper: Kirin 2026 data is made public for the first time, with additional engineering details and measured data
5. A massive whale uses 20x leverage to go long 14.189 million XRP, worth $16.3 million
6. GLMR will migrate to the Base network, and Moonbeam will transform into an AI Agent communication and settlement network
7. Critini analyst: The token price war has already bottomed out; China’s AI “open-source” players are raising prices or shifting to closed-source
8. The Bhutan government deposits 700 Bitcoins with Binance, worth $43.75 million
9. Trump pardons 11 people associated with SBF—none are on the list; today’s celebration remarks are in the spotlight
10. Revolut is set to delist “non-EU-compliant stablecoin” USDT
1. A certain giant whale executed 20x long for 14,189,000 XRP, worth $16.3 million
2. GLMR will migrate to the Base network, and Moonbeam will pivot into an AI Agent communications and settlement network
3. Critini analyst: The token price war has already bottomed out; China’s AI “open-source” players are raising prices or shifting toward closed source
4. The Bhutan government deposits 700 BTC into Binance, worth $43.75 million
5. Trump pardons 11 people related to SBF, who were not on the list; today’s celebration remarks are the focus
6. Revolut is set to delist “non-EU compliant stablecoins” USDT
7. Solana rises to the No. 1 spot for 7-day active chain activity; active addresses jump 55% to 29.844 million
8. Semiconductor demand recovery is spreading from AI to broader industrial end-market demand; supply chain tightness is transferring from digital chips to analog chips
9. TradingView launches market data for Hyperliquid and Trade.xyz
10. Doubao agent feature will be taken offline on July 15
1. Revolut is about to delist “non-EU compliant stablecoin” USDT
2. Solana rises to first place in 7-day chain activity, with active addresses surging 55% to 29.844 million
3. Semiconductor demand recovery is spreading from AI to broader industrial end markets; supply chain tightness is shifting from digital chips to analog chips
4. TradingView launches market data for Hyperliquid and Trade.xyz
5. Doubao AI agent feature will be taken offline on July 15
6. Trump: The economy is soaring! The stock market delivered the best quarterly performance since I became president
7. Ansem uses a multi-pronged approach to call trades for ANSEM: launches the airdrop page and coordinates it with a tweet bombardment—market cap doubles within 12 hours to over $350 million, with holders exceeding 100,000
8. ENS Labs operations director announces departure and will gradually shut down ethid.org
9. A major whale has accumulated 19,752 ETH and 100 WBTC over three days, worth over $37 million
10. Samsung DRAM reportedly plans to raise prices by 20% in the third quarter, and has notified some customers via verbal quotations
1. Semiconductor demand recovery is expanding from AI into a broader range of industrial end markets; supply-chain tightness is spreading from digital chips to analog chips
2. TradingView launches market data for Hyperliquid and Trade.xyz
3. Doubao AI agent features will be taken offline on July 15
4. Trump: The economy is soaring! The stock market has delivered its best quarterly performance since I took office
5. Ansem takes a multi-pronged approach to call orders for ANSEM: launch an airdrop page in tandem with a tweet bombardment; within 12 hours, market cap doubled to over $350 million, with the number of holder addresses exceeding 100,000
6. ENS Labs operations director announces departure and will gradually shut down ethid.org
7. A certain whale accumulated 19,752 ETH and 100 WBTC over three days, worth over $37 million
8. Samsung DRAM plans a 20% price increase in the third quarter; it has already notified some customers via verbal quotations
9. The “Trump account” goes live today; the U.S. Treasury accepts listed-company stocks as charitable donations
10. SafePal integrates Robinhood L2 mainnet, deepening its RWAFi strategy