Odaily星球日报讯 据链上分析师 Ai 姨监测，某巨鲸昨晚做多价值 7180 万美元的 BTC 和 ETH，持仓 4 小时后止盈离场，获利 85.2 万美元。其中，ETH 入场价为 2479.2 美元，止盈价为 2493.5 美元；BTC 入场价为 78032 美元，止盈价为 79334 美元。目前，该巨鲸已在 72611 美元至 74222 美元区间挂出 1000 枚 BTC 限价买单，价值约 7353 万美元。

Odaily星球日报讯 据 Onchain Lens 监测，某巨鲸再次从 Coinbase Prime 提取 4.68 万枚 HYPE，价值 365 万美元。上周，该巨鲸已提取 3.381 万枚 HYPE，累计提取 8.06 万枚 HYPE，价值 553 万美元。

Odaily星球日报讯 据链上分析师余烬监测，鱼池联创王纯地址 (0xF42...2b51) 10 小时前再次减仓 6609 枚 ETH，价值 1663 万美元。本轮上涨以来，该地址累计减仓 23378 枚 ETH，价值 5506 万美元，均价约 2355 美元。

1. Arthur Hayes: 미국 재무장관이 예일런의 유동성 공급 전략을 복제하고 있으며, 비트코인이 수혜를 입어 상승할 것;

2. 이리화: 이번 불장에서 BTC, ETH 수익률이 3배를 초과할 것이며, ETH 반등 폭이 BTC보다 클 것;

3. 장주얼 거래 요약: ETH 공매도 손절로 수백만 달러 손실, 밴드매매 이후 최대 손실이라고 밝혀;

4. Tom Lee: ETH 주간 30% 상승은 역사적으로 향후 수주간 더 큰 상승을 예고한 바 있음;

5. Coinbase 산하 Stand With Crypto가 미국 중간선거 준비에 착수, 곧 상원 후보 지지 명단 발표 예정;

6. 미군 병사가 비공개 정보를 이용해 Polymarket에서 40만 달러 이상 수익을 올린 혐의, CFTC의 형사 사건 개입에 반대 제기;

7. 스테이블코인 대액 결제 한도 완화 추진, 일본에서 단일 거래가 100만 엔 초과 가능해질 전망;

8. 푸펑: AI 서사 논리가 전환되며, 시장이 '확장을 위한 자금 소진 보상'에서 '자본 소모에 대한 패널티'로 이동;

9. EntropyIO가 1400만 달러 투자 유치를 완료하고 4000만 달러 규모의 HYPE 스테이킹 지원을 확보.

Odaily Planet Daily News Former U.S. House Speaker Nancy Pelosi has filed her latest financial disclosure, revealing purchases in semiconductor manufacturer Intel (INTC) and clean energy provider Bloom Energy (BE).

According to the official disclosure filed with the Clerk of the House of Representatives, the transactions involve multiple separate positions in both companies.

For Bloom Energy, the filing shows Pelosi executed a first trade on July 24, which included:

- Purchase of 10,000 shares of Class A common stock, with a reported value between $1 million and $5 million;

- Simultaneous purchase of 100 call options with a $100 strike price and a June 17, 2027 expiration date, also reported at a value between $1 million and $5 million.

On July 28, Pelosi made a second trade:

- Purchase of an additional 5,000 shares of common stock, with a reported value between $500,000 and $1 million;

- An additional 100 call options with the same $100 strike price and the same June 2027 expiration, reported at a value between $500,000 and $1 million.

In total, Pelosi now holds 15,000 shares of BE common stock and 200 call options, with the disclosed overall Bloom Energy position valued between $3 million and $12 million.

For Intel, the filing shows Pelosi purchased on July 24:

- 10,000 shares of common stock, with a reported value between $500,000 and $1 million;

- Simultaneously, call options with a $50 strike price and a June 17, 2027 expiration, reported at a value between $250,000 and $500,000.

Odaily Note: The relevant U.S. congressional disclosure rules require lawmakers to report asset transactions, but reported amounts use designated ranges rather than exact figures.

Odaily星球日报讯 据 GMGN 数据，PoorGoat 累计投入约 9.5 万美元买入 2690 万枚 CATE，平均建仓时市值约为 280 万美元。

目前 CATE 市值约为 7080 万美元，PoorGoat 仓位价值约 198 万美元，浮盈约 196 万美元，投资回报率约 2067%。

Odaily星球日报讯 Solana 社区正推进 SGP-0002 与 SGP-0003 两项治理提案，旨在通过减少新增发行和增加销毁收紧 SOL 供应。SGP-0003 的详细机制对应 SIMD-0553，拟引入基于资源消耗的交易费机制，预计将 SOL 每日销毁量从当前约 650 枚提升至 7500 至 9000 枚，对应金额约 6.5 万美元增至 75 万至 90 万美元。SGP-0002 的详细机制对应 SIMD-0550，拟将 SOL 年度通胀下降速度提高一倍，使 1.5%的最低通胀率目标从 2032 年提前至 2029 年实现，预计未来 6 年减少约 1890 万枚 SOL 发行，按当前价格计算价值约 18.9 亿美元。SGP-0002 当前支持率为 16.24%、反对率为 0.31%、弃权率为 0.16%；SGP-0003 支持率为 13.23%、反对率为 0.27%、弃权率为 0.03%。两项提案均需达到 1/3 参与率才能通过。

Odaily Planet Daily News Maelstrom CIO Arthur Hayes said in his latest article that US Treasury Secretary Bessent is adopting a liquidity injection strategy similar to that of former Treasury Secretary Yellen, suppressing yields by increasing long-term Treasury buybacks and releasing dollar liquidity into the market.

Hayes stated that at the end of 2023, Yellen released approximately $2.4 trillion in liquidity by increasing short-term Treasury issuance, which was followed by a significant rally in Bitcoin. Now, Bessent faces similar pressure on long-term Treasury yields, and it is expected that he may further expand Treasury buybacks and utilize funds from the Treasury General Account. Hayes believes that regardless of the pace of these measures, they will ultimately increase dollar liquidity in the market and drive Bitcoin to continue its upward trend.

Odaily星球日报讯据 GMGN 行情数据，Robinhood 生态 Meme币 CASHCAT 市值短时突破 2.29 亿美元，创历史新高，现报约 2.17 亿美元，日内涨幅超过 46%。

Odaily 提醒，Meme币价格波动较大，且易受市场情绪及热点事件影响，请注意交易风险。

Odaily Planet Daily News EntropyIO announced the completion of a $14 million fundraising round, led by Ribbit Capital, while also securing $40 million in HYPE staking support. The first batch of markets has been launched on Hyperliquid.

EntropyIO stated that it has introduced the first Anthropic trading market with liquidity, and plans to further expand coverage to assets such as Pre-IPO startups, computing resources, listed companies, and global indices to enable 24/7 trading.

Team members come from Citadel Securities, Optiver, Polymarket, and Millennium, and have developed a liquidity-weighted oracle that dynamically adjusts the price weight of external oracles based on market executable depth, aiming to improve price discovery and liquidity for new asset classes.

Odaily星球日报讯 据链上分析师余烬监测，Hyperliquid 最大多头在今天凌晨止盈平仓 6 万枚 ETH 和 1200 枚 BTC，已实现盈利 4530 万美元。其多单头寸从 5.37 亿美元降至 1.43 亿美元。其中，12 万枚 ETH 多单已全部止盈，盈利 3277 万美元；3000 枚 BTC 多单中已止盈 1200 枚，盈利 1253 万美元。目前仍持有 1800 枚 BTC 多单，浮盈 2108 万美元。目前全部盈利，即已实现盈利与未实现盈利合计 6638 万美元。

Odaily星球日报讯 据 GMGN 数据，Base Meme 币 BLUECHIP 市值突破 900 万美元，日内涨超 110%，现报 770 万美元。

叙事方面，BLUECHIP 源自 Coinbase 交易产品负责人 Cobie 早期交易经历。2014 年 6 月，Cobie 曾连续多日发文讨论名为 BlueChip 的代币，包括其价格创新高、挂单变化及继续持有等内容。近期相关历史帖子被社区重新挖掘，形成“2014 年老梗复活”叙事。

Odaily 提醒用户，Meme 币价格波动较大，投资者需注意风险。

Odaily星球日报讯 据 Hayden Adams 监测，随着市场回暖，Uniswap 周 UNI 销毁量创历史新高，年化销毁量达 3100 万枚 UNI，价值约 1.13 亿美元，且仍在增长。Hayden Adams 表示，团队在熊市期间持续建设，并在牛市中看到早期成果。

Odaily星球日报讯 일본 금융청은 신탁은행이 발행하는 안정코인에 대한 규제 완화를 추진 중이며, 문서 제출 등의 절차 폐지를 계획하고 있다. 안정코인은 자동차, 부동산 등 대액 결제 시나리오에 사용될 수 있으며, 단일 거래 금액이 100만 엔을 초과할 수 있게 된다. 관련 조치는 최근 확정될 세제 개혁 요구에 포함될 예정이다.