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Michael Saylor posted on the X platform, stating that strong consensus is Bitcoin's immune system, transaction fees price block space, nodes set policies, miners build blocks, and holders allocate capital. Changes to the protocol must achieve overwhelming consensus, so bad ideas will fail before they become interventionist bad protocol changes.

According to Onchain Lens monitoring, the whale address "FU76ac" has deposited approximately $2.76 million worth of USDC into the Kamino Finance lending pool.The funds were routed to the Kamino Lending Program through the Invest function of the Kvault Program for the purpose of participating in lending and earning returns.

According to EToday, the five major virtual asset exchanges in South Korea (Upbit, Bithumb, Coinone, Korbit, Gopax) added only 117 new trading supports in the first half of the year, a decrease of 44% compared to 210 in the same period last year; the net increase dropped sharply from 191 to 49, a year-on-year decline of 74%.At the same time, the number of trading supports terminated surged from 19 to 68, an increase of 258%. The global virtual asset trading volume recorded $46.07 billion in June, a 34% decrease from $70 billion in the same period last year. The shrinkage in trading volume directly compresses fee income, with Dunamu (the parent company of Upbit) and Bithumb's fee income accounting for 97.49% and 99.99% of their operating revenue in the first quarter, highlighting the issue of high dependence on retail spot trading.

According to token unlock data from the crypto asset data platform RootData, Rain (RAIN) will unlock approximately 5,063,177 tokens on July 12 at 11:00 Beijing time, worth about 778 million USD.

According to CoinDesk, Thomas Sy, head of multi-asset solutions at New York Life Investment Management (NYLIM), stated that the core application of the next phase of tokenization will be to achieve "personalized portfolio construction," rather than merely enhancing settlement efficiency or extending trading hours.NYLIM manages approximately $807 billion, with about $11 billion overseen by Sy's team. He pointed out that blockchain technology is expected to enable asset management institutions to customize complex portfolio strategies for different investors on a large scale, a capability that is currently difficult to achieve within the traditional financial system.Sy indicated that the core of asset management will shift towards "highly customized" solutions in the future, and blockchain is the only technological path that can achieve this goal at scale. He believes that tokenization is not just about putting ETFs, bonds, or private credit on-chain, but more importantly, about reconstructing the way portfolios are built.He also noted that current asset portfolios typically involve a mixed allocation of ETFs, bonds, and private assets, but due to operational complexities, personalized strategies are difficult to scale. Tokenization is expected to "embed customization logic into the assets themselves," reducing operational costs and enhancing efficiency.In addition, Sy stated that stablecoins have become a key entry point for traditional finance to enter the blockchain space, with the current scale of stablecoins exceeding $300 billion, being used for cross-border payments and fund management. He believes this trend will gradually drive institutional demand for on-chain income-generating assets.In the area of decentralized finance (DeFi), NYLIM is still researching related applications, but Sy emphasized that institutional participation still requires more mature infrastructure, including the improvement of tokenized collateral, clearing mechanisms, and the prime brokerage service system.

According to on-chain analyst Yu Jin's monitoring, a giant whale address has continuously withdrawn ETH and WBTC from Binance since July 1, and today it withdrew another 4,942 ETH (approximately 8.83 million USD) and 111.5 WBTC (approximately 7.01 million USD).In the past 4 days, a total of 24,694 ETH (approximately 40.26 million USD) and 211.5 WBTC (approximately 13.25 million USD) have been accumulated, with current unrealized profits reaching 3.61 million USD.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Counter-Strike: EYEBALLERS vs Team Nemesis - XSE Pro League Group Stage," the option "EYEBALLERS" in the sub-market "Match Winner" has experienced significant fluctuations in winning probability, soaring from 40.5% an hour ago to the current 85.5% (a fluctuation of 45%). Please note the impact of related breaking news.

On-chain analyst Specter posted on the X platform, revealing that about 16 hours ago, a wallet suspected to be related to Mining Express exchanged 5,004 ETH for approximately 8.8 million DAI. Specter stated that he first tagged this address on June 15 but only recently completed further tracking analysis, providing multiple related addresses for verification.Currently, this large-scale exchange behavior has drawn market attention to potential historical capital flows and liquidation motives. According to his tracking, this address has an on-chain connection to the Mining Express project initiated in Ukraine in 2019 by Brazilian founder Kaze Fuziyama.The project initially attracted investors through a multi-level marketing (MLM) approach, later being labeled a Ponzi scheme, and after halting payments, shifted to business models such as cloud rendering.Historical on-chain records show that on March 19, 2024, this wallet received 4,512 ETH from related addresses and subsequently engaged in staking operations through Lido and Ether.fi; by April 2026, all these ETH had entered a staked state and were fully unstaked by May 4.

Strategy CEO Phong Le stated in a post that after recently returning to Vietnam, he once again felt the global influence of the United States in terms of freedom, opportunity, and institutional appeal. He likened Bitcoin to the "United States of Currency," believing that Bitcoin attempts to constrain the monetary system with transparent rules rather than human discretion, much like the U.S. Constitution regulates government.He pointed out that Bitcoin, based on its white paper, digital scarcity, and proof of work, provides individuals with property rights protection and value storage options that do not depend on geography, politics, or permission, defining it as a form of "monetary freedom" for individuals worldwide.

According to on-chain analyst @ai_9684xtpa, a new address withdrew 61.35 WBTC from Binance again 30 minutes ago. Since June 30, it has accumulated 19,725.38 ETH and 161.35 WBTC, with a total value of 41.5 million USD and an unrealized profit of 3.59 million USD.

According to monitoring by Lookonchain, trader 0xe8be opened a 4x leveraged long position in ANSEM, with a position size of approximately 619,853 ANSEM (about $213,000).Currently, this position has recorded an unrealized profit of about $111,000, with a return rate of approximately 209.28%, indicating significant leveraged gains from short-term price fluctuations.

According to on-chain analyst Yu Jin's monitoring, F2Pool co-founder Wang Chun has recently reduced his holdings by 36,600 ETH and 160 WBTC, expecting a profit of 3.4 million USD.In June, he gradually bottomed out around 70,600 ETH (117 million USD) and 966 WBTC (60.29 million USD).

According to monitoring by Onchain Lens, a certain whale "0xD12" experienced partial liquidation of a 10x leveraged XPL short position on Hyperliquid. Data shows that the scale of this liquidation was approximately 3.83 million XPL (worth about $434,000), with an actual loss of about $40,900.After part of the position was forcibly closed, the trader still holds approximately 15.33 million XPL short positions (about $1.71 million), with a current unrealized loss of about $145,300, and is close to the liquidation price of the remaining position.

According to on-chain analyst Yu Jin's monitoring, HYPE recently rebounded from $60 and has re-established itself above $70. A certain whale address withdrew 212,500 HYPE from Morpho one hour ago, worth approximately $15 million, and has since transferred all of it to Coinbase.

The decentralized privacy protocol Hinkal has released a security incident update, confirming that attackers extracted approximately 797,000 USDC from its Ethereum contract through a series of transactions and exchanged it for about 454 ETH. Approximately 410 ETH was subsequently transferred to Tornado Cash, while the remaining approximately 44.67 ETH was cross-chain transferred to the Bitcoin network via THORChain. They are currently tracking the flow of funds in collaboration with external security teams.Hinkal stated that this security incident is limited to the relevant funds pool on the Ethereum chain, and other on-chain contracts have not been affected. However, all contracts have been temporarily suspended for repairs and security verification. All affected user funds will be compensated at a 1:1 ratio, and the specific compensation process and timeline will be announced in future updates.

According to Onchain Lens monitoring, the wallet associated with the USDH deployer deposited 212,498 HYPE into Coinbase, worth 15.07 million USD.

According to Bloomberg, citing informed sources, SK Hynix Inc. is considering paying underwriting fees of approximately 0.5% of the total fundraising amount to investment banks participating in its U.S. listing project. This deal is expected to become one of the largest stock issuances in history.Informed sources stated that although SK Hynix has indicated plans to issue new shares equivalent to a maximum of 2.5% of the company's total equity, the final issuance scale has not yet been determined, which will directly affect the amount of underwriting fees that the investment banks will ultimately receive.Additionally, SK Hynix may also pay extra discretionary bonuses to the investment banks involved in the transaction, beyond the basic underwriting fees. Informed sources mentioned that discussions are still ongoing, and the final agreement details may still change.

According to Bloomberg, Micron officially broke ground on its factory expansion project in Higashi-Hiroshima City, Hiroshima Prefecture, Japan on Saturday. The total investment for the project is approximately 1.5 trillion yen (about 9.3 billion USD), aimed at producing advanced memory chips for the AI era.The new production line will focus on key chips such as high-bandwidth memory (HBM), which are core components supporting the performance of AI processors like those from Nvidia. The related chips are expected to start shipping as early as the summer of 2028.The Japanese Ministry of Economy, Trade and Industry has provided up to 500 billion yen in subsidy support for the project to strengthen domestic semiconductor manufacturing capabilities and enhance supply chain resilience.This expansion project is seen as an important step for Japan to strengthen its semiconductor manufacturing layout in the global AI chip competition.

According to official news, the Jupiter Strategic Reserve Trust, Jupiter Litterbox Trust, increased its holdings by 186,546 JUP yesterday, worth approximately $45,000. This month, it has accumulated purchases of 1,226,119 JUP, worth about $300,000. So far, its total purchases amount to 145,028,229 JUP, valued at approximately $34.8 million.The Jupiter Strategic Reserve Trust is the official on-chain treasury fund of Jupiter, automatically transferring 50% of the revenue from the Jupiter protocol to continuously buy and hold JUP tokens on the open market through smart contracts, often humorously referred to by the community as the "Litterbox Trust."

According to Onchain Lens monitoring, the new wallet with the address "0x243" deposited 52.67 BTC (worth 3.26 million USD) into HyperLiquid for selling, and then opened a long position of 14.189 million XRP (20x leverage) valued at 16.3 million USD.The floating profit of this position has reached approximately 477,000 USD.