News linked to both this project and an event.
CryptoQuant analyst Darkfost posted that data shows the volume of Bitcoin long-term holders (LTH) inflows to exchanges recently reached a phased high. Based on the 90-day average, current long-term holder inflows account for 5.1% of total exchange inflows, approaching historical highs, surpassed only by the level of approximately 5.5% in 2020.
that, according to Lookonchain monitoring, since June 30, whale address 0x2684 has accumulated purchases of 54,449 ETH (approximately $94 million) at an average cost of $1,726; simultaneously, it has accumulated purchases of 600 WBTC (approximately $38.37 million) at an average cost of $63,950. Based on current prices, the unrealized floating profit for this address has now exceeded $12.5 million.
: According to on-chain analyst Ember's monitoring, an address suspected to be associated with Multicoin Capital (0xaB3...297) is selling 607,000 HYPE, worth $37 million; 4 hours ago, it transferred 395,000 HYPE to Coinbase and requested the redemption of 211,000 HYPE staked on Hyperliquid. These HYPE tokens were purchased 5 months ago via Galaxy Digital OTC at a price of $30. Of these, 210,000 HYPE were deposited into staking, while 395,000 HYPE remained in the wallet. Based on the current HYPE price of $61, its profit stands at $18.8 million.
Odaily News According to on-chain analyst Ai Yi's monitoring, the whale "Set 10 Big Goals First" has started to turn bullish on Bitcoin and bearish on US AI stocks. He stated that the reason all four trades since June 25 have been long positions is his anticipation that BTC will initiate a new round of upward movement, while the corresponding US AI/tech stock sector may face a major correction. Based on this judgment, he will treat the long position opened on July 18 (69.4 BTC) as a medium-to-long-term position, without ruling out the possibility of changing strategy midway.
According to Odaily, monitored by Stalkchain, a group of addresses suspected to belong to a whale accumulated a total of 10.34 million $ANSEM through 6 wallets over the past few days, with an investment of approximately $2.551 million. All holdings were subsequently sold today, resulting in a final loss of about $60,700.On-chain tracking data from Arkham and other platforms shows that the wallet cluster initially built its position through 4 addresses in batches:3 days ago, address Eo3ck...EhWQ purchased 827,000 $ANSEM, valued at approximately $225,000;Address CzZF7...RE74C bought 668,000 tokens, valued at about $191,000;Address FY8nW...b9L5Ag acquired 758,000 tokens, valued at approximately $215,000;2 days ago, address BMRse...25rHT purchased 641,000 tokens, valued at about $184,000.The aforementioned 4 wallets held a cumulative total of 2.894 million $ANSEM (approximately $814,600), all of which were subsequently transferred to the main wallet GFsqy...26SM.This main wallet then further purchased 7.535 million $ANSEM, valued at approximately $1.737 million, bringing the total holdings of the entire wallet cluster to 10.34 million tokens, worth about $2.551 million.However, the whale subsequently began to unwind its position:The main wallet sold 6.938 million $ANSEM, receiving approximately $1.943 million;The remaining 3.491 million tokens were transferred to wallet 62dT...LrUE;About 2 hours later, this wallet sold all 3.491 million $ANSEM, receiving approximately $546,900.Ultimately, the wallet cluster completed its full liquidation. Based on on-chain transaction data, this trading activity resulted in a loss of approximately $60,700.
According to monitoring by on-chain analyst Ai Yi (@ai_9684xtpa), a whale address again withdrew 4,948 ETH from Binance 3 hours ago, valued at approximately $9.01 million. Since July, this address has accumulated a position of 49,407 ETH and 250 WBTC, with average withdrawal prices of $1,705 and $62,628 respectively. Based on current prices, this address currently has an unrealized profit of approximately $5.275 million.
According to monitoring by on-chain analyst Ai Yi, the address suspected to be an insider for LAB has transferred another 10.5 million LAB to Aster. Based on the transfer price of $0.872 at the time of deposit, this is worth approximately $9.15 million. This marks the second time in about 22 hours that the address has transferred LAB in the same manner. In the past 24 hours, the address has cumulatively transferred approximately $18.69 million worth of LAB to Aster. Previously, after the address completed token transfers last night, the price of LAB experienced a decline.
Tom Wan, Head of Data at Entropy Advisors and former analyst at 21.co, stated on platform X that the Robinhood Earn vault, managed by Steakhouse Financial on Morpho, has currently reached a TVL of $16 million with an APY of 7.1%. Of this, 1.7% comes from protocol revenue, and 5.4% comes from incentive subsidies.Tom Wan noted that Robinhood allocates an annual incentive budget of $115 million in USDG to this vault. Based on the current incentive rate of approximately 5%, this could theoretically support a deposit scale of around $2 billion, corresponding to a TVL potential of between $1.5 billion and $2.5 billion.
According to on-chain monitoring, a wallet associated with Vitalik transferred 7,000 ETH to a new address. Based on historical transaction records, this batch of ETH may subsequently be deposited into centralized exchanges.
: Citrini analyst jukan posted on the X platform that driven by AI demand and supply shortages, South Korea's storage semiconductor export value and unit price rose simultaneously in June. According to trade statistics from the Korea Customs Service, as of June 20, 2026, the total export value of major storage products exceeded 23 billion USD, already surpassing 60% of the 37.16 billion USD total export value for the entire month of May.Based on the recent monthly growth of HBM, NAND, and SSD, the total storage semiconductor export value in June is expected to reach 38 to 42 billion USD, surpassing last month's record and reaching an all-time high. In June, both the export value and unit price of various storage semiconductors rose simultaneously, with the export value of MCP (i.e., HBM) increasing by 51% month-over-month.Influenced by continued investment in AI data centers by global tech giants like NVIDIA, the supply shortage of HBM3E and HBM4, centered around SK Hynix, persists. As wafers are concentrated on HBM production, the supply of general DRAM has relatively decreased, pushing the unit price of general DRAM to approximately 2 to 3 times that of the same period last year. Demand for NAND flash and SSD is growing alongside the expansion of AI inference server construction, with both product categories seeing a month-over-month increase of 25% to 28%. The share of storage products in total semiconductor exports has risen from the previous 70% range to 90% this month. The combined export value of storage and system semiconductors reached 25.5 billion USD, with the total semiconductor export value for June expected to be between 42 and 46 billion USD.Park Junyoung, a researcher at Hanwha Investment & Securities, stated that South Korea's storage industry is currently overcoming weaknesses by relying on two tools: long-term supply agreements and HBM. Even if the profitability of the storage industry declines in the future, the drop in operating profit is unlikely to be as severe as in the past.
Odaily News: Citrini analyst jukan stated on platform X that SK Hynix is estimated to have realized a gain of 40 trillion Korean won, approximately $26.46 billion, by selling Kioxia equity through Bain Capital. SK Hynix still holds a 14% to 15% stake in Kioxia in the form of convertible bonds. Based on Kioxia's current market capitalization, the remaining equity value is approximately 7.9 trillion Japanese yen, roughly $49.2 billion.BCPE Pangea Cayman 1A has sold a total of 33.49 million shares through over-the-counter transactions, including 11.7 million shares (a 2.14% stake) on April 16, 3.27 million shares (a 0.60% stake) on June 4, and 18.52 million shares (a 3.39% stake) on June 11. The transaction on June 11 was settled through physical delivery on June 15, reducing the entity's stake from 3.99% to 0%.Currently, only BCPE Pangea Cayman 2, Ltd. holds Kioxia common stock, with a total of 77.4 million shares, which is considered to represent SK Hynix's holdings. Bain Capital's investment is regarded as one of the most profitable transactions in private equity history. Kioxia's stock price has surged over 5,000% since its listing, with a year-to-date increase of 700%.
: Citrini analyst jukan posted on platform X, stating that according to Korean media reports, the listing process for SK Hynix ADR has entered its final stage, pending only SEC approval. Citing informed sources, Korean media reported that the ADR listing is currently expected to take place after mid-July, rather than early August. The final issuance size is anticipated to account for approximately 2.5% of SK Hynix's outstanding shares. Based on current valuations, the underlying equity value corresponding to the ADR issuance could reach up to $27 billion. As the transaction may be entirely structured as a new share issuance, it is expected to generate substantial cash inflows for the company.
data from beaconcha.in shows approximately 2.8841 million ETH are queued in the Ethereum validator entry queue awaiting staking. Based on the processing rate of 256 validators per epoch, new participants need to wait 50 days and 2 hours before they can officially begin staking. The exit queue contains only 89,800 ETH, with an exit wait time of 1 day and 13 hours, and an additional 7.7 days required for full automatic withdrawal of funds. Currently, there are approximately 888,000 active validators on the network, with a total staked ETH amount of 39.5 million, accounting for 32.45% of the total ETH supply. The current annualized staking yield stands at 2.74%.
: The SpaceX equity token on PreStocks is currently reported at approximately $115, representing a nearly 30% discount compared to the publicly traded SPCX share price.According to community feedback, the reason for this discount is that PreStocks has a 180-day lockup period, during which pre-listing tokens cannot be redeemed for actual shares (a fact that few people were previously aware of). As a result, holders now have only two options: either immediately sell at a discount in the market with very limited liquidity, or wait 180 days to redeem the tokens for actual shares at their full value. Based on current market performance, many users have chosen the former—selling at a discount.
According to monitoring by crypto analyst Ai Yi (@ai_9684xtpa), three addresses highly likely belonging to Ethereum co-founder Joseph Lubin currently collateralize a total of 412,430 ETH, valued at approximately $653 million, and have borrowed 259 million DAI.Data shows that the health rate of these positions briefly fell below 1.2 during yesterday's ETH decline. However, Joseph Lubin's associated addresses subsequently added approximately 110,000 ETH as collateral, bringing the position health rate back above 1.48.Ai Yi stated that Joseph Lubin obtained 540,000 ETH through the Ethereum ICO in 2015 at a cost of approximately $0.31. Based on the current position status, the likelihood of his lending positions being liquidated has significantly decreased.
“New Stock God” Serenity posted on X platform to clarify that he does not currently hold any shares of Harmonic Drive, and the related views are solely public research sharing. He further added that Harmonic Drive holds a key position in the humanoid robot industry chain, with its products expected to cover a significant portion of the manufacturing processes for humanoid robots. Currently, companies like AGIBot and Unitree have just entered the scale-up stage, with AGIBot’s cumulative shipments reaching only about 10,000 units. Therefore, the P/E valuations of related companies are generally high at this stage.However, Serenity pointed out that capital markets typically price in future growth expectations in advance. If manufacturers like Tesla Optimus and Unitree achieve mass production of tens of millions or even hundreds of millions of robots in the coming years, and with trillions of dollars flowing into the humanoid robot industry, even if Harmonic Drive only captures about a 5% market share of core robot components, its valuation could be significantly higher than its current market capitalization.Based on comprehensive research of the industry chain, Serenity stated that Harmonic Drive is currently one of the highest-exposure targets he has identified related to the development of the humanoid robot industry.
according to monitoring by crypto analyst Ai Yi @ai_9684xtpa, trader Jason60704294 has closed his BTC long position at a stop loss near $66,000.Based on different position sizes, if his actual holding is the previously disclosed 281.789 BTC long position (valued at approximately $19.09 million), the loss from this trade is about $500,000; if his actual position is 3,076.88 BTC (valued at approximately $208 million), the stop-loss loss from this trade is approximately $5.467 million.
according to analyst Ai Yi's monitoring, Jason60704294's screenshot shows he currently holds a long position of 281.789 BTC, valued at $19.09 million, with an entry price of $67,777. Based on large transactions at the same price on Binance during the same period, his actual position is estimated to be 3,076.88 BTC, worth $208 million. Additionally, between May 28 and June 2, he opened short positions on 2,739 BTC, profiting $3.308 million.
according to Ember monitoring, Mt. Gox transferred 116.3 BTC (worth $8.25 million) from a cold wallet to a hot wallet 2 hours ago, followed by a test transfer of 0.000017 BTC to the Bitstamp exchange. Based on Mt. Gox's previous transaction patterns, this 116.3 BTC will subsequently be transferred to Bitstamp. Currently, Mt. Gox still holds 34,500 BTC, valued at approximately $2.39 billion.
Odaily reports: According to monitoring by on-chain analyst Ai Yi, an address associated with Fenbushi Capital (0xaF3…74446) transferred 11,101 ETH, valued at $21.94 million, to a deposit address of Amber Group 8 hours ago. The transfer price was $1,977.24. Tracebacks show that between February 2024 and April 2024, this address withdrew a total of 33,398 ETH from Binance at an average price of $3,039.36, with a total value of approximately $101 million. Based on the current transfer price, if these 11,101 ETH were sold, it would result in a loss of $11.79 million.