attention

According to GMGN data, the top 5 tokens with net inflow of KOL in the past 24 hours are as follows:dog (G2Xh....ump): net inflow of $2,000, increased by 206.6% in the past 24 hours, currently priced at $0.0001.biketyson (CbyT....ump): net inflow of $2,000, increased by 16165.1% in the past 24 hours, currently priced at $0.0005.TripleT (J8PS....ump): net inflow of $1,000, increased by 51.3% in the past 24 hours, currently priced at $0.0136.AERO (45p6....ump): net inflow of $549, increased by 52.4% in the past 24 hours, currently priced at $0.0001.MEGUSTA (EzX3....ump): net inflow of $460, increased by 13.6% in the past 24 hours, currently priced at $0.0001.

According to GMGN data, the top 5 tokens with net inflow in the past 24 hours are as follows:POKEMON (EhCz....ump): Net inflow of $6,000, with a 24-hour increase of 5595.8%, currently priced at $0.0002.QUALITY (FqEy....ump): Net inflow of $4,000, with a 24-hour increase of 6982%, currently priced at $0.0002.KURO (5Cwp....ump): Net inflow of $2,000, with a 24-hour increase of 5237.4%, currently priced at $0.0002.moonkey (BRZ5....ump): Net inflow of $2,000, with a 24-hour increase of 12718.1%, currently priced at $0.0004.VI (35zA....ump): Net inflow of $1,000, with a 24-hour increase of 1660.9%, currently priced at $0.0001.

Trader Ansem posted that the altcoins of 2017 are essentially not much different from today's Meme coins. The former often attracted market funds through white papers and founder narratives, while today's Meme coins at least explicitly acknowledge that their essence is a form of attention trading.Ansem stated that he is currently more optimistic about Meme coins than ever before.

Chief Economist Fu Peng of New Fire Group published an article pointing out that although Nvidia's latest financial report has exceeded expectations for 15 consecutive quarters, the market has reacted lukewarmly to the financial data itself. Indicators such as stock price and options volatility show that market investors are currently more concerned about whether the free cash flow of the future index center can be smoothly delivered, and how long the momentum of AI growth can be maintained. These issues weigh more heavily than the performance of a single quarter's financial report, so even if this performance exceeds Wall Street's expectations by a few points, it does not change the denominator of the valuation.Fu Peng believes that Jensen Huang's statement during the conference call clearly indicated that "the inflection point for AI has arrived," which is essentially to reassure the market, aiming to strengthen market confidence in the formation of a closed-loop AI industry chain and alleviate concerns about over-investment. Investors should observe how long it takes for the market to digest this round of confidence boost, and how long the elevated expectations brought by Jensen Huang will last before fading. If the sentiment fades quickly, it indicates that the current typical market mentality is "no rabbit, no hawk," and the impact of manufacturers repeatedly reinforcing confidence in the market is gradually weakening, which can be observed from the duration of market fluctuations after each conference call.

Robert Kiyosaki, the author of "Rich Dad Poor Dad," posted on the X platform stating that the new round of quantitative easing (QE) policy in the United States may lead to a decline in the purchasing power of the dollar and further increase inflation risks. Those holding cash dollar savings may become the biggest affected group.Investors should not rely on continuously depreciating fiat currency but should focus on assets that can appreciate over time.

Crypto KOL Ansem stated in a podcast that Robinhood is a potential dark horse in this market cycle, due to its public support for on-chain activities (including meme coins and RWA) and its rapid listing of tokens.Ansem believes that Robinhood's proactive stance may attract more retail liquidity and innovative projects, highlighting the traditional financial platform's quick adaptation to the crypto space.

According to GMGN data, the top 5 tokens with net inflow in the past 24 hours are as follows:CATE (Ai66....ump): Net inflow of $20,000, with a 24-hour increase of 123.7%, currently priced at $0.0315.CEZ (DWrr....ump): Net inflow of $20,000, with a 24-hour increase of 236755.5%, currently priced at $0.006.BULLSHIT (zj1j....y2k): Net inflow of $1,000, with a 24-hour decrease of -12.5%, currently priced at $0.0025.US (4CwR....ump): Net inflow of $634, with a 24-hour increase of 950.3%, currently priced at $0.0001.BABYCATE (F6pM....ump): Net inflow of $502, with a 24-hour increase of 240%, currently priced at $0.0001.

Cryptocurrency analyst cryptopainter pointed out that the Kaito-related address base:0x98d0baa52b2d063e780de12f615f963fe8537553 will unlock 18.53 million tokens on August 20, followed by an additional 6.58 million tokens unlocking from September 16 to 17. He believes that the recent actions of issuing good news and driving up prices to sell off are forms of price manipulation, and explained that although he was once optimistic about Kaito, his current stance has shifted to criticism.The analyst stated that his observation logic for Kaito has been simplified to testing whether the new product ecosystem can truly take off and generate social heat and scale close to 2025 levels. Even a recovery to 50% would prove that it remains a leader in InfoFi, and re-entering related positions at that time would be more assured. If product delivery falls short of expectations and ecosystem participation is average, he will not consider re-staking for now.He further mentioned that the aforementioned massive unlocks have mostly completed hedging and closing positions, and the spot supply has not been fully released. The true release signal should be when the spot price is significantly lower than the futures price, the funding rate is positively high, and the price is declining with volume. Without seeing these signals, he has no motivation to participate and advises investors to at least wait until after October to observe, while also reminding those who have recently bought back due to the price drop to be cautious.

According to GMGN data, the top 5 tokens with net inflow of KOL in the past 24 hours are as follows:HORSE (89gZ....ump): Net inflow of $4,000, increased by 211% in the past 24 hours, currently priced at $0.0008.Toast (DHKf....ump): Net inflow of $1,000, increased by 2780.7% in the past 24 hours, currently priced at $0.0001.URMOM (6zj2....r3A): Net inflow of $886, increased by 3808.8% in the past 24 hours, currently priced at $0.0003.ICM (DZch....ump): Net inflow of $715, increased by 30075.8% in the past 24 hours, currently priced at $0.0007.Mochi (HDgk....ump): Net inflow of $712, increased by 7232.9% in the past 24 hours, currently priced at $0.0002.

According to Jinshi reports, Federal Reserve's Daly stated that attention should be paid to the rising trend of technology investment lending.

According to Bitcoin Magazine, the BIP-110 soft fork is about to enter a critical activation phase. The proposal will enter the mandatory signaling phase around August 9, corresponding to block height 961,632, and is expected to lock in at block 963,648 by the end of August, with new transaction rules activated at block 965,664 in early September. BIP-110 adopts a 55% signaling threshold, and its restrictions will be enforced for 52,416 blocks (approximately one year).BIP-110 mainly restricts transaction features such as large data pushes, oversized output scripts, undefined witness versions, and Taproot annexes, but exempts UTXOs created before activation, maintaining compatibility for standard currency use. Analysis indicates that most businesses do not need to take action—businesses that act as value storage or process transactions through third-party payment providers are essentially unaffected. Businesses running their own full nodes can choose whether to switch to BIP-110 nodes. The core risk to be aware of is chain forking. If a fork occurs, miners should choose the branch expected to prevail or pause and wait; exchanges and custodians should increase confirmation requirements, monitor dual chains, and delay final settlements to prevent double spending and false confirmation risks. If there is no fork, no special actions are required.

According to Jinshi, Bank of America stated that if the Federal Reserve resumes interest rate hikes, investors should focus on specific currency pairs rather than overall exchange rate fluctuations.The bank believes that the opportunities in the yen and pound currency pairs are the most prominent, as these currency pairs exhibit the greatest volatility during the Federal Reserve's interest rate hikes, making targeted trading more attractive than betting on the entire G10 forex market.

Arthur Hayes posted on the X platform that attention should be paid to this week's Federal Reserve H.4.1 report to confirm whether the Japanese Ministry of Finance will use its U.S. Treasury bonds for repurchase in exchange for dollars, and then sell dollars to buy yen. If Bessent can increase the counterparty limit, the Federal Reserve can create money using the U.S. Treasury bonds held by the Japanese Ministry of Finance as collateral.Previously, U.S. Treasury Secretary Scott Bessent stated that both the U.S. and Japan have taken coordinated foreign exchange actions to address the "disorderly fluctuations" in the yen market.

According to CoinDesk, Bitfinex analysts released a report stating that derivative traders have largely been washed out during the Bitcoin sell-off at the end of June.Bitcoin fell below $58,000 on July 1, and since then, the average daily liquidation amount has remained well below this year's typical range of $400 million to $500 million, indicating that despite macro shocks, there is little forced selling pressure. The decline in the Bitcoin market is smaller than that of leveraged stock themes because the "fuel" for forced selling has been exhausted.Bitfinex analysts expect that investors will remain defensive ahead of next week's U.S. employment report (the next major macro catalyst after the Federal Reserve meeting).They believe that rather than worrying about a new round of forced liquidations, the more critical question is whether the inflow of spot Bitcoin ETF funds can return once the market has a clearer judgment on the Federal Reserve's path.The analysts wrote, "We believe that positions will remain defensive as long as the risk of Federal Reserve interest rate hikes persists. Whether institutional buyers are active or insensitive to prices is the signal that traders have yet to see."

According to GMGN data, the top 5 tokens with net inflow from KOL in the past 24 hours are as follows:fin (5LLJ....ump): Net inflow of $2,000, with a 24-hour increase of 4004.6%, currently priced at $0.0002.BMC (AnJB....ump): Net inflow of $1,000, with a 24-hour increase of 238.8%, currently priced at $0.0001.TIT (5xhJ....ump): Net inflow of $1,000, with a 24-hour increase of 1764.5%, currently priced at $0.0002.pumpcat (DyKo....ump): Net inflow of $1,000, with a 24-hour increase of 26%, currently priced at $0.0003.CALLOUT (BSJP....qqC): Net inflow of $834, with a 24-hour decrease of -27.2%, currently priced at $0.0001.

According to the latest weekly report from Gate Ventures, global risk assets are under pressure due to adjustments in technology stocks, fluctuations in the energy market, and changes in macro expectations, with the cryptocurrency market showing a volatile recovery trend. BTC rose 1.1% over the week, ETH rose 4.4%, pushing the ETH/BTC ratio up by 2.2%, and the total market capitalization of cryptocurrencies increased by 1.03%. In terms of capital flow, the net inflow for spot BTC ETFs was only $33.8 million for the week, the lowest level since their launch; the net inflow for spot ETH ETFs during the same period was $103.9 million, indicating an improvement in market sentiment, with the Fear and Greed Index rising to 30, but still in the "fear" range. Meanwhile, the price of STRC under Strategy remained around $86, trading below par for the ninth consecutive week, with the institutional holding ratio continuing to increase, and the market is paying attention to its subsequent performance.In terms of industry development, stablecoin payments and the construction of blockchain financial infrastructure are continuing to advance. KB Kookmin Bank is collaborating with Kinexys, a subsidiary of JPMorgan, to explore blockchain-based cross-border payment services, further promoting traditional financial institutions' layout in on-chain payment scenarios; Kakao and Circle are exploring the payment infrastructure for a Korean won stablecoin, accelerating the application exploration of stablecoins in retail payments and cross-border settlements. In terms of investment and financing, a total of 8 financing transactions were completed last week, with a disclosed total financing amount of $196.5 million, among which the financing scale in the infrastructure sector was the highest, reaching $193 million, and the stablecoin clearing infrastructure project Augustus completed $180 million in financing. Overall, the market's short-term risk appetite remains cautious, but stablecoin payments, on-chain clearing, and financial infrastructure construction continue to attract capital attention.