Wu says daily selected crypto news + this week's macro indicators

最新报道:According to the news from Bijie.com, 1. This week, the tokens that will be unlocked in large amounts in a single large amount in the next 7 days (unlocking amount greater than 5 million US dollars) include AVAIL VENOM ALT SAHARA SOON, etc.; the linear large amount unlocking in the next 7 days (unlocking amount greater than 1 million US dollars per day) includes SOL WLD TRUMP TIA DOGE TAO AVAX SUI DOT IP MORPHO SEI ETHFI JTO NEAR ENS FIL, etc., with a total unlocking value of more than 442 million US dollars. 2. Trump Media Group announced that its Bitcoin assets have reached about 2 billion US dollars Trump Media Group announced that its Bitcoin assets have reached about 2 billion US dollars, accounting for two-thirds of the company's approximately 3 billion US dollars in liquid assets. The strategy is supported by 3 billion US dollars in liquidity, and another 300 million US dollars are used for Bitcoin-related option operations, which may be converted into spot Bitcoin in the future. 3. Strategy increased its holdings of 6,220 Bitcoins, with a total holding of 607,770. Strategy announced that it purchased 6,220 Bitcoins between July 14 and July 20, with an average price of $118,940 and a total cost of $739.8 million. As of July 20, 2025, Strategy held 607,770 BTC, with a total cost of $43.61 billion and an average price of $71,756. 4. US Pension Fund OPERS Increased Palantir and Strategy in the Second Quarter OPERS (Ohio Public Employees Retirement System), one of the largest public pension funds in the United States, increased its holdings of Palantir by 171,441 shares, Strategy by 21,499 shares, and reduced its holdings of Lyft by 58,881 shares in the second quarter of 2025. As of June 30, it held 908,712 shares of Palantir, 101,880 shares of Strategy, and 166,628 shares of Lyft. 5. QCP: ETH derivatives surge, altcoin season may have begun QCP pointed out that the open interest of ETH perpetual contracts surged to US$28 billion in a week, and the inflow of ETH ETF exceeded BTC for two consecutive days. The market expects the pledged version of spot ETF to be approved. Driven by the GENIUS Act, institutions reallocated mainstream L1 of custodial stablecoins such as ETH. ETH's market share rose to 11.6%, BTC's dominance fell to 60%, and the options market also saw bullish bets, and signs of altcoin season appeared. 6.WSJ: Dynamix plans to merge with another entity to form The Ether Machine, holding more than $1.5 billion in Ethereum. Dynamix, a shell company, is preparing to merge with another entity to form a new company "The Ether Machine", which plans to hold more than $1.5 billion in Ethereum. The project is chaired by Andrew Keys, a former executive of ConsenSys. Sources said the deal is still in progress and has not been finalized. 7.Coin World's macro indicators and analysis this week: Powell's speech, summary of the ECB's interest rate decision. Last week, the US June inflation data CPI was 2.7%, PPI was 2.3%. The latest Beige Book of the Federal Reserve showed that the overall outlook was neutral to slightly pessimistic, and only a few regions expected economic activity to grow. There are fewer heavyweight data indicators this week. You can pay attention to Powell's speech at the regulatory meeting and the ECB's interest rate decision. Last week, the US June unadjusted CPI annual rate was 2.7%, expected to be 2.7%, and the previous value was 2.40%, the highest since February. The annual rate of PPI in the United States in June was 2.3%, the lowest since September 2024, with an expected rate of 2.5%. The previous value was revised from 2.60% to 2.7%. The latest Beige Book of the Federal Reserve shows that from the end of May to the beginning of July, the US economic activity increased slightly, the number of employed people increased slightly, wages continued to rise moderately, and layoffs in the manufacturing industry increased slightly, but overall layoffs were still limited. All regions are generally facing the pressure of rising raw material and insurance costs driven by tariffs. Some companies have passed on part of the costs to consumers, and the upward risk of inflation may increase in the coming months. The overall outlook is neutral to slightly pessimistic, and only a few regions expect economic activity to grow. The number of initial jobless claims in the United States for the week ending July 12 was 221,000, with an expected rate of 235,000, and the previous value was revised from 227,000 to 228,000. The Michigan Consumer Confidence Index in the United States rose to 61.8 in July, a five-month high, but it is still 16% lower than the end of last year. Inflation expectations for the year fell from 5.0% to 4.4%, the lowest since the beginning of the year, and long-term inflation expectations fell to 3.6%. The survey showed that consumer confidence is still affected by inflation concerns and policy uncertainty. US President Trump announced that the United States will provide Ukraine with "the most advanced weapons" through NATO countries, and threatened Russia that if an agreement to end the war is not reached within 50 days, severe tariffs will be imposed on Russia.Key events & indicators of this week July 22 Fed Chairman Powell delivered a welcome speech at a regulatory meeting (20:30) Reserve Bank of Australia released the minutes of the July monetary policy meeting (09:30) July 23 US President Trump delivered a speech at an event called "Winning the AI Race" July 24 ECB announced interest rate decision (20:15) Number of initial jobless claims in the United States for the week ending July 19 (10,000) (20:30) Preliminary manufacturing PMI values for the UK, France, Germany and the Eurozone in July

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