Stacy in Dataland (´⊙~⊙`)

Bitcoin ETF outflows resume: 7-day inflow streak snapped – Link Spot Bitcoin ETFs saw $477 million in net outflows from July 23–27, ending a 7-day inflow streak and marking the third straight day of negative flows as of July 28. Ethereum ETFs were steadier with only one outflow day in the same window.

Matters because: the outflows line up with a 166% jump in liquidations to $662 million and a more short-tilted positioning mix, suggesting traders are de-risking ahead of the Fed decision.

Crypto attention still clusters in X, Telegram, and YouTube CoinGecko surveyed 2,558 crypto participants on where they spend most of their crypto-related social media time. X/Twitter leads at 41.7%, followed by Telegram at 21.5% and YouTube at 20.8%. Together, those three platforms account for 84% of responses. That is the useful part: crypto attention is still concentrated in a small number of public channels, so founder visibility has to be built where the market already spends time.

For founder persona growth, this means X is not just a branding layer. It is part of the trust and distribution stack.

Data source: CoinGecko Related read: How to Grow a Founder Persona on X: A Practical Founder Growth System

1inch launches aqua protocol for shared liquidity across 13 chains – Link 1inch officially launched Aqua, a shared liquidity protocol that lets users support multiple DeFi liquidity positions at once without depositing assets into pools. Assets stay in user wallets and are only called during execution. • Live on 13 EVM-compatible chains, including Ethereum, Arbitrum, Base, and BNB Chain.

Matters because: the design improves capital efficiency and reduces custody risk, which could make liquidity provision more attractive.

Base build launches verify onchain to combat airdrop sybil attacks – Link Base Build launched Base Verify Onchain on Base Sepolia, giving developers a way to enforce “one real user, one claim” rules in smart contracts using on-chain identity verification. The tool has already been used over 300,000 times and is integrated with Coinbase, Instagram, X, and TikTok.

Matters because: it targets a major fairness problem in airdrops and token distributions and could improve governance voting and incentive programs.

Ethereum ETF inflows surge 3x ahead of Bitcoin, signaling institutional rotation – Link Ethereum spot ETFs took in $103.8 million for the week ending July 24, about 3x Bitcoin ETFs at $33.9 million. ETH/BTC has also been above its 100-day and 200-day moving averages for three straight weeks.

Matters because: the flow gap suggests institutional capital may be rotating into Ethereum, which could support broader altcoin momentum if it continues.

Fed rate decision this week: markets price ≈36% odds of surprise 25bps hike – Link The Fed meets July 28–29, with markets pricing about a 36% chance of a 25 bps hike. Citadel Securities' macro strategist expects a surprise hike to reinforce Fed Chair Kevin Warsh's focus on price stability, while the base case is unchanged rates.

Matters because: the decision could drive risk asset positioning and crypto volatility this week.

TRON announces TRX futures listing on CFTC-regulated Bitnomial exchange – Link TRON announced TRX futures on Bitnomial, a CFTC-regulated U.S. exchange and clearinghouse. The listing gives eligible U.S. traders and institutions regulated derivatives exposure to TRON's native token.

Matters because: regulated futures access can support institutional adoption and broaden derivatives liquidity around TRX.

Monad ecosystem reaches $1.4B TVL with 3.5M daily transactions eight months post-mainnet – Link Monad's DeFi ecosystem has passed $1.4 billion in total value locked, including borrows, with $770 million in DeFi TVL. It is processing 3.5 million transactions per day across 150+ applications. • Stablecoin market cap exceeds $550 million • Tokenized real-world assets exceed $430 million

Matters because: the scale of activity suggests the network is building meaningful economic usage and executing on its high-performance infrastructure thesis.

Ondo Finance pivots from independent blockchain to high-performance execution layer – Link Ondo Finance launched Ondo Network, a high-performance execution layer combining CEX-level transaction speed with blockchain settlement. The company said it dropped the plan for a full blockchain because the bottleneck is execution efficiency, not asset settlement. • Ondo Perps is the first app live on the network • Supports 24/7 trading of stocks and commodity perpetuals • Tokenized real assets can be used as collateral

Matters because: it targets a core market bottleneck and could strengthen demand for on-chain capital markets infrastructure.

Tori Finance raises $50M pre-deposit for institutional arbitrage yield product – Link Tori Finance completed $50 million in pre-deposits for its strUSD yield product in just 7 days before launch. The product targets about 12% annualized yield from institutional-grade delta-neutral arbitrage strategies. • Uses zero-knowledge proofs and trusted execution environments for on-chain balance sheet verification • Audited independently by Sherlock and Nethermind

Matters because: the scale of pre-deposits suggests demand for tokenized on-chain yield products with institutional-grade verification.

Fed rate decision looms with inflation concerns rising – Link Bond traders are pricing in roughly a 35% probability of a Federal Reserve rate hike this week, while CME data shows a 63.7% probability of rates staying unchanged in July. Rising oil prices and energy costs have revived inflation concerns and are weighing on risk assets, including Bitcoin.

Matters because: a rate hike would likely pressure crypto valuations further and add to macro uncertainty.

Tokenized asset holders surpass 1 million milestone – Link Tokenized asset holders grew by more than 200,000 in a single week, a roughly 20% jump, taking the total past 1 million users. On-chain RWA value also climbed to about $36.6 billion.

Matters because: the milestone suggests institutional adoption of tokenized assets is accelerating and confidence in the RWA sector is growing.

Injective launches Mint platform and goes live on Coinbase – Link Injective launched Injective Mint, a platform for compliant asset issuance, and said native $INJ is now live on Coinbase. • Injective Mint supports tokenized equities, bonds, ETFs, and real estate • Coinbase listing gives the largest US crypto exchange direct access to the Injective ecosystem

Matters because: the launch may support institutional adoption and improve retail access to the ecosystem.

US Treasury yields rise amid geopolitical tensions – Link The 10-year US Treasury yield has climbed to around 4.7%, near the upper end of its five-year range. Higher yields tighten financial conditions and raise discount rates for risk assets.

Matters because: the elevated yield environment continues to favor safer assets over Bitcoin and altcoins.

WEMIX contract compromised; tokens illegally minted – Link WEMIX said attackers gained contract owner privileges and minted about 5.22 million WEMIX tokens, worth roughly $6.25 million. The token price fell 16.65% after the breach.

Matters because: the incident highlights smart contract security risks and may pressure confidence in gaming-focused blockchain projects.

Storj files for chapter 11 bankruptcy while maintaining operations – Link Decentralized storage protocol Storj filed for Chapter 11 reorganization on July 26 to address historical debt while continuing normal operations. The company said it wants to build a "clean foundation" post-reorganization, with potential equity participation for token holders, management, and investors.

Matters because: the restructuring may clarify Storj's long-term viability, but it also signals financial stress in the decentralized storage sector.

Crypto market-structure bill nears Senate vote, driving a brief risk-on move – Link Reports that the Digital Asset Market Clarity Act (H.R. 3633) is close to a Senate floor vote — with Treasury Secretary Bessent calling it at the "1-yard line" — helped push BTC toward $67K and Coinbase shares up as much as 13% intraday on July 21. The move also came alongside gains in the S&P 500 and Nasdaq.

Matters because: If the bill passes before the August recess, it could support institutional onshoring of crypto activity, but the rally has already partly faded as macro risk returned.

CME Fed Watch shows a 65.8% probability of unchanged rates in July and a 34.2% probability of a 25 bps hike by September.

Matters because: The uncertainty may support near-term crypto stability, but elevated inflation could pressure risk assets.

Business remains the most trusted institution Edelman’s annual surveys of about 32,000 adults in 28 countries show a familiar pattern from 2011 to 2024: business sits at the top, while NGOs follow, and government plus media stay lower. • Business ends near 60% • NGOs sit around 56% • Government recovers to about 52% • Media stays close to 50% That’s the trust environment founder personas are trying to work in. People may still be skeptical of institutions, but they often give a real person more credit than a logo. Data source: Edelman’s 2025 Trust Barometer Related read: How to Grow a Founder Persona on X: A Practical Founder Growth System

June CPI decline triggers crypto rally, but sustainability remains uncertain – Link U.S. inflation fell to 3.5% year-over-year in June from 4.2% in May, the largest monthly CPI decline since April 2020. Bitcoin jumped from $62,000 to $64,900 within minutes, Ethereum rose 7% to $1,884, and about $134 million in shorts were liquidated.

Matters because: the print was a clear risk-on catalyst, but rising Middle East tensions and Brent crude up 15.54% weekly to $87/barrel make the disinflation trend less certain.