On-Chain Calendar DailyOn-Chain Events Calendar (Issue 21 · Week 30, 2026)Report Library
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On-Chain Events Calendar (Issue 21 · Week 30, 2026)

Published2026-07-26
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Long-term BTC holders increased their holdings to a six-year high, pushing the price back up to $66,000. The value of ETH collateral declined by 40% to $77.7 billion, with the annualized yield dropping to 2.62%. If BTC manages to hold above $64,300 and Whale investors remain active, it is recommended to build positions in HYPE and EIGEN in stages.

Long-term BTC holders increased their holdings to a six-year high, pushing the price back up to $66,000. The value of ETH collateral declined by 40% to $77.7 billion, with the annualized yield dropping to 2.62%. If BTC manages to hold above $64,300 and Whale investors remain active, it is recommended to build positions in HYPE and EIGEN in stages.

Long-term BTC holders increased their holdings to a six-year high, pushing the price back up to $66,000.

01Important Events of Today

On July 24, 2026, Bitcoin spot ETFs saw a daily net outflow of $225 million, with BlackRock’s IBIT being the main contributor to this outflow. However, the cumulative inflow over the eight-month period remained at $774 million. During the same period, long-term Bitcoin holders increased their holdings by 1.29 million coins in 30 days, reaching a six-year high, which helped push the price from $58,000 back up to $66,000. The Ethereum market showed mixed performance: while the amount of tokens pledged reached 41.04 million, their nominal value dropped by 40% to $77.7 billion, and the annualized yield fell to 2.62%. The price is now facing testing at the key support level of $1,800. Additionally, on July 25, addresses associated with Trump’s team unlocked and transferred over 10 million tokens, worth approximately $16.91 million, which may flow into centralized exchanges in the future.

02Token Unlock Reminder

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

TokenUnlocking DateUnlocked QuantityCirculation PercentageUnlocking Type
ARB2026-08-0315.0M22.68%cliff
APT2026-08-0311.2M133.12%cliff
APT2026-08-038.8M103.53%cliff
ARB2026-08-0392.5M139.85%cliff
STRK2026-08-0564.0M94.86%cliff
ONDO2026-08-1150.0M102.68%cliff
WLD2026-08-138.0M21.32%cliff
OP2026-08-1924.0M104.97%cliff
OP2026-08-196.0M26.24%cliff
AVAX2026-08-203.2M74.11%cliff
IMX2026-08-2115.0M178.05%cliff
PENDLE2026-08-228.0M466.07%cliff
TIA2026-08-2230.0M316.75%cliff
SEI2026-08-2216.0M23.76%cliff
BLUR2026-08-2312.0M42.09%cliff

03Macroeconomic Calendar

On 2026-07-26, Bitcoin spot ETFs saw a daily net outflow of $225 million, with BlackRock’s IBIT being the main contributor to this outflow. However, over the eight periods considered, there was still a cumulative net inflow of $774 million. Long-term holders increased their holdings by 1.29 million coins in 30 days, hitting a six-year high, which helped push the BTC price from $58,000 back up to $66,000. The amount of Ethereum locked in staking reached 41.04 million coins, with its nominal value dropping by 40% to $77.7 billion. The annualized yield fell to 2.62%, and the price is now facing testing at the key support level of $1,800. Grayscale plans to amend its trust agreement to convert ETH and SOL staking rewards into cash payouts on a quarterly basis, with the changes expected to take effect around August 7th. Paradigm has unlocked $171 million worth of HYPE tokens, which may be transferred to institutional custody.

04Operation suggestions

Operational Recommendations and Risk Warnings

Operational Recommendations

  • Defending against HYPE events: 9.92 million tokens will become available on July 29th (valued at $6.02B). If the current price of $58.12 falls below $55 accompanied by increased trading volume, take appropriate defensive measures.
  • Avoiding selling pressure from EIGEN: 38.35 million tokens will be unlocked on August 1st. If the price fails to rebound above $1.50, gradually reduce holdings to avoid short-term selling pressure.
  • Trading against sentiment trends: The sentiment index stands at 41/100. If Whale activity surges by 60 points and BTC holds steady above $64,307.00, consider building positions in phases.

Risk Warnings

  • Risk of concentrated token unlocks: With EIGEN, ZETA, and BEAT tokens unlocking simultaneously on August 1st, be cautious of potential liquidity shortages.
  • Extreme volatility in sentiment: The sentiment index has already dropped by 15.6 points; if it falls below 30, market panic may intensify.
  • Selling pressure from TRUMP: The team has transferred 10.837 million tokens—watch out for short-term price declines caused by inflows into CEXs.
Disclaimer: This report is for informational purposes only and does not constitute investment advice. Crypto assets are highly volatile. Please conduct independent research before making decisions.

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