1. Large Token Unlocks This Week
In the next 7 days, single large unlocks (over $5 million) include FTN, APT, ARB, AVAX, SEI, STRK, LAYEY, CYBER, ZK, etc. In the next 7 days, linear large unlocks (daily unlocks over $1 million) include SOL, WLD, TIA, Doge, TAO, AVAX, SUI, DOT, IP, MORPHO, SEI, ETHFI, JTO, ENS, etc., with a total unlock value exceeding $653 million.
2. Trump Media Technology Group Submits Bitcoin ETF Amended Registration Statement to SEC
Trump Media & Technology Group (DJT) announced the submission of the first amended registration statement for a Truth Social Bitcoin spot ETF to the US SEC, planning to launch this year. The ETF will directly hold Bitcoin, with Crypto.com as the custodian, product code B.T., expected to be listed on NYSE Arca. Yorkville America Digital serves as the issuer, currently awaiting approval of registration and 19b-4 documents.
3. QCP: CPI Will Be Key to Bitcoin's New High, Market Hedging Intensifies
QCP Capital noted that BTC broke through $122,000, ETH rose over 21% in seven days to $4,300, with market focus shifting to Tuesday's US CPI data. If inflation slows, it will consolidate September Fed rate cut expectations and potentially push BTC to a new high. Despite strong upward momentum, traders are actively hedging downside risks, with volatility increasing. BTC's further breakthrough will depend on continued institutional fund and spot ETF inflows.
4. Strategy Adds 155 Bitcoins Last Week, Total Holdings 628,946
Strategy acquired 155 Bitcoins between August 4-10, at an average price of $116,401, approximately $18 million. As of August 10, 2025, Strategy has purchased 628,946 Bitcoins at an average price of around $73,288, with a total holding value of approximately $46.09 billion.
5. Ant Group Refutes "Co-building Rare Earth RMB Stablecoin" Rumor, Warns Public Against Fraud
Ant Group posted on its official Weibo that it has noticed online claims of "Ant Group collaborating with People's Bank of China and China Rare Earth Group to build the world's first rare earth RMB stablecoin", attempting to guide investors' attention. Ant Group states it has never had such plans with related institutions and warns the public to be vigilant and avoid being deceived.
6. El Salvador Passes Investment Banking Law, Supports Bitcoin Banking for Professional Investors
El Salvador's Legislative Assembly has officially passed the Investment Banking Law, explicitly allowing investment banks to include digital assets like Bitcoin in their balance sheets after obtaining a Digital Asset Service Provider (PSAD) license, and provide crypto services to "professional investors". The law distinguishes investment banks from traditional commercial banks with higher thresholds, including a minimum registered capital of $50 million and $250,000 in disposable funds.
7. Wu Blockchain's Weekly Macro Indicators and Analysis: US Inflation CPI, PPI
Summary
This week focuses on US inflation data CPI & PPI, US semiconductor and drug tariffs, and statements from multiple Federal Reserve officials.
Last Week Review
The Bank of England Thursday as expected cut rates by 25 basis points, the fifth cut in this cycle; this is the first time since independent monetary policy committee decisions that a resolution required two rounds of voting; the Bank of England warned of increased inflation upside risks in the meeting minutes while acknowledging continued economic weakness and downward pressure on consumption.
US initial jobless claims for the week ending August 2 were 226,000, expected 221,000, previous value revised from 218,000 to 219,000.
Bank of Japan July meeting minutes: May restart rate hikes by year-end
Key Events & Indicators This Week
August 11
China July M2 Money Supply Year-on-Year
Trump says US semiconductor and drug tariffs will be announced "around this week"
August 12
US July Unadjusted CPI Year-on-Year (20:30)
August 14
2025 FOMC Voting Member, Chicago Fed President Goolsbee speaks on monetary policy (01:00)
2027 FOMC Voting Member, Atlanta Fed President Bostic speaks on US economic prospects (01:30)
US Initial Jobless Claims for week ending August 9 (20:30)
US July PPI Year-on-Year (20:30)
August 15
US President Trump and Russian President Putin meet in Alaska
