Event: The Struggle Over the CLARITY Act Key Entities: CLARITY (regulation_progress) Time Period: 20260721 — 20260722 Number of Events: 7 | Related Articles: 83 Timeline (Top 5 Updates): · 20260722: Progress of the U.S. CLARITY Act Stalled · 20260722: Progress of the U.S. CLARITY Act Stalled · 20260722: Future of Bipartisan Negotiations on the CLARITY Act Uncertain · 202
Event: The Struggle Over the CLARITY Act Key Entities: CLARITY (regulation_progress) Time Period: 20260721 — 20260722 Number of Events: 7 | Related Articles: 83 Timeline (Top 5 Updates): · 20260722: Progress of the U.S. CLARITY Act Stalled · 20260722: Progress of the U.S. CLARITY Act Stalled · 20260722: Future of Bipartisan Negotiations on the CLARITY Act Uncertain · 202
Event: The Struggle Over the CLARITY Act Key Entities: CLARITY (regulation_progress) Time Period: 20260721 — 20260722 Number of Events: 7 | Related Articles: 83 Timeline (Top 5 Entries): · 20260722: Progress of the U.S. CLARITY Act Stalled · 20260722: Progress of the U.S. CLARITY Act Stalled · 20260722: Future of Bipartisan Negotiations on the CLARITY Act Uncertain · 202
20260724: The sentiment among KOLs showed significant divergence and sharp fluctuations. The market sentiment index soared by 36.0 points, rising from 14.2 to 50.1, before dropping sharply by 15.6 points to 36.2, indicating a fearful mood at present. The activity level on the Whale chain also increased by 46 points to 60, suggesting that large amounts of capital are competing to enter the market. In terms of outlooks, 59% of analysts are bullish on BTC, but Charles Edwards predicts that BTC may not be able to regain its all-time high in 2026 or 2027, which has fueled the bearish camp.
A total of 3 financing deals were recorded in this issue (after deduplication). | Project | Round | Amount | Lead Investor | Date | |||||| | Augustus | | $180 million | Tiger Global, Hummingbird Ventures | 0720 | | Cordant | Seed | $8.0 million | Oak HC/FT, Bankless Ventures | 0720 | | Mandela D
A total of 3 financing deals were recorded in this issue (after deduplication). | Project | Round | Amount | Lead Investor | Date | |||||| | Augustus | | $180 million | Tiger Global, Hummingbird Ventures | 0720 | | Cordant | Seed | $8.0 million | Oak HC/FT, Bankless Ventures | 0720 | | Mandela D
July 24, 2026 serves as the data benchmark date. The total market value of stablecoins has surpassed the $310 billion mark, and the clarification of regulatory frameworks has accelerated industry differentiation. | Token | Current Price | 24h Trading Volume | Market Value | | : | : | : | : | : | USDT | $0.9992 | $40.0B | $184B | | USDC | $0.9999 | $11.6B | $73B | | DAI | $0.9998 | $229.2M |
July 24, 2026 serves as the data benchmark date. The stablecoin market is characterized by simultaneous expansion across multiple blockchains and reshaping in terms of compliance. The supply of USDC on the Solana network has reached $72.01 billion, surpassing this threshold on multiple occasions throughout the year, indicating that high-performance public blockchains are becoming new hubs for stablecoin liquidity. The prices of major stablecoins remain stable, with USDT currently trading at $0.9992, USDC at $0.9998, DAI at $0.9998, and FDUSD at $0.9972, all of which are pegged to the value of the US dollar. At the regulatory level, the CLARITY法案正在推进中。
Benchmark date: 20260724 ! Geopolitical tensions have pushed oil prices above $95, while rising inflation expectations are impacting the bond market and potentially suppressing valuations of risk assets. ! If ETH falls below $1,834, it could trigger liquidations worth $966 million, further increasing selling pressure on the blockchain. ! Attackers of the Drift Protocol have resumed fund laundering, exposing security vulnerabilities in smart contracts. + The amount of ETH held as collateral has reached 40.2 million tokens, setting a new record, with institutional investors continuing to buy in to strengthen the underlying health of the network. + U.S. spot Bitcoin and Ethereum ETFs saw daily net inflows of over $1.
20260724 serves as the data benchmark date. The Polymarket platform has seen continuous high trading activity recently, with institutional quantitative funds accelerating their entry to reshape pricing power. Below are the Top 6 most popular prediction market events based on 24-hour trading volume, covering macroeconomic policies, sports and entertainment, as well as price expectations for crypto assets. 1. Federal Reserve interest rate decision in July? Current probability of “Yes”: 73.7% (1.9 percentage points change in 24 hours). Trading volume: $3189.8K. Market analysis: This is a event with high certainty.
A total of 3 financing deals were recorded in this issue (after deduplication). | Project | Round | Amount | Lead Investor | Date | |||||| | {"tw_value":"Augustus","en_value":"Augustus","cn_value":"Augustus","ja_value":"Augustus","vn_value":"Augustus","ko_value":"Augustus"} | | 180 million
On July 21, 2026, Bitcoin spot ETFs recorded net inflows for six consecutive days, with the daily peak exceeding $200 million. BlackRock led the inflows, bringing the total amount to nearly $1.1 billion, signaling that compliant channels have become the standard for asset allocation. On the same day, the cryptocurrency derivatives market saw liquidations worth over $123 million within 24 hours, with short sellers bearing the brunt of the losses, highlighting the risks associated with high leverage. Additionally, SecondFi suffered a theft of 16.1 million ADA due to a smart contract vulnerability, affecting 374 accounts. The project team announced the shutdown of the wallets and plans to release tools for asset recovery.
This week, the Meme sector as a whole faced pressure, with most mainstream tokens declining, except for PEPE which saw a slight rebound. As of 20260723, the market sentiment index stood at 51/100 (neutral), with varying performances among Meme tokens amid macroeconomic uncertainties. DOGE is currently trading at $0.06947, with a 5.0% drop over 7 days (reflecting rising market risk-aversion), and its 24-hour trading volume was $708.9M (indicating intense capital battles but continued selling pressure). SHIB is currently priced at $0.00000414, with a slight 0.3% decline over 7 days (showing relative resilience), and its 24-hour trading volume
<! factslocked Event: Predictive market insider trading Core entities: (other) Time range: 20260715 — 20260722 Number of events: 12 | Related articles: 22 Timeline (latest 5 entries): · 20260722: White House accuses DarkSide of stealing models · 20260717: Warren questions Trump’s crypto earnings · 20260716: Trump’s crypto earnings under scrutiny · 20260716: Trump’s crypto earnings under scrutiny · 2
20260723 Whale Address Trends: Institutional funds show significant divergence in allocation patterns along with increased control over the market. MicroStrategy increased its Bitcoin holdings to 843,000 coins on 20260719 and raised its cash reserves. Meanwhile, the four largest mining pools control over 70% of the total computing power, indicating heightened institutional control. Although MicroStrategy sold 3,588 BTC on 20260718 to bolster its reserves, a $2.5 billion options bet on Bitcoin exceeding $72,000 by August on 20260720, coupled with an 11% overall rise in mining stocks, suggests that institutions are optimistic about future market developments.
20260723 On-chain Health Assessment! Congestion for Ethereum validator onboarding is worsening, with new validators facing wait times of over 43 days. The queue length has reached nearly 2.5 million ETH, reflecting tight underlying network resources and declining staking efficiency. + Weak macroeconomic data has driven a strong rebound in ETH prices. Technical analysis shows a break above the neckline, confirming a double bottom pattern. Option strategy recommendations suggest engaging in near-term Put Selling, indicating an increase in short-term bullish sentiment in the market. + AI-related funds are flowing from memory chips into ETH, pushing its price up by 24% since June 25.
20260723 serves as the data benchmark date. Polymarket predicts that market attention on that day will be focused on sports competitions and macroeconomic policies, with the trading volume of major events exceeding one million dollars each, reflecting strong investor interest in short-term certain events as well as long-term political/economic trends. High-certainty events: sports outcomes and macropolicy consensus. For such markets, the probability of a “Yes” outcome deviates significantly from 50%, indicating a high degree of market consensus, which implies that the outcome is almost certain or there is an overwhelming advantage. Chicago Sky vs New York Liberty: the probability of a “Yes” outcome is as high as 94.5%, within 24 hours.
The Meme sector has shown significant divergence, with increased rotation among mainstream cryptocurrencies as capital shifts rapidly between the top assets. As of 20260722, the market sentiment index stood at 50/100 (neutral), with varying performances within the Meme sector amid macroeconomic uncertainties. DOGE is currently trading at $0.07298, with a 1.4% decline over 7 days (indicating ongoing short-term selling pressure), and its 24-hour trading volume reached $479.8M (showing ample liquidity). SHIB is currently priced at $0.00000426, up slightly by 0.7% over 7 days (reflecting signs of stabilization at lower levels), with its 24-hour trading
<! factslocked Event: U.S. Cryptocurrency Regulation Battle Key Entities: (other) Time Period: 20260714 — 20260721 Number of Events: 515 | Related Articles: 1,031 Timeline (latest 5 entries): · 20260721: The CLARITY Act becomes the final hurdle in regulation · 20260720: South Korea advances legislation for stablecoins · 20260720: Polymarket’s blocking in France triggers a global regulatory storm · 20260
This week, the NFT sector maintained relative strength amid fluctuations in major cryptocurrencies, rising alongside DeFi and showing clear signs of market differentiation. As of 20260722, the crypto market sentiment index stood at 49/100, indicating a neutral outlook. Although BTC was trading at $66,275.00 (up 2.6% over 7 days) and ETH at $1,928.28 (up 3.2% over 7 days), both recording only modest gains, the NFT sector performed strongly, with some periods seeing gains of up to 8.62%—indicating that capital was flowing into specific sectors amid risk-aversion trends. This pattern of differentiation was particularly evident on July 7th.
As of 20260722, global crypto regulation shows a divided trend. In the United States, Trump signed a bill to establish a federal regulatory framework for stablecoins, with the total value of such tokens reaching $310 billion. Circle received approval from the OCC on July 10 to establish a federal trust bank, but lending institutions warn that stablecoins could result in credit losses ranging from $65 billion to $1.26 trillion. The deadlock over the CLARITY Act has left the regulatory authority unresolved, forcing companies to face an enforcement vacuum and soaring costs. The transition period for the EU’s MiCA regulation came to an end on July 1.
<! factslocked A total of 6 financing deals have been recorded in this issue (after deduplication). | Project | Round | Amount | Lead Investor | Date | |||||| | Crypto.com | Strategic | $400 million | — | 0721 | | Securitize | Strategic | $400 million | — | 0721 | | Ionic Digital | Private | $400 million |
Key takeaways. This period’s data shows that Ethereum’s market value has rebounded to $233.2 billion, exceeding the critical 10% psychological threshold, indicating a significant improvement in market sentiment. Morgan Stanley submitted revisions for Ethereum and Solana spot ETFs at a fee rate of 0.14%, coupled with the push for the CLARITY法案在8月会议前通过， signaling accelerated interest from traditional finance sectors. The scale of Avalanche RWA has reached $2.1 billion, demonstrating that institutions are restructuring underlying assets through tokenization; investors should pay attention to the structural opportunities arising from policy implementation and fee competition.
