1. 🔬Opportunities to watch
2. ❇️DeFi
a. New projects in the past 1 day
XRiSE33 Network --- Dexs (XRPL EVM, 20000)
HyperWave --- Yield (Multi-Chain, 10.36 million)
Escher --- Liquid Staking (Babylon Genesis, 2.52 million)
Felix USDhl --- Yield (Ethereum, 18.29 million)
b. Project List
c. Related projects
Grayscale announces rebalancing of multi-asset fund in the second quarter
Publicly listed real estate company Murano plans to establish Bitcoin reserves through a $500 million equity deal
DWF Labs partner: Stablecoins and BTC account for 89% of USDf reserve assets, currently with an over-collateralization rate of 116%
Market news: Truth Social submits S-1 form to apply for crypto blue-chip ETF
U.S. publicly listed company Sequans announces completion of a $384 million strategic investment, launching a Bitcoin treasury plan
Matador Technologies launches digital gold product 'Grammies' on the Bitcoin blockchain
ReserveOne plans to establish a cryptocurrency reserve exceeding $1 billion
Bitcoin mining company Cango currently holds a total of 4,000 Bitcoins
Blockchain technology public company BTCS plans to raise $100 million this year for strategic acquisition of ETH
xStocks plans to integrate the soon-to-be-launched Jupiter Lend
3. 🌏Macro
Analysis: The Federal Reserve's substantial rate cuts may occur next year, with a slight decrease expected by year-end
Deutsche Bank survey: Trump's policies have contributed to an increase in cryptocurrency adoption in the U.S.
U.S. Treasury Secretary says plans to talk to China in the coming weeks to promote discussions on U.S.-China trade and other topics
Trump: Congress should investigate Federal Reserve Chair Powell
Analysis: Japan's 30-year government bond yield surged over 30 basis points in three days, which could impact BTC and other risk assets
World Gold Council: Global gold ETFs increased by $38 billion in the first half of the year
Elon Musk's new party raises concerns among investors, but is supported by Ark Invest founder Cathie Wood
Analysis: BlackRock currently holds nearly 700,000 Bitcoins, 38% away from surpassing Satoshi Nakamoto
4. 🐳Whale movements
a. Institutions, large investments, whale behavior
SharpLink increases its holdings by 7,689 ETH, bringing total holdings to 205,634 ETH
Whale accumulates ETH, buying another 1,969 WETH, with total investment exceeding $5 million
New wallet purchases approximately $1 million Hype at an average price of $39.2
Whale shorts BTC again, breaking $100 million in short positions, currently turning losses into profits
"Insider whale" shorts trigger partial liquidation again, losing $17.11 million
A whale sold approximately 3.72 million Fartcoins for 3.9 million USDC, incurring a loss of about $631,000
b. DeFi, NFT, On-chain activities
Ethereum Foundation development team again internally transfers 1,000 ETH
c. Exchange-related capital flow
A whale withdrew 200,000 TRUMP from OKX two hours ago, valued at $1.7 million
Two dormant Ethereum 1CO addresses that have been silent for over 9 years transferred out 1,140 ETH, valued at $2.89 million
A whale/institution has withdrawn 28 million FORM from Binance for the fourth consecutive day, approximately $77.4 million
A dormant whale for 6 years transferred out all 6,000 BTC, approximately $649 million
A suspected Arthapala address has recharged the exchange with 6,570 ETH in the past 5 hours, approximately $16.77 million
A whale withdrew 2 million USDC from Binance to Hyperliquid to long SOL
A wallet associated with Cumberland withdrew 13,100 ETH from Binance 4 hours ago
A whale transferred all 95,313 ETH to CEX, with an unrealized loss of $40.41 million
Since FinCEN's actions, Huione wallet has transferred approximately $1 billion worth of USDT to CEX
5. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Bloomberg: The NFT market has declined for the fifth consecutive quarter, with a significant shrinkage in trading volume
BONK holding addresses are about to break 1 million, at which point 1 trillion tokens will be burned
Grass has launched Android phone mining, allowing users to earn 3x points multiplier for a limited time
b. Exchanges/Wallets
Aevo launches US stock leveraged trading platform Aevo Degen, now available for COIN, HOOD, CRCL
Coinbase: SQD, TIA, XYO, and TAO trading services are now open to New York residents
Binance: At least 200 Alpha point users can participate in the Boom (BOOM) TGE event
MoonPay: Supports Apple Pay with zero fees for purchasing cryptocurrency in the UK and Europe
Binance Alpha will launch PROMPTALE AI (TALE) on July 11
Kraken has listed Particle Network (PARTI)
c. Public Chain/L2
In the past 6 months, the number of daily active addresses on BNB Chain has repeatedly exceeded 2 million
Vertex plans to migrate its DEX to Layer 2 network Ink and gradually eliminate the native token VRTX
Orbiter Finance collaborates with Nano Labs to launch compliant stablecoin cross-chain solution NBNB.io
d. Investment and financing
Public company BioSig merges with Streamex to raise $1.1 billion for RWA tokenization, led by Cantor Fitzgerald as placement agent
OpenSea acquires Rally, the company behind the Rally Wallet
Ego Death Capital's second fund completes $100 million fundraising to support Bitcoin enterprises
KULR Technology and Coinbase Credit reach a $20 million initial credit financing agreement
Metaplanet's Bitcoin strategy plans to mortgage BTC for financing, considering the acquisition of a local digital bank
Crypto OTC settlement platform BridgePort completes $3.2 million seed round financing
The Blockchain Group raises €3 million to increase Bitcoin holdings
Tether strategically invests in blockchain forensics company Crystal Intelligence
e. Regulation
The EU has issued MiCA licenses to 53 crypto companies, with Tether and Binance not included
Robinhood begins discussions with European regulators to clarify its recently launched tokenized stocks
Portnoy Law Firm announces a class-action lawsuit against Strategy
f. Security
Piedao: Peapods Finance shows suspicious transactions
13 billion yuan, 2 million victims: Uncovering the largest case of stablecoin 'capital flight' – 'Xinkangjia'
Coinbase collaborates with Cantina to launch a $5 million bug bounty program
6. 🤖AI-related
Trusta.AI has provided trusted identity verification services for over 1.5 million users
Pundi AI launches Data Pump, allowing data contributors to share AI ecosystem value
8. 💡Insights
Robinhood CEO: OpenAI and SpaceX tokenized stocks are not entirely related to the equity of these two companies
Eric Trump will speak at BTC Asia in Hong Kong in August
Robinhood CEO: Received numerous requests from companies to issue tokenized stocks
Matrixport: The momentum for stablecoin minting has weakened, bullish investors may consider selling call options to hedge risks
BitMart market report: BTC fluctuates narrowly, market sentiment is relatively rational
Analysis: Current BTC Bollinger Band squeeze may indicate the market is entering a rally phase
Greeks.live: Bitcoin has oscillated in the $105,000-$110,000 range for too long, lacking clear direction
Bankless: What did Ethereum builders discuss at the Cannes EthCC conference?
IOSG Weekly Report | Consumer application track: Insights and thoughts
Greeks.live: Some crypto traders show a 'bullish but protective' attitude
Verification through Trust: Interpreting the Two Routes of EigenCloud and Boundless
What is the native nature of Web3 payments? The golden triangle of stablecoin strategy
What might Stripe L1 look like?
