On-Chain Events Calendar (Issue 26 · Week 31, 2026)

01Important Events of Today

On July 31, 2026, Binance US planned to apply to the CFTC for permission to operate in the futures market in order to expand its prediction market services. This move was seen as a crucial turning point for crypto companies seeking compliant growth under regulatory pressure, and it had a profound impact on reshaping the derivatives landscape in North America. On the same day, Ethereum celebrated its 11th anniversary, with the network’s staked supply reaching a record high of 40.2 million tokens. BlackRock’s clients increased their holdings by over $20 million, and the cumulative net inflows into Ethereum ETFs surpassed $11.23 billion, indicating strong confidence in long-term holding. In terms of market liquidity, the three major trading platforms saw a total trading volume of $174 billion over the past 7 days, with Binance accounting for more than 40% of that amount, underscoring the dominant control that leading exchanges exert over global crypto liquidity.

02Token Unlock Reminder

The following data was collected by the system, showing a total of 15 token unlocking records.

03Macroeconomic Calendar

As of 2026-07-31, macroeconomic trends and regulatory developments have dominated market sentiment. Microsoft reported Q4 revenue of $90 billion, with Azure experiencing a 43% growth rate and annual revenue exceeding $100 billion for the first time; its stock price surged by 8% after hours, reflecting strong demand for enterprise AI solutions. Binance US plans to apply to the CFTC for contract market licensing in an effort to reshape the derivatives landscape in North America, marking a crucial turning point in the compliant expansion of crypto institutions. Robinhood forecasts Q2 market revenue of $156 million, a 10-fold increase year-on-year, surpassing its crypto business for the first time and establishing a second growth pillar. Bitcoin is facing significant liquidation risks at key levels—there are $1.5 billion in short positions above $67,094 and $1.309 billion in long positions awaiting liquidation below $60,824, highlighting the vulnerability associated with high leverage. The amount of Ethereum locked in staking has reached a historical peak of 40.2 million tokens, with the institutional version backed by over a hundred organizations, accelerating the integration of real-world assets into blockchain systems.

04Operation suggestions

Operational Recommendations and Risk Warnings

Operational Recommendations

• Liquidity Protection: MYX will unlock approximately $1.2 million worth of tokens on 2026-08-06. If the trading depth for these tokens is insufficient, it is advisable to take defensive measures within this week to avoid bearing selling pressure around the unlocking date.
• Sentiment Analysis: The market sentiment index is currently in the fearful range of 40/100. If the sentiment index drops further below 35 without a corresponding increase in Whale activity, it is recommended to build positions in stages to seize opportunities resulting from undervaluation.
• Event-Driven Factors: Kraken has reached a custody partnership with VerifiedX for vBTC. If regulatory developments drive spot BTC trading volume above $30B, considering increasing holdings of spot BTC might be prudent.

Risk Warnings

• Unlocking Selling Pressure: Tokens such as HYPE and SUI are facing large-scale unlocks this week, so be cautious of sharp short-term price fluctuations.
• Sentiment Reversal: If Whale activity surges by 60 points alongside a rapid rise in the sentiment index into the greedy range, watch out for short-term pullback risks.