1⃣ Aave's firefighting efforts in DeFi United have raised over 132,000 ETH (over $300 million), completely covering the previously calculated shortfall of approximately $160 million. Consensys founder Lubin personally contributed 30,000 ETH, and Circle simultaneously bought AAVE to support the effort.
2⃣ Bitcoin spot ETFs have seen net inflows for nine consecutive days, accumulating $2.1 billion in this round of inflows, setting a new record for the longest streak since 2025. BlackRock saw nearly $1 billion in inflows last week alone.
3⃣ Bernstein: BTC at 60,000 is a temporary bottom; 60% of the tokens have remained untouched for over a year, and institutional funds continue to enter the market. This bull market cycle will be longer than previous ones.
4⃣ Galaxy Digital's associated address deposited 15,000 ETH (approximately $34.74 million) into an exchange. These funds were withdrawn from Aave on the day of the Kelp incident, and on-chain tracking is closely monitoring the transaction.
5⃣ MegaETH will have a TGE in two days. Polymarket predicts a 90% probability of its first-day FDV exceeding 1 billion and a 59% probability of exceeding 1.5 billion. MEGA is currently trading at $0.17, up nearly 10%.
6⃣ Strive bought another 789 BTC, bringing its total holdings to 14,557 BTC, at an average price of approximately $77,900. Institutional coin accumulation continues unabated.
7⃣ Microsoft loosens its ties with OpenAI, no longer having exclusive access to the latest model IP; Microsoft shares fell as much as 4% in pre-market trading.
8⃣ Nvidia shares rose 4% to a new all-time high, reaching a market capitalization of $5.2 trillion. Continued strong demand for AI chips is expected to support the stock price.
