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Odaily News: Lookonchain posted on the X platform that as of August 4: Bitcoin ETFs saw a net inflow of 1,600 BTC (approximately $102 million) on the day, and a 7-day net inflow of 1,241 BTC (approximately $79.36 million). Ethereum ETFs recorded a net outflow of 6,558 ETH (approximately $12.27 million) on the day, and a 7-day net outflow of 16,300 ETH (approximately $30.44 million).
According to the market weekly report released by market maker Wintermute (@wintermute_t), the macro and crypto markets experienced multiple shocks over the past week: On the macro level, the Federal Reserve maintained interest rates unchanged at 3.50-3.75% with a 9-3 vote. Officials Hammack, Kashkari, and Logan rarely voted together to support a 25bp rate hike, marking dissent at the second meeting since Chairman Warsh took office. The 30-year US Treasury yield once touched 5.24%, hitting a new high since July 2007, while the 10-year yielded 4.67%. The yield curve bear-steepened, indicating market doubts about the Federal Reserve's inflation credibility. On the stock market level, AI leveraged fund Situational Awareness (under Leopold Aschenbrenner) encountered margin calls due to leverage as high as 400%. Its size plummeted from $45 billion in early July to about $10 billion, forced to sell all public positions to Citadel at a discount. Long positions in AI infrastructure such as SK Hynix and CoreWeave fell sharply, partially explaining the reason for the continuous decline in chip stocks in July. On the crypto level, BTC fell 2.84% weekly and ETH fell 3.63% weekly, but Wintermute believes major sellers are nearly exhausted, and the painful trade direction has turned upward. ETH has outperformed BTC for two consecutive months,
据意大利最大银行意大利联合圣保罗银行提交的 13F 文件，该银行在第二季度末将持有的 IBIT 普通股从 646,809 股降至 40,723 股，降幅达 93.7%，持有的看涨期权行中的标的股数量从 2,496,500 股降至 18,000 股，降幅达 99.3%。 在减持比特币现货 ETF 相关头寸的同时，该银行还新增了 IBIT 看跌期权，并将 iShares Staked Ethereum Trust ETF 持仓从 116,200 股增至 349,600 股，增幅略超过三倍。
According to Trader T data, US Ethereum spot ETFs recorded a total net outflow of $11.42 million yesterday. Among them, BlackRock ETHA had a net outflow of $9.03 million, Grayscale ETHE a net outflow of $7.84 million, and Fidelity FETH a net outflow of $930,000; meanwhile, BlackRock Staked ETHB recorded a net inflow of $5.78 million, and Morgan Stanley's MSSE a net inflow of $600,000, while fund inflows and outflows for other products remained roughly balanced.
Odaily News According to Lookonchain monitoring, the whale address 0x2e80 has recently withdrawn another 19,000 ETH from Gemini, worth approximately $35.44 million, and staked it.Data shows that over the past 3 weeks, this address has withdrawn a total of 112,000 ETH from Gemini, worth approximately $208 million, all of which was subsequently staked.
Odaily News: According to on-chain analyst Yu Jin's monitoring, Bitmine (@BitMNR) deposited 150,100 ETH into Ethereum staking 2 hours ago. Bitmine currently holds a total of 5.7978 million ETH, of which 87% (5.0673 million ETH) is in staking to generate yield. Based on the current APR of 2.66%, the annual yield is approximately 134,800 ETH, valued at $250 million.
Odaily News: Lookonchain posted on X platform, August 3 update: Bitcoin ETF single-day net outflow of 3,321 BTC, valued at $210 million; 7-day net outflow of 297 BTC, valued at $18.8 million. Ethereum ETF single-day net outflow of 3,515 ETH, valued at $6.52 million; 7-day net inflow of 1,573 ETH, valued at $2.92 million.
According to on-chain analyst Ai Yi's monitoring, a mysterious whale has accumulated over $220 million in ETH and WBTC since July, and withdrew 200 BTC from Binance 4 hours ago; to date, it has withdrawn a total of 74,265 ETH and 1,400 WBTC, with average costs of approximately $1,770 and $63,887.37 respectively, showing an unrealized profit of $3.8 million, of which ETH is in profit while WBTC is at a loss.
Odaily News, according to on-chain analyst Ember's monitoring, Bitcoin treasury company Strategy (MSTR) last week sold 1,638 BTC ($105 million) at an average price of approximately $63,957, realizing a loss. They now hold a total of 842,138 BTC ($52.684 billion) with an average cost of $75,419, representing an unrealized loss of $10.829 billion (-17%).Ethereum treasury company Bitmine (BMNR) last week purchased 10,399 ETH ($19.85 million) at an average price of approximately $1,909. They now hold a total of 5,797,813 ETH ($10.674 billion) with an average cost of $3,371, representing an unrealized loss of $8.871 billion (-45.4%).
According to on-chain analysis platform Lookonchain (@lookonchain), an early Ethereum holder sold off 2,250 ETH worth approximately $4.15 million after three years of inactivity. The address purchased the aforementioned ETH 8 years ago at an average price of approximately $489.
Odaily News: According to Onchain Lens monitoring, a trader opened a long position of 400.88 BTC, worth approximately $25.16 million, with 40x leverage, within the past hour; simultaneously opened a long position of 10,000 ETH, worth approximately $18.51 million, with 25x leverage. The current unrealized profit is approximately $193,300; lifetime loss stands at $1.95 million.
Odaily News: According to on-chain analyst Ai Yi's monitoring, a wallet address that built an ETH position at $2,459 in 2024 and exited at $3,159, profiting $700,000 from ETH swing trading, has re-entered the market after two years. Half an hour ago, the address withdrew 3,500 ETH worth $6.495 million from Binance at a price of $1,856 per ETH.
Odaily News, according to Lookonchain monitoring, a whale has bought another 7,919.5 ETH today, valued at $14.89 million. Since June 30, this whale has purchased 74,265 ETH at an average price of $1,771, worth $132 million, and 1,050 WBTC at an average price of $64,277, worth $67.49 million.
Odaily News, According to Onchain Lens monitoring, a Fidelity-linked wallet transferred 260,000 ETH (approximately $500 million) to 3 wallets that were first funded by Fidelity 6 months ago. The funds were split into 95,000 ETH (approximately $183 million), 87,000 ETH (approximately $167 million), and 78,000 ETH (approximately $150 million).
Trader Doctor Profit stated that his current key positioning is the "Galactic Three", namely Circle, Coinbase, and ETH, believing that the three correspond to compliant stablecoin issuance, crypto asset custody and trading, and tokenization and smart contract infrastructure respectively, and are core targets in the reshaping of the financial system in this new cycle.
Odaily News [email protected] posted on the X platform that the options settlement data for July 31 shows that 149,000 BTC options expired, with a Put Call Ratio of 0.28, the max pain point at $64,000, and a notional value of $9.6 billion; 435,000 ETH options expired, with a Put Call Ratio of 0.63, the max pain point at $1,850, and a notional value of $830 million. Bitcoin fluctuated around $64,000 this week. As mentioned last week, the price range above $65,000 is a high-volume area formed during the early-year rally, and there is some resistance there.The U.S. stock market was quite volatile this week, but when U.S. stocks fell, funds did not flow into the crypto market, and the rebound did not drive the crypto market up either. Currently, capital inflows into crypto are limited, with trading volumes of some crypto-related U.S. stock products even surpassing many crypto assets, so conditions for an upward move are not in place. Looking at the main options data, 30% of options expired this week. On the call side, Gex is relatively dispersed, while on the put side, Gex is relatively concentrated. This month, BTC's PCR is only 0.26, with extremely low put open interest, while Ethereum's put open interest has remained relatively high.Overall IV has remained at a relatively low level for a quarter now. In Q3, we can observe rebounds when capital inflows occur. Crypto has been in an 8-month bear market, and trading attention in U.S. stocks has taken the lead. In the short term, some options can be sold, with the main trading focus placed on U.S. stocks.
According to Onchain Lens monitoring, a Hyperliquid trader, after being liquidated for approximately $2.05 million on a SKHX long position 3 days ago, has again established a $4.95 million HYPE long position with 10x leverage. His main positions include a $10.04 million ETH long position with 20x leverage; a $4.95 million HYPE long position with 10x leverage; and additional long positions in META and other assets. The trader's cumulative historical losses amount to approximately $504,800.
According to data from Trader T (@thepfund), Ethereum spot ETFs recorded a net inflow of $7.39 million yesterday, showing a significant recovery compared to the previous day (July 29 net outflow of $18.6 million). Among them, BlackRock ETHA led with an inflow of $16.24 million, Bitwise ETHW saw an inflow of $1.37 million, 21Shares TETH an inflow of $380,000, and Morgan Stanley MSSE an inflow of $410,000; Fidelity FETH had an outflow of $2.87 million, BlackRock staked ETHB an outflow of $5.9 million, VanEck ETHV an outflow of $700,000, and Grayscale ETHE an outflow of $1.55 million, with net inflows for other products at zero for the day.
that, according to Lookonchain monitoring, a whale has been steadily accumulating WBTC and ETH over the past month. In total, the whale purchased 1,050 WBTC at an average price of $64,277, worth $67.49 million, and 66,300 ETH at an average price of $1,758, worth $117 million. The whale's holdings are currently showing a profit of $10.8 million.
During the 11th year of Ethereum, the Ethereum Foundation underwent organizational restructuring, including leadership departures, layoffs, the introduction of a new CROPS mandate, and the spin-off of EthLabs, Ethereum Systems, and Ethereum Institutional as independent entities. The Ethereum Foundation seeks to further decentralize its role within the ecosystem. Concurrently, Ethereum continued to advance its technology and institutional adoption, launching the Fusaka upgrade and attracting participation from Wall Street institutions such as BlackRock and JPMorgan; cumulative inflows into US spot Ethereum ETFs have exceeded $11.23 billion.