1. 🔬 Opportunities to watch
2. ❇️ DeFi
a. New projects in the past day
FullSail Finance --- Dexs (Sui, 400,000)
c. Related projects
GameSquare spent $5 million to buy 1,818.84 ETH to support its Ethereum treasury
Crypto mining company Bit Mining: plans to convert cryptocurrency holdings to Solana and raise $200 to $300 million for SOL strategy
Plasma: Withdrawals and deposits will be locked on July 14, with a public sale of XPL expected to begin on July 17
The WLFI token transfer proposal has opened for community voting, currently with a support rate of 99.93%
Japanese real estate company GATES plans to tokenize a $75 million property in Tokyo
3. 🌏 Macro
In the week ending July 5, the number of initial jobless claims in the US was 227,000, expected to be 235,000
Trump escalates tariff threats, but investors bet that Trump will always back down
Fed's Musalem: The US fiscal deficit may become a financial stability issue
Institutions: The timing of the Bank of Japan's interest rate hike remains highly uncertain
Fed's Musalem: Stablecoins may become an important part of payments
Bitwise: BTC holdings of corporate entities rose to 847,000 in Q2, with a quarter-on-quarter increase of 23.13%
4. 🐳 Whale movements
a. Institutions, large investments, whale behavior
A certain whale has again increased its holdings by 7,171 ETH, accumulating a total of 54,125 ETH today
DeFi Dev Corp: Increased holdings of 153,225 SOL, bringing the total SOL holdings to 846,630
The Ethereum Foundation has again internally transferred 1,000 ETH to a related address
Sequans has purchased 370 bitcoins in the first batch, planning to increase holdings to 3,000 in the coming weeks
AguilaTrades gradually recovers after not adding more than 400 million positions; BTC long positions show a floating profit of $6.87 million
Sharplink Gaming has increased its holdings by 5,072 ETH, with total holdings exceeding 210,000 ETH
A certain whale spent 27.5 million USDT to buy ETH and AAVE
An ETH whale has taken profit of 30,000 ETH, still holding 70,000
The 'E Guardian' has added to its SOL long positions, now holding 80,000 SOL
A whale has opened a short position valued at $4 million with 1x leverage
A newly created address spent 12,396 SOL to buy USELESS at an average price of $0.288
James Wynn has opened a 40x leverage short position on Bitcoin again
DeFi Development increased its holdings of 153,225 SOL, with total holdings at 846,630 SOL
b. DeFi, NFT, On-chain activities
Analysis: Most whales trading on Hyperliquid's PUMP contracts are low-leverage trades, possibly mainly for arbitrage
c. Exchange-related capital flows
A suspected Arthapala address recharged 6,440 ETH to the exchange in the past 6 hours
A new wallet has withdrawn approximately $69.9 million worth of ETH from CEX
Abraxas Capital has withdrawn approximately $81 million worth of ETH again
An address associated with Cumberland withdrew 25,000 ETH from Binance
The Bhutanese royal government transferred over 350 BTC to Binance within 10 days
YZi Labs transferred 5 million 1INCH to Binance Deposit 15 minutes ago, worth about $1.07 million
An address withdrew 17,925 ETH from Kraken in the past half hour
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Truth Social will launch a utility token
Story releases Chapter 2 roadmap, building an AI-native infrastructure network to promote the IP economy
b. Exchanges/Wallets
Coinbase International has opened OTC settlement services for institutional clients
Alchemy Pay has received MTL license approval from South Carolina, USA
OKX will launch BTC staking products for interest accumulation
Rumble has partnered with MoonPay to jointly launch the cryptocurrency wallet Rumble Wallet in Q3
Robinhood: has launched ETH and SOL staking services for US users
Coinbase has partnered with Perplexity to provide real-time reliable cryptocurrency data information
c. Public Chains/L2
The Ethereum Foundation has published an article explaining the future development goals of the ecosystem, and is establishing teams such as Launchpad
Cardano Foundation: The value of held crypto assets has exceeded $650 million, with Bitcoin accounting for 15%
Aptos Labs appointed its first Chief Business Officer, strengthening its position in the RWA and stablecoin market
d. Investment and financing
Animoca Brands has partnered with DDC Enterprise to invest $100 million to support its Bitcoin treasury
K Wave Media and Anson Funds have reached a $500 million convertible bond agreement to increase BTC holdings
Infinity Ground announces it has received a $15 million strategic investment from the Awaken Foundation
Stablecoin startup Agora completes $50 million Series A financing, led by Paradigm
French fintech company Tractical (formerly BD Multimedia) will raise 1 million euros to increase BTC holdings
YZi Labs announces support for 10X Capital to launch a BNB treasury company, planning to list in the US
Web3 gaming platform Remix has completed $5 million in funding, with participation from Coinbase Ventures and others
YZi Labs invests in blockchain infrastructure platform Aspecta
Messari: The total financing scale of the cryptocurrency industry will drop by 20% quarter-on-quarter in Q2 2025, down to $5 billion
Matrixport Ventures: has completed $3 million equivalent of XAUm strategic reserves
e. Regulation
Analysis: The US SEC will 'open the floodgates' for applications for cryptocurrency ETFs like SOL and XRP
The Reserve Bank of Australia advances Project Acacia, testing CBDC and tokenized asset settlements
EU regulators review Malta's MiCA licensing authorization process
Market news: The US Treasury has withdrawn the reporting requirements for cryptocurrency brokers
Discussion on the draft of the US cryptocurrency market structure bill will be postponed until next week
South Korea's central bank governor Lee Chang-yong: It is necessary to introduce a stablecoin based on the Korean won, but with caution
f. Security
Kinto: Confirmed a vulnerability in the network and is conducting a comprehensive investigation
GMX released a $40 million attack summary report: will discuss compensation measures; V2 was not affected
Scam Sniffer: Beware of fake Euler Finance ads appearing in Google search results
Hackers returned 90% of the stolen funds from Texture; officials stated they will not pursue further accountability
7. 🔧 Tools
pump.fun acquires on-chain wallet tracking tool Kolscan
8. 💡 Views
CryptoQuant: Strategy may be forced to sell Bitcoin to cope with tax bills in the future
Glassnode: This BTC rise is different from late June, traders tend to be bullish
Tokenized stocks: A financial efficiency revolution in a new bottle
Glassnode: The current BTC rise is mainly driven by leverage rather than spot demand
Page 105 of the report decrypts: Algorithm manipulation behind Jane Street's $48.4 billion fine, who is at the top of the market food chain?
Trader Eugene: BTC has not yet fully exited the risk zone; if it breaks through $115,000 with volume, it will confirm an acceleration signal
Greeklive: Traders generally believe ETH needs to stabilize above $3,000 to confirm a three-buy signal
CryptoQuant: US buying pressure pushes Bitcoin to new highs; market bullish sentiment may not yet be over
From misunderstanding to realization: Interpreting the scalability logic of Based Rollups
ETH reserve companies become new favorites in US stocks, reviewing the businesses and backers of 4 star companies
Guotai Junan International research report: The stablecoin market is likely to show a 'dual-track parallel' development characteristic in the future
Circle rapidly recovers, Ant International has denied accessing Circle
Viewpoint: Trump has the right to publicly express his views on Powell and the Federal Reserve's policies
