1. 🔬Follow-up Opportunities

  • Strategy plans to issue 5 million shares of STRC stock to raise funds for Bitcoin acquisition

  • Circle launches Circle Gateway, achieving a new infrastructure for unified USDC cross-chain balance

  • Yuga Labs co-founder hints at launching an NFT treasury company

  • Cathie Wood invests in Ethereum asset management company BitMine

2. ❇️DeFi

a. New Projects in the Past Day

  • Sigma Money --- CDP (Binance, 1.66 million)

  • SurgeDefi --- Dexs (XRPL EVM, 10000)

  • Ethena tsUSDe --- Yield (TON, 22.1 million)

  • Bits --- Yield (Ethereum, 0 million)

  • Loopscale --- Lending (Solana, 48.11 million)

b. Project List

c. Related Projects

  • OneFootball will start its token sale on CoinList on July 24

  • Polymarket is considering issuing its own stablecoin to control USDC reserve income on the platform

3. 🌏Macro

  • Market News: The Bank of Japan may keep its benchmark interest rate unchanged next week

  • Institution: The sustainability of U.S. Treasury bonds will become a key issue in the second half of this year

  • Ethereum spot ETF saw a total net inflow of $297 million yesterday, continuing 12 days of net inflow

  • JPMorgan considers offering crypto asset mortgage services starting next year

  • Institution: As U.S. economic growth slows, the dollar may continue to decline

  • Institution: Short-term risks for U.S. CPI data still skewed upward

  • U.S. Treasury Secretary Besant: Calls for internal review of the Federal Reserve

  • The 12-day net inflow was ended, with a total net outflow of $131 million from Bitcoin spot ETF yesterday

4. 🐳Whale Movements

a. Institutions, large investments, whale behavior

  • A certain address hoards 25,213 ETH, with a total holding of over 72,000 ETH, at an average price of $3,618

  • A certain whale leverages to buy 1,989 ETH after receiving 7,487 ETH from Cumberland

  • An address built up WBTC at an average price of $10,708, suspected of selling 700 ETH in the past three days, cashing out about $82.4 million

  • A certain whale goes long on BTC on both Aave and Hyperliquid, with a total position value of $91 million

  • SharpLink Gaming purchased 79,949 ETH in the past week, costing $258 million

  • Trend Research may purchase 203,000 ENS, worth $5.5 million, with a total holding value of about $570 million

b. DeFi, NFT, On-chain Activities

  • Majordomo has a long position of $126 million on Hyperliquid, including ETH, HYPE, and PUMP longs

  • Trader AguilaTrades is in a floating loss of nearly $3 million for holding multiple ETH positions

  • Trader AguilaTrades swaps to a 40x Bitcoin long position, with a position value of about $110 million

  • Majordomo has accumulated losses of over $5.5 million on PUMP spot and contracts, still continuing to add to long positions

c. Exchange-related capital flows

  • SpaceX transfers $152 million worth of BTC for the first time in three years

  • Two whales transfer 60 million ENA to CEX, valued at about $30 million

  • The largest PUMP holding address deposits 1.7 billion PUMP to trading platforms, valued at $89.5 million

5. 📃Industry

a. NFT & GameFi & SocialFi & DID & DAO & Content Creation

b. Exchanges/Wallets

  • Coinbase: U.S. users can now legally participate in crypto perpetual contract trading through the Coinbase platform

  • The eighth largest bank in the U.S., PNC, collaborates with Coinbase to provide cryptocurrency services to customers

  • Telegram's built-in wallet is now open to 87 million U.S. users

  • Bitget Wallet has integrated the Plasma public chain, supporting stablecoin payments

  • FTX applies for an extension to respond, due to creditor opposition to freezing $470 million in overseas claims

  • Coinbase adds BNKR, JITOSOL, and MPLX to its asset roadmap

  • Coinbase International will launch ERA and SUSHI perpetual contracts

c. Public Chains/L2

  • Aptos network now supports WBTC

  • Fogo launches high-performance Layer 1 SVM chain public test network, with block time of 40 milliseconds

  • Ethereum block gas limit raised to 45 million

  • Solana network's real TPS has exceeded 1600

d. Financing and Investment

  • Bittensor ecosystem company xTAO to be listed in Canada, receiving $22.8 million investment from DCG and others

  • AI data layer startup Poseidon completes $15 million seed round financing, led by a16z

  • 21Shares submits S-1 document for ONDO ETF

  • BNB Chain Foundation purchases TAG data annotation platform token

e. Regulation

  • Hong Kong Customs cracked a money laundering case involving stablecoins, with a total amount of approximately 1.15 billion yuan

  • The FBI ends its investigation into the founder of Kraken and returns confiscated equipment

  • Citadel Securities warns the SEC not to rush the tokenization securities rules

  • The SEC approves the conversion of the Bitwise 10 Crypto Index Fund into an ETF, which includes ADA, SUI, LINK, and other coins

  • U.S. Republican senators release a draft discussion on legislation for the crypto market to promote regulatory clarity

f. Security

  • ZachXBT accuses Crypto Beast of manipulating ALT to plummet, related wallets cashed out over $11 million

g. Others

  • Volcon makes its first purchase of 280.14 BTC and completes over $500 million in private equity financing for Bitcoin purchases

  • Capital B raises approximately €10.3 million to advance its Bitcoin treasury strategy

  • GameSquare approved to inject an additional $150 million into its crypto treasury, and acquired 8,351 ETH

  • Public company Profusa signs a $100 million equity credit agreement to launch its Bitcoin treasury strategy

  • Western Union explores integrating stablecoin services, seeing it as an important opportunity to accelerate cross-border payments

  • Mexican real estate company Grupo Murano lists Bitcoin as a core strategic asset, with initial investments reaching $1 billion

  • Nano Labs increases its BNB strategic reserve to $90 million, planning to upgrade its reserve strategy

  • ArkInvest reduces its holdings in Coinbase worth $90.58 million, while also selling positions in Robinhood and Block

6. 🤖AI Related

7. 🔧Tools

  • Ave.ai recently launched a series of tools to accelerate its layout in the Southeast Asian market

8. 💡Opinions

  • OpenAI founder: Financial services will be completely different in 10 years due to artificial intelligence

  • Bloomberg analyst: Positive signals appear for the physical purchase and redemption mechanism of Bitcoin and Ethereum ETFs

  • Analysis: Bitcoin selling pressure is nearing exhaustion, traders are watching for a Bitcoin pullback to $115,000

  • Diamond Hands Final Chapter: The four altcoins I am optimistic about

  • The $100 billion IPO scam? How Hyperliquid breaks Wall Street's rules

  • Ant Group and JD.com make a swift entry into stablecoins: Why do giants always seem to be one step ahead?

  • Skyne Stablecoin Report: Regulatory policies reshape the stablecoin landscape

  • DWF partner: The crypto altcoin season has just begun

  • Can ETH really replicate BTC's 'positive flywheel' strategy?

  • Matrixport: The crypto IPO craze on Wall Street is expected to extend the Bitcoin bull market cycle

  • Ether Machine CEO: The biggest beneficiary of the (GENIUS bill) is Ethereum