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According to on-chain analyst Onchain Lens (@OnchainLens), wallet address 0xf29 deposited 5 million USDC into Hyperliquid and placed a TWAP order to open a $CXMT short position with 1x leverage, which is currently increasing.

According to BBX data, yesterday the two flagship institutions on Wall Street released their Q2 2026 financial reports on the same day, forming an important institutional narrative anchor regarding AI infrastructure and digital assets. The core dynamics are as follows:The Goldman Sachs Group, Inc. (NYSE: $GS) released its Q2 2026 financial report on July 14, with CEO David Solomon providing the strongest institutional endorsement of AI infrastructure to date during the earnings call: "AI infrastructure is in the early innings of a multi-year investment cycle," and stated that the company expects to finance most of the AI infrastructure development, driving growth in mergers and acquisitions, debt and equity issuance, and lending opportunities. This assessment highly resonates with Goldman’s ongoing positioning in the crypto ecosystem: Q1 2026 13F shows the company holds approximately $700 million in iShares Bitcoin Trust ($IBIT) positions, while simultaneously liquidating all positions in XRP ETF and Solana ETF, and increasing holdings in Circle ($CRCL), Galaxy Digital ($GLXY), and Coinbase ($COIN) stocks; the company applied to the SEC for a Bitcoin Premium Income ETF (covered call option structure) on April 14; and on June 12, completed a $75 billion fundraising as the lead underwriter for SpaceX's largest IPO in history. Solomon's "early innings" assertion is a public confirmation that Goldman views AI infrastructure investment and crypto asset allocation as part of the same long-term narrative.JPMorgan Chase & Co. (NYSE: $JPM) also released its Q2 2026 financial report on July 14. According to CoinDesk Live Updates, CEO Jamie Dimon identified the rapid construction of AI computing infrastructure as a core driver of corporate investment and financing demand during the earnings call, forming a rare cross-institutional consensus with Goldman and BofA. JPMorgan has previously maintained a cautious stance on crypto regulation, but its statements in the AI data center financing sector are becoming a foundation for its entry into adjacent crypto tracks (including loans to AI mining companies and tokenized bond underwriting). Notably, JPMorgan has previously issued multiple warnings of "time running out" during the CLARITY Act legislative process, and this financial report did not provide a new legislative timeline assessment, but the strong qualitative outlook for AI infrastructure indicates that the bank will continue to provide financing services to AI mining clients such as TeraWulf and IREN, further deepening its balance sheet exposure to the crypto ecosystem.

According to Onchain Lens monitoring, the U.S. government will transfer the seized assets related to the Bitfinex hacker case.Data shows that approximately 296,700 Tether USDt (USDT) worth of funds have been transferred from the government-controlled wallet to a Coinbase Prime address, and the market speculates that these funds may be used for over-the-counter (OTC) sales.

Founder of Strategy Michael Saylor stated that Bitcoin is digital capital, and Strategy is transforming it into digital credit.

The South Korean stock market continues its downward trend, with the KOSPI index dropping 4% during the day, and SK Hynix falling over 7%. The continuous decline in the stock market seems to have started to deter retail investors in South Korea, with a noticeable flow of funds back into the cryptocurrency market.According to Coingecko data, the largest CEX in South Korea, Upbit, has a trading volume of $4.26 billion in the last 24 hours, an increase of 1663%. The top 5 cryptocurrencies by trading volume on this CEX are: Bitcoin, XRP, USDT, ETH, and XEC.

The South Korean stock market continues its downward trend for nearly a week, once again experiencing a circuit breaker led by Samsung and SK Hynix. The continuous decline in the stock market seems to have started to deter South Korean retail investors, with a noticeable phenomenon of funds flowing back into the cryptocurrency market.According to Coingecko data, the largest CEX in South Korea, Upbit, has a trading volume of $4.12 billion in the last 24 hours, an increase of 436%. The top 5 cryptocurrencies by trading volume on this CEX are: Bitcoin, XRP, ETH, T, and BLAST.

According to SoSoValue data, last week the net inflow for Ethereum spot ETFs was $84.42 million. The Ethereum spot ETF with the highest net inflow last week was Blackrock ETF ETHA, with a weekly net inflow of $53.7458 million, bringing the total historical net inflow for ETHA to $11.18 billion. The second was Fidelity ETF FETH, with a weekly net inflow of $37.4766 million, currently having a total historical net inflow of $2.15 billion.The Ethereum spot ETF with the highest net outflow last week was Bitwise ETF ETHW, with a weekly net outflow of $2.7517 million, currently having a total historical net inflow of $382 million. As of the time of writing, the total net asset value of Ethereum spot ETFs is $9.59 billion, with an ETF net asset ratio (market value as a percentage of Ethereum's total market value) of 4.44%, and the historical cumulative net inflow has reached $10.97 billion.

According to BBX data, last week the completion of the most significant contract for Bitcoin mining company AI transformation was announced, and data on the market performance of crypto-listed companies post-IPO further reveals the industry's valuation dilemma. The core dynamics are as follows:TeraWulf Inc. (NASDAQ: $WULF) disclosed last week through SEC 8-K that the company signed a 20-year AI infrastructure lease with AI leader Anthropic (privately held) ------ the lease subject is TeraWulf's Justified Data campus located in Hawesville, Kentucky, totaling approximately 401 megawatts of IT critical load, expected to generate about $19 billion in contract lease revenue during the initial 20-year lease term (supported by expected investment-grade credit), with the first capacity expected to be delivered in H2 2027, and full capacity of 401MW expected to reach production by early 2028. On the same day, TeraWulf sold its 50.1% stake in the AI data center JV in Abilene, Texas (168MW), with the buyer being a consortium of investors led by Fluidstack, for a total consideration of approximately $530 million (in three phases: $250 million down payment within 14 days, $150 million by the end of 2026, and about $130 million by the end of April 2027), realizing a premium on the original $450 million investment, with the proceeds reinvested into TeraWulf's wholly-owned AI infrastructure projects. CEO Paul Prager: "This milestone collaboration demonstrates our ability to provide large-scale, power-secure infrastructure for top AI clients." $WULF rose over 16% during the day, and after the announcement, several institutions raised their target prices: BofA (Buy, $34), Citi (Buy, $36), Needham (Buy, $33, up from $28), Rosenblatt (Buy, $30), with the average price from Wall Street analysts exceeding $33; the company's stock price has risen over 80% year-to-date, with Benzinga assessing the momentum score at 98.06 (extremely strong).According to INN data from July 8, BitGo Holdings (NYSE: $BTGO) has fallen about 77% since its listing at $22.43 in January 2026, becoming one of the worst performers in this round of crypto IPOs, marking a systemic downturn in the market for crypto asset companies post-IPO; during the same period, Bullish (NYSE: $BLSH) has dropped about 71% from its listing price of $90 in August 2025, eToro Group (NASDAQ: $ETOR) has fallen about 42% from its listing price in May 2025, Figure Technology Solutions (NASDAQ: $FIGR) has decreased about 14%, and only Circle Internet Group (NYSE: $CRCL) has dropped about 6% since its listing in June 2025, showing the smallest decline. The continued weak market performance has substantially frozen the pipeline for subsequent crypto IPOs: Kraken's parent company Payward suspended its listing process this spring, and Grayscale, Consensys, and Ledger have all postponed their IPO plans until market conditions improve.

According to on-chain analyst @ai_9684xtpa, smart money (0x69b...378) that made a profit of 5.05 million dollars by buying low and selling high on ETH for two months has made another profit of 1.515 million dollars.This address had built a position of 6,109 ETH at an average price of 1,575.74 dollars between June 6 and June 7, and recharged Binance with 1,823 dollars 6 hours ago, subsequently receiving an equivalent amount in USDT.

Sharplink Research Director Steven Ehrlich published an analysis pointing out that Ethereum started strong in July 2026, with an increase of about 11% so far this month. Historical data suggests that investors should pay attention to ETH's performance in July. Steven Ehrlich noted that the core advantage of ETH's July performance is not merely volatility, but the asymmetry between rises and falls: when July sees an increase, the average rise is about 43%, while in years of decline, the average drop is only about 5% (from 2020 to 2025).Historically, months of significant gains for ETH are usually driven by "Ethereum-specific catalysts + supply-demand imbalance." The current market environment also presents similar opportunities, such as: institutional infrastructure is being built, the Ethereum roadmap is continuously upgrading, and corporate funds are consistently increasing their holdings of ETH. Currently, Ethereum is entering a new development phase, where institutional adoption, technological upgrades, and capital allocation may become important factors driving ETH's market performance.

Bitmine Chairman Tom Lee posted on the X platform that traditional finance (TradFi) and the cryptocurrency market "will eventually become one market."This statement stems from his interaction with Carrie Presley, the head of distribution at Fundstrat Capital—who recalled expressing strong optimism about ETH and blockchain to Tom Lee during an interview about six years ago, to which Tom Lee acknowledged and reaffirmed his long-term bullish stance.

According to Onchain Lens monitoring, a giant whale deposited approximately $500,000 into Hyperliquid and opened a short position of 6,914 ETH ($12.43 million) with 25x leverage, at an opening price of $1,790.36 and a liquidation price of $1,825.58. The current floating loss is about $50,700, just 1.55% away from the liquidation price.

Mike Selig, Chairman of the U.S. Commodity Futures Trading Commission (CFTC), stated on the X platform that innovators and market participants in the cryptocurrency industry need clear regulatory expectations, and the CLARITY Act will establish a comprehensive regulatory framework for digital assets. The future development of the U.S. cryptocurrency market requires a certain regulatory environment, and the CLARITY Act can provide "forward-looking" regulatory rules for digital assets. If the U.S. wishes to maintain its position as a global cryptocurrency hub, this bill is "legislation that must be passed."The CLARITY Act aims to further clarify the division of regulatory responsibilities in the digital asset market and establish a systematic framework for cryptocurrency asset trading, market structure, and regulatory authority. Supporters believe that the bill helps reduce regulatory uncertainty and promotes the development of businesses and capital in the U.S. market. Mike Selig has previously emphasized the need for clear and enforceable regulatory rules to support digital asset innovation while ensuring market safety and investor protection. This statement further reflects the trend of U.S. regulatory agencies pushing for clearer rules in the cryptocurrency industry.

The Web3 asset data platform RootData has now fully opened its personnel data, adding data on current and former team members in its project query function published on ClawHub Skill. It has newly added dynamic data on positions in the crypto field (covering the latest 200 hiring/termination updates) and supports queries for information on over 20,000 individuals in the crypto field, including introductions, links, and work details. All data is available for free access by AI agents.RootData has long tracked tens of thousands of LinkedIn and Twitter data, and based on user-submitted data, it maintains the most comprehensive and timely personnel database in the industry to meet users' more detailed information needs and reduce information barriers in the industry.RootData stated that through this comprehensive opening, it hopes to help more users quickly find key talents, gain insights into industry talent flow trends, and provide efficient data support for Web3 project recruitment, investment decisions, and industry research.

According to Onchain Lens monitoring, the whale "codename 9527.eth" (@QQARX) deposited 1 million USDC into Hyperliquid and opened two stock perpetual positions: 5x long on 13,855 SKHY (2.23 million USD) and 10x short on 1,385 SKHX (2.04 million USD), with an unrealized profit of 62,200 USD and a historical profit and loss of -252,800 USD.

According to on-chain analyst Onchain Lens (@OnchainLens), Abraxas Capital has supplied approximately $39,000,000 in assets to the Aave protocol in the past 24 hours, specifically including 15,000 ETH (approximately $26,420,000), 9,912,000 USDT (approximately $9,910,000), and 49.986 WBTC (approximately $3,080,000).In the last 2 hours, an additional supply of 7,000 ETH (approximately $1,227,000) and 4.412 million USDT (approximately $441,000) was made.

According to Onchain Lens monitoring, a giant whale deposited 4.51 million USDC into HyperliquidX 12 hours ago, holding more than double the long position of 21,210 SKHX (30.9 million USD), with an unrealized profit of 981,300 USD.The wallet has accumulated a profit of 3.62 million USD in the past month, with a win rate of 60%, specifically trading XYZ stock perpetual contracts.

Offchain Labs co-founder Steven Goldfeder posted on the X platform that as enterprise adoption accelerates, Arbitrum is ready to capture revenue. 10% of the fees collected by Robinhood Chain and all other Arbitrum L2s will flow into the Arbitrum ecosystem—8% will go into a treasury controlled by token holders, and 2% will be used to fund development.100% of the fees collected on Arbitrum One will be allocated to the Arbitrum treasury. According to previous reports, Robinhood Chain is an Ethereum Layer 2 network built on the Arbitrum tech stack.

Strive's Vice President of Bitcoin Strategy Joe Burnett stated that there are currently three types of investment views on Bitcoin in the market: first, the bulls, who believe that Bitcoin's long-term annualized return rate is higher than the cost of financing, and therefore are willing to borrow long-term capital to increase their Bitcoin holdings; second, the neutral investors, who view Bitcoin as a "Digital Credit" asset, only needing to believe that Bitcoin will not disappear and can generally follow the growth of USD inflation over the long term to meet their return needs.For example, according to Michael Saylor, if Bitcoin grows at an average annual rate of 3.3%, it can sustainably rely on capital gains to pay current dividends; third, the bears, who can express their views by shorting Bitcoin or leveraging Bitcoin products. Burnett believes that as bulls, neutrals, and bears all have corresponding Bitcoin investment tools, more capital is expected to enter the Bitcoin market.

According to Onchain Lens monitoring, a certain whale has concentrated approximately 5.85 million dollars worth of HYPE and LIT assets into the same wallet, and the funds may have been accumulated through Galaxy Digital.The transferred assets include 78,100 HYPE (worth about 5.25 million dollars) and 263,700 LIT (worth about 601,000 dollars).