1. 🔬 Opportunities to watch
Report: Q2 cryptocurrency spot trading volume down 22%
Federal Reserve Beige Book: Economic outlook is neutral to slightly pessimistic
Trump has drafted a letter to fire Federal Reserve Chairman Powell
Trump says Bessenet is very good, but implies he is not the best candidate for Federal Reserve Chairman
Yili Hua: Chose to sell some ETH in the face of unclear macro prospects, but the long-term bullish trend remains unchanged
Trend Research deposits another 5,000 ETH into CEX, totaling 22,289 ETH deposited today
Analysis: Trend Research still likely needs to sell about 40,000 ETH to unwind leverage
Peter Thiel has acquired 9.1% of ETH strategic reserve company BitMine
Vote approved for the Trump family crypto project 'WLFI Token tradable' proposal
ProShares launches XRP and Solana leveraged ETFs, providing double daily returns
2. ❇️DeFi
a. New projects in the past day
Project X --- Dexs (Hyperliquid L1, 40.31 million)
b. Project list
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
Raydium updates LaunchLab incentive program: Token creators are eligible for daily RAY rewards
PayPal blockchain head José Fernández da Ponte joins Stellar
GMX: GLP funds on Arbitrum have been fully recovered, GMX V2 is unaffected
Aave TVL surpasses $30 billion, setting a new historical high
Blockchain infrastructure platform Aspecta announces token name ASP, total supply of 1 billion
Hyperion announces RION tokenomics: Airdrop accounts for 5%, liquidity incentives account for 30%
Hyperion officially launches TGE, RION is now live on Binance Alpha
3. 🌏 Macro
Bitcoin spot ETF saw a total net inflow of $403 million yesterday, continuing 9 days of net inflows
US June PPI annual rate at 2.3%, expected 2.5%, previous value revised from 2.60% to 2.7%
Bank of America: Expects the Federal Reserve will not lower interest rates before next year
Ethereum spot ETF saw a total net inflow of $192 million yesterday, continuing 8 days of net inflows
US-listed company BTCS is added to the Russell Microcap Index
Today, the US Bitcoin ETF saw a net inflow of 3,412 BTC, while the Ethereum ETF saw a net inflow of 79,674 ETH
4. 🐳 Whale Movements
a. Institutions, large investments, whale behavior
Matador Technologies approves long-term BTC acquisition strategy: Accumulate 6,000 BTC by 2027 or earlier
Whale AguilaTrades again increases BTC long position to $476 million
SharpLink Gaming raised about $413 million last week, to be used entirely for increasing Ethereum holdings
'Insider Whale' Bitcoin 40x short position has been partially liquidated 4 times
SharpLink Gaming again purchased 5,188 ETH, accumulating 300,000 ETH, with unrealized gains exceeding $130 million
Korean listed company Bitmax increases its holding of 51.06 BTC, with total Bitcoin holdings exceeding 400 BTC
The 'silent whale with 80,000 BTC for 14 years' transferred 10,000 BTC 9 hours ago
A certain wallet transferred 1,042 BTC to a newly created wallet after being silent for 6 years, worth $9.12 million 6 years ago
Whale cashes out PUMP, earning $3.41 million with a return rate of 68%
The Smarter Web Company increased its Bitcoin holdings by 325 BTC, raising total holdings to 1,600 BTC
b. DeFi, NFT, On-chain activities
Ethereum Foundation internally transferred 1,000 ETH to a related address, worth about $3.15 million
c. Exchange-related capital flows
A certain whale withdrew 4,750 ETH from Binance 2 hours ago, worth $14.98 million
A certain whale deposited 7,501 ETH into Binance, expected to earn $9.19 million
After being silent for 5 days, a whale withdrew 8,261.73 ETH from Kucoin, worth $24.72 million
A whale or institutional address withdrew 8,262 ETH from Kraken 3 hours ago, with over 80,000 ETH withdrawn this month
Whales cumulatively withdrew over 68,000 ETH from FalconX within 4 days, worth over $200 million
A certain whale deposited 2.73 million USDC into Hyperliquid to open a 20x leveraged Bitcoin short position
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Nasdaq-listed game publisher Snail Games is exploring the development of a US dollar stablecoin, with stock prices rising over 20%
GameStop CEO: Considering accepting cryptocurrency as payment for trading cards and collectibles
Trump-themed meme coin TRUMP is suspected to be preparing to launch a gaming project
'Trump Coin' unlocking imminent: Will test market demand and increase Trump's wealth
Pudgy Penguins announces collaboration with Chinese toy company Suplay
Backpack: Airdropping different amounts of ES tokens to all users with ranks in S2
b. Exchanges/Wallets
OKX Wallet's xBTC incentive program launched in conjunction with Momentum has seen TVL grow to $140 million in two weeks
Bitget joins the global market alliance initiated by Ondo, set to launch over 100 tokenized stocks
Coinbase's App Store ranking skyrocketed by 63%, retail investment enthusiasm rebounds
PayPal supports PYUSD on Arbitrum, Ethereum, and Solana networks
SoSoValue (SOSO) is set to go live on Kraken
c. Public Chain/L2
BNB Chain: Will raise the block Gas limit to 1G in the second half of the year, supporting a tenfold increase in throughput
Ethereum releases zkEVM-L1 scaling roadmap: Moving towards a new era of tens of millions of TPS
Bitlayer announces the launch of the Bitcoin cross-chain bridge BitVM on the mainnet
Analysis: The Solana ecosystem enters the 2025 'super cycle', accounting for 46% of revenue across the entire chain
d. Investment and financing
Windtree signs a $60 million securities purchase agreement to initiate BNB treasury strategy
Crypto infrastructure company Talos acquires Coin Metrics for over $100 million
Cantor Fitzgerald nearing a $4 billion SPAC deal with Bitcoin pioneer Adam Back
f. Security
Slow Mist: BigONE exchange suffers from supply chain attack, losses exceed $27 million
6. 🤖 AI-related
7. 🔧 Tools
8. 💡 Views
Goldman Sachs CEO: Tokenization will bring some opportunities, especially in financing
Powell countdown: A 'renovation' triggering a global financial storm?
Trader Eugene: Main buying of ETH comes from traditional funds, will not buy Ethereum-based altcoins for now
Bitcoin proposal suggests freezing addresses vulnerable to quantum attacks such as Satoshi Nakamoto's
Analysis: The demand for US Treasury investments created by stablecoins is just a side effect, may be able to pay tuition in Hong Kong in the future
Binance CEO: Fidelity, BlackRock, Charles Schwab, and even JPMorgan have shifted from crypto skeptics to believers
Strategy Bitcoin strategy manager: Even if Bitcoin drops to $20,000, the company still has enough collateral to repay liabilities
a16z: Limitations of crypto memory pools
Zhu Su: SOL price and demand further boosted by pump.fun's TGE
Matrixport: The US has become the main driving force of this market cycle, Ethereum rises but is dominated by Asia
Bank of England Governor Bailey questions the role of stablecoins and CBDCs
JPMorgan CEO: Companies involved in stablecoins are very smart, trying to create alternatives to bank accounts
