News linked to both this project and an event.
Odaily News According to a post by whale "Set 10 Big Goals First" on platform X, Bitcoin has firmly established support at $80,000 and is now targeting $100,000, calling it the "last chance to get on board." Based on the chart shared, crypto-related stocks and ETFs such as IBIT, CRCL, and MSTR saw significant gains today.
Odaily News – Just two months after its launch, Robinhood Chain has seen cumulative transaction fees rise to $13.05 million, setting a new all-time high. Based on the annualized average of the last 30 days of fee revenue, the annualized revenue scale stands at approximately $110 million. At current cumulative revenue levels, roughly $1.3 million will flow directly to the Arbitrum ecosystem. Under the cooperation licensing agreement between the two parties, Robinhood Chain is required to return 10% of its protocol net revenue to the Arbitrum ecosystem, with 8% going to the Arbitrum DAO treasury and 2% to the Arbitrum Developer Guild.
According to On-Chain Lens monitoring, as of early today, an institution has gradually deposited 109,806 ETH into centralized exchanges over the past three days, valued at approximately $266 million, at an average price of $2,430. The address associated with this institution currently holds 58,048 ETH, worth approximately $140 million. If sold off entirely, the total sell volume would reach 167,854 ETH, valued at roughly $406 million. Based on an initial entry cost of around $1,700 two years ago, the projected profit stands at approximately $122 million.
Odaily News According to on-chain analyst Yu Ying's monitoring, the HyperLabs address (0x43e9...a251) applied to redeem 433,000 HYPE from staking 10 minutes ago, worth $36.14 million. This HYPE will complete its staking exit in 7 days, i.e., on September 6. Based on previous records, this HYPE will be transferred to a centralized exchange through market maker Flowdesk after the exit.
According to on-chain analyst Ai Yi (@ai_9684xtpa), trader "Set 10 Big Goals First" (@Jason60704294) has completely stopped out and closed all additional BTC and ETH short positions. The three trades executed since this "comeback" have collectively turned into a loss, primarily representing a pullback from previously realized profits; the trader had previously disclosed cumulative gains of approximately $70 million. Specifically, profits from prior long positions reached about $20 million; the first short position incurred a loss of roughly $6.283 million; the first half of the second short position booked a confirmed loss of approximately $10.158 million, while the second half's loss remains undisclosed and is estimated at around $9 million. Based on known and estimated figures, the cumulative loss on the second short position may total approximately $19.158 million, bringing the combined loss from both short positions to roughly $25.441 million.
According to BeInCrypto, crypto analyst Benjamin Cowen stated that Bitcoin is currently on day 1,363 of this cycle, while the past two cycles bottomed out on day 1,432 and day 1,436 respectively. Based on this, the bottom of this cycle is estimated to appear in October 2026, approximately 69-73 days from now. Cowen also pointed out that August and September have historically been seasonally weak periods for Bitcoin, with an average decline of about 10% in August during midterm election years. However, this prediction faces institutional-level skepticism. Fidelity pointed out that within months after Bitcoin hit an all-time high, one-year volatility touched a new low, a signal that never appeared in previous cycles; Bitwise Chief Investment Officer Matt Hougan believes that continuous inflows into spot ETFs and corporate balance sheet allocation demands have weakened traditional halving cycle patterns; Grayscale's 2026 outlook report also holds a similar view. Cowen, however, insists that although tops are becoming flatter, the bottom ranges of the four cycles have hardly shifted.
Odaily News: Citrini analyst Jukan posted on X platform stating that Anthropic investors believe the surging demand for its Claude series of advanced AI models and tools is sufficient to support the company's extremely high valuation expectations. According to investor estimates, Anthropic is expected to reach an annualized revenue of $100 billion to $120 billion by the end of 2026, a figure calculated using the company's preferred method, which projects full-year sales based on recent performance. If this expectation is realized, Anthropic's revenue scale would grow more than 10 times during 2026.An institutional investor commented: "If Anthropic can achieve 800% annual growth, even at a very conservative level, its valuation could reach 30 times revenue." Based on this valuation logic, Anthropic's potential market capitalization could reach $3 trillion.
Odaily News: According to on-chain analyst Ai Yi's monitoring, Robinhood-related token STONKBROKER has a market cap approaching $100 million. Lottery-style trader (0x867…b93e8) purchased $5,080 worth of STONKBROKER at an average price of $0.0004373, with the earliest purchase price as low as $0.0001773. Based on the current price of $0.03535, this address now holds unrealized profits of $406,000, representing a return rate of 8,143.3%, and still holds the position.
Odaily News: According to on-chain analyst Ember's monitoring, 433,000 HYPE tokens, worth $24.25 million, redeemed from staking a week ago by Hyperliquid development team HyperLabs address (0x43e...251), arrived in the account early yesterday morning. Early this morning, the redeemed 433,000 HYPE were distributed and transferred to 9 wallets. Based on previous unstaking transfer records, these HYPE are expected to flow into CEX through market maker Flowdesk.
Odaily News, According to blockchain detective Specter's monitoring, it has identified a cluster of wallets holding 28,600 BTC, valued at approximately $1.8 billion, suspected to be related to wallets previously attributed to the Zhimin Qian money laundering case. A few weeks ago, a Bitcoin wallet that had been dormant since 2017 transferred 1,020 BTC, valued at approximately $60 million, and began distributing funds to multiple addresses in a manner consistent with money laundering patterns. After tracing these transactions, Specter discovered that the related wallet cluster connects to addresses publicly associated with the UK's investigation into Zhimin Qian. Between 2014 and 2017, Zhimin Qian organized large-scale investment fraud in China, with over 128,000 victims. UK authorities later traced substantial criminal proceeds flowing into Bitcoin, and the Met Police ultimately seized 60,000 BTC, marking the largest cryptocurrency seizure in UK history at the time. In July 2021, UK authorities transferred the seized BTC, creating identifiable on-chain links. Following the recent transfer of 1,020 BTC, Specter identified additional wallets that collectively hold 28,600 BTC, valued at approximately $1.8 billion, and these wallets have remained largely dormant since June 2021. Based on on-chain evidence, it remains unclear whether these wallets are still controlled by the same actor, other custodians, or have already been identified by law enforcement.
Odaily News: According to on-chain analyst Yu Jin's monitoring, Bitmine (@BitMNR) deposited 150,100 ETH into Ethereum staking 2 hours ago. Bitmine currently holds a total of 5.7978 million ETH, of which 87% (5.0673 million ETH) is in staking to generate yield. Based on the current APR of 2.66%, the annual yield is approximately 134,800 ETH, valued at $250 million.
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.