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Address allegedly linked to Lombard Finance transfers 750 BTC to Galaxy Digital

According to Onchain Lens monitoring, a wallet address associated with Lombard Finance transferred 750 Bitcoins to Galaxy Digital, valued at approximately $47.8 million; this transaction may be related to OTC trading.

Analyst: Kimi K3 Ultra-large Model to Be Open-Sourced Soon, AI Infrastructure Platforms May Be the Biggest Beneficiaries

analyst KawzInvests stated that Moonshot AI's upcoming Kimi K3 could become a significant event in the open-source AI space, and the infrastructure demand behind it may drive growth for AI cloud service platforms. Kimi K3 has approximately 2.8 trillion parameters, making it one of the ultra-large-scale open-source models. According to Moonshot's official evaluation, the model's performance is only slightly behind frontier models like Claude Fable 5 and GPT 5.6 Sol, and the full model weights are expected to be released on July 27.KawzInvests pointed out that a model of this scale cannot run on an ordinary laptop or even a single server; users need a computing cluster composed of a large number of GPUs to complete model loading and inference. When top-tier open-source models are made available for free, the biggest beneficiaries might not be ordinary users, but rather platforms that offer model hosting and inference services. For example, $DOCN (DigitalOcean) already supports serverless inference services for models like Kimi K2.6. Developers do not need to deploy hardware; they can call the model via API and pay per Token. Additionally, the platform hosts over 70 models and covers GPU leasing, model fine-tuning, and AI Agent development tools.As more large-scale open-source models are released, developers' demand for low-barrier AI infrastructure will continue to increase. Model hosting, inference services, and GPU cloud platforms may become key beneficiaries in the open-source AI wave.

Today, U.S. Bitcoin ETFs saw a net inflow of 1,321 BTC, while Ethereum ETFs saw a net outflow of 2,353 ETH

according to Lookonchain monitoring, today U.S. Bitcoin ETFs recorded a net inflow of 1,321 BTC, with a 7-day net inflow of 137 BTC; Ethereum ETFs recorded a net outflow of 2,353 ETH, with a 7-day net inflow of 54,009 ETH.

Bloomberg Analyst: Bitcoin ETF May Repeat Gold ETF's Boom-and-Bust Cycle

Bloomberg ETF analyst Eric Balchunas stated that the 22-year development history of gold ETFs may provide the closest reference path for Bitcoin ETF investors. Both are packaging vehicles for non-yielding, non-cash-flow store-of-value assets, with their performance primarily driven by investor sentiment rather than earnings, coupons, or policy support.

Dollar hedging costs fall to lowest this year, market bets limited risk for reserve currency in short term

as the market sees a lower probability of a major shock to the U.S. dollar in the short term, the cost for investors to hedge against dollar volatility has fallen to its lowest level this year.Data shows that the Bloomberg Dollar Spot Index's 1-month implied volatility gauge, which measures expectations for dollar fluctuations, dropped to its lowest level since last December this week. This marks a clear decline from the market volatility peak triggered by the outbreak of the Iran war in March this year.Market participants believe that despite ongoing uncertainty over the Federal Reserve's monetary policy outlook and escalating geopolitical tensions in the Middle East, traders are not currently anticipating a risk of sharp volatility for the dollar.As the world's primary reserve currency, the dollar's safe-haven demand and interest rate trends have always been closely watched by the market. The current decline in dollar volatility reflects investors' reduced concerns about the future exchange rate environment, while also indicating that the market is awaiting the emergence of new macro catalysts. (Bloomberg)

After holding LDO for five and a half years, an Lido initial investor transferred 4.3 million LDO to Kraken

Odaily News On-chain analyst Yujin posted on X, stating that an Lido initial investor/institution (0xfB03...FF95), after holding LDO for five and a half years, transferred 4.3 million LDO to Kraken an hour ago, valued at $1.61 million. This investor/institution received an allocation of 5 million LDO as an investment in December 2020, which was worth $30 million at its peak in 2021, and is currently valued at $1.88 million. Compared to their investment cost of $0.0085 per token, the current price still represents a profit of over 40 times.

某巨鲸向 Hyperliquid 存入 1700 万美元并做多比特币与三星

据 Onchain Lens 监测,一名巨鲸地址近日向 Hyperliquid 存入 1700 万美元资金,用于做多比特币与三星代币。其当前活跃仓位包括 20 枚比特币,价值约 126 万美元,以及 7600 枚 SMSN,价值约 120 万美元。

Bloomberg ETF Analyst: Record 242 ETFs Launched in the US in June, Full-Year 2026 Could Exceed 1,450

Odaily Odaily News Bloomberg Senior ETF Analyst Eric Balchunas stated on platform X that the US ETF market is experiencing unprecedented expansion. A total of 242 ETFs were launched in June this year, setting a new single-month issuance record, equivalent to approximately 11 new products per day. In the first half of 2026, the number of newly added ETFs reached 730. At the current pace, the full-year total could surpass 1,450, significantly surpassing last year's record.Eric Balchunas particularly highlighted the aggressive expansion strategy of emerging issuer Corgi. Data shows that Corgi launched over 100 ETFs in June, already ranking as the sixth-largest ETF issuer. If the current issuance pace continues (the company still has about 350 ETFs in the registration stage), Corgi could overtake BlackRock by the end of this year to become the issuer with the highest number of ETFs in the market.Balchunas noted that it took BlackRock over 20 years to build its current ETF product lineup, whereas Corgi may achieve a similar scale in less than a year. However, growth in quantity does not necessarily mean a corresponding increase in capital inflow. Currently, some of Corgi's ETFs have attracted a certain amount of capital, but most products are still in a market cultivation phase. The average asset size of its ETF portfolio is approximately $4 million, compared to the overall ETF industry average of about $3 billion. Corgi still faces a significant challenge in attracting assets. Balchunas described Corgi's mass issuance strategy as "extremely bold," and its rapid expansion has undoubtedly become one of the most attention-grabbing phenomena in the current ETF market.

ARK Invest: BTC Price Decline Diverges from Whale Accumulation, Market Cycle Bottom Signals Emerge

ARK Invest's "The Bitcoin Quarterly" report for Q2 2026 indicates Bitcoin fell approximately 14% in the second quarter, closing around $58,544, and broke below three major technical moving averages. Historically, this technical pattern is often associated with bearish market conditions. The report shows that despite price pressure, Bitcoin Long-term Holders continued to accumulate, pushing their holdings to a new all-time high of approximately 14.85 million BTC, absorbing coins released during the market correction.ARK Invest stated that on-chain data is signaling signs of seller exhaustion: the supply of BTC in loss exceeds the supply in profit, and the rate of realized losses once surpassed the rate of realized profits. Historically, similar phenomena have often clustered near the bottom of market cycles.The report also pointed out that institutional demand in the Bitcoin market is facing pressure. Both corporate Bitcoin reserves (Treasury Companies) and the ETF ecosystem have shown signs of weakness:The STRC preferred stock price once fell to approximately $74.57, below its $100 par value;U.S. spot Bitcoin ETFs experienced net outflows for 7 consecutive weeks, with cumulative outflows totaling approximately 70,000 BTC.ARK Invest believes that ETF outflows indicate a weakening of important marginal buying pressure for Bitcoin, but continued accumulation by long-term holders suggests a redistribution of coins is occurring within the market.The firm stated that a clear divergence is currently forming between BTC's price performance and the behavior of long-term holders. Historical data shows that such divergences can often serve as important observation signals for market cycle turning points.

CryptoQuant Analyst: Bitcoin Miner Financial Pressure Intensifies, Distress Approaching Bear Market Levels

CryptoQuant analyst Darkfost stated that Bitcoin miners are currently facing severe operational pressure, with their financial health indicators dropping to levels seen during historical bear market high-pressure phases. Analyzing multiple data dimensions including miner issuance revenue, block time, transaction fees, and overall revenue, the Miner Financial Health Ratio (7-day average) is currently fluctuating within the 10% to 30% range, reflecting significant pressure on mining enterprises' profitability, as similar low levels typically only appear near peak bear market periods.

Peter Brandt: Nasdaq Futures Show Diamond Top Formation, Bitcoin May Bottom at $40,000

Peter Brandt, a seasoned trader and renowned chart analyst, has released his latest technical analysis. He points out that the daily chart of Nasdaq 100 mini futures is forming a diamond pattern, indicating a potential market top. Regarding Bitcoin, Brandt offers a forecast based on historical cycles: BTC may first rebound by $10,000, then retreat to the $40,000 range, forming the bottom of the current cycle around early October 2026. With the current price fluctuating near $60,000, he warns of the downside risk associated with false breakouts. Maintaining a long-term optimistic view, Brandt suggests that if Bitcoin continues its four-year halving cycle pattern, the price could reach between $300,000 and $500,000 by 2029.

A wallet dormant for 2 months has reactivated, accumulating over $100,000 worth of ANSEM in 7 hours

According to Arkham monitoring, a wallet that had been dormant for about 2 months has recently reactivated. It transferred over $100,000 in funds from Ethereum to Solana via a cross-chain bridge. Subsequently, within just 7 hours, the address accumulated a total of 529,160 ANSEM tokens. The current value of its holdings is approximately $101,450, representing 0.05291% of ANSEM's total supply. This makes it the 130th largest holder of the token. Analysis indicates that this large-scale buying activity by the address may signal the start of a new round of capital deployment, although it is currently too early to confirm whether it represents a broader accumulation trend.

VanEck 旗下 PFXF ETF 增持 Strategy STRC 仓位至 2.07 亿美元

According to official website data, VanEck's non-financial preferred stock ETF, PFXF, has further increased its position in Strategy Stretch Preferred Stock (STRC), with the total market value of holdings reaching $207 million.

VanEck's PFXF significantly increases its position in STRC, with holdings market value reaching $207 million

according to fund official website data, VanEck's non-financial preferred stock ETF PFXF has further increased its position in Strategy Stretch Preferred Stock (STRC), bringing the total holding market value to $207 million. As of July 16, STRC was the top holding of PFXF, accounting for 8.63% of the fund's net assets, corresponding to approximately 2.42 million shares.

Bitcoin falls to around $63,000, with long-term holders selling at a loss accounting for over 65% of exchange inflows

Bitcoin was priced at approximately $63,020 on Friday, down 1.7% on the day and 50% lower than the record high of $126,080 set in October. Bitcoin failed to hold above $65,000 on Wednesday, dropping to an intraday low of $62,640, breaking through the $64,500 Put Wall associated with this week's option expiry. Glassnode数据显示,over 65% of Bitcoin flowing into exchanges comes from long-term holders selling at a loss. The firm noted that this reading aligns with early bear market phases, during which this group dominated the sell-side until selling pressure gradually exhausted. Tim Sun, Senior Researcher at Hashkey, stated that the global equity pullback and accelerated deleveraging of semiconductor and AI-related assets have dampened market risk appetite and reduced institutional exposure to Bitcoin. He pointed out that the derivatives market does not show crowded leverage, with selling pressure concentrated in the spot market. After a net outflow of $425 million on Monday, U.S. spot Bitcoin ETFs saw a net inflow of $181 million on Tuesday and $108 million on Wednesday. Related funds have attracted cumulative inflows of approximately $51 billion since their launch in 2024. (Decrypt)

韩股休市期间海力士 ADR 溢价收窄 4 个百分点,某巨鲸收敛组合扭亏为盈

According to Hyperinsight monitoring, after the Korean stock market closed, the US-listed Hynix ADR (SKHY) on Hyperliquid continued to decline, currently trading at $148.5, down approximately 10.5% in 24 hours; meanwhile, the Korean-listed Hynix (SKHX) was trading at $1134, down approximately 8.9%.

Across Protocol Attacked on Solana, User Funds Unaffected

Across Protocol stated that it suffered an attack on Solana at approximately 5:30 UTC today. The team stated that user funds are safe, no users were affected, and all cross-chain bridge transactions have been completed. Currently, Solana deposit functionality has been paused, while other parts of the protocol remain unaffected.

A whale has accumulated 220,000 HYPE worth $14.85 million, currently facing an unrealized loss of $1.945 million

Odaily Odaily reports: According to on-chain analyst Ai Yi's monitoring, a whale that previously accumulated 200,000 HYPE in June has withdrawn an additional 20,000 HYPE (worth $1.18 million) from the exchange after a 4-week hiatus. Since June 11, this whale has accumulated a total of 220,000 HYPE, with a total value of $14.85 million. The average withdrawal price is $67.51, and the current unrealized loss stands at $1.945 million.

A trader shorts CASHCAT, gaining $529,000 in unrealized profit in two days

Odaily Planet Daily reported that according to Lookonchain monitoring, a trader started shorting CASHCAT two days ago and has currently accumulated an unrealized profit of $529,000.

JPMorgan: AI Sector Crowding Remains at High Levels, Models Signal It's Not Yet Time to Bottom-Fish

According to TechFlow Research, JPMorgan's quantitative report on July 16 noted that the Philadelphia Semiconductor Index has cumulatively declined by approximately 19% since its high on June 22, but quantitative models indicate that the unwinding of crowding in AI-related sectors is not yet complete. The "AI Bubble Interest Score" tracked by the model remains in the historical highest range; at this level, the probability of SOX falling another 8% or more in the short term exceeds 50%. JPMorgan provided a quantifiable entry signal: only when the score falls out of the historical highest range is it truly time to consider scaling in. Before this, every rebound may be pressed back by panic narratives. For US stock investors, now is not the time to add positions; it is recommended to wait for the window in mid-August, or use put options and defensive sectors to hedge. For A-share investors, the volatility of the domestic AI sector is higher; the same logic can be applied, waiting for clearer right-side signals, with the August earnings period being the key window.