Odaily星球日報訊 鏈上偵探 Specter 在 X 平台發文表示，約 16 小時前，一個疑似與 Mining Express 相關的錢包將 5,004 枚 ETH 兌換為約 880 萬美元 DAI，引發市場對歷史資金再流動的關注。
據其追蹤，該地址與 2019 年在烏克蘭由巴西籍創始人 Kaze Fuziyama 發起的 Mining Express 項目存在鏈上關聯。該項目早期以多層級行銷（MLM）模式募資，後被指為龐氏結構，並在停止兌付後轉向雲渲染業務。
鏈上路徑顯示，2024 年 3 月該錢包曾接收來自 Mining Express 相關地址的 4,512 枚 ETH。此後資金先後通過 Lido 與 Ether.fi 進入質押體系，並在 2026 年 4 月完成全部 ETH 質押佈局，隨後於 5 月 4 日整體解押。
Specter 表示，該地址已於 6 月 15 日首次被標記，但近期才完成進一步分析。此次大額 ETH 換成 DAI 的操作，意味著相關長期質押資金出現重新配置或潛在退出行為。
分析指出，此類「歷史項目資金重新激活+大額穩定幣兌換」的鏈上行為，通常會引發市場對流動性釋放與潛在拋壓的關注。
Odaily Planet Daily News David Bailey, Chairman and CEO of Nasdaq-listed Bitcoin treasury company Nakamoto, stated that the so-called long-term controversy and "governance layer conflict attempt" related to BIP-110 ultimately failed, which he considers "extremely bullish" for Bitcoin and further reinforces the stability of its network consensus.
David Bailey stated that this event is seen as a complex multi-year information warfare process, involving factors such as mining pool competition, alternative clients, UASF mobilization, disputes over node consensus manipulation, and widespread public opinion confrontation on social media. Even in an environment of highly complex information dissemination and community mobilization, the relevant faction still failed to gain significant hashrate support, accounting for "less than 1%," indicating that miners and economic participants generally continue to follow the mainstream social consensus. This outcome validates a core characteristic of Bitcoin's governance structure: network consensus is jointly formed by users, miners, developers, and industry participants, rather than being dominated by a single group. He also noted that historical cases have shown miners find it difficult to deviate from social consensus, and this event further reinforces that conclusion.
However, he also emphasized that this incident exposed the fragility of coordination in information dissemination among Bitcoin core developers. The current over-reliance on public social media platforms for communication makes them more susceptible to information manipulation and content amplification, thereby significantly increasing community coordination costs. This controversy consumed a considerable amount of community time and attention resources, and he believes the industry should participate more actively in the Bitcoin Improvement Proposal (BIP) governance process in the future to enhance collaboration efficiency and reduce wasteful internal friction.
In summary, David Bailey stated that Bitcoin demonstrated strong resistance to fragmentation during this event, emphasizing that "technological rationality and economic consensus will ultimately continue to dominate the direction of network development."
According to Odaily Planet Daily, Onchain Lens reports that Brother Machi (Machi Big Brother) has been adding long positions on Hyperliquid through leverage. A few hours ago, he opened 40x BTC long positions and 10x HYPE long positions, and has since added 17 BTC long positions, worth $1.06 million, as well as 6,900 HYPE long positions, worth $487,500. His cumulative profit and loss stands at a loss of $33.28 million.
Odaily reports, according to on-chain analyst Ai Yi's monitoring, the unlucky address that "lost 4 long positions in a row and switched to shorting 22,000 ETH" has already cut losses an hour and a half ago, with an opening price of $1,613 and an exit price of $1,772, losing $3.5 million in three days and achieving five consecutive losses.
Odaily星球日報訊 隨著美伊達成和平協議釋放大量供應，油價全線下跌，需求端無力消化，市場再度談論起原油供應過剩的問題。這是一次令人瞠目的逆轉，不到三個月前，全球主要實物原油基準價格還創下歷史新高；而就在幾週前，資深行業高管還在警告，由於伊朗危機，全球庫存已降至極低水平。除了海峽重新開放帶來的即時影響之外，從摩根士丹利到高盛等機構分析師本週均警告稱，市場面臨明年出現供應過剩的風險。
能源諮詢公司 Energy Aspects 的石油研究主管基特·海恩斯表示：「眼下市場壓倒性的情緒是看跌。」甚至在 6 月中旬美伊簽署諒解備忘錄重新開放霍爾木茲海峽之前，波斯灣內的供應商就已經在加大出貨量。而在協議簽署後的幾週內，超過 6000 萬桶因戰爭爆發而被困的原油湧入市場。（金十）
Odaily Odaily Planet Daily News The latest data from the U.S. Federal Reserve shows that the broad money supply M2 after seasonal adjustment in May rose to $23.05 trillion, breaking through the $23 trillion mark for the first time, setting a new historical high. M2 has risen for five consecutive months since the beginning of the year, growing from $22.43 trillion in January by a cumulative total of approximately $623 billion, with a month-on-month increase of about $247.8 billion, indicating sustained liquidity expansion.
Some industry insiders believe this increase may reflect the Federal Reserve's re-release of liquidity after the tightening cycle, sparking discussions about a "return to monetary easing." However, mainstream economic viewpoints point out that money supply typically grows naturally with the size of the economy, and the current increase can also be seen as a correction to previous contractions.
At the asset pricing level, the market is broadly focused on the potential impact of liquidity on risk assets. Bitcoin and other crypto assets, due to their limited supply, are viewed by some investors as a hedge against currency devaluation, and the related narrative of a "liquidity-driven market" is once again gaining traction.
Meanwhile, central banks globally continue to increase their gold reserves as a reserve asset, which is also seen as an indirect signal of hedging against the long-term stability of the fiat currency system. The next M2 data will be released in late July, and the market will continue to observe whether liquidity expansion persists. (Bitcoin News)
Odaily星球日报讯 据链上分析师 Ai 姨监测，六个地址在过去 2 小时内通过 Cowswap 买入 12,128 枚 ETH，均价 1760.55 美元，随后分批转入 Tornado Cash，据悉其用于买入 ETH 的 USDC 均是通过 Circle CCTP 从 Solana 跨链而来，资金来源地址的交易最早可追溯至 4 年前。
Odaily星球日報訊 Strategy 執行長 Phong Le 在 X 平台發文表示，比特幣本質上是一種「自由的體現」，並將其類比為「貨幣領域的美國」，他回顧了自己在越南的經歷，稱越南在經濟發展與社會活力方面已發生巨大變化，但「美國仍是全球許多人嚮往的目標」，象徵機會、上升通道與制度自由。
Phong Le 指出，美國長期成功源於憲政體系、資本主義機制與創新文化，使普通人能夠透過教育、創業與風險承擔實現階層躍遷，而其家庭作為越南難民移民美國的經歷正是這一體系的體現。在此基礎上，他將比特幣定義為「數字形式的美國」，認為其透過透明規則、代碼執行、工作量證明與固定供應機制，實現類似憲政體系的「無主權貨幣秩序」。
Phong Le 強調，比特幣不僅是資產，更是一種「希望機制」，為通膨環境中的儲蓄者、制度不穩定地區的居民以及尋求資產主權的人提供替代選擇。比特幣與美國制度共享核心精神：個人主權、財產權、開放競爭與長期主義。他總結稱：「美國提供了國家層面的自由，比特幣提供了網路層面的貨幣自由。」
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Odaily星球日報訊 預測市場平台 predict.fun 表示，本週已有超過 12 萬名獨立用戶在其平台上完成交易，所有活動均發生在 BNB Chain 上。
Odaily Planet Daily News: According to on-chain analyst Ai Yi's monitoring, new address 0x268…47643 withdrew another 61.35 WBTC half an hour ago. Since June 30, it has accumulated 19,725.38 ETH and 161.35 WBTC, with a total value of $41.5 million. The bottom-fishing position has yielded an unrealized profit of $3.59 million.
Odaily Planet Daily News According to Lookonchain monitoring, trader 0xe8be opened a 4x leveraged long position on ANSEM, with a position size of approximately 619,853 $ANSEM (about $213,000). The position has recorded unrealized gains of approximately $111,000, with a yield of about 209.28%, indicating that short-term price volatility has generated significant leveraged returns.
Odaily Planet Daily News According to on-chain analyst Yu Jin's monitoring, F2Pool co-founder Wang Chun has recently reduced his position by 36,600 ETH and 160 WBTC through swing trading over the past few days, with an estimated profit of $3.4 million. He had been bottom-fishing since June, purchasing approximately 70,600 ETH ($117 million) and 966 WBTC ($60.29 million).
