1. 🔬 Opportunities to Watch
Aspecta announces token economics, airdrop query opens tomorrow at 15:00
Sahara Data Service Platform DSP officially launches, first-day reward pool worth over $450,000
BitMine stock options start trading on the NYSE
2. ❇️DeFi
a. New Projects in the Past Day
b. Project List
c. Related Projects
Polymarket predicts a 67% probability that 'Polymarket US version will launch in 2025'
3. 🌏 Macro
Trump announces trade agreement with Japan: tariffs 15% + $550 billion investment in the US
US Treasury Secretary Basant: The Fed's tariff analysis 'is a bit off'
Ethereum spot ETF saw a total net inflow of $534 million yesterday, the third highest in history
Trump: If major countries can be persuaded to open markets to the US, will always be willing to abandon tariff clauses
EU diplomats: The EU and the US are moving towards a possible trade agreement, with a baseline tariff of 15% on EU goods
Bitcoin spot ETF had a total net outflow of $67.93 million yesterday, only Grayscale ETF GBTC achieved net inflow
Goldman Sachs and Bank of New York Mellon jointly launch currency fund tokenization program
4. 🐳 Whale Movements
a. Institutions, Large Investments, Whale Behavior
"Set 10 big goals first" shorting approximately 1817.69 BTC, opening price $119,425
Bitmine will use the net proceeds of $177 million from selling ARK Invest shares to fully purchase Ethereum
Three wallets belonging to the same whale transferred a total of 10,606 BTC after being dormant for three years
A whale bought 475 WBTC and opened a long position of 434.6 BTC
James Wynn faced liquidation again, Hyperliquid account dropped below $300,000
A newly created address increased its ETH position by 32,600 ETH, purchasing over 43,000 ETH in four days
An address that built WBTC four years ago has sold a total of 1,000 BTC, realizing a profit of $107 million
WLFI associated address increased its ETH holdings by 1,740 ETH, purchasing over 5,600 ETH in six days
A new address purchased 33,600 ETH, accumulating over 106,000 ETH in four days
b. DeFi, NFT, On-chain Activities
c. Exchange Related Fund Flows
2 billion PUMP tokens suspected of being transferred back from Binance hot wallet to project-associated addresses
PENGU token deployment address transferred out 227 million tokens in the past day, with a total inflow to CEX of 1.81 billion tokens
50,000 ETH continued to flow from HTX to Binance, with total inflow exceeding 320,000 ETH
A whale withdrew a total of 12,341 ETH from Kraken in the past 8 days, approximately $45.6 million
$1.9 billion worth of ETH is waiting to exit the Ethereum PoS network, while approximately $1.3 billion worth of ETH is waiting to enter
5. 📃 Industry
b. Exchanges/Wallets
FTX Hearing Minutes: Allow creditors from restricted jurisdictions to transfer claims to non-restricted jurisdictions
Coinbase will launch JITOSOL and MPLX
21Shares signs ETP market-making fund platform agreement with Société Générale
Binance Alpha has launched COA
Binance Wallet will launch Bitlayer (BTR) Pre-TGE and exclusive Booster activities
Binance Alpha has launched Codatta (XNY)
Binance Alpha will launch Lnfi Network (LN) on July 25
c. Public Chain/L2
The number of ETH waiting to be unstaked has increased to nearly 620,000
d. Investment and Financing
AI inference platform Gaia completes $20 million seed round and Series A funding, led by Mantle and others
South Korean blockchain infrastructure provider DSRV completes approximately $11.6 million first round of Series B financing
Vaulta (formerly EOS) receives $6 million investment commitment from WLFI to promote the development of Web3 banking in the US
e. Regulation
South Korean regulators call for limits on ETF holdings of stocks in crypto firms like Coinbase
Ping An Securities: Hong Kong may adopt a dual-track regulation for stablecoins
f. Security
ALT tokens dropped to zero in four hours, Crypto Beast's million-dollar harvesting
g. Others
Matador Technologies secures $100 million financing to purchase more Bitcoin
Hilbert Group reaches $15.8 million financing agreement with LDA Capital to increase Bitcoin holdings
Tron Inc. will ring the opening bell at Nasdaq on July 24
SharpLink Gaming generates 567 ETH yields through Ethereum staking
Nature's Miracle Holding announces a $20 million corporate XRP fiscal plan
ENDRA Life Science will implement Bitcoin treasury and revenue strategies
Planet Ventures aims to raise $5 million through convertible bonds to increase Bitcoin holdings
Listed company MEI Pharma completes $100 million private placement for Litecoin strategic reserve
DMG Blockchain Solutions plans to establish a diversified digital asset treasury including BTC
Listed company DigitalX increases holdings by 74.7 BTC, total holdings reach 499.8 BTC
Crypto mining firm MARA will issue $850 million convertible notes to purchase more Bitcoin
6. 🤖 AI Related
LazAI ecosystem AI agent launch platform Lazpad launches AI companion DAT and opens whitelist activities
7. 🔧 Tools
8. 💡 Insights
a16z Crypto increases investment in Story ecosystem, leading $15 million into decentralized data layer Poseidon to break AI data bottleneck
Arthur Hayes: Cryptopunks will outperform Ethereum in this cycle
Data Revealed: How much can MEV Bots earn from CEX-DEX arbitrage?
Matrixport: The crypto market faces short-term volatility, but the overall upward trend is not over
Cobo Market Observation: After the stablecoin bill is passed, why should we still pay attention to the CLARITY bill?
Analysis: Ethereum's rise is driven by ETFs and institutional funds, with supply-demand imbalance as the main reason
Ethereum hits $4000, multiple altcoins reach new highs, what is the market direction?
Michael Saylor: BTC collateral bonds yield annualized 10%, $90 trillion retirement fund battlefield is ready
Ethereum's $1.9 billion unstaking wave: Profit-taking or a new ecological starting point?
The 'Silent Wall' of the stablecoin revolution: Why grand narratives collide with reality
CZ: The altcoin season index continues to rise, FOMO season may be approaching
Paper Summary | Cross-chain Arbitrage: The next frontier in DeFi MEV
