1. 🔬 Opportunities to watch
2. ❇️ DeFi
a. New projects in the past day
Laine SOL --- Liquid Staking (Solana, 31.07 million)
Hits4fun --- Options (Base, 0 million)
Flareporium --- Dexs (Flare, 0 million)
stakedhype --- Liquid Staking (Hyperliquid L1, 42.347 million)
b. Project list
c. Related projects
3. 🌏 Macro
US Treasury Secretary Yellen: Interest rates should be lowered if inflation data is low
Federal Reserve Chairman Powell faces criminal charges from Trump allies in the House of Representatives
Bitcoin spot ETF saw a net inflow of $2.39 billion last week, continuing six weeks of net inflows
Treasury Secretary Yellen: The quality of trade agreements is more important than the timing of signing
Ethereum spot ETF saw a net inflow of $2.18 billion last week, setting a new record for single-week net inflows
4. 🐳 Whale movements
a. Institutions, large investments, whale behavior
PUMP institutional private placement address is suspected to have cashed out over $140 million, with a total profit of $39.65 million
Sequans increased its holdings by 1,264 BTC, current total holdings reach 2,317
James Wynn closed his ETH and PEPE long positions, making a profit of $538,500
A whale with over $24 million in unrealized gains opened multiple short positions
Strategy increased its holdings by 6,220 BTC last week, at an average price of $118,940
US-listed company Bit Origin announced the purchase of 40.54 million DOGE at an average price of $0.2466
US-listed company Upexi announced the purchase of 100,000 SOL for $17.7 million, with total holdings reaching 1.82 million
US-listed company DeFi Development Corp increased its holdings by 141,383 SOL, with total holdings nearing 1 million
Swedish listed company H100 Group increased its holdings by 140.25 BTC, raising total holdings to 510.28 BTC
AguilaTrades has turned bullish on ETH again, currently with cumulative losses exceeding $27 million
US company BTCS announced an increase in holdings of 22,935 ETH, having raised an additional $10 million to continue purchasing ETH
b. DeFi, NFT, On-chain activities
A whale deposited 8.04 million USDC into HyperLiquid to open a 7x leveraged SOL long position
A giant whale spent 2,081.6 ETH to purchase 45 CryptoPunks
c. Exchange-related capital flows
A whale withdrew 13,224 ETH from OKX in the past 8 hours, worth $49.56 million
A newly created wallet withdrew 400 BTC from Binance, worth $47.22 million
A whale transferred 2,805 ETH to OKX 9 hours ago, worth $10.54 million
A BTC whale transferred 250 BTC to Binance, still holding 4,000 BTC
A newly created address has withdrawn a total of 8,357 ETH from Binance today, approximately $31.84 million
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content creation
Is the summer of NFTs back? Come see what new moves established projects have made
Ethereum launches the 10th anniversary The Torch commemorative NFT, expected to open for minting on July 30
NFT total market value rises above $6 billion, Moonbirds floor price increases over 30% in 24 hours
b. Exchanges/Wallets
Binance Alpha will launch Alliance Games (COA) on July 23
OKX DEX API now online with MEV protection and trading simulation features
Consensys: A few MetaMask users report unusually high disk activity, repairs are underway
Binance Wallet will launch exclusive Booster event for Treehouse (TREE)
CatFee.io partners with Bitget Wallet to launch GetFee, opening up a new experience in energy leasing
c. Public Chain/L2
Linea, Consensys, and Nile collaborate to launch the decentralized trading platform Etherex
Merlin Chain releases Merlin 2.0 - 'Hold, Earn, Invest' reshaping BTC
d. Investment and financing
Ethena Labs announced a $360 million PIPE transaction for StablecoinX, planning to establish ENA Treasury Corporation
Giants Protocol received strategic investments from institutions like Plug and Play, accelerating the layout of the DeFAI ecosystem
Delin Holdings plans to invest HKD 60 million in Hong Kong tech company Fu Long to explore the stablecoin market
Market news: Crypto company BitGo has secretly submitted an IPO application in the US
e. Regulation
US SEC Chairman: ETH does not qualify as a security
US House Representative Anna Paulina Luna has brought criminal charges claiming Powell committed perjury twice
The White House plans to release the first crypto policy report on July 22
The US Treasury will revisit the scope of anti-money laundering rules at a future date
f. Security
swarms: Community Discord account hacked, team is actively recovering
Bitcoin core developers fixed a disk filling vulnerability that had existed for five years
g. Others
Hong Kong-listed company Fourth Paradigm announced a stablecoin underlying asset management solution
Trump Media Technology Group (DJT.O) announced its total Bitcoin reserves have reached $2 billion
The Ether Machine: Committed to investing over $1.5 billion to hold and manage ETH, Chairman Andrew Keys will invest over $500 million
Antalpha's shareholder meeting approved the establishment of a dual-class share structure and treasury management plan
Polymarket acquires a trading platform and plans to return to the US market
Bitdeer produced 65 BTC last week, pushing total Bitcoin holdings above 1,600
Insiders: Polymarket will invest $112 million to acquire the compliant exchange QCX
US company Profusa signs a $100 million equity credit agreement to initiate Bitcoin treasury strategy
CoinDesk's parent company Bullish, exploring IPO listing, suspected of facing financial challenges
BTCS disclosed company ETH and cash market value reaching $242 million
The Ether Machine intends to go public through a merger with Nasdaq-listed company Dynamix, expected to complete in Q4 this year if shareholders approve and other conditions are met
MyStonks reaches a strategic partnership with BIT to accelerate the deep integration of digital assets and traditional securities
6. 🤖 AI-related
7. 🔧 Tools
8. 💡 Views
The recovery of NFTs may indicate that funds are flowing from Bitcoin to other high-risk assets
Analysts: The current bull market cycle is led by institutions, whether it will benefit altcoins remains uncertain
Bank of America Merrill Lynch: Stablecoins will have a disruptive impact on traditional bank deposits and payment systems
Analysis: Bitcoin miners and whales selling during the rise may indicate 'local peaks'
ZK New Narrative: Computing power as a service, how does Succinct activate supply and demand?
What happened behind Ethereum's 70% monthly surge?
QCP Capital: Ethereum's performance drives the start of the altcoin season, with institutions leading this round of rise
Analysts: The rise of Ethereum marks the beginning of the blockchain financial services cycle
QCP: Surge in ETH derivatives, the altcoin season may have already started
Zheshang Securities: RWA brings regulatory challenges and may temporarily lead to the expansion of US dollar credit
Vitalik: Approximately 50% of votes support raising Ethereum L1 Gas limit to 45 million
In the surge of crypto reserve companies, what potential 'small pitfalls' exist?
Dialogue with DeFi Report founder: 10 charts reveal the opening of Ethereum's bull market, with institutional funds potentially being the biggest driver
Minsheng Securities: Stablecoins are expected to help traditional financial assets conduct 'on-chain' transactions
