Bitget Daily Digest (7.15): Trump May Provide Aid to Ukraine, Aave’s Net Deposits Surpass $50B, Major Unlocks for $STRK and $SEI

远山洞见2025/07/15 02:44

By:远山洞见

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Today’s Preview

The US June YoY CPI (unadjusted) will be announced today; previous reading: 2.40%.
The US June MoM CPI (seasonally adjusted) will also be released today; previous reading: 0.10%.
Sonic Labs will randomly open the first phase of S token airdrop claims from July 15 to 22.
Starknet (STRK) will unlock 127 million tokens today, accounting for 3.53% of the circulating supply.
Sei (SEI) will unlock about 55.56 million tokens, or 1.00% of circulating supply.

Macro & Hot Topics

1. Trump: Billions in Military Aid for NATO to Support Ukraine

Donald Trump stated he will ramp up US military equipment production for NATO to support Ukraine and expressed dissatisfaction with Russia. NATO Secretary General Mark Rutte also commented that European countries are “intensifying” their arms supplies and will swiftly deliver equipment to Ukraine.

2. Aave's Net Deposits Surpass $50 Billion—First DeFi Project to Hit This Milestone

According to Aave’s founder, the protocol is seeing increased adoption among traditional financial institutions and has become the first DeFi project with net deposits exceeding $50 billion. The figure represents the total of all assets supplied minus outstanding loans across 34 on-chain markets. This breakthrough aligns with the ongoing DeFi recovery: total TVL (Total Value Locked) across DeFi has approached $120 billion for the first time since December 2024, with Ethereum-based lending protocols making up over $63 billion of TVL. DefiLlama data shows Aave’s TVL is $29 billion, almost half of that amount. Several upgrade proposals—like the Aave V4 upgrade introducing account abstraction and native RWA vaults—are being discussed, along with Bitcoin Layer2 support and expanding Aave’s GHO stablecoin to more chains.

3. Kazakhstan to Invest Gold and FX Reserves, Sovereign Wealth Fund Into Crypto

Kazakhstan's central bank governor Timur Suleimenov says they’re considering allocating a portion of gold and FX reserves and national wealth fund assets into crypto. Inspired by Norway, the US, and Middle Eastern funds—some directly holding cryptocurrencies, some preferring ETFs or crypto stocks—Kazakhstan is exploring a more aggressive strategy for higher returns, but acknowledges the high volatility of these assets and advises caution. The country also plans to establish state crypto reserves to hold confiscated digital assets and may include tax-backed assets derived from state mining activities, following examples set by other countries.

4. Bankless: Ethereum Ecosystem Is Poised for a New Bull Run—‘It’s Just Getting Started’

With ETH staking at all-time highs, TradFi building ETH yield and stablecoin channels, and renewed investor confidence, the stage is set for a strong new bull run in the Ethereum ecosystem. Key sectors to watch for ETH exposure:

Base ecosystem tokens: MORPH, AERO, and AI coins like VIRTUALS.
Ethereum reserve company stocks: SBET, BMNR, BTBT.
ETH-linked meme coins: SPX, MOG, PEPE.

Bankless concludes Ethereum is favorably positioned—staked ETH at record highs, institutional inflows, growing Wall Street interest, with DeFi, AI tokens, ETH reserves, and memes all worth attention. Ethereum is transitioning from an asset to core infrastructure, and this run has only just begun.

Market Updates

1. $BTC slipped after hitting new highs, with $770 million liquidated over the past 24H—mostly short positions.

2. Investors await US inflation data; S&P 500 barely in the green; oil down 3%.

Bitget Daily Digest (7.15): Trump May Provide Aid to Ukraine, Aave’s Net Deposits Surpass $50B, Major Unlocks for $STRK and $SEI image 1

3. Bitget BTC/USDT Liquidation Map: At the current price of 119,295 USDT, a drop to 117,295 (~2k lower) would trigger over $795 million in cumulative long liquidations. A jump to 121,295 (~2k higher) would trigger over $519 million in short liquidations. With long liquidation risk much higher, users are advised to manage leverage prudently to avoid mass liquidations during volatility.

Bitget Daily Digest (7.15): Trump May Provide Aid to Ukraine, Aave’s Net Deposits Surpass $50B, Major Unlocks for $STRK and $SEI image 2

4. BTC spot flows: $4B in/out over the past 24 hours, resulting in net zero flow.

Bitget Daily Digest (7.15): Trump May Provide Aid to Ukraine, Aave’s Net Deposits Surpass $50B, Major Unlocks for $STRK and $SEI image 3

5. Contract net outflows led by $XRP, $SOL, $DOGE, $ETH, $PEPE, presenting potential trade opportunities.

Bitget Daily Digest (7.15): Trump May Provide Aid to Ukraine, Aave’s Net Deposits Surpass $50B, Major Unlocks for $STRK and $SEI image 4

Institutional Views

Bernstein: The crypto bull market could extend into 2026, forecasting bitcoin to hit $200,000 by late 2024 or early 2025. Source
Greeks.live: The community is overwhelmingly bullish, with most traders eyeing $130,000 as the next key resistance. Source
QCP: Remains structurally bullish on bitcoin, though prefers to buy on pullbacks. Source

News Updates

Trump: The Fed should cut rates to below 1%.
Kazakhstan plans to allocate gold and FX reserves, and sovereign wealth fund assets to crypto.
Hungary’s new legislation classifies crypto trades as criminal activity (effective this month).
US Fed, FDIC, and OCC issue joint statement clarifying rules for banks holding client crypto assets.

Project Developments

Movement: $MOVE repurchase completed, with about 180 million tokens bought back by the foundation.
Linea: Tokenomics will be announced late July; TGE date is still TBD.
Kamino integrates xStocks, bringing tokenized stocks as collateral options.
Jito plans to create a sub-DAO to drive protocol development and enhance JTO value.
Decentralized lending protocol Aave surpasses $50B in net deposits.
Pump.fun transferred 13.75 billion $PUMP from project wallet to Wintermute address.
Ondo Finance acquires Strangelove to accelerate full-stack RWA platform development.
Bitcoin improvement proposal BIP-119 may reach consensus by year end.
Virtue, the first native stablecoin protocol in the IOTA ecosystem, is live, and integrated with Swirl and Pools.
The "silent whale": 40,000 BTC moved after 14 years of dormancy, with no further action for now.

X Highlights

1. Jason Chen: “Bitcoin’s Quiet Highs—Google Trends Divergence, Retail Cooling Off”

In the past decade, every BTC rally was matched by soaring Google search interest, indicating strong retail FOMO. However, the current move from $90K to nearly $120K hasn't seen the same surge, signaling diminished retail engagement—now largely driven by existing players and institutions. Even record prices aren't triggering widespread FOMO—this divergence is worth noting. Link

2. AU: “Clanker V4 Quietly Takes Off—Focus Returns to Ecosystem Blue Chips”

After 4 days of quiet, Clanker V4 finally surged as Uniswap V4 compatibility, multi-platform rollout, and one-click token launches were introduced. With market attention on mamo/coinbasewallet, it's a good time to revisit core Clanker assets—CLANKER and BNKR—and seek 2nd tier gems like fair, noice, i, native, QR. Focus on ecosystem hubs and capital flows. Link

3. Nick Tomaino: “ETH’s True Value—Scarcity, Ecosystem Breadth, and ETF Era Demand”

ETH is even scarcer than BTC, boasts dominant market shares across stablecoins, RWA, NFT, DeFi, prediction markets, Web3 gaming, and more. With staking yields at ~2% APR and ETFs set to make it even more accessible, ETH’s supply-demand setup is extremely favorable. For global asset allocation, few targets offer ETH’s market moat. Link

4. Phyrex: “CPI Data the Near-Term Focus—BTC May Fill Gaps Without Crashing”

Volatility is limited; all eyes are on tomorrow’s US CPI. Most institutions expect higher-than-previous inflation, potentially delaying Fed rate cuts, but focus is shifting toward next Fed leadership and even ‘1% rates’—so downside reactions should be muted. BTC has a URPD gap at $114,200 that, by historical tendency, should eventually fill—gaps can fill via up or downside, so remain flexible. In the short term, watch post-CPI sentiment and URPD structure changes. Link

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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