7:00-12:00 Keywords: Bitcoin hashrate, Federal Reserve Chairman, Non-farm data

Barclays currently believes that the European Central Bank may choose to cut interest rates once in December, rather than the previously predicted rate cut in September. The bank's economist Mariano Sinha said that this revision takes into account the weakness in economic activity in the second half of the year, caused by the continued drag of trade policies and the impact of earlier imports by the United States. Barclays expects that by December, signals regarding trade headwinds will be clearer, and concerns about supply chain disruptions affecting inflation will decrease. In addition, confidence that the 2026 fiscal plan will not reignite inflationary pressures may increase, supporting a 25 basis point rate cut. Barclays expects that by 2026, the European Central Bank's terminal deposit rate will remain at 1.75%. 

the market shows BNB breaking through $800, currently reported at $800.1, with a 24-hour decline of 0.08%. The market is fluctuating greatly, please manage risks carefully.

recently, many KOLs including Crypto Brave (@cryptobraveHQ) stated that Kaito's business manager Wen Yue is suspected of accepting bribes. Among them, Crypto Brave stated that Wen Yue charged some projects excessive listing fees in the name of overall package fees, suspected of receiving about $200,000 in bribes to ensure that the project is prioritized for listing on Kaito. Crypto industry veteran @SEFATUBA3 stated that Wen Yue charges a $30,000 bridge fee, which can be used for whitelist or tokens. In response to the above allegations, Wen Yue (@0xWenMoon) stated that he has never accepted any bribes. Any payment over $150,000 was for more professional analysis services (such as the KaitoPro platform) or to expedite the listing (for example, project teams needing to quickly climb the rankings to coincide with a certain event). All payments are made directly to Kaito, not to me or any other individual.

7:00-12:00 Keywords: Tether, Truth Social, Openbank

a whale/institution raised another 5,172 ETH ($22.47 million) an hour ago, accumulating a total of 47,854 ETH ($210 million) in five days, with an average price of $4,397.

Ying Ying, chief analyst of the computer industry at CITIC Securities, recently stated that Hong Kong stable coins and digital RMB are not in a competitive relationship, but are building a "de-dollarization" payment network through "currency bridge + on-chain payment" synergy; RWA tokenization is not just asset financing, but will also reshape global asset pricing rules; With the issuance of the Hong Kong stable coin license, securities firms' IT transformation, virtual asset trading, and other areas will usher in deterministic opportunities. 

the Hong Kong Monetary Authority responded to the Federal Reserve's interest rate decision, stating that the Federal Reserve's decision to maintain interest rates unchanged is in line with market expectations. Currently, the Hong Kong-US interest rate differential still makes carry trade attractive, hence keeping the Hong Kong dollar close to the 7.85 level. However, at the same time, there has been strong demand for Hong Kong dollar funds related to stocks recently, providing some support for the Hong Kong dollar. Depending on changes in the supply and demand of Hong Kong dollar funds in the future, as well as other uncertainties including the Federal Reserve's monetary policy and interest rate trends, the sentiment in the stock investment market, external financial markets, and global capital flows, the "weak-side exchange rate guarantee" may be triggered again.

on-chain data shows that BlackRock's tokenized fund BUIDL deposited about $500 million in a single transaction on the Polygon network.

ECB official DOLENC said that the next interest rate action could be a rate cut or a rate hike.

 according to the official announcement, Binance Alpha will be the first to launch OLAXBT(AIO) on August 2nd. Eligible users can go to the Alpha activity page to receive airdrops using Binance Alpha points after trading opens. More details will be announced soon.

 according to Lookonchain monitoring, the whale address starting with 8RwxXR, which had previously lost $125,000 on PUMP, spent another 17,542 SOL (approximately $3.16 million) two hours ago to purchase 1.06 billion PUMP at a price of 0.00297.

 the market shows that SOL has fallen below $210, now trading at $209.99, with a 24-hour increase of 3.96%. The market is volatile, so please be prepared for risk control.

 the U.S. Commodity Futures Trading Commission (CFTC) has launched a "crypto sprint" program to begin implementing the cryptocurrency-related policy proposals released by the Trump administration on Wednesday. CFTC Acting Chairman Caroline Pham said on Friday that the agency will work closely with Securities and Exchange Commission (SEC) Chairman Paul Atkins and Commissioner Hester Peirce to advance the "Project Crypto" announced on Thursday.

according to Arkham monitoring, BlackRock's Ethereum spot ETF ETHA has bought a total of $375 million worth of ETH this week. Currently, ETHA holds $11.32 billion worth of ETH, accounting for 2.46% of ETH's circulating supply.

according to the on-chain analysis platform Lookonchain (@lookonchain), "Brother Pump" Huang Licheng reduced his long position in the PUMP token while in a loss state. The address still holds approximately 4.175 billion PUMP tokens (worth about $13.3 million) in long positions, with a current unrealized loss of about $4.47 million.

according to Wise Financial News, Japan's SBI Shinsei Bank is considering using tokenized deposits for cross-border transactions.

the World Gold Council is seeking to launch digital gold. 

7:00-12:00 Keywords: BlackRock, Tornado Cash, Powell

the market shows BTC breaking through $118,500, now trading at $118,512.48, with a 24-hour increase of 0.4%. The market fluctuates greatly, so please manage your risks.