1. 🔬Opportunities to Watch

2. ❇️DeFi

a. New Projects Over the Past Day

b. Project List

c. Related Projects

  • Z Squared merges with Coeptis, planning to become the largest publicly traded DOGE mining company

  • Trump family's crypto project WLFI signs cooperation with Pakistan's crypto committee

  • Jack Mallers releases investor letter clarifying he is still CEO of Strike, with the company achieving $6 billion in BTC payment transaction volume last year

  • Ripple RLUSD stablecoin grew by $76 million on Aave over four days

  • BlackRock and five other entities account for 88% of tokenized national debt issuance

3. 🌏Macro

  • US media: The US plans to adopt a new framework to negotiate tariffs with 18 countries in phases, aiming to complete preliminary consultations by July 8

  • ECB Governing Council member: The possibility of two more rate cuts this year cannot be ruled out

  • The probability of the Federal Reserve cutting interest rates by 25 basis points in May is 10.4%

  • BlackRock's Bitcoin exchange-traded fund IBIT has seen inflows for 9 consecutive days, increasing its BTC holdings by $1.6 billion

  • Ethereum spot ETF saw a total net inflow of $104 million yesterday, with none of the nine ETFs experiencing net outflows

  • UBS: The market bets on Trump and the Federal Reserve to rescue the economy, with a target for the S&P 500 index at 5800 points by year-end

  • Hashdex's global first XRP ETF has started trading on Brazil's B3 exchange

  • The Bitcoin spot ETF saw a total net inflow of $380 million yesterday, continuing a streak of 6 days of net inflows

4. 🐳Whale Movements

a. Institutions, Large Investments, Whale Behavior

  • A whale that previously profited $732,000 from Trump dinner news has bought $5.732 million of TRUMP again

  • A giant whale that previously made a profit of $1.029 million in ETH swing trading has shorted ETH again

  • The 1inch team investment fund sold 70.76 WBTC for 6.676 million USDC just 30 minutes ago

  • A giant whale that built a position in ETH at a high point is suspected of 'cutting losses' by selling 2924 ETH 5 hours ago, incurring a loss of $4.46 million

  • Strategy Bitcoin holdings currently show a floating profit of over $14.2 billion

  • Sun Yuchen transferred 2000 BTC from HTX to Binance 3 hours ago

  • Data: In the past 48 hours, whales have cumulatively bought over 20,000 BTC

b. DeFi, NFT, On-chain Activities

c. Exchange-related capital flows

  • Pum.fun deposited 117,913 SOL to Kraken in the past 2 hours, totaling 3.09 million SOL transferred

  • Suspected distributed capital legal counsel Roland Sun's address charged Binance with 1998 ETH in the past 17 hours

5. 📃Industry

b. Exchanges/Wallets

  • Binance adjusts multi-currency USDT contracts' leverage and margin

  • Ant Group offers HK$2.8 billion to acquire Yaocai Securities, which is considering developing virtual currency trading services

  • Bybit appeared as a gold sponsor at TOKEN2049 Dubai conference, showcasing Bybit Pay crypto payment application

d. Investment and Financing

  • Elon Musk's xAI plans to raise $20 billion, likely becoming the second-largest startup financing in history

e. Regulation

  • The Federal Reserve's withdrawal of crypto-related banking guidelines may accelerate traditional banks' inclusion of BTC checking accounts and crypto loans

  • Swiss National Bank refuses to include Bitcoin in its reserve assets

8. 💡Opinions

  • CryptoQuant analyst: Demand indicators show dormant funds are flowing back into Bitcoin

  • Arthur Hayes: The bull market is back, it's time to celebrate

  • When smart money no longer tells 'stories': Where are they looking?

  • Ripple CEO: The launch of XRP futures by the CME is slightly delayed but paves the way for the launch of a spot ETF

  • Bitcoin Magazine CEO: Bitcoin-backed securities will have huge growth potential

  • Bitfinex analyst: Despite the recovery of sentiment in the crypto market, caution is needed regarding the downside risks caused by weekend liquidity shortages

  • Analysis: If Citigroup's prediction of a surge in stablecoin supply materializes, BTC may rise to $285,000 by 2030

  • Deloitte: By 2035, on-chain tokenized real estate will reach a $4 trillion share

  • Analysis: Bitcoin has only risen 43.4% since the fourth halving, far below the market performance after the previous three halvings

  • 1confirmation founder: Crypto innovation needs to merge with mainstream culture; solely replicating early models is no longer viable

  • CryptoQuant analyst: Bitcoin worth over $500 million flowed out of exchanges yesterday, possibly indicating a bullish market