1. Popular CEX Coins
Top 10 CEX Trading Volume and 24-Hour Price Fluctuation:
- BTC: -1.93%
- ETH: -1.44%
- SOL: -2.21%
- XRP: -1.74%
- BNB: -1.04%
- DOGE: -1.49%
- TRX: -0.70%
- ZEC: -3.63%
- ADA: -4.15%
- UNI: +3.64%
24-Hour Price Gain Rankings (Data Source: OKX):
- APE: +12.61%
- EIGEN: +11.07%
- KAITO: +9.47%
- MANA: +9.17%
- DYDX: +8.52%
- PROVE: +7.41%
- ACT: +7.20%
- ORBS: +6.96%
- MMT: +6.80%
- 2Z: +6.12%
24-Hour Coin Stock Gain Rankings (Data Source: msx.com):
- PENG: +26.26%
- CAN: +25.66%
- BWET: +19.43%
- SNXX: +15.99%
- WULF: +15.07%
- BABA: +12.18%
- SHAZ: +11.97%
- NBIS: +11.05%
- CORZ: +10.07%
- ANET: +8.99%
2. Top 5 On-chain Meme (Data Source: GMGN):
- bananacat
- BOOP
- Charity
- Cedric
- Golden Dog
Headlines
Trump: There will not be a second war with Iran, no plans for a protracted war
President Trump stated that he believes there will not be another war with Iran. If anything happens, it will end quickly. We do not seek a long-term war. If Iran attacks, we will retaliate. Any military action will be swift.
Iran has officially suspended US-Iran negotiations
According to the latest news from TASS, a senior Iranian source stated that Iran has officially suspended negotiations with the US on a final solution due to threats from the US side.
South Korea's central bank governor: Need to raise interest rates at the right time
The governor of the Bank of Korea, Shin Hyun-seong, stated that there is a need to raise interest rates at the appropriate time.
The chip company Changxin Technology has been approved by the China Securities Regulatory Commission to register and officially start the IPO process on the Science and Technology Innovation Board. This fundraising plan aims for 29.5 billion yuan. If calculated based on the fundraising amount and issuance volume, the expected issue price is about 4.41 yuan/share, with an estimated total market value close to 295 billion yuan after listing.
The company expects to achieve revenue of 110 billion to 120 billion yuan in the first half of 2026, with a net profit of 66 billion to 75 billion yuan, achieving a turnaround growth.
According to the issuance arrangement, the initial strategic allotment ratio for this issuance is 50%, and the offline allotment follows the "3+7" rule, of which 70% of the offline allotted shares will be locked for 6 months. Estimates show that about 78% of the shares issued will be under lock-up on the first day of listing, corresponding to an estimated circulating market value of about 6.5 billion yuan for the new shares that can circulate on the first day.
Additionally, online investors need to activate trading permissions for the Science and Technology Innovation Board and meet the market value requirements of the Shanghai Stock Exchange; some major shareholders have committed to a 36-month lock-up period, and the lead underwriter, CICC, has a 15% over-allotment option, which can be exercised for price stabilization within 30 calendar days after listing.
Industry News
Russia's largest private bank Alfa-Bank plans to provide cryptocurrency-related services
Russia's largest private bank, Alfa-Bank, announced plans to become a digital custodian and provide cryptocurrency-related services to its clients and other legal entities. Alfa-Bank's operating director, Dmitry Vitman, stated that the bank aims to create investment tools based on open blockchain to attract foreign investors and develop proprietary products and tools that can compete in the international market. He expects that after the government’s cryptocurrency regulatory bill takes effect, Russia may see retail brokerage operations involving Russian and foreign infrastructure by late 2026 to early 2027, but mass liquidity is not expected to emerge until late 2027. Digital custodians are regulated entities responsible for monitoring all customers' cryptocurrency transactions and freezing transfers to addresses not approved by the state under Russian law.
Barclays, with a $2.3 trillion asset scale, rates MSTR as Buy for the first time, target price $130
BitcoinTreasuries.NET reported that Barclays, with an asset scale of $2.3 trillion, has issued its first rating on MSTR, giving it a Buy rating with a target price of $130, classifying it alongside Visa and Mastercard. Wall Street no longer refers to MSTR as a "crypto proxy," but as "fintech."
Brent crude surpasses $80/barrel for the first time since June 22
According to Gate data, Brent crude has exceeded $80/barrel for the first time since June 22, increasing by 5.54% in a day.
Bank of America Securities' latest semiconductor industry report indicates that the recent pullback in semiconductor stocks is a normal market correction, not a signal of weakened AI demand. Historical experience shows that semiconductor stocks often undergo consolidation in the summer, and after the market completes profit-taking and valuation adjustments, a new wave of rebound usually occurs in the fall.
The report estimates that by 2027, global cloud computing and AI infrastructure capital expenditure will approach $1.5 trillion, growing about 40% to 50% from current levels. Regarding memory chips, the firm believes that as demand for HBM, DDR5, and enterprise-level storage continues to grow, coupled with AI servers continually driving demand for DRAM and NAND Flash, the memory industry will continue to be a major beneficiary of the AI investment wave, with clear room for valuation recovery. The firm reaffirms its "Buy" rating on Micron, maintaining a target price of $1550, considering the company remains the most attractive investment target in the current memory industry.
Project News
Zapper will completely shut down on August 3, website, mobile app, and API services will go offline
DeFi portfolio tracker Zapper's CEO Seb Audet announced that after nearly 7 years of operation, the company has decided to shut down completely. All functions, including the website, mobile app, and API services, will officially go offline on August 3. Founded in 2019, Zapper was once a mainstream portfolio tracking tool in the DeFi space, covering functions such as monitoring liquidity pools, tracking yield farming, aggregating DEX, and NFT support. At its peak, the project had 2 million monthly active users, processing over $13 billion in transactions. Zapper previously raised $15 million in Series A funding led by Framework Ventures, with investors including Mark Cuban. Seb Audet stated that after evaluating various options, the company believes an orderly shutdown is the best choice for now.
Ondo Perps launches publicly, with trading volume exceeding $2 billion in 48 hours
Ondo Perps launched publicly, with trading volume exceeding $2 billion within 48 hours, introducing trading markets for Bitcoin (BTC) and Ethereum (ETH).
Sharplink earns 449 ETH in staking rewards in one week, cumulative rewards nearly 23,000 ETH
Ethereum treasury company Sharplink disclosed that it received 449 ETH in staking rewards this week, accumulating a total staking reward of 22,991 ETH so far.
Investment and Financing
Crypto venture capital firm Paradigm raises $1.2 billion, betting on the fusion of AI and crypto
Cryptocurrency-focused venture capital firm Paradigm has raised approximately $1.2 billion and plans to increase its investment in projects related to artificial intelligence (AI).
According to informed sources, this fundraising will focus on AI infrastructure, AI Agents, and the fusion of AI with blockchain technology. Paradigm aims to capture the next wave of technological innovation with the new fund and expand its investment footprint in emerging technology sectors.
Trump family-backed crypto company AI Financial seeks to sell core business for up to $15 million
The cryptocurrency company AI Financial, supported by the Trump family (formerly Alt5 Sigma, stock code: AIFC), is in talks with blockchain technology company Perpetuals.com to sell its core business, discussing a price of up to $15 million.
This news marks a significant reversal of the company's strategy — just a year ago, AI Financial acquired a small payments company for $750 million, but thereafter the deal has caused losses for nearly everyone except the Trump family. The deal terms have not yet been finalized, and negotiations are ongoing, with the possibility of changes or collapse.
Regulatory Trends
EU plans to expand MiCA regulatory scope to cover tokenized and non-EU stablecoin issuers
The EU is considering revising the Markets in Crypto-Assets Regulation (MiCA), with the European Commission soliciting opinions from stakeholders until September 30. According to several anonymous sources familiar with the matter, the EU Commission is evaluating whether to expand the MiCA regulatory scope to cover emerging areas such as tokenization and non-EU stablecoin issuers. MiCA will officially come into effect in December 2024, and most service providers have been granted a transitional period to make compliance adjustments, lasting until this July 1.
US federal court rejects emergency challenge, Tennessee's cryptocurrency ATM ban takes effect
The US federal court has refused to pause the Tennessee cryptocurrency ATM ban ahead of its effective date of July 1. Public Chapter 766 remains enforceable during the constitutional litigation brought by CoinFlip and Private IT Corporation. The law stipulates that intentionally installing, allowing placement, or operating virtual currency ATMs in Tennessee constitutes a Class A misdemeanor. Tennessee Attorney General Jonathan Skrmetti stated that cryptocurrency ATMs are tools for fraudsters targeting vulnerable Tennessee residents, with rare use for legitimate purposes. CoinFlip operates over 5,500 Bitcoin ATMs in 48 states and several countries, while Private IT Corporation is a small operator that joined the lawsuit after the ban threatened its local business.
Kazakhstan plans to allow enterprises and government to use stablecoins for cross-border payments
Kazakhstan President Tokayev has signed a presidential decree on "measures to stimulate and develop the digital asset industry," proposing to allow enterprises and government agencies to use stablecoins for cross-border payments.
The decree states that studying the payment mechanisms for digital assets will help Kazakhstan expand new import and export business channels. Additionally, it plans to exempt individuals from personal income tax for cryptocurrency transactions conducted through national regulatory infrastructure and encourage users to transfer digital assets previously held on overseas unregulated platforms to domestic service provider platforms.
Furthermore, the decree restricts the use of associated natural gas for cryptocurrency mining, stipulating that it may only be used for digital asset mining if the resource is "not used to ensure national demand." The decree was drafted by Kazakhstan's Ministry of Artificial Intelligence and Digital Development, the Central Bank, and the Astana International Financial Center.
Crypto journalist: Senator requests Senate leadership to retain BRCA clause in Clarity Act
Fox Business crypto journalist reported that Senator Ron Wyden has requested Senate leadership to retain the Blockchain Regulatory Certainty Act, passed by the Senate Banking Committee, in any version of the Clarity Act submitted for consideration by the full Senate. This request comes amid uncertainty over whether key enforcement groups will accept the BRCA wording and whether modifications are necessary to gain their support and votes from other Democratic senators like Cortez Masto and Mark Warner. In a letter to Thune and Schumer, Wyden stated that the clause would codify existing federal policy, clarifying that non-custodial software developers should not be considered money transmitters solely for releasing software, while retaining the ability for DOJ and FinCEN to pursue illegal actors. Wyden is a Democratic co-sponsor of the independent BRCA bill in the Senate, alongside co-sponsor Sen. Lummis.
Voices of Individuals
Binance co-founder He Yi stated that do not take any of his online interactions as a market weather vane. He has no bias against meme coins but believes that meme coins on BNB Chain deserve better aesthetics.
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