1. 🔬 Opportunities to Watch
Germany's largest banking group, Sparkassen, will launch crypto trading services, expected to go live in 2026.
Botanix mainnet officially launched, collaborating with Chainlink, Fireblocks, GMX, Dolomite, etc., to promote the development of Bitcoin economy.
The USDT-backed stablecoin public chain Stablechain officially released.
U.S. SEC approves Grayscale Digital Large Cap Fund conversion to ETF.
Circle applies for a U.S. national bank charter to self-manage USDC reserves.
Fragmetric has opened airdrop claims.
2. ❇️ DeFi
a. New Projects in the Last Day
Amana --- Yield Aggregator (ZetaChain, 130,000)
Cronos Bet --- Prediction Market (Cronos, 0)
xStocks --- RWA (Multi-Chain, 0)
Aria Protocol --- RWA (Story, 8.01 million)
Moai V3 --- Dexs (XRPL EVM, 30,000)
Moai V2 --- Dexs (XRPL EVM, 0)
b. Project List
Project List: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related Projects
Mastercard will expand its cryptocurrency team to advance blockchain partnerships and payment operations.
Plume collaborates with Trump's family crypto project WLFI to become stablecoin USD1 strategic multi-chain partner.
Stablecoin USDG announces support for the EU market, market cap has exceeded $300 million.
Echelon: The token unlocking date for Parallel founders will be postponed by one month.
Polyhedra launches Phoenix Revival plan, with the mainnet for privacy stablecoin project launching in September.
Pioneer Pharma Biotech plans to acquire all shares of Conflux to expand in the blockchain technology field.
Chainlink joins xStocks Alliance to support the pricing of all tokenized stocks and ETFs for xStocks.
Analysis: The xStocks platform is primarily supported by institutions such as Backed, Interactive Brokers, Clearstream, etc., to enable stock purchases, transfers, deposits, and other operations.
Boundless Foundation officially established, dedicated to promoting zero-knowledge technology across various application fields.
DEX Vooi supported by YZi Labs launches V2 mainnet.
3. 🌏 Macro
U.S. Treasury Secretary Basant: Today advancing the vote on the 'Big and Beautiful Act'.
Trump: Hopes to introduce tax and spending bill around July 4.
'Federal Reserve Mouthpiece': Powell maintains flexibility; factors for interest rate cut decisions have changed.
U.S. Senate passes Trump’s massive tax and spending bill by a vote of 51 to 50.
Federal Reserve Chairman Powell: Tariffs create uncertainty leading to delays in interest rate cuts.
Total net inflow of Ethereum spot ETFs yesterday was $31.76 million, with none of the nine ETFs experiencing outflows.
South Korea lifts a 14-year ban on 'kimchi bonds' to attract hedging capital inflows.
Trump expresses willingness to delay the deadline for the passage of the 'Big and Beautiful' Act.
U.S. May JOLTs job openings at 7.769 million, expected 7.3 million.
Pakistan plans to deploy Bitcoin reserves to DeFi protocols to earn yields.
Italy's UniCredit Bank plans to offer BlackRock Bitcoin ETF-linked products to some clients.
Net inflow of 1,150 BTC into U.S. Bitcoin ETFs today, with net inflow of 12,455 ETH into Ethereum ETFs.
Figma discloses holding nearly $70 million in Bitcoin ETFs and has been approved to buy another $30 million in BTC.
Musk: The debt ceiling is the only means to force the government to cut waste.
4. 🐳 Whale Movements
a. Institutions, large investments, whale behavior.
Ark Invest reduced its holdings of Coinbase stock valued at about $43.8 million yesterday.
James Wynn's partial position was forcibly liquidated, involving 4.59 BTC valued at approximately $486,000.
Spanish coffee chain Vanadi Coffee increased its holdings by 10 BTC, totaling 64 BTC.
An early Ethereum whale sold 1,000 ETH an hour ago and currently holds 24,619 ETH in its wallet.
The Smarter Web Company increased its holdings by 230.05 BTC, with total holdings exceeding 770 BTC.
Sixty Six Capital increased its holdings by 13.5 BTC again, totaling 145 BTC.
A certain whale deposited 2,121 ETH into OKX three hours ago, expecting a profit of $2.4 million.
Two wallets possibly belonging to the same entity spent $12.37 million to purchase 4,957.66 ETH at an average price of $2,495.
SharpLink Gaming increased its holdings by 4,951 ETH, approximately $12.4 million.
b. DeFi, NFT, On-chain activities
Movement reserve wallet receives 45 million MOVE from Binance, currently facing an unrealized loss of $7.77 million.
The Ethereum Foundation has recently transferred 1,000 ETH to a multi-signature wallet daily, totaling 13,000 ETH.
A new wallet spent 7,980 SOL to purchase 1.08 million Fartcoins.
c. Exchange-related capital flows
Maverick team-associated wallet deposited $5.99 million MAV into Binance.
A certain whale transferred 68,182 ETH to CEX over the past three weeks, worth about $165 million, or a loss of $42.6 million.
A certain whale deposited $1.01 million USDC into Hyperliquid and opened a 5x long position in GRASS.
A certain whale withdrew TRUMP tokens worth $1.74 million from OKX, facing about $1.6 million in unrealized losses.
Early investors like Paradigm Capital transferred 16.75 million ARB to CEX within 12 hours, valued at about $5.85 million.
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Azuki collaborates with COMISMA and Xenotoon to establish an anime studio, Studio Azuki.
Aethir Cloud Drop Season 2 officially launched, limited time for 7 days.
b. Exchanges/Wallets
Prometheum Capital approved to provide agency clearing services for blockchain securities trading.
FTX creditors' representative: Expect claims distributions to continue in October and December next year, as well as in 2027.
PancakeSwap launches on Solana, with account name and profile updated accordingly.
Binance Alpha has launched BUGSCOIN (BGSC); at least 210 Alpha points users can claim the first phase airdrop.
Circle launched developer service Circle Gateway, planning to go live with Base, Ethereum, and other testnets this month.
Bitget Wallet partners with Mastercard to launch crypto payment cards in the UK and EU regions.
Upbit's parent company Dunamu plans to collaborate with Naver Pay to promote the Korean won stablecoin payment business.
c. Public chain/L2
Boba secured $70 million in capital commitments and reached a token transfer agreement with FTX Recovery Trust.
Polygon Labs and GSR jointly launched the Katana blockchain, focusing on DeFi.
Lido DAO dual governance proposal approved, set to go live on July 4.
d. Investment and Financing
Lightchain AI completed $21 million in financing and launched a developer grant program, planning to launch the mainnet this month.
UK cloud mining platform TWL Miner completed $95 million in Series B financing.
Webus secured a $100 million credit line that may be used to establish XRP reserves.
American Bitcoin, supported by Trump's son, raised $220 million to develop Bitcoin mining operations.
DDC Enterprise completed $528 million in financing, with participation from Anson Funds and others.
Tuttle Capital submitted an amendment to change the effective date of a batch of 2x leveraged crypto ETFs to July 16.
Blackcats Universe announces it has completed $3 million in financing.
Pantera Capital launched a digital asset reserve fund, now open to investors.
Limitless completed $4 million in strategic round financing, with Coinbase Ventures participating.
Guoxiong Capital: Invested 200 million yuan to layout in the Web3.0 and cryptocurrency asset fields.
Islamic DeFi project inshAllah completed $2.1 million in seed round financing, led by Alliance DAO.
Lion Group Holdings completed a $5 million purchase program for HYPE, SOL, and SUI tokens.
e. Regulation
U.S. SEC delays decision on 21Shares spot Dogecoin ETF.
New York Attorney General writes to Congress: The GENIUS stablecoin bill lacks protections for investors.
U.S. SEC exploring universal listing standards for token-based ETFs.
Connecticut Governor officially signs Bitcoin reserve ban; the state will prohibit the acceptance, holding, or investment in digital assets.
Monetary Authority of Singapore adds statement: has raised the bar for issuing licenses, generally will not issue.
f. Security
Suspected hacker address repurchased ETH at high levels, currently facing an unrealized loss of about $6.9 million.
ZachXBT: USDC has become the main payment tool for North Korean IT personnel; Circle has not frozen related activities.
Slow Mist founder: Resupply protocol calls out to hackers on-chain, hoping to communicate through Blockscan.
6. 🤖 AI-related
Trusta.AI announces token economic model, with an airdrop ratio of 3%.
Bitget launches smart trading assistant GetAgent, supporting conversational AI trading.
7. 🔧 Tools
8. 💡 Views
BitMEX Research: BTC perpetual contract extreme funding rates have fallen by 90% since 2016.
Matrixport: Bitcoin's performance in July has been outstanding historically; this year may see another round of increases following historical trends.
Pantera partner: The era of AI robots driven by cryptocurrency.
Tim Draper: Bitcoin may replace the U.S. dollar within 10 years.
IOSG Weekly Report | Deregulation policies driving U.S. stock RWA narrative: Opportunities and challenges of tokenized stocks.
Bitwise insists BTC could reach $200,000 this year but is cautious about the prospects for ETH and SOL.
BitMart market report: BTC slightly retreated during the day, altcoins generally fell.
Bloomberg analyst: The U.S. SEC may approve multiple altcoin ETFs in the second half of 2025, with LTC, SOL, and XRP having a 95% approval probability.
Citi: Circle's valuation is reasonable; it is given a buy rating for the first time.
Michael Saylor: If the U.S. wants to become a Bitcoin powerhouse, it must end unfair taxation on miners.
Conversation with Robinhood co-founder: Why don't we create our own chain?
ChainFeeds Newsletter Daily Selected Web3 In-depth Research 'Briefing' + AI-driven hot news ranking to help you make smart decisions.
Analysis: If Bitcoin 'copies' U.S. stock trends, it may set a historical high in July.
Analysis: The amount of Bitcoin purchased by public companies for three consecutive quarters exceeds that of ETFs.
10x Research: Crypto stocks may rise 119% by 2025, potentially reshaping the U.S. stock sector structure.
Bloomberg analyst: The probability of the U.S. SEC approving XRP and LTC spot ETFs this year is very high.
Michael Saylor: Strategy realized a 7.8% Bitcoin yield in Q2, profiting about $4.4 billion.
Everything you need to know about stock tokenization.
