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$SPK What is Spark Protocol?

Tags: DeFi Lending

Ecosystem (4): Ethereum Optimism Gnosis Chain Unichain

Established: 2023

Spark Protocol is a decentralized lending market launched by MakerDAO, integrating direct lending functionality within MakerDAO. Through Spark, users can obtain DAI loans using assets such as ETH, stETH, sDAI.

Sitting in his Hong Kong office, Arthur Hayes calmly says this while looking out at the towering skyscrapers of Central. The inventor of cryptocurrency perpetual contracts has just made a shocking market prediction: Bitcoin will reach $250,000 by the end of the year, and the frenzy of altcoins is nearing its end.
Only learn rolling spot trading

Benefits of rolling spot trading strategies in the crypto space

1. Low risk, suitable for retail investors 💰 small investment for big returns

2. Follow some overseas institutions, whales, and market makers to buy in

3. Frequent changing of coins 🉑 reduces the possibility of being stuck

4. The success rate of initiating a main uptrend 🉑 reaches 100%

$BTC DWF Ventures stated on platform X that more and more publicly listed companies are beginning to adopt cryptocurrency reserve strategies, having invested over 40 billion dollars in the digital asset space in just the past year. This trend highlights a significant shift in corporate capital management practices. A total of 14 companies have been confirmed to publicly adopt this strategy, with their total holdings in crypto assets now exceeding 76 billion dollars. These companies include publicly listed firms such as Strategy, Trump Media, GameStop, Metaplanet, Tesla, and Semler Scientific.

Ordinary people learn rolling warehouse trading to achieve freedom.

$BTC DWF Ventures stated on platform X that more and more publicly traded companies are beginning to adopt cryptocurrency reserve strategies, having invested over $40 billion in digital assets in just the past year. This trend highlights a significant shift in corporate capital management. A total of 14 companies have confirmed their public adoption of this strategy, with their total holdings of cryptocurrency assets now exceeding $76 billion. These companies include Strategy, Trump Media, GameStop, Metaplanet, Tesla, and Semler Scientific among others.

Ordinary people learn rolling warehouse trading to achieve freedom.

According to BitMart's market report on June 27, 2023, the total market capitalization of the cryptocurrency market is approximately $3.28 trillion, a decrease of 1.03% from the previous day; the total net inflow of BTC spot ETF yesterday was $63 million, with BTC fluctuating in the range of 106,000 to 107,000 USDT, and the short-term moving average gradually converging with the medium-term moving average, indicating a lack of direction in the short term for the price; although ETH has shown relative resilience near 2,400 USDT, the technical outlook remains bearish. The MACD death cross signal continues, with the price running below the short-term moving average and weak short-term momentum. Yesterday, the total net outflow of ETH spot ETF was $32 million; the altcoin market has entered a phase of technical adjustment, with risk sentiment cooling down simultaneously; the Fear and Greed Index reported today at 49, maintaining market sentiment in a neutral range; the comprehensive long-short ratio is 1.01, with slight bullish sentiment prevailing in the short term; investors are advised to pay attention to subsequent ETF capital flows, macroeconomic data, and the rotation of altcoin funds, while being cautious of the risk of increased volatility.

It seems that Trump's team really intends to give up on TRUMP, and they are not planning to pump it anymore. After all, the Trump family wlfi is about to issue a new coin, and pumping it is not as profitable as issuing a new coin. The investors who are stuck at high prices with TRUMP will probably never be able to get out of their positions. Regarding the new coin that the Trump family wlfi is going to issue, I want to ask if anyone will still buy it???

$ENA Ethena has reached an agreement with Germany's BaFin, and USDe has begun a 42-day redemption process, completely withdrawing from the EU.

Redeem by August 6; after that, you'll have to rely on the offshore structure in the BVI—this is actually significant, as it marks the official liquidation of the compliance pathway in Germany and throughout Europe.

To be honest, this is not a direct negative for $ENA , but it is certainly not a positive either. There were hopes for some narrative to be built around Europe, but that has now been cut off.

$USDe is essentially a 'substitute for US Treasury yields' under non-US regulation, but this round of regulatory conflict shows that its operational space is still very limited.

If you were holding $ENA with the expectation of stablecoin market share in the medium to long term, it might be time to reassess.

$SAHARA SAHARA Project Introduction SAHARA, a project that claims to be a "blockchain version of cloud storage," attempts to use blockchain technology to allow users to rent out their idle hard drive space for file storage and profit from it. At first glance, this seems very similar to the model of Filecoin, but SAHARA is more like a "lightweight" player with a relatively smaller scale.

That is approximately 0.02.

$BTC Since 2021, China has comprehensively cracked down on Bitcoin mining and trading activities. Even if companies hold it, it is not convenient for them to disclose it publicly, let alone list it as a core asset.
High information disclosure risk
Chinese listed companies may face regulatory risks when disclosing BTC holdings in their financial reports, so many 'potential holders' choose not to disclose. Different market orientation
China's capital market places more emphasis on traditional profit models and compliant operations, and holding the highly volatile BTC may be considered 'speculative' behavior.

$SEI Stablecoin Theme Gaining Momentum

KAIA, SEI, and LQTY Surge, The Logic Behind:
• Kakao Pay Leads South Korean Social Public Chain Preparing to Issue Stablecoins;
• SEI Selected as the Official Stablecoin Public Chain by a Certain State in the U.S.

With both policy and capital support, the stablecoin sector has been ignited.

On June 24, 2023, according to Globenewswire, "ETH Version MicroStrategy" SharpLink Gaming announced that it has expanded its ETH treasury holdings to 188,478 coins, spending $30,674,829 (including fees and expenses) from June 16, 2025, to June 20, 2025, at an average price of $2,513 for an additional purchase of 12,207 ETH.

There will still be a big market; if any major cryptocurrency drops sharply,

everyone should pay attention to the U issuance signals in the group, preferably + whale 🐳 large holders, institutional buying signals 📶

Dollar-cost averaging.

$BTC Learning Spot
The Benefits of Rolling Warehouse Trading Strategies
1. Low risk, suitable for retail investors 💰 Small bets for big gains

2. Follow whales and market makers, buying and selling with top global traders on Binance

3. Reduce the possibility of being trapped

4. The success rate of starting a main upward wave is as high as 100%

Retail investors holding 1000u can still earn thousands of millions

$SOL Attention, this week the macro environment remains turbulent.

CME data shows that the probability of a rate cut in July is only 15%, but the expectation for a rate cut in September is close to 70%. There are currently no results from the negotiations between the US, Japan, and Europe regarding currency intervention, and it is estimated that this will be dragged out until the critical point on July 9th.

Meanwhile, Federal Reserve officials will be speaking intensively: on Monday, Bowman, on Tuesday and Wednesday, Powell will take the stage, and on Wednesday, there will also be FOMC permanent voting member Williams, who is expected to focus on releasing signals related to rate cuts, which will have a significant impact on the market. On Thursday, initial jobless claims will be announced, and on Friday, the most important May PCE data will be released. Coupled with the ongoing tense situation in the Middle East, volatility this week is bound to be severe, and high-leverage operations need to be extremely cautious.

In the market, Pump has once again become the "bull market terminator." The originally scheduled public offering on June 20 has been postponed to July, and July is also a time for increased tariffs, causing a significant disruption in the rhythm. Let's hope he can release it this round, allowing the market to catch its breath.

Regular Investment
New Trend: IPO Wave Rising

OKX plans to go public in the US, and the signals released behind this are very clear—stablecoins, exchanges, and public chains are opening up new windows for compliance and capital markets. The next ones could be DEFI, AI, RWA, or even memes. But remember: only the leading ones can sit at the table. Avoid the second and third-tier players.

Summary: This week is packed with risk events, intensive speeches from officials, and significant market fluctuations, still in a critical stage of a tug-of-war between bulls and bears. Control your positions, focus on the leaders, and wait for directional confirmation.

On the 21st of the month, $BTC 6, the foreign exchange market fluctuated, and the US dollar index remained stable, reaching a three-week high against the yen, reflecting the market's comprehensive response to the cooling situation between Iran and Israel and the Fed's policy shift.

Federal Reserve Governor Waller expressed support for a rate cut as early as July, and Powell will testify before Congress next week, his tone likely to influence short-term dollar and asset price trends.

The Bank of Japan stood pat, but economists expect an increased likelihood of rate hikes before autumn, while the Bank of England maintained rates at 6:3, reflecting deepening internal divisions. Positive signals from Middle East negotiations have emerged, but the market remains cautious about trade war and inflation risks, with central bank actions across multiple countries becoming a key focus for the market. Bitunix analysts suggest that next week's Powell testimony and geopolitical news could be catalysts for volatility, advising investors to wait for directional confirmation before making plans.

BTC support is at $103,300-$102,700, still maintaining a short-term upward trend.

$UNI 1confirmation Founder Nick Tomaino

In a post on platform X, he stated that if Ethereum is regarded as the "New America," then the builders of the Ethereum ecosystem are the "Founding Fathers." Uniswap is equivalent to the New York Stock Exchange, Aave is like Bank of America, Polymarket is akin to The New York Times, Opensea and NFT projects are comparable to Disney, SuperRare is like MoMa, and Nexus Mutual is similar to State Farm.

$VANA 12.17 began high and has continued to drop on Binance

CZ's strong backing: On February 24, YZi Labs announced a strategic investment in Vana, with CZ entering as an advisor, injecting strong confidence into the ecosystem.
Top summit appearance: On March 10, Vana co-founder Anna appeared alongside Vitalik Buterin at the fifth Open Source AI Summit to discuss the future of 'data democratization'.

Vana financing information and investors

Vana has completed a total of $25 million in financing, including:
$5 million in strategic financing completed in September 2024, led by Coinbase, with other participating companies not disclosed.
$18 million in financing completed in December 2022, led by Paradigm, with participation from former Paradigm partner Casey Caruso, Polychain Capital, among others. This round of financing was not publicly disclosed until April 2024.
An additional $2 million in financing which Vana has not disclosed details about.

$BTC The chart below is a weekly line chart of MicroStrategy. It can be seen that the price is near the previous high, but the MACD shows a significant divergence, and there is a weekly death cross appearing, which is a typical bearish signal. Generally speaking, MicroStrategy acts as a leading indicator for BTC, and in the past few years, its peaks have occurred slightly earlier than BTC.

Looking at the daily chart of Bitcoin, there is a descending flag pattern, and it has already broken below the lower edge of the channel, with the target being to return to the price around mid-April.

In macro events, the Federal Reserve maintained its benchmark interest rate unchanged as the market widely expected. However, the policy committee still maintained a hawkish stance, emphasizing that short-term inflation expectations remain high and listing tariffs as a key upward risk. Officials reiterated their preference for a wait-and-see strategy to await further clarity on the inflation path. The market's sensitivity to geopolitical headlines continues to decline, including ongoing tensions with Iran. The countdown to the trade war has begun. As the July 9 deadline for the EU tariff suspension approaches, the U.S. has only reached one agreement with nearly 195 potential trading partners. Negotiations have stalled, and leaks have become a stale refrain, with the market's reaction to gradual tariff news becoming increasingly muted. The following time points remain crucial: July 14: The EU plans to implement retaliatory tariffs on the U.S. August 12: The 90-day tariff ceasefire between China and the U.S. ends August 31: The long-term tariff exemptions on Chinese imports expire. These points in time may trigger periodic declines in risk assets. However, QCP's baseline scenario remains optimistic: Given the intersection of both parties' interests, U.S.-China trade negotiations are more likely to lead to a stable outcome, which will support the continued rise of risk assets. Currently, the market risk reversal indicator remains in negative territory (put option premiums over call options), reflecting cautious market positioning and expectations for a short-term pullback.

$BTC Bitfinex Alpha report points out: Bitcoin (last week) showed a strong rebound at the beginning of this week, rising 4.7% from the weekly opening price, and briefly tested the previous historical high of $109,590. However, after the unexpected Israeli attack on Iran on June 13 led to a global market crash, optimism was quickly replaced by risk aversion. Bitcoin retraced most of its early gains, falling 7.33%, and closed lower this week due to rising oil prices and macroeconomic uncertainty severely impacting investor sentiment. This event highlights that even strong trends can quickly derail due to external shocks, especially in a hot market. Beneath the surface, traders' behavior reveals increasing pressure. The net buying volume of Bitcoin plummeted to -$197 million (see chart below), the lowest level since June 6, indicating that sellers have taken control of the market, aggressively dumping BTC at market prices. However, this sell-off, combined with a surge in liquidation volume, resembles past capitulation sell-offs—such sell-offs often signal a local market bottom. If Bitcoin can hold the range of $102,000 to $103,000, it may indicate that the selling pressure is being absorbed, and the market may be ready for a recovery—provided that geopolitical risks do not escalate further.

$BTC QCP Capital stated in its latest market view that despite the escalating tensions in the Middle East, Bitcoin (BTC) has not experienced a panic sell-off. After a brief pullback influenced by news from Iran and Israel last Friday, BTC rebounded from $102,800 to $107,000, with overall market sentiment stabilizing. QCP pointed out that BTC's price resilience is supported by continued institutional accumulation, including 'buying the dip' actions from companies like Metaplanet and Strategy, as well as BTC spot ETFs recording net inflows for seven consecutive weeks. In comparison to last April, when a similar situation led to a drop of more than 8%, this time BTC has only declined by about 3% and has maintained the crucial psychological level of $100,000, demonstrating enhanced market resilience. Additionally, the implied volatility of BTC short-term options remains below 40, the VIX index is around 20, and U.S. Treasuries along with some Asian sovereign bonds continue to attract capital inflows, indicating that the overall market has not fully entered risk-off mode. However, QCP also cautioned that if the Strait of Hormuz is blocked due to the situation in Iran, or if the U.S. directly intervenes in the conflict, it could trigger a surge in oil prices and disrupt global risk assets. Yet, structurally, this macro misalignment and geopolitical turbulence may continue to drive BTC's appeal as a 'safe asset'.