Odaily Lunch Brief

1. Arthur Hayes expects ETH to reach $10,000 by year-end;

2. CZ retweeted a bullish BNB Chain post, with Bonk Guy suggesting it may signal that "BNB szn" is coming;

3. Hyperliquid co-founder Jeff Yan: There is huge opportunity in permissioned private markets;

4. Metaplex launches Solana permissioned RWA token standard MPL-3643;

5. Illinois releases draft rules for a 0.2% digital asset transaction tax, with stablecoins included in taxation;

6. Worth $15.31 million, a new address withdrew 5,731.90 ETH from Coinbase Prime;

7. Turning profitable to loss-making, Bitdeer reported a net loss of $252 million in the first half of the year, with revenue of $418 million;

8. ZEC's market cap as a share of Bitcoin's market cap rose to about 1.5%, and Grayscale says there is still room to expand market share.