Wu Blockchain Daily Selected Crypto News + This Week's Macro Indicators
Powered by ChatGPT1. High-Value Token Unlocks This Week
Single large unlocks (unlock amount greater than $5.00M) in the next 7 days include AVAIL, VENOM, ALT, SAHARA, SOON, etc.; Linear large unlocks (single-day unlock amount greater than $1.00M) in the next 7 days include $SOL, WLD, TRUMP, TIA, $DOGE, TAO, $AVAX, SUI, $DOT, IP, MORPHO, SEI, ETHFI, JTO, $NEAR, ENS, $FIL, etc., with a total unlock value of over $442.00M.
2. Trump Media Group Announces Its Bitcoin Holdings Have Reached Approximately $2.00B
Trump Media Group announced that its Bitcoin holdings have reached approximately $2.00B, accounting for two-thirds of the company's approximately $3.00B in liquid assets. This strategy is supported by $3.00B in liquid funds, with an additional $300.00M used for Bitcoin-related options operations, which may be converted into spot Bitcoin in the future.
3. Strategy Increases Bitcoin Holdings by 6,220 $BTC, Total Holdings at 607,770 $BTC
Strategy announced the purchase of 6,220 Bitcoins between July 14 and July 20, at an average price of $118,940.00, for a total cost of $739.80M. As of July 20, 2025, Strategy holds 607,770 $BTC, with a total cost of $43.61B and an average price of $71,756.00.
4. US Pension Fund OPERS Increases Holdings in Palantir and Strategy in Q2
According to the 13F filings submitted by OPERS (Ohio Public Employees Retirement System), one of the largest public pension funds in the United States, in the second quarter of 2025, it increased its holdings in Palantir by 171,441 shares and Strategy by 21,499 shares, while reducing its holdings in Lyft by 58,881 shares. As of June 30, it held a total of 908,712 shares of Palantir, 101,880 shares of Strategy, and 166,628 shares of Lyft.
5. QCP: $ETH Derivatives Surge, Altcoin Season May Have Begun
QCP noted that $ETH perpetual contract open interest surged to $28.00B in a week, with $ETH ETFs seeing inflows exceeding $BTC for two consecutive days, and the market expects the approval of staked spot ETFs. Driven by the GENIUS Act, institutions are reallocating to mainstream L1s such as $ETH and custodial stablecoins. $ETH's market share has risen to 11.6%, while $BTC dominance has fallen to 60.00%, and bullish bets have also appeared in the options market, indicating signs of an altcoin season.
6. WSJ: Dynamix Plans to Merge with Another Entity to Form The Ether Machine, Holding Over $1.50B in Ethereum
Shell company Dynamix is preparing to merge with another entity to form a new company called "The Ether Machine," which plans to hold over $1.50B in Ethereum. The project is chaired by former ConsenSys executive Andrew Keys. Sources say the deal is still in progress and has not been finalized.
7. Wu Blockchain's Macro Indicators and Analysis This Week: Powell's Speech, ECB Interest Rate Decision
Abstract
Last week, the US June inflation data CPI was 2.7%, PPI was 2.3%. The Federal Reserve's latest Beige Book showed that the overall outlook was neutral to slightly pessimistic, with only a few regions expecting economic activity to grow. There are fewer important data indicators this week, and attention can be paid to Powell's speech at the regulatory meeting and the ECB's interest rate decision.
Last Week's Review
The US June unadjusted CPI annual rate was 2.7%, expected 2.7%, previous value 2.40%, the highest since February.
The US June PPI annual rate was 2.3%, the lowest since September 2024, expected 2.5%, previous value revised from 2.60% to 2.7%.
The Federal Reserve's latest Beige Book shows that from the end of May to the beginning of July, US economic activity grew slightly, employment increased slightly, wages continued to rise moderately, and manufacturing layoffs increased slightly, but overall layoffs were still limited. All regions generally face rising raw material and insurance costs driven by tariffs, and some companies have passed some of the costs on to consumers, which may increase the risk of rising inflation in the coming months. The overall outlook is neutral to slightly pessimistic, with only a few regions expecting economic activity to grow.
The number of initial jobless claims in the United States for the week ending July 12 was 221,000, expected 235,000, and the previous value was revised from 227,000 to 228,000.
The US Michigan Consumer Confidence Index in July rose to 61.8, a five-month high, but still 16% lower than the end of last year. The annual inflation expectation fell from 5.0% to 4.4%, the lowest this year, and the long-term inflation expectation fell to 3.6%. The survey shows that consumer confidence is still affected by inflation concerns and policy uncertainty.
US President Donald Trump announced that the United States will provide Ukraine with "the most advanced weapons" through NATO countries, while threatening Russia that if an agreement to end the war is not reached within 50 days, severe tariffs will be imposed on Russia.
Key Events & Indicators This Week
July 22
Federal Reserve Chairman Powell delivers a welcome speech at a regulatory conference (20:30)
Reserve Bank of Australia releases minutes of July monetary policy meeting (09:30)
July 23
US President Donald Trump delivers a speech at an event called "Winning the AI Race"
July 24
ECB announces interest rate decision (20:15)
US initial jobless claims for the week ending July 19 (10,000s) (20:30)
French, German, and Eurozone July Manufacturing PMI Preliminary Values