1. 🔬 Opportunities to watch
Plume launches SkyLink to unlock cross-chain RWA yields on the TRON network
2. ❇️DeFi
a. New projects in the past day
xSui --- Liquid Staking (Sui, 5.39 million)
BIM --- Yield Aggregator (Multi-Chain, 340,000)
YeiSwap --- Dexs (Sei, 0)
EagleFi --- Dexs (Massa, 40,000)
More Vaults --- Onchain Capital Allocator (Flow, 50,000)
b. Project list
c. Related projects
Backpack: Users who profited during previous position confusion can dispose of assets themselves, and users who incurred losses are fully compensated
Mercado Bitcoin plans to tokenize $200 million of regulated financial assets on the XRP ledger
Babylon: Bitcoin multi-staking testnet set to launch in Q3 2025
TrumpMeme: TRUMP token about to launch on the Tron network
Airwallex is forming a stablecoin platform team to build a global token settlement system
Aevo: Completed token buyback in June, totaling 1 million AEVO
BTFS protocol v4.0 mainnet officially launched
Threshold Network launches tBTC on the Sui blockchain
3. 🌏 Macro
US Treasury Secretary Basent: The market may be pricing economic fundamentals based on possible interest rate cuts
White House trade advisor: The Fed chair Powell's decision to maintain interest rates is causing serious damage
Federal Reserve research report warns: Economic outlook is uncertain may see zero interest rate risk again
Goldman Sachs: The Federal Reserve may cut interest rates earlier
Trump announces a 25% tariff on South Korea
Bitcoin spot ETF saw a net inflow of $770 million last week, with a continuous net inflow for four weeks
Ethereum spot ETF saw a net inflow of $219 million last week, with a continuous net inflow for eight weeks
4. 🐳 Whale movements
a. Institutions, large investments, whale behavior
Last week, global listed companies net bought $275 million in BTC, Strategy did not purchase bitcoin this week, DDC completed its first round of financing, having raised $53 million for bitcoin purchases
A hacker spent 12.5 million DAI to buy 4,863 ETH
Semler Scientific increases holdings by 187 BTC, total bitcoin holdings rise to 4,636 BTC
US-listed company DDC increases holdings by 230 BTC
‘Insider whales’ high leverage short positions face partial liquidation, cumulative losses reach $15.7 million
UK-listed company Smarter Web Company increases holdings by 226.42 BTC, total holdings reach 1,000 BTC
A giant whale bought 4,862.95 ETH on-chain in two transactions, total value $12.49 million
b. DeFi, NFT, On-chain activities
Bitfinex report: BTC price is consolidating as whales reduce holdings
Possibly influenced by on-chain burning news, GT rises 2.44%
Bonk Guy exchanged his SAVIOUR for USELESS and burned it all, valued at $223,000
c. Exchange-related fund flows
Suspected Arthapala address cumulatively deposited 57,119 ETH to CEX, approximately $147 million
A whale deposited 1,200 BTC to Binance in the past 7 hours
A giant whale withdrew 7 million FORM from Binance within the last 2 hours
Whales withdrew 620,000 UNI from OKX over three days, valued at approximately $4.6 million
The 1inch team investment fund withdrew 5.01 million 1INCH from Binance half an hour ago
Whales withdrew nearly 7,000 ETH from Binance within 19 days, most of which are used for staking
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Jack Dorsey launches decentralized chat app bitchat, supporting offline encrypted communication
Xterio begins PAL staking activity, current expected annualized yield for XTER pool is 5281.71%
Ave.ai supports xStocks protocol, launches on-chain US stock trading function
Virtuals: Genesis airdrop will no longer be automatically distributed, users need to manually claim
Abstract and Modhaus reach a strategic cooperation to support on-chain fan interaction experience
b. Exchanges/wallets
OKX Star: Only about 1% of users will receive inquiries about funding sources or work/residence information, aimed at ensuring the platform is not abused
Binance to launch MUSDT perpetual contract with up to 50x leverage
FTX creditor representative: Total claims expected to be allowed at $11 billion, judicially restricted claims total $470 million
Binance announces that the latest 'real-time smart money' feature is now live
Binance to add observation tags for BAKE, IDEX, and SLF
Solayer's emerald card has launched personal sub-accounts, supporting custom labels and setting different limits
In the past 24 hours, BR trading volume accounted for 64.5% of Binance Alpha trading volume
c. Public chain/L2
Vitalik Buterin and Toni Wahrstätter jointly propose EIP-7983
TON Foundation: UAE golden visa program has not reached any formal agreements yet
d. Investment and financing
Swedish company Hilbert Group, listed on US stock market, received $21 million in funding to support cryptocurrency reserve strategy
Monad ecosystem DEX project Kuru Labs completed $11.5 million Series A funding, led by Paradigm
Strategy plans to issue STRD stock to raise $4.2 billion
MCNEX and PlayFirst jointly invest $5 million to establish a Web3 finance and gaming aggregation platform
CoreWeave to acquire digital infrastructure company Core Scientific through an all-stock transaction
e. Regulation
Robinhood's tokenized stocks face EU scrutiny, Lithuania's central bank demands clarification of product structure
Hong Kong Investment Promotion Agency director: Currently, stablecoin operators are negotiating to set up in Hong Kong
Reporter: The US House fundraising committee's hearing on 'digital asset tax policy framework' will be postponed
Hong Kong Financial Secretary: Aiming to issue stablecoin licenses within this year
US SEC confirms receipt of Truth Social's spot bitcoin and ethereum ETF applications
Trump administration's digital asset task force will submit its first important report on cryptocurrency policy on July 22
US SEC document: As of June 30, Strategy's digital asset value was $64.36 billion
US SEC delays approval of Fidelity's spot Solana ETF
Hong Kong virtual asset OTC trading custody services are to be primarily regulated by the SFC rather than customs
Russia establishes a registration system for cryptocurrency mining equipment to strengthen regulation
f. Security
KOGE trading competition prize pool was distributed abnormally, a user will be banned for 52 years
g. Others
Spain's second largest bank BBVA launches cryptocurrency trading and custody services for retail clients
US-listed company Murano plans to build a bitcoin financial strategy, having purchased 21 bitcoins
US-listed company Aditxt launches bitcoin strategic plan 'bitXbio'
Genius Group: Plans to achieve a purchase plan of 10,000 BTC within 12-24 months
BitFuFu: As of the end of June, bitcoin holdings increased to 1,792 BTC
Payment company Worldpay launches domestic acquiring services in Thailand
Bitcoin core developer Jon Atack arrested in El Salvador due to neighborhood disputes
Elon Musk's party founding sparks discontent, investment company Azoria delays Tesla ETF listing
6. 🤖 AI-related
Robinhood spokesperson: indirectly holding shares in OpenAI through a certain SPV, the price of OpenAI tokens is linked to the value of shares held by that SPV
Decentralized AI training platform FLock.io token staking volume exceeds 60 million, accounting for 31% of circulating supply
Besides AI localization, what recent changes have occurred in the AI track?
7. 🔧 Tools
Etherscan announces the launch of HyperEvmScan blockchain explorer
8. 💡 Insights
Polymarket predicts a 56% probability that 'WLFI will exceed $13 billion FDV on the first day of launch', with potential returns of up to 867% for a round of public offerings
CZ: Binance achieved about $1 billion in profit in its first year
FTX high-value creditors: Some creditor agents or intermediaries are selling anxiety to drive down debt prices, estimated arbitrage space of 20% to 30%
Analysts: Bitcoin whales increasing their positions at historical highs indicate possible preparations for future price increases
SignalPlus macro analysis special edition: Up Only
Trader Eugene: Betting on a breakout in the market this week, has re-entered long positions in ETH, ETH is currently the clearest bet
Podcast summary: Listen to Zama CEO Rand Hindi discuss FHE and privacy computing
Exclusive interview with CZ: From bitcoin believer to head of the world's largest exchange, I don't want to live a life of escape and hiding
UAE contradicts TON golden visa, what other reliable options are there for Web3 visas?
QCP: If BTC breaks through the $110,000 resistance level, it may trigger a new round of buying
Bernstein: Although Robinhood and OpenAI are controversial, the trend of tokenizing stocks is inevitable
Greeks.live: Bitcoin bulls must defend the critical price level of $105,000
Matrixport: The market lacks new driving factors, retail trading activity continues to be sluggish
Vitalik: Previously supported loose permissions, now more focused on Copyleft
