News linked to this event type.
According to data from Trader T (@thepfund), yesterday's Ethereum spot ETF net inflow was $26.3 million, down from the previous day (July 22 net inflow of $72.76 million). Among them, Fidelity $FETH had a net inflow of $14.9 million, making it the largest contributor of the day; BlackRock $ETHA had a net inflow of $8.5 million; BlackRock staked version $ETHB had a net inflow of $2.9 million; Bitwise, 21Shares, Invesco, Franklin, VanEck, and the Grayscale series all saw no capital changes.
据 Trader T（@thepfund）数据，昨日比特币现货 ETF 净流出 2.251 亿美元，较前一日（7月 22 日净流入 6898 万美元）大幅逆转。 其中贝莱德 $IBIT 单日流出 2.025 亿美元，占总流出量约九成，为主要拖累；富达 $FBTC、Bitwise $BITB、富兰克林 $EZBC 分别流出 560 万、700 万、560 万美元；WisdomTree $BTCW 流出 510 万美元；方舟 $ARKB 流出 430 万美元；仅摩根士丹利 $MSBT 录得 500 万美元净流入，景顺、Valkyrie、VanEck 及灰度系列均无资金变动。
Odaily News Japanese regulators are advancing adjustments to the legal framework for digital asset investments, with spot Bitcoin ETFs potentially receiving approval for listing as early as 2028. However, the timeline remains subject to progress in regulation, product review, and tax reform. On July 15, Japan's Diet approved the transfer of Bitcoin and approximately 105 other crypto assets from the framework of the Payment Services Act to the Financial Instruments and Exchange Act, removing a major legal barrier for related funds to list on the Tokyo Stock Exchange. Major Japanese financial groups such as SBI Holdings and Nomura are preparing digital asset products. Japan also plans to adjust the crypto asset tax system from a miscellaneous income tax of up to 55% to a separate self-assessment tax rate of approximately 20.315%.
CryptoQuant analyst Darkfost noted a significant increase in on-chain activity among the oldest cohort of Bitcoin holders recently. Data shows that BTC holder groups with holding periods of 5 to 7 years and 7 to 10 years have seen their daily UTXO (Unspent Transaction Output) movements exceed 5,000 BTC on multiple occasions.Darkfost pointed out that spending UTXOs does not necessarily mean selling. Long-term holders typically move Bitcoin for two main reasons: first, for security purposes, such as transferring UTXOs from an original address when changing wallet addresses; second, to sell assets. However, based on current on-chain data, no significant flow of funds to exchanges has been observed, so there is currently no indication that these long-term holders are engaging in large-scale selling of BTC.It is worth noting that this behavior is occurring as Bitcoin again tests the $60,000 level, a situation similar to market movements observed between February and March this year. The market will continue to monitor whether the activity of long-term holders will further impact the BTC supply and demand dynamics.
According to Odaily, CryptoQuant analyst Axel Adler stated that the current bear market phase for Bitcoin has seen the highest level of realized losses among holders. The 30-day moving average (30DMA) of realized losses peaked at $1.37 billion in February 2026, 19% higher than the $1.15 billion peak during the 2022 cycle. Data shows that since the February peak, Bitcoin realized losses have dropped by 56.5% to approximately $597 million. Meanwhile, the scale of realized profits has only slowly recovered to $257 million. Axel Adler pointed out that loss-driven selling pressure has significantly weakened, but the market has not yet seen sustained demand recovery, with the decline in losses still outpacing the recovery in profits.From a historical cycle comparison, realized losses reached $1.37 billion on February 20, 2026, a new all-time high for this metric. The highest realized loss in the 2022 cycle was $1.15 billion, recorded on June 30, 2022. In terms of realized profits, as of July 23, Bitcoin's realized profit 30DMA stood at $257 million, down 92.7% from the peak of $3.51 billion recorded on December 10, 2024. It is also down 77.7% from the level on October 6, 2025, when Bitcoin hit its all-time high of $124,710. This metric bottomed out at $191 million on June 14, 2026, and has since recovered by 34.7%.Axel Adler stated that profit-driven selling pressure has dropped significantly, and the volume of coins being sold for profit is currently at a low level for this cycle. However, this does not mean that sellers have been completely exhausted, nor does it imply that market demand has recovered. If realized profits consistently rise above the $400 million to $500 million range, it would better confirm a sustained market improvement.Additionally, the Bitcoin realized profit/loss ratio has recovered from a low of 0.26 in June to 0.43, but remains below the 1.0 level. The analyst noted that while the absolute scale of realized losses in the current cycle exceeds that of 2022, the relative market pressure is still lower than in 2022. Since Bitcoin's all-time high, realized losses have exceeded realized profits on 190 out of the past 291 days. Axel Adler cautioned that if the profit/loss ratio breaks below 0.26 again, accompanied by a price drop below the cycle low of $58,535 established on June 30, it could signal further escalation of market pressure.
Odaily Odaily reports, according to Onchain Lens monitoring, a trader has held a long position of 1.38 million HYPE for 287 days, currently valued at $80.71 million with unrealized profit of $27.34 million. The trader has added 4.5 million USDC as margin, including 2 million USDC deposited yesterday and 2.5 million USDC deposited on July 17. The entry price was $38.67, the mark price is $58.49, the liquidation price is $52.368, and leverage is 5x.
According to monitoring by on-chain analysis platform Lookonchain (@lookonchain), due to a recent sharp rise in crude oil prices, the 104,848 $CL long positions (approximately $9.68 million) held by on-chain trader loracle.hl (@loraclexyz) were all liquidated, resulting in a loss of approximately $680,000. However, the trader did not cut losses and exit, but immediately reversed to open short positions. They currently hold 33,500 $CL (approximately $3.07 million) in short positions, continuing to bet on falling oil prices.
According to on-chain analyst PeckShield (@PeckShieldAlert), the address labeled "Drift Exploiter" has deposited 23,095.1 ETH (approximately $44.4 million) into Tornado Cash for mixing, and additionally transferred 0.85 ETH to Bybit.
Injective has announced on X platform that native INJ has officially been listed on Coinbase, the largest cryptocurrency exchange in the United States. Coinbase users can now trade INJ and directly transfer INJ into the Injective ecosystem via deposit and withdrawal features.
According to monitoring by on-chain analyst Yu Jin (@EmberCN), BTC treasury company @KULRTech transferred another 145.8 BTC (approximately $9.45 million) to Coinbase Prime 5 hours ago. After multiple position reductions over nearly 3 months, its originally held 1,021 BTC (approximately $101 million) now remains at only 100 BTC (approximately $6.47 million). The company's average BTC reserve price was $98,923, while the average selling price was only $74,368, resulting in an accumulated loss of approximately $22.62 million. Currently, its official website's Bitcoin treasury page has been taken offline, and its official social media has not mentioned Bitcoin-related content for a long time; it is widely believed that the company has abandoned its Bitcoin treasury strategy.
: Citrini analyst Jukan stated on the X platform that a Morgan Stanley research report circulating in the market shows that analyst Shawn Kim has turned bearish on the memory chip industry. The report suggests that NAND module manufacturers' inventory has risen to about 13 weeks, with demand clearly cooling. It expects NAND price growth to slow to about 5% in the fourth quarter, with spot prices having fallen for two consecutive months. Meanwhile, Changxin Memory Technologies (CXMT) is rapidly expanding production capacity, and supply and demand are gradually balancing. The report also indicates that if the NAND market weakens, DRAM should also be viewed bearishly, and it predicts that the HBM market growth rate will be limited to about 40%.Jukan stated that he has verified the authenticity of the report with sources and noted that Shawn Kim has consistently held similar views recently, which could be one of the reasons for the recent sustained pullback in South Korea's KOSPI index.
According to options expiry data released by [email protected] (@BTC__options), a total of 19,000 BTC options expired this week, with a Put Call Ratio of 0.89, Max Pain at $64,500, and a notional value of $1.2 billion; 125,000 ETH options expired, with a Put Call Ratio of 1.25, Max Pain at $1,875, and a notional value of $230 million. In terms of market conditions, BTC briefly broke through 66K this week but failed to hold. The 65K to 80K range is a high-volume trading zone from the early year's rally, indicating significant upside pressure. Overall IV has retreated to the 35% level, leaving fewer trading opportunities. Notably, the ETH put option ratio has exceeded 1 for 6 consecutive weeks, the longest duration on record, indicating sustained high bearish sentiment in the market. However, some traders are also taking the opportunity to sell Puts to buy the dip. Cryptocurrencies have experienced an 8-month bear market. From a cyclical perspective, the second half of the year may see a certain rebound.
According to Protos, George Cottrell, an aide to UK Reform Party leader Nigel Farage who was previously convicted of wire fraud, had his Polymarket account (username "GCottrell93") receive a total of $8.8 million in funds in October 2024—$7 million of which came from an OKX exchange wallet (in five transactions), and another $1.83 million from a ChangeNOW wallet. These funds were subsequently used to bet on Trump winning the US election, with approximately $13 million in winnings ultimately transferred to an OKX wallet and $282,000 to ChangeNOW.
According to on-chain analyst Yu Jin's monitoring, the MakerDAO initial team/investor address (claim address 0x74B...F0E, sell address 0xE26...7dc) sold 1,050 MKR that had been held for 10 years 20 minutes ago, swapping them for 1.316 million USDC and transferring the funds to Kraken. This address claimed the 1,050 MKR in April 2016. Since then, aside from the MKR token upgrade migration in 2018, the relevant MKR had remained unmoved.
In response to the news that “SpaceX will stop accepting new commercial orders for the Falcon 9,” Futurum Equities Chief Market Strategist Shay Boloor stated that if Starship fails to achieve successful commercialization by 2028, this shift could create a significant gap in rocket launch capabilities, potentially benefiting second-tier launch service providers such as Rocket Lab (RKLB).This morning, sources revealed that SpaceX has begun declining exclusive commercial launch orders for the Falcon 9 scheduled after 2028, and has suspended accepting new reservations for its Rideshare program, in order to accelerate the transition to Starship.
this morning, two addresses suspected to be associated with Paradigm unstaked 2.92 million HYPE (approximately $171 million).Former Ethereum core developer and angel investor Eric Conner commented on this, saying: "Everyone assumes this is a sell-off, but it's more likely that this is for ETF seeding. Custodians require tokens to be liquid, and staked HYPE cannot be used. Back in April, they also unstaked $88 million worth of tokens, and on the same day, Grayscale updated its S-1 filing and switched its custodian to Anchorage."
: According to on-chain analyst Ai Yi's monitoring, with LongXin Storage's listing countdown just 3 days away, a certain address has become Hyperliquid's leading position by a significant margin, currently holding $7.88 million in short positions on LongXin Storage. The average entry price for this address's 1.23 million LongXin Storage short positions is $6.615, equivalent to a Chinese yuan price of 44.85 yuan, representing a market cap of 3 trillion yuan; currently, its limit sell order of 420,000 tokens placed at $6.4284 has only achieved a 34.39% fill rate. If fully executed, the total position will reach $9.65 million.
Odaily reports, according to monitoring by Ai Yi, the whale "Set Ten Big Goals First" has temporarily increased its long position to 2,933.63 BTC, with an entry price of $64,940.14. This brings the total position value to $190 million, with an unrealized profit of $209,000.Previously, the whale "Set Ten Big Goals First" posted on X explaining the reason for immediately opening a long position after closing a short position: their medium-to-long-term bullish view on BTC remains unchanged. They mentioned that $60,000 is an important demarcation zone from the last bull run and also serves as the key cost support zone they are focusing on in this cycle.
Odaily Planet Daily reported that, according to Lookonchain monitoring, over the past 24 hours, 19 wallets possibly belonging to the same whale deposited and staked 2.93 million HYPE, valued at $172 million, into Hyperliquid. The whale accumulated 2.93 million HYPE 9 months ago at an average price of $44, and is currently sitting on a profit of approximately $44.5 million.
According to monitoring by on-chain analyst Onchain Lens (@OnchainLens), Circle has minted another 250 million $USDC on the Solana chain, marking the fourth minting within the past two days and bringing the cumulative total USDC issuance on Solana for 2026 to 72.01 billion.