Bitget Daily Digest (7.28)｜SharpLink Gaming Buys and Stakes Over 77,000 ETH; Ethereum Exit Queue Grows to 699.8K; Analysts Flag $STRK Sell-Off

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远山洞见2025/07/28 02:38

By:远山洞见

Today’s Preview

1、Artificial Superintelligence Alliance (FET) will unlock 3.05 million tokens (0.12% of circulating supply) on July 28.

2、UniCredit Italy will offer professional clients access to BlackRock’s Bitcoin ETF-linked product from July 1 to 28. The bank plans to issue a five-year, USD-denominated investment certificate linked to the iShares Bitcoin Trust ETF, offering 100% capital protection at maturity—confirmed by a banking memorandum.

3、Linea, Consensys, and Nile will launch DEX Etherex on July 28—an upgrade of Nile Exchange, built on Ramses v3 and the x33 tokenomics model. The native token REX will serve as a liquidity incentive, and 100% of trading fees will go to xREX voters. Users can swap REX for xREX and vote for preferred pools.

Macro & Hot Topics

1、Trump Announces US-EU Trade Agreement: 15% Tariff + $600B Investment in the US

July 27: President Trump announced a trade deal with the EU, introducing a 15% tariff on EU goods exported to the US. The EU will invest $600 billion more in the US, purchase American military equipment, and buy $750 billion worth of US energy products. Tariffs on steel and aluminum remain unchanged; the deal underscores energy and will impact autos and agriculture, with the US ramping up chip investments. Commerce Secretary Rutnik said chip tariff policies will be set within two weeks.

2、SharpLink Gaming Buys and Stakes Over 77,000 ETH Over the Weekend

SharpLink Gaming bought 77,206 ETH (~$296M), staking all of it. Two days ago, SharpLink transferred $145M USDC to Galaxy Digital, which then withdrew ~38,600 ETH ($148M) from several exchanges before transferring to SharpLink. Last night, addresses pulled another 41,000 ETH ($158M) from Binance, OKX, Kraken, Bybit, and Gate, sending 38,606 ETH to SharpLink—likely for new buys.

3、Analyst: No $500K+ ZORA On-Chain Trades—CEX Main Driver; Contracts Are the Battleground

On-chain analyst @ai_9684xtpa notes ZORA has surged 931% in a month, but hasn’t seen any single $500K+ on-chain transaction—hinting CEX funds are in control. Coinbase’s top spot trading volume (24H: $82.6M) pales compared to Binance’s contract volume ($1.354B, 16.4x spot). ZORA contracts exploded after Binance’s July 26 challenge event. Only 35% of ZORA supply circulates—more releases begin this October. GSR Markets is lead market maker.

4、Analysts Accuse Starknet Team of Selling 400M STRK (4% of Total Supply)

Crypto analyst Andrew 10 GWEI alleges StarkWare and its team have dumped at least 400M STRK after TGE (4% of total supply), identifying 14 suspected StarkNet team addresses transferring to CEXs. He claims this is a conservative estimate, with real numbers probably higher. He calls the Starknet team “scammy maximizers,” accusing CEO Eli Ben-Sasson of hyping Starknet in public while offloading tokens.

Market Updates

1、BTC and ETH dipped, dragging alts lower; $210M in liquidations (mainly shorts) over 24H.

2、S&P 500 closes at record recent highs for a fifth straight day; crude oil & gold futures fall over 1%; Chinese steel/coal sees sharp night sell-off after exchange interventions.

Bitget Daily Digest (7.28)｜SharpLink Gaming Buys and Stakes Over 77,000 ETH; Ethereum Exit Queue Grows to 699.8K; Analysts Flag $STRK Sell-Off image 1

3、Bitget BTC/USDT liquidation map: At 119,202 USDT, a 2,000-point drop to 117,202 would trigger $436M in long liquidations; a 2,000-point rise to 121,202 would trigger $557M in short liquidations. Short-side risk is much higher—manage leverage accordingly.

Bitget Daily Digest (7.28)｜SharpLink Gaming Buys and Stakes Over 77,000 ETH; Ethereum Exit Queue Grows to 699.8K; Analysts Flag $STRK Sell-Off image 2

4、Past 24H BTC spot flows: $1.2B in, $1.4B out—net outflow $200M.

Bitget Daily Digest (7.28)｜SharpLink Gaming Buys and Stakes Over 77,000 ETH; Ethereum Exit Queue Grows to 699.8K; Analysts Flag $STRK Sell-Off image 3

5、Top contract net outflows: $DOGE, $XRP, $LTC, $ADA, $SOL—potential trading opportunities.

Bitget Daily Digest (7.28)｜SharpLink Gaming Buys and Stakes Over 77,000 ETH; Ethereum Exit Queue Grows to 699.8K; Analysts Flag $STRK Sell-Off image 4

Institutional Views

1、TRM Labs report: Russian entities using Kyrgyzstan’s crypto industry to circumvent sanctions. Source

2、CryptoQuant: The recent 80,000 BTC transfer after 14 years likely linked to MyBitcoin hack or its founder's wallet. Source

News Highlights

1、Pakistan’s crypto minister says population demographics will drive “leapfrog” Bitcoin adoption.

2、US OMB Director Vought: Trump has stated clearly he won’t fire Powell.

3、Commerce Secretary Rutnik: No more extension for Aug 1 tariff deadline.

Project Updates

1、Michael Saylor releases latest Strategy Bitcoin holdings snapshot—possible new purchases disclosed this week.

2、Believe founder: Full eco-flywheel mechanism details out today.

3、Ethereum’s 10th anniversary livestream set for July 30, 22:30—with limited-time free NFT drop.

4、Pudgy Penguins denies acquisition of OpenSea.

5、LIBRA project advisor Hayden Davis admits LIBRA is a speculative meme token.

6、UniSat Wallet shares update on BRC-20 upgrade.

7、Analyst accuses Starknet team of dumping 400M STRK (4% of total supply).

8、Data: ETH in PoS exit queue rises to 699.8K, with withdrawal times now over 12 days.

9、Ethena Foundation subsidiary has bought back 83M ENA tokens.

10、SharpLink Gaming purchased and staked over 77,000 ETH over the weekend.

X Hot Topics

1. 0xSun: Why I Chose $memecoin After Bonk Ecosystem Leaves PumpFun Behind

Bonk’s ecosystem has now surpassed PumpFun, with leaders like Useless and GP surging, though access was brief. While I missed some main waves, I ultimately bought $memecoin due to platform support and strong marketing, as well as heavy hitters joining, KOL backing, and fast-growing international communities. It could emerge as a cultural meme leader. My research emphasizes rational trading and risk management, especially during corrections. Read more

2. JackYi: The Long Bull Is Here—Tokenization Is the Next Big Trend, Avoid Shorting

We've entered a supercycle bull market; the old four-year cycle is obsolete. Stablecoins and blockchain are the best path for US dollar globalization—with “token-stock” investments on one hand, and stablecoin yield on the other. The red-hot tokenization trend is a real invention. As BTC and ETH succeed, majors like SUI, BNB, SOL, TON, LTC will climb the ladder, with smaller coins joining in. If you have research and insight, grab opportunities and avoid shorting. Read more

3. Phyrex: Surprise Tariff Delay Fuels New Highs—BTC & BNB Soar Amid Renewed FOMO

Markets were calm until the US announced a surprise 90-day delay of China tariffs right before close, sparking a FOMO surge; BTC and BNB both set new highs on low churn, strong support. With the US-EU trade deal done, only China’s 107-day window remains. Current 15% tariffs are high but still better than Trump's initial plan, so risk is tamed for now. Traders need to stay alert for unexpected news. Watch for Fed policy and tariff impact on inflation, especially September’s CPI and FOMC. Bullish momentum remains strong. Read more

4. Ryo: On-Chain Analytics Tools—The New Alpha Hunt Weapons

On-chain tracking and smart-fund detection tools are booming, it's no longer just ARKM or Solscan. Specialists and communities are building powerful plugins like frontrunpro’s label import, MemeRadar_sol’s review badges, TomoWallet’s CT relationship maps, faster100x’s cluster graphing, gmgnai’s replay tools, logearn’s auto profit platform, plus mainstays like Cielo, BlockSec, and Dune. For both chain-chasers and newcomers, having the right tools is key to winning in today’s market. Read more

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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