1. Popular Coins on CEX
Top 10 CEX Transaction Volume and 24-Hour Price Changes:
- BTC: +1.48%
- ETH: +1.68%
- SOL: +1.40%
- BNB: +3.48%
- XRP: +1.22%
- DOGE: +1.65%
- TRX: +1.42%
- ADA: -0.52%
- ZEC: +0.92%
- LTC: +3.27%
24-Hour Price Increase Rankings (Data Source: OKX):
- ZEUS: +38.53%
- LIT: +17.82%
- TRB: +12.17%
- NES: +11.29%
- GOAT: +12.49%
- DORA: +8.28%
- GODS: +9.91%
- RESOLV: +8.63%
- PUMP: +8.83%
- AI: +7.99%
24-Hour Coin Stock Price Increase Rankings (Data Source: msx.com):
- AXTI: +5.33%
- ABTC: +4.81%
- EBON: +3.75%
- TGL: +3.64%
- EUV: +3.58%
- KMEM: +3.43%
- CCXI: +3.14%
- AEHR: +3.13%
- CAN: +2.82%
- DISK: +2.7%
2. Top 5 On-Chain Meme Coins (Data Source: GMGN):
- TCC
- HEYI
- BINANCIAN
- AB
- dingaling
Headline News
Clarity Act Not Signed Into Law on July 4, August 7 Becomes a Key Date
White House advisor Patrick Witt expressed in May the hope that the Clarity Act would be signed into law by July 4, but the bill was not signed by that date. CoinDesk reported that the greatest risk now comes from the House of Representatives. Recently, several important agendas promoted by the U.S. House of Representatives, including budget proposals, have faced resistance, raising concerns in the market that decreased legislative efficiency could further slow the progress of the Clarity Act.
Additionally, the market believes that August 7 (the last working day before the Senate summer recess) will become an important window for advancing the bill.
Analysis for community users suggests that Polymarket may launch the POLY token in the fourth quarter of this year (or in 2028). Former Polymarket team member Greg responded by stating, “The POLY token will not be launched in the short term; it may take a long time to wait.” Additionally, Greg mentioned that Polymarket's pre-heat for the token is purely a marketing strategy, but he has now deleted the “marketing” response tweet.
Industry News
Storage chip manufacturer Samsung Electronics is set to announce its second-quarter performance on Tuesday. According to analysts' average forecasts, the preliminary operating profit is expected to be 84.3 trillion won (approximately $55.1 billion), an 18-fold increase from the same period last year, exceeding the total profit for the entire year of 2025. Revenue is anticipated to grow 127% to a record 169 trillion won. Since June, chip stocks have experienced substantial corrections due to market concerns over intensified competition, potential overcapacity, and the return on substantial AI investments, which has heightened the importance of this performance for Samsung, particularly since the market expectations are already high, leaving little space for disappointing outcomes.
Dave Mazza, CEO of Roundhill Financial, stated, “Samsung’s performance coincides with the market questioning the logic of investing in storage chips on both the supply and demand sides. If performance is close to market expectations, it will help quell the controversy and be beneficial for Samsung.”
Spot Gold Hits New Two-Week High, Surpasses $4200/ounce
According to Gate data, spot gold reached over $4200/ounce in early trading, marking a new two-week high, with an intraday increase of 0.6%.
Data from rwa.xyz shows that Securitize Corp. currently leads the tokenized stock sector with an on-chain stock size of $270.6 million. Its stock code SECZ began trading on the New York Stock Exchange on July 2, and on the same day, Securitize tokenized its common stock on its regulated platform in Solana and Avalanche. The distributed value of the tokenized stock sector reached $1.96 billion, growing 31.84% in 30 days; the monthly transfer volume reached $8.47 billion, an increase of 92.77%; the total number of holders reached 403,650, an increase of 17.18%; monthly active addresses decreased by 84.37% during the same period.
U.S. Tech Companies' Data Center Leasing Commitments Reach Record High of $850 Billion
The Kobeissi Letter cited Bloomberg indicating that "U.S. tech companies have committed a record $850 billion for data center leasing over the next few years, up from $570 billion, an increase of 204%, and a quarter-on-quarter increase of $200 billion, up 31%."
It is reported that Meta added a commitment of $79 billion in Q1 2026, a quarter-on-quarter increase of 76%, with a total commitment of approximately $183 billion. Microsoft added $41 billion during the same time, a quarter-on-quarter increase of 26%, totaling approximately $197 billion. Oracle leads with a total commitment of about $250 billion, having secured several key sites to fulfill its contract with OpenAI.
According to Coinglass data, the Coinbase Bitcoin premium index has been in the negative premium range for 48 consecutive days (from May 19 to July 5), with the latest value at -0.0911%. Previously, the index had been in the negative premium for 40 consecutive days from January 16 to February 24, setting the record for the longest “negative streak” since the introduction of this metric, exceeding the approximately 30 days of continuous negative premium during the “2011 crash.” Historical data shows that prolonged negative premiums are often accompanied by the exit of institutional funds from the U.S., necessitating caution against short-term pullback pressures.
Project News
Polymarket data shows that the cumulative trading volume of the 2026 World Cup champion prediction market has exceeded $3.9 billion. Among them, France's probability of winning has risen to 35.1%, with corresponding trading volume exceeding $94.5 million; Argentina ranks second with 16.8%, with related trading volume reaching $99.99 million; Spain comes in third with 12.3%.
According to on-chain analyst Ai Yi's monitoring, Solana's 7-day active address number has increased by 38% year-on-year to 31.38 million, ranking first among public chains; the number of transactions grew by 9.8%, and fees increased by 38%. Today, due to a response from CZ, the popularity of BSC Meme-related topics has risen.
Binance Weekly Net Outflow of $1.23 Billion, ETH Withdrawal Transactions Reach Three-Year High
DefiLlama data shows that Binance experienced a net outflow of $1.23 billion over the week starting June 29, an increase of 207% compared to an outflow of approximately $400 million in the previous week, with a total monthly net outflow of around $3.2 billion. CryptoQuant noted that the daily number of ETH withdrawal transactions from Binance exceeded 166,000, the highest level in more than three years. During the same period, ETH rose about 12.5% to $1,766 at the time of publication; BTC rose 4.3% to $62,925.
DefiLlama data shows that Bitfinex had a net outflow of $407.5 million in the past week, Gate with $214.3 million, OKX with $87.1 million, and Bybit with $78.4 million; Crypto.com and HashKey Exchange saw net inflows of approximately $63 million and $53.3 million, respectively, while KuCoin, Gemini, and Bitvavo had net inflows of $22.1 million, $17.4 million, and $15.8 million, respectively.
Investment and Financing
LinqAlpha Completes $22 Million Series A Financing, Led by AVP
LinqAlpha announced the completion of its $22 million Series A financing, led by AVP, Atinum Investment, and GFT Ventures, with participation from Mirae Asset Venture Investment, Hana Ventures, and Shinhan Venture Investment.
As of now, the total financing amount for the company has reached $28.6 million. LinqAlpha's main business is to provide AI market intelligence platforms for institutional investors, helping investment teams handle complex market information through dedicated AI agents. New funds will be used to strengthen market data integration and expand applications in stock, macro, credit, and multi-asset investment strategies.
Regulatory Trends
South Korea Officially Launches 24-Hour Trading Mechanism for Spot Foreign Exchange Market
On Monday, South Korea officially launched a 24-hour trading mechanism for the domestic spot USD/KRW (U.S. Dollar/Korean Won) market to enhance the convertibility of the Korean won and aim for developed market status in the MSCI Global Index. Under the new mechanism, the domestic spot foreign exchange market will open at 6:00 AM every Monday and continue trading until Saturday at 6:00 AM, achieving 120 hours of continuous weekly trading. South Korean Finance Minister Kim Yun-chul stated that this move will be an important starting point for the globalization of the Korean won.
The prediction market industry, represented by Kalshi, is facing legal disputes in several U.S. states and is arguing in a series of intense hearings this week that state regulators should not have relevant jurisdiction. Legal disputes are continuing in Nevada and Michigan, with live debates taking place in Minnesota, and the case may also be appealed to the U.S. Supreme Court. Meanwhile, North Carolina is close to imposing state taxes on prediction market revenues.
Voices of Figures
Hyperliquid founder Jeff posted on the X platform, stating, “Africa's largest cryptocurrency exchange VALR will directly utilize Hyperliquid's on-chain liquidity to support its core perpetual contract products. This is a significant milestone that will redefine how next-generation financial applications are built.
The breakthrough in cloud computing lies in the fact that any startup can quickly test its ideas and rest assured that the infrastructure will scale as the business expands. As the global venue with the highest liquidity for assets like BTC, Hyperliquid will play a similar role in the global economy. By leveraging the deepest on-chain liquidity, builders can focus on their products and users. Heartfelt congratulations to the VALR team. We are honored that they chose to build on Hyperliquid. Looking forward to expanding together!”
CryptoQuant Platform Author: Memecoin Market Cap Ratio Falls to 3.7%, a Near Three-Year Low
CryptoQuant platform author Darkfost posted on the X platform, stating that the current total market cap of Memecoins now occupies 3.7% of the total market cap of altcoins (alternative coins), which is the lowest level since February 2024. Data shows that during the Memecoin boom in November 2024, this ratio once exceeded 10%; it has now fallen back to 3.7%, indicating a significant decrease in the Memecoin sector's share in the altcoin market.
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