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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 a post by the cryptocurrency venture capital fund Pantera Capital, Hyperliquid's potential addressable market size is approximately $100 trillion in nominal daily trading volume, which includes about $200 billion in 0DTE options and leveraged ETF trading, around $2 trillion in commodity derivatives trading, and approximately $8 trillion in foreign exchange derivatives trading, which is currently almost entirely off-chain.Pantera stated that if Hyperliquid can consistently capture a low single-digit share of the aforementioned comprehensive trading volume, its revenue potential could reach up to five times the current level. It is estimated that if the HIP-3 market is calculated at an annualized nominal trading volume of $36.5 trillion and captures a 1% market share, under the assumption of a 2 basis points comprehensive fee rate and a 50% Hyperliquid economic split, Hyperliquid could generate approximately $3.7 billion in revenue.However, Pantera also pointed out that regulation is the biggest risk facing Hyperliquid. Perpetual contracts are not yet fully open in the United States, and if the U.S. pushes for the legalization of related products and launches regulated platforms in the future, Hyperliquid may face more intense competition, and some U.S. user trading volume may also shift to compliant venues. Pantera also believes that Hyperliquid may eventually launch a regulated version for the U.S. market, similar to other platforms.

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 on-chain analysis platform Lookonchain, whale addresses have recently started to increase their holdings of the gold token XAUT again.Among them, Abraxas Capital has withdrawn 3,931 XAUT from exchanges in the past 12 hours, worth approximately 15.97 million USD.

DeFi portfolio tracker Zapper's CEO Seb Audet announced that after nearly 7 years of operation, the company has decided to shut down completely. All functionalities, including the official website, mobile application, and API services, will officially go offline on August 3. Zapper was established in 2019 and was a mainstream portfolio tracking tool in the DeFi space, with features including liquidity pool monitoring, yield farming tracking, DEX aggregation, and NFT support. At its peak, the project had 2 million monthly active users and processed over $13 billion in transaction volume.Zapper previously raised $15 million in Series A funding led by Framework Ventures, with investors including Mark Cuban. Seb Audet stated that after evaluating various options, the company believes that an orderly shutdown is the best choice at this time.

Strive's Vice President of Bitcoin Strategy Joe Burnett stated that the annualized rate of return (ARR) for Bitcoin's breakeven point is often misunderstood, and understanding this concept is crucial for grasping the market. He categorized global capital allocation to Bitcoin into three paths: Bullish Bitcoin - believing that Bitcoin will appreciate significantly, borrowing long-term funds at a cost of less than 20% to increase positions; Neutral Bitcoin (digital credit) - Bitcoin only needs to grow by 3.3% annually to permanently cover dividends through capital appreciation, such buyers only need to believe that Bitcoin will not disappear and will outpace inflation, which may have become a global consensus; Bearish Bitcoin - expressing a bearish view through shorting Bitcoin or amplifying Bitcoin.Burnett pointed out that these three paths correspond to three types of Bitcoin-linked instruments, allowing major global capital allocators to find allocation methods that match their worldview, which is precisely the path through which over a trillion dollars of capital is gradually flowing into the Bitcoin market.

According to Bloomberg, the venture capital firm Paradigm, focused on the cryptocurrency sector, has raised approximately $1.2 billion and plans to increase its investment in artificial intelligence (AI) related projects.According to informed sources, this fundraising will focus on AI infrastructure, AI Agents, and the integration of AI with blockchain technology. Paradigm hopes to capture the next wave of technological innovation through the new fund and expand its investment footprint in emerging technology sectors.Founded in 2018 by Matt Huang and Fred Ehrsam, Paradigm is one of the leading cryptocurrency venture capital firms in the industry, having invested in several blockchain projects including Coinbase and Uniswap.This fundraising indicates that after experiencing previous market cycle adjustments, crypto capital is refocusing on the intersection of AI and blockchain. With the rapid development of AI agents, decentralized computing, on-chain data infrastructure, and other areas, more and more crypto investment firms are beginning to see AI as an important growth opportunity for the next stage.

According to Onchain Lens monitoring, Abraxas Capital withdrew approximately 3,931 XAUT (Tether Gold) from the four major exchanges Bitfinex, OKX, Bybit, and Binance in 8 minutes, with a total value of about 15.96 million USD.The specific distribution is as follows: Bitfinex: 760.244 XAUT (approximately 3.09 million USD), OKX: 940.207 XAUT (approximately 3.82 million USD), Bybit: 230 XAUT (approximately 934,000 USD), Binance: 2,001 XAUT (approximately 8.12 million USD).

Bitcoin Treasuries.NET posted on platform X that Michael Saylor of Strategy stated that if Bitcoin's long-term increase exceeds 3.3%, BTC capital gains can indefinitely fund STRC dividends. Even if BTC's annual increase is 0%, Strategy still has 31 years of dividend funding.

According to Onchain Lens monitoring, the Abraxas Capital address deposited 8,000 ETH into Aave, worth 14.15 million USD.

Metagent co-founder and former CTO Li Bojie responded to the accusations from ABCDE Capital partner Du Jun, stating that of the $1.5 million stipulated in the investment agreement, only $500,000 has been received, while the remaining $1 million has not been paid, yet the cap table still calculates ABCDE's equity based on $1.5 million. Li Bojie indicated that due to the long delay in funding, he and the co-founders voluntarily reduced their salaries, which hindered the company's recruitment and research and development; he left in October 2024 due to family reasons and compliance issues with Web3 in mainland China. Before leaving, he disclosed the cap table and business progress as required, and stated that future entrepreneurial projects will avoid areas related to non-compete clauses such as Web3, AI infrastructure, and image generation.

Crypto analyst Murphy pointed out that during Bitcoin's rebound from $58,000 to nearly $64,000, the relative trading volume of spot transactions quickly declined. A rebound lacking support from spot demand is difficult to establish a basis for a trend reversal and often represents merely a sentiment-driven recovery, necessitating attention to the sustainability of the rebound.On the positive side, the USDC/USDT exchange rate fell from 1.001 to 1.0006, indicating that the intention to exit is weakening and trading intentions are recovering. Although mainstream stablecoins on trading platforms are still in a state of net outflow, the outflow magnitude continues to narrow, and the marginal improvement in funding pressure supports the continuation of the rebound. However, the weakening of spot driving forces means that the weight of derivatives is relatively increasing. The 7-day average of perpetual contract long premiums has continuously risen to $160,000/hour, indicating that Taker buying pressure is persistently pushing perpetual prices above spot prices; although open interest has decreased, it remains significantly higher than levels seen in February of this year. Currently, the long premium is still within a normal range, but as the rebound continues, the risk of long squeezes will continue to accumulate—once open interest rebounds again, intense long-short battles will lead to faster and more abrupt volatility, which is a hidden risk that needs to be monitored in advance.

According to the forecast data released by The Kobeissi Letter, the investment boom in the AI sector is reshaping the structure of the U.S. economy. It is expected that by 2027, the capital expenditure of the five major tech giants—Alphabet, Amazon, Meta, Microsoft, and Oracle—in the AI field will account for about 3.2% of the U.S. Gross Domestic Product (GDP).If this forecast comes to fruition, it will mark the first time in U.S. history that annual AI capital expenditure exceeds national defense spending (which is expected to account for about 2.7% of GDP next year).Data shows that this year (2026), the AI capital expenditure of these five companies is expected to exceed $800 billion, with its share of GDP sharply rising from 1.5% in 2025 to around 2.5%, nearing the estimated 2.7% for defense spending. By 2027, this figure is expected to soar further, reaching a record $1.1 trillion.

According to Onchain Lens monitoring, a wallet associated with Abraxas Capital, which has accumulated a profit of 173.75 million dollars on Hyperliquid, has deposited 2 million dollars back into the platform.Currently, the total position size of this account is approximately 35.92 million dollars, with 98.5% of the risk exposure concentrated in short positions.

Michael Saylor stated that the biggest evolution of Bitcoin in the next decade will come from fewer changes at the protocol layer and a greater role in other areas. He believes that the foundational layer of Bitcoin will become more solid, capital markets will continue to deepen, applications will expand, institutions will enter, and the world will build on Bitcoin. Bitcoin is not a tech stock, a payment company, or a software platform competing to add features, but a monetary network whose purpose is not to act quickly and disrupt things, but to move slowly and remain unbroken.Saylor indicated that Bitcoin has won the first important battle, and the world is increasingly understanding that Bitcoin is digital capital, possessing attributes such as scarcity, durability, portability, divisibility, programmability, and global transferability. The strongest version of Bitcoin is not to "replace all payment rails," but to become a neutral, global, scarce asset around which capital, credit, and commerce are organized. The foundational layer is not optimized for coffee payments, but designed for final settlement, reserve assets, collateral settlement, and ultimate ownership transfer.He believes that the four-year cycle of Bitcoin is still important, but no longer the dominant model. In the next decade, Bitcoin's price movements will be driven less by miner issuance and more by capital flows from ETFs, corporate treasuries, sovereign reserves, bank credit, derivatives, insurance, collateral, and global savings. Halving will tighten supply, while capital flows will determine the growth trajectory. Digital credit will accelerate Bitcoin adoption, connecting Bitcoin capital with the broader financial system.Saylor stated that the main question in the next decade is not whether Bitcoin can survive, but whether economic exposure is still connected to real Bitcoin or if too much "paper Bitcoin" is being formed. Custodial transparency, proof of reserves, risk management, capital structure, and counterparty risk will all become important.He expects that by 2036, Bitcoin will be more widely held, more deeply institutionalized, more politically significant, and become an important collateral asset in the digital credit market; while the foundational protocol itself may change less than everything built around it.