1. 🔬 Opportunities to watch

2. ❇️ DeFi

a. New projects in the past day

  • DipCoin AMM --- Dexs (Sui, 330,000)

  • CreateDAO --- Telegram Bot (Multi-Chain, 0 million)

b. Project list


c. Related projects

  • pump.fun announces PUMP token economics: maximum supply of 1 trillion, 24% reserved for community and ecosystem programs

  • Monad Foundation acquires stablecoin infrastructure project Portal

  • GMGN co-founder: Starting today, users who are clamped after starting MEV can receive official compensation by providing corresponding information

  • Market news: Ripple chooses Bank of New York Mellon as custodian for XRP dollar reserves

  • MyStonks obtains U.S. FinCEN MSB license, compliant entry into international digital securities market

3. 🌏 Macro

  • White House trade advisor Navarro: The Federal Reserve should cut interest rates in July

  • After the Federal Reserve meeting minutes were released, the 10-year Treasury yield fell by 6.5 basis points to 4.352%

  • Citi: The Federal Reserve meeting minutes may echo Powell's testimony, and the 'wait-and-see' period may end by late summer

  • Federal Reserve meeting minutes: All attendees believe it is appropriate to maintain the federal funds rate in the current target range

  • U.S. SEC releases statement on tokenization of securities

  • Institutions: Historic sell-off of U.S. Treasury dollars, funds are flowing into other safe-haven markets

  • Trump: Tomorrow morning, we will release trade-related matters involving at least 7 countries

4. 🐳 Whale Movements

a. Institutions, large investments, whale behavior

  • Justin Sun commits to purchasing $100 million worth of TRUMP, calling it 'MAGA currency'

  • ETH 1CO whale sells another 1,000 ETH, with a cost of only $0.31, cashing out nearly $900 million in the past month

  • Glassnode: Recent holders of over 10,000 ETH whales are accelerating their accumulation, the speed exceeds the level before ETH rose 95% in mid-2022

  • Whale that once made $30 million profit sells 33,582 ETH in the early morning

  • A certain ETH whale has sold 120,000 ETH in the past month, amounting to approximately $317 million

  • A dormant whale address 'wakes up' and transfers 9,000 BTC, approximately $977 million

  • H100 Group increases holdings by 46.93 BTC, total holdings reach 294.5 BTC

  • Whale sells 1.59 million FARTCOIN to buy SPX, BONK, and PENGU, still holding tokens worth $1.46 million

  • The smart money that 'built AAVE at the 2022 low' has once again accumulated 7,964 AAVE, amounting to approximately $2.38 million

  • A certain whale sold 1.07 million Fartcoin and bought 4.4 million USELESS

  • A certain whale sold 69 WBTC and bought 2,881 ETH, gaining $368,000 on WBTC

b. DeFi, NFT, On-chain Activities

  • Four wallets deposited a total of 6.14 million USDC into Hyperliquid to purchase HYPE

  • pump.fun has not transferred SOL to Kraken in the past month

  • The 1inch team spent a total of 6.648 million USDC to buy 33.19 million 1INCH at an average price of $0.2

c. Exchange-related capital flows

  • a16z unloads COMP, transferring a total of 800,000 to CEX within 10 days

  • A whale transferred 66,330 SOL to Binance again, totaling over $116 million SOL deposited this year

  • A whale deposited 9,000 ETH into Binance, approximately $23.68 million

  • A whale transferred approximately $63.37 million ETH to CEX in the last 6 days

  • Data: 26 addresses withdrew liquidity worth $47.59 million in BR tokens within 100 seconds

  • A suspected Arthapala address deposited 3,610 ETH into CEX in the past hour, approximately $9.49 million

5. 📃 Industry

a. NFT & GameFi & SocialFi & DID & DAO & Content Creation

  • Lazy Wealth Management Guide | Upshift announces the first phase of 'Acceleration Tasks'; Perena Vault opens applications (July 9)

  • Elympics: Mocaverse NFT holders will gain whitelist eligibility for token community sales

  • pump.fun founder: PUMP token will empower creators to control finances, will explore potential acquisition deals

  • Story collaborates with World to address AI-generated content infringement issues

  • Backpack announces the launch of an achievement system, allowing users to unlock exclusive badges and titles

b. Exchanges/Wallets

  • OKX DEX aggregator has now integrated support for RWA assets DEX

  • Binance wallet exclusive TGE will launch Velvet (VELVET)

  • Phantom is launching support for perpetual contract trading

  • Kraken and Backed plan to expand xStocks support to BNB Chain

  • OKX launches BTC savings product, starting a new way for BTC wealth management with stable returns

  • Circle and OKX have reached a strategic partnership, OKX users can enjoy instant exchange services between USD and USDC

  • Binance contract will launch PUMPUSDT perpetual contract pre-trading

  • Binance HODLer airdrop launches Lagrange (LA)

c. Public Chain/L2

  • BTTC 2.0 launches a verification node partner mechanism

  • BNB Chain: Users will soon be able to trade tokenized U.S. stocks like Apple, Tesla, NVIDIA through xStocks

  • Setting trading Gas limits? Detailed explanation of Ethereum's new proposal EIP-7983

  • BSC's Fast Finality has now been fully integrated into Binance, reducing final transaction confirmation time to under 4 seconds

  • Polygon plans to deploy Heimdall 2.0 upgrade this week, potentially the most complex hard fork to date

  • Solana LST Market pattern analysis: How does Sanctum become a core winner?

d. Investment and Financing

  • Remixpoint raises 31.5 billion yen to buy Bitcoin, planning to increase Bitcoin holdings to 3,000 coins

  • UK-listed company The Smarter Web Company announces completion of approximately £10.34 million in funding

  • Blockchain technology-focused listed company BTCS announces it will raise its funding target to $225 million to increase Ethereum holdings

  • DeFi asset management protocol Velvet completes $3.7 million financing, with participation from YZi Labs and others

  • H100 Group raises an additional approximately $54 million to advance its Bitcoin reserve strategy

  • NextGen Digital plans to raise CAD 2 million, with funds to be paid in BTC and ETH

  • NEXBRIDGE and NEXPLACE complete $8 million Series A financing, led by Fulgur Ventures

  • GameSquare completes $8 million fundraising, plans to launch Ethereum asset management strategy

e. Regulation

  • UK cryptocurrency users will need to provide personal information to service providers starting next year

  • SEC considers establishing a new fast approval framework for ETFs, draft may be announced this month

  • Korean National Tax Service: Residents receiving virtual asset service payments from overseas companies must report comprehensive income tax

  • U.S. SEC delays approval of BlackRock's spot Ethereum ETF physical redemption method

  • Hong Kong financial regulators join forces with major tech and telecom companies to strengthen the fight against online fraud

f. Security

  • GMX allegedly suffers a hacker attack, losing about $40 million

  • ZachXBT criticizes Circle for inaction on hacker activities again: GMX attackers used CCTP to transfer stolen funds to Ethereum

  • Cyvers Alerts: ZKSpace has seen multiple suspicious transactions, the official X account has been frozen

  • Coinbase partners with Cantina to launch a $5 million bug bounty program, focusing on on-chain products and Base smart contract security

g. Others

  • Tether hoards 80 tons of gold, a glance at its gold token XAUT

  • Trump's second son Eric Trump: Trump does not own a Bitcoin mining company

6. 🤖 AI related

  • Trusta.AI officially launches the AgentGo full-chain identity map system, constructing an identity verification and credit assessment framework

7. 🔧 Tools

  • AI automated investment management tool Glider, led by a16z, has launched a points program

8. 💡 Opinions

  • Mizuho gives Circle stock a 'underperform' rating, questioning USDC's mid-term growth expectations

  • CZ: I heard that more than 30 teams are preparing to launch BNB treasury reserve-related listed company projects

  • CryptoQuant: Bitcoin long-term holders have an average profit of 215%, nearing 300% may trigger a sell-off

  • Interpretation of the 'speed revolution in crypto industry revenue': from protocol construction to attention monetization

  • The old king is dead, the new king is crowned: the power transition of meme token platforms

  • What can we learn from the sell-off events of Celestia and Polychain?

  • Trader Eugene: BTC is still constrained by the key resistance at $110,000, expecting a directional breakthrough this week

  • Matrixport: Multiple factors lead to ETH price showing resilience beyond fundamental expectations

  • Investment bank Piper Sandler: Trump's call for the Federal Reserve to cut interest rates is correct