Key Takeaways:U.S. Bitcoin spot ETFs saw $770 million in net inflows from June 30 to July 3.BlackRock’s IBIT led with $337 million in inflows; Fidelity’s FBTC followed with $248 million.Grayscale’s GBTC continued to bleed, losing $84.95 million on the week.Total net assets in Bitcoin ETFs now stand at $137.6 billion, with cumulative inflows at $49.64 billion.Bitcoin spot ETFs recorded $770 million in net inflows last week, extending their streak of weekly inflows to four consecutive weeks, according to data from SoSoValue. The consistent capital inflow signals sustained institutional demand even as Bitcoin hovers below its all-time high of $112,000.Top Gainers:BlackRock’s IBIT attracted the most investor interest, pulling in $337 million for the week. Its total net inflow now stands at $52.65 billion, maintaining its position as the market leader.Fidelity’s FBTC followed closely with $248 million in net inflows. The fund’s cumulative net inflow has reached $12.21 billion.Top Loser:Grayscale’s GBTC recorded the largest net outflow among all ETFs, shedding $84.95 million last week. The product has now seen $23.33 billion in total net outflows since spot ETFs began trading.As of now, the total net asset value (NAV) across all Bitcoin spot ETFs is $137.6 billion, representing 6.29% of Bitcoin’s total market cap. Historical cumulative net inflows for all Bitcoin ETFs have reached $49.64 billion.Market Context:The renewed inflow momentum reflects growing institutional confidence as ETF adoption widens and Bitcoin price stabilizes above key support levels. Analysts view sustained ETF buying as a long-term bullish signal, particularly as BTC supply on exchanges continues to decline.

ETH,イーサ・ナラティブ・シフト：世界のコンピュータから世界の台帳へ、チェーン上の中央銀行が登場か？ ゴールデンファイナンス,現実世界はイーサで何をしようとしているのか。

Trader Eugene has revealed a renewed bullish stance on Ethereum (ETH), announcing that he has re-entered a long position based on what he describes as a major structural and sentiment shift. Posting in his trading community, Eugene expressed confidence that the market is poised for a breakout this week, with ETH being the most compelling opportunity.Key Reasons Behind His ETH Long Thesis:Extremely Light ETH Positioning After 2025 CapitulationFollowing ETH’s dramatic drop from $4,000 to $1,300 in April 2025—and the ETH/BTC ratio plunging to a multi-year low of 0.018—Eugene notes that ETH was heavily sold off by traders and whales alike.He now sees a rare opportunity: “The current lightness of ETH's positioning is at a three-year low,” he wrote, highlighting the structural upside if sentiment shifts.ETH’s Role as Institutional InfrastructureEugene points to growing signs of ETH becoming the preferred chain for stablecoin activity and regulated finance.With 90%+ of stablecoins on Ethereum and growing U.S. regulatory clarity—such as the Stablecoin Act in progress—he believes institutions will increasingly turn to ETH as a legal, compliant blockchain infrastructure layer.Recognition from Wall Street voices like Tom Lee adds weight to ETH’s case as a tradfi-aligned crypto asset.Catch-Up Potential vs BTCWhile not the core driver, Eugene suggests that ETH's underperformance versus BTC could soon reverse.“ETH returning to its ATH implies an 85% rally, and even then ETH/BTC would only reach 0.044—levels seen back in September 2024,” he said.If BTC breaks $110K, Eugene expects ETH to surge as part of a full bull market restart, with historical data showing ETH typically outperforms during upward momentum phases.Despite previously avoiding ETH after its brutal Q2 drawdown, Eugene believes the risk-reward profile has shifted dramatically:“ETH is the clearest bet from a medium-term structural perspective,” he concluded.As Ethereum continues to consolidate near $2,600, traders will be watching closely to see whether Eugene’s breakout thesis plays out in the days ahead.

According to BlockBeats, the Trump administration's digital asset task force is finalizing a significant cryptocurrency policy report, set to be submitted by July 22. This report is the result of months of collaboration led by task force head David Sacks, Bo Hines, and senior officials from the Treasury, Commerce Department, SEC, and CFTC. It aims to implement an executive order signed by U.S. President Donald Trump in January to strengthen America's leadership in the cryptocurrency sector. The report is expected to include regulatory and legislative recommendations, although specific details remain undisclosed. The task force's original mandate involved creating a federal digital asset framework, including stablecoins, which Congress has already initiated, and exploring the establishment of a national digital asset reserve, which Trump established in March. Caroline Pham, acting chair of the CFTC and a task force member, recently described the report as the government's "cryptocurrency roadmap," highlighting the productive nature of their current efforts. White House officials have confirmed that the report will be released by the July 22 deadline. While the report's specifics are not yet public, industry experts speculate it may propose strategies for funding a strategic Bitcoin reserve without increasing taxpayer burden and suggest measures to ensure cryptocurrency companies have fair access to banking services from institutions like the Federal Reserve, which has historically denied direct access to its payment systems for crypto firms.

According to BlockBeats, the Senate Banking Committee is set to conduct a hearing this Wednesday to discuss the establishment of a regulatory framework for the $3 trillion digital asset industry. A draft proposal for market structure reform is expected to be released later this week. This proposal will incorporate elements from the 2023 Responsible Financial Innovation Act by Lummis-Gillibrand and draw on provisions from the recently introduced CLARITY Act by the House. Both the hearing and the draft release align with the committee's goal to introduce market structure legislation before the August recess. The Senate Agriculture Committee, responsible for overseeing the Commodity Futures Trading Commission, will also play a significant role in the market structure legislation and is anticipated to hold a dedicated hearing soon.

Binance has announced that users holding 202 or more Alpha Points can participate in the Token Generation Event (TGE) for Palio AI (PAL). The event will take place exclusively through the Binance Wallet on July 7, 2025, between 16:00 and 18:00 UTC.Key Points:Eligibility Requirement: Users must hold at least 202 Binance Alpha Points.Participation Cost: Each entry will deduct 15 Alpha Points.Event Platform: Binance Wallet via the Alpha Event Page.Event Time: July 7, 2025, from 16:00 to 18:00 UTC.Binance’s Alpha Program enables select users to access early-stage token offerings. The Palio AI TGE is expected to follow a first-come, first-served model, encouraging eligible users to participate promptly. 

公式ニュースによると、コインアルファは7月9日にRCADE(ラセード)を開始し、対象ユーザーはアルファ取引開始後、アルファのアクティビティページからコインアルファポイントでエアドロップを集めることができる。詳細は別途発表される。

A notable whale wallet, identified as “0x160...a1cC2,” has accumulated 4,862.95 ETH in two separate on-chain transactions, totaling approximately $12.49 million, according to on-chain analyst Ai Yi.Key Details:Average Entry Price: $2,569 per ETHTotal ETH Acquired: 4,862.95 ETHTotal Value: $12.49 millionPrevious Activity: On May 21–22, the same wallet exchanged 411 BTC (~$46.05M) for 17,651 ETH at ~$2,609.14 per ETH via ThorChain.Profit Booking: The whale later sold during a price uptick, netting approximately $104K in profit from that trade. 

Matrixport reports that retail participation in the crypto market remains weak, with no strong catalysts to spark renewed momentum. Trading volume across major platforms has significantly declined, highlighting waning investor interest.Key Takeaways:Retail activity is subdued: South Korea's spot daily trading volume has dropped to $775 million, while Binance’s average daily volume has fallen to just $5 billion — the lowest since September 2024.TRUMP token unlock looms: A $782 million token unlock next week could trigger fresh selling pressure as holders look to exit positions.Lack of new drivers: Since the hype surrounding the TRUMP coin in January, market momentum has steadily faded, and most retail traders appear to be in “summer break mode.”Matrixport warns that without renewed buying interest or a fresh catalyst, short-term volatility could spike, especially around token unlock events. 

Nomura Securities analysts noted in a recent research report that markets may face short-term volatility ahead of the July 9 tariff decision deadline. However, they believe that increased clarity on trade tariffs—such as specifics on rates, implementation timing, and the countries involved—could ultimately help markets stabilize and move higher.Key Takeaways:Near-term volatility is expected as investors await details of the new trade agreement.Market rebound possible if uncertainty around tariffs is resolved.Focus may shift back to positive drivers like potential Fed rate cuts and the ongoing AI investment trend.While uncertainty remains across multiple fronts, Nomura suggests that removing ambiguity on trade policy could restore investor confidence and reduce risk aversion.

According to Binance Futures data, over the past 24 hours, the ETH/USDT, BTC/USDT, SOL/USDT, DOGE/USDT and MYX/USDT trading pairs led the USD-M perpetual futures market in trading volume.ETH/USDT perpetual futures long/short ratio: 1.49, funding rate: 0.0083%.BTC/USDT perpetual futures long/short ratio: 0.59, funding rate: 0.0013%.SOL/USDT perpetual futures long/short ratio: 1.94, funding rate: 0.0058%.DOGE/USDT perpetual futures long/short ratio: 2.70, funding rate: 0.0100%.MYX/USDT perpetual futures long/short ratio: 0.42, funding rate: 0.0012%.

技術的な道筋、市場の状況、制度の進化、安定コインの収益ロジックを整理し、安定コインのトレンドを理解するための一連のパノラマフレームワークを構築する。

テスラのCEOであり、ハイテク界の先見者であるイーロン・マスクは、自身の新政党「アメリカ党」がビットコインを受け入れることを確認した。

香港は新法に基づき、8月からステーブルコインのライセンス発行を開始する。この規則では、不換紙幣に裏打ちされたステーブルコインのみが許可され、国境を越えた決済のような安全で実用的な用途に重点が置かれる。

この記事は、最近のOuyiユーザー凍結事件に基づいており、長年のWeb3の経験を組み合わせたものです。

スウェーデンのGunnar Strömmer法務大臣が、より大きな利益を生む可能性のある取り締まりに集中するよう地方当局に呼びかける公式声明を発表した後、スウェーデンは暗号の押収に熱を上げている。

クラーケンやロビンフッドといったフィンテック大手の参入により、ブロックチェーン技術によるこの構造変化はすでに始まっている。

ドバイ土地局はCrypto.comと提携し、デジタル資産による政府手数料の支払いなど、不動産取引におけるブロックチェーンと暗号による支払いを可能にした。この動きは、不動産をトークン化し、より多くのグローバルな投資家を誘致する計画で、不動産セクターを近代化するというドバイの2033年ビジョンをサポートするものだ。

人工知能,AIは誰の仕事を奪うのか？400万件のチャット記録からその答えが見えてくる ゴールデンファイナンス,AIがあなたの仕事を奪うことを恐れるな。

サークル,ブラックロック,JPモルガン,チェーンファイナンスの戦い：新しい秩序をデザインするのは誰か？ ゴールデンファイナンス、異なる起源、収斂する道。