Bitget Daily Report (July 3) | SEC Halts Grayscale ETF Conversion; OpenAI Denies Tokenized Shares on Robinhood

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The cryptocurrency and financial markets remain in dynamic flux as regulatory actions, macroeconomic indicators, and technological innovations shape investor sentiment. Today’s developments highlight growing scrutiny from regulators, evolving market structures, and increasing convergence between traditional finance and blockchain-based assets.


🔍 Market Outlook: Key Events Today

Stay ahead of the curve with these critical economic releases scheduled for today:

These figures will offer vital clues about labor market strength and could influence Federal Reserve policy expectations—particularly around potential rate cuts later this year.

👉 Discover how macro trends impact crypto volatility and where smart money is moving next.


🏛️ Macro & Top Headlines

SEC Pauses Grayscale's Crypto ETF Conversion

In a surprising reversal, the U.S. Securities and Exchange Commission (SEC) has paused the conversion of Grayscale’s Digital Large Cap Fund into an exchange-traded fund (ETF), just one day after signaling approval. The regulator cited the need for further review, casting uncertainty over the near-term prospects of spot crypto ETFs beyond Bitcoin and Ethereum.

Notably, the fund in question holds approximately:

It currently trades over-the-counter among qualified investors. This pause underscores the SEC’s cautious stance toward broader crypto ETF approvals, including pending applications for SOL, XRP, and DOGE-based ETFs.

U.S. Treasury Secretary Hints at Early Rate Cut

Treasury Secretary Scott Bessent suggested that the Federal Reserve may cut interest rates as early as September—or even before. He attributed this outlook to mild inflationary impacts from existing tariffs under the Trump administration.

“If the Fed follows the data, they might act earlier than September. But a cut before September is certain,” Bessent stated, adding that internal policy confusion—what he called “tariff turmoil syndrome”—could also be affecting central bank decisions.

Markets are closely watching inflation and employment data to assess the timing of monetary easing.

OpenAI Rejects Robinhood’s Tokenized Shares Offering

OpenAI has publicly denied any involvement with Robinhood’s launch of tokenized private shares for EU users, including those of OpenAI and SpaceX. In a clear statement, OpenAI said:

“We are not partnering with Robinhood, nor do we endorse or participate in this offering.”

Robinhood defended its product by clarifying that it offers blockchain-based price-tracking contracts, not actual equity stakes. However, OpenAI emphasized that all share transfers require company approval—making the listing unauthorized.

This clash highlights growing tension between decentralized financial innovation and corporate governance in pre-IPO equity tokenization.

Warning: Dozens of Fake Wallet Extensions Target Firefox Users

Cybersecurity firm Koi uncovered over 40 counterfeit crypto wallet extensions on Mozilla’s Firefox add-ons store. These malicious plugins mimic trusted brands like MetaMask and Coinbase Wallet, stealing sensitive inputs—especially 12- or 24-word recovery phrases—by logging keystrokes longer than 30 characters.

Key red flags:

Users are urged to verify extensions directly through official websites and avoid installing wallet tools from unverified sources.

👉 Secure your digital assets with best-in-class storage solutions and stay protected from phishing scams.


📈 Market Movements & On-Chain Data

Bitcoin Surges Toward $110K Amid Massive Liquidations

Bitcoin ($BTC) showed strong momentum, briefly approaching **$110,000**, driven by short squeezes and institutional inflows. Over the past 24 hours:

According to Bitget’s BTC/USDT clearance map (current price: ~$108,751):

With higher short-side exposure, bulls have structural leverage—though traders should remain cautious about over-leveraging.

Net Outflow in BTC Spot Flows

Despite price strength:

This suggests profit-taking or rebalancing amid bullish sentiment.

Top Net Outflow Contracts Signal Trading Opportunities

Assets with significant net outflows over the past 24 hours include:

Such movements often precede price corrections or consolidation phases—offering potential entry points for contrarian traders.


🧠 Institutional Insights

Industry leaders are adjusting their outlooks based on current market dynamics:

These views reflect cautious optimism tempered by seasonal and structural headwinds.


🔁 Project Updates & ETP Launches

First Native SOL Staking Reward ETF Lists in U.S.

The SSK ETF has launched in the United States, offering investors direct exposure to Solana with native staking rewards—a milestone for proof-of-stake ETF innovation.

Valour Launches 8 SEK-Denominated Crypto ETPs

Valour introduced eight new exchange-traded products priced in Swedish krona, covering:

This expands retail access to diversified crypto exposure in Nordic markets.

Ondo Finance Announces Summer Launch of On-Chain U.S. Stock Platform

Ondo Global Markets, a blockchain-based platform for tokenized U.S. equities, is set to go live this summer—bridging traditional capital markets with DeFi infrastructure.

Other developments:


💬 Social Pulse: What Experts Are Saying

Why Liquidation Maps Matter – @Crypto_Painter

In futures trading, every gain comes at the expense of a losing counterparty. To lock in profits, price movement must trigger opponent liquidations.

“Liquidation maps reveal where the ‘pain points’ are—where large volumes of longs or shorts are clustered. Watching these helps predict breakout sustainability. For big players, liquidations are the perfect exit ramp.”

Understanding these zones allows traders to anticipate reversals and avoid being caught in cascading margin calls.

Geopolitical Shifts & Market Focus – @Phyrex

The brief public rift between Trump and Musk has cooled—highlighting how political dependencies (e.g., SpaceX contracts) can temper personal disagreements.

Now, markets focus on:

Bitcoin remains resilient: low turnover, steady climb, no systemic risks visible.

Plume Leads RWA Democratization – @ChenJianJason

Following a meeting with former President Trump, Plume became the first RWA (real-world assets) blockchain integrated with USD1. Its user-driven protocol Nest enables retail investors to deposit stablecoins and gain fractional ownership in real assets like oil and gas firms—with monthly profit distributions.

“This is RWA democratization: no high minimums, no gatekeepers.”

But challenges remain: transparent auditing of off-chain profits is essential. The space needs trusted third-party verifiers—its own “Deloitte or KPMG.”

CEXs Embrace Pre-IPO Tokenization – @ABKuaiDong

Centralized exchanges are now listing tokenized shares of pre-IPO giants like OpenAI and SpaceX—an emerging trend known as on-chain Pre-IPO trading.

Unlike speculative AI meme coins, these assets offer exposure to real revenue-generating companies. If paired with redemption mechanisms, they could become powerful value-capturing instruments—especially during active funding cycles.


❓ Frequently Asked Questions (FAQ)

Q: Why did the SEC reverse its decision on Grayscale’s ETF conversion?
A: The SEC cited the need for further review, likely due to concerns over investor protection and market structure implications for multi-asset crypto funds.

Q: Are tokenized stocks like those on Robinhood safe to trade?
A: While platforms claim they offer price-tracking contracts, legal risks exist if issuers like OpenAI do not authorize such products. Always assess counterparty and regulatory risk.

Q: How can I protect myself from fake crypto wallet extensions?
A: Only download wallets from official sites, check developer authenticity, read user reviews critically, and never enter your seed phrase into browser extensions.

Q: What does net outflow in BTC spot markets indicate?
A: It may signal profit-taking or portfolio rebalancing. However, price resilience amid outflows often reflects strong underlying demand at lower levels.

Q: Can liquidation maps predict price direction?
A: They don’t predict but help identify vulnerability zones. Prices often move toward clusters of high leverage before reversing—making them valuable tactical tools.

Q: Is RWA tokenization sustainable without audits?
A: Not long-term. Trustless systems require independent verification of real-world cash flows—blockchain needs credible off-chain validators to scale RWA adoption.


Keywords: Grayscale ETF, SEC crypto regulation, Bitcoin price analysis, tokenized stocks, RWA blockchain, crypto liquidation maps, Fed rate cut 2025, Solana ETF