Galaxy Research：Coldcard 漏洞被盗 BTC 已超 1778 枚，8 月 6 日后暂无新增攻击迹象
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Galaxy Research Head: Strategy Capital's strategy buys time, but structural pressures remain.
PANews reported on July 5th that Alex Thorn, Head of Research at Galaxy, stated that Strategy (MSTR)'s recent capital management reforms have effectively alleviated market concerns about liquidity and preferred stock system pressures in the short term, but are more about "buying time" than fundamentally solving structural problems. Thorn emphasized that the core issue is not whether Strategy has enough BTC (approximately 847,000 coins), but rather that insufficient dollar liquidity is needed to cover preferred stock and capital structure obligations without harming the interests of any party, leading to a squeeze on the interests of various shareholder groups.
Bitwise Europe Research Head: BTC is likely to bottom out before October, as widely expected by the market.
According to Odaily, André Dragosch, Head of Research for Europe at Bitwise, July appears to be a turning point for BTC, potentially shifting it from a bear market to a bull market. He believes the Federal Reserve might react dovishly if semiconductor stocks reverse sharply from current levels. His base case prediction is that Bitcoin is likely to bottom out before the widely expected October low.
A whale opened a $31.08 million short position in BTC with 40x leverage on Hyperliquid.
According to Foresight News , Onchain Lens monitoring revealed that a whale address starting with 0x77ee opened a 40x short short position in BTC on Hyperliquid, totaling $31.08 million. This position comprises 493 BTC (worth $31.08 million), with an entry price of $63,240.9 and a liquidation price of $73,962.2, resulting in unrealized profit of $112,400 (ROE of 14.47%). This wallet currently holds 92% of its positions in short across 15 accounts, with a total exposure of $79.79 million.
Three addresses opened approximately $149 million in long positions in BTC and ETH.
According to Foresight News , Lookonchain monitoring shows that three addresses have opened long positions in BTC and ETH totaling approximately $149 million. Specifically, an address starting with 0x15a4 long on 1000 BTC (approximately $63.8 million) with 40x leverage; an address starting with 0x7fba long on 30,627 ETH (approximately $54.9 million) with 10x leverage; and an address starting with 0xe069 long on 470.4 BTC (approximately $30 million) with 20x leverage.
Crypto mining company American Bitcoin increases its holdings by 500 BTC.
According to Foresight News , citing Bitcoin Magazine, American Bitcoin, a cryptocurrency mining company backed by the Trump family, has increased its holdings by 500 BTC, bringing its total holdings to over 8,000 BTC.
A whale withdrew 3,556 BTC from Trade Republic, worth approximately $223 million.
According to Foresight News , monitoring by Onchain Lens revealed that a whale withdrew 3,556 BTC, worth approximately $223 million, from Trade Republic through two transactions of the same amount. Both receiving wallets received small test transfers five days prior, suggesting they may be controlled by the same entity.