Bitcoin Withdrawal Recovery, 5,185.07 BTC Net Outflow from CEX in the Last 24 Hours

，据《财富》报道，美国劳工联合会和产业工会联合会（AFL-CIO）高管薪酬分析显示，马斯克 2025 年在特斯拉获得的薪酬总额按受限股票授予日公允价值计算约为 1583 亿美元，相当于特斯拉员工年薪中位数 57,243 美元的约 252 万倍。按此计算，马斯克约每 4.23 秒获得的薪酬就相当于一名特斯拉员工一年的薪资。AFL-CIO 表示，马斯克 2025 年薪酬方案是其自 1997 年追踪 CEO 薪酬以来「前所未见」的水平。其薪酬约为其他所有标普 500 公司 CEO 薪酬总额的 14 倍，而标普 500 公司 CEO 平均薪酬约为员工的 312 倍。需要注意的是，1583 亿美元并非马斯克当年实际领取的现金，而是根据 2025 年授予的特斯拉受限股票在授予日的公允价值计算。这批股票最终价值最高可能达到 1 万亿美元，但前提是特斯拉达到相应业绩要求。

ENA treasury firm StablecoinX (USDE) released its first quarterly results since going public. As of the end of Q2 2026, the company held approximately 3 billion ENA tokens, accounting for roughly 20% of ENA’s total supply. Valued at over $250 million at current prices, based on 24 million Class A outstanding shares as of the quarter end, this translates to roughly $9.09 per share. Following the announcement, StablecoinX’s stock rose more than 12% in early Friday trading. StablecoinX posted a net loss of $34.2 million in Q2, with most of the loss stemming from a $36.2 million impairment on its ENA holdings. The company’s operations remain in the early stages; infrastructure service revenue for the final two weeks of June totaled just $62,372, while its decentralized validator nodes have processed over $3 billion in cumulative cross-chain volume. StablecoinX began trading on the Nasdaq under the ticker symbol USDE on June 26. Approximately 285 million of its ENA treasury tokens came from the Ethena Foundation, while another 2.75 billion were acquired via cash and in-kind investments from PIPE financing.

U.S. Securities and Exchange Commission (SEC) filings show that Saudi Arabia’s Public Investment Fund (PIF) has disclosed a holding of 154.1 million Class A shares in SpaceX (SPCX).

According to Yonhap News Agency, SK Group Chairman Choi Tae-won has filed an appeal against the ruling in his high-profile, high-value divorce case.

OpenAI's Chief Financial Officer Flair is set to hold an investor meeting today. (Jinshi)

Glassnode stated in a report that Bitcoin’s native options market remains generally sluggish overall, with implied volatility (IV) and skewness continuing to narrow, while positions are gradually concentrating around key strike prices, making the options market structure more distinct. Data shows Bitcoin’s short-dated IV has continued to decline, with the 1-period at-the-money (ATM) IV dropping to around 26%, while the 6-month tenor remains at roughly 39%. The term structure has steepened further, indicating traders’ low expectations for short-term price volatility, while still pricing in longer-term uncertainty. Demand for downside protection in the market has weakened, and overall option positions are no longer as defensive as they were previously. On the gamma exposure front, negative gamma is primarily concentrated in the lower $60,000 range, while positive gamma has gradually shifted to around $70,000. This means BTC is more likely to see larger price swings during downward moves, while upward approaches to the $70,000 level may be stabilized by market maker hedging. The options market’s defensive posture has eased somewhat, though it has not yet entered excessive complacency. The decline in implied volatility and skewness reflects easing short-term panic, while the concentration of gamma and strike positions indicates that the $60,000 to $70,000 range remains the key zone for Bitcoin’s next directional move.