News linked to this event type.
the Binance Futures real-money smart money account "ESP bull" has topped the loss list, with losses exceeding $2.4 million. Floating losses from a BTC long position are $4.05 million, a CTSI long position is $2.16 million, an ON short position is $1.07 million, a US short position is $809,000, and an ACX long position is $805,000.
Odaily reports, according to Lookonchain monitoring, a whale deposited 625 BTC (worth $39.96 million) into FalconX after being dormant for over a year, potentially preparing to sell. The whale held BTC for over a year and has incurred losses exceeding $20 million.
According to TechFlow Research, Goldman Sachs' research report on July 29 pointed out that the 5-year historical percentile of the total leverage ratio of global accounts remains at the 93rd percentile, the hedge fund long-short ratio has decreased from 5.7 times to 3.2 times, and deleveraging progress exceeds 90%. In July, net inflows into US stock funds were $34 billion, marking the third highest level for the same period in nearly 20 years. The S&P 500 fell below the short-term trigger level of 7,453 points; if it continues to decline, it will trigger concentrated CTA selling. Goldman Sachs estimates that systematic strategies hold approximately $196.3 billion in US stock long positions, with CTA positions at the 44th percentile. Goldman Sachs judges that US stocks are unlikely to have a trending market in August, with overall performance dominated by range-bound oscillation. Buybacks are the most certain buying support in August; currently, about 31% of S&P 500 constituents are in the buyback window, and it is expected that over 90% of companies will end the quiet period by mid-August. However, seasonal capital outflows, quantitative selling, and conservative institutional positions jointly suppress upward space. Goldman Sachs recommends reverse dispersion strategies and IWM put options as hedging tools.
According to data from Trader T (@thepfund), Ethereum spot ETFs saw a net outflow of $18.6 million yesterday. Breaking down by product, Morgan Stanley's new product MSSE recorded a net inflow of $14.3 million on its first day, and BlackRock's ETHA had a net inflow of $5.2 million; Fidelity's FETH saw a net outflow of $16.1 million, Grayscale's ETHE had a net outflow of $9.7 million, Grayscale Mini ETH had a net outflow of $8.1 million, 21Shares' TETH had a net outflow of $2.8 million, and Bitwise's ETHW had a net outflow of $1.4 million.
The Situational Awareness fund, managed by "AI Stock God" Leopold Aschenbrenner, accumulated a gain of 439% before June 2026. However, it suffered severe setbacks during the AI sector sell-off in July. The fund is currently communicating with existing investors and lenders to seek new capital and is offering some LPs the opportunity to purchase assets from its portfolio.Sources say this capital discussion appears more like an ad-hoc response than an organized new fundraising round. The fund had previously used leverage through prime brokers at several major investment banks to amplify its AI trading exposure, turning market drawdowns further into funding pressure.In a letter to investors on July 24, Aschenbrenner acknowledged that the fund failed to avoid this market shock, noting that Asian markets were particularly affected. However, he believes this sell-off could present the best buying opportunity since early 2025. He plans to open a window for new capital on August 1st and views Anthropic's potential IPO as a catalyst for the second half of the year.According to disclosures, some holdings saw significant declines in July. Oracle and AMD fell approximately 20% for the month, while Nebius, Saronic AI, Bloom Energy, Sandisk, and others saw even larger drops. The Nasdaq 100 index fell about 10% in July, and South Korea's Kospi index dropped by roughly one-third.Currently, lacking specific data on the fund's exact drawdown magnitude, it is difficult to determine whether this fundraising is a passive capital injection driven by leverage pressure or an active move to increase positions for an opportunity. However, market trends suggest it is closer to the former. If forced selling occurs, the deleveraging process could also create discount opportunities in assets whose fundamentals haven't materially changed.
据 Trader T（@thepfund）数据，昨日比特币现货 ETF 净流入 3210 万美元。分产品来看，贝莱德（BlackRock）旗下 IBIT 净流入 8980 万美元，为当日最大买入方；富达（Fidelity）旗下 FBTC 净流出 4308 万美元；方舟（Ark）旗下 ARKB 净流出 1462 万美元；Bitwise、Invesco、Franklin、Valkyrie、VanEck、Morgan Stanley、WisdomTree及 Grayscale 旗下各产品当日净流量均为零。
According to on-chain analyst Emmett Gallic (@emmettgallic), addresses associated with Bitminter founder Geir Harald Hansen recently transferred 829 BTC, some of which had not moved for over 8 years. Bitminter is one of the earliest Bitcoin mining pools; at its peak, its hashrate accounted for nearly 10% of the total network, having cumulatively mined 208,232 BTC.
According to Cointelegraph, ARK Invest researcher Lorenzo Valente noted in a post on July 30 that the cryptocurrency industry is entering the largest consolidation phase in history. As investors become increasingly strict in screening projects, revenue is accelerating towards concentration among a few top protocols—Hyperliquid and Pump.fun collectively account for approximately 67% of the industry's application revenue, and with Ethena included, the combined share of the top three approaches 80%. Valente expects this trend to accelerate in the coming months, triggering more M&A, bankruptcies, and project closures. Meanwhile, BitMEX and BitMart recently announced the shutdown of trading services in succession, further confirming the consolidation trend. Valente believes that this round of consolidation is "extremely beneficial" for the long-term development of the crypto industry.
According to Bloomberg, Goldman Sachs Group is gauging investor appetite for a potential $5.4 billion debt issuance plan, with the proceeds to be used to support the QTS data center project under Blackstone tied to Microsoft. The debt structure includes approximately $4.9 billion in secured bonds and approximately $500 million in term loans. Affected by recent sell-offs in AI-related debt, the issuance timing is still under discussion, and the plan remains uncertain.
According to on-chain analyst Ember (@EmberCN), the Hyperliquid development team HyperLabs address initiated unstaking of 433,000 $HYPE tokens 8 hours ago, valued at approximately $23.45 million. These tokens will officially complete unstaking after a 7-day Pending period.
Odaily News Trader 0xSun stated on social media that during Robinhood's earnings call, the only token appearing in a fleeting search bar was CASHCAT. Additionally, Robinhood CEO Vlad, when discussing the Robinhood Chain, mentioned that the chain will be built around RWA, adding that he also likes Meme coins.As a result, CASHCAT's market cap rebounded from approximately $30 million to nearly $50 million. 0xSun believes that an ideal trajectory for a public chain resembles the Base ecosystem in late 2024, initially driven by factors such as founder influence and team background, and later ignited by events like exchange listings. Currently, Robinhood possesses similar conditions, and tokens on its chain could benefit from expectations of potential exchange listings.Furthermore, 0xSun noted that the Meme coin PIPEDOG on the Robinhood chain saw its market cap quickly surge past $75 million within a few hours. The project team locked the liquidity pool and refunded 173 ETH to users affected by the initial contract. The project currently has deep liquidity, with the pool containing approximately $4.5 million in ETH at a market cap of around $30 million.Previously active HOODRAT also once approached zero due to the overall downturn of the Robinhood chain but recently received attention from Matt, the original artist of the Pepe comic, causing its market cap to rebound from a low of $500,000 to $5 million.Beyond Meme coins, 0xSun indicated that STONKBROKER is currently one of the better projects within the Robinhood ecosystem that combines NFT, RWA, and game mechanics, making it worthy of continued attention.
Odaily Odaily reports, according to monitoring by Onchain Lens, a Hyperliquid trader deposited 15.29 million USDC and then opened a long position worth approximately $73.82 million. Current main positions include: SP500 long position of $62.02 million with 20x leverage; MU long position of $6.88 million with 10x leverage; SNDK long position of $4.92 million with 10x leverage. Historical cumulative profit is approximately $1.6 million.
that, according to an official announcement, Binance will cease support for the AEUR product on July 31, 2026, at 03:00 (UTC), including delisting the AEUR/USDT spot trading pair. Starting from August 14, 2026, at 03:00 (UTC), AEUR withdrawals will be disabled, and any remaining AEUR balance in accounts will be automatically converted to Euros at a 1:1 ratio. Users can convert their AEUR to Euros via Binance Convert before this date. Meanwhile, related services such as Binance Simple Earn, Margin, Loans, Payments, and Gift Cards will gradually discontinue support for AEUR between July 30 and 31, 2026.
As the provider of bank account and card services for crypto wallets and payment card products such as SafePal and Bitget Wallet, Fiat24 stated that due to the growth in user base and trading volume outpacing the expansion of its risk management, compliance, and customer service capabilities, it has suspended crypto asset deposits and temporarily halted new user registrations starting July 14 to upgrade its internal control systems. Its international wire transfers, foreign exchange conversions, and P2P payments remain operational, while the resumption time for crypto asset deposits has not yet been announced.
According to monitoring by on-chain analysis platform Lookonchain (@lookonchain), whale address 0xC8b5 opened a 37,229 SKHX long position with 3x leverage yesterday, with a position value of approximately $37.28 million, and has currently lost $2.26 million. Notably, this whale previously lost over $1 million on each of three consecutive trades.
According to on-chain analysis platform Lookonchain (@lookonchain), in the past 10 hours, Multicoin Capital deposited 137,100 HYPE to Coinbase Prime, worth approximately $7.51 million; Bitwise deposited 22,463 HYPE to Coinbase 9 hours ago, worth approximately $1.23 million. The two institutions deposited a total of approximately $8.74 million worth of HYPE.
Odaily reports, according to on-chain analyst Ember CN, the Hyperliquid development team HyperLabs address (0x43e...251) initiated the unstaking of 433,000 HYPE, worth $23.45 million, 8 hours ago. The unstaking of this HYPE will be completed after a 7-day pending period.
according to Onchain Lens monitoring, a Hyperliquid trader who held a CBRS position for over a month was liquidated about an hour ago. The liquidation was executed in two phases, with a total exposure of approximately $2.94 million and a total realized loss of around $834,800. Their cumulative historical losses amount to $1.15 million.
Meta Platforms (META.O) posted record revenue in the second fiscal quarter, but updates on its AI spending plan sparked investor concerns about the costs of building its infrastructure. Meta slightly raised the lower end of its annual capital expenditure guidance from $125 billion to $130 billion, while keeping the upper end unchanged at $145 billion. Its second-quarter revenue was $60.8 billion, up 28% year-over-year, but net profit was $15.8 billion, below analyst expectations. As a result, Meta's stock fell over 6% in after-hours trading. In an effort to catch up in the AI race, Meta has already invested tens of billions of dollars in chip procurement, data center construction, and top talent recruitment. Recently, it partnered with BlackRock to raise at least $12 billion to build a data center in Texas. Meta's free cash flow in the second quarter was $784 million. (Jin Shi)
Odaily reports: According to monitoring by Onchain Lens, an institution transferred 90,000 HYPE from FalconX to Coinbase, valued at $4.85 million.