Core Market Movements
1. Macro Trends
US employment data shows strong performance, with initial jobless claims decreasing to 229,000, below the expected 230,000, which may weaken expectations for Fed rate cuts. Original link
US second-quarter economic growth rate revised from 3% to 3.3%, exceeding economists' expectations, with the front end of the US Treasury yield curve being 'pulled' by whether the Fed should cut rates in September. Original link
Fed Governor Cook sues Trump to stop the termination of his position, naming Fed Chair Powell as a defendant, which may trigger a legal battle that reaches the Supreme Court. Original link
2. Today's Focus
The US Department of Commerce collaborates with Chainlink and Pyth Network to put macroeconomic data on-chain, including real GDP, PCE price index, and six other indicators, covering multiple chains such as Arbitrum, Avalanche, Base, etc. Original link
Tether announces plans to launch USDT on RGB to expand its presence on the Bitcoin network, while minting an additional 1 billion USDT on Ethereum. Original link
Goldman Sachs holds $721 million in Ethereum spot ETF, becoming the largest holding institution, followed by Jane Street (holding $190 million) and Millennium (holding $186 million). Original link
3. Immediate Attention
Lombard launches yield-bearing Bitcoin asset LBTC on the Solana network, providing Bitcoin holders with new income generation opportunities. Original link
VanEck Treasury Fund launches RWA project, providing a tokenized US Treasury fund valued at $75.4 million, offering institutional investors real-time on-chain exposure to US Treasuries. Original link
Members of the Linea team disclose LXP and witch distribution map, showing that witches account for more than half of low-segment users, the team deploys 'Linea Allocation Multiplier' contract, possibly preparing for an upcoming airdrop. Original link
4. Most Undervalued Opportunity of the Day
Korean securities company Guotai Junan International launches cryptocurrency trading services, allowing retail investors to trade at least 5 major tokens, indicating that cryptocurrency services are becoming mainstream in the Korean market. Original link
Arx Veritas collaborates with Blubird to tokenize $32 billion in carbon reduction assets using blockchain technology, showcasing significant market opportunities in RWA and ESG fields. Original link
5. Risk Warning
An ETH whale opens a 15x ETH long position, with a position value of up to $400 million, liquidation price poses significant risk compared to current price. Original link
SlowMist Technology discloses severe configuration errors in some Tencent Cloud servers, internal sensitive credentials and source code accidentally exposed to the public, posing extremely serious risks. Original link
Categorized News
1. Regulation/Policy
US CFTC will release guidance to clarify registration rules for foreign trading platforms, providing a legal way for non-US trading platforms to allow US users to trade. Original link
Hong Kong Securities and Futures Commission Q2 report: Licensed virtual asset platforms increase to 11, and the first batch of virtual asset spot ETFs sees a 73% increase in market value. Original link
US SEC delays decision on Grayscale's spot Ethereum ETF to add staking functionality. Original link
Former Governor of the People's Bank of China Zhou Xiaochuan: Development of stablecoins requires multi-dimensional balance and regulation, caution against excessive currency issuance and high leverage risks. Original link
2. Traditional Institutional Layout
Goldman Sachs holds $721 million in Ethereum spot ETF, becoming the largest holding institution. Original link
Bitcoin spot ETF saw a total net inflow of $81.246 million yesterday, continuing a three-day net inflow. Original link
Ethereum spot ETF saw a total net inflow of $309 million yesterday, continuing a five-day net inflow. Original link
China National Petroleum Corporation states it is exploring the possibility of stablecoin cross-border settlement. Original link
US-listed company CIMG raises $55 million through a rights issue and plans to purchase 500 BTC. Original link
Listed company LiveOne increases its holding of BTC worth approximately $2 million. Original link
German-listed company Nakiki SE plans to raise 'tens of millions of euros' through a rights issue for strategic investment in Bitcoin. Original link
The Smarter Web Company purchases an additional 45 BTC, increasing its holdings to 2,440 BTC. Original link
Strive Funds CEO states that the company will invest over $700 million in Bitcoin after going public. Original link
3. Stablecoin/Payment/RWA Progress
Tether announces plans to launch USDT on RGB. Original link
Tether mints 1 billion USDT on Ethereum. Original link
Stablecoin startup M0 completes $40 million financing, led by Polychain and Ribbit Capital. Original link
VanEck Treasury Fund launches tokenized US Treasury fund, totaling $75.4 million. Original link
Hong Kong-listed company EDA Group announces plans to launch stablecoin payment solutions. Original link
Circle proposes to the Korean financial authorities to issue a US dollar stablecoin instead of a Korean won stablecoin. Original link
Governor of the Bank of Korea meets with Circle executives to discuss the company's stablecoin business. Original link
Arx Veritas and Blubird tokenize $32 billion in carbon reduction assets using blockchain technology. Original link
4. DeFi/Public Chain Progress
Members of the Linea team disclose LXP and witch distribution map, showing that witches account for more than half of low-segment users. Original link
Lombard launches yield-bearing Bitcoin asset LBTC on the Solana network. Original link
Sony's Ethereum Layer 2 network Soneium launches an on-chain points system to incentivize user participation in the ecosystem. Original link
Mantle collaborates with Layerzero to achieve seamless cross-chain for MNT tokens. Original link
Bitcoin startup Portal to Bitcoin completes $50 million financing to support BitScaler's expansion. Original link
Lido: 18,096 ETH rewards allocated to platform staking users in July. Original link
Proposal BTIP-104 enters community review phase, proposing to launch dual modes of automatic and manual renewal for document storage. Original link
5. Exchange Progress
OKX's Japanese branch okj.com receives FSA regulatory approval, ranking among the top three exchanges in Japan. Original link
Bybit adopts Nasdaq market supervision platform to strengthen MiCAR compliance capabilities. Original link
Guotai Junan International launches cryptocurrency trading services, allowing retail investors to trade at least 5 major tokens. Original link
LBank's first new IDO platform LBmeme Launch officially goes live. Original link
Binance has assisted Southeast Asian law enforcement agencies in freezing nearly $50 million in 'pig butchering' scam funds. Original link
Robinhood US launches TON. Original link
Kraken: The US Department of Commerce has chosen the company as a partner to participate in enhancing economic data transparency. Original link
6. Investment and Financing Information
Crypto trading infrastructure aPriori completes $20 million financing, with participation from Pantera Capital and others. Original link
Stablecoin startup M0 completes $40 million financing, led by Polychain and Ribbit Capital. Original link
Bitcoin startup Portal to Bitcoin completes $50 million financing, led by Paloma Investments. Original link
IoTeX receives strategic investment from Animoca Brands to jointly promote Real World AI global applications. Original link
Swiss crypto bank Sygnum completes $50 million Bitcoin collateral loan refinancing with lending platform Ledn. Original link
Prediction platform The Clearing, founded by former Polymarket and Kalshi employees, completes $15 million financing, led by USV. Original link
Singapore blockchain technology company GrowHub plans to raise $15 million through a Nasdaq IPO. Original link
7. Whale Movements
A whale opens a 15x ETH long position, holding a position worth $400 million. Original link
Whales continue to increase their ETH long positions, with a position value of $392 million, floating loss of $8 million. Original link
A whale has staked a total of 2.5 million SOL over the past 8 days, valued at $506 million. Original link
DeFi Development Corporation increases its holdings by 407,247 SOL, with total holdings reaching 1,831,011 SOL. Original link
1 billion USDC transferred from USDC Treasury to Coinbase in the past hour. Original link
Two whales purchased 175,100 HYPE within 12 hours, with a transaction amount of $8.47 million. Original link
8. AI
Demether joins Chainlink Build to enhance AI-driven DeFi capabilities and will allocate some tokens to Chainlink service providers. Original link
USD.AI announces cooperation with Plasma to open new deposit limits for USDT. Original link
IoTeX receives strategic investment from Animoca Brands to jointly promote Real World AI global applications. Original link
CZ states that the next major breakthrough in the crypto field may come from AI, RWA, and stablecoins within blockchain. Original link
