Roadmap

Run, train, earn: which GameFi projects to watch in 2024 According to the Messari report, in 2023, about 3.4 billion gamers brought the gaming industry $184 billion. The latter undergoes a paradigm shift once every 10 years, so the rise of the GameFi financial sector can be compared to

According to the latest data, as of June 30, 2025, the holding status of various types of investors in the Bitcoin market has undergone significant changes. Medium-sized investors (holding 10-100 Bitcoins) are the most active, increasing their holdings by 63 Bitcoins in a single day and accumulating an increase of 7,413 Bitcoins over seven days. This group's total holdings have surpassed 4.317 million Bitcoins, setting a new historical high. This may reflect that institutional investors or professional traders are optimistic about the long-term prospects of Bitcoin within the current price range. Small investors (holding 1-10 Bitcoins) also show a positive attitude, continuously increasing their net holdings for two consecutive days, with a total increase of 565 Bitcoins. This indicates that retail investors may be gradually returning to the market. In comparison, large holders (those holding more than 100 Bitcoins) reduced their holdings by 49 Bitcoins. This could be due to portfolio adjustments or considerations for short-term profit-taking. Meanwhile, the smallest scale investors (holding less than 1 Bitcoin) only slightly reduced their holdings by 1 Bitcoin, indicating a relatively stable willingness to hold. From the cumulative data over the past seven days, the market shows a clear trend of differentiation. Medium-sized investors have significantly increased their holdings by 7413 Bits, while other groups have shown varying degrees of reduction. Small holders have reduced their holdings by 547, medium and small holders have decreased by 193, and large holders have decreased by 4350. This position change pattern reflects different judgments by investors regarding the market outlook. Medium-sized investors may be optimistic about long-term development, while other groups exhibit a more cautious attitude, possibly influenced by short-term market fluctuations or other investment opportunities. Overall, the Bitcoin market is experiencing a redistribution of funds. The active entry of medium-sized investors may inject new momentum into the market, but the cautious attitude of other groups should not be overlooked. Investors should closely monitor these trends in position changes to better grasp market dynamics and potential opportunities.

In the rapidly developing digital asset market, several projects have shown significant growth potential. Let's take a closer look at representative projects in five key areas. In the public chain track, Ethereum (ETH) and Solana (SOL) still dominate. Ethereum, as the infrastructure for decentralized applications, still has its core advantages in security and decentralization. Solana, with its high throughput and active developer ecosystem, performs outstandingly in the fields of social and decentralized physical infrastructure networks (DePIN). In Layer 2 solutions, Arbitrum(ARB) stands out. It not only significantly reduces transaction fees but also attracts more developers by supporting multiple programming languages. In the meme coin space, Frog Coin ( PEPE ) showcases an asset model driven purely by community sentiment and culture. Investors need to closely monitor its community activity and market liquidity. Cardano ( ADA ) represents an academically-oriented public chain development path, and its formal verification methods and sustainability concepts are worth noting. In terms of oracle technology, Chainlink(LINK) continues to play a key role in linking on-chain contracts with real-world data. In the field of DeFi, Aave(AAVE), as a pioneer of decentralized lending platforms, provides an important credit foundation for the entire ecosystem. The integration of AI and blockchain has brought about new development directions. Tao Network(TAO) has proposed the innovative concept of AI computing power mining, while Virtual(VIRTUAL) is dedicated to building an AI agent trading market. Finally, in the Solana ecosystem, Raydium(RAY) plays a key role as an important decentralized exchange and liquidity provider in the ecological development. It is important to emphasize that the digital asset market presents both risks and opportunities. Investors should make cautious decisions based on their individual risk tolerance, allocate their investment portfolio reasonably, and avoid putting all their funds into a single project.

Recently, the cryptocurrency market has welcomed a wave of significant token unlocks, with several well-known projects set to release a large number of tokens next week. This series of unlocking events could have a substantial impact on the market prices of the related tokens, and investors are closely monitoring the developments. According to the latest news, approximately 44 million SUI tokens will be unlocked at 8 AM (Beijing time) on July 1, accounting for 1.3% of the current circulating supply, valued at about $122.8 million. Following that, ENA tokens are scheduled to unlock around 40.6 million tokens at 3 PM on July 2, accounting for 0.67% of the existing circulating supply, valued at approximately $10.7 million. In addition, the highly anticipated OP token will unlock approximately 31.34 million tokens at 8 AM on June 30, also accounting for 0.67% of the circulating supply, valued at approximately $17.4 million. It is worth noting that the KMNO and ACX projects are also scheduled for a large-scale unlock at 8 PM on June 30. KMNO will release approximately 229 million tokens, accounting for 10.44% of the circulating supply, valued at about $13.8 million; while ACX plans to unlock 100 million tokens, accounting for as much as 22.61%, valued at around $13.5 million. These upcoming unlocking events will undoubtedly bring new variables to the market. The release of a large number of tokens may increase short-term supply pressure, but it may also provide new entry opportunities for long-term investors. Analysts suggest that investors should closely monitor the fundamental developments of these projects and market responses to make informed investment decisions. As the unlocking date approaches, the cryptocurrency community is actively discussing potential market fluctuations. Some observers believe that this wave of unlocks may lead to short-term price adjustments, but others point out that if the project parties can properly manage the newly released tokens, it could have a positive impact on the development of the ecosystem in the long run. Regardless, the centralized unlocking of this series of important tokens will undoubtedly become one of the focal points of the encryption market in the coming week. Investors and market participants are closely monitoring the developments of these events and the potential ripple effects they may have on the entire cryptocurrency ecosystem.

Recently, there have been new developments in the situation in the Middle East. Although the conflict is still ongoing, neither side has explicitly stated a desire for a full ceasefire. It is noteworthy that the U.S. military has withdrawn some fleet deployments, while Iran is taking steps to rebuild its nuclear facilities. In this complex geopolitical landscape, a notable development is the direct involvement of certain political figures. Some observers believe this may be to exchange a promise of halting attacks in return for protecting the status of specific political figures. This move could temporarily weaken the ripple effects of the Middle Eastern conflict on the global oil market, the US dollar exchange rate, and the cryptocurrency market. However, the situation remains unstable. Movements from all parties could have a profound impact on regional and global circumstances. The international community is closely monitoring the developments, hoping to find a peaceful resolution to the conflict. In this complex international environment, investors and analysts are reassessing the risks and opportunities of various asset classes. Global markets, including energy, currency, and digital asset markets, may experience fluctuations due to these geopolitical changes. The next few days will be crucial, as the actions and statements from all parties may have a significant impact on the direction of the situation. In any case, peace and stability remain the common expectations of the international community.