Odaily News - Bitcoin extended its gains on Wednesday and climbed above $72,000 on Thursday, reaching its highest level since June 1.
Market analysis suggests that the recent rally is primarily driven by easing pressure in the U.S. Treasury market. The White House's earlier signals of support for Treasury market stability alleviated investor concerns over bond market volatility. However, the longer-term trajectory still depends on changes in Federal Reserve liquidity policy.
Analyst Pedro Fontes noted that if the world's largest debt market requires policy support to maintain stable operation, it would further strengthen demand for assets that are scarce, predictable, and not reliant on government debt expansion—characteristics that Bitcoin aligns with. Meanwhile, the U.S. dollar index fell 0.88% to 98.77 yesterday, hitting a fresh low since May.
Strive Founder and CEO Matt Cole stated that the dollar index has been in a long-term "structural downtrend," and a weaker dollar could create a more favorable investment environment for assets like Bitcoin. Markets will continue to monitor the White House's further remarks on the bond market, shifts in geopolitical conditions, and U.S. initial jobless claims data today, as these factors could influence Treasury yields and market liquidity expectations. (CoinDesk)
Odaily Planet Daily News: Multi-chip AI computing orchestration platform Callosum has announced the completion of a $100 million funding round, led by Atomico, with participation from previous investor Plural and the UK sovereign AI fund. The new capital will support the construction of an "intelligent orchestration layer" that connects AI applications with underlying computing power. By breaking down different tasks within AI workloads and automatically matching each task to the most suitable model and chip, the platform enables enterprises to reduce costs and improve performance without dealing with underlying complexity. (Bloomberg)
1. SEC proposes two-tier fundraising exemption for crypto projects, with nearly half of projects meeting the $5 million cap;
2. "Set 10 big goals first" ETH short positions fully closed, BTC shorts reduced to approximately $51 million;
3. Liquid Capital founder: The crypto downtrend cycle has ended, ushering in a new upward cycle;
4. Musk and Buffett's historic reconciliation? Berkshire Hathaway indirectly holds 0.04% of SpaceX stock through Google parent Alphabet;
5. Crypto stocks broadly rise in pre-market trading, Strategy up over 9.33%;
6. Two whales sell 5,250 ETH and 550 BTC, with combined profits of $6.26 million;
7. From a $120 million floating loss to breaking even: Hyperliquid's largest bull holds $487 million in BTC and ETH long positions for nearly 4 months;
8. An address nails the "bull run," with returns exceeding 83x and cumulative profits surpassing $700,000;
9. Binance launches Agent OS developer platform and MCP server;
10. Yi Lihua: The greatest value of crypto is on-chain financial freedom, adhering to a "half crypto, half AI" approach.
Odaily Planet Daily News Bitcoin market sentiment shifted from fear to greed in less than 24 hours. (Bitcoin News)
Odaily Planet Daily News According to Hyperbote data, Machix Big Brother Huang Licheng has once again opened a 40x leveraged Bitcoin long position (position of 30 BTC) and a 10x leveraged PUMP long position (position of 350 million PUMP) in the past hour. In addition, he still holds a 25x leveraged Ethereum long position (position of 21,500 ETH) and a 10x leveraged HYPE position (146,500 HYPE). His total position value now stands at $63.1 million, with floating profits of $3.766 million and a return on investment of 117.73%.
Odaily reported that UBS Group has raised its price target for Moderna (MRNA.O) from $50 to $150. Earlier reports indicated that Moderna's personalized mRNA cancer vaccine, developed in collaboration with Merck, achieved significant success in a Phase 3 clinical trial targeting high-risk melanoma, marking the world's first mRNA cancer therapy proven effective in a large-scale Phase 3 trial. Following the announcement, Moderna's stock surged nearly 177% in a single day.
Odaily报道,Liquid Capital创始人易理华发文表示,每轮加密熊市都会出现对行业价值的质疑,但他一直认为,加密的核心价值在于“链上金融”,即将黄金、美元、美股、交易所等现实金融资产及服务映射至链上,并提供更便捷、透明和自由的金融体验。
易理华表示,BTC、稳定币及链上交易等都是这一逻辑的体现。同时,AI代表新的科技发展方向和投资机会,这也是他一直强调“一半加密、一半AI”配置逻辑的原因。
Monitoring shows that in the predict.fun "LPL Third Split BLG vs LGD" prediction event, the probability of BLG defeating LGD is currently at 83%.
Tonight, the LPL Third Split will feature BLG facing LGD in a BO3 series. The biggest highlight of this match lies in BLG's starting lineup change—Bin officially returns to the starting roster after nearly a month of rest, forming a complete lineup with Xun, Knight, Viper, and ON. This will also be Bin's first official match since being eliminated by DK at EWC.
In recent matches, BLG has maintained a high win rate even after the top laner substitution, defeating teams such as JDG and TT in succession. Although LGD pulled off an upset victory over TES, their overall record remains underwhelming, and they are still fighting for space in the upcoming rankings.
Odaily News: predict.fun posted on platform X, stating that the market cap prediction for Niu Lai has seen significant changes today. Predictors currently estimate with 76% certainty that Niu Lai's market cap will reach $75 million before November.
Odaily News: According to GMGN on-chain data, an address (0xcbaea88c17888e3c7b84117bd6ebbdbf4f95b810) has seen a return of 8,335% on its "Niu Lai" holdings, with cumulative profits of approximately $701,500. The address currently still holds about 10.924 million tokens, valued at roughly $694,000, representing approximately 1.09% of the token's total supply.
Odaily News: Over 150 wallets on Polymarket International may have traded using insider information from the U.S. military, attracting copycat bettors and raising concerns that the market could leak signals exploitable by foreign adversaries. Research by the Anti-Corruption Data Collective (ACDC), a non-profit research organization, shows that 556 wallets it calls "killer whales" typically move quickly to make high-risk, high-reward trades in niche markets where insiders often hold an information advantage. These wallets usually cash out and exit shortly afterward. Among them, 152 wallets primarily bet on military and defense markets, collectively profiting $8 million with an average win rate of 97.2%. A Polymarket spokesperson did not respond to requests for comment. Polymarket stated that the company has strict control measures in place, closely monitors suspicious activity, and has referred dozens of trader wallets to authorities, including in the case of Maduro.
Odaily报道:币安宣布推出Agent OS。币安Agent OS是一个用于将AI Agent连接至币安的开发者平台,整合了币安MCP服务器、交易所API及现成的Agent技能。连接一次后,Agent即可读取加密货币和传统金融市场数据、跟踪仓位、发起交易,并与链上服务交互。
Odaily News, according to official sources, decentralized AI infrastructure DeAgentAI has announced the official launch of its new website.
The AI Agent hosting platform, launched alongside the new website, is dedicated to providing long-term underlying support for the construction, deployment, and persistent hosting of intelligent agents. As the first flagship application deployed on this platform, Sentry has been released simultaneously, enabling round-the-clock persistent strategy monitoring with full coverage of all 308 assets on Hyperliquid (including crypto assets, stocks, and commodities). Leveraging the underlying trusted infrastructure, it transforms market insights into objective, emotion-free automated strategy execution.
DeAgentAI stated that Sentry is only the first step in the platform's deployment, with more AI Agents for vertical scenarios to be continuously built and hosted on this platform in the future.
Meanwhile, with the full deployment of the AI Agent platform, Sentry, and enterprise solutions, DeAgentAI has officially initiated a programmatic regular buyback and burn mechanism for $AIA based on real protocol revenue, driving token deflation and value capture through actual business growth, while continuously reinforcing the long-term value of $AIA.
Odaily Planet Daily News According to on-chain analyst Yu Jin's monitoring, the largest long holder on Hyperliquid has held long positions in BTC and ETH worth $487 million across 11 addresses for nearly 4 months. This entity holds a total of 3,000 BTC longs, worth $216 million, at an average price of $72,000; and 120,000 ETH longs, worth $271 million, at an average price of $2,260. Earlier, due to price declines after opening long positions, this entity saw a maximum floating loss of $120 million in early July; following two days of gains, it has now broken even.
Odaily News: According to Lookonchain monitoring, during the market rally, some whales bought while others took profits. One whale sold 5,250 ETH, worth $11.76 million, realizing a profit of $1.76 million; another whale sold 550 BTC, worth $39.43 million, realizing a profit of $4.5 million.


