Bitget Daily Digest (7.11)｜BTC Hits New All-Time High, $MOVE $IO $IMX Face Major Unlocks, Grayscale Updates “Assets Under Consideration” List

Today’s Preview

1. Delysium (AGI) unlocks about 106 million tokens today, 5.97% of circulating supply
2. Immutable (IMX) unlocks 24.52 million tokens, 1.31% of circulating supply
3. Movement (MOVE) unlocks about 50 million tokens, 1.92% of circulating supply
4. io.net (IO) unlocks about 13.29 million tokens, 7.87% of circulating supply

Macro & Hot Topics

1. Trump touts achievements: Crypto “blasting through the ceiling.” President Trump stated on social media: Tech stocks, industrials, and the Nasdaq all hit all-time highs! Crypto is “blasting through the ceiling.” Since Trump started imposing tariffs, Nvidia is up 47%. The U.S. is imposing hundreds of billions in tariffs. The country is “back.” Great honor! The Fed should quickly cut rates to match this strength. America should be “number one.” No inflation!!
2. Ethereum Foundation reorganizes ecosystem team to focus on four key areas. With ecosystem growth accelerating, the Ethereum Foundation announced a major restructuring of its Ecosystem Development (EcoDev) team, focusing on ecosystem acceleration, amplification, support, and long-term unlocking. New efforts include new teams for enterprise relations, developer growth, app relations & research, and founder success; boosts to digital content, strategic events, local communities, and automation. Grants programs will be optimized, global policy and academic collaborations increased, and overall Ethereum tech and social infrastructure made more robust and widespread.
3. Grayscale updates “assets under consideration,” now evaluating 31 new tokens. In addition to updating its existing fund lists, Grayscale’s new consideration list includes: Smart contract platforms (Aptos, Arbitrum, Celo, Mantle, Toncoin, MegaETH, Monad); financial projects (Aerodrome, Binance Coin, DeepBook, Ethena, Euler, Hyperliquid, Jupiter, Kamino Finance, Lombard, Maple Finance, Morpho, Pendle, Plume Network); consumer & culture (Bonk, Playtron); AI (Aixbt, Grass, Prime Intellect, Story, Virtual); utility & services (Jito, LayerZero, Walrus, Wormhole). The list is updated quarterly and token inclusion is based on internal controls, custody readiness, and regulation—not a guarantee for a future product.
4. REX Shares files for leveraged TRON ETF. REX Shares submitted an application for the “T-REX 2X Long TRON Daily Target ETF” to the SEC, aiming for 200% of TRON’s daily performance. The fund uses swap agreements to gain spot or derivatives exposure to TRON. The sponsor is REX Shares, LLC; custodian not yet listed.

Market Updates

5. XRP, ADA, $MOODENG, $AAVE, $LINK led perpetual net outflows, signaling possible trading setups.

Institutional Views

News Updates

1. Fed’s Waller: Stablecoins could boost global USD demand
2. Shanghai SASAC convenes to assess crypto and stablecoin trends and strategies
3. U.S. Treasury withdraws crypto broker reporting rule
4. EU regulators reviewing Malta’s crypto fast-track licensing
5. Trump: We’ll announce all remaining countries must pay tariffs (20% or 15%)

Project Developments

1. BlackRock’s ETH buying surpassed BTC for the first time
2. GMX: $40M hack stemmed from OrderBook contract re-entrancy bug
3. Data: Corporates added a record 159,107 BTC in Q2
4. Viction Foundation opens VIP#5 vote—2.5M $VIC for Retrodrop S2
5. Trump’s Truth Social teases utility token, heavily promotes “Patriot” subscription
6. Telegram founder: Snoop Dogg’s digital collectibles on Telegram sold out, raising $12M
7. BGB Q2 2025 burn plan announced—burns worth $138M
8. WLFI token transfer proposal now open for voting—support rate at 99.93%
9. Jupiter Mobile v3 coming in Q3
10. YZi Labs announces strategic investment in Aspecta

X Highlights