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πŸ†˜ What happened in Onchain in the last ~24hπŸ†˜


● $HYPE's MC briefly dropped back from #9 to #10.
● RuneCrypto, formerly the top 1 holder of $sato, bought $01.
● [πŸ’€] A $1.34M exploit occurred on Raydium.
● [πŸ’€] A 65 $ETH (β‰ˆ$107K) exploit occurred on NovaBox.
🟒 [Gainer] $SPSC surged up to 428.58% and is now up 62.51%. (Current MC $472K)
🟒 [Gainer] $KINS surged up to 111.94% and is now up 70.265%. (Current MC $6.88M)


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πŸ†˜ What happened in market in the last ~24hπŸ†˜


● Someone withdrew about 1.5% of the holdings from Zcash’s Orchard Pool.
● FTX / Alameda Research unlocked 200,241 $SOL ($13.01M).
● Whale added a $200K bet on ROKπŸ‡°πŸ‡· losing in a World Cup match.
🟒 [Gainer] $VELVET is up 116%, and its current MC is $767.52M.
● BlackRock filed an 8-A for the Bitcoin Premium Income ETF $BITA
● SpaceX (SPCX) shares are scheduled to debut on Nasdaq today
● Tether is leading a landmark Series C financing round of up to $1.4 billion for NEURA Robotics
● IOnet announce the official launch of the Incentive Dynamic Engine (IDE)
● Iran-US Memorandum of Understanding, 60-day ceasefire extension planned: AXIOS


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πŸ†˜ What happened in Market in the last ~72hπŸ†˜


● A user accidentally burned 3.2K $USDC on #Solana.
● Coinbase moved β‰ˆ4.4B $USDC on #HyperEVM, equivalent to 5.88% of the $USDC supply.
● Tron’s txs reached an ATH of 14.3M.
● SpaceX (SPCX.O) Surges 19% on Its Nasdaq Debut
● BTC Spot ETFs See $84.7 Million in Net Inflows
● Trump: Negotiations with the Islamic Republic of Iran have been completed.
● [πŸ’€] A wallet holding 72,030,295 $USDT has been frozen!
● [πŸ’€] Aztec suffered a β‰ˆ$2.1M outflow due to an Exploit.
🟒 [Gainer] $sa1t rose 60,412% over 41 hours 🀯
🟒 [Gainer] All $ASTEROID has risen!

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πŸ†˜ What happened in Onchain in the last ~24hπŸ†˜


● An Ethereum ICO participant whale purchased 5,817 $ETH.
● A whale dumped $CARDS, causing it to plunge 12% in 1 minute.
● [πŸ’€] Thetanuts Suffers a $2.1M Exploit
🟒 [Gainer] $WOC surged 323% after the original creator acknowledged the token. (Current MC $1.47M)
🟒 [Gainer] $EVAA surged 69.74% within 24 hours following the #Aster Spot listing announcement. (Current MC $7.6M)


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πŸ†˜ What happened in Onchain in the last ~24hπŸ†˜


● Hyperliquid Reaches ATH
● $BR OI Surged 303%.
● Garret Jin took profit on his $HYPE long and entered a $UNI long.
● Circle Minted 530M $USDC.
🟒 [Gainer] $DOT rose 173%, bringing its current MC to $2.6M.


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πŸ€–Robo Strategy A to Z: Physical AI에 λŒ€ν•œ μˆœμˆ˜ν•œ 투자 μ ‘κ·Ό 프리미엄, 근데 ν”ŒλΌμ΄νœ μ„ 곁듀인

λ‘œλ³΄μŠ€νŠΈλž˜ν‹°μ§€(NASDAQ: $BOT)의 ꡬ쑰에 λŒ€ν•΄ A to Z λΆ„μ„ν•˜λŠ” 아티클을 μž‘μ„±ν–ˆμŠ΅λ‹ˆλ‹€. Physical에 λŒ€ν•œ ν˜„μž¬λ‘œμ„œλŠ” μœ μΌν•œ νˆ¬μžμ²˜λΌλŠ” μž₯점 및 μ‘°κΈˆμ€ μ–΄λ €μšΈ 수 μžˆλŠ” ꡬ쑰, 그리고 κ·Έ λ¦¬μŠ€ν¬μ— λŒ€ν•΄μ„œ μƒμ„Ένžˆ λΆ„μ„ν•΄λ΄€μŠ΅λ‹ˆλ‹€.

πŸ“–λͺ©μ°¨

1. λ‘œλ΄‡ λ„μž…μ˜ κ²½μ œμ„±μ€ 인건비 절감이 μ•„λ‹ˆλΌ 리슀크 ν—€μ§€λ‹€
- 노사 κ°ˆλ“±μ΄λΌλŠ” λΆˆν™•μ‹€μ„±μ΄ 컀질수둝, λ‘œλ΄‡μ˜ 미래 κ°€μΉ˜(μ˜΅μ…˜ κ°€μΉ˜) μ—­μ‹œ κΈ°ν•˜κΈ‰μˆ˜μ μœΌλ‘œ μƒμŠΉ

2. 그럼 μ–΄λ–€ λ‘œλ΄‡ 기업이 μŠΉμžκ°€ λ˜λŠ”κ°€?
1) PCμ—μ„œ λͺ¨λ°”μΌλ‘œ ν•˜λ“œμ›¨μ–΄μ˜ μ „ν™˜ - Intel & AMD vs ARM 사둀
2) λͺ¨λ°”μΌμ—μ„œ ν”Œλž«νΌμœΌλ‘œ, Motorola vs Apple 사둀
- Physical AI의 μŠΉμžλŠ” 아직 μ •ν•΄μ§€μ§€ μ•Šμ•˜κ³ , λ°”λ‘œ κ·Έ λ―Έμ •μ˜ κ΅¬κ°„μ—μ„œ μƒˆλ‘œμš΄ κΈ°νšŒκ°€ λ§Œλ“€μ–΄μ§‘λ‹ˆλ‹€.

3. 투자자 κ΄€μ μ—μ„œμ˜ Physical AI ν•΄μžλŠ” μ ‘κ·Όμ„± κ·Έ 자체
GPT-4 λͺ¨λ¨ΌνŠΈ'에 OpenAI, Anthropic에 νˆ¬μžν–ˆλ‹€λ©΄?
- OpenAIλŠ” 290μ–΅ λ‹¬λŸ¬(2023λ…„ 1μ›”)μ—μ„œ 8,520μ–΅ λ‹¬λŸ¬(2026λ…„ 3μ›”)둜 μ•½ 29λ°°
- Anthropic은 Claude 3 μΆœμ‹œ 직후 사업이 λ³Έκ²©ν™”λœ 2024λ…„ 초 184μ–΅ λ‹¬λŸ¬μ—μ„œ 9,650μ–΅ λ‹¬λŸ¬(2026λ…„ 5μ›”)둜 μ•½ 52λ°°
$DXYZ κ°€ 일반 νˆ¬μžμžμ—κ²Œ OpenAI, Anthropic λ“± 비상μž₯ ν…Œν¬ κΈ°μ—…μ˜ 투자 기회λ₯Ό μ—΄μ–΄μ£Όμ—ˆλ“―, λ‘œλ³΄μŠ€νŠΈλž˜ν‹°μ§€λŠ” 비상μž₯ λ‘œλ³΄ν‹±μŠ€ 기업에 μ„ μ œμ μœΌλ‘œ νˆ¬μžν•  수 μžˆλŠ” ν†΅λ‘œ

4. Robo Strategy 포트폴리였 뢄석 - κ°€μž₯ μˆœμˆ˜ν•œ Physical AI 투자처, 근데 이제 μž¬κ·€μ  루프λ₯Ό 곁듀인
1) 단일 λ‘œλ΄‡ νšŒμ‚¬λ₯Ό μ‚¬λŠ” 게 μ•„λ‹ˆλΌ 노동이 μžλ™ν™”λ˜λŠ” κ³Όμ • 전체에 νˆ¬μžν•˜λŠ” νŽ€λ“œ λΌλŠ” 포지셔닝
- μž‘μ„±μΌ(6μ›” 17일) κΈ°μ€€ λ‘œλ³΄μŠ€νŠΈλž˜ν‹°μ§€μ˜ μ΅œμ‹  μ£Όκ°€λŠ” $35.78, μ£Όλ‹Ή NAV λŠ” $7.18이며, 이에 λ”°λ₯Έ NAV λŒ€λΉ„ 프리미엄은 +398.31%
2) 두 번째 νŠΉμ§•μ€ Premium-to-NAV Flywheel
- 프리미엄이 μžλ³Έμ„ λΆ€λ₯΄κ³  κ·Έ 자본이 λ‹€μ‹œ 프리미엄을 μ •λ‹Ήν™”ν•˜λŠ” μžκΈ°κ°•ν™” ꡬ쑰
vs. MSTR, vs. DXYZ, vs. AERO 사둀

5. 리슀크

6. 마치며 - 제 개인적인 생각

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#BOT #RoboStrategy #Stock
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πŸ†˜ What happened in Onchain in the last ~24hπŸ†˜


● $apxUSD depegging is deepening.
● The initial investor of $ZRO has transferred unlocked $ZRO ($3.96M) to #Binance.
● [πŸ’€] The UXLink exploiter has completed laundering all stolen funds.
● [πŸ’€] $LBP suffered a $377K-scale exploit.
🟒 [Gainer] $KARMA surged up to 114% (current MC $494K).


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1πŸ‘5πŸ₯°2
πŸ‘ΎGLM related Crypto Project

1) GLM-5.2, created by Z.ai, is currently dominating the timeline.

2) Steven Bartlett brought up Bernie Sanders' proposal that workers should own 50% of the major AI companies.

3) Vance's response: "The president by the way likes that idea too. He likes that idea."
https://x.com/Ric_RTP/status/2067595020513710493

4) The suspension of Claude 5 Fable accounts is further accelerating this trend.

5) Consequently, the interest in and necessity for Open Source AI LLMs have reached an all-time high.

6) Amidst all this, the exceptionally strong performance of GLM-5.2 has generated massive widespread interest.
https://x.com/arena/status/2066957802741043641

7) Z.AI's developer, Zhipu(Hkex: 2513), has surged roughly 18x since its IPO in January.

8) Interestingly, Z.AI also has partners within the crypto space.

...

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#Z.AI #GLM-5.2 #PHA #IO
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πŸ†˜ What happened in Onchain in the last ~96hπŸ†˜


● Royal Government of Bhutan sold 282.02 $BTC ($18.26M).
● [πŸ’€] Another Exploit occurred on Aztec in just 3 days!
● [πŸ’€] jaredfromsubway.eth suffered a $15M Exploit.
● [πŸ’€] The BSC Labubu project suffered a $1.15M Exploit.
● [πŸ’€] Namada MASP suffered a $600K Exploit.
● [πŸ’€] Taiko suffered a $1M Exploit.
🟒 [Gainer] $BP reached ATH and is currently at $0.607 (MC $607.29M).


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πŸ†˜ What happened in Onchain in the last ~24hπŸ†˜


● $BabyDoge Team sold 597T $BabyDoge ($200K).
● [πŸ’€] Funds linked to the Hashflare scam, totaling 10.6K $ETH ($18.5M), have started moving.
● [πŸ’€] *It was revealed after 7 days that Secret Network suffered a $4.67M Exploit.
🟒 [Gainer] BSC meme $MAME is up 1054%, and its current MC is $7.24M.
🟒 [Gainer] $ARX rose 248% on the 1d after TGE. (Current FDV: $470M)


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πŸ†˜ What happened in Onchain in the last ~24hπŸ†˜


● THORChain's network has fully recovered and is resuming operations.
● A 7-year dormant whale is selling $ETH.
● [πŸ’€] Cardano wallet SecondFi suffered an Exploit of at least $2.4M.
🟒 [Gainer] $ETHLABS has surged approximately 1000%, bringing its current MC to $1.47M


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πŸ†˜ What happened in Market in the last ~24hπŸ†˜


● Micron crushed their earnings
● Oil prices have returned to pre-war levels as of February 28.
● $CARDS rose 8% in just 15 minutes after the news of its #OKX spot listing.
● Trading is live again on THORChain.
● Polymarket is now live on Telegram
● UNI β€” no-code token auction
● [πŸ’€] Kyber Network Exploiter has started laundering funds again.
πŸ”΄ [Loser] $MIM has depegged. (24H -37%, Depeg -50.72%)
πŸ”΄ [Loser] $M plunged 85%.


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πŸ‘9❀4πŸ”₯3
πŸ†˜ What happened in Onchain in the last ~24hπŸ†˜


● Multicoin has targeted $HYPE to 689 by 2028
● Base chain is down.
● The PumpFun team transferred 62B $PUMP ($76.5M) to Squads Multisig.
● The Floki team sold 21.5B $FLOKI ($497K) OTC.
● CoinEx withdrew 20M $USDT from Aave.
● [πŸ’€] Proposal 67 was submitted to Tornado Cash’s DAO for the purpose of a governance attack.
● [πŸ’€] Some Polymarket users suffered at least $2.94M in losses.
● [πŸ’€] A wallet address linked to hacked funds has started moving funds.
● [πŸ’€] A wallet address suspected of holding hacked funds has started moving funds.


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πŸ†˜ What happened in Onchain in the last ~72hπŸ†˜


● Arthur Hayes Next pick is $SYN
● Hyperliquid has been added to the MAS's Investor Alert List (IAL)
● $ETH’s position is being threatened by $USDT.
● Part of the 6438 $ETH ($15.18M) that had been dormant for 5 years was deposited into Tornado Cash.
● $apxUSD’s depegging broke through $0.66. (currently $0.74)
🟒 [Gainer] $KLED rose 191% after news of signing a $12M deal.
🟒πŸ”₯ [BANGER] $ANSEM skyrocketed 8058% after Ansem mentioned that he would return part of the fees as an airdrop.


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❀3πŸ”₯2πŸ‘Ύ1
Will Arthur show his paper hands again?😨

Compared to the grand vision he promotes, Arthur Hayes tends to liquidate his positions far too quickly, making his short-term profit motives rather obvious

He said:
🌊 $HYPE to $150, but dumped at $61 after ? months,
🟠 $ZEC to $10K, but dumped at $423 after ? months,
🧊 $CARDS to $4, but dumped at $0.26 after ? days.
βšͺ️ $WLD to $10, but dumped at $0.47 after ? days.
(He even said, "I’m still holding $WLD", but sold all the next day πŸ˜‚)
And today, he shilled $❓❓❓ at $0.36


βœ… Check out our full list for more details

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#ArthurHayes #Maelstorm $HYPE $ZEC $CARDS $WLD
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πŸ”₯8πŸ‘2πŸ₯°2❀1πŸ€ͺ1
πŸ†˜ What happened in Onchain in the last ~24hπŸ†˜


● India's USDT premium has surpassed 8.7%.
● 550K $BTC has flowed into #Binance and #OKX.
● Swellchain's mainnet is scheduled to stop block production.
● Ansem has completed the $ANSEM airdrop.
🟒 [Gainer] Binance’s Crime sent $FLORK soaring 991% in 2 hours.


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❀4πŸ‘3πŸ”₯1🫑1
πŸ—“ 2026 July Crypto + Market Calendar

Noteworthy events😨

Jul 1: $KLAR - Klarna vs Google Lawsuit Result
Jul 1: $XCN - Announcement
Jul 1: $dYdX - Announcement
July 2: $SECZ @Securitize - Nasdaq Listing πŸ”₯πŸ”₯
Jul 4: πŸ‡ΊπŸ‡ΈUS - Trump speech on USA 250
Jul 4: πŸ‡ΊπŸ‡ΈUS - final CLARITY Act text will be released by Lummis
Jul 7: SAMSUNG - (Preliminary)Earnings
Jul 8: Anthropic - KYC for users
Jul 10: SK Hynix - ADR Nasdaq ListingπŸ”₯
Jul 13: $CC - DTCC tokenization service test on Canton
Jul 15: SIGN - $SIGN unlock reschedule
Jul 16: $HYPE - Hyperliquid Summit NYC
Jul 16: πŸ‡°πŸ‡·KR - Interest Rate
Jul 17: πŸ‡ΊπŸ‡ΈUS - House Committee - Clarity Act hearing
Jul 24: $WLD - Unlock Rate Decrease by 43%
Jul 29: SK Hynix(000660) - Earnings

... and many more

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#July #Schedule #Calendar
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❀8
πŸ†˜ What happened in Onchain in the last ~24hπŸ†˜


● EF deposited 4,938 $ETH ($7.7M) into Lido.
● Taiko is restarting its Network.
● Over the past 7 days, HyperLiquid’s priority fees surged, burning 12.8K $HYPE ($836K).
● [πŸ’€] Assets believed to be related to the Grinex hack funds ($13.7M) are on the move.
● [πŸ’€] A $353K Exploit occurred on Edel Finance.
🟒 [Gainer] The hype around $ANSEM shows no signs of cooling down!


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πŸ‘5🫑1
πŸ†˜ What happened in Onchain in the last ~24hπŸ†˜


● Robinhood mainnet has officially launched.
● Circle has minted 1.5B $USDC.
🟒 [Gainer] $TESTICLE rose 19.43% over 4h 50m after its Moonshot listing. (Current MC $5.3M)
🟒 [Gainer] $VVV rose up to 18% after news of raising $65M in funding.
🟒 [Gainer] $CASHCAT rose up to 1145%, with its current MC at $5M.
πŸ”΄ [Loser] Steam22 $STM’s dev dumped 12.72% of the supply, causing a 97% crash.


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