1. 🔬 Opportunities to watch
2. ❇️ DeFi
a. New projects in the past day
StableHodl --- Yield (Multi-Chain, 5.79 million)
MatStake --- Staking Pool (Matchain, 0)
b. Project List
c. Related projects
Unicoin plans to acquire a majority stake in Diamond Lake, possibly starting a altcoin reserve strategy
Anthony Pompliano announces a $1 billion merger proposal to create a Bitcoin-native financial company ProCapFinancial
AILiquid's new decentralized contract trading platform will be launched on June 25
Spheron Network's annual recurring revenue exceeded $400 million, with over 27,000 nodes deployed
The distributed computing finance protocol Koala has officially launched
Mango Network announces MGO token economics: total supply of 10 billion, with 5% allocated for testnet airdrop
South Korean payment giant Kakao Pay applies for a trademark for the KRWKP stablecoin, possibly laying the groundwork for its own stablecoin business
NEWT token economics: initial circulation of 215 million, with 10% allocated for initial airdrops and community rewards
3. 🌏 Macro
Fed Governor Bowman hints: may support rate cuts in July
Fed's Goolsbee: If trade policy impacts disappear, we should continue to lower rates
Bitcoin spot ETF saw a net inflow of $1.02 billion last week, with BlackRock's Bitcoin ETF IBIT leading with a net inflow of $1.23 billion
Ethereum spot ETF saw a net inflow of $4.024 million last week, continuing six weeks of net inflows
CoinShares: Digital asset investment products saw a net inflow of $1.24 billion last week, marking the tenth consecutive week of net inflows
Data: Last week, publicly listed companies accumulated 12,400 Bitcoins, with a mining output of 3,150 Bitcoins
4. 🐳 Whale Movements
a. Institutions, large investments, whale behavior
Metaplanet increased its holdings by 1,111 Bitcoins at an average price of $106,408, worth approximately $118.20 million
New wallets purchased over 510,000 HYPE at an average price of $33.8, with a holding value of $18.31 million
Two whales recently increased their holdings by a total of 16 million IP, with a total value of $47.52 million
Strategy spent another $26 million to acquire 245 Bitcoins
Last week, publicly listed companies net bought $198 million in BTC, with six companies making new purchases; Strategy has increased holdings for 12 consecutive weeks
An institution increased its holdings by over 47,000 ETH within three days, with cumulative unrealized losses reaching $36.68 million
b. DeFi, NFT, On-chain activities
c. Exchange-related capital flows
A new wallet withdrew 18,000 ETH from Binance, approximately $40.37 million
BlackRock deposited 8,172 ETH into Coinbase Prime, approximately $18.4 million
A whale transferred 10.42 million OM to Binance, with a total loss of $8.34 million
A whale deposited 20,461 ETH to Binance within two hours, worth approximately $45.67 million
A suspected 'divine fish' associated address transferred over 23,500 ETH to Binance, worth $52.56 million
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
During the UPTOP public sale, a scientist used 4,996 addresses that ultimately hit 1,949, with a success rate of 39%
b. Exchanges/Wallets
Coinbase to list Sonic (S)
Binance Alpha will list Mango Network (MGO) on June 24
Binance Alpha will list Newton Protocol (NEWT)
Binance launches 'Locked Address' and 'Holding Concentration Indicator' features to further enhance token transparency standards
Crypto journalist: OKX may consider an IPO in the US, having returned to the US market in April
c. Public Chain/L2
BTTC 2.0 cross-chain network white paper officially released globally
Kazakhstan partners with Solana to establish a blockchain economic zone
d. Investment and financing
NASDAQ-listed company Eyenovia announces completion of a $50 million private placement and purchases over 1 million HYPE tokens
US-listed company Sequans announces $384 million strategic investment, will initiate Bitcoin treasury plan
Norwegian deep-sea mining company Green Minerals launches Bitcoin treasury strategy, aiming to raise $1.2 billion
Decentralized exchange GTE completes $15 million Series A financing, led exclusively by Paradigm
DeFi infrastructure company Veda completes $18 million financing, led by CoinFund
Multiple former hedge fund executives plan to raise $100 million to create a publicly listed company focused on BNB treasury strategy
Blueprint Finance announces completion of $9.5 million financing, led by Polychain Capital
On-chain brokerage Durian.Win receives financing from MEXC Ventures, launching a fully liquid token structure without locking
Blockchain game developer Endless Clouds completes $6.25 million financing and launches token END
e. Regulation
Yu Weiwen: Hong Kong has established relatively strict standards for stablecoin issuers, expecting only a few licenses to be issued in the first phase
PwC releases Hong Kong Web3 blueprint: plans to establish five action groups for stablecoins, VATP, OTC, etc.
NASDAQ-listed company Nano Labs plans to apply for licenses related to Hong Kong Dollar and offshore RMB stablecoins
European Central Bank President Lagarde: EU legislators should pave the way for digital euro
Wyoming stablecoin WYST is set to launch on August 20
Hong Kong Financial Secretary: Embracing the development of digital assets, currently approving eight virtual asset trading platform license applications
Fintech company Fiserv announces the launch of a stablecoin and digital asset platform within the year
f. Security
Cointelegraph's front end suspected to have been hacked and posted false airdrop information, please operate cautiously
ZachXBT: New York scammers impersonate Coinbase customer service to steal over $4 million, most of which was squandered on gambling
Cointelegraph: Unauthorized code affecting the system has been removed and security control measures have been strengthened
CertiK: CosmFinance was hacked, resulting in a loss of approximately $310,000
CZ: Hackers are targeting information sites, users should be careful when authorizing wallet connections
Trezor warns: Contact forms have been abused to conduct phishing attacks, reminding users to stay vigilant
6. 🤖 AI Related
AI Investment Overview for the first half of 2025: 58% of global venture capital funds are directed towards AI
7. 🔧 Tools
8. 💡 Perspectives
A summary of seven early airdrop opportunities in the Solana ecosystem
Perspective: Since EIP-1559, Ethereum is no longer the world computer, but rather the world's central bank
BitMart Discovery: How to catch the next potential meme?
a16z: 5 charts to understand the current state of the crypto industry
Matrixport: Ethereum prices are primarily driven by futures market positions, lacking fundamental support
BitMEX Alpha: Circle's stock price is built on quicksand
Arthur Hayes: The weakness in the crypto market will eventually pass, and Bitcoin's safe-haven properties will be recognized
CZ: Several other companies are preparing to reserve BNB vaults, none of which are related to Binance
CryptoQuant Analyst: Bitcoin risks persist and may reverse quickly
From crypto quant giant to infrastructure hermit, Jump Crypto's 'penitential' transformation
CryptoQuant: Long-term Bitcoin holders are still holding firm, with no signs of selling
Market Analysis: Global liquidity is rebounding with increased expectations for Fed rate cuts, BTC may see a breakthrough in Q4
