News linked to this event type.
: Visa, M-Pesa, and Onafriq have launched a pilot project in the Democratic Republic of the Congo to settle cross-border mobile transactions using a stablecoin pegged to the US dollar. The pilot targets scenarios such as cross-border mobile wallet top-ups, international commercial transactions, and remittances. The World Bank estimates that the average cost of cross-border remittances in Sub-Saharan Africa is close to 8% of the transfer amount. Visa has previously partnered with African cryptocurrency exchange Yellow Card to explore stablecoin treasury management and international settlement services. (Bitcoin.com News).
: "White-Haired Stock God" Serenity posted on platform X, stating that based on the capital flow direction in China's private VC market, institutions are currently pouring into fields related to Physical AI and World Models on a large scale.Data shows the approximate capital distribution as follows: Large Models/LLMs at about $23.56 billion, AI Infrastructure and Technology Layer at about $15.74 billion, Embodied Intelligence/Physical AI at about $13.36 billion, AIGC Applications at about $8.79 billion, and Autonomous Driving plus other top 20 sub-sectors totaling about $3.82 billion (note: metrics may not be directly comparable).Serenity pointed out that early-stage pure foundational model financing is largely closed, with capital more concentrated in existing leading companies and the World Model direction. He expects this trend to also appear in the US, potentially concentrating further towards leading companies like Anthropic and OpenAI. Regarding AIGC applications, Serenity believes this track's commercialization is already relatively mature, but an absolute winner has yet to emerge, exhibiting a fragmented competitive landscape in both China and the US markets.Overall, Serenity concluded that current AI investments continue to flow into infrastructure and the semiconductor supply chain. Meanwhile, capital is rapidly rotating towards Physical AI and Embodied Intelligence, but the World Model track still lacks direct investment targets.
: According to on-chain analyst Ai Yi's monitoring, a "smart money" address, which has accumulated total profits of over $5.293 million in US stock long/short trading, has once again adjusted its positions, drawing market attention. In the early hours of today, it closed a basket of short positions including $SNDK, $INTC, and $BTC, and then turned bullish, opening a long position of approximately $8.38 million on Micron ($MU) and establishing a long position of approximately $1.99 million on SK Hynix ($SKHX). Additionally, the account plans to further increase its position by approximately $7 million when SK Hynix falls back to the 1400–1550 range, indicating a shift towards optimism on the short-term outlook for the memory chip sector.
according to on-chain analyst EmberCN's monitoring, KR1 plc, a digital asset technology company listed on the London Stock Exchange and also an investor in Lido, transferred 3.7 million LDO ($990,000) into Kraken about an hour ago.
According to Lookonchain monitoring, BlackRock has experienced net BTC outflows for 10 consecutive trading days, with a total net outflow of 35,980 BTC, valued at $2.24 billion.
according to Lookonchain monitoring, US Bitcoin ETFs experienced a net outflow of 588 BTC today, with a 7-day net outflow of 22,189 BTC; Ethereum ETFs had a net inflow of 6,105 ETH, with a 7-day net outflow of 1,915 ETH.
The analysis points out that this phased divergence exhibits historical cycle characteristics: while institutional capital withdraws, long-term holders and whale accounts continue to accumulate, similar to the capital redistribution structure commonly seen in previous cycle bottom regions.
Odaily News, Citrini analyst Jukan posted on platform X, stating that UBS has raised its DRAM and NAND price forecasts. It now expects DRAM prices to rise 32% quarter-over-quarter in Q3 and 18% quarter-over-quarter in Q4; NAND prices are expected to rise 30% quarter-over-quarter in Q3 and 12% quarter-over-quarter in Q4.
Glassnode's latest weekly report points out that after Bitcoin fell below $60,000, market sentiment remains suppressed by continuous net outflows from US spot Bitcoin ETFs, defensive options hedging, and expectations of macro tightening. However, on-chain data shows that long-term holders have resumed accumulation, with multiple wallet size groups absorbing supply simultaneously, indicating that some high-conviction capital is gradually absorbing selling pressure.
According to Hyperinsight monitoring, Micron Technology was affected by last night's selling pressure and once fell to near $950. After a slight rebound this morning, MU on Hyperliquid is currently quoted at $1012, with prices remaining generally stable during pre-market hours. Currently, open interest for this asset has reached $230 million, 24-hour trading volume has risen to $460 million, and funding rates indicate the market remains overall bearish.
CryptoQuant analyst IT Tech stated that data shows the altcoin market, excluding Bitcoin and Ethereum, continues to be under pressure. The cumulative buy-sell volume difference for altcoins in June has touched an extreme low not seen in nearly five years and is currently probing further lower, reflecting that the spot market remains dominated by continuous net selling. Since retreating from the highs in early 2025, selling pressure has not eased significantly, and the market has not yet shown clear signs of stabilization.
据链上分析师 Ai 姨（@ai_9684xtpa）监测，地址 0xa2 开头的聪明钱此前通过做多 $SKHX / $MU / $INTC 获利 415 万美元后，于 7 月 1 日转向做空，开启美光（MU）/ 海力士（SKHX）/ 闪迪（SNDK）/ 英特尔（INTC）/ BTC 一揽子空单，总持仓超 3,490 万美元。 今日凌晨，该地址已全部平仓止盈，累计获利超 272.7 万美元，其中美光空单更精准止盈于反弹前。近 30 天多空两轮操作总盈利超 529.3 万美元。
According to on-chain analysis platform Lookonchain (@lookonchain), a newly created wallet address just withdrew 733 BTC from Binance, worth approximately $45.18 million.
According to monitoring by on-chain analyst Ai Yi, a number of smart money addresses are trading volatile and altcoins on Aster. Details are as follows:A whale opened a 1x short position on ESPORTS worth $9.58 million, which has now yielded an unrealized profit of $5.005 million.Addresses 0x2d4 and 0x961 opened 2x short positions on GUA worth $547,000, with profits exceeding $1.29 million, representing a return rate of 235%.Addresses 0x2A3 and 0x134 opened long positions on SYN worth $1.5 million and $504,000 respectively, with unrealized profits of $174,000 and $435,000 so far.
10x Research published an analysis noting that US employment data stronger than expected temporarily caused Bitcoin price volatility, and ETF fund outflows also exacerbated selling pressure. However, active buying from long-term holders helped form price support for the market. Meanwhile, weak employment data also led the market to delay its expectation for the next rate hike from October 2026 to December, providing certain support for Bitcoin's short-term trend. 10x Research added that historical data shows July has always been a month where Bitcoin performs relatively strongly, with an average gain of 9.1%. However, the market usually enters a consolidation phase from August to September, and September might become the low point of this cycle. Bitcoin recently rebounded from $58,500 to $61,500, which may be providing new positioning opportunities for traders.
According to on-chain analyst Maartunn (@JA_Maartun) based on CryptoQuant data monitoring, since June 29 (Monday), a total of 113,483.30 BTC (approximately $6.97 billion) have been transferred on-chain. All transferred coins have a coin age exceeding 3 months, of which 22,921.26 BTC (approximately $1.41 billion) came from long-term addresses holding for over 2 years.
The Securities and Futures Commission of Hong Kong released the "2025 Asset and Wealth Management Activity Survey", which shows: 1. Hong Kong's total assets under management in 2025 increased by 20% year-on-year to a historical high of 42.2 trillion HKD (5.4 trillion USD), with part of the growth momentum coming from net fund inflows, which surged 193% year-on-year to 2.1 trillion HKD (265 billion USD), marking the third consecutive year of increase; 2. Assets under management for asset management and fund advisory businesses increased by 19% year-on-year to 31 trillion HKD (4 trillion USD); 3. Assets under management for private banking and private wealth management businesses increased significantly by 24% year-on-year to 12.9 trillion HKD (1.7 trillion USD); 4. Net asset value of authorized funds increased by 38% to 2.3 trillion HKD (292 billion USD); 5. Net fund inflows in the asset management and fund advisory business segment surged 330% to 1.38 trillion HKD (177.3 billion USD); 6. The number of institutions licensed to conduct asset management (Type 9 regulated activity) increased by 7% year-on-year to 2,358.
Odaily Odaily reports, according to Lookonchain monitoring, a user mistakenly copied the token contract address as the receiving address when transferring ANSEM, sending 1.34 million ANSEM (worth $226,000) into the contract address, resulting in the total loss of funds.
According to data from Trader T (@thepfund), Ethereum spot ETFs saw a net inflow of $29.1 million yesterday. BlackRock ETHA: +$29.74 million (largest inflow of the day) • VanEck ETHV: +$1.24 million • Fidelity FETH: +$850,000 • BlackRock ETHB (Staking Version): +$20,000 • Grayscale ETHE: -$2.75 million (only product with outflow) • Other products (Bitwise, 21Shares, Invesco, Franklin, Grayscale Mini): No fund changes for the day
According to Trader T (@thepfund) data, Bitcoin spot ETFs recorded a net inflow of $221.72 million yesterday, following 10 consecutive trading days of net outflows. Performance of each product is as follows: • Fidelity FBTC: +$165.96 million (largest inflow of the day) • Ark ARKB: +$91.84 million • VanEck HODL: +$4.35 million • BlackRock IBIT: -$40.43 million (counter-trend outflow) • Other products (Bitwise, Invesco, Franklin, Valkyrie, WisdomTree, Grayscale, Morgan Stanley): No fund changes for the day