10x Research 数据显示，过去一年，比特币持有者（或称“鲸鱼”）抛售了超过 50 万枚比特币，按当前价格计算价值超过 500 亿美元。这大致相当于自美国 ETF 获批以来流入这些基金的净流入量。尽管“鲸鱼”们减少了持仓，但 ETF、资金管理公司和其他机构在过去一年中共计吸收了近 90 万枚比特币。这些机构目前持有约 480 万枚比特币，而流通中的比特币总量约为 2000 万枚。 (PANews)
Click on the link to enter Tencent Meeting: https://meeting.tencent.com/p/5658778060 It's the weekend again. The market situation this weekend may make everyone work overtime. Everyone knows that Laoguan usually takes weekends off and does not work overtime. Because in my opinion, there is a high probability that the Chinese market will experience strong and weak fluctuations. But whether it's feeling or intuition, I think the market this weekend may make everyone work overtime. As for the route itself, there is currently nothing to elaborate on. Just one thing to know is that we have a large empty position with a comprehensive cost of 109700 points. And we have long defined this short position as the last short selling opportunity in the current market. To put it in an idiom, if you don't succeed here, you will become benevolent. So the current main idea has not changed much, holding short positions and supporting them. During the live broadcast yesterday, Ethereum mentioned that there is a prototype of a double top at the 1-hour level, and also mentioned that the prototype of the double top has not been confirmed. Under what conditions can confirmation actions be taken? In the subsequent fluctuations last night, Ethereum's hourly level showed a follow-up fluctuation after rising again. However, it is not bad news for the Air Force, as the hour level breaks the premise of the existence of the M-head and once again forms a head shoulder top shape. So in summary, in the current market, you need to do the right thing and take the right path. In my opinion, what is the right thing to do, short selling is the right thing to do, short selling is the right path, and short selling is the right path. Tencent Meeting: 5658778060 QQ group number: 1011485129 Aicoin group: https://aicoin.com/link/chat?cid=2ARLLeaoM Disclaimer: The above content only represents the author's personal opinion and is for communication and sharing purposes only. It does not represent the position or viewpoint of AiCoin and does not constitute any investment advice. Based on this investment, there may be external contacts, which have nothing to do with AiCoin, and the consequences shall be borne by oneself.
The OKX H/USDT perpetual funding rate is currently -1.21%, and bears need to pay funding fees to bulls, indicating a high bearish sentiment in the market. AiCoin [PC - Home - Popular Rankings] has launched the "Fund Rate" ranking, which provides a list of rate arbitrage opportunities. Capital fees are an important mechanism for anchoring spot prices in perpetual contracts, used to balance long and short sentiment. When the funding rate is greater than 0, long positions pay funding fees to short positions; When the funding rate is less than 0, short sellers pay funding fees to long sellers.
According to BlockBeats, on July 4th, former Ethereum core developer Eric Conner recently listed the three major catalysts for Ethereum's explosion: Stablecoins are continuously injected into the US dollar through Ethereum: with 21 consecutive months of growth, the monthly transfer volume now rivals Visa. Stablecoins are the cash engine on the chain, driving the sustained demand for ETH blockchain space. On the other hand, the net inflow of spot ETH ETFs reached $1.17 billion in June alone. The fund manager expects the size of ETH ETFs to reach several times this level in the second half of 2025. Finally, the CEX balance is only 9 million ETH, the lowest level since 2015. Eric Conner stated that Ethereum has been hovering between $2400 and $2600 for several weeks, with reduced trading volume and quietly appearing high and low points. Long term consolidation usually leads to drastic fluctuations. Therefore, if ETH firmly breaks through $2600, the trend may be rapid and drastic.
ETH has declined, with a trading volume of $42.8 billion in the past 24 hours and a circulating market value of $310.8 billion, representing a 1.07% decrease in market value. Data for reference only
According to BlockBeats, on July 4th, Lorenzo, an on chain asset management platform, officially launched its first OTF (On chain Traded Fund) testnet product - USD1+OTF, which is also its first U-shaped income product settled in USD1 stablecoin. It has been deployed on the BNB Chain testnet. This product is supported by Lorenzo's Financial Abstraction Layer, which integrates RWA earnings, quantitative strategies, and DeFi earnings. All earnings are settled in USD1, making Lorenzo one of the earliest projects to build real income products around USD1 and promoting its practical use in the on chain financial ecosystem. Users can participate in product testing by pledging USDT, USDC, or USD1 to obtain sUSD1+tokens representing the right to return, and experience a stable, diverse, and authentic return structure. Lorenzo's future vision is to build an on chain investment bank, focusing on providing standardized issuance, tokenization management, and fundraising services for income generating assets such as CeFi, RWA, and DeFi, bridging the gap between large-scale on chain funds and institutional level wealth management products.
