1. 🔬 Potential opportunities
2. ❇️ DeFi
a. New projects in the past day
b. Project list
c. Related projects
Token unlocks this week: APT unlocks tokens valued at approximately $50 million
Endless Clouds Foundation: END transfer function is expected to take effect within 24 hours
Sonic: The first season airdrop claims will be open from July 15 to July 22
Boom Foundation: BOOM token airdrop qualification snapshot has been completed
3. 🌏 Macro
Lloyds Bank: Next week's Federal Reserve meeting minutes may not change market expectations of no interest rate cuts in July
The World Bank has lowered its 2025 global GDP growth forecast to 2.3%, the lowest level in five years
US Treasury Secretary Basant: If an agreement is not reached by August 1, tariffs will return to April levels
Insider: The US and India have completed negotiations for a small trade agreement, with an average tariff rate possibly at 10%
US Treasury Secretary Basant: The decision on whether to cut interest rates will be made by the Federal Reserve
Musk responds to the shift in relationship with Trump: The surge in deficit will bankrupt the US
Cartwright suggests the UK's first DB pension fund allocate 3% of its funds to BTC
4. 🐳 Whale movements
a. Institutions, large investments, whale behavior
This week, a total of 54 entities announced Bitcoin treasury-related announcements, collectively purchasing 8,434 BTC
Suspected same entity address purchased 3.5 million FARTCOIN, valued at approximately $4.26 million
1inch team fund purchases an additional 9.65 million 1INCH, with a cumulative entry cost of approximately $0.2
A whale cleared out 216,000 HYPE, incurring a loss of $290,000
Michael Saylor releases Bitcoin Tracker information again, may disclose increased holdings next week
A long-dormant ancient whale, awakened after 14 years, is suspected to have transferred over 80,000 BTC to upgrade an old wallet, with no signs of selling
Since March, whales shorting BTC have increased their positions, with total holdings reaching $80.11 million and cumulative profits of $13.6 million
The remaining position of the 'insider whale', after multiple liquidations, is currently $47.34 million
A whale cycles to go long on ETH, building a position of 2,304.3 stETH in the past 2 hours
b. DeFi, NFT, On-chain activities
A whale deposited $10 million USDC into Hyperliquid, buying HYPE spot and going long on HYPE with 10x leverage
c. Exchange-related fund flows
Suspected Abraxas Capital tagged address transferred 1,000 BTC to Kraken
A whale dormant for two years transferred 230 ETH to Kraken, valued at approximately $579,000
Matrixport withdrew $15 million USDT from Binance in the last hour
A whale withdrew 3,000 ETH from Binance, accumulating 7,001 ETH since June 10, with an unrealized loss of $346,000
Suspected Arthapala address recharged 5,850 ETH to major exchanges in the past 5 hours
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content creation
In the last 24 hours, LetsBonk.fun launched tokens for the first time more than Pump.fun
b. Exchanges/Wallets
Binance Alpha launches Metaplex (MPLX), with at least 140 points users eligible for token airdrop
The top 3 CEXs for net capital inflow in the last 24 hours are Binance, Crypto.com, and Bitget
LBank continues to strengthen in Q2 2025, with Meme coin trading volume increasing by 13% to solidify its leading position
c. Public chains/L2
Vitalik jointly initiated the EIP-7983 proposal, aiming to enhance the network's resistance to DoS attacks
e. Regulation
Singapore concludes a $2.2 billion money laundering case with a $21.5 million fine, involving crypto, cash, and real estate
Chen Maobo: The assets anchored by Hong Kong listed ETPs include digital assets, as well as tracking US stock products like Coinbase
Toncoin collaborates with the UAE to provide a 10-year golden visa to TON stakers
Recently, several listed companies in the Shanghai and Shenzhen markets have frequently been asked whether they are laying out stablecoin business
8. 💡 Perspectives
Analysis: The number of transactions in the BTC mempool has significantly decreased compared to the end of last year, indicating a potential crisis
Bankless co-founder: Minimizing Ethereum MEV investment may aid traditional finance adoption
ZachXBT: Will not take on cases related to the Sui ecosystem until the ecosystem is supported
