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Strategy CEO Phong Le posted on platform X that Strategy has been continuously increasing its Bitcoin reserves over the long term and raising its Bitcoin holdings per share. Other statements are just rumors.

The revenue agreement PiggyBank issued a statement acknowledging a serious error in the LAB token basis trading that took place last month. PiggyBank disclosed that the team previously purchased locked LAB tokens at a low price through OTC channels for about $100,000 (accounting for approximately 2% of the portfolio) and simultaneously shorted perpetual contracts for hedging.However, during the holding period, LAB encountered severe market manipulation, liquidity depletion, and deeply negative funding rates, leading to excessively high hedging costs. The team ultimately chose to close the short position to limit downside risk. Based on current prices, the total value of the locked LAB position is $1.35 million. However, due to the lack of liquidity in this position, PiggyBank will exclude it from the net asset value calculation until the first unlock on August 14.Although the situation is still changing and there is still potential for considerable returns, this is the "fairest and most transparent" way for users to manage liquidity. Therefore, today's net asset value will show a decline of approximately 15% in the USDC treasury, about 12% in SPYx, and about 9% in JitoSOL. A detailed report will be released next week, including follow-up processing plans. On-chain investigator ZachXBT previously publicly questioned PiggyBank, accusing it of insider control over more than 95% of the supply.

According to monitoring by Lookonchain, F2Pool co-founder Chun Wang (@satofishi) is suspected of increasing his holdings in ETH. A wallet suspected to be related to Chun Wang (0xF42...b51) has withdrawn 17,560 ETH from Binance in the past 16 hours, worth 28.67 million USD.

According to Jinshi reports, Huatai Securities' research report states that in May 2026, the United States added 172,000 non-farm jobs, higher than Bloomberg's consensus expectation of 85,000, with the cumulative revision for the previous two months being 93,000. The unemployment rate and labor participation rate in May remained at 4.3% and 61.8%, respectively, both in line with expectations; hourly wage growth month-on-month increased by 0.1 percentage points to 0.3%, while year-on-year decreased by 0.2 percentage points to 3.4%, also in line with expectations. The market's pricing for the Federal Reserve's interest rate hikes this year has significantly intensified. Huatai Securities maintains the view that the Federal Reserve will keep interest rates unchanged in the second half of the year, with possible rate hikes next year.

According to Jinshi, "Fed mouthpiece" Nick Timiraos stated that the hiring activity has accelerated again this spring, providing more basis for Federal Reserve officials who are concerned about inflation and believe that the current interest rate level is too low. He pointed out that this employment report will not completely resolve the debate over raising interest rates later this year, but it does indicate that the rationale for cutting rates in the short term has basically disappeared.

According to Onchain Lens monitoring, a certain whale has become active again after being silent for 3 years, depositing 20,000 ETH (approximately 33.28 million USD) out of the 38,554 ETH (approximately 64.28 million USD) it holds into Aave V3, borrowing 30 million USDT, and purchasing 17,826 ETH at a price of 1,683 USD each for a circular lending operation. Currently, this whale holds a total of 56,380 ETH, valued at approximately 94.04 million USD.

According to Coinglass data, the Coinbase Bitcoin Premium Index has been in negative premium for 18 consecutive days, currently reported at -0.1347%, as purchasing power in the U.S. market continues to weaken.The Coinbase Bitcoin Premium Index is used to measure the difference between the Bitcoin price on Coinbase and the global market average price. A negative premium typically reflects significant selling pressure in the U.S. market, a decrease in investor risk appetite, increased market risk aversion, or capital outflows.

According to Cointelegraph, Coinbase has frozen over $3 million in cryptocurrency related to a Southeast Asian crypto fraud network. This action is part of the "Disruption Week" initiative led by the U.S. Department of Justice's Fraud Center, aimed at combating crypto fraud targeting American citizens. Meta, Microsoft, and Starlink also participated in this operation, collectively cutting off servers and hosting infrastructure associated with the fraud network, disrupting criminal activities across more than 1.4 million social media and email accounts. The Royal Thai Police's Anti-Fraud Center has carried out multiple arrests. The U.S. Department of Justice stated that investment fraud and pig butchering scams are the fastest-growing and most financially destructive types of fraud targeting Americans. Coinbase stated that blockchain technology provides law enforcement with transparent, immutable, and permanent transaction records that traditional financial systems often cannot offer.

According to Jinshi reports, the OECD stated that if economic turmoil continues, central banks in various countries are expected to raise interest rates by 50 to 75 basis points.

According to Onchain Lens monitoring, the "ShapeShift mysterious whale" has purchased 6,688 ETH in the past 8 hours, spending 12.78 million dollars. Currently, the whale holds 149,286 ETH, worth 277.59 million dollars, and may continue to buy more ETH.

According to Jinshi News, Rabobank still insists that the European Central Bank will raise interest rates by 25 basis points next week. The bank expects the European Central Bank to significantly raise its own inflation forecasts, while economic growth may be weaker than its March forecast levels.

Brazilian listed company OranjeBTC disclosed an increase of approximately $1.506 million to acquire 20 Bitcoins, with an average price of about $75,346, and repurchased 289,100 shares of OBTC3 during the period. Currently, OranjeBTC holds a total of 3,762 Bitcoins, with a total acquisition cost of approximately $395.33 million and an average price of about $105,085. The BTC yield year-to-date is 2.2%, and the BTC yield for the second quarter is 2.01%.

According to Jinshi, the three major U.S. stock index futures opened flat on Monday.

Driven by optimistic expectations for an extended ceasefire agreement between the U.S. and Iran, the U.S. stock and oil markets continued to strengthen this week. The S&P 500 index rose for the ninth consecutive week, setting the longest winning streak since 2023; Brent crude oil stabilized around $92 per barrel. However, the cryptocurrency market failed to follow the rise of macro risk assets. Over the past week, Bitcoin fell 2.6% to $73,445, Ethereum dropped 2.5% to $2,011, Solana decreased by 2.2%, and TRX saw a decline of 5.6%, making it one of the weakest tokens among the top ten cryptocurrencies by market capitalization. Market analysts believe that the cooling inflow of funds into spot Bitcoin ETFs is putting pressure on coin prices.In contrast, some small and mid-cap tokens performed remarkably well. Among them, the native token of Hyperliquid, HYPE, surged 19.4% this week to around $65, becoming the biggest highlight in the market. Previously, Intercontinental Exchange (ICE) CEO Jeffrey Sprecher referred to Hyperliquid as "a bigger opportunity than Nasdaq" at the Bernstein conference, further boosting market sentiment. Additionally, BNB rose 1.9% this week, XRP increased by 0.7%, and DOGE remained basically flat.On the macro level, U.S. President Trump stated that a final decision on the U.S.-Iran ceasefire memorandum is close, but he still insists on Iran abandoning its nuclear program, handing over its enriched uranium stockpile, and opening the Strait of Hormuz. Market participants believe that due to significant differences between the two sides on key issues, the current rebound in risk assets remains relatively fragile, and any negative news regarding the Iran negotiations could trigger a reversal in market sentiment.

According to Onchain Lens monitoring, the over-the-counter trading whale 0xFB7 has once again purchased 20,000 ETH (40.48 million USD) from FalconX and sent 50 million USDT to Wintermute, possibly for continued purchases.This whale currently holds 143,906 ETH (317.6 million USD).

According to The Block, the Bank for International Settlements (BIS) announced that its "Project Agorá" tokenization prototype has successfully verified the feasibility of atomic settlement for cross-border wholesale transactions. The prototype employs a layered architecture, utilizing tokenized central bank reserves and commercial bank deposits to achieve "all or nothing" transaction chain execution across multiple currencies and jurisdictions, while allowing central banks to retain operational autonomy.Legal analysis shows that finality of settlement can be achieved in all seven participating jurisdictions, and privacy protection can also be ensured within a compliant framework. The project is jointly initiated by the BIS and the International Financial Association, with participation from seven central banks including the Federal Reserve Bank of New York, the Bank of England, the Bank of France, the Bank of Japan, the Bank of Korea, the Bank of Mexico, and the Swiss National Bank, as well as over 40 private financial institutions. In the next phase, the Bank of Canada will officially join as the eighth central bank member, and the project will advance to the real value testing stage, further expanding private sector participation.

Cryptocurrency analyst Axel Adler Jr. stated that the inflow of BTC to trading platforms and the outflow of stablecoins from trading platforms simultaneously release a "risk aversion" signal, indicating that selling pressure in the market is increasing. Data shows that the net inflow of BTC to trading platforms over the past 30 days has shifted from an extreme net outflow of 300,000 BTC at the end of March to an inflow of 103,000 BTC, meaning more BTC is being reintroduced to trading platforms in preparation for sale. During the same period, the price of BTC dropped from $80,000 to $73,700.Meanwhile, stablecoins are flowing out of centralized trading platforms at a record pace. The average net flow of stablecoins over the past 30 days has shifted from an inflow of $164 million per day at the end of April to an outflow of $153 million per day. This indicates that the liquidity available for purchasing BTC in the market is decreasing. Axel Adler Jr. pointed out that when BTC flows into exchanges while stablecoins simultaneously flow out of trading platforms, it creates an unfavorable structure of "increased supply and decreased demand," which is a typical risk aversion market condition.He believes that if the net inflow of BTC continues to exceed +100,000 BTC, the market may face a deeper correction; while stable signals would include BTC turning back to a net outflow or stablecoins flowing back into trading platforms.