1. 🔬 Opportunities to watch
Data shows hedge funds are shorting Ethereum on CME, starting basis arbitrage operations
Japan's 20-year government bond yield rises to a new high since 2000
CMB International has been approved for a virtual asset license in Hong Kong
Binance converts PUMP pre-market perpetual contracts into standard perpetual contracts
Last week, global listed companies net bought $628 million in BTC, Strategy resumes purchases
Metaplanet increased its holdings by 797 BTC at an average price of $117,451, valued at about $93.6 million
SharpLink Gaming invested another $48.85 million to increase its ETH holdings, with total holdings reaching 270,000
BitMine: ETH holdings have reached 163,142, valued at over $500 million
SharpLink Gaming's ETH holdings exceeded the Ethereum Foundation for the first time, ranking first
Strategy disclosed an increase of 4,225 Bitcoin
Grayscale has submitted its initial public offering registration draft to the SEC
Matador Technologies plans to raise 900 million Canadian dollars to continue purchasing Bitcoin
US SEC official: Some token issuers need to come and talk to the SEC
US Congress 'Crypto Week' begins: Legislators and the industry fully engaged in confrontation
Michael Saylor: Strategy's Bitcoin return so far this year has reached 20.2%
10x Research: Bitcoin's new all-time high is not driven by market speculation, but by deeper macroeconomic changes
2. ❇️ DeFi
a. New projects in the past day
Nerite --- CDP (Arbitrum, 850,000)
Chips --- RWA (Kadena, 120,000)
Blackhole CLMM --- Dexs (Avalanche, 3.27 million)
Blackhole AMM --- Dexs (Avalanche, 4.01 million)
OnRe --- RWA (Solana, 34.96 million)
Pareto Credit --- RWA Lending (Multi-Chain, 50.93 million)
Quadratic Accelerator --- Launchpad (Polygon, 790,000)
Z3Z --- Gaming (World Chain, 0)
Nightshade Finance --- Dexs (Alephium, 0)
CobaltX --- Dexs (Soon Network, 250,000)
Ebisu Finance V2 --- CDP (Ethereum, 910,000)
Token Mill --- Launchpad (Multi-Chain, 160,000)
Vies Token --- Ponzi (Cronos, 0)
b. Project list
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
Aave's net deposit amount exceeds $50 billion, becoming the first DeFi protocol to reach this milestone
Sonnet will merge to form Hyperliquid Strategies, holding 12.6 million HYPE and $300 million in cash
Binance Alpha launches Pump.fun (PUMP)
Infini will launch the new Infini Earn Yield in September, integrating CeFi and DeFi
3. 🌏 Macro
Today, the net inflow of Bitcoin ETFs in the US is 8,958 BTC, and the net inflow of Ethereum ETFs is 68,957 ETH
CITIC Securities: US inflation pressure may gradually emerge in the second half of this year
Powell asks the Fed to review renovation costs, this project has become a focal point for Trump's attacks
JPMorgan: The market still believes that Trump will move to lower tariff rates before August 1
Trump: The Federal Reserve should lower interest rates to below 1%
Fed's Hamak: Maintaining monetary policy tightening remains very important
The EU has prepared a $21 billion tariff list targeting US goods if no agreement is reached with the US
Fed's Hamak: There is currently no urgent need to cut interest rates
US White House National Economic Council Director Hassett leads in the Fed chairman race
4. 🐳 Whale movements
a. Institutions, large investments, whale behavior
The Bhutanese government transferred another 0.9947 BTC to Binance, totaling 650 BTC in two weeks
A smart money recently increased its position in AVA, having profited over $20 million from TRUMP and ZEREBRO
The Blockchain Group announces an increase of 29 BTC, total holdings reach 1,933 BTC
Trader Aguila Trades' BTC long position has a floating profit of over $33 million, total losses have been reduced to $1.4 million
A whale liquidated 16,677 ETH on-chain 50 minutes ago
A giant whale has sold 19,348 ETH in the last 3 hours, valued at $59.05 million
A whale liquidated its position in TRUMP after five months, with a loss of $1.24 million
b. DeFi, NFT, On-chain activities
Pump.fun project transfers 1.375 billion PUMP from Wintermute address
c. Capital flow related to exchanges
Pudgy Penguins transferred 270 million PENGU to multiple exchanges, valued at about $8.06 million
An hour ago, a giant whale withdrew about $19.82 million in ETH from CEX
Core DAO staking wallet transferred 1,803 BTC to Binance 14 hours ago
Trend Research withdrew 2.78 million UNI from Binance, having withdrawn 70,000 COMP four days ago
5. 📃 Industry
b. Exchanges/wallets
Binance wallet collaborates with Four.Meme to launch a new TGE model based on the Bonding Curve mechanism
Bitget Wallet launches Solana stablecoin wealth management services, offering 50% annualized returns during the event
c. Public chains/L2
Linea project leader: Token economics are expected to be announced by the end of July, specific TGE timing depends on external factors such as CEX
d. Financing and investment
Yunfeng Financial: Strategic layout in Web 3.0, RWA, digital currency and other frontier fields
XerpaAI completed $6 million seed round financing, led by UFLY Capital
e. Regulation
Over 50 companies in Hong Kong intend to apply for stablecoin licenses
Bank of England governor opposes banks issuing stablecoins, advocates for the development of digital deposits
f. Security
ZachXBT helps freeze about $5 million in assets stolen in the attack on the Brazilian central bank service provider
6. 🤖 AI Related
7. 🔧 Tools
8. 💡 Perspectives
Anthony Pompliano: ProCap BTC currently holds 4,950 bitcoins, valued at over $600 million
Benchmark: The CLARITY Act may change the landscape for institutional adoption of cryptocurrency
Cathie Wood: Ethereum zk integration measures may help maintain institutional leadership
EigenLayer and Ether.fi both transform, is the re-staking track business no longer viable?
Anthony Pompliano: Buffett is keen on US Treasuries, but young people are hoarding Bitcoin
Analysis of Ethereum's technical roadmap: What developments will it support?
Yi Lihua: The altcoin season is expected to start after the interest rate cut is confirmed in August or September
Greeks.live: Most traders are focused on $130,000 as the next important resistance level for Bitcoin
Pump/Bonk/$M: Two paths for meme asset issuance
Cooling off of the re-staking track: Transformation and breakthroughs of leading projects