Odaily’s midday brief collected nine updates spanning crypto policy, market structure, corporate holdings, mining company treasury activity, AI infrastructure and international news. The Hyperliquid Policy Center said that CME’s lawsuit against the CFTC was a “major misjudgment” and stated that the move exposed an anti-competitive position.
Hyperliquid, the CFTC and Bitcoin-to-Altcoin Rotation
On market flows, the founder of CryptoQuant said that the rotation of funds from Bitcoin into altcoins has largely disappeared, and that the logic of an altcoin season may have changed. Tom Lee said the chance of Ethereum facing a potential funding crisis is zero, and added that Bitmine’s holdings have exceeded 5.62 million ETH.
Company Holdings, Miner Sales and On-Chain Accumulation
In updates related to miners and on-chain activity, Bitdeer maintained zero Bitcoin holdings and sold 218.1 BTC this week. Another item said an F2Pool co-founder was suspected of increasing holdings by more than $33.41 million in ETH and WBTC. These updates relate respectively to miner inventory management and asset allocation involving an individual or associated address.
On regulation and case handling, an article from the China prosecutors’ public account stated that virtual currency money-laundering cases should use wallet addresses as the starting point. The statement places wallet addresses at the center of case investigation work, involving the identification of virtual currency transaction paths and the tracing of fund flows.
In AI and international news, the CEO of Nansen said AI infrastructure may be repriced and that the bubble will burst after enterprises connect to Chinese models. Trump said he no longer regards Anthropic as a national security threat. Separately, a report said Israel used the banned weapon “white phosphorus” to attack Lebanon.