Bank of America's indicator shows market bullish sentiment has hit its highest level since December 2020.

U.S. Central Command said that as of 22:30 ET on July 22 (10:30 Beijing time on July 23), U.S. military forces have launched a new round of strikes against Iran for the 12th consecutive night. The targets of this operation include Iran's maritime combat capabilities, missile and drone storage facilities, coastal surveillance sites, and air defense assets. The U.S. side stated that the strikes further weakened Iran's ability to attack civilian crew members and merchant ships. (Jinshi)

According to Hyperinsight monitoring, as of press time, SPCX on Hyperliquid is trading at around $116, down 49.6% from its peak of $230 and 14.1% below its IPO price of $135. Today, it hit a low of $114.48, with the underperformance widening to 15.2% at one point. The largest long whale, whose address starts with 0x3527, first opened a position on July 16, nearly seven days ago. Since then, it has been averaging down by adding positions daily without any reduction, accumulating a position of 111,700 units, with a cumulative notional position value of around $14.196 million. Currently, the whale holds a full-position long on SPCX with 20x leverage, at an average price of $127.1, with a position value of approximately $12.958 million. It has an unrealized loss of about $1.238 million, a return of -174.5%, meaning the loss has exceeded the initial margin of this position. Calculated based on margin, the theoretical liquidation line is around $113.06, only about $2.94 away from the current price. However, this address has enabled portfolio margin, with 301,900 HYPE (including roughly 60,000 added recently) included as collateral to jointly support SPCX’s losses. The risk is that when HYPE and SPCX decline simultaneously, both collateral value and position equity shrink, and once the threshold is triggered, the system may liquidate the HYPE collateral. All positions held by this address, including SPCX and CRCL, are long positions, with SPCX accounting for around 72% of the total position value, making it a typical high-leverage one-sided long. No stop-loss or position-reduction orders have been placed in the account, and there are no closed position records since the address first opened a long position seven days ago.

According to Hyperinsight’s monitoring, the GOOGL bull address (0xC8b) disclosed last night continued to add to its position after the report. From 10 PM on July 22 to 4 AM today, it opened a total of 38,800 GOOGL long contracts, worth approximately $13.5578 million, at an average price of $349.28; it added about $2.8978 million to its position since the disclosure. After Alphabet’s earnings report was released, the whale began reducing its position at 5:43 AM today and closed all the aforementioned long positions 2 hours ago at $330.29, posting a loss of $737,000. Alphabet’s Q2 revenue rose 24% year-over-year, while Google Cloud revenue jumped 82% YoY; however, the company raised its full-year capital expenditure guidance from $180-$190 billion to $195-$205 billion, leading its stock to briefly turn negative in after-hours trading. As of press time, GOOGL contracts on Hyperliquid are trading at $334.27, down 4.34% on the day. The whale previously booked a profit of about $1.7178 million from its prior MU long positions. Currently, its only position has shifted back to MU: it holds 24,600 long contracts with 3x leverage, worth approximately $23.9561 million, at an average entry price of $977.60, with an unrealized loss of about $97,900 and a liquidation price of $354.91.

According to official announcements, Upbit will list o1 Exchange (O) trading pairs against the Korean won (KRW), Bitcoin, and USDT, with the launch scheduled for 3 PM local time on July 23.

CryptoQuant analyst Darkfost noted in a post that spot Bitcoin ETFs saw a net outflow of approximately $2.1 billion over the past 30 days. New demand from Strategy and other Bitcoin treasury firms has stayed near zero for several consecutive weeks. He estimated that monthly demand from such treasury companies peaked at around $6.6 billion in August 2025, when BTC traded at roughly $115,000. Now, with BTC at about $65,000, this related demand has largely vanished.

，据官方公告，Bitget 已上线 SHAZ（SharonAI）、SOFI（SoFi Technologies）、PENG（Penguin Solutions）3 只股票永续合约。上述合约均以 USDT 结算，支持最高 20 倍杠杆及 7×24 小时交易。截至目前，Bitget 股票合约共支持 246 只标的。更多详情可参阅 Bitget 官方平台。