News linked to this event type.
According to The Block, Standard Chartered Bank analyst Geoffrey Kendrick stated that the market is "severely" underestimating the potential for collaborations between Uniswap and high-quality DeFi protocols such as Robinhood, and expects more similar collaborations to materialize within the next few quarters, particularly those centered around Uniswap.
According to on-chain analyst Onchain Lens (@OnchainLens), a whale has recently significantly increased BTC and SOL long positions, currently holding 1,072 BTC (20x leverage) valued at approximately $66 million, and newly opened 64,339 SOL (10x leverage) long positions valued at approximately $5.2 million; meanwhile, the whale also holds 106,994 HYPE (10x leverage) short positions valued at approximately $7.16 million.
According to JPMorgan analysts, Michael Saylor’s Strategy recently officially launched a Bitcoin sale policy, transforming the company from a pure BTC buyer into a potential seller, introducing an “avoidable two-way risk” to the crypto market.Strategy’s Bitcoin sale policy, named the BTC Monetization Program, allows the company to sell Bitcoin to raise up to $1.25 billion in cash reserves. These funds will be used to pay preferred stock dividends and interest expenses, or to repurchase preferred and common shares, in order to optimize its capital structure.JPMorgan believes that Strategy’s potential future sale of BTC will increase market uncertainty and volatility regarding the price of Bitcoin. Analysts stated that if the company had instead supplemented its future dividend payment reserves by issuing equity, this risk could have been avoided.Strategy currently has a minimum cash reserve target covering 12 months of preferred stock dividends and interest expenses, with its current cash reserves of $2.55 billion sufficient to cover approximately 17 months of dividends. JPMorgan believes the company should increase its cash reserves to cover 24 to 36 months of related obligations. Even if this results in the common stock trading at a discount to net asset value, it would provide greater assurance to investors that the company will not be forced to sell Bitcoin in the short term.
according to Lookonchain monitoring, US Bitcoin ETFs experienced a net outflow of 6,165 BTC today, with a 7-day net outflow of 32,807 BTC; Ethereum ETFs saw a net inflow of 21,568 ETH, with a 7-day net outflow of 54,411 ETH.
according to Arkham monitoring, approximately $30.85 million worth of Bitcoin was transferred about half an hour ago. The funds are linked to addresses associated with Irish drug trafficker Clifton Collins, who had amassed over $400 million in assets through Bitcoin, with some funds later seized by police. Monitoring data shows that his related BTC funds have seen multiple large movements recently:March 24: Approximately $35.44 million worth of BTC was seized by Irish police and transferred to Coinbase Custody;May 19: Approximately $38.19 million worth of BTC was transferred to addresses associated with Wintermute / Binance;July 2: Approximately $30.85 million worth of BTC was transferred to Coinbase Prime Custody.
according to on-chain analyst Ember's monitoring, over the past half hour, whale "sat0shi777" had a short position of 31,600 ETH (valued at $53.5 million) liquidated, which also acted as fuel for ETH's rebound. After the US stock market opened at 9:30 AM, the ETH price successfully broke through its liquidation price of $1,674. This liquidated portion of ETH incurred a loss of $4.64 million. After the liquidation, a remaining ETH short position worth $38.64 million is still held, with the latest liquidation price at $1,764, approximately $50 away from the current price.
: According to Adam, a macro researcher at Greeks.live, Bitcoin has reclaimed the $60,000 level. Currently, GEX is concentrated around the $60,000 mark. As prices repeatedly fluctuate around this key level, both call and put positions have accumulated at this point.However, put positions are currently distributed in the $55,000 to $60,000 range, with a vacuum zone below $55,000. If breached, there is significant room for a decline. Meanwhile, the area above $60,000 is where prices have repeatedly traded in recent months, with more evenly distributed positions. Overall, the downside risk is greater. Macro uncertainty, coupled with capital outflows from the United States, makes it difficult to support the cryptocurrency market. Currently, selling call options offers better value.
Bitcoin rebounded above $61,000 on Thursday, recovering from 21-month lows hit earlier this week, showing signs of stabilization following a period of high volatility. US spot Bitcoin ETFs recorded net outflows of approximately $296 million on July 1, extending the trend of capital exodus. June alone saw outflows of about $4.5 billion, marking one of the worst months on record. Among them, the Grayscale Bitcoin Mini Trust ETF led with a single-day net inflow of $36.3 million.On-chain data indicates that long-term holders have re-entered an accumulation phase after an extended period of distribution, with buying pressure increasing from addresses holding 100–1000 BTC. Currently, approximately 10.83 million BTC are in a state of unrealized loss, surpassing the 9.22 million BTC that are in profit. Glassnode analyst Chris Beamish noted that the Coinbase order book shows increased buying depth, and market makers' Gamma positioning is stabilizing, suggesting structural support is forming. However, the derivatives market remains cautious. The options market Put/Call ratio has risen to a one-year high, with implied volatility increasing, reflecting heightened demand for hedging. Meanwhile, long leverage exposure on Hyperliquid has climbed to a cyclical high, indicating diverging market sentiment.On the price structure front, Bitcoin briefly broke below $58,000 before repeatedly testing support. It currently remains below the critical Gamma Flip zone of around $68,000. The realized price of approximately $53,000 is viewed as a key structural support level. On the macroeconomic front, US non-farm payroll data came in below expectations, pushing back expectations for the timing of interest rate cuts. The broader crypto market remains in a phase of capital rotation and structural competition. (The Block)
Bloomberg senior ETF analyst Eric Balchunas posted that the June ETF market showed "JUNE-SANITY (June Madness)" level performance, with multiple indicators approaching or breaking historical records. Data shows that net ETF inflows for the month reached $191 billion, marking the second-highest single-month level on record, with average daily inflows of approximately $9 billion across about 2,700 different funds.
According to GMGN data, Solana ecosystem Meme coin ANSEM surpassed $180 million to hit a new high, currently reported at $174 million, with a 24-hour trading volume of $31.5 million. Additionally, Arkham disclosed that crypto trader Ansem's unrealized profits on the ANSEM tokens he currently holds have exceeded $100 million.
According to Odaily, "1011 Insider Whale" agent Garrett Jin pointed out in a post that there has been a clear change in market structure this week, with funds within the AI industry chain being reallocated.Change 1: Signs of a cyclical peak in Memory chipsHe stated that Micron's stock price faced resistance and fell back around the $1250 level. Despite earnings results exceeding expectations, the stock price is still declining on increasing volume, displaying typical top-forming characteristics of "weakening after good news is priced in."Concurrently, capital is rapidly flowing out of the memory chip sector. DRAM-related ETFs are experiencing declines on heavy volume, and SK Hynix and Samsung Electronics in the South Korean market are also weakening. Data shows that foreign investors have withdrawn over 100 trillion Korean Won (approximately $650 billion) from the South Korean stock market in the past two months.Change 2: Funds rotating towards AI HyperscalersHe noted that the real direction for absorbing this capital is not small and mid-cap AI concept stocks, but rather the core cloud computing giants represented by Google, Microsoft, and Amazon.Last Friday, when the chip sector came under pressure, GOOG and MSFT had already stabilized on increased volume, and this week META has further strengthened this trend by rallying on high volume.Garrett Jin believes the logic behind this capital migration is the "token optimization trend." As more simple tasks are handled by low-cost models, value will gradually concentrate on the token-based billing cloud services and orchestration layers, rather than the foundational model layer. This also forms the core moat for hyperscale cloud providers. The current strategy should focus on catching up opportunities in hyperscale cloud names.
Nasdaq-listed AI data center company Hyperscale Data, Inc. disclosed its latest Bitcoin holdings. The company added 67 Bitcoins between June 30 and July 1. After this increase, its total Bitcoin holdings have grown to approximately 849, continuing to advance its corporate Bitcoin reserve strategy. (Prnewswire)
CryptoQuant analyst Darkfost stated in a post that the view "the market bottom has formed (the bottom is in)" is continuously emerging in the community, but many people overlook the true meaning of "bottom". From a technical perspective, a bottom usually refers to the lowest point reached during the trend reversal process, specifically the position of the deepest lower shadow on the K-line (even on extremely short timeframes) in extreme cases.
according to sources familiar with the matter, U.S. regulators are investigating allegations brought by Susquehanna International Group. The allegations claim that an unknown insider trader profited $100 million through options bets ahead of the recent Chinese regulatory crackdown on cross-border brokerages Futu and Tiger Brokers. Susquehanna made these allegations public in a lawsuit filed in the Manhattan federal court on June 29.The sources indicated that the U.S. SEC is reviewing the trades described in the market maker's complaint. In its lawsuit, Susquehanna claims it lost over $70 million as the counterparty to much of the alleged insider trading. The lawsuit states that traders purchased options traded on U.S. exchanges of Chinese securities firms, which subsequently became the target of a regulatory crackdown on May 22. The scope and stage of the SEC investigation are currently unclear. A U.S. judge on June 29 granted Susquehanna's request to freeze the relevant accounts. The Chinese government stated that Futu and Tiger Brokers were providing unlicensed trading services to mainland residents. The stock prices of both companies fell following the announcement on May 22. Futu was fined 1.85 billion yuan in regulatory penalties, and founder Leaf Li saw his wealth decrease by $1.7 billion in a single day. (Straits Times)
According to Hyperinsight monitoring, over the past hour, a whale chased the rise of HOOD with 10x leverage, with a position size of $1.12 million, an average price of $109.6, and a relatively aggressive liquidation price set at $103.6. Meanwhile, the address simultaneously opened a 25x leverage BTC long position with a size of $2.76 million and an average price of $60,494.
According to on-chain analyst Ember monitoring, a whale (0x50b...9f20) previously opened a short position of 54,200 ETH at an entry price of $1,541.3, with a liquidation price of $1,674.4. ETH has now risen to $1,646.2, and this position is just $28 away from the liquidation price.
According to on-chain analyst Onchain Lens (@OnchainLens), a newly created wallet address 0xE06 deposited approximately 2.27 million USD Coin (USDC) and 21.14 Bitcoin (BTC), totaling approximately $1.27 million. Subsequently, the address opened a 20x leveraged long position on 230,583 Solana (SOL), with a position value of approximately $18.1 million, and still has open orders to further increase the SOL position.
According to Lookonchain monitoring, a whale recently withdrew another 5,926 ETH from Binance, worth $9.58 million. Over the past two days, the whale has withdrawn a total of 15,802 ETH from Binance, valued at $25 million, and has staked them.
According to Glassnode data, long-term holders—wallets that have held coins for at least 155 days—have shifted from net distribution to net accumulation, indicating a recovery in BTC demand. Small and medium-sized wallets are leading a broad trend of buying the dip, while the largest whale wallets remain mostly neutral. Analysts say it is still too early to conclude that the market has entered a full accumulation phase. (CoinDesk).
the Hong Kong Securities and Futures Commission (SFC) today published the "2025 Asset and Wealth Management Activities Survey," revealing that Hong Kong, as a leading global asset and wealth management hub, performed exceptionally well in 2025. Total assets under management (AUM) increased by 20% year-on-year to a record high of HKD 42.2 trillion (USD 5.4 trillion).This record-breaking AUM surpasses the 2021 high of HKD 35.5 trillion (USD 4.6 trillion), with growth partly driven by net capital inflows, which surged 193% year-on-year to HKD 2.1 trillion (USD 265 billion), marking the third consecutive year of increase. Across various sectors, AUM from asset management and fund advisory businesses rose by 19% year-on-year to HKD 31 trillion (USD 4 trillion), while AUM from private banking and private wealth management businesses saw a larger increase of 24% year-on-year to HKD 12.9 trillion (USD 1.7 trillion). (Hong Kong Securities and Futures Commission)