1. Popular CEX Cryptocurrencies
Top 10 CEX trading volumes and 24-hour price fluctuations:
- BTC: +0.87%
- ETH: +0.77%
- SOL: +0.40%
- XRP: -0.55%
- BNB: -0.74%
- DOGE: -1.34%
- XLM: -0.55%
- TRX: +0.24%
- ADA: -2.74%
- ZEC: -1.90%
24-hour price increase ranking (data source: OKX):
- LAT: +60.22%
- BLUR: +42.34%
- EDGE: +40.65%
- YFI: +36.35%
- ZEUS: +22.36%
- HMSTR: +18.02%
- ALLO: +16.59%
- MON: +14.40%
- PYTH: +12.45%
- ZRO: +10.74%
24-hour cryptocurrency stock increase ranking (data source: msx.com):
- SHAZ: +18.45%
- MNTS: +15.06%
- ICG: +14.39%
- PENG: +13%
- IREN: +12.57%
- QNT: +12.39%
- STXX: +12.06%
- TSLL: +12.03%
- KORU: +10.22%
- NA: +10%
2. Top 5 on-chain Meme (data source: GMGN):
- FREEDOM
- Ben Todar
- bibi
- 5
- Bullify
Headlines
Trump: Short-sellers are suffering heavy losses
U.S. President Trump stated: "There are some short-sellers who are in big trouble, and they are being liquidated. I have never liked short-sellers because they are betting against the nation."
Trump responds to whether the "Trump account" contains Bitcoin: It may happen
According to market news: When asked whether the "Trump account" could contain Bitcoin, Trump stated: It may happen.
Strategy reduced its holdings by 3588 BTC last week, worth over $220 million
According to market news: Strategy reduced its holdings by 3588 BTC last week, worth over $220 million, and currently holds 843,775 BTC.
Industry News
BonkDAO suffers malicious governance proposal attack, about $20 million BONK stolen
Bonk Inu's official X account stated that BonkDAO suffered a malicious governance proposal attack, resulting in about $20 million worth of BONK tokens being stolen from its DAO treasury.
It is reported that the attackers managed to transfer the assets from the BonkDAO treasury through a suspicious governance proposal. The stolen BONK was then sent to exchanges, putting downward pressure on the BONK price. Data from The Block shows that BONK's price has dropped over 9%.
South Korean exchange Upbit subsequently announced that it has temporarily suspended BONK deposits and withdrawals to respond to this incident and prevent potential risks.
Fed's probability of keeping interest rates unchanged in July is 74.3%
The probability of the Fed keeping interest rates unchanged in July is 74.3%, while the probability of a cumulative increase of 25 basis points is 25.7%. The probability of the Fed maintaining interest rates unchanged until September is 42.9%, while the probability of a cumulative increase of 25 basis points is 46.2%, and the probability of a cumulative increase of 50 basis points is 10.8%.
Data: USDC leads in stablecoin trade volume against USDT, monthly trade volume hits new high
According to data from Visa's on-chain data platform, USDC has expanded its lead over USDT in stablecoin trading volume in the first half of 2026. The data shows that the adjusted trading volume for stablecoins in June rose to $17.9 trillion, a 63% increase from May and a 125% increase from June 2025, marking a historical high. Visa's statistics have excluded non-real economic activities such as bot trading and inter-exchange transfers.
The total trading volume of stablecoins in the first half of the year reached $88.2 trillion, exceeding the total level of $58 trillion for the whole of 2024, but still lower than the record $108 trillion in 2025.
Structurally, USDC accounted for approximately 70% of the total in the first half of 2026, while USDT accounted for about 25%, indicating a significant tilt of market share towards compliant stablecoins.
Analyst jukan from Citrini stated that Samsung Electronics has a market value of 185.91 trillion won, and its preliminary performance in the consolidated financial report shows that revenue for the second quarter of 2026 was 171.0 trillion won, below the market expectation of 173.0 trillion won by 1%; operating profit was 89.4 trillion won, exceeding the market expectation of 84.6 trillion won by 6%; net profit has not been disclosed, while the market expectation was 73.1 trillion won.
Recent quarterly performances show that revenue for the first quarter of 2026 was 133.9 trillion won, operating profit was 57.2 trillion won, and net profit was 47.2 trillion won; revenue for the fourth quarter of 2025 was 93.8 trillion won, operating profit was 20.1 trillion won, and net profit was 19.6 trillion won; revenue for the third quarter of 2025 was 86.1 trillion won, operating profit was 12.2 trillion won, and net profit was 12.2 trillion won; revenue for the second quarter of 2025 was 74.6 trillion won, operating profit was 4.7 trillion won, and net profit was 5.1 trillion won.
NVIDIA denies rumors of Kyber delay: Product roadmap unaffected
A spokesperson for NVIDIA responded that the company's product roadmap has not been affected. Previously, research institution SemiAnalysis claimed that NVIDIA's next-generation AI computing architecture, Kyber, may be delayed by 12 months to 2028 due to R&D setbacks, as the architecture was originally planned for the next-generation RubinUltraGPU. Mizuho Securities analyst Jordan Klein stated that the market has seen similar rumors about NVIDIA's new products several times, and such news is more like "eye-catching noise."
Due to limited impact from rumors, NVIDIA's stock price still rose about 1.2% during Monday trading. Kyber is viewed as an important upgrade to NVIDIA's data center architecture designed to improve computing density and reduce network latency, while also expected to stimulate demand in the data center co-packaged optics (CPO) supply chain.
Project News
ENS DAO intends to commission 5 million ENS to multiple stakeholders to reshape governance structure
ENS community member AvsA proposed a draft suggesting that approximately 5 million ENS held by the DAO be distributed to different governance-related parties through a multi-signature delegation contract to alleviate the current issue of voting rights being highly concentrated in a few representatives' hands. The proposal aims to allocate tokens from the DAO treasury based on predefined standards to select candidates among users, integrators, developers, traditional domain service providers, and governance community stakeholders, with each category receiving approximately 1 million ENS in equal delegation. The delegates will only receive voting power, with no rights to dispose of tokens; if they fail to participate in voting for six consecutive months, their delegated votes will be reclaimed and redistributed.
STRC surpasses $90, up 10.91% in the past 5 days
According to MSX.COM data, Strategy preferred stock STRC has rebounded beyond $90, currently at $90.2, up 10.91% over the past 5 days.
Previously, it was reported that Strategy sold 3588 bitcoins last week, cashing out $216 million to pay for dividends on its digital credit securities. As of July 5, the company’s bitcoin reserves had fallen to 843,775, while holding a USD reserve of $2.55 billion.
Bitmine increased holdings by 42,197 ETH last week, total holdings exceeded 5.74 million
Ethereum treasury company Bitmine disclosed an increase of 42,197 Ethereum last week. As of June 28, 2026, its total Ethereum holdings reached 5,742,237, accounting for about 4.8% of the total Ethereum supply.
Currently, Bitmine's total value in cryptocurrencies, cash, and other investment assets is approximately $11.1 billion, which includes $527 million in cash and securities, 206 bitcoins, $180 million of Beast Industries equity assets, and a $71 million investment in Eightco Holdings (ORBS). As of July 5, its staked Ethereum amount is 4,879,157 (accounting for 85% of the total holdings), valued at approximately $8.8 billion, with current annualized staking returns of about $235 million.
Investment and Financing
Securitize CEO Carlos Domingo stated that the company plans to utilize approximately $400 million in funds to promote mergers and acquisitions after its NYSE listing. The company retains about 70% of the trust funds through its merger with Cantor Fitzgerald's SPAC to have sufficient cash reserves to support the next phase of expansion.
Carlos Domingo mentioned that the acquisition targets will primarily focus on complementary fields to the tokenization business, rather than direct competitors, to create a "full-stack tokenization service platform" tailored for institutional clients. Securitize currently serves institutions including BlackRock, KKR, Apollo, and VanEck, having issued approximately $4.4 billion in tokenized assets, including BlackRock's BUIDL Fund and other products.
Figure plans to raise $600 million for acquiring AI real estate lending platform Kiavi
NASDAQ-listed blockchain finance platform Figure Technology Solutions announced it will issue senior preferred notes to qualified institutional investors to raise $600 million, with the specific issuance depending on market conditions. The funds raised will primarily be used for the cash consideration of the Kiavi acquisition, as well as for general corporate purposes and related issuance expenses.
Tokenized sovereign debt platform M1X completes $5.5 million seed round financing, led by Paradigm
The tokenized sovereign debt startup M1X Global has completed a $5.5 million seed round financing, led by Paradigm, with Breed VC among the other participants.
It is reported that M1X Global previously collaborated with the Republic of the Marshall Islands to assist in issuing on-chain sovereign debt instruments USDM1. This product is denominated in U.S. dollars and is 1:1 backed by U.S. Treasury bonds, and is a tokenized sovereign debt instrument issued by sovereign countries on public blockchains. USDM1 was initially issued on Stellar and is now also available on Canton and Solana.
Data center operator Csquare plans to raise up to $1.35 billion in NYSE listing
According to SEC disclosure documents, data center operator Csquare plans to go public on the NYSE under the ticker "CSQR," aiming to issue 50 million shares priced between $23 and $27 each, potentially raising up to $1.35 billion, with a valuation of approximately $4.18 billion based on the upper limit of the issue price. This IPO comes during a global expansion cycle for AI computing power and data centers, with a continued rise in demand for infrastructure assets.
Regulatory Trends
U.S. judge reinstates fraud charges against Barry Silbert and DCG
A federal court judge in Connecticut has reinstated the common law fraud claims brought by investors in the Genesis Yield lawsuit against Digital Currency Group founder Barry Silbert, DCG, and other defendants, while allowing related federal securities law claims in the case to proceed.
This ruling revises an earlier decision made by the court in February of this year. The plaintiffs previously argued that the court had the authority to adjudicate their state law claims under the Class Action Fairness Act. Judge Stefan Underhill accepted this view and reconsidered the related state law claims.
The case revolves around the failed Genesis Yield lending project, which allowed users to deposit crypto assets and earn interest. Investors allege that Silbert, DCG, and other defendants misled clients about the company's financial health and risk controls despite knowing issues existed before Genesis suspended withdrawals and filed for bankruptcy in early 2023.
However, not all state law claims have been reinstated. The court dismissed four state-related consumer protection claims and suspended three other related claims. Overall, this ruling has brought the fraud liability dispute against DCG and Silbert back into focus for the case.
Bloomberg: Trump's strategic Bitcoin reserve plan encounters legal and jurisdictional obstacles
According to Bloomberg, U.S. President Trump's strategic Bitcoin reserve plan is facing legal and jurisdictional issues, with the core dispute being whether the U.S. Treasury has the legal authority to manage the reserve.
Early in Trump's presidency, he proposed establishing a strategic Bitcoin reserve, primarily funded by the U.S. government through the criminal or civil forfeiture of previously held Bitcoin, alongside creating a digital asset inventory. The related executive order required the Treasury and Commerce Departments to formulate a "budget-neutral" Bitcoin acquisition strategy, meaning no increased costs to taxpayers.
However, insiders indicate that discussions surrounding the reserve have turned to whether it should be managed under the Commerce Department instead of the Treasury. Another contentious point is whether the U.S. government can hold BTC "indefinitely," considering Bitcoin's price volatility.
Voices of Individuals
Fed Governor Waller: The Fed will not intentionally maintain low interest rates
Fed Governor Waller stated that the Fed will not intentionally keep interest rates low to help the U.S. government finance its fiscal deficit, and that considering setting an inflation target range is reasonable. Fed Chair Waller reiterated his commitment to the 2% target, leaning towards setting an inflation target as a range, but changing the inflation target at this stage would undermine the Fed’s credibility.
Tom Lee: The rise in ETH/BTC ratio shows improved expectations for Ethereum fundamentals
Tom Lee stated that despite widespread skepticism about Ethereum in the market, the increase in the Ethereum/Bitcoin ratio indicates that investors are pricing in improved "visibility of use cases" for crypto assets in advance. This change reflects that the market is re-evaluating the actual applications and growth paths of the crypto industry, rather than focusing solely on short-term price fluctuations.
Tom Lee emphasized that from a structural perspective, this trend is a positive signal for the overall crypto market.
Trump: I didn’t tell FIFA what to do; FIFA President Infantino is a smart person
U.S. President Trump stated that he did not tell FIFA what to do, noting that FIFA President Infantino is a smart person and asked FIFA to review the red card given to Balogun, asserting that FIFA made the right decision and criticizing the referee's red card call against Balogun as terrible.
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