1. 🔬 Opportunities to Watch
Sahara AI announces SAHARA token economic model, with 8.15% for airdrops
Fragmetric Foundation announces the launch of FRAG token, with 10% of total supply allocated to the community
Enso launches cross-chain DeFi deposit feature, enabling deposits across any chain
2. ❇️ DeFi
a. New Projects in the Past Day
Weiss Finance --- CDP (Sui, 20,000)
Tapp Exchange --- Dexs (Aptos, 3.11 million)
ManaSwap --- Dexs (Hyperliquid L1, 50,000)
b. Project List
c. Related Projects
DeFi Dev Corp will launch WIF validator nodes, staking rewards will be shared with the community
Aethir collaborates with Pendle to launch eATH pool
Tether co-founder plans to establish a $1 billion crypto fund and create a diverse cryptocurrency reserve including BTC and ETH
Tether CEO: The company's BTC holdings have exceeded 100,000, aiming to become the world's largest Bitcoin mining company by the end of this year
The Trump family has partnered with Hut 8, which will be responsible for building and operating its Bitcoin mining business
Ethena Labs reaches an agreement with German regulators on the redemption plan for USDe holders
3. 🌏 Macro
Powell: Future trade agreements may allow the Federal Reserve to consider interest rate cuts
Powell: US fiscal policy may drive up inflation
Ethereum spot ETF saw a total net inflow of $71.2379 million yesterday, only BlackRock's ETF ETHA achieved net inflow
Bitcoin spot ETF saw a total net inflow of $589 million yesterday, continuing 11 days of net inflows
4. 🐳 Whale Movements
a. Institutions, Large Investments, Whale Behavior
The BSC Foundation purchased $20,000 each of GORILLA and U tokens yesterday
Ethereum Foundation transfers 1,000 ETH to associated address
The '100% Win Rate Whale' has added 10,000 ETH short positions, currently realizing a profit of $13.71 million
Melania Meme team cashes out over $35.76 million in four months, selling 8.22% of MELANIA tokens
AguilaTrades opens another 20x Bitcoin long position, currently valued at $137 million
ProCap BTC increases holdings by 1,208 Bitcoin, total holdings reach 4,923 BTC
b. DeFi, NFT, On-chain Activities
Early whales withdrew 9,706 ETH through ThorChain, profiting $28.62 million in 16 days
A certain WBTC swing trader exchanged 49.98 WBTC for 2,217.62 ETH
c. Exchange-related capital flows
A certain whale transferred 274,788.6 SOL to Hyperliquid, setting the largest spot asset deposit on the platform to date
FTX/Alameda associated address transferred 62,000 SOL to Coinbase, still holding SOL worth $16.07 million
A participant in Ethereum 1C0 deposited 5,000 ETH into Kraken
Cumberland associated wallet received 454 million USDT from Tether in the past two days
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Backpack plans to launch its second season points event on July 3
Bitcoin ecosystem Web3 social network MetaSo surpasses 100 million transactions, averaging 5 million daily
b. Exchanges/Wallets
NYSE applies for rule change to support the listing of Truth Social's BTC-ETH ETF
Coinbase CEO: Has provided crypto integration services for approximately 200 banks and financial institutions
Binance Alpha will list Moonveil (MORE)
Decentralized exchange Aster goes live with SAHARA (Sahara AI) before trading hours
c. Public Chain/L2
Near community initiates a proposal vote to fix NEAR token annual inflation rate from 5% to 2.5%
Merlin Chain opens BTC staking Vault 2, total capacity increased to 100 BTC
Immutable co-founder: Will provide some 'special benefits' for IMX stakers
Moca Foundation launches Moca Chain for privacy identity and user verification protection
d. Investment and Financing
Polymarket Nears $200 Million Fundraising at Valuation Over $1 Billion
Metaplanet raises $515 million through a new stock issuance
Canton Network raised $135M in a funding round led by DRW Venture Capital
Crypto company Zama completes $57 million Series B funding, led by Blockchange Ventures and Pantera Capital
Veda raises $18M (CoinFund, Coinbase Ventures)
Metaplanet: Has redeemed and fully repaid the third tranche of ordinary bonds in advance, totaling $281 million
GameStop raises an additional $450 million intended for increasing Bitcoin holdings
TAC raises $5M strategic (Hack VC)
Investment platform Republic plans to allow ordinary people to 'bet' on SpaceX starting this week through blockchain technology
e. Regulation
Barclays Bank has prohibited customers from using their bank cards for cryptocurrency transactions since June 27
Plans to use cryptocurrency as mortgage collateral, US housing regulators request 'GSEs' to prepare
Nasdaq and NYSE discuss capital market regulatory reforms with the US SEC
US Congress faces divisions on advancing the GENIUS Act
Tether has frozen 112 addresses since the Israel conflict, involving approximately 700 million USDT
Powell: The stablecoin industry has gradually matured over the past few years, becoming more mainstream
Eight major banks in South Korea are establishing a joint venture to issue a Korean won stablecoin, exploring two issuance models
f. Security
Cointelegraph Hit by Front-End Exploit
Security 🛡 CoinMarketCap briefly compromised by malicious pop-up exploit
Shield: Silo Labs attacked, resulting in a loss of approximately $545,000
New malware called SparkKitty is stealing seed phrase screenshots from infected phones
SlowMist will launch a phishing simulation platform Unphishable on July 1
6. 🤖 AI Related
AI 🤖 Grayscale Introduces the Artificial Intelligence Crypto Sector
BitMart launches AI tool X Insight, supporting real-time conversion of social data into crypto trading signals
Future of Work with AI Agents: Auditing Automation and Augmentation Potential Across the U.S. Workforce
The People's AI Podcast: How Decentralized Data Marketplaces Could Reshape AI Forever
7. 🔧 Tools
Llama Update 🦙 An interview with 0xngmi on DefiLlama’s new Pro dashboard
CoWSwap: Which RPC Gives You the Best Swap Prices on Ethereum?
8. 💡 Views
Presto Research: Crypto Treasury Companies: Is It A Bubble?
The Stablecoin Value Accrual Stack.
Who Actually Benefits from Pump Creator Fees?
From Validation to Norms: How Ethereum Advances zkEVM Consensus?
CryptoQuant Analyst: Bitcoin inflow/outflow ratio remains high, indicating strong demand
Hyperliquid’s Money Market & LST Landscape
Swift Asia-Pacific President: Holds a neutral observational stance on stablecoins, needs to face the last mile problem
Standard Chartered: Expects that stablecoin issuers will become the second largest buyer of US Treasuries after the Federal Reserve within three years
Cobo Market Observation: Stablecoins bring a second growth curve opportunity to Hong Kong
BIS: Stablecoins fail three key tests, making it difficult to become the core of the future monetary system
Bernstein raises Coinbase stock price target from $310 to $510
Matrixport: Global money supply indicators have regained market attention, potentially affecting price trends in the short term
Looking for the next Circle: Backpack's unique competitive advantage in the crypto US stock frenzy
Greeks.live: Market focuses on BTC at two key levels of $104,800 and $108,000
The Full Circle: How USDC Supply Curve Shapes its Valuation
Besides BTC and ETH, what are the top 3-5 crypto investment targets in these big players' eyes for the next 3-5 years?
Cross-Chain Arbitrage: The Next Frontier of MEV in Decentralized Finance
