AirdropEtiquette

Coin World News, Ant LingBot announced the open-source release of LingBot-Video, the world's first video generation foundation model for embodied intelligence. The model is based on a mixture-of-experts (MoE) architecture, designed to improve video generation efficiency. LingBot-Video has a total of 3 billion parameters, with only about 300 million parameters activated during generation. Compared to traditional dense architectures of similar parameter scale, inference efficiency is improved by approximately 3 times. This design enables the model to achieve visual expressiveness from large-scale parameters while being more suitable for the efficient inference requirements of embodied intelligence.

Digital asset tokenization platform Securitize has announced its official listing on the New York Stock Exchange (NYSE) under the ticker symbol "SECZ". The company primarily provides tokenization infrastructure services for capital markets, supporting the issuance and trading of tokenized real-world assets. As a tokenization platform that has achieved a public listing in a regulated financial market, this listing represents a milestone for the industry within traditional financial markets. The funds raised are expected to be used to further optimize its compliance infrastructure and expand its tokenization business scope.

CoinWorld News, Anthropic today announced the launch of a new product "Claude Science."

CoinWorld News, according to CryptoQuant analyst morenodv, the Bitcoin UTXO profit/loss ratio model reading has fallen into a range commonly seen at historical bottoms. The analyst emphasized that the 365-day moving average needs to decline more significantly to prove that the market's long-term profit structure has been reset. Although a short-term rebound caused by short squeezing may occur currently, if the profit/loss ratio fails to be continuously rebuilt, it should not be regarded as a signal of structural recovery. Signs of internal cleanup in BTC have just emerged, and the market still needs to endure more pressure.

Vitalik Buterin points out that obfuscation is a strong primitive for hiding a program’s internal logic while keeping the output in plaintext, and iO is a typical form. If combined with blockchain, obfuscation can enable applications that are nearly trustless, secure, private, and resistant to collusion, but it cannot prevent self-replication or handle stateful currencies. Existing research shows that iO can be achieved under reasonable security assumptions, but the runtime is extremely long—nearly galactic. In the future, it may be possible to optimize the construction through more aggressive lattice assumptions or non-lattice schemes; if successful, it could theoretically implement protocols that are currently described in terms of idealized trusted third parties, though the remaining challenges are still enormous.

$BTC It'll be obvious in hindsight...
During the previous bear market, the deviation below the prior capitulation wick offered a generational buying opportunity.
This cycle has now swept that capitulation wick, which is why I've been aggressively adding to my spot position. It doesn't necessarily mean the bear market bottom is in, but it does suggest this is the time to start buying rather than lowering your targets.
I'm currently 75% allocated to spot and swing long from 59.4K.

🏦 The market crash has hit this Matrixport-linked whale hard.
The whale's holdings of 120,000 $ETH ($187M) and 500 $BTC ($29.33M) are now sitting on a loss of more than $92.5M.
$BTC $ETH

CoinWorld News: Micron Technology (MU) reported in its third-quarter earnings released on Wednesday that revenue reached $41.5 billion, beating Wall Street expectations of $35.7 billion, driving the stock up 16% in pre-market trading. The company expects fourth-quarter revenue to be about $50 billion, well above the market’s forecast of $43.2 billion. Micron CEO Sanjay Mehrotra said supply shortages are expected to continue beyond 2027. The earnings report boosted confidence across the AI storage industry, driving up AI-related stocks, and even provided a slight lift to the crypto market. Bitcoin (BTC) rebounded to $61,667.29 after the market closed, but Micron’s strong performance could lead to more liquidity flowing out of the crypto market.

CryptoWorld News reports that the U.S. Senate has passed a ban on a Central Bank Digital Currency (CBDC), prohibiting the Federal Reserve from creating a CBDC or similar digital assets before 2030.

Crypto界网消息，Maji Huang Licheng has reduced 420.00 ETH in long positions, approximately $716,058.00. The current position size is $2,820,552.00, with an average price of $1,721.01, and a current profit and loss of -$70,747.92 (-62.71%). The current ETH price is $1,678.90, and the liquidation price is $1,671.88. This trader previously profited from blue-chip NFTs, but since October this year, they have experienced massive drawdowns, with funds shrinking from over a hundred million to several hundred thousand dollars.

The Wall Street Journal investigation alleges that Polymarket paid creators to produce simulated trading and fake profit videos to promote the platform, with creators filming videos that closely resemble the real site, some of which involved significant profits that did not actually occur, and some videos were approved by Polymarket. The company manages influencer outreach through Virality, and despite restrictions in the United States, it still reaches U.S. users and maintains multimillion-dollar promotional collaborations with influencer Adin Ross.

Jiby News reports that Algorand is planning new account and consensus mechanisms to defend against the threat of quantum computing to cryptography. The layer-one blockchain has released its plan, and network infrastructure updates are expected by the end of 2027. Bruno Martins, Chief Technology Officer of the Algorand Foundation, said these updates are intended to provide broad quantum resistance for the network. Algorand is the latest cryptographic project to plan for quantum computing. Martins also noted that governments around the world and security experts are preparing for a future in which quantum computing could potentially disrupt existing encryption systems.

According to Reuters, the French cybersecurity agency ANSSI stated that starting from 2027, they will cease to certify security products that do not have quantum-resistant encryption capabilities, and they recommend that companies only purchase quantum-resistant products by 2030. ANSSI certification is an important prerequisite for French government agencies and critical infrastructure when procuring security products, and this policy is equivalent to promoting the gradual phase-out of old encryption systems. Industry insiders say that commonly used blockchain signature algorithms such as ECDSA may be among the first systems to face impact.

summer plan + my altcoin watchlist
(charts in comments)
thoughts:
- we've seen strength in certain altcoin sectors
- bitcoin still looks weak and hasn't given a trigger yet
- many of the stronger altcoins broke their uptrend structure or key levels after the rally = corrections likely?
plan:
Bitcoin
- still don't think Bitcoin is worth it until it gives a trigger, - still think it needs more time and potentially more downside before mini down cycle resolves
- still very bullish on previous cycle continuation while mini cycle correction forms in line with 4 year cycle
Altcoins
- still think it's worth noting down the strongest altcoins from the past few months
- we've seen altcoin strength while bitcoin was weak
- note down ideal buy zones and triggers in case of a bigger correction
- maybe they show early outperformance again once Bitcoin bottoms, shows strength, or stops nuking everything = ensure having a clear setup with trigger and invalidation
Overall, take it slow, enjoy (euro)summer, and play the stronger altcoins. Don't turn into a macro pessimist because you'll miss the reversal.
Watchlist
AI
- VVV
- NEAR
- WLD
Pokemon
- CARDS
Privacy
- ZEC (idk about the situation but watching)
Hyperliquid
- HYPE
Darkhorses
- BNB
- MEGA
- NL (as worldcup winner)
(altcoin charts in comments)

CryptoWorld News reports that White House official Patrick Witte stated that their goal is to pass a clear cryptocurrency bill before July 4.

CryptoWorld News: The Office of the Emir of Qatar announced that the Emir of Qatar had a phone call with U.S. President Donald Trump, during which they discussed the latest regional and international developments, especially those related to diplomatic efforts to ease regional tensions. The Emir of Qatar and the U.S. President reviewed the consultations and the outcomes of the understanding reached between the U.S. and Iran. Progress has been made on the understanding plan proposed within the framework of the negotiation process. The U.S. President confirmed that the understanding reached has been approved by all relevant parties and has the participation and support of several friendly countries, including Qatar. Currently, all parties are continuing efforts to finalize the relevant procedures and prepare for the announcement of the agreement signing.