币圈42亿爆仓!比特币突破12万,ETH直逼4000!LDO暴赚328%!本轮“山寨季”的黄金赛道牛市来

金色财经Published on 2025-07-21Last updated on 2025-07-21

24小时内多空比0.7，多头占41.29%，空头占58.71%，市场空头不甘示弱，高点疯狂堆积空单，但期货市场空头筹码屡屡被清算，难压行情，机构买现货做多大赚，散户跟风小利，大户做空频频受挫。

今日全球共有 158.185人被爆仓，仓总金额为5.86亿美元，空单爆仓3.64亿美元。

BTC

BTC持续震荡，走势符合我的预测。昨天计划在117500附近回踩接多，昨晚刚好触及该位置，随后震荡上行。目前不会大幅下跌，ETH持续暴涨，震荡上行是最佳走势，跟进接多的已获两三千点利润。

比特币巨鲸已将8万枚BTC全数转入Galaxy

本月初，一个自2011年起未动的比特币巨鲸钱包苏醒，转移80,000枚BTC至新钱包，创“中本聪时代”最大规模资金移动，引发市场关注。

过去一周，该巨鲸将80,201枚BTC陆续转至Galaxy Digital，7月18日单日转移40,192枚。巨鲸选择机构渠道而非直接抛售，或为分散卖压，降低市场冲击。链上数据显示，7月初小额试水后，15、17、18日完成大额转移。

有人担忧更多OG出货可能压低价格，但也有人认为资产流向公开市场长期利好去中心化。尽管BTC近日有所回落，仍保持坚挺。美国众议院18日晨通过三项加密法案（GENIUS稳定币、Clarity监管、反CBDC法），进一步提振市场。

ETH

ETH近期势头猛烈，屡创新高，大量机构资金正涌入。BTC震荡为ETH补涨提供机会，ETH未让人失望，上涨动能依然强劲，切勿做空。目前无见顶信号，或一夜之间突破4k。继续看涨ETH，山寨币也有机会，回调即是开多时机，继续高歌猛进！

ETH何时卖出

对于长线玩家，若ETH处于牛市初期，当前无需考虑卖出，起码是明年的事；对于中短线玩家，4000点是关键阻力位，多次高点叠加自2100点翻倍后的20%-40%正常回撤，波动较大，需密切关注。

这几天的币圈行情，想必大家都深有体会：几乎买什么都在涨，这不正是 “牛市” 的感觉吗？

或许还有人纠结于比特币的双顶形态，或是觉得以太坊只是回光返照…… 但在当前的趋势下，我认为再去争论现在是牛市、牛尾还是熊市，已经毫无意义。尤其当你身边全是劝你空仓、做空的人，一定要果断远离。

$LDO

现价0.91附近进的多单，目前吃到328.11%。

BTC是趋势的代表，ETH则是风口的代表

现在以太坊扶摇直上，新的风口已经出现，你能不能把握住，也决定着这波牛市的最终收益，现在回头、上车还有不少机会，希望小伙伴抓紧机会。

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Black Tuesday in Japanese and Korean Stock Markets: South Korea Triggers Circuit Breaker, Nikkei Plummets, AI Boom Undergoes Phased Adjustment

"Black Tuesday" for Asian Markets: Korean Stocks Halted by Circuit Breaker, Nikkei Plunges as AI Rally Undergoes Correction Asian stock markets experienced severe turbulence on Tuesday, with South Korea's benchmark KOSPI index plummeting nearly 10% after triggering a market-wide trading halt when its losses exceeded 8%. Japan's Nikkei 225 index also fell sharply by approximately 3.5%, ending an eight-day winning streak. The sell-off was heavily concentrated in the technology and semiconductor sectors, with giants like Samsung Electronics and SK Hynix leading the declines. The plunge reflected a rapid reversal from recent highs, with the KOSPI having retreated over 12% from its mid-June peak. Analysts attribute the sharp correction to multiple converging factors. The direct trigger was weakness in U.S. tech stocks, which fueled profit-taking in overbought Asian markets. Furthermore, stronger-than-expected U.S. jobs data has reinforced expectations that the Federal Reserve will maintain or even raise interest rates, putting pressure on rate-sensitive growth stocks. Structural vulnerabilities also played a role, particularly in South Korea, where the market is highly concentrated in a few semiconductor heavyweights, making it susceptible to shifts in global AI demand and foreign capital outflows. Despite the short-term volatility, the long-term narrative for AI and semiconductors remains intact. Industry forecasts still point to massive growth in global AI capital expenditure over the coming years. South Korean firms like SK Hynix maintain a dominant position in critical segments like High Bandwidth Memory (HBM), with long-term orders secured well into 2027. While near-term fluctuations are expected to continue, driven by U.S. monetary policy signals and upcoming corporate earnings, the current correction may present a buying opportunity for quality assets tied to the enduring AI infrastructure build-out.

marsbit3m ago

Black Tuesday in Japanese and Korean Stock Markets: South Korea Triggers Circuit Breaker, Nikkei Plummets, AI Boom Undergoes Phased Adjustment

marsbit3m ago

'Black Tuesday' for Japanese and Korean Stock Markets: Korean Market Triggers Circuit Breaker, Nikkei Plunges, AI Frenzy Undergoes a Phased Adjustment

"Black Tuesday" for Japanese and South Korean Stock Markets: KOSPI Triggers Circuit Breaker, Nikkei Plunges as AI Rally Undergoes Correction Asian stock markets experienced severe volatility. South Korea's KOSPI index plunged over 8% intraday, triggering a 20-minute market-wide trading halt, and closed nearly 10% lower, marking its third-largest single-day drop this year. Japan's Nikkei 225 fell approximately 3.5%, ending an eight-session winning streak. The tech and semiconductor sectors led the decline, with heavyweights like Samsung Electronics and SK Hynix suffering double-digit losses, fueled by foreign investor selling and panic. The sell-off stemmed from multiple factors. A weak prior session for U.S. tech stocks, especially the "Magnificent Seven," raised concerns about AI's profitability timeline. Intense profit-taking followed massive year-to-date gains (KOSPI up over 80%, Nikkei hitting record highs). Hawkish signals from the Fed, suggesting potential rate hikes due to strong U.S. data, pressured rate-sensitive growth stocks. Structural vulnerabilities, like the high concentration of semiconductor giants in the KOSPI, amplified the drop, with foreign capital outflows exacerbating the move. Short-term volatility is expected to persist, contingent on U.S. market stability and Fed policy. However, the long-term AI narrative remains robust. Forecasts predict trillions in global AI capital expenditure through 2031. South Korea's leading position in critical areas like HBM memory, with major players' order books filled into 2027, provides fundamental support. This correction may represent a shift from speculative frenzy to a focus on tangible AI infrastructure, offering a potential entry point for long-term investors.

Odaily星球日报3m ago

'Black Tuesday' for Japanese and Korean Stock Markets: Korean Market Triggers Circuit Breaker, Nikkei Plunges, AI Frenzy Undergoes a Phased Adjustment

Odaily星球日报3m ago

Report Review: Kyber Delay Tear NVIDIA Supply Chain, Only a Few Winners in the PCB Chain

Research Report Analysis: Kyber's Delay Reshapes NVIDIA Supply Chain, Winners Limited in PCB Sector Jefferies maintained a Buy rating on NVIDIA with a $300 price target (42% upside), but delivered a surprising take on the AI server PCB supply chain. The key finding is that the high-density orthogonal backplane PCB, codenamed "Kyber," is likely delayed to 2028 or even canceled. This prompts a downward revision in the global AI PCB market forecast for 2027/2028 by 5% and 11%, respectively, with CCL (copper-clad laminate) forecasts cut by 8% and 16%. While Kyber's postponement extends the lifecycle of the current Oberon architecture and defers some PCB volume, it does not halt the trend towards higher specifications. Migration to advanced materials like M9/M10-grade CCL and PTFE processes continues. The delay reshuffles the winners' list: upstream material suppliers (glass fabric, CCL) benefit from persistent tight supply and strong pricing power. Copper cable vendors gain a reprieve as the threat from PCB-based interconnects recedes. PCB manufacturers, however, face intensified competition, with mid-tier players most vulnerable to being squeezed out. The report stresses that the market adjustment reflects a timing shift, not a demand destruction. Kyber-related orders are deferred, not canceled. NVIDIA's core GPU competitiveness and the AI server growth trajectory remain intact. The analyst's investment thesis prioritizes "high-value-add" and "supply-constrained" segments: upstream materials > NVIDIA > copper cables > downstream PCB manufacturing. The delay accelerates a consolidation within the PCB industry, favoring companies positioned in high-end specifications and critical upstream materials.

marsbit8m ago

Report Review: Kyber Delay Tear NVIDIA Supply Chain, Only a Few Winners in the PCB Chain

marsbit8m ago

a16z Partner: The Next Space War May First Target Commercial Satellites

In May 2026, Russian Cosmos satellites maneuvered to within 500 meters of the commercial ICEYE-X36 radar satellite supporting Ukraine, highlighting the growing military targeting of commercial space assets. As constellations like Starlink and ICEYE provide critical communication, reconnaissance, and imaging services in conflicts, they are increasingly viewed as legitimate military objectives. This incident exemplifies modern space warfare's grey zone—actions like close approaches, jamming, or cyberattacks that fall short of kinetic destruction but demonstrate coercion and capability. Space warfare is constrained by physics, orbital congestion, and the threat of debris from kinetic strikes. While the US holds advantages in launch frequency, reusable rockets (led by SpaceX), and large commercial constellations, these assets are now vulnerable. True resilience requires distributed, proliferated satellite architectures, rapid replenishment, and robust space domain awareness. The future of space conflict will likely involve non-kinetic tactics to degrade an adversary's space-based support while avoiding catastrophic debris generation. The key is maintaining functionality under threat and deterring attacks by ensuring their cost outweighs any potential gain.

marsbit12m ago

a16z Partner: The Next Space War May First Target Commercial Satellites

marsbit12m ago

Mid-Year Review of U.S. Crypto Policy: CLARITY Gains Momentum for a Comeback, Who Will Lead the Second Half?

Mid-Point Review of U.S. Crypto Policy: CLARITY Act Gains Momentum, Who Will Lead the Second Half? The U.S. crypto industry is hopeful for a breakthrough as the Senate advances the CLARITY Act, but securing the necessary 60 votes requires bipartisan compromise. With only about 40 legislative days left, the path is tight. The policy agenda is crowded. Alongside CLARITY, multiple crypto tax proposals spun off from the new PARITY Act seek attachment to larger bills. The Blockchain Regulatory Certainty Act aims to codify developer protections, and key rules under GENUIS remain under negotiation. The CFTC operates with four vacant commissioner seats, creating uncertainty. A major unresolved battle is over which regulator—state authorities, the CFTC, or the SEC—will gain jurisdiction over prediction markets. The sector also faces the impending departure of two key advocates: SEC Commissioner Hester M. Peirce and Senator Cynthia Lummis. Industry leaders provided cautious perspectives. Sara K. Weed doubts CLARITY will pass this Congress, expecting agencies like the SEC to provide guidance instead. Sulolit "Raj" Mukherjee believes targeted crypto tax provisions have a real chance if attached to must-pass year-end legislation. Rashan Colbert highlights the CFTC's recent efforts to build a regulatory framework for the growing prediction markets sector, warning against an overly broad "gambling" classification that could stifle innovation. The second half of the policy year has begun. The window for action is narrow, but opportunities remain. Sustained bipartisan engagement is crucial for achieving substantive results.

Foresight News16m ago

Mid-Year Review of U.S. Crypto Policy: CLARITY Gains Momentum for a Comeback, Who Will Lead the Second Half?

Foresight News16m ago

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