据OnchainLens监测，贝莱德ETF地址于7月2日向Coinbase存入4,917枚BTC（约3.01亿美元），近4天累计存入20,359枚BTC（约12.2亿美元），显示机构大额转账活跃。

On July 2 at 19:27 UTC+8, on-chain data from Coinglass detected a transfer of 500 million USDT ($500M) from Binance to an unlabeled wallet. This is one of the largest single USDT outflows from the exchange in recent months, often associated with OTC trades, institutional fund rebalancing, or risk-off moves. Analysts warn that such whale movements historically precede heightened market volatility, and traders should monitor the destination address for further activity.

MARA Holdings (NASDAQ: MARA) reported a record-high month of Bitcoin production in May 2025, mining 950 BTC worth over $100 million. This represents a 35% increase from April and the highest monthly output since the April 2024 halving. The company did not sell any Bitcoin in May and now holds 49,179 BTC (valued at ~$5.23 billion). Operational efficiency improved with energized hashrate rising to 58.3 EH/s. CEO Fred Thiel highlighted the advantages of MARA Pool, the only self-owned mining pool among public miners, which provides full block reward retention and block reward luck over 10% above network average. In Q1 2025, MARA posted $213.9 million revenue (up 30% YoY), and Bitcoin holdings surged 174% YoY to 47,531 BTC. The company’s daily average production hit 30.7 BTC in May, up 31% from April.

比特币价格跌破6万美元，机构资金持续流出，但链上数据显示长期持有者和多类钱包群体正逐步积累筹码，亏损币数量超过盈利币，表明筹码向坚定持有者转移；期权市场呈现防御姿态，隐含波动率回升，整体处于筑底初期，尚未确认底部形成。

美国财政部海外资产控制办公室将134个与恐怖组织ISIS-K相关的加密货币钱包地址列入制裁名单。稳定币发行商Tether已冻结其中131个波场地址的资金，剩余3个位于门罗币网络。数据显示，自2023年以来，这些地址共收到超140万美元捐款，并向外发送超过88万美元。

On-chain analyst EmberCN reports a whale address shorting 54,200 ETH at $1,541.3 with a liquidation price of $1,674.4. As ETH rises to $1,646.2, the position is only $28 from liquidation, facing imminent risk of forced closure.

Arkham on-chain data reveals that prominent crypto trader Ansem has unrealized profits exceeding $100 million on his ANSEM token holdings. He originally received 65% of the total supply and has airdropped 6.6% of the supply, valued at $11.22 million. The meme coin ANSEM currently trades at $0.175 with a market cap of $175 million, up 30% in the past 24 hours.

Solana 基金会正式推出 Solana Governance Proposals（SGP）链上治理机制，允许验证者提交、发起并表决核心生态议题，投票权重与质押数量挂钩。该机制将协议决策迁移至链上，实现验证者社区直接参与治理，目前提案已开放提交。