1. 🔬 Opportunities to watch
2. ❇️ DeFi
a. New projects in the past day
b. Project list
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
One week of token unlocks: SUI unlocks tokens worth approximately $129 million.
The Resupply protocol has released an emergency recovery plan proposal to address bad debts through the protocol treasury and DAO organization within 3 days.
Tether CEO: PearPass has started testing and will support mobile, desktop, and browser extension.
JUST DAO: The collateralization ratio for the USDJ market on the JustLend platform will be adjusted from 75% to 0%.
3. 🌏 Macro
The US non-farm payroll report for June will be released early next week.
The US Senate procedural vote has passed the Trump tax reform bill.
Caixin: The subscription threshold for offshore RMB and HKD tokenized notes from GF Hong Kong is set at 700,000 and 800,000 HKD respectively.
27% of people aged 20–50 in South Korea hold crypto assets, with 70% planning to increase investments.
4. 🐳 Whale movements
a. Institutions, large investments, whale behavior
The UK-listed company Panther Metals has purchased 1 BTC, with a short-term target to hold BTC worth £4 million.
James Wynn has closed a 40x short position on Bitcoin, incurring a loss of $3,015.97.
ETH whale liquidated 1,550 ETH after holding for 47 days, ultimately losing $69,000 upon exit.
Michael Saylor has once again released information on Bitcoin Tracker, and may disclose accumulation data next week.
Spanish coffee chain Vanadi Coffee increased its holdings by 20 BTC.
AguilaTrades has increased its Bitcoin long position to 2,201 BTC, valued at approximately $238 million.
b. DeFi, NFT, On-chain activities
A pre-mined address containing 1,000 ETH was activated after being dormant for 9.9 years.
c. Exchange-related capital flows
a16z address transferred 400,000 COMP to Coinbase Prime within 21 hours, accounting for 4% of the total.
LeverFi has newly issued approximately 13.7 billion LEVER tokens, some of which have been credited to exchanges.
5. 📃 Industry
b. Exchange/wallet
Coinbase's product head: Account restrictions have been reduced by 80%, and fraud model improvements are around 20%.
Binance will adjust the margin collateral rates for investment portfolios.
Binance Alpha has launched Fuel Network (FUEL), and at least 170 Binance Alpha points users can participate in the airdrop.
Robinhood will announce significant news regarding its crypto business today.
OneKey: OneKey resources have no association with Resupply and have never organized or manipulated any public opinion attacks.
c. Public chain/L2
Base co-founder hints at the potential launch of an app.
d. Financing
Metaplanet Capital's head of strategy: The company's financial operations will not generate cash flow risks and has not considered borrowing from banks.
e. Regulation
Hong Kong Financial Secretary: Stablecoins are not financial tools for profit, but rather tools for financial development.
In the past 60 days, the number of warning letters sent by the IRS to crypto investors has surged by over 750%, raising concerns about new tax regulations.
f. Security
ZachXBT: A user is suspected to have been attacked by the Lazarus Group, resulting in a loss of approximately $3.2 million in assets.
Report: In the first half of the year, 75 cryptocurrency theft cases resulted in $2.1 billion stolen, surpassing the record set in the first half of 2022.
Slow Mist: Uniswap Card will collect user X's email address.
g. Others
The UK-listed company Vinanz plans to rename itself as London BTC Company.
6. 🤖 AI-related
Crossmint partners with Visa to enable AI-driven on-chain payments using tokenized vouchers.
7. 🔧 Tools
8. 💡 Views
Analysis: The connection between Binance and Kenyan cryptocurrency lobbying groups raises concerns about monopolies.
Report: Most Bitcoin reserve strategy companies may fall into a 'death spiral,' with only a few able to survive.
OneKey founder criticizes Resupply's theft handling plan, stating it 'takes money from users after being rug pulled.'
Trader Eugene: Has gone long on some altcoins, expecting the market to rise.
Alchemy: Stablecoins are becoming the 'default settlement layer' of the internet.
Minsheng Securities: In the short term, stablecoins cannot save the dollar's credit from crisis.
Hong Kong Financial Secretary: Stablecoins are expected to bring about a transformation in the capital market.
Analyst: Altcoins and institutional Bitcoin hot money are flowing towards Bitcoin treasury companies and crypto-related stocks.
Cathie Wood: Bitcoin holders may be able to transfer BTC to Coinbase to mortgage for buying houses.
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