1. 🔬Opportunities to watch
2. ❇️DeFi
a. New projects in the past day
Neptune LSD --- Liquid Staking (Oasys, 140,000)
MatrixDock XAUM --- RWA (Multi-Chain, 42.3 million)
b. Project List
c. Related Projects
Hibachi collaborates with Celestia and Succinct to launch a privacy-first decentralized exchange.
Sol Strategies has applied for a NASDAQ listing under the ticker 'STKE'.
Alchemy Pay: Will launch its own stablecoin.
JD.com: Expects to obtain a license in early Q4 this year and simultaneously launch JD stablecoin.
Visa announced that its stablecoin business has expanded to Central Europe, Eastern Europe, the Middle East, and Africa.
Wormhole NTT framework expands to the Sui network, with Momentum supporting NTT.
Decentralized exchange Aster completes the first phase of its incentive program, stopping point distribution and launching trading incentives.
Fetch.ai will launch a $50 million FET token buyback plan.
Ethena Labs collaborates with Securitize to enable 24/7 conversion between USDtb and BUIDL.
Pump.fun's parent company hires a prominent lawyer to deal with Burwick's class-action lawsuit.
Circle's current circulating shares account for less than 18% of the total, with a market cap of approximately $7.253 billion.
3. 🌏Macro
Trump: Federal Reserve Chairman Powell should cut interest rates by 250 basis points.
Today, the U.S. Bitcoin ETF net inflow is 2,761 BTC, and the Ethereum ETF net inflow is 2,413 ETH.
Data: The supply of the stablecoin market has exceeded $250 billion for the first time, with increased issuer diversity.
Deribit: $3.9 billion in BTC options and ETH options are set to expire, with the maximum pain point for BTC at $106,000.
Data: The BTC reserves of listed companies have surpassed 768,500, worth over $82 billion.
Fireblocks: Research shows that 49% of surveyed institutions have used stablecoins for payments.
Macquarie: Currently expects the Federal Reserve to implement a 25 basis point rate cut in 2025, followed by another rate cut of 25 basis points in 2026.
4. 🐳Whale movements
a. Institutions, large investments, whale behavior
Australia's Monochrome Bitcoin ETF has surpassed 800 BTC in holdings.
Japanese clothing chain Mac House plans to acquire approximately $11.8 million worth of Bitcoin and other crypto assets.
Tech company BD Multimedia has initiated a Bitcoin financial strategy, raising €1 million to invest entirely in Bitcoin.
Abraxas Capital holds a short position worth $500 million in multiple mainstream tokens, with unrealized profits exceeding $18 million.
The publicly listed company The Smarter Web Company announced an increase of 104.28 BTC, bringing total holdings to 346.63 BTC.
b. DeFi, NFT, On-chain activity
A certain multi-signature address raised $70 million from various institutions over the past week, possibly related to pump.fun's token launch.
A certain whale staked 7,182 ETH with Lido after a year of dormancy, worth $18.08 million, facing a loss of $4.87 million.
c. Exchange-related capital flows
Suspected TRUMP team-related address transferred over 254,000 tokens to exchanges within 36 hours.
5. 📃Industry
b. Exchange/Wallet
Coinbase announced the launch of 'Coinbase Payments' and reached a partnership with Shopify.
Binance Wallet launched the Meme Rush feature.
Binance Alpha will list Redbrick (BRIC).
Binance will launch Matchain (MAT), with the first phase of air drop eligibility set at 243 Alpha points.
Kraken integrates with Babylon to launch Bitcoin staking services.
Bitget has obtained a license in Georgia, deepening its compliance efforts in the Eastern European market.
c. Public Chain/L2
Plasma plans to launch its mainnet by the end of this summer.
BTTC 2.0 staking annualized yield adjusted to 6%.
XRP Ledger plans to launch XAO DAO to promote decentralized governance.
d. Investment and Financing
NASDAQ-listed company Lion Group Holding secures $600 million in funding to launch the HYPE treasury strategy.
Raised $11.5 million, TAC aims to lead Telegram's one billion users into DeFi.
Insiders: Crypto broker FalconX plans to go public in 2025 and has begun preliminary discussions regarding the listing.
Units Network completed a $10 million funding round, led by Nimbus Capital.
Project Eleven completed a $6 million funding round, led by Variant Fund and Quantonation.
e. Regulation
Ohio's 'Bitcoin Rights' bill passed the House vote, and the next step will be submission to the Senate for review.
Reporter: The U.S. House plans to merge the CLARITY and GENIUS bills for advancement, aiming for passage before August.
U.S. Treasury Secretary Becerra: The passage of the GENIUS bill will make the stablecoin market outlook much brighter.
People's Court Report: Virtual currencies have corresponding property attributes, and if related to refunds, compliance-licensed trading platforms can be explored for fiat conversion.
The UK plans to implement restrictive banking regulations on crypto assets before 2026.
Korean regulators will investigate CEX trading fees to study potential fee reduction measures.
The Korean Financial Services Commission is formulating a roadmap to launch virtual asset ETFs.
f. Security
After the Israeli hacker organization attacked the Iranian cryptocurrency exchange, $90 million in crypto assets were burned, and the Nobitex source code will be made public.
a16z: The official X account was briefly hacked, and the tokens and related false content involved were not officially released.
Hypersphere partner: Experienced a Zoom phishing attack, resulting in the theft of funds from six wallets.
Login credentials for services like Apple and Google have been leaked in large volumes, which may affect cryptocurrency holders.
g. Others
Telegram founder Pavel Durov has been approved to leave France starting July 10 but can only go to Dubai.
6. 🤖AI-related
Sahara AI officially announced 'The ticker is SAHARA', possibly hinting at an upcoming TGE.
AI narrative heats up again: How is project progress?
7. 🔧Tools
The Ave.ai mobile app 'Ave Pro' has launched on the Hong Kong App Store, currently covering the U.S., Hong Kong, Macau, and other regions.
8. 💡Opinions
How to achieve optimal cross-chain asset trading?
Trump claims the U.S. will become the undisputed leader in digital assets.
QCP Capital: Multiple reasons have led to the current decrease in market volatility, and the countdown to a trade war restart has begun.
Data dispute: The architecture showdown between Sui-based Walrus and full-stack blockchain Irys.
Fidelity: The growth rate of Bitcoin's 'ancient supply' that hasn't moved for over ten years has exceeded daily new output.
U.S. Treasury Secretary: Cryptocurrencies do not pose a threat to the dollar, and stablecoins help consolidate dollar hegemony.
Opinion: The decline in Visa and Mastercard stock prices may reflect expectations for blockchain payments.
Vitalik collaborates with marketing firm Etherealize to release content on 'Ethereum Bull Market Arguments'.
Web3 marketing insights: Is Kaito more effective than traditional KOLs?
Interview with Infini co-founder: Why did we shut down the U Card business?
Circle CEO: CPN nodes will create greater global liquidity for stablecoins and fiat.
Consensys CEO: Ethereum Layer 1 will become the global main ledger.
Presto Research: Corporate crypto asset reserves carry bubble risks, but are 'more nuanced' than before.
Pantera Capital launches a token transparency framework.
When Cathie Wood 'sells out' and retail investors FOMO: Why did Circle surge past $200 overnight?
CZ: Every platform should have a 'will feature'.
