
Research_Man
Always focus on your research. Connect and build it together.
1.8 ألفمتابعة
1.1 ألفالمتابعون
الموجز
الموجز
🚨 ترامب رفع دعوى قضائية بسبب بيع حقوق معاينة المنشورات
طلبت Intercept Media ومؤسسة حرية الصحافة من محكمة نيويورك حظر الخدمة التي تسمح للعملاء بمعاينة منشورات ترامب على Truth Social.
• يقال إن أكثر من 10 شركات سجلت مقابل رسوم شهرية قدرها 100,000 دولار.
• تعتقد هذه المؤسسات أن استلام المعلومات قبل موعد بضع ثوان أو دقائق يمكن أن يخلق ميزة في السوق.
👀 عندما يمكن لمنشور أن يؤثر على السعر، هل تصبح المعاينة نوعا من "ألفا" تباع شهريا؟
الناس لديهم فرصة لارتداء النباشب مرة أخرى.

🛡️ تلتزم Galaxy Digital بتخصيص ما يصل إلى 5 ملايين دولار للمساعدة في حماية Bitcoin من عصر الكم
Galaxy Digital has pledged up to $5 million to fund research into post-quantum cryptography for Bitcoin. The initiative is backed by an advisory board featuring experts from the University of Calgary, MIT, and Boston University. The funding will support several key areas:
• Upgrading Bitcoin's signature schemes
• Building wallet migration and custody tools
• Conducting security audits for future quantum-resistant infrastructure The discussion around quantum security is becoming increasingly impo
🔥 $LAB is quietly becoming one of the strongest momentum plays in the market.
Volume continues to build, buyers are defending key levels, and the trend remains firmly intact.
📈 Key levels to watch:
🎯 $0.25 → $0.50 → $1.00
If momentum stays strong, these could become the next major psychological checkpoints.
As always, momentum can change quickly, so risk management matters just as much as conviction.
⚠️ Not financial advice. Always do your own research.
#LAB #Crypto #CryptoStocksLeadRally #Trading #DailyOrbit
🚀 Top 10 Crypto Gainers (24H)
Risk appetite is gradually returning as several mid-cap projects outperform the broader market. While Bitcoin and Ethereum remain relatively stable, capital is rotating into selective narratives rather than lifting the entire market.
📈 Top Performers (24H)
🥇 $PUMP — +16.49%
Pump.fun leads today's rally, extending its strong momentum with one of the highest trading volumes among mid-cap tokens.
🥈 $BEAT — +8.54%
Audiera continues to attract buyers, posting another solid gain despite mixed sentiment across the altcoin market.
🥉 $JTO — +8.46%
Jito rebounds strongly as liquidity returns to the Solana ecosystem.
4️⃣ $VIRTUAL — +6.00%
Virtuals Protocol continues recovering as AI-related narratives regain attention.
5️⃣ $DEXE — +5.34%
DeXe remains one of the strongest performers over the past week, continuing its longer-term uptrend.
6️⃣ $INJ — +3.72%
Injective posts another positive session as interest in DeFi infrastructure remains resilient.
7️⃣ $PENGU — +3.59%
Pudgy Penguins continues to benefit from improving sentiment around NFT-related ecosystems.
8️⃣ $NEAR — +2.77%
NEAR quietly advances as investors rotate back into Layer-1 infrastructure.
9️⃣ $CRV — +2.19%
Curve DAO Token edges higher as DeFi activity shows signs of stabilization.
🔟 $SPX — Positive momentum**
SPX6900 remains on traders' watchlists despite a more modest daily move.
🧠 Market Takeaway
Today's leadership comes primarily from mid-cap altcoins, suggesting traders are selectively increasing risk rather than chasing the entire market.
Projects tied to DeFi, Solana, AI, and community-driven ecosystems continue attracting capital, while Bitcoin remains relatively stable in the background.
Selective rotation—not broad altseason—continues to define the current market structure.
#Crypto #CryptoStocksLeadRally #KOSPIChipRebound #DailyOrbit
💰 US Spot ETF Flow
Institutional demand remained positive as both Bitcoin and Ethereum ETFs extended their recovery, led once again by BlackRock.
🟢 Bitcoin ETF:+$226.8M
• BlackRock: +$116.5M
• Marks the 5th consecutive trading session of net inflows, suggesting institutional confidence remains intact despite recent market volatility.
🟢 Ethereum ETF:+$38.0M
• BlackRock contributed +$34.3M, accounting for the vast majority of the day's inflows.
🚀 Altcoin ETFs
• $SOL:+$2.6M
• $XRP:+$2.5M
• $HYPE:$0M (No net inflows)
🧠 Market Takeaway
Institutional capital continues flowing into crypto, with Bitcoin maintaining the strongest momentum through five straight sessions of positive ETF flows.
Ethereum also remains on solid footing as BlackRock continues to accumulate exposure, while altcoin ETF activity is still relatively modest compared with BTC and ETH.
Although risk appetite is improving, institutional money remains focused primarily on the largest and most liquid crypto assets.
⚠️ Disclaimer: This content is for informational and educational purposes only and should not be considered financial advice. Always do your own research (DYOR) before making any investment decisions.
#CryptoRebound #DailyOrbit
🚀 Top 10 Crypto Gainers (24H)
Risk appetite is gradually returning as several mid-cap projects outperform the broader market. While Bitcoin and Ethereum remain relatively stable, capital is rotating into selective narratives rather than lifting the entire market.
📈 Top Performers (24H)
🥇 $PUMP — +16.49%
Pump.fun leads today's rally, extending its strong momentum with one of the highest trading volumes among mid-cap tokens.
🥈 $BEAT — +8.54%
Audiera continues to attract buyers, posting another solid gain despite mixed sentiment across the altcoin market.
🥉 $JTO — +8.46%
Jito rebounds strongly as liquidity returns to the Solana ecosystem.
4️⃣ $VIRTUAL — +6.00%
Virtuals Protocol continues recovering as AI-related narratives regain attention.
5️⃣ $DEXE — +5.34%
DeXe remains one of the strongest performers over the past week, continuing its longer-term uptrend.
6️⃣ $INJ — +3.72%
Injective posts another positive session as interest in DeFi infrastructure remains resilient.
7️⃣ $PENGU — +3.59%
Pudgy Penguins continues to benefit from improving sentiment around NFT-related ecosystems.
8️⃣ $NEAR — +2.77%
NEAR quietly advances as investors rotate back into Layer-1 infrastructure.
9️⃣ $CRV — +2.19%
Curve DAO Token edges higher as DeFi activity shows signs of stabilization.
🔟 $SPX — Positive momentum
SPX6900 remains on traders' watchlists despite a more modest daily move.
🧠 Market Takeaway
Today's leadership comes primarily from mid-cap altcoins, suggesting traders are selectively increasing risk rather than chasing the entire market.
Projects tied to DeFi, Solana, AI, and community-driven ecosystems continue attracting capital, while Bitcoin remains relatively stable in the background.
Selective rotation—not broad altseason—continues to define the current market structure.
⚠️ Disclaimer: This content is for informational and educational purposes only and should not be considered financial advice. Always do your own research (DYOR) before making any investment decisions.
#KoreaStocksCatchDown #USIranOilSpike #DailyOrbit

🪙 BitMine Continues Expanding Its Ethereum Strategy
BitMine added another 7,430 ETH last week (worth roughly $14 million), bringing its total holdings to 5.8 million ETH—equivalent to around 4.8% of Ethereum's circulating supply.
The company's average acquisition price now stands at approximately $3,364 per ETH, reinforcing its long-term conviction in Ethereum despite recent market volatility.
CEO Tom Lee also revealed that BitMine has allocated $86 million for a common stock buyback program, signaling confidence in the company's valuation while continuing to strengthen its balance sheet.
Beyond accumulating ETH, BitMine is expanding its broader ecosystem. Its in-house staking platform, MAVAN, is expected to extend services to institutional clients and ecosystem partners, positioning the company to capture additional demand as institutional participation in Ethereum staking continues to grow.
🧠 Market Takeaway
BitMine isn't just increasing its ETH exposure—it is simultaneously building infrastructure around staking and capital management. The combination of strategic accumulation, share buybacks, and institutional staking services suggests the company is positioning itself for Ethereum's next stage of adoption rather than focusing solely on short-term price movements.
#Ethereum #ETH #Staking #BitMine #DailyOrbit #KoreaStocksCatchDown
📊 Market Brief
Markets began the week with geopolitical tensions once again taking center stage.
🛢️ Brent crude climbed to around $91 as the conflict between the U.S. and Iran continued to escalate, while Bitcoin remained range-bound around the $64K–65K area despite heightened macro uncertainty.
🏛️ Regulation & Stablecoins
• The U.S. has officially missed its one-year deadline to finalize stablecoin regulations under the GENIUS Act. Although the law is scheduled to take effect on January 18, 2027, detailed implementation rules have yet to be released.
• South Korea is preparing a comprehensive legal framework for stablecoins as part of its broader strategy to internationalize the Korean won. The legislation is expected to be approved during the second half of 2026.
• Japanese logistics giant AZ-COM Maruwa plans to use the JPYC stablecoin to pay salaries and compensate business partners, highlighting growing real-world stablecoin adoption.
⚖️ Industry Updates
• South Korea's Financial Supervisory Service (FSS) has launched enforcement proceedings against Dunamu, the parent company of Upbit, following the $30M security breach that occurred in November 2025.
• On Solana, cross-chain protocol Allbridge Core suffered a $1.1M exploit after an attacker borrowed funds, manipulated pricing, and drained liquidity—all within a single transaction.
• LayerZero ($ZRO): 25.71M tokens unlocked (4.6% of circulating supply), valued at approximately $20.3M
• Kaito ($KAITO): 17.26M tokens (4.3%), worth around $16.5M
July 25
• Humanity ($H): 266.5M tokens (8.6%), worth approximately $15.6M
• Plasma ($XPL): 88.89M tokens (3.44%), valued at roughly $7.15M
🧠 Market Takeaway
This week begins with three major themes dominating sentiment:
Rising geopolitical risks continue supporting oil prices while limiting broader risk appetite.
Stablecoin regulation and adoption remain one of the strongest long-term narratives across both traditional finance and crypto.
#KoreaStocksCatchDown #USIranOilSpike
📈 Bloomberg Intelligence: Bitcoin ETFs Could Follow Gold ETFs' Long-Term Growth Path
Bloomberg Intelligence believes that U.S. spot Bitcoin ETFs could be following a growth trajectory similar to that of Gold ETFs over the past two decades.
Since their launch, Gold ETFs have grown from approximately $22 billion in assets under management (AUM) to a peak of nearly $190 billion. However, this growth was far from linear. Along the way, Gold ETFs experienced multiple periods of significant capital outflows, with AUM declining by more than 70% before eventually recovering to new all-time highs.
If Bitcoin ETFs follow a similar pattern, short-term slowdowns in inflows or even periods of net outflows should be viewed as a normal part of a long-term adoption cycle rather than a sign of weakening demand.
The bigger picture remains institutional adoption. As more asset managers, pension funds, corporations, and long-term investors gain exposure to Bitcoin through regulated investment products, ETF assets could continue expanding over the coming years despite periodic corrections.
If Bloomberg Intelligence's thesis proves accurate, today's Bitcoin ETF market may still be in the early stages of a multi-year growth cycle, with substantial room for expansion as institutional participation continues to increase.
#WCFinalARGvsESP #USIranMemoBreaks $BTC $ETH


