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Over the past year, the performance of ETH and its ecosystem has been underwhelming, with the ETH/BTC ratio down by 30% year-to-date. However, it's important to note that BTC has faced a monthly-level correction after hitting resistance at $100,000, while Solana's DEX volumes have seen a significant decline. These shifts suggest that capital is starting to flow back into the ETH ecosystem, with whales quietly accumulating assets over the past year. Several promising projects within the ETH ecosystem and on EVM chains are worth highlighting.




As the regulatory landscape for DeFi and cryptocurrencies in the United States becomes clearer, top-performing DeFi projects with strong profitability are poised to give their tokens genuine value. This could involve using a portion of their profits for token buybacks or directly distributing profits to token holders. If these proposals are implemented, the valuations of these DeFi projects could experience significant upward adjustments. Early market interest has already emerged, making these projects worth investors' attention.


Last week, Vitalik Buterin and CZ hosted the DeSci (Decentralized Science) conference at Devcon, where Vitalik unveiled the first DeSci product. CZ also expressed ambitions to see 1000 DeSci products next year, sparking widespread attention to the DeSci concept across the industry. Key speculative projects, RIF and URO, each surpassed a market cap of $100 million. As the sector continues to grow, DeSci remains an area worth close attention.

- 14:08US July One-Year Inflation Expectations Preliminary at 4.4%, Forecast 5.00%, Previous 5.00%According to ChainCatcher, citing Jinshi, the preliminary one-year inflation expectation in the US for July is 4.4%, compared to the expected 5.00% and the previous value of 5.00%. The preliminary University of Michigan Consumer Sentiment Index for July is 61.8, with an expected value of 61.5 and a previous value of 60.7.
- 14:07Preliminary University of Michigan Consumer Sentiment Index for July in the US at 61.8, expected 61.5According to Jinse Finance, the preliminary University of Michigan Consumer Sentiment Index for July in the United States is 61.8, with an expected value of 61.5 and a previous value of 60.7. (Jin10)
- 14:02Atlanta Fed’s GDPNow Model Projects US Q2 GDP Growth at 2.4 Percent, Unchanged from Previous EstimateAccording to Jinse Finance, the Atlanta Fed's GDPNow model forecasts that the U.S. GDP growth rate for the second quarter will be 2.4%, unchanged from the previous estimate. (Jin10)