🟢 **Cá voi gom mạnh BTC:** Dữ liệu on-chain cho thấy nhóm ví nắm giữ từ 1.000 đến 10.000 BTC đã âm thầm tích lũy ròng khoảng 66.700 BTC (trị giá hơn 4,3 tỷ USD) trong vòng 60 ngày qua.
🔴 **Áp lực bán từ ví trung bình:** Trái ngược với động thái gom hàng của cá voi lớn, nhóm ví sở hữu từ 100 đến 1.000 BTC đã phân phối (bán ra) khoảng 77.800 BTC trong cùng giai đoạn.
⚠️ **Xu hướng dài hạn tích cực:** Sự phân kỳ này cho thấy BTC đang được chuyển dịch từ nhóm người muốn bán sang tay các nhà đầu tư có xu hướng nắm giữ dài hạn hơn. Nếu xu hướng này tiếp tục, nguồn cung BTC sẵn sàng bán trên thị trường sẽ giảm, tạo nền tảng vững chắc cho giá trong trung và dài hạn.
🔴 [TIÊU CỰC] **Movement Labs phá sản:** Dự án từng được định giá 3 tỷ USD đã nộp đơn Chapter 11 với khoản nợ 10 triệu USD sau bê bối MM liên quan token MOVE.
🔴 [TIÊU CỰC] **Satsuma xả hàng:** Công ty kho bạc Anh bán sạch 668 BTC (44 triệu USD) và hủy niêm yết khỏi sàn London.
🟢 [TÍCH CỰC] **Dòng vốn ETF tăng trưởng:** Phiên 21/07 ghi nhận BTC ETF ròng +203,2 triệu USD (chuỗi 6 phiên dương) và ETH ETF +37,5 triệu USD. SOL và XRP ETF cũng đón dòng tiền dương nhẹ.
🟢 [TÍCH CỰC] **Dữ liệu On-chain BTC:** Lần đầu tiên nguồn cung BTC thua lỗ vượt nguồn cung có lãi, dấu hiệu lịch sử cho thấy thị trường đang ở gần vùng đáy. LTH đang nắm giữ kỷ lục 14,85 triệu BTC. Giá spot hiện dao động quanh 64,9K - 67K USD.
🟢 [TÍCH CỰC] **Tin vắn nổi bật:** Nga thông qua dự luật mua crypto qua trung gian; GRAM tăng 10% nhờ tin tích hợp ví Telegram vào tháng 8; Morpho ra mắt sản phẩm cho vay Midnight trên Base; Augustus gọi vốn 180 triệu USD.
⚠️ [CẢNH BÁO] **Biến động giá:** Chú ý các khung giờ giao dịch BTC mạnh trong ngày: 12h-13h, 20h-21h và 0h-1h, 8h-9h sáng mai.
**Điểm Tin Crypto Hôm Nay: Thị Trường Khởi Sắc, Biến Động Lớn Từ Các Dự Án AI Và Layer 1**
🟢 **Thị trường phục hồi, BTC hướng tới mốc 67.000 USD** * **Bitcoin đạt đỉnh 5 tuần:** BTC tiếp tục đà tăng trưởng mạnh mẽ hướng về mốc 67.000 USD. Động lực chính đến từ sự quay trở lại của dòng tiền ETF và kỳ vọng tích cực khi chính quyền Trump thúc đẩy dự luật Clarity. * **Chứng khoán Mỹ tăng điểm:** Bất chấp căng thẳng địa chính trị (dầu Brent neo trên 91 USD và các cảnh báo quân sự từ Mỹ - Iran), thị trường chứng khoán Mỹ vẫn sắc xanh. Nhóm cổ phiếu chip như SK Hynix, Micron, SanDisk vọt gần 10%. Tâm điểm tiếp theo sẽ là báo cáo tài chính quý 2 của các ông lớn công nghệ mảng AI vào ngày mai.
⚠️ **Cá voi liên tục gom tích lũy COAI** * **Hành vi Smartmoney:** Phát hiện ví `0x46b13C5Db005557E192F9b7B6f61ffEBa7c59D5b` (từng có lợi nhuận lớn từ dự án này) đang liên tục gom COAI trong những ngày gần đây. Hiện tại, số lượng COAI ví này đang nắm giữ có giá trị hơn 1 triệu USD. * **Về dự án:** ChainOpera AI (COAI) là một Layer 1 blockchain được thiết kế chuyên biệt cho các ứng dụng AI và AI Agents.
🔴 **Movement Labs nộp đơn phá sản** * **Khủng hoảng nội bộ:** Movement Labs đã chính thức nộp đơn phá sản. Tuy nhiên, hệ sinh thái Movement đã được Move Industries tiếp quản từ tháng 12/2025 và CEO khẳng định các hoạt động vẫn diễn ra bình thường. * **Nguyên nhân:** Sự cố bắt nguồn từ việc hợp tác với market maker Web3Port vào tháng 12/2024. Web3Port được giao khoảng 5% tổng cung MOVE để làm giá nhưng đã đem xả ra thị trường, khiến giá token giảm hơn 94% trong 1 năm. Dự án đã từ bỏ mô hình Layer-2 trên Ethereum để relaunch thành Layer 1 độc lập, chuyển trọng tâm sang mảng thanh toán và stablecoin thay vì token MOVE.
Founder Pavel Durov announced that Telegram is integrating the decentralized wallet Gram into all applications of the platform to reach 1 billion users. Shortly after this information, the GRAM (TON) token price recorded an 8% increase.
**Many young Koreans suffer heavy losses due to financial leverage**
Lee Seung-ho, a 24-year-old student in South Korea, lost all of his accumulated capital of USD 13,600 and the profits he previously peaked at USD 204,000 after a period of continual deleveraging in the country’s stock market in May.
The high cost of housing in Seoul has led many young Koreans to turn to high-leverage financial tools as a chance to change their lives, accepting significant risks. In the face of strong market volatility, South Korea’s regulatory authorities decided to temporarily suspend the licensing of leveraged single-stock ETF funds to minimize risk for retail investors.
The Trump administration is expected to impose a new 10% tariff round on dozens of countries by the end of this week, as the 150-day deadline for the old tariff level expires.
According to the Financial Times, the new tariff rate is very likely to remain at 10%. Despite advisers warning of the risk of an economic shock that could affect the midterm election, the U.S. administration is still looking for legal grounds to raise tariffs even higher in the future.
A bipartisan group of MPs in the UK has launched an investigation into major banks such as HSBC, NatWest, and Santander regarding their alleged restriction of services for crypto businesses.
According to the data, UK banks have blocked or delayed approximately 40% of transfers to exchanges. The investigation will accept public comments until August 31 in order to find solutions to address the issue of bank service denial (debanking) and to maintain the country’s competitive position in the digital assets industry.
Bitcoin (BTC) just surpassed the $66,000 mark, reaching its highest level in the past month after a period of volatility around the $61,000–$65,000 range.
This upward momentum is being driven strongly by Bitcoin ETF funds. Capital began to reverse starting July 2, when BTC hit a low of $58,000–$59,000. In the most recent 12 sessions, 9 sessions recorded positive inflows, with a total net buying value of $723 million.
According to Axios, U.S. President Donald Trump is considering two scenarios for the escalating tensions in the Strait of Hormuz: approving a proposal to implement a 10-day ceasefire to reopen negotiations, or coordinating with Israel to launch a large-scale military campaign to put pressure on Iran.
At present, the U.S. and Israel are strengthening their forces in the area. Meanwhile, the intermediary countries are working to promote a diplomatic solution to prevent the risk of conflict escalation from affecting the global energy markets.
In the trading session on 20/07, crypto-asset ETF funds recorded positive inflows again:
* **BTC ETF:** Attracted an additional $226.8 million, marking a streak of 5 consecutive positive sessions. Among them, the BlackRock fund led with $116.5 million. * **ETH ETF:** Recorded positive inflows of $38 million, with the BlackRock fund contributing $34.3 million. * **SOL ETF:** Drew in an additional $2.6 million.
* **Macro & Market:** BTC nudged up to the 65,000 USD mark following a proposal for a 10-day ceasefire between the US and Iran. Meanwhile, President Trump imposed a 50% tariff on Canada. * **Legal:** The White House has agreed on the ethics provisions in the CLARITY bill in order to move toward a Senate vote. Nigeria is preparing to establish a digital asset council to manage and collect taxes on crypto. * **Investment Funds & Businesses:** Grayscale filed an ETF WLD application with the SEC for listing on Nasdaq. MicroStrategy continues to pause buying BTC for the fourth consecutive week. Bitmine recorded its lowest-ever weekly purchase with 7,430 ETH. * **Security:** The Wanchain bridge was subject to a security attack, causing tokens of related projects to drop by more than 40%.
US President Donald Trump has signed an executive order imposing tariffs of up to 50% on Canada by applying the Tariff Act of 1930. This law has never been used since 1949, helping the US administration go beyond the previously capped 15% tariff ceiling.
The US cites the reason that Canada has engaged in discriminatory treatment of goods from this country. The new tariff order will officially take effect after 30 days, creating a window for negotiations between the two countries.
Circle stock (CRCL) records a drop of more than 70% from its peak amid the company leadership’s continuous selling of shares. According to filings from the SEC, members of Circle’s board of directors have carried out a total of 73 sell orders and no buy orders, raising about $664 million. Of this, CEO Jeremy Allaire sold shares 9 times, bringing in $139 million.
Alongside selling pressure from insiders, Circle also faces competition from traditional financial institutions and the emergence of new stablecoins such as OUSD, directly affecting the value of CRCL.
The cryptocurrency market has just marked a historical milestone as Bitcoin (BTC) continues to set new all-time price records. This breakthrough has drawn significant attention from the global investment community and signals a new phase of development for the digital asset market.
🔥 MMT Open Interest Jumps $855K on Bybit Amid 5x Volume Surge on Binance Momentum ($MMT) has experienced a notable surge in market activity, characterized by a significant positive outlier in Open Interest Rate of Change on Bybit and a substantial volume surge on Binance. ⚡ Key Highlights: Bybit Open Interest: Jumped by $855K, marking a significant positive outlier in OI Rate of Change for MMTUSDT. Binance Volume: Surged by 5x, signaling massive spot/derivatives trading activity and strong market engagement. 💡 Market Insight: These concurrent events suggest heightened interest and accelerating trading momentum for $MMT in the derivatives market, accompanied by strong liquidity inflows across major exchanges. Sentiment: 🐂 Bullish / High Volatility Are you trading the $MMT momentum or watching from the sidelines? Share your thoughts below! 👇
🔥 $HYPE Funding Rate Soars on Deribit; Wintermute Transfers $571K The $HYPE token (Hyperliquid) has experienced notable market activity, characterized by a significant positive funding rate outlier on Deribit and a substantial early token holder transfer by Wintermute. ⚡ Key Highlights: Deribit Funding Rate: Soared to a significant positive outlier, indicating strong bullish speculative interest in the derivatives market. Wintermute Activity: Transferred $571K worth of $HYPE tokens, signaling potential preparation for further market engagement and supply-side movements. 💡 Market Insight: These events collectively suggest increased speculative interest and potential liquidity adjustments for $HYPE , with Wintermute’s movement indicating readiness for upcoming trading opportunities. Sentiment: 🐂 Bullish What's your take on $HYPE 's next move? Drop your thoughts below! 👇
🚨 $XRP Derivatives flash signals abnormal: Short-term & long-term market psychology is extremely polarized! The derivatives market of $XRP has just recorded strange developments on the Deribit exchange. This anomaly indicates opposing viewpoints between short-term scalpers and long-term investors: ⚡ Extreme Funding Rate fluctuations on Deribit (XRP_USDC-PERPETUAL) The funding rate of the perpetual contract $XRP on Deribit keeps oscillating continuously and fluctuating at extreme levels. Meaning: This signal reflects intense tug-of-war between Long and Short camps in the short term. Derivatives traders are constantly adjusting positions, with speculation sentiment surging to unusually high levels. 📉 Long-dated Futures prices are discounted (Discount) Contrary to the excitement in short-term derivatives, long-dated XRP Futures contracts are being traded at a lower price than the Spot price (Backwardation/Discount). Meaning: This signal suggests that long-term investors remain quite cautious or expect the adjustment pressure to continue for longer, amid the broader macro backdrop affecting the entire crypto market. 💡 Perspective & Context: This polarization emerges while the overall crypto market is under significant adjustment pressure, alongside important political & legal corridor moves related to the industry. The gap between short-term Funding fluctuations and long-term Discount is often a precursor sign of a strong breakout move to "re-align" (realign) market prices.
🚨 $BANK surges 25% with $11M liquidity on Binance: Short squeeze signal or price trap? Token $BANK has just gone through extremely strong swings in both price and derivatives market data. The on-chain and exchange figures below are things traders can’t ignore: 📈 Price movement & Spot liquidity (Binance): Price breakout: $BANK recorded an increase of more than 25% over the past 24 hours, with +12% in just the last hour alone. Volume explodes: Trading volume has surged to $11 million on Binance, indicating strong chase-buying pressure and very high interest from short-term capital flows. ⚡ Highly unusual derivatives data on Bybit (BANKUSDT): Deep negative funding rate: A sign that the Short side is dominating or is willing to pay high fees to suppress the price. Open Interest (OI) drops by $15M: The amount of open contracts on the BANKUSDT pair fell sharply by $15M right after the price-push momentum.
Robinhood records a dramatic surge in active addresses (DAA) of over 18,000% in the past 30 days. This boom is linked to the company’s strategy to develop its own blockchain to tokenize real-world assets (RWA) such as stocks and ETF funds.
In addition, many other projects have also shown increased active users. Notably, ONDO rose 99% and SUI increased 16%. Real data indicates that capital flows are strongly shifting toward the RWA segment, reflecting growing market interest in bringing traditional assets onto the blockchain.
**Whale quietly detects distributing $LDO to the market**
On-chain data records continuous sell-off activity $LDO from a large whale wallet, with the following route:
1. **Receive tokens:** This wallet receives $LDO from Gnosis Safe in separate batches (180K, 70K, 100K LDO...). 2. **Conversion:** All LDO is then sold into USDT via CoW Protocol. 3. **Capital withdrawal:** This amount of USDT is immediately transferred to an external wallet. No purchase transactions for $LDO have been recorded yet.