Bayramroz

Only a little remains until the next burn $LUNC from Binance.
Already on August 1, Binance will carry out another monthly burn $LUNC
To date, the exchange has already destroyed 87.15 billion LUNC, remaining the largest participant in the Terra Classic burn program.
It is at the beginning of each month that Binance burns part of its trading fees in LUNC. For the community, this is one of the most eagerly anticipated regular events, since the coin’s supply continues to gradually decline.

Now it remains to be seen what the volume of the new burn will be and whether it can once again draw attention to LUNC

This is truly interesting for $LINK
The U.S. Department of Commerce + Chainlink — this is no longer just another partnership. Chainlink is used as infrastructure to publish U.S. economic data on-chain.
The point here is not the publication of the data itself. More important is that government data is starting to become part of blockchain infrastructure.
If this approach is scaled to other government and financial sources, the role of $LINK may gradually shift from an oracle for DeFi to a foundational layer for on-chain finance

Uniswap V4 is currently showing very interesting dynamics: TVL surged to $5.69 billion, adding about $4.94 billion in just one week.
This is no longer just increased activity—liquidity in V4 has rapidly shifted into protocol $UNI

And this is a completely different picture for $LUNC
Over the last 24 hours, 2.6 billion LUNC came into Binance, while only 571 million were withdrawn.

Net inflow — about 2.1 billion LUNC. That means that right now, far more coins are coming to the exchange than are leaving

In the past 24 hours, 1.3 billion $LUNC was withdrawn from Binance, while 1.2 billion was deposited.

Net outflow is about 98 million LUNC.
The figure itself is interesting, but I wouldn’t call it accumulation right away. What matters is whether the outflow continues for several days in a row and exactly where the coins are going.
If the LUNC supply on exchanges really continues to decline, then the signal becomes much more interesting.

$SKY clearly not just sitting on a wallet.
New batch 1.43M $SKY has come in again from Binance, and the main position has already grown to about $1.76M and is in Sky Lending.

The most interesting thing is the health rate 10.00. This is a very conservative position—the wallet doesn’t look like it’s trying to squeeze out the maximum using leverage.

Ripple in Korea already looks less like a one-off case and more like a gradual integration into the financial infrastructure $XRP

Over the past year, there were three institutional partners and three different areas: payments, custody, and settlement.

And that’s much more interesting than yet another partnership just for a headline. If Ripple is truly becoming part of banks’ and the insurance sector’s infrastructure, then demand for its solutions may grow along with real-world usage

$COLLECT снова becomes interesting.
After the previous move, about 85M $COLLECT left the exchange — roughly 16% of the circulating supply. At the same time, OI is growing, and large traders are still noticeably skewed toward long.

The main zone right now is $0.072–0.075. If it gets taken with volume and they can hold it, the next target could be much higher.
But it’s important not to rush here: after a strong run, the market may first remove overheated longs.

The whale began locking in profits at $ENA right as it rose.

He bought 14.63M ENA at an average of about ~$0.11, and today sold 7.63M at about ~$0.18, taking roughly $500K in profit.

But the most interesting part is that he sold only half of the position. That means he isn’t writing off the upside entirely.

It seems like a standard strategy here: take some profit, and leave the rest in case the pump continues. Sometimes holding really means more than it seems at first glance.

$H now looks especially interesting precisely because of the upcoming unlock.

On August 25, 266.47M $H will enter the market—about 7.92% of the circulating supply. Against this backdrop, the price has already taken a strong hit.

But there’s a catch: after 60M $H was moved to the KuCoin exchange, it then withdrew about 70M H back to cold wallets/vaults.

So part of the selling pressure the market may have already digested in advance. Sometimes it’s the anticipation of an unlock that hits harder than the event itself.
Let’s see how much of these 266M will truly be on the market on August 25.

$AAVE has again come into view of a major whale.
He has just withdrawn 16,000 $AAVE from Binance to ~$2.02M — more than 3x his previous trades.

Interestingly, this wallet previously made similar round-trip trades via Binance and OKX. So this looks more like a large trading position than a long-term hold.
Let's see if this whale is right on the next move for $AAVE .

$ZEC has already risen more than double from the June low, but the most interesting thing is happening not on the chart.
On the day before the low, the price was around $362, and social activity reached 1,116 mentions — the market was literally screaming about $ZEC .
Now the price is already significantly higher: roughly $733–796, and on August 21 there were only 138 mentions.
So the price is up about 120%, yet there’s practically no big hype. And this is quite an unusual picture: the crowd was actively talking about the drop, but almost didn’t notice the rebound

$H ждёт разблокировку 7.92% циркулирующего предложения уже через 3 дня — это около 266.47 млн токенов на ~$20 млн.

At first glance, everything looks simple: a large unlock → additional supply → potential pressure on the price.

But the on-chain picture is more interesting right now.

In the past few days, approximately $20 million have been withdrawn from exchanges into new wallets labeled $H . The largest transfers are $5.62M, $4.28M, $4.11M, $2.34M, and others. And most importantly, these tokens are not returning to exchanges yet.

And right here, $ENA really looks a little absurd.

For almost two months, the price calmly sat in the $0.08–0.09 range. Liquidity was cheap, interest was minimal.

And then, after x2, suddenly a huge number of buyers appears.
And this is one of the strangest features of the market: people are willing to buy an asset once it has already shown growth, but far fewer are willing to buy it when it looks boring and cheap.

Now $ENA has already moved above the upper Bollinger Band on the weekly chart — around $0.133 — and the price is holding around $0.15. This shows the strength of the move, but at the same time it indicates a strong overheating relative to the recent range.

So the question is not even why MMs are so stupid. They can perfectly understand what’s happening.
The question is this: how many buyers will still remain when the price stops rising vertically? That’s when it will become clear whether this was a real transition into a new range or just FOMO after x2.

While $ETH is falling, whales appear to be once again building up futures positions.

Across major venues, there is a clear advantage from buying: for some contracts, the Buy Filled volume is significantly higher than sell volume. ETH-USDT Perpetual stands out especially — around $1.72 billion in buys versus $172.8 million in sells.

This is also interesting because the move looks like an attempt to regain positions that large players closed during the previous rally.

That is, the current decline is not necessarily being seen by big capital as a signal to exit ETH. Perhaps they’re using the pullback to accumulate again.

But there’s an important nuance here: a futures buy ≠ guaranteed upside. If these positions start actively adding leverage, the market may first deliver another shakeout and knock out late long traders

It appears that one of the large holders $AAVE decided not to wait for the perfect peak.

The wallet that, just a few months ago, withdrew 20K AAVE from staking has become active again specifically in the wake of today’s momentum.

Over the past 24 hours, it has sold another roughly 21.2K AAVE—about $2.4 million—while the sales took place around $110–121.

And this is more interesting than a typical whale-sells story. It didn’t dump its position during the drop—instead, it sold during a strong rally, locking in profit as the price moved

In an hour, the market simply wiped out late long positions for $500 million.

Almost everything on the board is red: $BTC −1.24%, $ETH −3.03%, $SOL −2.11%, BNB −1.93%, and the alts are dipping even harder in places.
The irony is that after a strong upward move, many start entering right when the market already looks “obviously bullish.” And then all it takes is one sharp drop for the leverage to do the rest.

$500 million in liquidations doesn’t necessarily mean the start of a new crash. Some of the overheated longs were simply removed from the market.

$BTC ETF-ы this week saw $1.92 billion taken off the market.
This is the largest weekly inflow since October 2025.

And that’s starting to get interesting. After a period of relatively weak demand, institutions are once again actively accumulating BTC through spot ETFs.

Nearly $2 billion in a week isn’t just a statistic. If this kind of demand continues, it could significantly shift the balance between buyers and available supply.
It looks like big money is ready to hold again—and sometimes that says more about the market than another green candlestick.

$ENA continues to build around itself an increasingly serious infrastructure.

OAK Research was elected to the Ethena Risk Committee — this is no longer just a research team that writes project reviews. Now they will be involved in working with risk parameters and improving the protocol.

And what I like here is specifically this point: as USDe and the entire ecosystem grow, risk management for Ethena becomes increasingly important. The more capital flows through the protocol, the less room there is for errors in parameters, collateralization, and liquidity management.

At the same time, OAK separately emphasizes that their research activities and work on the Risk Committee will be independent. This is important for trust in the analytics.

More and more professional infrastructure is being gradually connected to Ethena. And if the project genuinely wants to become a major element of the on-chain financial system, such things may turn out to be far more important than the next pump $ENA on the chart.

Against the backdrop of BTC’s rise, altcoins also started to come alive, but the distribution of returns looks quite telling.

$BTW deserves separate consideration—+612% over 30 days. This isn’t just a “strong alt”; it’s a movement on a completely different scale.

Next, the picture is calmer: $PUMP +109%, $ENA +63%, $CRV +49%. And by the time we get to $LINK, $HYPE, $OKB, $PENGU, $PEPE , and $ZEC, they’re roughly in the +26–33% range.

And what interests me here isn’t the ranking itself, but which projects begin to draw attention after BTC. When capital starts flowing out of BTC into alts, the hottest stories usually pop first, and then the momentum gradually spreads further