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According to Jinshi reports, CME's "Fed Watch" shows that the probability of the Federal Reserve keeping interest rates unchanged in July is 62.1%, while the probability of a cumulative increase of 25 basis points is 37.9%. By September, the probability of keeping interest rates unchanged is 15.1%, the probability of a cumulative increase of 25 basis points is 56.2%, and the probability of a cumulative increase of 50 basis points is 28.7%.

According to Onchain Lens monitoring, a certain whale transferred a total of 8,000 ETH to Binance, worth approximately 15.1 million USD. The wallet had held the related funds for about 8 months.

According to on-chain analyst Onchain Lens (@OnchainLens), SpaceX ($SPCX) fell 9.36% today. The previous whale address on Hyperliquid (0x3527...1e16) holds a long position of 122,000 $SPCX, valued at approximately $13.58 million, with the current entry average price at $126.04. The market price has dropped to $111.29, currently resulting in an unrealized loss of about $1.8 million, with a liquidation price of $22.27.

According to Specter monitoring, a long-inactive PancakeSwap liquidity provider (LP) lost approximately $2.96 million due to signing a malicious EIP-7702 authorization.It is reported that the attacker removed about $1.48 million in BSC-USD and $1.48 million in BUSD liquidity provided by the victim and exchanged BUSD for ETH. Currently, the attacker has deposited approximately $1.46 million in funds to Tornado Cash, while the remaining approximately $1.48 million in USDT is still held in the attacker's address.

According to Jinshi reports, the European Central Bank has kept the deposit facility rate unchanged at 2.25%, in line with market expectations, while the main refinancing rate and the marginal lending rate remain unchanged at 2.40% and 2.65%, respectively.

The decentralized AI infrastructure project DeAgentAI, leading in the SUI and BNB ecosystems, announced the completion of a $5 million AIA token buyback plan. It is reported that the first batch of 1 million AIA tokens has been executed early, and the second batch of 10 million AIA tokens has been completed, with a total of 11 million tokens destroyed, accounting for 23.1% of the total repurchased amount, all sent to a black hole address for permanent destruction.Notably, DeAgentAI announced that the quarterly destruction mechanism is officially online, and the AIA destruction plan will continue to be executed quarterly, marking the normalization of the deflationary mechanism. The source of the buyback funds is the project protocol revenue and its own AI trading model profits, unrelated to external financing or token issuance.On-chain destruction record: 8G2MPM3sK7zEqax715HqLqAPzTvw6JV5yDUHepZ1Nycr

According to on-chain analyst Ai Yi's monitoring, since July, whales that have accumulated over 109 million dollars in ETH and WBTC have once again hoarded 17.75 million dollars in assets.In the past 4 hours, 75 WBTC and 4,998 ETH were withdrawn from exchanges, accumulating a total of 56,400 ETH and 700 WBTC, with a total value of 148 million dollars, an average cost of about 1,742 dollars and 64,205 dollars, and an unrealized profit of 11.42 million dollars.

According to analysis by XWIN Japan, CryptoQuant data shows that although there are occasional spikes in daily Bitcoin deposits, Binance's 30-day net flow tends to balance out, with withdrawals essentially offsetting deposits. This means that large deposits have not translated into sustained net inflows of funds—incoming BTC is either absorbed by market buying or withdrawn for long-term custody.Analysts point out that neutral or negative net flows typically reflect holding behavior rather than a willingness to sell. Current data suggests that investors may be more inclined to use Binance for liquidity rather than preparing for large-scale sell-offs. Although short-term spikes in deposits may still lead to price volatility, the overall picture does not indicate sustained selling pressure.

According to on-chain analyst Ai Yi's monitoring, a certain address that made a profit of 930,000 USD through a swing trade of 19,300 ETH in April has opened a new round of swings 10 hours ago, two months later.The address has accumulated 2,657 ETH, worth 5.14 million USD, at an average price of 1,935 USD.

According to Onchain Lens monitoring, a bearish whale has deposited 31.12 million USDC into Hyperliquid over the past 3 days and currently holds a short position of 64.9 million dollars. The latest deposit was 5.12 million USDC.The current positions include 43.93 million dollars in SKHX shorts, 17.07 million dollars in BRENTOIL shorts, as well as short positions in SMSN, HIMS, and NVDA, with the wallet being 100% short.

According to monitoring by Lookonchain, a mysterious whale bought 27,000 ETH ($52.03 million) through over-the-counter trading with Galaxy Digital 4 hours ago after being silent for 3 months.

According to Jinshi reports, Mitsubishi UFJ Bank analyst Derek Halpenny stated in a report that the dollar may not be significantly affected by the latest round of trade uncertainties in the U.S. in the short term. He pointed out that the impact of Trump's new tariff plan on exchange rates should be limited.Currently, the market expects the U.S. to raise interest rates and the risks in the Middle East are high, providing some support for the dollar. However, if trade uncertainties escalate, investors' concerns about policy unpredictability and damage to the U.S. economy may lead to a sell-off of the dollar.

According to Onchain Lens monitoring, the Hyperliquid whale address starting with 0x8177b deposited 100,000 wstHYPE and 103,000 stHYPE into HyperLend as collateral, and borrowed a total of 2 million USDC in two transactions (500,000 and 1.5 million), and then transferred the borrowed 2 million USDC to Coinbase.

On-chain data analyst Murphy stated that this cycle is significantly different from the past due to the influx of traditional institutional funds brought in by the BTC spot ETF. He pointed out that the net flow of the ETF essentially records the subscription and redemption results of authorized participants (AP) in the primary market. It will only translate into net inflows or outflows in the data when the selling pressure in the secondary market continues to push the ETF price away from its net asset value and exceeds the arbitrage cost line.Murphy analyzed the data from glassnode and noted that from January to February, the market showed "high trading volume + slight net outflow," indicating that although there was obvious panic selling at that time, there was still a large amount of buying support. In contrast, from May to July, the market exhibited "low trading volume + significant net outflow." The more core signal was not a significant increase in selling pressure, but rather the absence of marginal buying, leading to the ETF consistently trading at a discount and resulting in AP redemptions.He believes that this stage is more likely to reflect a second round of "surrender" at the institutional level, which typically belongs to the tail-end clearing pattern of the market, and judges that this may provide new layout opportunities for retail investors, although the duration cannot be clearly determined by the current data.

According to the Korea JoongAng Daily, the daily trading volume of South Korea's five major won virtual asset exchanges totals approximately 412.7 billion won, a decrease of 88% compared to a year ago. The total market value of global virtual assets has also shrunk by 41% to $2.322 trillion. The country's leading cryptocurrency firm Dunamu reported a year-on-year decline in revenue and operating profit of 55% and 78%, respectively, in the first quarter.Small and medium-sized exchanges are in an even more difficult situation, with Coinone, Korbit, and Gopax, which recorded operating losses last year, expected to continue losing money this year. Korbit has sold its holdings three times this year, selling 15 bitcoins and 60 ethers within ten days this month, generating approximately 1.6 billion won in cash. A director from Tiger Research stated that the current situation can be seen as a "second crypto winter," with the total market value of cryptocurrencies significantly shrinking and new projects almost nonexistent.Despite the market downturn, institutions are accelerating their adoption of blockchain, focusing on tokenized assets and stablecoins. Major brokerages like Future Asset have recently acquired shares in exchanges, and the government has repeatedly expressed its determination to advance the legislation of the "Digital Asset Basic Law," reflecting a continued optimism about medium- to long-term growth potential.

GoPlus Security issued a security alert stating that a user signed a malicious Permit transaction 183 days ago, resulting in approximately $1,625 of USDC being transferred by a phishing attacker.Since the user did not revoke the relevant authorization afterwards, the attacker again used that authorization to transfer approximately $75,780 of USDC.

According to monitoring by Lookonchain, a certain address held ETH for five months before ultimately selling at a loss, selling 1862.3 ETH for $1923 (3.58 million USD), resulting in a loss of 1.42 million USD (-28%). They purchased these ETH at $2685 when ETH dropped in January.

According to Onchain Lens monitoring, a Hyperliquid whale deposited 3.71 million USDC and placed an order to buy 30 BTC (2.68 million USD) in the price range of 65,945 to 66,214 USD.It currently holds a long position of 8.67 million USD with no short position: CL 14x long position unrealized profit of 749,700 USD, BRENTOIL 11x long position unrealized profit of 359,400 USD.

According to Onchain Lens monitoring, a Hyperliquid whale that had been silent since November 2025 has staked HYPE again, staking 387,800 HYPE (approximately $23.42 million) across two wallets.This whale had previously staked 619,120 HYPE in November 2025, with a total of 1,006,000 HYPE staked (approximately $61.16 million).