Full Report · 4 chapters
On-Chain Events Calendar (Issue 21 · Week 30, 2026)
AI Quick Read
1
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.
| Token | Unlocking Date | Unlocked Quantity | Circulation Percentage | Unlocking Type |
|---|---|---|---|---|
| ARB | 2026-08-03 | 15.0M | 22.68% | cliff |
| APT | 2026-08-03 | 11.2M | 133.12% | cliff |
| APT | 2026-08-03 | 8.8M | 103.53% | cliff |
| ARB | 2026-08-03 | 92.5M | 139.85% | cliff |
| STRK | 2026-08-05 | 64.0M | 94.86% | cliff |
| ONDO | 2026-08-11 | 50.0M | 102.68% | cliff |
| WLD | 2026-08-13 | 8.0M | 21.32% | cliff |
| OP | 2026-08-19 | 24.0M | 104.97% | cliff |
| OP | 2026-08-19 | 6.0M | 26.24% | cliff |
| AVAX | 2026-08-20 | 3.2M | 74.11% | cliff |
| IMX | 2026-08-21 | 15.0M | 178.05% | cliff |
| PENDLE | 2026-08-22 | 8.0M | 466.07% | cliff |
| TIA | 2026-08-22 | 30.0M | 316.75% | cliff |
| SEI | 2026-08-22 | 16.0M | 23.76% | cliff |
| BLUR | 2026-08-23 | 12.0M | 42.09% | 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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