【AiCoin丨7.25 Snapshot: Large whales move in, quantum cracking, sanctions tightened】
1. BlackRock transferred 3,126 BTC from IBIT to Coinbase Prime, worth approximately $203 million According to Onchain Lens monitoring, BlackRock transferred 3,126 BTC valued at approximately $203 million from the IBIT Bitcoin ETF wallet to Coinbase Prime. The transfer includes several transfers of 300 BTC and one transfer of 126.168 BTC. -Original text 2. Galaxy Digital founder Nic Carter said that the U.S. government will use quantum technology to crack Bitcoin Nic Carter said on the Galaxy Digital Brains podcast that the U.S. government will use quantum computers to break Bitcoin and place it into a trust, and the original holders can apply to retrieve it later. -Original text
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.
🚨 Woke up and saw the AiCoin hot list #1 explode! While everyone was sleeping last night, this big shot pulled off a big move in the market. First, closed out all 2,741 BTC short positions and pocketed a profit of $2.263 million. Thought it was over… Then the very next second—he flipped long! In one go, bought 2,015 BTC, with an entry average of $64,983, bringing the notional value to nearly $131 million. Honestly, when I saw this in the morning, my first reaction was: That execution speed… too brutal. Just after putting the short profit in the bag, he turned around and bet on the long side—still at the $130 million level—no wonder it shot straight to #1 on the AiCoin hot page. But heat is heat. Just because a whale can do this doesn’t mean we can too. Others might have spot holdings, hedges, or even other positions—what we’re seeing is only one of the trades. Take a look, but don’t get carried away. After all, what the market loves most is delivering a sudden reversal when people are at their most excited. If it were you, would you dare to follow this $130 million long position? 👇 #BTC #WhaleTracking #AiCoinHotTopics #BinanceSquare
【AiCoin丨7.24 Snapshot: Gold Plunges, U.S. Stocks Open Down Sharply, Initial Jobless Claims Below Expectations】
1. The U.S. House of Representatives passed a resolution on Iran (War Powers Act), calling on Trump to stop military operations against Iran. The U.S. House of Representatives passed a resolution on Iran (War Powers Act) with 214 votes in favor and 208 against, calling on Trump to stop the war against Iran. - Original 2. In the week ending July 18, the United States’ initial jobless claims totaled 187,000, lower than the expected 212,000 In the week ending July 18, the United States’ initial jobless claims totaled 187,000, versus the expected 212,000. The prior figure was revised from 208,000 to 209,000. (Jin10) AI interpretation: This data is significantly below expectations and at a historical low, directly proving that the U.S. labor market demand is extremely strong. This unexpectedly resilient strength thoroughly shatters the market’s hopes of a cooling employment situation, further reinforcing the rationale for the Federal Reserve to maintain high interest rates. The strong employment performance eliminates concerns about a near-term economic downturn, forcing the market to reprice the pace of rate cuts and push back expectations for easing. This outcome clearly points to the risk of an overheated economy and exerts a meaningful tightening pressure on financial markets. - Original
Sui announced on July 22 that its Bitcoin cross-chain yield protocol, Hashi, has gone live on the testnet, aiming to let native BTC participate in staking and yield on Sui without leaving the Bitcoin network.
Its key design is called the Guardian Layer: all BTC used for collateral is controlled jointly by Hashi validators and independent guardians via 2-of-2 multisignatures. Related borrowing and credit operations can be verified on-chain, mainly targeting institutional use cases.
In other words, Hashi is more like multisig custody plus on-chain credentials—enabling institutions to do BTC lending and credit expansion—seeking a trade-off between cross-chain security and asset liquidity, rather than simply bridging all of BTC to a new chain in the traditional sense.
It is still in the testnet stage. The specific range of supported DeFi functions and the detailed guardian mechanism have not been fully disclosed yet. Whether this design will ultimately align more closely with “compliant DeFi infrastructure” or be criticized as centralized custody may depend on the degree of future openness and real-world usage.
🐋 After 3 months of silence, this giant whale suddenly made a move! On-chain monitoring shows that a wallet that has been dormant for nearly 3 months made a one-time purchase in the past 24 hours via Galaxy Digital OTC: 💰 27,000 ETH Worth approximately $52.03 million Average execution price around $1,927 Why is it worth paying attention? This transaction wasn’t an exchange sweep—it was completed through OTC (over-the-counter) trading. The reason is simple: if you buy more than $50 million worth of ETH directly, it’s easy to push up the price. OTC, on the other hand, allows you to build positions without affecting the market. It’s a method commonly used by institutions and large players. What signal does it release? An OTC buy doesn’t mean the market will reverse immediately. But at least it shows that someone is willing to allocate $52.03 million worth of ETH at the current price. Those coins are also more likely to be held long-term rather than circulating for short-term trading. 📌 One trade can’t change the trend. But after being silent for three months, buying 27,000 ETH in one go—this kind of capital move is worth monitoring continuously. Do you think this is institutions starting to accumulate, or just a normal asset allocation? 👇
【AiCoin丨7.23 Snapshot: Expected Passage of the Bill, Rate-Hike Expectations at a Bottom, Gold Breaks to a New High】
1、Bloomberg: The Bitcoin and Crypto Clarity Act is expected to pass soon, and Trump has resolved the controversy over the ethical provisions Bloomberg reports that the Bitcoin and Crypto Clarity Act is expected to be passed soon. US President Trump has resolved the controversy over the relevant ethical provisions, and the Senate vote is imminent. - original text 2、Grayscale research head Zach Pandl: If the Federal Reserve stops rate hikes and the economy remains stable, the price of Bitcoin may have already bottomed out Grayscale research head Zach Pandl said that there are two views in the market on a Bitcoin bear market: the four-year cycle theory and the macro-driven theory. He is more inclined to the macro-driven view. If the Federal Reserve were to stop rate hikes and economic growth remains stable, the price of Bitcoin may have already bottomed out. - original text
A Reuters latest survey shows that 104 economists expect the Federal Reserve to keep the federal funds rate unchanged in the 3.50%-3.75% range at its July 29 meeting, with 78 believing that the rate will not be adjusted at all throughout 2026.
In the previous round of a similar survey, only 102 people participated, but again 78 backed the view that the rate would stay unchanged for the full year. This suggests that the idea of a “high-rate regime becoming the norm” has not been reversed over the past month; instead, as participation has grown, the view appears even more unified.
In plain terms: professionals are almost no longer treating “rate cuts this year” as the default storyline. The market now needs to reallocate its risk exposures in a stable but somewhat tight rate environment. Yield cushions from traditional U.S. dollar assets are less supportive, so higher-risk assets—such as crypto—rely more on their own fundamentals and structural opportunities to attract capital.
Going forward, the real variable may not be the interest rate itself, but whether economic data, regulatory stances, and industry innovation are convincing enough to make investors willing to continue bearing the volatility risk of crypto under a high-rate backdrop.
【AiCoin丨7.22 Snapshot: Rate-hike expectations heat up, a giant whale moves out BTC, Russia crypto bill takes effect】
1, Watcher.Guru: The probability of the Federal Reserve raising interest rates this year rises to 62% The probability of the Federal Reserve raising interest rates this year rises to 62%. -Original text 2, Satsuma Technology shareholder vote decides to sell 668 BTC and shut down the company BitcoinTreasuries.NET on X platform states that a shareholder vote at Satsuma Technology decided to sell the remaining 668 BTC, return capital to shareholders, and shut down the company. -Original text 3, U.S. Treasury Secretary Bessent says the Clarity Act for cryptocurrencies is close to passage U.S. Treasury Secretary Bessent said the Clarity Act is close to passing and urged Congress to approve the bill. -Original text
IREN, this Bitcoin mining company, has just secured a multi-year AI cloud services contract worth about $2.8 billion, and raised its annualized AI cloud revenue target for this year’s end to over $4 billion. On the same day, its stock price jumped by about 15.7%. The numbers are not small, and the direction is rather subtle.
Put simply, what used to be mining-only operations are now packaging computing power, electricity, and data center resources to sell to AI developers as cloud services. It is both a provider of computing power to the Bitcoin network and also trying to become part of the AI infrastructure—essentially running two different business models on the same set of hardware.
What’s unusual is that the valuation logic for Bitcoin mining firms is being rewritten. Previously, people thought mainly in terms of “Bitcoin price + production.” Now they also need to factor in variables like “AI cloud revenue targets” and “multi-year contracts,” widening the market over which computing power has bargaining power.
What comes next depends on two things: whether the execution and profitability of these AI contracts can support the new narrative, and whether, with dual lines of business, the miner will make trade-offs between Bitcoin computing power and AI cloud services.
7000 ETH, and it’s been locked up again. On-chain, we’ve just detected a notable large transfer worth paying attention to. New wallet 0xf23c withdrew 7000 ETH from Binance (about $13.46 million), and then immediately transferred it to staking. It didn’t continue moving funds to exchanges, nor did it go into DeFi, and there were no orders placed—after the withdrawal, it was locked up directly. This kind of move is generally more geared toward long-term allocation. On one hand, the amount of ETH sitting on exchanges is reduced; on the other hand, once the tokens enter the staking network, they typically won’t flow back into the market in the short term. Recently, there have been many cases of similar large withdrawals followed by staking. If this trend keeps going, ETH’s circulating supply could become increasingly tight. And if market sentiment improves, the price’s upside volatility could be larger than many people expect. Of course, one transaction can’t confirm a trend, but how big players act is often more worth watching than what they say. Do you think this round of ETH can lead the rebound? #ETH #Web3 #链上数据
AiCoin官方
·
--
🐋 On-Chain Whales in Motion|A Giant Whale Spends $20 Million, Scoops Up About 10,500 ETH
According to on-chain monitoring, today a giant whale completed a large spot buy: 🔹 Funds deposited: $20 million USDC credited to Binance 🔹 Purchase filled: Bought roughly 10,500 ETH at an average price of $1,904 🔹 Withdrawal and exit: After the purchase, all ETH was transferred out of the exchange to an on-chain wallet.
📊 What signal does this operation send? ✅ Possible reduction in exchange sell pressure Withdrawing ETH immediately after buying can reduce available float, easing near-term selling pressure. ✅ Funds appear geared toward long-term holding The entire process used a spot purchase with no leverage, and the withdrawal behavior also aligns more with long-to-mid-term allocation logic rather than short-term trading. ✅ Large capital is backing its stance with action Compared with the many viewpoints in the market, genuine large-scale buys are often worth closer attention. While any single trade cannot determine market direction, repeated on-chain accumulation signals like this usually become an important reference for market observers.
👀 What to watch next: If in the coming days the exchange’s ETH reserves continue to decline, and large withdrawals keep appearing on-chain, it suggests that big players are still accumulating—typically a positive factor for market sentiment. 💬 What do you think? If ETH retraces again, will you keep adding, or choose to wait? Share your strategy in the comments below👇 #ETH #链上数据 #巨鲸动态 #Binance
Three institutions, within the same time window, arrived at completely different Bitcoin answers: Strive bought 21 more BTC, investing about $1.3 million; Strategy chose not to buy any coins last week and instead added roughly $225 million more to its USD reserves, bringing the total to around $3.23 billion.
The former is a typical case of “continuous averaging in,” using small, frequent buys to raise its long-term exposure; the latter is clearly a defensive posture—consolidating funds into USD “ammunition” first, and keeping several extra layers of cushion for itself during volatile periods.
This divergence in where capital is flowing breaks the simplistic narrative that “institutions all go long in the same direction.” The more realistic picture is that some capital is increasing risk while other capital is increasing cash—both logics exist at the same time. Going forward, who gains the upper hand will likely depend on what price path the market presents next.
🐋 On-Chain Whales in Motion|A Giant Whale Spends $20 Million, Scoops Up About 10,500 ETH
According to on-chain monitoring, today a giant whale completed a large spot buy: 🔹 Funds deposited: $20 million USDC credited to Binance 🔹 Purchase filled: Bought roughly 10,500 ETH at an average price of $1,904 🔹 Withdrawal and exit: After the purchase, all ETH was transferred out of the exchange to an on-chain wallet.
📊 What signal does this operation send? ✅ Possible reduction in exchange sell pressure Withdrawing ETH immediately after buying can reduce available float, easing near-term selling pressure. ✅ Funds appear geared toward long-term holding The entire process used a spot purchase with no leverage, and the withdrawal behavior also aligns more with long-to-mid-term allocation logic rather than short-term trading. ✅ Large capital is backing its stance with action Compared with the many viewpoints in the market, genuine large-scale buys are often worth closer attention. While any single trade cannot determine market direction, repeated on-chain accumulation signals like this usually become an important reference for market observers.
👀 What to watch next: If in the coming days the exchange’s ETH reserves continue to decline, and large withdrawals keep appearing on-chain, it suggests that big players are still accumulating—typically a positive factor for market sentiment. 💬 What do you think? If ETH retraces again, will you keep adding, or choose to wait? Share your strategy in the comments below👇 #ETH #链上数据 #巨鲸动态 #Binance
【AiCoin丨7.21 Snapshot: CLARITY Act passes, Strategy sells off $200 million, ETH buybacks shift】
1, Coinbase confirmed on CNBC that the CLARITY Act is about to pass Coinbase confirmed on CNBC that the CLARITY Act is about to pass and said that it is inevitable for financial institutions to adopt Bitcoin and cryptocurrencies. -Original text 2, Strategy’s sale of $200 million worth of Bitcoin did not affect the market. Phong Le said that the market rose at the time According to a post on X by Bitcoin News, Strategy CEO Phong Le said that Strategy sold about $200 million worth of Bitcoin, but this did not affect the market; the market was up during that period. -Original text 3, Spot gold surged by $15 in the short term; it is currently trading at $4,034.16 per ounce
⚽ Some people rake in the Golden Boot, while others blow up by millions!
With the World Cup final whistle, the real drama of Crypto has only just begun
Today, on the AiCoin trending list, what grabs the most attention isn’t Spain winning the title—it’s a Polymarket whale.
He previously splashed out $1.23 million betting on Argentina to win. He originally had the chance to walk away with over $12 million. But with a stoppage-time winner in extra time, that position ultimately shrank to just $6,177—an overnight floating loss of 99.5%.
That’s the market: the deeper traps are often set precisely when everyone thinks the outcome is already decided.
Over the past month or so, the world’s attention has been drained by football—while crypto trading volume and volatility have steadily cooled down across the board. Now that the tournament is over, will this short-term capital and attention start flowing back again?
As a trader, don’t rush into mindless bullishness. Next, I’ll only be watching these three signals: 📈 Can BTC and ETH regain volume? — Don’t just look at up or down; first check whether daily-level trading volume can actually break out. In this game, there must be volume before there’s a real move. 🔄 Are funds rotating into mainstream sectors like AI and RWA? — Watch the sector leaders in the mainstream theme to see whether big money is starting to pass the baton. 🌍 Are there new catalysts from the Fed’s direction and ETF fund flows? — Macroeconomic liquidity is the clearest signpost. The World Cup ending is just a starter, not a reason to blindly go all-in.
If these three signals begin to resonate together, the market in the second half of the year might get really interesting.
After the World Cup, do you think liquidity will return to the crypto market and trigger a fresh wave of opportunities? Let’s discuss in the comments👇
At the Congressional hearing on July 15, Federal Reserve Chair Powell said that he would sell all assets acquired before taking up the chairmanship, converting them into cash equivalents and short-term U.S. Treasury securities.
On the surface, this appears to be an active form of “over-compliance,” but many interpret it differently: in an environment where inflation is still around 4% and the rate outlook remains unclear, he is choosing to stand on the side with shorter duration—hedging future uncertainty with cash and short Treasuries.
More subtly, Powell emphasized that recent inflation data has not fully captured underlying pressures and also expects that, over the next 12 months, artificial intelligence will push up observable prices. In contrast, New York Fed President Williams believes inflation may already have peaked, and that the central bank’s policy stance is “in a good position.”
When internal views diverge this way, the chair’s shift in personal assets from “holding long-term assets” to “cash is king” is no longer just a procedural step—it could become one of the reference signals the market uses to understand the future inflation and rate path. Only by seeing how the data unfolds afterward will we know whether this move was overly defensive or a prudent hedge against what’s to come.
1、Iran Fars News Agency: The Strait of Hormuz’s shipping volume dropping to zero will remain closed According to a report by Iran’s Fars News Agency, the shipping volume through the Strait of Hormuz has dropped to zero. As long as the United States continues its provocative actions, the strait will remain closed. A source in the Islamic Revolutionary Guards Corps Navy said that, at present, no vessels are passing through the Strait of Hormuz; any attempt to cross the strait will be met with an Iranian response. Iran will not issue passage permits to any vessel. -Original text 2、Hammock: The Federal Reserve needs to keep raising rates to fight inflation; markets are pricing a 65% probability of a rate hike in September