OKB falls below the $80 mark

From June 24th to 26th, AAVE prices rose from about $72 to about $95, and then fell back to about $85. On June 30th, the number of new AAVE addresses reached 1806, which is about 9 times the daily average of 200 in spring. From June 24th to 30th, the daily increase in new addresses was 4 to 9 times the benchmark level, with active addresses remaining above 2200 throughout the week and reaching a peak of 3144 on June 26th, driven by Aave's V4 Global Dollar Hub message. （Santiment）

Japanese listed company Metaplanet released its revenue performance for Bitcoin revenue generating business in the second quarter of fiscal year 2026, achieving a revenue of 1.747 billion yen in the second quarter and a cumulative revenue of 4.717 billion yen in the first half of the year. Over the past 12 months, the cumulative revenue from Bitcoin revenue generating business reached 11.396 billion yen.

CryptoQuant analyst Darkfost pointed out that the monthly average of retail Bitcoin inflows into Binance has dropped to 329 BTC per day, the lowest level in the platform's history. The peak of the 2021 cycle was 2690 BTC per day, and in 2018 it was 3700 BTC per day. Analysts believe that the decline in retail participation is due to retail investors investing in assets other than Bitcoin, spot Bitcoin ETFs attracting investors, or retail investors turning to long-term holding strategies. Although Binance spot trading volume still dominates, the potential selling pressure represented by retail inflows is far less than in previous cycles, and the market structure is evolving towards institutionalization.

Japanese listed company Metaplanet increased its holdings of 2823 bitcoins, bringing its total holdings to 43000 BTC.

On chain analyst @ ali_charts monitoring shows that in the past 30 days, retail investors and whales have simultaneously increased their holdings of BTC. Retail investors holding less than 1 BTC and medium-sized whales holding 10 to 100 BTC have increased their buying efforts, while large institutions and whales holding 1000 to 100000 BTC have stopped selling and turned to net buying.