CZ: Even hardware wallets can have vulnerabilities—there is no such thing as 100% security.

，Bitfinex 分析师发布报告表示，此前在 6 月底的比特币抛售中，衍生品交易者已基本被清洗出局。比特币在 7 月 1 日跌破 58,000 美元，此后日均清算金额一直远低于今年典型的 4 亿至 5 亿美元区间，表明尽管出现宏观冲击，但强制抛售压力很小，「加密市场跌幅小于杠杆股票主题，是因为强制抛售的『燃料』已经耗尽。」Bitfinex 分析师预计，投资者在下周美国就业报告（美联储会议后的下一个主要宏观催化剂）前将保持防御性。他们认为，与其担心新一轮强制清算，更关键的问题是现货比特币 ETF 资金流入能否在市场对美联储路径有更清晰判断后重新回归。分析师写道：「我们认为，在美联储加息风险仍存的情况下，仓位将保持防御性。机构买家是否积极或对价格不敏感，才是交易者尚未出现的信号。」

Arthur Hayes(@CryptoHayes) sold 6.16M $SYN ($658K) and bought 3.05M $ENA ($248K).

According to Lookonchain monitoring, BitMEX founder Arthur Hayes has just sold 6.16 million SYN tokens worth $658,000 and purchased 3.05 million ENA tokens valued at $248,000.

According to Reuters, Google parent company Alphabet is rolling back the AI image generation feature it launched in Google Earth just one day ago, after user-shared images appeared to violate the company’s policies. The feature, powered by Google’s Nano Banana 2 AI model, allows users to input text prompts to generate realistic images of any location on Earth based on Google Earth’s satellite, aerial, and 3D imagery. The tool has faced criticism for its potential to spread misinformation, as it enables users to create fake scenes over real imagery of historical sites and landmarks.

According to crypto analyst Murphy, Bitcoin’s URPD (UTXO Realized Price Distribution) data reveals that Bitcoin has a high concentration of 890,000 coins at the $63,000 level, and 710,000 coins at the $62,000 level. Together, these holdings account for roughly 8% of the circulating supply, far exceeding the average. Murphy points out that this concentration level mirrors that seen on the eve of the 2022 FTX incident, noting that high concentration boosts Bitcoin’s price sensitivity, making it vulnerable to sharp fluctuations and eventually triggering violent capital redistribution, which could mark a key directional shift in the late bear market. In response, Jiang Zhuoer commented that if the CLARITY Act fails to pass before the congressional recess, Bitcoin may see its final drop to the bear market bottom.

According to monitoring by Farside Investors, Bitcoin ETFs posted a cumulative net inflow of $172.8 million in July. July’s inflows were driven primarily by IBIT (+$227.6 million) and Grayscale BTC (+$294.6 million), while Grayscale GBTC (-$360.4 million) and Fidelity FBTC (-$209.5 million) saw notable outflows. Separately, Bitcoin ETFs recorded a net outflow of $61.5 million last week.