1. 🔬 Opportunities to watch
Market news: REX-Osprey supported staking Solana ETF is set to begin trading this Wednesday
Byreal's first Reset Launch project Fragmetric has raised 3 times its minimum price tier
Robinhood EU: Plans to gift OpenAI and SpaceX stock tokens to EU users
Robinhood plans to launch a Layer 2 blockchain and offer 'stock token' services in the EU
Kraken's tokenized stock platform xStocks is now live, supporting trading of 60 U.S. stocks around the clock
Sky's new executive vote has passed, enabling SPK mining for SKY stakers
2. ❇️ DeFi
a. New projects in the past day
EtherFi Cash Liquid --- Onchain Capital Allocator (Scroll, 49.58 million)
EtherFi Borrowing Market --- Lending (Scroll, 50.44 million)
Terminal Finance Pre-Deposits --- Farm (Ethereum, 40.59 million)
MoneyFi --- Yield Aggregator (Multi-Chain, 30,000)
b. Project list
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
Origin Protocol: Plans to use protocol income to buy back OGN tokens
Animoca Brands: As a Hong Kong company, will prioritize local listings
Chainlink partners with Apex Group, GLEIF, and the ERC-3643 Association to launch an automated compliance engine
Tether CEO: Open-source password manager PearPass is in testing and will be open-sourced soon
Tokenization platform Huma Finance announces HUMA token staking rewards are now live
RWA stablecoin protocol R2 has launched its final testnet and plans to go live on the mainnet in September
3. 🌏 Macro
Trump: Interest rates should be reduced to 1%, Powell and his committee are to blame
Goldman Sachs moved the Fed's interest rate cut timeline from December to September
JPMorgan: The Federal Reserve's error in cutting interest rates could lead to a huge shock in U.S. stocks, bonds, and foreign exchange
U.S. Treasury Secretary Yellen: Soon to seek a successor for Federal Reserve Chairman Powell
Federal Reserve's Bostic: Expects three interest rate cuts next year
The Bank of Korea focuses on the Korean won stablecoin business, CBDC project testing has been postponed
Today, the net inflow into U.S. Bitcoin ETFs was 4,413 BTC, and Ethereum ETFs saw a net inflow of 15,651 ETH
Bitcoin spot ETF saw a net inflow of $2.22 billion last week, continuing three weeks of net inflows
Ethereum spot ETF saw a net inflow of $283 million last week, continuing seven weeks of net inflows
Kazakhstan National Bank Governor: Plans to establish Bitcoin and cryptocurrency reserves
4. 🐳 Whale movements
a. Institutions, large investments, whale activity
A giant whale swapped nearly 40 WBTC for 1,749 ETH, worth approximately $4.37 million
Whale deposited $16.51 million into HyperLiquid, using 5x leverage to go long on HYPE
AguilaTrades closed a 20x long position in BTC, making a profit of $160,000
The '50x leverage insider whale' cut losses by selling 8,000 ETH and 280 BTC an hour ago, incurring a loss of $1.011 million
Metaplanet will issue 30 billion yen zero-coupon bonds to increase Bitcoin holdings
Metaplanet increased its holdings of 1,005 BTC at an average price of $107,601, worth about $100.8 million
UK-listed company Vaultz Capital increased its holdings by 50 BTC
The Blockchain Group increased its holdings by 60 BTC, bringing the total to 1,788 BTC
Giant whale AguilaTrades built a 20x short position in BTC, with a liquidation price of $121,100
UK-listed company Coinsilium Group's subsidiary Forza announced an increase of 15.4147 BTC, totaling over 73 BTC
Analysis: During the June consolidation phase, long-term Ethereum holders significantly increased buying, showing an accumulation pattern
Bahrain Stock Exchange-listed company AlAbraaj increased its holdings by 2 BTC, with an average purchase price of about $104,100
Last week, global listed companies net bought $863 million in BTC, Strategy has increased its holdings for 13 consecutive weeks, and GameStop issued an additional $450 million in convertible bonds
b. DeFi, NFT, on-chain activities
Crypto KOL Unipcs floated over $5 million on USELESS
Some smart money bought $22,000 of USELESS 50 days ago, profiting over $1.3 million
BNB Chain Foundation today spent 150,000 USDT to buy CAKE, LISTA, JANITOR, and IDOL
c. Exchange-related fund flows
Sentora: 3.86 million LINK have flowed out of CEX since June 20, worth about $51.26 million
Suspected Paradigm Capital address transferred 1.5 million VIRTUAL to Binance, worth about $2.42 million
Strategy transferred 7,383 BTC to a new wallet, possibly to optimize asset custody
A whale deposited 3,000 ETH to Binance yesterday, selling would incur a loss of $2.7 million
A whale withdrew 38,834.5 SOL from Binance for liquid staking
The Bhutanese government marked an address that transferred 137 BTC to Binance
Two wallets deposited 240,000 SOL to Binance over the past three days, approximately $35 million
Data: LINK worth about $51.26 million has flowed out of CEX since June 20
A newly created wallet staked 24,635 SOL after withdrawing from Coinbase
A giant whale transferred 2,000 ETH to an exchange; if sold, could incur a loss of $320,000
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
CreatorBid Launchpad V2 will launch next week, with its token BID up 340% in June
b. Exchanges/Wallets
Bitget's on-chain trading product update fully optimizes the take-profit and stop-loss module
German savings banks plan to open cryptocurrency trading services to private clients
Coinbase international site will launch SAHARA and SYRUP perpetual contracts
Robinhood launches AI assistant Cortex to provide cryptocurrency information
OKX's 32nd PoR: Total value of BTC, ETH, USDT, USDC reaches $28.4 billion
Robinhood: ETH and SOL staking services are now available to U.S. customers
Binance will launch LPT/USDC and RVN/USDC spot trading pairs
Binance: Users with Alpha scores of no less than 208 can participate in the NODE TGE event
Binance Alpha has launched NodeOps (NODE)
Binance: BNSOL super staking is now live for Dymension (DYM)
Binance Alpha will launch Echo Protocol (ECHO) on July 2
Binance Alpha has launched Fuel Network (FUEL)
Zodia Custody acquires Tungsten to expand into the UAE market
c. Public chains/L2
Aptos Labs CEO Avery Ching appointed as a member of the U.S. CFTC Digital Assets Task Force
Arbitrum: Robinhood will launch tokenized stocks on Arbitrum One, built on the L2 Orbit stack
The Ethereum-compatible sidechain of the XRP Ledger has gone live on the mainnet
Space and Time launches the Genesis Validator Rewards Program, with a maximum incentive of 150 million SXT
The Ethereum community plans to launch an on-chain 'time capsule' project to celebrate the 10th anniversary of the genesis block
BSC announces the completion of the Maxwell hard fork upgrade, halving block time to 0.75 seconds
BTTC 2.0 mainnet officially launched
Babylon Genesis Chain will adopt a dual virtual machine model of EVM and CosmWasm to enhance BTCFi applicability
Comparison of the dedicated public chain for stablecoins Plasma and Stable: Can they change the game?
Analysis: Ethereum, ZKsync Era, and Aptos rank in the top three public chains for RWA assets
d. Investment and Financing
BitMine Immersion Technologies raises $250 million to launch ETH financial strategy
Amber International signs a private placement agreement totaling $25.5 million
Pantera Capital establishes Pantera DAT Fund, expected to invest $100 million in DAT trading
Hong Kong-listed company New Fire Technology allocates over 270 million HKD to five subscribers
AI-driven superstructure network Datagram completes $4 million Pre-Seed round financing, led by Blizzard the Avalanche Fund
AI and Web3 startup verification platform Idea-L completes $1 million Pre-Seed round financing
AI intent-driven aggregation trading platform DexOne officially starts internal testing, led by Nour Capital
Japanese crypto exchange operator BACKSEAT completes seed round financing, totaling about $9.69 million
e. Regulation
U.S. Senator Lummis: Revising the 'Too Big to Fail' bill to address tax violations related to digital assets
U.S. Treasury Secretary Yellen: Legislation on stablecoins may be completed by mid-July
Democratic Senator proposes an amendment: aims to prohibit officials from profiting by promoting cryptocurrencies
U.S. Supreme Court dismisses request to protect Coinbase user data from IRS access
U.S. Senate will begin voting on the 'Too Big to Fail' bill on June 30
U.S. SEC confirms Grayscale's amended application to convert its digital large-cap fund into an ETF
The Tokyo Stock Exchange will lift leverage trading restrictions on Metaplanet starting July 1
f. Security
CertiK Security Report: Phishing attacks caused nearly $400 million in losses, becoming the biggest threat in Q2 2025
6. 🤖 AI-related
7. 🔧 Tools
How to access websites 'on-chain'
8. 💡 Insights
Michael Saylor: Strategy's Bitcoin returns have reached 19.7% year-to-date
Huaxia Fund Hong Kong: Predicts that future fiat currencies will become stablecoins, with only a few universal stablecoins worldwide
From hardware-accelerated chains to on-chain debit cards, how to view Solayer's development strategy?
Matrixport: Wall Street funds may drive a new round of Bitcoin rises
Analyst: Bitcoin is currently in a neutral zone, neither overbought nor oversold
Bitfinex report: BTC is in a consolidation phase before Q3 2025, with historically low returns in Q3
CryptoQuant: The amount of Bitcoin sold by miners and long-term holders exceeds the amount bought by new buyers
Viewpoint: Advancing stablecoin issuance may temporarily increase liquidity supply
a16z latest insights: AI products that do not explode social networks within 48 hours of launch are deemed dead
Analyst: Young people are disappointed with the capitalist system, making Bitcoin's long-term upward trend unstoppable
Bitcoin Magazine CEO: Plans to raise over $100 million to establish an organization similar to Fairshake PAC, focused on promoting Bitcoin-related policies
The ETF Store President: The U.S. SEC may approve Grayscale's Digital Large Cap ETF (GDLC) this week
10x Research: The notional value of Bitcoin options plummeted by 33%, traders quietly shifted from bearish to bullish
Metaplanet CEO: In Q2 of this year, Bitcoin returns reached 129.4%
Financial Advisor Ric Edelman: recommends a maximum allocation of 40% to cryptocurrency in investment portfolios
Analyst: Bitcoin's continuous innovation of new highs has become inevitable and may occur within the next week
