Odaily News According to on-chain analyst Ai Yi's monitoring, a whale went long on BTC and ETH worth $71.8 million last night, taking profits after holding for 4 hours and netting $852,000. Among them, the entry price for ETH was $2,479.2, with a take-profit price of $2,493.5; the entry price for BTC was $78,032, with a take-profit price of $79,334. Currently, the whale has placed limit buy orders for 1,000 BTC in the range of $72,611 to $74,222, valued at approximately $73.53 million.
Odaily News: According to Onchain Lens monitoring, a whale has again withdrawn 46,800 HYPE from Coinbase Prime, worth $3.65 million. Last week, the whale had already withdrawn 33,810 HYPE, bringing the cumulative total to 80,600 HYPE, worth $5.53 million.
Odaily星球日报讯 据链上分析师余烬监测,鱼池联创王纯地址 (0xF42...2b51) 10 小时前再次减仓 6609 枚 ETH,价值 1663 万美元。本轮上涨以来,该地址累计减仓 23378 枚 ETH,价值 5506 万美元,均价约 2355 美元。
1. Arthur Hayes: The U.S. Treasury Secretary is replicating Yellen's liquidity injection strategy, and Bitcoin stands to benefit and rise;
2. Yi Lihua: In this bull run, BTC and ETH returns will exceed 3x, with ETH rebounding more than BTC;
3. Jiang Zhuoer summarizes his trades: ETH short position stop-loss resulted in losses of millions of dollars, calling it his biggest loss since swing trading;
4. Tom Lee: ETH's 30% weekly gain historically has signaled even larger gains in the coming weeks;
5. Coinbase's Stand With Crypto begins positioning for the U.S. midterm elections, set to unveil its endorsed Senate candidates list;
6. A U.S. soldier is accused of using non-public information to profit over $400,000 on Polymarket, facing opposition as CFTC intervenes in the criminal case;
7. Large stablecoin payment limits are proposed to be relaxed, with Japan potentially allowing single transactions to exceed 1 million yen;
8. Fu Peng: The AI narrative logic is shifting, with the market moving from "rewarding cash-burning expansion" to "penalizing capital consumption";
9. EntropyIO completes a $14 million funding round and secures $40 million in HYPE staking support.
Odaily News Former U.S. House Speaker Nancy Pelosi has filed her latest financial disclosure, revealing purchase transactions in semiconductor maker Intel (INTC) and clean energy provider Bloom Energy (BE).
According to the official disclosure document submitted to the Clerk of the House of Representatives, the transactions involve multiple positions across the two companies.
For Bloom Energy, the filing shows that Pelosi executed her first transaction on July 24, including:
- Purchase of 10,000 shares of Class A common stock, with a reported value between $1 million and $5 million;
- Simultaneous purchase of 100 call options with a strike price of $100 and an expiration date of June 17, 2027, also with a reported value between $1 million and $5 million.
On July 28, Pelosi made a second transaction:
- Purchase of an additional 5,000 shares of common stock, with a reported value between $500,000 and $1 million;
- Additional purchase of 100 call options with the same strike price of $100 and the same expiration date of June 2027, with a reported value between $500,000 and $1 million.
In total, Pelosi now holds 15,000 shares of BE common stock and 200 call options, with the disclosed overall Bloom Energy position valued between $3 million and $12 million.
For Intel, the filing shows that on July 24, Pelosi purchased:
- 10,000 shares of common stock, with a reported value between $500,000 and $1 million;
- Simultaneous purchase of call options with a strike price of $50 and an expiration date of June 17, 2027, with a reported value between $250,000 and $500,000.
Odaily Note: Relevant U.S. congressional disclosure rules require lawmakers to report asset transactions, but reported amounts use designated ranges rather than exact figures.
According to Odaily, data from GMGN shows that PoorGoat invested a total of approximately $95,000 to purchase 26.9 million CATE tokens, with an average market cap at entry of around $2.8 million.
Currently, CATE's market cap stands at approximately $70.8 million. PoorGoat's position is valued at around $1.98 million, with unrealized profits of approximately $1.96 million, representing a return on investment of about 2067%.
Odaily Planet Daily News: The Solana community is advancing two governance proposals, SGP-0002 and SGP-0003, aimed at tightening SOL supply by reducing new issuance and increasing burns. The detailed mechanism of SGP-0003 corresponds to SIMD-0553, which proposes introducing a resource-consumption-based transaction fee mechanism. It is expected to increase SOL's daily burn amount from approximately 650 SOL to between 7,500 and 9,000 SOL, with the corresponding value rising from about $65,000 to $750,000–$900,000. The detailed mechanism of SGP-0002 corresponds to SIMD-0550, which proposes doubling the speed at which SOL's annual inflation declines, advancing the 1.5% minimum inflation rate target from 2032 to 2029. This is expected to reduce SOL issuance by approximately 18.9 million SOL over the next six years, worth about $1.89 billion at current prices. SGP-0002 currently has a support rate of 16.24%, an opposition rate of 0.31%, and an abstention rate of 0.16%; SGP-0003 has a support rate of 13.23%, an opposition rate of 0.27%, and an abstention rate of 0.03%. Both proposals require a 1/3 participation rate to pass.
Odaily News, Maelstrom CIO Arthur Hayes stated in his latest article that US Treasury Secretary Bessent is adopting a liquidity injection strategy similar to that of former Treasury Secretary Yellen, by increasing long-term Treasury bond buybacks and other measures to suppress yields and release dollar liquidity into the market.
Hayes noted that at the end of 2023, Yellen released approximately $2.4 trillion in liquidity by increasing short-term Treasury issuance, which was followed by a significant rally in Bitcoin. Now, Bessent faces similar pressure on long-term Treasury yields, and it is expected that he may further expand Treasury buybacks and utilize funds from the Treasury General Account. Hayes believes that regardless of the pace at which these measures are implemented, they will ultimately increase dollar liquidity in the market and drive Bitcoin's continued upward movement.
According to Odaily, data from GMGN market data shows that the Robinhood ecosystem Meme coin CASHCAT's market cap briefly surpassed $229 million, hitting a new all-time high. It is currently reported at approximately $217 million, with a 24-hour gain exceeding 46%.
Odaily reminds that Meme coin prices are highly volatile and susceptible to market sentiment and hot events. Please be aware of trading risks.
Odaily Planet Daily News EntropyIO announced the completion of a $14 million funding round, led by Ribbit Capital, along with $40 million in HYPE staking support. The first batch of markets has gone live on Hyperliquid.
EntropyIO stated that it has launched the first liquid Anthropic trading market and plans to further expand into assets such as Pre-IPO startups, computing resources, public companies, and global indices to enable around-the-clock trading.
Team members come from Citadel Securities, Optiver, Polymarket, and Millennium, and have developed a liquidity-weighted oracle that dynamically adjusts external oracle price weights based on executable market depth, aiming to improve price discovery and liquidity for new asset classes.
Odaily Planet Daily News According to blockchain analyst Ember's monitoring, Hyperliquid's largest long position took profits and closed 60,000 ETH and 1,200 BTC in the early hours of today, realizing profits of $45.3 million. Its long position exposure has decreased from $537 million to $143 million. Among them, all 120,000 ETH long positions have been fully closed for profit, gaining $32.77 million; within the 3,000 BTC long positions, 1,200 BTC have been closed for profit, gaining $12.53 million. Currently, it still holds 1,800 BTC long positions with unrealized gains of $21.08 million. At present, the total profit, combining realized and unrealized gains, amounts to $66.38 million.
Odaily News, according to GMGN data, the market cap of Base Meme coin BLUECHIP has surpassed $9 million, up over 110% in the last 24 hours, currently reporting at $7.7 million.
In terms of narrative, BLUECHIP originates from the early trading experience of Cobie, the head of Coinbase's trading products. In June 2014, Cobie posted discussions for several consecutive days about a token called BlueChip, including its price reaching new highs, order book changes, and his decision to continue holding. Recently, these historical posts have been rediscovered by the community, forming a narrative of "2014 old meme revival."
Odaily reminds users that Meme coin prices are highly volatile, and investors should be aware of the risks.
Odaily News: According to Hayden Adams' monitoring, as the market recovers, Uniswap's weekly UNI burn has hit an all-time high, with an annualized burn rate of 31 million UNI, worth approximately $113 million, and it is still growing. Hayden Adams stated that the team continued building during the bear market and is now seeing early results in the bull market.
Odaily News: Japan's Financial Services Agency is pushing to relax regulatory restrictions on stablecoin issuance by trust banks, and plans to eliminate procedures such as document submissions. Stablecoins would be usable for large-value payments in areas like automobiles and real estate, with individual transactions potentially exceeding 1 million yen. The relevant measures are expected to be included in the tax reform requests to be finalized soon.


