BlockBeatNews

BlockBeats News, July 5th – According to Onchain Lens monitoring, the whale address "FU76ac" has deposited approximately $2.76 million worth of USDC into Kamino Finance's lending vault. The funds were routed through the Kvault Program's Invest function to the Kamino Lending Program to participate in lending and earn returns.

The New York Times reports that after the US and Iran reached an understanding and adjusted its Middle East strategy, divergences between Trump and Netanyahu have widened, and US-Israel relations have entered a critical turning point. Trump has privately criticized Netanyahu's military escalation, and Vance warned that Israel cannot solve everything through war. The US's open criticism of Israel has sparked discontent among conservatives, and polls show a decline in Trump's support in Israel. The article points out that Israel's long-standing strategy of relying on military victories for security is being questioned, and the future may require a reassessment of its foreign policy.

BlockBeats reports that the World Cup is driving rapid growth in prediction markets, with Kalshi's trading volume reaching approximately $94 billion in June, up nearly 77% from May and hitting an all-time high, while Polymarket recorded about $4.3 billion. The expansion to 48 teams and the increase in matches have boosted activity in individual contracts, with notable trading volumes for games like Canada vs. Morocco. On the regulatory front, state governments are debating whether sports event contracts should fall under gambling regulations, while ESMA has warned that some contracts may be subject to binary options oversight. Analysts believe the World Cup validates the liquidity of prediction markets, but the issue of regulatory classification remains a core topic.

Nomura Securities states that global storage still faces severe supply shortages, AI-driven structural demand has not yet peaked, investor concerns are excessive, and there is a window for valuation recovery. High-margin HBM squeezes general-purpose capacity, and the capacity conversion cycle is lengthy. Meta's entry into the market does not signal a demand downturn; computing power shortages are pushing token prices higher, which may help stabilize prices.

According to monitoring by Moving Watch Beating, tech blogger leo revealed that OpenAI may open GPT-5.6 to the public from July 7 to 9, with the earliest time pointing to July 7. The new model package will have more relaxed quotas, and OpenAI is also strengthening security measures before the launch.
Google DeepMind’s Gemini 3.5 Pro is reportedly tentatively scheduled to launch on July 17. Another blogger, Astro Polo, said that Gemini 3.5 Pro will support 2 million

According to the Hyperliquid Entry Price Heatmap published by Glassnode, it can show traders’ specific entry prices. Currently, there are large floating losses for long positions in the $72,000–$76k range, and short positions around about $60k are also in floating losses, making Bitcoin more vulnerable whether it moves up or down; price volatility may trigger cascading liquidations.

Next week, global markets will focus on the U.S. Federal Reserve’s June meeting minutes, the ECB’s minutes, and multiple other key data releases. Particular attention will be on judgments regarding the inflation outlook and the interest-rate path, as well as forward-looking guidance from U.S. services PMI, initial jobless claims, and other data. In the short term, gold may remain in a range-bound, oscillating pattern. Attention will also be on details presided over by the newly appointed chair, Warsh, remarks by officials, the RBNZ interest rate decision, and the start of the earnings season.

Hexens disclosed in February that Aptos Move VM has a serious vulnerability that could theoretically put approximately $70 billion in assets at risk; the Aptos team repaired it within hours, without any loss of funds. The vulnerability originated from type confusion triggered by a stale-cache, and attackers may have been able to obtain permissions for stablecoin minting, cross-chain bridges, and DeFi. Grego AI estimates that the directly affected on-chain TVL is about $250 million, and the theoretical risk exposure could be as high as $70 billion.

BlockBeats news, July 5, according to Onchain Lens monitoring, the "9oxDc" address sold 8.06 million ANSEM at $974.81 about 17 days ago, when the corresponding project market cap was approximately $54k to $134k.


As the price of ANSEM has risen significantly, this batch of tokens is now worth about $2.39 million. At the current price, the trader missed out on approximately $54k in potential gains due to selling too early.

According to OnchainLens, whale address 0x2117 was partially liquidated 4 times in 24 hours due to shorting BTC with 40x leverage, with a total liquidation of 97.99 BTC (approximately $6.18 million) and a cumulative loss of approximately $298.8k. The address still holds a 40x leveraged short position of 67.98 BTC, with an unrealized loss of approximately $179.2k, and a liquidation price that is only about $902 above the current price.

This week's highlights involve AI, MiCA, stablecoins, and Bitcoin. AI funding is shifting toward infrastructure and application layers, with future value potentially becoming more concentrated. The MiCA transition period has ended, and EU crypto service providers must obtain full licenses, making compliance a competitive advantage. OUSD, backed by multiple major players, may challenge USDC, but liquidity and governance remain hurdles. Regarding Strategy's financing, the market is divided: it may raise funds by selling Bitcoin, or it could alleviate liquidity risks.

BlockBeats message: About two days after Aave launched its V3 market on Monad, deposits surpassed $100 million; within 24 hours they reached $75 million. This is the first time it introduced the GHO stablecoin and 12 assets. The governance proposal states that the Monad Foundation will provide $15 million in incentives over the next 12 months, and will buy 10 million GHO for at least 6 months. The Aave DAO will also provide 500,000 GHO. Founder Stani said that for V4, deposits on the Ethereum mainnet have also broken through $250 million, with a target of raising the figure to $1 billion, and expanding businesses such as mortgage loans and securities lending, and other related businesses.

BlockBeats reports that despite the rise in U.S. stocks and Bitcoin's weakness this year, both Hashdex and Charles Schwab believe the divergence is unlikely to persist.
Funds are flowing into AI infrastructure, IPOs, and interest rate trading. The growth rate of tokenized RWA exceeds 60%, stablecoins and on-chain activity are at all-time highs, with fundamentals diverging from valuations.
The Bitcoin halving cycle is still affecting the market. The production cost is about $95k, and the market cost is about $80k. A rebound may face selling pressure from holders breaking even, and future volatility may ease.