1. 🔬Opportunities to watch
2. ❇️DeFi
a. New projects in the past day
HyperCat --- Dexs (Hyperliquid L1, 17万)
GarudaDefi --- Dexs (Terra, 24 hours)
c. Related Projects
Bitcoin Ecosystem DeFi Project Elastos Launches BTC-Backed Stablecoin BTCD
Polyhedra Co-founder: To respond to financial attacks, the development of auditable Dark DEX will be accelerated
Paxos Launches Paxos Labs, a New Startup to Help Enterprises Issue Custom Branded Stablecoins
Asset management company Nicholas Wealth launches ETF "BLOX" based on crypto options
3. 🌏Macro
After the FOMC statement: The probability of the Fed cutting interest rates in July has slightly decreased to 10.3%
FOMC Outlook: The Fed is expected to remain on hold, 60% of economists expect to cut interest rates twice this year
Trump: Cutting the federal funds rate by 2.5 percentage points would be very good
Fed officials still expect 50 basis point rate cut in 2025
Fed Chairman Powell: Rising tariff expectations make the Fed more cautious about continuing to cut interest rates
The Fed continues to keep interest rates unchanged
Fed Chairman Powell: Monetary policy still needs to be "moderately restrictive" to the economy
The probability of the Fed cutting interest rates in September has slightly increased
The number of initial jobless claims in the United States for the week ending June 14 was 245,000, while the expected number was 245,000
Fed dot plot: Still expects two rate cuts this year, but more officials hope not to cut rates
Circle rose 3.6% pre-market, and the U.S. Senate passed the stablecoin bill
JPMorgan Chase pilots JPMD deposit tokens on Base chain, putting commercial deposits on chain for the first time
Market News: US plans to relax capital restrictions on bank Treasury bond trading
Today, the US Bitcoin ETF has a net inflow of 1,957 BTC, and the Ethereum ETF has a net inflow of 7,430 ETH
VanEck's planned Solana spot ETF has been registered with DTCC under the ticker VSOL
Data: Korean won crypto trading volume will reach $663 billion in 2025, second only to the US dollar
4. 🐳Whale Movements
a. Institutions, large investments, and whale behavior
Data: The net increase in ETH holdings by whale accounts exceeded 800,000 per day in the past week
BitMine announced an increase in Bitcoin holdings, with total holdings rising to 154,167
The Blockchain Group increased its holdings by 182 bitcoins, bringing its total holdings to 1,653
Japanese fashion brand ANAP increased its holdings by about 31 BTC, bringing its total holdings to 184.67 Bitcoins
ETH whale buys another 15,000 ETH, with a floating loss of 9.4 million
Justin Sun’s father acquires control of Tron Inc. through $100 million TRX token PIPE transaction
The three major Chinese Bitcoin mining machine giants, which account for more than 90% of the market share, have turned to the United States to set up factories to cope with tariff pressure
Prenetics, a US-listed company, spent $20 million to purchase 187.42 BTC
K33 announced the launch of a 85 million Swedish kronor stock issuance plan to increase its holdings of 1,000 BTC
b. DeFi, NFT, On-chain activities
Tether mints 1 billion new USDT on Ethereum network
c. Exchange-related fund flows
AB accounted for 58% of Binance Alpha’s trading volume yesterday, reaching $463 million
5. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Pudgy Penguins launches P2E game Pengu Clash on TON
Layer3 gaming ecosystem B3 acquires game console manufacturer Andromeda Insights to connect hardware ecosystem
b. Exchange/Wallet
Binance launches Soft Staking service, supports BNB and 10 other tokens
Coinbase seeks SEC approval to launch ‘tokenized stocks’
Mainstream crypto platforms will accept BlackRock money market fund BUIDL as collateral assets
Binance P2P Express Zone supports direct purchase of Binance Alpha tokens using local currencies and payment methods
Bitget Wallet becomes the first self-hosted wallet to support national QR code payment
Small Commodity City said it will submit a license application as soon as Hong Kong's stablecoin regulations are clarified
BEE is now available on Binance Alpha
Coinbase plans to add USDC as collateral for futures trading in the US market by next year
OKX European expansion is upgraded: German and Polish markets officially launched
Circle's market value exceeds $40 billion, exceeding 60% of USDC circulation
Binance Alpha has launched TAG and Janitor
c. Public chain/L2
Ethereum L1 new expansion paradigm: strategic thinking, time planning, performance bottlenecks and tool system
Polygon co-founded an independent startup ZisK to build open source zkVM proof technology
d. Investment and Financing
Prenetics sells ACT Genomics stake for $71.78 million to strengthen Bitcoin financial strategy
WLFI official: Sahara uses USD1 in IDO on the BuildPad platform, raising $59 million
Bitdeer increases convertible senior notes offering to $330 million
Eyenovia raises $50 million to launch HYPE reserve strategy, becoming the first US-listed company to hold HYPE
Thousands and The Wildcard Alliance jointly completed $9 million in financing, led by Paradigm and others
DeFi infrastructure TAC raises $11.5 million in two rounds, led by Hack VC
e. Supervision
Ohio's Bitcoin Rights Bill HB 116 Passes 13-0
SEC Opens Comment Period for Franklin Templeton’s XRP and SOL Spot ETFs
Analysis: If Trump signs the GENIUS Act into law, it will require stablecoin issuers to disclose their reserve composition on a monthly basis
The head of Trump’s digital asset advisory committee said that the White House hopes that the stablecoin bill will be passed by the House of Representatives before August
The US GENIUS Act was approved by the Senate, marking a historic step for stablecoin legislation
JPMorgan Chase executives met with the US SEC to discuss the process of capital market on-chain
Solana Policy Institute, Phantom, Orca, and Superstate Submit Framework for Compliance Tokenized Securities to the SEC
The UK plans to introduce rules to limit banks' exposure to crypto assets by next year
f. Security
SlowMist Cosine: Attackers use WeChat to steal accounts and defraud crypto users, and account security precautions need to be improved
Hacker group "Gonjeshke Darande" threatens to disclose internal information of Iranian exchange Nobitex
Elliptic: Israel-linked hacker group Gonjeshke Darande's attack on Nobitex was not financially motivated
6. 🤖AI related
OpenAI starts selling ChatGPT at a discount, hurting Microsoft
7. 🔧Tools
Nansen CEO: There was a problem with Nansen Points claiming and it is being fixed
OKX Wallet launches the Address Radar feature to help users automatically find multi-token profit addresses
8. 💡Viewpoint
1kx: Why did we choose to invest in Rodeo?
Skybridge Capital founder: Companies using debt to buy Bitcoin will harm Bitcoin
Flashbots Research: How MEV Devours Blockchain Expansion Dividends
Coinbase CEO: Stablecoins are a viral flywheel for crypto users to get started
CITIC Securities: Pay attention to stablecoin issuers with high certainty of approval
Cryptoquant: Bitcoin may continue its positive cycle and close the third consecutive bullish year
Market Outlook: Stablecoin Narrative, AI Narrative, Pump.fun…
Study: Bitcoin 'Accumulator' Better for Businesses Than Dollar-Cost Averaging
Zhou Xiaochuan, former governor of the People's Bank of China: US dollar stablecoins may assist dollarization, and the impact of dollarization on the economy is controversial
Arthur Hayes: The U.S. Treasury is the key institution driving the future of Bitcoin, not the Federal Reserve
Liu Qiangdong: I hope to apply for stablecoin licenses in major currency countries around the world to achieve exchange between global companies and reduce payment costs by 90%
Canaccord Genuity: Compliant stablecoins will become the Internet's monetary layer
Eigen Labs received $70 million investment from a16z crypto. What is EigenCloud?
