Last week, funds have flowed into #Bitcoin, #Ethereum, and #Hyperliquid.

Driven by the 2026 FIFA World Cup, U.S. prediction market platform Kalshi’s June trading volume rose to around $9.4 billion, a nearly 77% jump from May’s roughly $5.3 billion and an all-time high. In the same period, Polymarket International’s trading volume grew from around $3.5 billion to approximately $4.3 billion. Data shows the World Cup served as a key catalyst for the growth of prediction market trading. As this World Cup expanded to 48 teams for the first time, increasing the number of matches and knockout scenarios, it boosted activity in single-match event contracts. Notably, the Round of 16 match between Canada and Morocco saw trading volumes exceeding $48 million on Kalshi and $26.8 million on Polymarket respectively. However, the rapid surge in trading volume has also intensified regulatory debates. Multiple U.S. states continue to argue that sports event contracts should be subject to gambling regulation, rather than being classified as derivatives markets overseen by the U.S. Commodity Futures Trading Commission (CFTC). Meanwhile, the European Securities and Markets Authority (ESMA) recently warned that some event contracts may fall under the regulatory scope of existing binary options rules. Analysts note that the World Cup has validated prediction markets’ ability to attract liquidity during major events, but whether sports event prediction contracts should be regulated as financial derivatives or gambling remains a core regulatory issue facing the industry.

According to a WSJ report, the U.S. held its 250th Independence Day celebration in Washington, D.C. on Saturday local time. Against a backdrop of record-high temperatures and thunderstorms, President Trump delivered a speech emphasizing "American exceptionalism." On Saturday evening, Trump said: "For 250 years, the U.S. has been the hope, promise, light and glory of all nations around the world. No country on Earth can compare to us." Earlier that day, as Washington experienced its hottest Independence Day on record, thousands of people waited in line for hours to attend the "Great American State Fair" and the evening "Salute to America" celebration, only to be ordered by law enforcement to evacuate the National Mall. Hundreds of people headed to nearby museums and federal government buildings to escape the heat. The National Mall was later reopened, allowing crowds to re-enter the secured area for the evening’s events. Trump took the stage after 11 p.m. that night, more than an hour behind schedule. He stated: "America’s strength and power are not something to be ashamed of, but something we take great pride in."

In its latest report, Nomura Securities argues that the core contradiction in the global storage industry remains severe supply shortages, and AI-driven structural demand growth has not yet peaked. Recent investor concerns about oversupply are clearly overblown, and the market’s overreaction may provide a window for the storage sector to re-examine its valuations. Nomura bluntly states in the report that market concerns are greatly exaggerated. The cycle for semiconductor investments to translate into actual production capacity is extremely long: South Korea’s investment plan worth up to 4800 trillion won will take at least 5 to 10 years to materialize into real capacity, and the squeeze on general-purpose storage capacity from high-margin HBM (High Bandwidth Memory) is causing severe supply shortages. Nomura stresses that Meta’s move is by no means a turning point for declining AI-related hardware demand. On the contrary, as current computing power supply shortages have pushed per-token prices upward, Meta’s entry into the computing power market is expected to help stabilize token prices.

Glassnode published a report disclosing that its on-chain metric, the Hyperliquid Entry Price Heatmap, displays traders’ specific position entry prices. Currently, a large volume of long positions in the $72,000–$76,000 range and short positions established around $60,000 are in unrealized losses, leaving the Bitcoin market highly vulnerable to both upward and downward price swings. Price fluctuations could further trigger cascading liquidations.

Blockchain security firm Hexens has disclosed a critical vulnerability in Aptos’ Move virtual machine, detected in February this year, that theoretically could put roughly $70 billion in crypto assets at risk. However, the Aptos team patched the mainnet within hours of the vulnerability being disclosed, with no user funds lost. Hexens said the flaw stems from a "stale-cache" issue in the Move VM, which can cause type confusion, letting attackers seize critical permissions including stablecoin minting, cross-chain bridges, and DeFi protocols. In simulation tests, the research team used only a ~$3,000 server to set up the environment, hitting a ~90% attack success rate without requiring validator node permissions or internal access. Aptos responded that it fixed the issue rapidly after receiving the report through its bug bounty program, adding that the vulnerability has very low exploitability in real-world networks and poses no actual harm to users or funds. Hexens warned that malicious exploitation could extend risks beyond the Aptos ecosystem to infrastructure like cross-chain bridges, stablecoins, and centralized exchanges. Independent security firm Grego AI estimates that roughly $250 million in total value locked (TVL) on the Aptos chain was directly affected, with the overall theoretical risk exposure peaking at around $70 billion.

Per monitoring by OnchainLens, whale address 0x2117 saw its 40x leveraged Bitcoin short positions partially liquidated four times in the past 24 hours. The address has had a total of 97.99 BTC liquidated, worth approximately $6.18 million, with a cumulative realized loss of around $298,800. Even so, the trader still holds 67.98 BTC (valued at roughly $4.26 million) in 40x leveraged short positions, with a current unrealized loss of about $179,200. Its liquidation price is only approximately $902 higher than the current BTC market price.