News linked to this event type.
据链上分析平台 Lookonchain 监测，Jaredfromsubway 事件攻击者在资金操作中出现明显损失。该地址一个月前窃取约 770 万美元 资金后将其兑换为 以太坊，随后以约 1695 美元 的价格卖出 2327 枚以太坊，总价值约 394 万美元；又于约 10 小时前 以约 1912 美元 的价格回购 2063 枚以太坊，同样耗资约 394 万美元。按此计算，其此次操作累计亏损 264 枚以太坊，约合 50.5 万美元。
CryptoQuant analyst abramchart stated that data shows Bitcoin recently recorded significant inflows into accumulation addresses, with over 38,000 BTC transferred into wallets typically associated with long-term holders and OTC settlement. On the surface, this movement leans positive, but when considered alongside the realized price of accumulation addresses, market signals remain relatively complex.
Odaily News: Cybersecurity company Cloudflare released its earnings report and raised its full-year profit outlook, projecting adjusted earnings per share of $1.25 to $1.26 for 2026, up from the previously estimated $1.19 to $1.20 and exceeding Wall Street analysts' expectations of $1.20.The company's second-quarter results also surpassed market expectations. Cloudflare stated that as AI applications expand rapidly, demand for network infrastructure and security services from enterprises continues to grow. CEO Matthew Prince noted that the internet is shifting toward AI answer engines and agent-driven business models, with machine-to-machine traffic reshaping the network ecosystem.In May this year, Cloudflare announced layoffs of approximately one-fifth of its workforce and advanced its AI agent-first strategy. The company's stock price has risen 44% year-to-date. (Bloomberg)
According to monitoring by on-chain analyst Ai Yi (@ai_9684xtpa), the hacker address that previously attacked the MEV bot Jaredfromsubway.eth and caused over $7.5 million in losses has shown unusual fund activity again after one month. Approximately 10 hours ago, the address used the remaining 2.44 million DAI to buy 1,277 ETH. Analysis suggests that the relevant funds may next be mixed via Tornado Cash, and this asset may also be the hacker's last pending on-chain funds.
Odaily News According to on-chain analyst Ai Yi's monitoring, the hacker who attacked the MEV bot Jaredfromsubway.eth and caused it to lose over $7.5 million spent the final 2.44 million DAI to purchase 1,277 ETH 10 hours ago. This amount represented the hacker's last pending funds on-chain, and the next step may involve mixing the funds through Tornado Cash.
Odaily News: According to on-chain analyst Ember's monitoring, 433,000 HYPE tokens, worth $24.25 million, redeemed from staking a week ago by Hyperliquid development team HyperLabs address (0x43e...251), arrived in the account early yesterday morning. Early this morning, the redeemed 433,000 HYPE were distributed and transferred to 9 wallets. Based on previous unstaking transfer records, these HYPE are expected to flow into CEX through market maker Flowdesk.
According to on-chain analyst Ember (@EmberCN), Pump transferred approximately 84,768 SOL to Kraken about 7 hours ago, valued at approximately $6.25 million at the time. Related analysis suggests this transfer may correspond to approximately 50% of its fee revenue over the past 19 days.
Odaily News Crypto KOL Phyrex posted on X stating that the trading direction of U.S. retail investors has recently shown a significant shift. Data shows that last week, retail investors recorded net selling of stocks for four consecutive trading days, marking the longest continuous selling streak this year, with tech stocks experiencing the largest selling pressure, totaling approximately $7 billion in net outflows for the week. Two of the three historically largest single-day retail sell-offs of tech stocks occurred last week. The selling was mainly concentrated in the semiconductor and memory chip sectors, which had previously been the focus of retail capital inflows during May and June.Meanwhile, the asset size of U.S. tech-focused leveraged ETFs has decreased by approximately $50 billion from the June high, while leveraged ETFs in South Korea and Taiwan have fallen by more than half from their peaks. The SOXL, a 3x leveraged long semiconductor ETF, has dropped about 67% from its high, and trading volume for South Korea's Hynix 2x ETF has declined by over 90% from its peak.
According to monitoring by on-chain analyst Ember, an address suspected to be linked to Amber Group (0x2a79...51b) withdrew multiple tokens worth $9.97 million from Binance 5 hours ago, including 38.89 million ENA, worth $3.58 million; 28,262 AAVE, worth $2.52 million; 1,140 ETH, worth $2.18 million; 2,017 BNB, worth $1.2 million; and 59,202 LINK, worth $490,000.
Odaily Blockworks analyst shaunda devens stated on X that the U.S. state of Wyoming recently disclosed its Q2 13F filing, showing indirect investment in HYPE through Hyperliquid Strategies ($PURR).
Odaily News: According to Onchain Lens monitoring, an OG whale who accumulated BTC when the price was around $10-15 has transferred 50 BTC to a new address after 10 months of dormancy, worth approximately $3.22 million, possibly for OTC sale. This OG whale address cluster has shown a similar pattern before, with funds subsequently flowing to FalconX or a CEX.
Bloomberg analyst Eric Balchunas says the Coldcard security vulnerability enhances the appeal of spot Bitcoin ETFs, with the incident involving approximately $88.6 million in losses.
Odaily News, according to MLM monitoring, TradeXYZ's fee receiving wallet has recently used perpetual contract (Perps) trading fee revenue to purchase HYPE tokens for the first time. Two days ago, TradeXYZ transferred 250,000 USDC from its perpetual contract fee wallet (used for accumulating Perps trading fees) to its spot wallet, and purchased approximately 2,000 HYPE tokens, worth about $110,000. Subsequently, this portion of HYPE was used to purchase HIP-3 trading pairs.The latest data shows that TradeXYZ has again transferred 500,000 USDC to its spot wallet and has begun continuously purchasing approximately 9,000 HYPE tokens—worth about $500,000—through a TWAP (Time-Weighted Average Price) strategy. Previously, TradeXYZ's HYPE funds used to purchase new HIP-3 trading pairs mainly came from spot trading fee revenue. However, this is the first time it has used perpetual contract fee revenue for HYPE purchases.
Market data shows that hedge funds recorded net purchases of approximately $4.8 billion in US stocks last week, marking the second-largest weekly buying scale since 2008. Measured as a share of the S&P 500's total market capitalization, this buying scale ranks as the 24th highest in history, indicating that hedge funds are re-intensifying their allocation to US equities.Meanwhile, institutional investors recorded net sales of approximately $3.8 billion in US stocks last week, ending a four-week consecutive buying streak. As a result, the average net buying scale of institutional investors over the past four weeks has fallen to $3.9 billion. Retail investors slightly reduced their US stock holdings by approximately $200 million during the same period, bringing their average net buying scale over the past four weeks down to $600 million.Market observers point out that after the recent market volatility, hedge funds are flowing back into US stock markets, with a strengthening trend in capital allocation toward risk assets. The large-scale buying by hedge funds may reflect renewed confidence in corporate earnings, AI-driven growth, and the medium-to-long-term trajectory of US equities. (The Kobeissi Letter)
Odaily News, Greeks.live Research Institute Adam posted on the X platform that recently, the IV for selling options has been relatively low and option premiums have thinned out, prompting him to explore other types of trading. He mentioned that he has always done some US stock trading, previously primarily through Chinese-language brokers, but following the tax audit风波, it has become less convenient to use them. After last month's announcement by Coinbase and Deribit, he has moved his US stock trading to Coinbase, aiming to have his margin used for both US stock and options trading after the future merger. He also expressed anticipation for the post-merger user experience, noting that spot liquidity is decent, and Advanced Trading offers products such as spot and perpetual contracts, providing a more unified trading experience without the need to switch between multiple platforms. He added that anyone trying out Coinbase's international exchange INTX ahead of time can reach out to him privately if they encounter issues.
According to Bloomberg reports, SpaceX stock performed relatively steadily on Thursday following the expiration of the lock-up period (lock-up agreement) restricting insiders from selling shares, involving the unlocking of up to approximately 911.5 million shares valued at about $100 billion based on current valuation. Trading data shows SpaceX stock price fluctuated within a range of less than 3% during early trading, as the market digests the potential selling pressure brought by this large-scale share release. Trading volume in the first 30 minutes after the opening approached 93 million shares, accounting for about 40% of the total volume of the previous trading day. This unlocking occurred shortly after SpaceX announced its first earnings report. Previously, SpaceX stock price once fell about 14% due to investor concerns that the company's investment scale in artificial intelligence business was higher than expected. However, most Wall Street analysts still maintain a long-term optimistic view on the company. Market focus includes SpaceX's future investment plans in AI, satellite internet, and mobile communication businesses. Despite facing capital expenditure pressure in the short term, analysts believe the company's leading position in rocket launches, Starlink satellite network, and commercial space sectors remains an important factor supporting its long-term valuation. This stock unlocking of about $100 billion has also become an important event for the market to test investor confidence after SpaceX's listing. The lack of significant stock price fluctuations indicates that the market had certain expectations regarding the liquidity release from internal shareholders.
Odaily News According to Lookonchain monitoring, U.S. Bitcoin ETFs recorded a net inflow of 3,781 BTC today, valued at $243 million; the 7-day net inflow stood at 9,034 BTC, valued at $582 million. Ethereum ETFs saw a net inflow of 27,700 ETH, valued at $52.91 million; the 7-day net inflow reached 40,600 ETH, valued at $77.37 million.
Odaily News The rebound in the S&P 500 index is not driven by improving fundamentals, but rather by hedging position additions? Experts warn that as the "options dividend" fades and technical indicators become overbought, the market may once again face the test of fundamentals. Recently, the S&P 500 index has staged a remarkable rebound, rising about 6% in just five trading days since the Federal Reserve's July 29 policy meeting. However, for astute investors, the underlying driver of this rally is not a turn for the better in macroeconomic fundamentals, but a "mechanical" advance fueled by options positioning adjustments.Michael Kramer, founder of Mott Capital Management, pointed out that this rally has been primarily driven by a combination of market makers' Gamma position shifts, a rapid decline in implied volatility (VIX), and a surge in call options.Heading into the Fed's late-July decision and key earnings reports, options market makers were generally in a "negative Gamma" exposure state. In this environment, the market is highly prone to amplified volatility: when prices rise, market makers must buy more positions to hedge their risk, and this "pro-cyclical hedging" behavior inadvertently acts as an accelerator for market gains.As the index has climbed higher, the market has now returned to a "positive Gamma" zone. This means the hedging logic for market makers has reversed—they have begun to adopt a "contrarian approach," reducing positions as the market rises. While this force helps dampen volatility, it also signals that the strong upward tailwind from earlier is now fading.
Odaily News - Traders are showing strong demand for options betting on further gains in the S&P 500. On Tuesday, call option volume on the benchmark index surpassed 4 million contracts, setting a new all-time high, while put option volume remained in line with the average.Jason Coogan, a trader at Simplex Trading, noted that over the two days through Tuesday, the market experienced a "one-way order flow" situation. Analyst Tanvir Sandhu said: "The options market is reflecting investors' FOMO (fear of missing out on the rally) sentiment. Investors currently appear more concerned about missing the next leg up than about guarding against a market pullback, as evidenced by significant shifts in options skew. Even as the stock market continues to climb, strong demand for call options is still underpinning implied volatility."
Odaily News: Bitcoin's BIP-110 will enter the enforcement phase after block 961,632, where nodes will reject blocks that do not signal support. Monitoring page data shows that among the 1,674 blocks counted in the current cycle, only 41 blocks support BIP-110, putting the miner signal support rate at 2.45%. BIP-110, officially named "Reduced Data Temporary Softfork," plans to tighten certain data rules in Bitcoin transactions within approximately one year, restricting the size of certain data elements used by Ordinals inscriptions and multiple token protocols. The proposal is primarily distributed through Bitcoin Knots, and Bitcoin Core has not adopted it. Major mining pools such as Foundry, Antpool, F2pool, and Viabtc have not issued support signals. If BIP-110 nodes execute as planned, the network could see two transaction histories, with the majority of miners and Bitcoin Core users expected to continue using the existing rules. Australian Bitcoin exchange Hardblock stated that BIP-110 activation is expected around August 7-8 and may temporarily suspend buying, selling, deposits, and withdrawals. Lightning Network tools and analytics provider Amboss has warned of a fork risk in early August, and Australian Bitcoin exchange Bitaroo plans to freeze deposits and withdrawals as the mandatory signaling deadline approaches.