【Today's Crypto Express】 • U.S. spot Bitcoin ETFs saw net inflows of about $854 million last week, the best single-week performance since mid-April; among them, BlackRock’s IBIT had inflows of about $694 million, accounting for more than 80%. • BlackRock Digital Asset head Robert Mitchnick said that over the past month, market sentiment for Bitcoin (BTC) has improved, and its correlation with U.S. stocks is weakening. • Trump Media Group disclosed that as of June 30, it held 9,477.16 BTC, a net decrease of 65 coins from the end of March, with a fair value of approximately $557 million; some of the BTC was used as collateral for convertible notes and options strategies.
Watch: ETF funds returning while corporate holdings are being adjusted occurs at the same time. In the short term, you may continue to monitor the sustainability of institutional fund inflows and whether the BTC–U.S. stock correlation change persists.
Signals worth paying attention to during the day have arrived: CME hedge funds have unusually shifted to a net long position in Bitcoin (BTC) futures. • CryptoQuant founder Ki Young Ju said that CME hedge funds have now turned into net long positions in BTC futures; Wu Shuo, PANews, and Odaily have all reported this information. • His explanation is that basis trading typically leaves hedge funds holding short positions structurally, so the related data has often been negative over the years; such arbitrage is not possible when in a net long state. • “Institutions are betting on a rise” is Ki Young Ju’s interpretation of the position change, not a confirmation that the market trend is already determined.
Observation: Rare position shifts may reflect that some institutions’ risk appetite could be heating up, but a single indicator is not enough to confirm a trend—still, it’s necessary to monitor subsequent changes in holdings and market performance.
Stablecoins are moving further toward mainstream adoption as a mobile payments entry point. • According to Odaily and Wu Shuo Blockchain, citing Digitalasset, Samsung Electronics plans to gradually introduce stablecoin functionality into Samsung Wallet in some countries by 2026. • The planned services include opening stablecoin accounts, cross-border remittances, and payments. The scope will later be expanded in line with regulatory requirements and market conditions in each country. • The first set of supported countries, stablecoin types, and specific launch timelines have not been announced yet; the actual rollout scope still awaits further official disclosure.
Observation: If the plan proceeds smoothly, Samsung Wallet could become a new entry point connecting everyday payments with cross-border transfers. At this stage, what is more worth watching is the compliance path, the initial target markets, and supported assets—not an early judgment of adoption scale.
The hashrate choices in the Bitcoin fork are giving “consensus” a straightforward test.
• Michael Saylor said that approximately 99.85% of Bitcoin (BTC) hashrate remains on the main chain, while the BIP-110 branch has only about 0.15% of the hashrate: https://www.wublock123.com/news/saylor-99-85-percent-bitcoin-hashrate-didnt-follow-bip-110-split-market-must-win-consensus-66192; • This branch has currently mined only 2 blocks and is more than 80 blocks behind the mainnet: https://www.odaily.news/zh-CN/newsflash/508039; • Market view: hashrate distribution can reflect miners’ current choices, but it does not equate to a verdict on the fork’s long-term value. The network’s security, user adoption, and ecosystem progress still need to be watched going forward.
Not investment advice.#Web3 #cryptocurrency $BTC #Bitcoin
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