1. 🔬 Opportunities to watch
(CLARITY Act) will be voted on Wednesday, (GENIUS Act) will be voted on Thursday morning
Trump: Happy 'Crypto Week', digital assets represent the future
The ancient whale has transferred 8,157 BTC to Galaxy Digital, possibly planning to liquidate the previously transferred total of 40,000 BTC
Galaxy Digital is suspected of selling part of the proceeds from BTC and transferring them to Coinbase
SharpLink Gaming has newly acquired 24,000 ETH for strategic reserves, with total holdings exceeding 290,000
Michael Saylor sells various securities to increase Bitcoin holdings, with the company's total Bitcoin reaching 601,550
NYSE Arca: ProShares' futures-based XRP ETF listing has been approved
The U.S. Department of Justice has ended its investigation into the prediction platform PolyMarket
Circle applies to establish the first digital currency bank in the U.S., focusing on USDC trust and institutional services
ProShares launches a 2x leveraged SOL ETF 'SLON'
GameStop CEO: Buying BTC to hedge against inflation, will not imitate Strategy
Glassnode: BTC shows early signs of profit-taking, the market may face a turning point
2. ❇️ DeFi
a. New projects in the past day
b. Project list
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
WLFI clarifies: Governance votes mentioning KYC and trading monitoring through TRM Labs are standard compliance updates
pump.fun is suspected to have initiated the first round of PUMP buybacks, currently valued at $2.1 million
TAC announces token airdrop claiming rules: only supports TON wallet, staking and locking for 60 days allows for 100% claim
Movement Foundation: MOVE buyback has been fully completed, the foundation repurchased approximately 180 million MOVE tokens
3. 🌏 Macro
Analysts: The premise for the Fed to cut rates in September is that subsequent reports are not too bad
Today's net inflow into U.S. Bitcoin ETFs is 2,632 BTC, and net inflow into Ethereum ETFs is 80,294 ETH
Fed spokesperson: Today's CPI report will not change the Fed's policy direction
Montreal Bank: It's hard to imagine the CPI report prompting the Fed to cut rates before September
U.S. inflation in June rose as expected, keeping the Fed cautious about rate cuts
Bank of America: 26% of respondents believe Bessent will become the next Fed Chair
After the CPI release, the probability of the Fed maintaining rates in July rose to 97.4%
U.S. June seasonally adjusted CPI monthly rate is 0.3%, expected 0.30%, previous value 0.10%
U.S. Treasury Secretary Bessent: Powell should step down from the board when leaving the Fed in 2026
U.S. June CPI year-on-year slightly rebounded, reaching a new high since February
Trump: The Fed should cut rates by 3 percentage points
BlackRock's quarterly report: Bitcoin ETF inflows surged 366% in the second quarter
4. 🐳 Whale movements
a. Institutional, large investments, whale behavior
Korean listed company Bitmax increased its holdings by 51.06 BTC, with total Bitcoin holdings surpassing 400
James Wynn leveraged 40 times long on BTC, with a position value of approximately $18.43 million
WIF whale bought $2.48 million PUMP and transferred it to a new address
A whale sold 2.75 million FARTCOIN to acquire 599 million PUMP, still holding $1.02 million worth of FARTCOIN
U.S. listed company BTCS increased its holdings by 2,731 ETH with $8.23 million
A whale opened an ETH short position with 18 times leverage, currently holding a nominal position of 20,474 ETH
Whale spent $2.3 million on HyperLiquid to acquire 423 million PUMP and opened a 5x leveraged short position on PUMP
b. DeFi, NFT, On-chain activities
c. Exchange-related capital flows
An early Ethereum whale deposited 4,900.5 ETH into Kraken
The Kingdom of Bhutan has transferred 749.3 BTC to Binance in the past half month
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content creation
Letsbonk.fun: Starting today, token creators will receive a 0.05% RAY token reward based on their bonding transaction volume
Pudgy Penguins' Web3 mobile game Pudgy Party is about to launch, pre-registration is now open
OpenSea launches a new platform aimed at integrating NFT, tokens, and DeFi on-chain functionalities
b. Exchanges/wallets
Coinbase's market value first surpasses $100 billion
Coinbase will launch PUMP on the Base network and add an 'Experimental' label to it
Kraken launches derivatives service Kraken Derivatives US in the U.S. market
Gemini expands tokenized U.S. stock products, supporting blue-chip stocks like Nike and McDonald's
Binance wallet will launch Bonding Curve version of Hyperion (RION) TGE on July 16
Deribit launches a new reward program for eligible USDC holders
c. Public chain/L2
Berachain proposes the PoL v2 proposal, intending to redistribute 33% of PoL rewards to the BERA revenue module
USDT0 has been integrated with the Bitcoin second-layer network Rootstock
Eclipse: ES token airdrop claiming is expected to open tomorrow
Plasma announces that the testnet is now live
d. Investment financing
Stablecoin-driven financial institution Dakota completes $12.5 million Series A funding, led by CoinFund
Hilbert Group AB received an investment of 300 million Swedish Krona in Bitcoin
U.S. listed company OFA Group reached a $100 million equity financing agreement to establish a cryptocurrency treasury
Digital asset management company Two Prime completed a $20 million equity financing, led by MARA
LQWD Technologies completed a private placement, intending to use 2.3 million CAD to purchase Bitcoin
U.S. listed company BTC Digital plans to raise $6 million to purchase ETH
Nasdaq-listed company Bit Digital plans to raise $67.3 million through a targeted issuance for purchasing Ethereum
e. Regulation
The Fed, FDIC, and OCC jointly clarify the rules regarding banks holding customer crypto assets
The House's procedural vote on cryptocurrency-related measures did not pass
f. Security
Arcadia Finance: Please immediately remove Rebalancer permissions
6. 🤖 AI-related
7. 🔧 Tools
8. 💡 Views
Grayscale: Walrus may become the core data layer of the Sui ecosystem
Washington 'Crypto Week': How will the legislation reshape the fate of cryptocurrencies?
JPMorgan CEO may 'fully commit to cryptocurrency'
LD Capital founder: When the market is FOMO, it’s time to unload leverage, looking forward to confirmed rate cuts in August-September
Circle CEO: Stablecoin trading experience is becoming as convenient as WhatsApp messaging
MasterCard: Stablecoins have a long way to go before becoming a mainstream payment method
From grassroots to a market value of 600 billion, Robinhood entertains to life
Wintermute: In the 2025 bull market, institutions will increase their BTC and ETH positions, while retail investors turn to Meme coins
Letsbonk.fun founder: The key strategy from the start was to activate the Asian Solana market
Ansem: PUMP's trading volume on Hyperliquid surpasses that of CEX, seen as a turning point for the full on-chain transformation of DeFi
Bank of America: Stripe may be a new channel for promoting interoperability between digital assets
Greeks.Live: Traders are relatively pessimistic about ETH, believing it may become the second Litecoin
10x Research: Despite the leverage risks, the market remains optimistic about MicroStrategy's accumulation strategy
