1. 🔬 Opportunities to watch
Aptos Labs collaborates with Jump Crypto to launch Shelby, a new generation decentralized hot storage network
2. ❇️DeFi
a. New projects in the past day
Kamigotchi --- Gaming (Yominet, 1.68 million)
INERTIA --- Lending (Inertia, 1.47 million)
HLP0 --- Yield (Arbitrum, 4.22 million)
Volta Markets --- Derivatives (CORE, 0)
Alkimiya --- Derivatives (Base, 30,000)
b. Project list
c. Related projects
Flashnet and Brale will jointly launch Bitcoin-native stablecoin USDB with Magic Eden this summer
Chainlink partners with Mastercard to support on-chain cryptocurrency purchases for 3 billion users
Derlin Holdings and ViaBTC establish a joint venture to build Bitcoin reserves
Canaan Technology announces strategic restructuring, focusing on crypto infrastructure and Bitcoin mining
Merlin BTC staking first phase Vault filled within 27 minutes, official plans to increase capacity
Grayscale updates its spot Solana ETF S-1 application, disclosing a 2.5% management fee
Nexus: Testnet III is online, points can be redeemed for test tokens
3. 🌏 Macro
Powell's speech this time is slightly more hawkish than before
Bitcoin spot ETF saw a total net inflow of $350 million yesterday, with a continuous net inflow for 10 days
Powell: The Federal Reserve neither owns nor seeks the legal authority to purchase Bitcoin
Federal Reserve Chairman Powell: The impact of policy adjustments on the economy remains uncertain
Federal Reserve Chairman Powell: The US is currently not in a state of economic recession
Ethereum spot ETF saw a total net inflow of $101 million yesterday, with no net outflows from nine ETFs
Fiserv plans to launch stablecoin FIUSD within the year, establishing partnerships with Circle and PayPal
NASDAQ-listed company Aurora launches digital asset financial plan, intends to invest in BTC, ETH, SOL, and other cryptocurrencies
4. 🐳 Whale movements
a. Institutions, large investments, whale behavior
UK-listed company Vinanz increases its holdings by 37.72 Bitcoin, total holdings reach 58.68
ETH version of MicroStrategy SharpLink Gaming again increases its holdings by 12,207 ETH, total holdings 188,478
London-listed company Vaultz Capital completes first Bitcoin purchase, buying 10 BTC
ProCap announces the purchase of 3,724 Bitcoin, total amount approximately $387 million
South Korean listed company Bitmax adds 49.06 Bitcoin to its purchases, total holdings reach 300.08
Listed company The Smarter Web Company increases holdings by 196.9 Bitcoin, total holdings reach 543.52
Suspected ConsenSys-related address buys another 3,704 ETH, accumulating over 160,000 in the past three weeks
b. DeFi, NFT, On-chain activities
A trader who made a profit of $3.4 million was liquidated, turning into a loss of $3.54 million
c. Exchange-related capital flows
A whale once again withdraws 163 BTC from Binance, withdrawing a total of 2,263 BTC within 9 hours
Whales deposit $5.21 million USDC to HyperLiquid, going long on ETH, SOL, and BTC with 20x leverage
Abraxas Capital deposits 12,000 ETH to Binance within 12 hours, worth approximately $28.89 million
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Aethir launches Cloud Drop Season 2 airdrop, rewarding node holders and long-term contributors
Fragmetric appears to have activated a foundation X account, the founder teases 'big things will happen this week'
b. Exchanges/wallets
Binance will launch the 25th phase of the HODLer airdrop project Sahara AI (SAHARA)
Binance Lending Easy now supports converting fixed-rate borrowing orders to floating-rate borrowing orders
Binance: Users holding at least 248 Alpha points can claim the first phase DMC token airdrop
Binance Alpha NEWT airdrop first phase threshold is 241 points, consuming 15 points
Binance: At least 210 Alpha points can claim the Mango Network (MGO) airdrop
BR trading volume reached $3.993 billion, accounting for 60% of Binance Alpha's total trading
c. Public chain/L2
Merlin Chain launches BTC staking feature, with a maximum annual yield of 21%
d. Financing and investment
Ark Invest reduced its holdings of Circle shares by over 410,000 yesterday, cashing out over $110 million
Canton Network developer Digital Asset completes $135 million strategic financing, led by DRW Venture Capital and others
Market news: Polymarket raises nearly $200 million, with a valuation exceeding $1 billion
Former Coral Capital executive plans to raise $100 million to establish a BNB reserve
Nano Labs raises $500 million through convertible bond private placement for BNB reserve strategy
On-chain derivatives trading platform Sphinx completes $2 million Pre-Seed financing, led by Eckhardt Capital
Grayscale Space and Time (SXT) trust registered in Delaware
Story and OKX Ventures establish an ecosystem fund of up to $10 million to accelerate innovation at the intersection of IP and AI
e. Regulation
Guotai Junan International officially approved to provide trading services for cryptocurrencies and other virtual assets
Texas allocates $10 million to establish a Bitcoin reserve, becoming the first of its kind in the US
Trump urges the House of Representatives to expedite the passage of the stablecoin bill, key legislators say details still need coordination
SEC delays consideration of 21Shares spot Polkadot ETF
Texas new law to take effect in September, allowing the seizure of crypto assets involved in cases and inclusion in civil asset forfeiture
Japan's Financial Services Agency considers including crypto assets under the Financial Instruments and Exchange Act, or advancing separate taxation and Bitcoin ETFs
f. Security
Iranian exchange Nobitex resumes roadmap after announcing security incident, phased restart of services from June 25
Analyst: Malicious virus SparkKitty detected stealing wallet mnemonic phrases, mainly targeting Chinese and Southeast Asian users
Coin responded to infection by SparkKitty virus: previously implanted with a risky SDK, but the relevant function has never been activated, user data remains safe
6. 🤖 AI-related
FLock CEO Jiahao Sun attends the UK House of Lords crypto leaders dinner, detailing decentralized AI governance solutions
7. 🔧 Tools
Strategy launches BTC credit model to support risk and spread assessments
8. 💡 Insights
RWA's DeepSeek moment is coming: comprehensive analysis of development trends, implementation paths, and best practices for institutions
ZKsync founder: Solana cannot compete with Ethereum in terms of decentralization and censorship resistance
Visa: Stablecoins need to build a technical layer, reserve layer, and interface layer to become the next generation of digital payment infrastructure
Bloomberg analysis: Hong Kong stablecoins may be linked to real-world assets like real estate in the future
Scene is king: restructuring of the stablecoin competitive landscape and migration of value focus
Podcast summary | Decoding Stripe: Valued at $100 billion, reconstructing global payments through stablecoins and AI
Business competition, revenue pressure, CEX seizes the future on-chain
From 'standard' to 'burden': the foundation model is entering twilight
IOSG Weekly Report | New Degen Arena: Hyperliquid
Trader Eugene: BTC has held $100,000, market panic may have peaked
Governance failure, airdrop chaos, value misallocation: what kind of tokens does the crypto industry need?
