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⚡ Just entered the scene—don’t rush to check the market yet. These 4 safety details are more important!
Market interest is heating up, and more and more new users are joining. A recent hardware wallet security incident once again reminds everyone: hardware wallets and self-custody are not absolutely safe either—there can be risks in private key generation, as well as the device and backup process.
For newcomers, start with these 4 things first👇
🔐 Don’t rely only on SMS verification: enable Google Authenticator (2FA) first.
🔗 Don’t click links at random: watch out for search ads, unknown emails, and DMs; log in via official apps or browser bookmarks whenever possible.
📝 Never connect your recovery phrase online: don’t screenshot it, don’t save it to cloud drives, and don’t send it to anyone.
🚨 Beware of “transfer first to claim the reward”: the official team will not ask for your recovery phrase, nor require you to transfer coins first to receive an airdrop.
📌 Learn the market slowly—make safety your priority first. Protect your first bit of assets so you can go further.

This week I took another look at ETF fund flows and found that it seems institutional money has started to slowly come back.

Bitcoin spot ETFs recorded a net inflow of $233 million in a single day, the highest in nearly two weeks.

Among them, BlackRock’s IBIT alone attracted about $183 million, and Fidelity’s FBTC and Bitwise’s BITB also saw net inflows.

Ethereum spot ETFs likewise logged a net inflow of about $12.8 million.

As ETF fund flows recover, at the very least it suggests that market sentiment isn’t as cautious as it was earlier.

However, one day of data isn’t enough to indicate a trend. What’s worth watching next is whether this round of capital inflows can be sustained, and whether BTC can hold its current pace.

Weekend market action is usually relatively quiet—let’s first note the ETF fund flow direction and see how the market moves next week.📊

The above is for market observation only and does not constitute investment advice. Digital asset prices are highly volatile—be mindful of risk. (Data source: AiCoin)

U.S. SEC Chair Atkins says that if Congress ultimately fails to pass the crypto Clarity Act, the SEC is “prepared, willing, and able” to create its own set of rules to regulate the crypto market.

The Clarity Act passed the House last year by a vote of 294–134, and this year it cleared the Senate Banking Committee with a 15–9 vote. However, for it to reach a full Senate vote, it must still clear the 60-vote threshold, and the timeline has not been set yet.

In an interview, Atkins emphasized that “regulation is the way forward,” and that the market needs stable, predictable rules rather than rules that swing back and forth as administrations change more frequently. This is also the context behind his statement on X that he is “committed to supporting Congress in advancing” the bill.

For the industry, a framework legislated by Congress and a set of rules unilaterally written by regulators create a completely different game structure: the former is slower but transparent, while the latter is faster but more centralized. The progress in the Senate next will directly shape the form and pace of the U.S. crypto compliance roadmap.

The Fed’s FOMC on July 29–30 voted 9-to-3 to keep the federal funds rate at 3.50%–3.75%, but for the first time since 2016 it saw three dissenting votes in unanimous support of a 25bp rate hike—giving the “hold steady” stance a distinctly hawkish flavor.

In other words, while it appears that rates are not being raised on the surface, inside the committee more members are starting to lean toward continued tightening, making the future path far less linear. While the Fed Chair emphasizes that 2% is a hard inflation target, they also signal that they would be ready to raise rates without hesitation when necessary—effectively using expectations management to maintain a tight financial environment even without moving interest rates.

After the meeting, CME’s “FedWatch” quickly adjusted as well: the probability of keeping rates unchanged by September is 36.8%, while the probability of cumulative 25bp hikes is 63.2%. Market pricing nearly fully discounted the previously favored 50bp hike.

With this combination of a “hawkish hold steady,” the next developments hinge on two variables: first, whether inflation and economic data truly converge toward the 2% target; and second, whether financial markets will again get ahead of themselves—amplifying how sharply this high-rate plateau is played out.

Will the market be put through a brutal pressure test again?

Tomorrow, the Fed’s interest rate decision + its subsequent remarks, along with major earnings reports from Microsoft and Meta—three big events collide head-on!

Right now, what everyone is focused on isn’t just whether there will be a rate cut.

More importantly, the core question is: in a high-interest-rate environment, how long can this AI super-narrative really last?

Over the past year, tech giants have been疯狂(whammed) spending heavily on AI infrastructure. The market has been pricing in high valuations, betting that future growth will deliver.

But now we’re entering the harsh validation phase: with so much money being burned, when will it finally translate into tangible revenue and profits?

If the Fed’s comments turn hawkish, or if Microsoft’s and Meta’s earnings reports fail to further reinforce AI expectations, tech stocks may struggle to withstand the pressure first.

The transmission path has always been clear: Fed liquidity expectations → risk appetite in the US stock market → performance in the crypto market.

BTC will be hard to stay independent from the impact—especially when macro and tech events resonate together like this tomorrow.

So what matters tonight isn’t just short-term price swings.

Instead, it’s whether the market will start “discounting” the AI growth story—how much premium high-valuation assets can still enjoy.

Crypto friends, tomorrow is destined to be anything but calm. Get ready—let’s watch the results together!

In the afternoon, I looked at the order book and screen for a while. Today’s market capital flows are actually quite split.
Prices are rebounding, but the funds haven’t fully aligned in the same direction.
First, let’s look at ETH.
On-chain data shows that address 0x2d59 withdrew 40,000 ETH from Binance, worth about $76.58 million.
Withdrawals at this scale usually indicate that big players aren’t in a rush to sell; instead, they’re moving their chips into their own wallets.
Next, let’s look at BTC.
U.S. spot Bitcoin ETFs continued to see outflows today, with a single-day net outflow of about $49.7 million. Over the past few days, cumulative outflows have exceeded $500 million.
However, it currently looks more like institutions are making short-term adjustments, not a full-scale exit.
So today’s market is a bit like this:
Some people are starting to position early, while others are still waiting for confirmation.
On price action, BTC is back around $64,400, and ETH has reclaimed the $1,900 level.
For the short term, the key is whether:
BTC can break above 65,000;
and ETH can hold above 1,930.
If later the ETFs switch back to inflows and trading volume keeps up, this rebound could still have room to extend.
But if capital continues to stay on the sidelines, the current uptick may just be a short-term repair.
The market hasn’t given its final answer yet.
But based on capital movement, it’s clear that some people have already started to place their bets.

Translunar Crypto LP founder Justin Ryan Schmidt was sentenced to 37 months in prison for tax evasion. The key points are that he first renounced his U.S. citizenship, and then described himself on his tax return as someone who had “almost no income.”

From 2019 to 2022, he earned more than $7 million through this crypto hedge fund, yet in his individual tax returns for 2020 to 2022, he reported income of less than $5,000. Against the backdrop of the U.S. Department of Justice steadily intensifying its crackdown on financial crimes in the crypto space, such a discrepancy is hard to view as ordinary tax planning.

This ruling sends a clear message: even if someone chooses to renounce citizenship and “moves” both the person and the money out of the U.S., any tax issues that arose previously may still be pursued. High-net-worth crypto practitioners and fund managers must treat compliance as a must-have rather than a fix after the fact.

For the industry, this may just be another case name in the short term, but over the long run it could change many people’s operational boundaries. Are you more concerned that regulatory pressure will keep rising, or that the cost of ignoring compliance has been clearly underestimated?

Changxin Technology makes its debut on the exchange: within nearly 1 hour, near‑long and short futures were liquidated with a total of $2.3623 million. The 272,505 CXMT short positions at address 0x517b were fully liquidated, resulting in a loss of $249,000—turning this newly listed stock directly into a battlefield of a “chips war.”

On one side, Northeast Securities provides a valuation range of RMB 3.2 trillion to 5.7 trillion, and also points out that minority shareholder profit-and-loss accounts for as much as 73.76% in 2025, arguing that valuation should exclude this impact. On the other side, Nomura sets a target price of 116 yuan, implying about RMB 7.76 trillion and a roughly 20× P/E ratio—clearly more aligned with a growth story.

On-chain data, however, offers another answer: the largest holding address for Changxin Technology contracts is in the short direction, with a position of about $17.26 million and an average open short price of $6.4. There is also a “whale” using 40× leverage to short about $18 million. Long and short are effectively betting against each other with leverage rather than debating valuation logic.

Against the backdrop of the Crypto Fear & Greed Index still at around 30 and overall sentiment remaining cautious, this combination of “research report + high leverage” is likely to amplify volatility. What matters next isn’t just where the stock price goes, but whether shorts will still dare to add more to their positions—and whether institutions will adjust their valuation assumptions.

Vanar announced on 2026-07-23 that it would move the infrastructure from the existing independent Layer 1 to Base, and increase the total supply of VANRY from approximately 2.4 billion to 10 billion. Existing token holders would migrate on a 1:1 basis, with individual position sizes remaining unchanged.

The official also redefined the token’s role: it no longer emphasizes supporting the security of its own chain. Instead, it is intended to coordinate and incentivize the “AI Organizations” economic ecosystem. There are reports that after the migration is completed, staking by the original chain’s validators will stop, and the project’s full focus will be on the Base-based AI application ecosystem.

At the time of the migration, about 62% of the total supply is locked, so short-term circulating pressure is relatively limited. However, the specific allocation of the 10 billion and the unlock schedule have not yet been disclosed. This has made the market’s key point of disagreement whether “the issuance is for a new narrative” or “the new narrative is to justify the issuance.”

For the community, this is both a shift from “building their own chain” to “focusing on application protocols,” and a major overhaul of the token economy. Whether the next phase can create real demand for AI Organizations on Base is a crucial variable in determining whether this move succeeds.

On July 22, the spot Ethereum ETF recorded net inflows of about $72.64 million, marking the fourth consecutive day of positive fund flows. BlackRock’s ETHA alone accounted for $53.47 million of the daily inflow, bringing its historical cumulative net inflow to $11.454 billion.

In other words, in recent days there hasn’t been a shortage of traditional capital willing to buy ETH through compliant channels—and most of it has chosen the same leading product. As a result, “buying an Ethereum ETF” has become almost synonymous with “buying ETHA.”

Continuous net inflows are a positive for Ethereum’s long-term narrative: they help ETH move within traditional asset allocation frameworks from a “side pocket position” toward something that can be seriously discussed as an allocation. But overly concentrating funds in a single product also means that if the market leader adjusts its strategy or faces an external shock, the timing of inflows and outflows will be very synchronized—making the potential amplifying effect on market volatility hard to ignore.

Judging by the current pace, this looks more like an allocation action led by large institutions rather than random, short-term sentiment swings. Going forward, what needs to be watched is not only how long the inflows can continue, but also whether this main funding channel might suddenly change direction at some point.