1. 🔬Opportunities to watch
Michael Saylor has released Bitcoin Tracker information again, and may disclose increased holdings next week
Yuxin Technology: Actively exploring the introduction of stablecoin layouts into daily retail life scenarios
Backpack CEO: The progress of token issuance is very fast, and the statement 'it may take a long time to issue tokens' is exaggerated
Hyperion airdrop query page is now online, RION claims will open after TGE
2. ❇️DeFi
a. New projects in the past day
b. Project list
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
Weekly token unlock: TRUMP unlocks tokens worth 870 million USD
3. 🌏Macro
White House economic advisor Hassett: If there is a reason to dismiss Powell, Trump has the right to take action
Former Federal Reserve Governor Waller: The Federal Reserve should lower interest rates now
4. 🐳Whale movements
a. Institutions, large investments, whale behavior
Whales have transferred out 26,000 ETH in the past 3 days, totaling 146,000 sold in a month
"Insider whale" FARTCOIN short position has increased to 18.58 million USD
A whale bought about 68,720 HYPE at an average price of 47.4 USD
"Since March, the whale has shorted BTC four times"; the 40x short position is down 12.84 million USD
b. DeFi, NFT, On-chain activities
A newly created wallet deposited 6 million USDC into HyperLiquid to open a PUMP short position
A trader's long position on PUMP has realized over 1.5 million USD in profit
Only 10,000 wallets successfully bought into the PUMP presale, over 200 addresses hit the one million USD hard cap
The founder of Pudgy Penguins transferred 265 million PENGU to a new address
c. Exchange-related capital flows
The Bhutan government marked an address to transfer 100 BTC to Binance
The 1inch team investment fund withdrew 6.334 million 1INCH from Binance an hour and a half ago
MemeCore transferred 1.391 million TRUMP, worth 13.35 million USD, to Binance 18 hours ago
The 1inch team investment fund transferred another 2 million USDC to Binance
The PUMP project team has transferred a total of 20.15 billion tokens to various exchanges in the past 2 hours
5. 📃Industry
b. Exchanges/Wallets
Kraken will airdrop PUMP tokens to compensate users who missed the subscription due to system issues
Bybit: PUMP tokens have been distributed to users who successfully subscribed
d. Investment and financing
Lianlian Digital plans to raise approximately 394 million HKD for the application of blockchain and other technologies in the global payment field
SpaceX will invest 2 billion USD in xAI as part of its 5 billion USD financing
e. Regulation
Hong Kong Financial Secretary: The first phase will only issue a small number of stablecoin licenses, and will promote ETF and other asset tokenization in the future
6. 🤖AI-related
7. 🔧Tools
8. 💡Insights
CZ retweeted: Coinbase may be the "anonymous" source attacking WLFI and Binance
Airwallex CEO: Traditional banking needs scalable infrastructure and has started recruiting for stablecoin engineering lead
Cathie Wood: The Ethereum Foundation is pushing in the right direction regarding scalability and privacy
