PA Daily | Pandu Bitcoin ETF will become the first similar product in Hong Kong this year; Trend Research sold about $151 million of ETH today to repay Aave loans

Cantor Fitzgerald plans to reach a SPAC deal of more than $4 billion with Bitcoin pioneer; SharpLink Gaming still has about $257 million in funds for subsequent ETH acquisitions; PayPal supports PYUSD on Arbitrum, Ethereum and Solana networks.

Today's news tips:

SharpLink Gaming still has about $257 million in funds for subsequent ETH acquisitions

Linekong Interactive established LK Crypto Division to accelerate the layout of Web3 and RWA, and its stock price rose 25.5% in 24 hours

Pandu Bitcoin ETF will be listed on July 18, becoming the first similar product in Hong Kong this year

PayPal co-founder Peter Thiel holds 9.1% of BitMine shares

Momentum 6 Partners: Altcoins may usher in a strong cycle of 1 to 2 months, and Bitcoin is expected to exceed $150,000

Arthur Hayes: Ethereum Season is Coming, DeFi and NFT Markets May Welcome New Opportunities

Pump.Fun is suspected to have transferred 98,000 SOL to the repurchase address, worth about 16 million US dollars

Trend Research sold nearly 49,000 ETH today to repay Aave loans, worth about $151 million

Regulatory/Macro

Linekong Interactive established LK Crypto Division to accelerate the layout of Web3 and RWA, and its stock price rose 25.5% in 24 hours

Linekong Interactive Group, a Hong Kong-listed company, announced the establishment of the "LK Crypto" division to accelerate the layout of Web3 and RWA-related businesses. The LK Crypto division will coordinate all Web3 and crypto asset-related businesses under the group, including mainstream crypto asset management such as Bitcoin, Ethereum, Solana, and crypto asset management of participating companies (such as LK Venture, Marsbit, Element, etc.). In the future, the group will continue to increase investment in crypto asset allocation, Web3 project incubation, content ecosystem construction and international cooperation, and build a Web3 capability center at the group level. According to relevant data, Linekong Interactive rose 25.5% in 24 hours and is currently quoted at HK$0.62.

Hong Kong-listed company Jiufang Zhitou plans to raise HK$746 million through rights issue to invest in stablecoin operators

According to an announcement from the Hong Kong Stock Exchange, Hong Kong-listed company Jiufang Investment announced that it plans to allot up to 20 million shares at a price of HK$39.25 per share. The expected net proceeds are HK$746 million, which will be used to cultivate and develop on-chain financial resources and make strategic investments in RWA underlying assets, digital asset exchanges, digital asset trust banks and stablecoin operators. In addition, the company also stated that it will deploy digital asset services, build the underlying architecture for digital asset transactions and asset management, and develop digital asset investment services for C-end customers. It will also take "AI+research" as its core strategy, combine the characteristics of digital asset investment, and rely on MCN operations to explore new models of digital asset investment advisors and supplement working capital.

Pandu Bitcoin ETF will be listed on July 18, becoming the first similar product in Hong Kong this year

According to Sina Finance, Pandu Co., Ltd. announced that its Pandu Bitcoin ETF (02818.HK) will be officially listed on the Hong Kong Stock Exchange on July 18, becoming the first Bitcoin ETF approved for listing in Hong Kong this year. This product closely tracks the price of Bitcoin, and investors can trade in cash or physical redemption, further enriching local digital asset investment tools and providing investors with new options for compliant participation in the cryptocurrency market.

PayPal co-founder Peter Thiel holds 9.1% of BitMine shares

According to the latest SEC disclosure documents, PayPal co-founder Peter Thiel, through his related entities, holds a total of 5,094,000 common shares of BitMine Immersion Technologies, Inc. (stock code: 09175A206), accounting for 9.1% of the company's issued shares. Earlier this week, it was reported that the listed company BitMine disclosed that its ETH holdings were approximately 163,100, worth more than US$500 million.

The U.S. House of Representatives will hold a procedural vote at 12:20 p.m. tomorrow (EST)

According to Eleanor Terrett, the U.S. House of Representatives has scheduled a new round of procedural votes at around 12:20 noon tomorrow (EST). If the procedural vote passes, it will then enter the debate and final vote stage.

UK releases wholesale financial market digitalization strategy to promote DLT and stablecoin innovation

According to the official website of the British government, the British government has announced a strategy for the digitalization of wholesale financial markets, which explicitly supports the application of distributed ledger technology (DLT) and asset tokenization in the field of wholesale finance. The strategy proposes that the government will promote the industry to identify the best application scenarios of DLT, support the tokenization of financial assets and the digitization of post-trading processes, and test a variety of digital payment solutions including stablecoins through the "Digital Securities Sandbox". In addition, the UK will improve relevant legislation and regulatory frameworks, encourage the industry to form cross-market alliances, drive digital innovation, and consolidate its leading position in global financial technology.

Viewpoint

Momentum 6 Partners: Altcoins may usher in a strong cycle of 1 to 2 months, and Bitcoin is expected to exceed $150,000

Dennis Liu, general partner of Momentum 6, said that after Bitcoin broke through $123,000, altcoins may have a window of 1 to 2 months to make up for the rise. In addition, he said that Bitcoin is expected to hit the $150,000 mark. He reviewed the performance of Bitcoin after several key breakthroughs in the past, such as from 30,000 to 44,000, 455,000 to 71,000, and from 71,000 to 105,000 after Trump's victory. After each surge, altcoins usually have a 3 to 5 week opportunity to rise rapidly. At present, payment tokens such as XRP, XLM, HBAR, etc. have begun to rise, while large-cap currencies such as BNB, LINK, and ADA are still at a low level and may become the next target of capital rotation. In addition, Solana ecology and emerging projects such as SUI and APTOS are also worth paying attention to. He reminded investors to focus on blue-chip coins and currencies that have not yet been launched, while being cautious and avoiding blindly chasing or greedy. It is expected that if Bitcoin rushes to $150,000, the top 20 currencies by market value may collectively make up for the rise. Related reading: Historical signals reappear: After Bitcoin reaches $120,000, how will the rotation script of altcoins unfold?

Arthur Hayes: Ethereum Season is Coming, DeFi and NFT Markets May Welcome New Opportunities

Arthur Hayes, co-founder of BitMEX, said in a post that the "Ethereum Season" has arrived, and the DeFi and NFT markets are expected to benefit and usher in a new round of development. In addition, Arthur Hayes also changed his social media avatar to CryptoPunk, showing his optimism about the Ethereum ecosystem. He also said that it is a leader in all DeFi verticals.

Project News

Caldera (ERA) Launched on Binance HODLer Airdrop

The 27th project Caldera (ERA) is now available for Binance HODLer Airdrop. Users who subscribe to the earning product through BNB between 08:00 on July 1, 2025 and 07:59 on July 6 will receive an ERA airdrop allocation of 20,000,000 ERA, accounting for 2% of the maximum supply. ERA trading will be launched at 23:30 on July 17, and will support multiple trading pairs such as USDT, USDC, BNB, and seed tag trading rules will apply. The total supply of ERA genesis tokens is 1 billion, and the listed circulation is 148,500,000 ERA, accounting for 14.85% of the maximum supply. The token smart contracts are deployed on Binance Chain and Ethereum chain respectively, and the listing fee is 0. In addition, ERA will be launched in the Alpha event, but will no longer be displayed after spot trading is opened. More details and research reports will be released within 48 hours of the announcement.

Binance Announcement: Bonding Curve TGE Event Postponed Due to Technical Issues

Binance officially announced that due to technical problems, the original launch time of the Bonding Curve TGE event has been postponed. According to previous news, Binance Wallet will conduct the Hyperion (RION) Bonding Curve version of TGE from 4 to 6 pm on July 16.

PayPal Supports PYUSD on Arbitrum, Ethereum, and Solana Networks

PayPal updated its cryptocurrency terms of service on July 16, 2025, explicitly supporting the issuance and use of PYUSD stablecoins on the Arbitrum network. PYUSD is issued by Paxos and is fully backed by U.S. dollars, U.S. Treasuries and other highly liquid assets as reserves, with a fixed price of $1. Users can buy, sell, convert or send PYUSD through the PayPal Cryptocurrency Center, but they need to choose the correct supported blockchain network (including Arbitrum, Ethereum and Solana).

Hyperion announces RION token economics: 5% airdrops, 30% liquidity incentives

The Hyperion platform token economics includes two tokens: RION and xRION. RION is the platform's native transferable utility token, and users can obtain xRION by staking RION. xRION is a non-transferable governance token that represents long-term commitment and protocol participation. It can be used for governance voting, Launchpad allocation, and whitelist qualification applications, and is also eligible for staking rewards. The distribution ratio of RION is: 30% for liquidity incentives,

Pump.Fun is suspected to have transferred 98,000 SOL to the repurchase address, worth about 16 million US dollars

Information on the chain shows that Pump.Fun has allegedly transferred 98,000 SOLs to the repurchase address, worth about $16 million. Earlier, there was market news that Pump.Fun launched the first round of PUMP repurchases.

Important data

Trend Research sold nearly 49,000 ETH today to repay Aave loans, worth about $151 million

According to Lookonchain monitoring, Trend Research sold 48,946 ETH (about $151 million) today to repay its loan on the Aave platform. Previously, the institution borrowed money to purchase a total of 184,115 ETH between February 26 and June 20 this year, with a total cost of about $390 million and an average purchase price of about $2,118.

Bitcoin spot ETFs received $403 million in inflows yesterday, marking the ninth consecutive day of net inflows

According to SoSoValue data, Bitcoin spot ETFs recorded a net inflow of $403 million on July 15 (EST), of which BlackRock's IBIT had a net inflow of $416 million, VanEck's HODL had a net inflow of $18.9854 million, and Grayscale's GBTC had a net outflow of $41.2157 million. The current total net asset value of ETFs is $149.657 billion, accounting for 6.46% of the Bitcoin market value.

Ethereum spot ETF received $192 million in inflows yesterday, marking the eighth consecutive day of net inflows

According to SoSoValue data, yesterday (July 15, Eastern Time), Ethereum spot ETFs had a net inflow of $192 million, marking the eighth consecutive day of net inflows. Among them, BlackRock's ETHA had a net inflow of $172 million per day, and Fidelity's FETH had a net inflow of $12.2223 million. The total net asset value of ETH spot ETFs reached $14.218 billion, accounting for 3.87% of Ethereum's market value.

A whale organization sold 15,000 ETH through Wintermute in the past 8 hours

According to Ember, the whale/institution that made a profit of $30.45 million through two ETH band operations has reduced its holdings of 15,000 ETH (about $46 million) again through Wintermute in the past 8 hours. The institution bought 132,000 ETH at an average price of $2,540 in the third round from June 11 to 22, and began to sell them in batches on July 9. So far, 88,592 ETH have been sold for $246 million USDC, with an average selling price of $2,779, and a profit of $21.17 million has been realized. It still holds 45,000 ETH (about $141 million), with a floating profit of $26.86 million.

Institutional holdings

SharpLink Gaming still has about $257 million in funds for subsequent ETH acquisitions

SharpLink Gaming announced that since the launch of the ETH strategy on June 13, 2025, its ETH Concentration indicator has increased from 2.00 to 2.46, an increase of 23%. This indicator measures the value of Ethereum support behind every 1,000 shares of SBET. The company currently still has about $257 million in funds for subsequent ETH acquisitions. According to previous news, SharpLink raised about $413 million in net proceeds between July 7 and 11, of which about $156 million has been invested in ETH.

Cantor Fitzgerald plans to reach a SPAC deal worth more than $4 billion with Bitcoin pioneer

According to the Financial Times, Cantor Fitzgerald is in late-stage negotiations with Adam Back, an early Bitcoin supporter and founder of Blockstream Capital, on a Bitcoin acquisition deal totaling more than $4 billion. The deal involves Cantor's SPAC company Cantor Equity Partners 1, which plans to acquire more than 30,000 Bitcoins and plans to further increase its holdings of digital currencies through external financing.

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Author: PA日报

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