0XACE 10:00 AM intel|Roundhill Memory… · 09:00→10:00 SGT ━━━━━━━━━━━━━ • Roundhill Memory ETF has added CXMT (HiSilicon?) to its holdings, weight 2.52% Market structure · New · BlockBeats Impact: A single message alone is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-ups can form confirmation.
• South Korea’s June stablecoin net outflows to overseas were about $388 million, nearing the scale of local investors’ net purchases of overseas stocks Narrative · New · Foresight News Impact: Movements of funds from large addresses and institutional custody accounts will affect near-term expectations. Focus on whether the funds flow to exchanges or into cold wallets.
• Michael Saylor: The Strategy has never implemented a “never sell” policy; it will still be a net buyer of Bitcoin long term Event · New · BlockBeats Impact: Movements of funds from large addresses and institutional custody accounts will affect near-term expectations. Focus on whether the funds flow to exchanges or into cold wallets. ━━━━━━━━━━━━━ Market view|$BTC $63,548.49(24H +0.80%)|$ETH $1,880.59(24H +0.59%)|$HOME +30.32% #BTC
0XACE 08:00 Intelligence|South Korea stablecoin net outflows abroad continue for 18 consecutive months, … · 07:00→08:00 SGT ━━━━━━━━━━━━━ • South Korea’s stablecoins have continued net outflows abroad for 18 consecutive months; in June, net outflows totaled 560.3 billion KRW Narrative · New · BlockBeats Impact: Stablecoin infrastructure continues to expand; incoming capital channels and payment scenarios are worth monitoring.
• Trump Media transfers 26.28 BTC into Crypto.com; realized losses from cut-and-liquidation exceed $300 million within the year Event · New · Foresight News Impact: Movements of large addresses and institutional custody accounts may affect short-term expectations; focus on whether the funds flow to exchanges or to cold wallets.
• Michael Saylor responds to “Strategy authorized to sell up to $5 billion worth of Bitcoin”: old news resurfaced; no new authorization was announced Event · New · BlockBeats Impact: A single message is not enough to change the trend; next, watch trading volume, capital flows, and whether subsequent official updates can provide confirmation. ━━━━━━━━━━━━━ Market overview|$BTC $63,385.75 (24H +0.63%)|$ETH $1,873.63 (24H +0.35%)|$EPIC +20.90% #BTC
0XACE 07:00 Intelligence|After CME Raised Objections, the SEC Re-Examines… · 06:00→07:00 SGT ━━━━━━━━━━━━━ • After CME raised objections, the SEC re-examines the decision to approve Nasdaq Bitcoin options Regulation · New · Foresight News Impact: Regulation and enforcement will affect platforms’ compliance costs, and may also change investors’ risk appetite.
• The Coldcard attacker transferred 0.06 BTC to a new address Event · New · Foresight News Impact: Movements of funds from large addresses and institutional custody accounts may affect short-term expectations. The key is to watch whether the funds flow to exchanges or to cold wallets next.
• $BTC $63,018.25 (24H +0.08%, 1H +0.29%), whether the rebound can come with volume is the focus this hour Market Structure · Ongoing · Binance Impact: With 1H +0.29%, if BTC’s rebound lacks trading volume confirmation, it is likely to turn into a range repair rather than a new trend. ━━━━━━━━━━━━━ Market snapshot|$BTC $63,018.25 (24H +0.08%)|$ETH $1,856.34 (24H -0.54%)|$EPIC +24.09% #BTC
0XACE 23 Points of Insight|CZ: The market may be in a bear phase, but there is still plenty of capital… · 22:00→23:00 SGT ━━━━━━━━━━━━━ • CZ: The market may be in a bear phase, but there is still a large amount of capital looking for investment targets Event · New · BlockBeats Impact: A single message is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation.
• $BTC $62,958.65 (24H +0.22%, 1H -0.08%), whether the rebound can gain volume is the focus of this hour Market Structure · Continuation · Binance Impact: 1H -0.08%. If BTC’s rebound lacks trading-volume confirmation, it’s likely to become a range repair rather than a new trend.
• $ETH $1,869.16 (24H +0.31%, 1H -0.05%), on-chain capital is attempting to repair Market Structure · Continuation · Binance Impact: 1H -0.05%. An ETH repair could lift on-chain beta, but it depends on whether DeFi TVL and trading activity can keep up. ━━━━━━━━━━━━━ Market snapshot|$BTC $62,958.65 (24H +0.22%)|$ETH $1,869.16 (24H +0.31%)|$EPIC +26.91% #BTC #ETH
0XACE 21-point intelligence|Current mainstream CEX/DEX funding rates display… · 20:00→21:00 SGT ━━━━━━━━━━━━━ • The outlook for BTC and ETH based on current mainstream CEX/DEX funding rate displays is weakening bearishness, with market sentiment neutral to slightly weak Market structure · New · BlockBeats / Coinglass Impact: The differentiation between major assets and altcoins continues to widen; in the short term, trading activity and funding rates matter more.
• Michael Saylor: BIP-110 can no longer meet the 55% voluntary support threshold within the current Bitcoin mining difficulty cycle Event · New · BlockBeats Impact: A single piece of news is not enough to change the trend; next, watch trading volume, capital flows, and whether official follow-up can provide confirmation.
• $BTC $63,051.07 (24H +0.50%, 1H -0.12%); whether the rebound can gain momentum in volume is the focus for this hour Market structure · Continuation · Binance Impact: With 1H -0.12%, if BTC’s rebound lacks trading volume support, it may turn into a range repair rather than a new trend. ━━━━━━━━━━━━━ Market overview|$BTC $63,051.07 (24H +0.50%)|$ETH $1,870.78 (24H +0.35%)|$EPIC +36.65% #BTC #ETH
0XACE 19 Points of Insight|U.S. Bitcoin Spot ETF Saw Total Net Outflows Yesterday… · 18:00→19:00 SGT ━━━━━━━━━━━━━ • U.S. Bitcoin spot ETFs saw total net outflows of $265 million yesterday Market structure · Continuation · Foresight News Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-ups can provide confirmation.
• Yesterday, U.S. XRP and SOL spot ETFs recorded net inflows of about $7.69 million and $0.40 million respectively; the HYPE spot ETF saw net outflows of about $1.83 million Market structure · Continuation · Foresight News Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-ups can provide confirmation.
• Bitcoin’s current holder concentration is similar to the period just before the FTX collapse, and a “final sell-off” of the bear market may be underway Event · New · BlockBeats Impact: Regulation and enforcement will affect platform compliance costs and also change investors’ risk appetite. ━━━━━━━━━━━━━ Market snapshot|$BTC $63,103.68 (24H -1.03%)|$ETH $1,868.89 (24H -0.77%)|$1000SATS +27.35% #BTC #SOL #HYPE
0XACE 17 points of intel|CEX net inflow of 4,701.35 BTC over the past 7 days… · 16:00→17:00 SGT ━━━━━━━━━━━━━ • CEX net inflow of 4,701.35 BTC over the past 7 days Market structure · New · BlockBeats / Coinglass Impact: the divergence between major assets and altcoins continues to widen; in the short term, more emphasis is on trading volume and funding rates.
• Galaxy Research: the value of Bitcoin stolen due to the Coldcard vulnerability has exceeded $70 million Event · Ongoing · Foresight News Impact: a single piece of news is still not enough to change the trend; the next step is to watch trading volume, capital flows, and whether official follow-ups can provide confirmation.
• BNB Chain: a former employee, without authorization, used the original official test wallet to issue a new Meme token; legal action has been taken Narrative · New · BlockBeats Impact: a single piece of news is still not enough to change the trend; the next step is to watch trading volume, capital flows, and whether official follow-ups can provide confirmation. ━━━━━━━━━━━━━ Market overview|$BTC $63,076.01(24H -1.16%)|$ETH $1,866.69(24H -0.91%)|$1000SATS +27.97% #BTC #BNB
0XACE 16 points of intelligence|Teacher: Bitcoin’s forced selling “fuel” has been exhausted; it’s time to… · 15:00→16:00 SGT ━━━━━━━━━━━━━ • Teacher: Bitcoin’s forced selling “fuel” has been exhausted; need to watch for ETF fund inflow signals Market structure · New · BlockBeats Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation.
• DeFi Kingdoms’ Avalanche L1 DFK Chain will be decommissioned in late August Narrative · New · Foresight News Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation.
• PlanB: Bitcoin has started “bottoming,” typically takes 1–3 months Event · New · BlockBeats Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation. ━━━━━━━━━━━━━ Market snapshot|$BTC $63,051 (24H -1.40%)|$ETH $1,868.04 (24H -1.12%)|$1000SATS +28.65% #BTC #AVAX
0XACE 15 points of intelligence|Bitcoin ETF net inflow of $172.8 million in July… · 14:00→15:00 SGT ━━━━━━━━━━━━━ • Bitcoin ETF net inflow of $172.8 million Market structure · Added · BlockBeats / Farside Investors Impact: A single piece of news is still not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-ups can form confirmation.
• Address starting with 0x2684 bought nearly 8,000 more Ether again Event · Added · Foresight News Impact: Capital movement by large addresses and institutional custody accounts will affect short-term expectations. Focus on whether the funds flow to exchanges or stay in cold wallets.
• The behind-the-scenes story of the “AI stock god” fund liquidation: during the wedding, all-night negotiations to sell Anthropic equity to bring in funds; ultimately, the decision shifted to selling publicly traded stock Narrative · Added · BlockBeats Impact: A single piece of news is still not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-ups can form confirmation. ━━━━━━━━━━━━━ Market|$BTC $63,108.49 (24H -0.99%)|$ETH $1,870.21 (24H -0.86%)|$GIGGLE +30.48% #BTC #ETH
0XACE 13-point intel|Decentralized AI data network… · 12:00→13:00 SGT ━━━━━━━━━━━━━ • The decentralized AI data network Perceptron Network completes a strategic funding round of $6.5 million, with investors including Selini Capital participating Funding · New · BlockBeats Impact: The financing indicates capital is still placing selective bets; the next thing to watch is product rollout, token value capture, and unlock pressure.
• Ethereum spot ETF had total net inflows of $9.0295 million yesterday Market structure · New · Foresight News Impact: A single piece of news is not enough to change the trend; next, watch trading volume, capital flows, and whether official follow-ups can form confirmation.
• Update: Suspected Bitmine address has accumulated 18,914.13 ETH over the past 10 hours Event · New · BlockBeats Impact: Capital movements involving large addresses and institutional custody accounts will affect short-term expectations; focus on whether the funds flow to exchanges or to cold wallets. ━━━━━━━━━━━━━ Market|$BTC $63,110.89 (24H -1.49%)|$ETH $1,871.61 (24H -1.13%)|$GIGGLE +40.13% #ETH
0XACE 10:00 AM Intelligence|Yesterday Bitcoin ETF net outflow of $265.4M… · 09:00→10:00 SGT ━━━━━━━━━━━━━ • Yesterday, Bitcoin ETF recorded a net outflow of $265.4 million; Ethereum ETF recorded a net inflow of $9.0 million Market structure · New · BlockBeats / Farside Investors Impact: A single piece of news is still not enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-ups can form confirmation.
• Unified AI model API platform CloudSome completes a $3.6 million seed round financing Financing · New · Foresight News Impact: The financing indicates capital is still making selective bets. Next, watch product rollout, the value captured by the token, and unlock pressure.
• Well-known trader: If Bitcoin breaks below $61,000, it may test the $54,000 region Positions/Liquidations · New · BlockBeats Impact: Movements of funds from large addresses and institutional custody accounts can affect short-term expectations. Pay special attention to whether the funds flow to exchanges or to cold wallets. ━━━━━━━━━━━━━ Market snapshot|$BTC $63,050.72 (24H -2.01%)|$ETH $1,869.87 (24H -1.93%)|$GIGGLE +50.06% #BTC #ETH
0XACE 07:00 Intelligence Report|BitMine is suspected of purchasing another 10,000+ ETH… · 06:00→07:00 SGT ━━━━━━━━━━━━━ • BitMine is suspected of purchasing another 10,000+ ETH Event · New · BlockBeats Impact: The divergence between major assets and altcoins continues to widen; in the short term, attention is still on trading volume and funding rates.
• Sushi launches a token issuance platform, Sushi Launch, on the Robinhood Chain Narrative · New · Foresight News Impact: A single piece of news is still not enough to change the trend. What to watch next is trading volume, capital flows, and whether official follow-up can provide confirmation.
• Tether’s Q2 performance weakens; excess reserves decline by over $4 billion Event · New · BlockBeats Impact: The stablecoin infrastructure continues to expand. Worth tracking are capital inflows and payment use cases. ━━━━━━━━━━━━━ Market overview|$BTC $62,967.33(24H -3.49%)|$ETH $1,866.5(24H -3.38%)|$GIGGLE +52.69% #ETH
0XACE 05-Point Briefing|GIGGLE +53.84% · 04:00→05:00 SGT ━━━━━━━━━━━━━ • $BTC $62,968.25(24H -3.16%,1H +0.03%),key support enters a stress test Market structure · Continuation · Binance Impact: +0.03% in 1H. If BTC weakens, it may suppress risk appetite toward altcoins; short-term capital is more focused on order flow and acceptance near support levels.
• $ETH $1,863.34(24H -3.43%,1H +0.10%),on-chain risk appetite keeps cooling Market structure · Continuation · Binance Impact: +0.10% in 1H. ETH underperforming versus expectations may weigh on L2 and DeFi beta; funds are more likely to rotate back to BTC or stablecoins.
• $GIGGLE 24H +53.84%,short-term capital concentrates on strong momentum moves Momentum · Continuation · Binance Impact: Capital is still willing to chase high-volatility names, but it needs confirmation that trading volume can hold near $40.85M. ━━━━━━━━━━━━━ Market overview|$BTC $62,968.25(24H -3.16%)|$ETH $1,863.34(24H -3.43%)|$GIGGLE +53.84% #BTC #ETH #GIGGLE
0XACE 02 News Intelligence|Bitcoin Falls Below 63,000 USDT · 01:00→02:00 SGT ━━━━━━━━━━━━━ • Bitcoin falls below 63,000 USDT Narrative · New · Foresight News Impact: A single piece of news is not yet enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-up can form confirmation.
• Three Fed officials support rate hikes; internal hawkish pressure rises Macro · New · BlockBeats Impact: Changes in macro pricing will first affect the US dollar and risk appetite, then transmit to BTC and high-volatility altcoins.
• The US Treasury sanctions two Iranian companies that provide Bitcoin payments for passage through the Strait of Hormuz Event · New · Foresight News Impact: A single piece of news is not yet enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-up can form confirmation. ━━━━━━━━━━━━━ Market snapshot|$BTC $62,990.59 (24H -2.89%)|$ETH $1,866.78 (24H -2.96%)|$GIGGLE +45.64% #BTC