solid

According to on-chain analyst PeckShield (@PeckShieldAlert), the Solido Money protocol suffered a vulnerability attack, resulting in approximately 293.7 million SUPRA being stolen, of which about 220 million SUPRA has been transferred to a deposit address suspected to belong to Gate exchange.According to the official report from Solido Money, about 90% of the compromised funds belong to the foundation's holdings.

According to the security agency Slow Fog, the malicious TRAE IDE extension juannegro.solidity disguises itself as a Solidity plugin and acts as a cross-platform malware delivery mechanism. This extension automatically executes and establishes persistence after the IDE starts, and it also uses Ethereum smart contracts to store and retrieve dynamic C2 configurations, allowing attackers to update C2 endpoints and payloads without needing to re-release the extension.Although the extension has been removed from Open VSX, it was still available through the TRAE marketplace as of July 18. Users who have installed it should immediately delete it and check their systems for compromise.

David Hoffman, co-founder of Bankless, stated that Bitcoin's current trend faces two possible paths: sideways consolidation or a final round of panic selling.He believes that Bitcoin is more likely to enter a sideways consolidation phase, with the bottom having basically appeared.

According to Onchain Lens monitoring, a certain whale has concentrated approximately 5.85 million dollars worth of HYPE and LIT assets into the same wallet, and the funds may have been accumulated through Galaxy Digital.The transferred assets include 78,100 HYPE (worth about 5.25 million dollars) and 263,700 LIT (worth about 601,000 dollars).

According to Jinshi News, battery technology company Solidion Technology rose 26.5% in pre-market trading after the company announced it would purchase shares of SpaceX (SPCX.O) as a strategic reserve asset.

According to a report by 21 Finance, Huang Zhenxin, the head of Kimi B-end at Moonshot AI, stated in a recent communication meeting that there is indeed a bubble in the current AI industry, but the fundamentals are very solid. Enterprises can now clearly calculate the return on investment (ROI), and the substantial transformation in productivity brought by AI has already occurred.Regarding the recent phenomenon of widespread price increases among model vendors, Huang Zhenxin pointed out that the core reason lies in the rising global computing power costs, and chip production capacity cannot meet the explosive growth in Token demand. He emphasized that evaluating the cost-performance ratio of models should not only look at the unit price of input and output but should also focus on the Cache hit rate. It is reported that Kimi's original factory Cache hit rate has reached over 90%, significantly reducing actual computing costs.In addition, Huang Zhenxin revealed that Kimi will continue to challenge innovations in underlying architecture to sustain the Scaling Law, and its Muon optimizer, which has been validated on a large scale, is now widely adopted by several mainstream large models in the industry. Regarding the "last mile" of enterprise AI implementation, he believes that as the foundational capabilities of models continue to strengthen, the technical paradigms at the application layer will also continue to simplify.

According to Jinshi reports, UBS analysts stated in a research report that the long-term contracts signed by Micron Technology with its customers are solid enough to withstand any market downturns for at least the next few years. Investors may be concerned that these contracts could be shaken if the market slows down, but the minimum price set in the contracts is low enough that it will not be until 2029 at the earliest, and more likely 2030, that there will be enough supply coming online to break the price floor and prompt customers to consider defaulting.UBS analysts indicated that Micron Technology has also received prepaid cash from customers, which could ultimately amount to nearly $40 billion to $50 billion, and if the situation worsens, this could serve as a solid buffer against defaults.

According to The Block, Ben Werkman, Chief Investment Officer of the Bitcoin treasury company Strive, stated at the BTC Prague event that if Bitcoin prices continue to remain low, treasury companies relying on convertible bond financing will face greater pressure, being forced to sell Bitcoin to maintain operations or repay debts, making industry consolidation inevitable. Currently, Bitcoin has dropped about 50% from its historical high of approximately $126,000 last October.Werkman pointed out that Strive previously chose to rely solely on equity financing and not issue convertible bonds, allowing it to continue operations during the bear market, citing the acquisition of Semler Scientific as a case of industry consolidation. He also mentioned that companies like Nakamoto are actively deleveraging to regain operational flexibility.

According to Lookonchain tracking, a wallet marked by Arkham Intelligence as "Joseph Lubin?" deposited 110,000 ETH into three Sky Finance (formerly MakerDAO) vaults on Friday, completed in four transactions (40,000, 40,000, 30,000, and 1 ETH).The wallet had been inactive for over three years. At the time of the transfer, the ETH price was approximately $1,575, having dropped about 10% within 24 hours. This deposit aims to replenish collateral for $259.05 million in outstanding DAI debt. After the deposit, the total amount of WETH collateral in the three vaults is approximately 412,430 ETH, valued at about $677 million at current prices, with the liquidation prices for the three vaults being $899, $1,020, and $1,056, providing about a 55% safety margin from the nearest liquidation line.Lubin and ConsenSys have not publicly confirmed or denied ownership of the address. Previously, Lookonchain mistakenly attributed an LDO sell-off to Lido co-founder Cobie three days ago, later retracting and confirming that the wallet belongs to Wintermute, indicating a potential misjudgment in the on-chain labeling.

BIT released today's chart stating that the key to market analysis often lies in identifying the core factors driving asset price movements and observing when these factors begin to change.In the case of Bitcoin, the recent sustained rise has largely depended on the interplay between institutional demand and the market's available supply. Over the past year, spot Bitcoin ETFs and Strategy (formerly MicroStrategy) have been significant sources of this demand. When ETF inflows accelerate and Strategy continues to accumulate Bitcoin, the price of Bitcoin typically continues to rise.Currently, the total net buying amount of ETFs and Strategy has dropped to only $870 million, primarily due to significant outflows from ETFs, shifting from net buying to net selling. Before ETF inflows stabilize and rebound, Bitcoin may continue to primarily experience consolidation in the short term.

Glassnode stated that Bitcoin has reclaimed the real market average at $78,300 but has failed to maintain a position above this level. Historical cycles suggest that several weeks to months of consolidation may be needed before confirming a credible bull market transition. The 30-day moving average has seen its risk-reward ratio rise from 0.4 in February to 1.8 during the rebound, indicating that demand is insufficient to absorb the wave of profit-taking. This indicator needs to remain above 2 to signal a true recovery of buyer strength.The 30-day cost baseline at $78,200 has shifted from a support level to an overhead resistance level, while the cost baseline of the accumulation group formed from February to April ($71,400) is currently the most direct support level in the ongoing pullback. The internal structure of the spot market has weakened in recent weeks, with the cumulative volume delta (CVD) remaining negative overall, and Coinbase activity continues to lag. This indicates that while there is sporadic offshore speculative demand, the participation of U.S. institutions in the spot market remains relatively weak.CME futures open interest has continued to rise alongside prices, indicating that while overall spot demand remains hesitant near the current range highs, institutional participation in the derivatives market is improving. The accumulation rate of U.S. spot ETFs has recently slowed, further indicating that positions are increasingly driven by futures activity. Implied volatility is rebounding from low levels, primarily concentrated in short-term contracts, while long-term expectations remain stable. Realized volatility continues to decline, and the volatility risk premium has expanded, making the cost of hedging relatively manageable. Options positions remain defensive. The skew indicator shows a resurgence in demand for downside protection, while the negative gamma range around $75,000 makes spot prices susceptible to amplified hedging flows and increased price volatility.

The latest disclosed SEC documents show that as of March 31, 2026, Avenir Group holds 18,276,100 shares of BlackRock's IBIT Bitcoin Spot ETF, with a position market value of approximately $702 million based on the quarter-end closing price, a slight decrease of about 0.061% compared to the fourth quarter of 2025. Since the second quarter of 2024, Avenir Group has maintained its position as the largest institutional holder of Bitcoin ETFs in Asia for eight consecutive quarters.Since 2026, Avenir Group has been continuously promoting the integration of TradFi and Crypto, including strategic investments in CoinRoutes, leading a $20 million seed round for Inference Research, and signing a cooperation MOU with Tiger Brokers, AMINA Bank, and CoinRoutes during Consensus Hong Kong 2026 to advance the construction of next-generation institutional trading infrastructure.

According to The Block, Bitcoin's market share has rebounded from a low of 55% to about 58.5%. This metric has historically been a barometer for capital rotation within the crypto market: an increase in market share typically accompanies a consolidation phase where Bitcoin outperforms altcoins, while a decrease often signals the arrival of altcoin season.In mid-2025, Bitcoin's market share peaked between 62% and 63%, then continued to decline to about 54%. The current rise to 58% suggests that the market may be in a consolidation phase rather than a full shift towards altcoins.Bitcoin's price has rebounded from a low of around $63,000 in February to about $80,000. Over the past month, TON, ZEC, and DOGE have performed relatively strongly, a pattern that previously indicated altcoin expansion when Bitcoin's market share began to decline. The key question is whether Bitcoin's market share is consolidating at the current level or continuing to decline.

Data shows that Bitcoin's market share has rebounded from a low of about 55% to approximately 58.5%, indicating that funds are concentrating back into Bitcoin. Bitcoin's market share is often seen as an important indicator for observing the rotation of funds in the cryptocurrency market. An increase in market share often means the market is entering a consolidation phase, with Bitcoin performing relatively better than altcoins; while a decrease in market share is usually accompanied by funds flowing into higher-risk assets, driving what is known as "altcoin season." In comparison, Bitcoin's market share reached a high of 62% to 63% in mid-2025, and then continued to decline against the backdrop of rising altcoin activity, once dropping to about 54%. The current rebound to above 58% suggests that the market is more likely in a consolidation phase rather than a full shift towards altcoin trends.

U.S. Senator Cynthia Lummis stated that after nearly a year of bipartisan cooperation, the U.S. Digital Asset Market Structure Act (CLARITY Act) is set to enter the committee review stage this week, bringing the U.S. closer to "consolidating its global leadership in financial innovation." Lummis said, "Wyoming has been a pioneer in exploration, and now Washington is following suit."Previously, Republican members of the U.S. Senate Banking Committee announced that Committee Chairman Tim Scott, Lummis, and Thom Tillis have jointly released the text of the market structure bill. According to the statement, the bill aims to establish a clear regulatory framework for the digital asset industry, protect investors, combat illegal financial activities, and encourage innovation to remain in the U.S.

According to Jinshi reports, Danske Bank analyst August Hyldgaard stated in a report that Tuesday's U.S. consumer inflation data may reinforce the Federal Reserve's wait-and-see stance. "If the data exceeds expectations on the upside, along with strong labor market data, it will keep the Federal Reserve in its current wait-and-see mode."

Trader Eugene posted on his personal channel that SOL is currently showing strong relative strength among mainstream crypto assets, with a more stable trend compared to ETH and HYPE, and is seen as the most likely mainstream token to break out of the three-month consolidation range first. Analysis indicates that if SOL effectively breaks through the key resistance level of $96, the next target range may look towards around $120, with a potential upside of about 25%. At the same time, he also believes that as long as BTC does not fall below $80,000, market risk appetite is expected to remain, and funds can be positioned in advance for the breakout trend.

ChainCatcher reported live that the Deputy Secretary for Financial Services and the Treasury of Hong Kong, Chan Ho Lam, delivered a keynote speech at the 2026 Hong Kong Web3 Carnival. He pointed out that Hong Kong has developed into the third global financial center index and the first international financial center in Asia, providing a solid foundation for Web3 innovation.He stated that the digital asset development policy declaration 2.0 released last year proposed the LEAP framework, which covers four pillars: optimizing legal regulation (L), expanding the variety of tokenized products (E), promoting application scenarios and cross-border cooperation (A), and developing talent and partnerships (P).He revealed that there are currently over 10 licensed trading platforms in Hong Kong, and the Monetary Authority has issued the first two stablecoin issuer licenses this month. The SAR government issued the third batch of tokenized green bonds last year, which is the largest scale globally, and is actively formulating regulatory systems for digital asset trading service providers and custodial service providers.

According to Jinshi reports, the Director of the National Economic Council of the White House, Hassett, stated that the Federal Reserve still has room to cut interest rates, and this outlook will be very solid.