JL Capital Logo

Bitcoin & Crypto Daily Digest – 2025-07-31

Market Sentiment: mixed

DeFi hacks total $11.81B, with $6.72B in DeFi alone. Risk is real. Restaking as insurance gaining traction; could disrupt traditional models. Aave's umbrella program praised but limited in scale; high premiums. Nexus Mutual seen as a key player but struggles with scaling. Sherlock's private fund model offers high-risk coverage; details scarce. Binance expanding token listing methods; keep an eye on gamified launches. Telegram usernames skyrocketing in value; ownership is the new flex.

Key Narratives

  • Restaking innovation
  • Binance listing strategies
  • DeFi insurance evolution
  • Token ownership as a status symbol

Coins in Focus

USDC, GHO, sUSDE, safuSUSDE, ETH

Sources