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According to Onchain Lens monitoring, the "1011 Insider Whale" agent Garret Jin increased his 2x ZEC short position to 32,759.57 ZEC, worth $14.9 million, and still holds a 5x BTC long position, with an unrealized loss exceeding $16.38 million.

According to monitoring by GMGN, the Solana ecosystem meme coin ANSEM surged 25% within 1 hour, with its market capitalization recovering to around 380 million USD, and a 24-hour increase of 30%, with trading volume exceeding 39.7 million USD during the same period.This round of increase was due to Ansem himself (X: blknoiz06) announcing that a new round of airdrops has been completed, totaling approximately 7 million USD.

BIT analysts indicate that one of their assessments for the coming weeks is that Bitcoin's implied volatility may drop below 30% this summer, similar to 2023 and 2025. If this occurs, the option premiums could lose about 30% of their value solely due to the compression of volatility.Therefore, despite the current implied volatility being close to 36%, they still believe there are opportunities to sell volatility.

According to SoSoValue data, during this week's trading days (Eastern Time June 28 to July 2), the net inflow of SOL spot ETF was $5.7467 million.The SOL spot ETF with the highest net inflow this week was Bitwise ETF BSOL, with a weekly net inflow of $8.3244 million, and the historical total net inflow of BSOL has reached $898 million. The second was Fidelity ETF FSOL, with a weekly net inflow of $892,100, and the historical total net inflow of FSOL has reached $194 million.The SOL spot ETF with the highest net outflow this week was Grayscale SOL Trust GSOL, with a weekly net outflow of $3.4699 million, and the historical total net inflow of GSOL has reached $110 million.As of the time of writing, the total net asset value of SOL spot ETFs is $936 million, and the ETF net asset ratio (the market value compared to the total market value of SOL) is 1.99%, with a historical cumulative net inflow of $1.14 billion.

According to SoSoValue data, during this week's trading days (Eastern Time June 28 to July 2), the net inflow of XRP spot ETFs was $17.19 million.The XRP spot ETF with the highest net inflow this week was Bitwise ETF XRP, with a weekly net inflow of $7.919 million, bringing the total historical net inflow of XRP to $501 million. The second was Canary ETF XRPC, with a weekly net inflow of $6.3886 million, bringing the total historical net inflow of XRPC to $467 million.As of the time of writing, the total net asset value of XRP spot ETFs is $988 million, with an ETF net asset ratio (market value compared to the total market value of XRP) of 1.47%, and the historical cumulative net inflow has reached $1.49 billion.

According to SoSoValue data, during this week's trading days (Eastern Time June 28 to July 2), the HYPE spot ETF had a net inflow of 4.32 million USD.According to SoSoValue data, the HYPE spot ETF with the highest net inflow this week was the Bitwise ETF BHYP, with a weekly net inflow of 7.3262 million USD, and the historical total net inflow for BHYP has reached 124 million USD.The HYPE spot ETF with the highest net outflow this week was the 21Shares ETF THYP, with a weekly net outflow of 3.0105 million USD, and the historical total net inflow for THYP has reached 56.99 million USD.As of the time of writing, the total net asset value of the HYPE spot ETF is 336 million USD, and the ETF net asset ratio (the market value compared to the total market value of HYPE) is 2.28%, with a historical cumulative net inflow of 298 million USD.

According to SoSoValue data, during this week's trading days (Eastern Time June 29 to July 3), the Ethereum spot ETF had a net outflow of 13.67 million USD.The Ethereum spot ETF with the highest net outflow this week was Blackrock ETF ETHB, with a weekly net outflow of 39.216 million USD, and the historical total net inflow for ETHB has reached 519 million USD. The second highest was Grayscale Ethereum Trust ETH, with a weekly net outflow of 24.1797 million USD, and the historical total net inflow for ETH has reached 1.810 billion USD. The Ethereum spot ETF with the highest net inflow this week was Blackrock ETF ETHA, with a weekly net inflow of 44.6504 million USD, and the historical total net inflow for ETHA has reached 11.120 billion USD.As of the time of writing, the total net asset value of Ethereum spot ETFs is 9.020 billion USD, and the ETF net asset ratio (market value compared to total market value of Ethereum) is 4.38%, with a historical cumulative net inflow of 10.890 billion USD.

According to CryptoSlate, South Korea's Bitcoin treasury company Bitplanet has signed a memorandum of understanding (MOU) with Nasdaq-listed company Antalpha and its partners, planning to introduce 15 billion Korean won worth of Bitcoin mining equipment and to launch full-scale mining operations this month. The Bitcoin mined in the future will be recognized as operating income and managed as a long-term financial asset.The plan indicates that the first phase of equipment is expected to produce over 7 BTC per month, with an annual output of more than 80 BTC (subject to equipment utilization and electricity prices). The mining equipment will be deployed in overseas regions with competitive electricity costs, including Oman and Paraguay, and will adopt an overseas custody and joint operation model.

According to SoSoValue data, during this week's trading days (Eastern Time June 29 to July 2), Bitcoin spot ETFs experienced a net outflow of $527 million. The Bitcoin spot ETF with the highest net outflow this week was BlackRock ETF IBIT, with a weekly net outflow of $773 million, and the historical total net inflow for IBIT currently stands at $59.99 billion.The second highest was Grayscale Bitcoin Trust GBTC, with a weekly net outflow of $27.6866 million, and the historical total net outflow for GBTC currently stands at $27.17 billion. The Bitcoin spot ETF with the highest net inflow this week was Ark & 21 Shares ETF ARKB, with a weekly net inflow of $10.2 million, and the historical total net inflow for ARKB currently stands at $1.26 billion.As of the time of writing, the total net asset value of Bitcoin spot ETFs is $74.37 billion, with an ETF net asset ratio (market value compared to total Bitcoin market value) of 6.02%, and the historical cumulative net inflow has reached $51.08 billion.

According to token unlocking data from the Crypto asset data platform RootData, Unitas (UP) will unlock approximately 9.38 million tokens at 0:00 on July 13, Beijing time, worth about 3.01 million USD.

According to SoSoValue data, the overall cryptocurrency market is on an upward trend, with the CeFi sector performing strongly, rising 2.74% in 24 hours. Among them, Binance Coin (BNB) increased by 3.19%, and Bitget Token (BGB) rose by 1.01%. At the same time, Bitcoin (BTC) increased by 1.21%, breaking through $63,000; Ethereum (ETH) rose by 1.26%, approaching $1,800.In other sectors, the DeFi sector rose 2.41% in 24 hours, with Lighter (LIT) increasing by 18.06%; the Layer1 sector rose by 2.15%, with Canton Network (CC) increasing by 4.5%; the Meme sector rose by 1.38%, with Pump.fun (PUMP) increasing by 7.83%; the PayFi sector rose by 1.12%, with Ultima (ULTIMA) increasing by 11.19%; the Layer2 sector rose by 0.21%, with Starknet (STRK) increasing by 1.94%. In addition, the NFT sector fell by 0.93%, with Pudgy Penguins (PENGU) decreasing by 2.81%.

According to on-chain analyst Ai Yi's monitoring, a certain address opened a $38.07 million BTC 20x long position at 8:30 AM today, becoming the TOP6 position on Hyperliquid BTC. Currently holding 600 BTC, the opening price was $63,476, while setting take profit and stop loss points: take profit 200 BTC when the price rises to $65,000, take profit 100 BTC when it rises to $66,000, and stop loss 200 BTC when it falls to $60,000.

According to CryptoQuant data, the capital efficiency of Bitcoin in each bull market cycle is significantly decreasing. In the 2011 cycle, approximately $2.8 billion in net inflows drove a rise of about 55,000%; in 2015, about $69 billion corresponded to nearly 10,000%; in 2018, about $365 billion corresponded to about 2,000%; and in this cycle since 2022, about $697 billion has only produced a 689% return.In 2011, about $5 million in new funds could double the price of Bitcoin, while this cycle requires about $101 billion. CryptoQuant founder Ki Young Ju stated that this means Bitcoin needs to become a core macro asset rather than just a retail-driven ETF trade. The next parabolic market needs to attract over $1 trillion in new funds, far exceeding the current level of institutional adoption. However, this argument faces real challenges: the U.S. spot Bitcoin ETF has seen record outflows in the past month, Bitcoin ended the first half of the year at a loss, and retail funds are withdrawing rather than institutional funds accelerating inflows.

According to DefiLlama data, Kalshi's trading volume in June reached nearly $9.4 billion, setting a new historical high, a significant increase from about $5.3 billion in May. Polymarket International's trading volume during the same period also rose from about $3.5 billion to approximately $4.3 billion. The 2026 FIFA World Cup will kick off on June 11, expanding to 48 teams for the first time, and according to CNBC, it has become the biggest driving force behind June's prediction market trading. Trading activity during the knockout stage is particularly active; as of the time of writing, the Round of 16 match between Canada and Morocco generated over $48 million in trading volume on Kalshi, and over $26.8 million on Polymarket.Meanwhile, prediction markets in the United States face ongoing legal and regulatory disputes, with nearly a dozen states taking action against Kalshi and Polymarket. CFTC Chairman Selig has accused the states of illegal enforcement actions against federally regulated exchanges. In Europe, ESMA reminded companies last Friday that many event contracts may be subject to existing binary options restrictions.

According to OnchainLens monitoring, a newly created wallet "0x016" deposited approximately 2.67 million USDC into Hyperliquid and subsequently established a long position in LIT with a scale of about 1.62 million dollars using 2x leverage.The position is currently in profit, with an unrealized gain of over 330,000 dollars.

According to monitoring by Lookonchain, an unusual transaction by a certain whale showed that 1,126.44 ETH (worth about 2.01 million USD) was exchanged for 5,776 LIT (worth about 14,000 USD), resulting in an on-paper loss of nearly 2 million USD.The transaction price deviated extremely from the market value, leading to significant slippage losses.

According to the Goldman Sachs report on "China's AI Computing Power" disclosed by P Equity Research, China is accelerating the construction of a national computing power network, with related infrastructure projects expected to attract 7 trillion yuan in investment by 2026. In the next five years, investment in data centers is projected to reach about 2 trillion yuan. Currently, funds and technology are being massively transferred to western computing power hubs, while data centers in first-tier cities are transforming to focus on ultra-low latency computing, edge nodes, and AI inference. Although GW-level clusters with over 100,000 chips remain scarce domestically, in typical GW-level computing power parks, workloads are primarily composed of inference, which accounts for more than half, as well as training and full-stack R&D.The report predicts that by 2026, the market share of domestically produced AI acceleration chips is expected to exceed 50%. Among them, Huawei and Alibaba's Pingtouge lead the domestic camp with shares of 20% and 7%, respectively, but Nvidia currently maintains overall market dominance with a 55% share. In terms of cost and performance, domestic chips have capital expenditures on IT power consumption that are 40% to 50% lower than imported chips, but due to performance gaps, their capital expenditures per unit of computing power are 2 to 4 times that of imported chips, and the computing power generated per unit of power consumption is only 10% to 30% of that of imported chips. Additionally, the daily average token output of Huawei's 910B/910C servers is about one-sixth to one-third of that of Nvidia's H800, resulting in significantly lower API profit margins based on that hardware compared to peers using Nvidia hardware.

According to Onchain Lens monitoring, a newly created wallet withdrew 323.72 BTC from Binance in the past hour, worth 20.59 million dollars.