1. 🔬Opportunities to watch
Market news: Ripple seeks to apply for a banking license in the U.S.
Ondo Finance: On-chain U.S. stock platform Ondo Global Markets will launch this summer.
The first ETF to offer native SOL staking rewards, SSK, has been listed and traded in the U.S.
2. ❇️DeFi
a. New projects in the past day
P2PFlip --- Prediction Market (Matchain, 0 million)
THENA INTEGRAL --- Dexs (Binance, 9.74 million)
Hyperion DEX --- Dexs (Titan, 580,000)
Arch Swap --- Dexs (Botanix, 0 million)
b. Project list
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
Bitcoin DeFi project BOB launches BitVM Bridge testnet, mainnet expected to go live in Q4.
BounceBit plans to launch tokenized stock products in Q4.
Kaito has launched Surf, with rewards including 100,000 CYBER tokens and Surf Waitlist points.
AllUnity has obtained an EMI license from Germany's BaFin and will issue the euro stablecoin EURAU.
ETHCC8 conference day one summary: NEAR gearing up for major moves in Q3, Olas exploring DeFi use cases.
Robinhood has minted 2,309 OpenAI stock tokens on Arbitrum.
Valour launches 8 cryptocurrency ETPs, covering BCH, ALGO, POL, etc.
Echo officially launches TGE, promoting the leap of Aptos BTCfi ecosystem.
Ethereum Community Foundation has officially been established, planning to promote the price increase of ETH.
3. 🌏Macro
U.S. Treasury Secretary Yellen: The Fed may cut rates in September or sooner.
Traders increase bets on at least two rate cuts by the Fed before the end of 2025.
U.S. June non-farm payroll report to be released tomorrow.
The U.S. and Vietnam are reportedly about to reach a trade framework.
The 'little non-farm' figures recorded a negative value, the largest decline since March 2023.
The European Central Bank plans to launch a pilot for blockchain euro settlement in 2026.
Trump: The 'Too Big to Fail' bill is about economic growth.
U.S. June ADP employment change -33,000, expected 95,000.
The U.S. M2 money supply reached $21.94 trillion, a record high.
U.S. June Challenger layoffs totaled 47,999, down from 93,816.
The market has fully priced in the possibility of a rate cut in September.
A 15-day streak of net inflows ends as Bitcoin spot ETF saw a total net outflow of $342 million yesterday.
Digital payment company Mogo announces it will allocate $50 million in Bitcoin for capital preservation.
Financial Times: Silicon Valley tycoons are starting banks to support cryptocurrency companies.
Today, the U.S. Bitcoin ETF net outflow was 2,180 BTC, while the Ethereum ETF net outflow was 4,162 ETH.
U.S. listed company Addentax plans to acquire 12,000 BTC.
JPMorgan seeks to tokenize carbon credits and has partnered with three carbon credit companies.
Bank of America clients sold U.S. stocks at the fastest pace in 10 weeks.
4. 🐳 Whale movements
a. Institutions, large investments, whale behavior
Ethereum 1CO whale sells 501 ETH again, still holding 2,410 ETH.
H100 Group increases holdings by 47.33 BTC, total Bitcoin holdings reach 247.54 BTC.
The 'insider whale' increased their BTC and ETH short positions last night, currently with unrealized gains exceeding $3.23 million.
After nearly 3 years of silence, a whale deposited 2,450 ETH into Kraken, making a profit of $2.8 million.
The short position of the insider whale was liquidated again after increasing the position by $50 million.
b. DeFi, NFT, On-chain activities
A whale deposited 15.66 million USDC into Hyperliquid and shorted ETH with 10x leverage.
c. Exchange-related capital flows
After 7 months of silence, a whale withdrew 8,033 AAVE from CEX, worth $2.09 million.
A wallet deposited 35 million H to the exchange platform 12 hours ago, approximately $2.7 million.
Three wallets withdrew 2,797 ETH from CEX, worth $6.86 million.
A whale withdrew a total of 1,345 BTC from Binance in the last 2 hours, approximately $143 million.
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content creation
Mira has launched the AI-driven social product Yap Map.
MyStonks users exceed 10,000, with over 146 stock tokens.
Bella Protocol launches new on-chain AI interactive game Token Yugijo.
Cookie Snaps has launched vooi, with 1.25% of total token supply allocated to platform users.
Owlverse is about to launch, creating a DePIN-driven intelligent computing power launch platform.
Owlverse is about to go live, aiming to create a new world driven by artificial intelligence and distributed computing.
b. Exchanges/wallets
Backpack: Personal DeFi positions can now be viewed in the Backpack Wallet.
Bitcoin savings app Bitstack becomes the first company in France to obtain a license as a crypto asset service provider.
Binance Alpha will launch Echo Protocol, users with at least 170 Alpha points can receive airdrops.
Anchorage Digital appointed as custodian and equity partner for REX-Osprey SOL spot ETF.
Coinbase acquires token management company Liquifi.
Coinbase: Prime Onchain Wallet now supports Solana trusted program ID management.
Binance will launch ICNT perpetual contracts and Alpha trading.
OKX Wallet opens KOKOK trading arena, with a total reward equivalent to $100,000.
Binance VIP borrowing now includes NEWT and SAHARA as borrowable assets.
Belgium's KBC Bank will offer BTC and ETH investment services to retail customers.
Binance will remove four spot trading pairs, including ACT/EUR, on July 4.
Italian banking group Banca Sell collaborates with Fireblocks to trial stablecoin custody.
d. Investment and financing
Trump-backed American Bitcoin raises $220 million for Bitcoin mining.
Bit Digital underwriters fully exercise the over-allotment option, raising $162.9 million, which may be used to purchase ETH.
DeFi Development will raise $100 million through convertible bonds to increase holdings in Solana and buy back shares.
1RT Acquisition plans to raise $150 million through an IPO to expand its digital asset and fintech business.
BitMiner pivots to Ethereum treasury; stock jumps 10x after $250m raise and new strategy.
Galaxy closes $175m Ventures Fund I — backing early-stage infra, tokenisation, and stablecoins.
Jingji Financial International invests $12 million to subscribe to Amber International shares.
Norwegian mining company Green Minerals signs a financing agreement of about $25 million to increase its Bitcoin holdings.
Matrixport Ventures has invested $3 million in tokenized gold XAUm.
Thesis acquires Bitcoin rewards platform Lolli.
VCs ramp up bets as crypto enters its next cycle — funding hits $25b.
e. Regulation
Crypto reporter: It remains uncertain whether the GENIUS bill will be amended before the final vote.
A U.S. judge allows Celsius to proceed with the $4 billion Bitcoin liquidation lawsuit against Tether.
The U.S. House of Representatives has begun meetings to discuss the 'Too Big to Fail' bill.
f. Security
DeFi lender Resurrect Finance exploited for $93 million.
Resupply dev donates $1.4M after $9.3M exploit to help cover losses.
ZachXBT: North Korean developers have received over $16.58 million in payments from the crypto sector this year.
6. 🤖AI related
7. 🔧 Tools
Llama Update 🦙 Build custom charts, tables, and dashboards with DefiLlama Pro Dashboards.
8. 💡 Insights
1confirmation founder: Coinbase has been hoarding ETH, Robinhood will follow suit.
LD Capital founder: If ETH breaks $3,000, it will bring a real bull market to the industry.
Matrixport: Bitcoin is gradually transitioning from a high-risk asset to a new asset class that aligns more with institutional prudential standards.
CZ: Willing to assist the U.S. in becoming a crypto capital; other countries will follow the U.S.'s lead in crypto policy.
Bernstein: Coinbase is promoting the use of USDC in payment and financial services.
Bitwise: 2025's top 10 crypto predictions mid-year review.
SkyBridge Capital founder: The craze of crypto reserves by publicly listed companies will eventually fade.
Grayscale: In the second half of 2025, crypto assets will receive favorable macroeconomic support.
Michael Saylor: Bitcoin is currency; everything else is credit.
U.S. SEC Chairman Paul Atkin: Stock tokenization is on the rise.
Greeks.live: Some traders remain cautiously optimistic about Bitcoin's V-shaped reversal.
Bitwise Chief Investment Officer: Ethereum ETF inflows could reach $10 billion in the second half of the year.
In the era of consumption downgrade, how does Coinsidings' 'consumption equals holding stock' model achieve inflation hedging?
Insight: After stock tokenization, new risks related to cryptocurrencies may be introduced into the stock market.
Standard Chartered: Bitcoin is expected to rise to $135,000 in Q3, setting a new historical high.
Korean virtual asset investment is shifting from speculation to strategic allocation.
In-depth comparison of 8 major Launchpads, who will be the champion of 2025?
Jupiter co-founder: Classic AMM is not suitable for stock tokens; a new model needs to be designed to achieve higher liquidity.
Spring River warms, Meme prophet? A quick overview of recent hot Meme tokens.
Ripple CEO: Linqto's 4.7 million shares of Ripple stock were all purchased from the secondary market; Linqto has no business dealings with Ripple.
