News linked to both this project and an event.
the whale "Set 10 Big Goals First" posted on X platform, stating that in the previous round, they built a position with 150 BTC, targeting $150 million, and at peak realized a profit of $120 million. However, they misjudged the trend during a $120,000 decline, wiping out all profits, and ultimately only preserved their principal with a slight gain. In this round, they built a position with 300 BTC, targeting $300 million, and have already realized a profit of $60 million.They subsequently added that rules are continuously being established and habits formed. Learning from the lesson of having all previous round's profits erased, they have strictly adopted habits of risk control discipline, accepting the possibility of missing opportunities or making wrong judgments, but refusing any probability of being completely wiped out.
据 ZDNet Korea 报道，韩国国内 5 大原币种虚拟资产交易所日交易额截至 7月 20 日约为 4127 亿韩元，较一年前骤降 88%。交易额下滑与比特币价格走低密切相关——比特币去年 10 月创下 12.6 万美元历史高点后持续回落，目前在 6 万美元初横盘。全球加密货币总市值同比下降 41%至约 2.32 万亿美元，业内人士将当前行情定性为"第二次加密冬天"。受此冲击，韩国头部交易所 Dunamu（旗下 Upbit）一季度营收及营业利润同比分别下滑 55%和 78%；中小交易所 Korbit 为维持运营，今年已三度出售持仓资产，仅近期便通过抛售 15枚 BTC 和60枚 ETH 套现约 16 亿韩元。
Odaily Odaily News Polymarket traders have raised the probability of Bitcoin hitting $67,500 in July to 70%, up from about 56% earlier this week. The current market probability of Bitcoin reaching $65,000 stands at 82%, while the probability of it falling below $60,000 is 13%. Spot Bitcoin ETFs recorded net inflows for the fifth consecutive trading day this week, fueling bets on higher prices. Meanwhile, the Federal Reserve has maintained its target interest rate between 3.50% and 3.75%, and new Chairman Kevin Warsh has shifted the central bank's communication style to purely data-dependent.
: According to on-chain analyst Ai Yi's monitoring, a smart money address has been long 1,000 BTC and 10,000 ETH since early July, entering the market on July 6 and July 14 at entry points of $62,354 and $1,761.9 respectively. The current position is worth $85.36 million, with an unrealized profit of $5.484 million, and it has already paid over $330,000 in funding fees.
According to on-chain analyst Ai Yi, as BTC breaks through $66,000, the unrealized profit on the BTC long position of the "Set 10 Big Goals First" whale @Jason60704294 may expand to $5.15 million. The average entry price is $63,827.06, with an estimated position of approximately 2,358.05 BTC (approximately $150 million).
: U.S.-listed spot Bitcoin ETFs recorded a net inflow of $227 million on Monday, the strongest single-day net inflow since July 6, and the fifth consecutive trading day with net inflows. According to SoSoValue data, over the past five trading days, U.S. spot Bitcoin ETFs have accumulated a total net inflow of approximately $727 million. This consecutive inflow streak is the longest in nearly three months; the previous longer streak was six trading days from April 30 to May 5. The Monday inflow brought the year-to-date net outflow for U.S. spot Bitcoin ETFs below $5 billion. Simon-Peter Massabni, Head of Business Development at XS.com, stated that the recent capital inflows suggest selling pressure may be easing, rather than indicating a full return of institutional demand.
According to monitoring by Axel Adler Jr, as of July 21, the Bitcoin supply concentration indicator, the Herfindahl-Hirschman Index (HHI), reached 1116.1, surpassing 89.6% of historical observations over the past decade. The index has risen by 5.5% in the last 90 days and accumulated an increase of 10.1% over the past 180 days.The uniformity of Bitcoin distribution continues to decline, with coins concentrated among holders within specific holding periods. The upward trend is primarily driven by coins held for 6 to 12 months. Within 90 days, the proportion of coins held for 6 to 12 months increased from 12.9% to 19.3%, while the share held for 3 to 6 months decreased from 14.3% to 6.3%. Long-term holders holding for over a decade account for 17.7% of the total supply.This shift represents the natural aging of coins, transitioning from the 3 to 6-month holding period to the 6 to 12-month period, rather than a new wave of large-scale accumulation. Currently, 81.6% of all Bitcoin has not moved for over six months, and 62.3% has remained idle for more than a year.
CryptoQuant analyst Axel Adler Jr. stated that data shows since November 2021, the Bitcoin balance held by miner-associated over-the-counter (OTC) addresses has decreased from 500,000 to 139,700, a cumulative decline of nearly 72%. This trend has continued for over four years, indicating that the Bitcoin reserves of this group are continuously shrinking.
According to Onchain Lens monitoring, an ancient Bitcoin whale dormant for 4 months has deposited 1000 BTC into Binance, valued at approximately $65.56 million at current prices, suspected to be for sale.
According to Farside Investors data, U.S. spot Bitcoin ETFs recorded a total net inflow of $226.8 million yesterday. Among them, BlackRock's IBIT saw a net inflow of $116.5 million, Ark's ARKB saw a net inflow of $72.7 million, and Fidelity's FBTC saw a net inflow of $24.1 million.
CryptoQuant analyst Darkfost stated that after Bitcoin fell below $60,000 in February this year and the MVRV percentile dropped below 10% into the "capitulation zone", this situation has appeared again since June.
According to monitoring by ScenarioX, an analyst at on-chain analysis platform CryptoQuant, Bitcoin's 30-day spot demand has deteriorated again to nearly -170,000 BTC after briefly rebounding to approximately -80,000 BTC in early July. Despite the significant decline in spot demand, the BTC price currently remains relatively stable, supported by eased short-term selling pressure and short covering in the derivatives market. ScenarioX noted that current derivatives demand is insufficient to support a sustained upward trend on its own, and the overall market structure is relatively fragile. If spot selling pressure reignites, it may trigger a sharp downturn; if spot selling remains sluggish, a derivatives-driven technical rebound may continue, but in the absence of substantial spot demand support, such rebounds will most likely end with large-scale long liquidations.
on-chain investigator ZachXBT stated that the cross-chain bridge protocol TeleSwap was suspected of being attacked on July 15, 2026, resulting in losses exceeding $735,000. However, as of five days after the incident, the project team has not yet publicly disclosed the relevant situation.ZachXBT stated that shortly after suspicious fund outflows were detected, TeleSwap's Bitcoin hot wallet stopped processing transactions. About two hours ago, the attacker transferred the stolen funds into the privacy mixing protocol Tornado Cash.
According to Lookonchain monitoring, U.S. Bitcoin ETFs saw a net inflow of 1,985 BTC today, with a 7-day net profit of 683 BTC; Ethereum ETFs saw a net inflow of 9,765 ETH, with a 7-day net inflow of 53,449 ETH.
according to Onchain Lens monitoring, a whale deposited $8 million USDC into Hyperliquid to increase their BTC long position. The wallet currently holds a long position of 400 BTC, worth approximately $25.7 million; the total exposure is about $30.7 million, with a long bias of 97%.
Odaily News According to on-chain analyst Ai Yi's monitoring, the whale "Set 10 Big Goals First" has started to turn bullish on Bitcoin and bearish on US AI stocks. He stated that the reason all four trades since June 25 have been long positions is his anticipation that BTC will initiate a new round of upward movement, while the corresponding US AI/tech stock sector may face a major correction. Based on this judgment, he will treat the long position opened on July 18 (69.4 BTC) as a medium-to-long-term position, without ruling out the possibility of changing strategy midway.
according to on-chain analyst Yujin's monitoring, Bitcoin treasury company Strategy (MSTR) now holds a total of 843,775 BTC ($54.634 billion), with an average cost price of $75,476, and an unrealized loss of $9.05 billion (-14.2%). Ethereum treasury company Bitmine (BMNR) purchased 7,430 ETH ($13.68 million) last week at approximately $1,842 each. They now hold a total of 5,777,468 ETH ($10.861 billion), with an average cost price of $3,376, and an unrealized loss of $8.643 billion (-44.3%).
据 QCP Group 发布的市场报告，当前市场整体处于风险规避状态。受美伊紧张局势升级影响，布伦特原油突破每桶 85 美元，创一个月新高，周涨幅超 10%；美股半导体板块领跌，市场担忧超大规模云厂商或削减 AI 基础设施支出，资金转向防御性板块与能源板块。 加密市场方面，BTC 持续在 63,000 至 65,000 美元区间内窄幅整理，现报 64,100 美元附近，7 月 17 日曾短暂跌至 62,924 美元低点；ETH 表现持续弱于 BTC，现报 1,832 美元，此前短暂突破 1,900 美元后回落，关键阻力位在 1,847 美元，多头需收复 200 日均线（约 2,400 美元）方可改善整体结构。 资金面出现积极信号，美国现货比特币 ETF 连续四日录得净流入，扭转此前创纪录的 80 亿美元净流出趋势。期权市场方面，已实现波动率持续压缩，前端期权定价相对低廉，做市商在 7 月 28 至 29 日 FOMC 会议前处于 Gamma 空头状态，若霍尔木兹海峡紧张局势缓和，上行加速风险不容忽视。
according to Onchain Lens monitoring, a trader opened a $10.9 million short position on Hyperliquid, including 163.02 BTC (approximately $10.4 million) and 877 ZEC (approximately $463,000).
According to The Block, TD Cowen lowered The Smarter Web Company's target price from £1 to £0.64, maintaining a buy rating. The analyst cited factors such as revised Bitcoin price forecasts, recent treasury activities, and updated dilution assumptions, while noting that the company's Q2 Bitcoin holdings increased from 2,699 BTC to 2,878 BTC. The stock closed up 2% last Friday at £0.29.