币圈一天跌没320亿、BTC破位、IP狂泻24%、OKB、AVAX、ZBCN却逆势飙涨、抄底机会来了?

金色财经Published on 2025-09-24Last updated on 2025-09-24

加密货币总市值一天蒸发 320 亿美元,只剩 3.81 万亿美元!BTC 带头跌,IP 直接 “腰斩式” 下跌,眼看要凉。但偏偏有人逆势狂欢,ZBCN 涨 23%、AVAX 涨 10%,这波 “冰火两重天” 到底咋回事?谁在装死,谁在偷偷憋大招!近裙+钉钉:msp252580

先看大盘:3.81 万亿撑不撑得住?再跌就到 3.73 万亿

整个加密市场现在像 “风中残烛”,总市值虽然暂时在 3.81 万亿美元稳住了,但稍微有点抛压就可能 “吹灭”。昨天美英倒是搞了个 “加密监管工作组”,说要规范市场,本以为能救场,结果就像 “给大火泼了杯凉水”,根本没起作用。

接下来就盯两个数:

要是能从 3.81 万亿反弹到 3.89 万亿,说明投资者信心回来了,大盘能喘口气;

要是守不住,跌到 3.73 万亿美元,那整个市场就得再 “冻一冻”,抄底还得等。

0?wx_fmt=png&from=appmsg

BTC:跌破 11.25 万支撑,11 万是 “生死线”

#比特币 这几天跟 “泄了气的气球” 似的,现在 11.18 万美元,刚跌破 11.25 万美元的支撑位,短期还得往下探。更要命的是 RSI 指标,已经跌到 50 以下,看跌势头越来越强 —— 要是止不住,可能会跌到 11 万美元,这可是 “投资者信心测试线”,再跌破,恐慌盘就得出来了。

0?wx_fmt=png&from=appmsg

想让 BTC 稳住,得先把 11.25 万美元抢回来当支撑,不然别想反弹到 11.5 万美元。现在手里有 BTC 的别慌,没进场的再等等,别当 “接盘侠”!

ETH/BNB/SOL:ETH 要触底?BNB 等 920 再买,SOL 别碰!

三大主流币表现也分化,有的要反弹,有的还在跌:

#ETH:周线级别缩量下跌,跟 “跌不动了” 似的,短期可能触底反弹,下方 3900 美元有周线支撑,想做空的得小心,别被反弹 “套住脖子”;

图像

#BNB:下一波现货波段得等两个 “黄金坑”——955 美元或 920 美元,没跌到这俩数之前,千万别乱进场,不然就是 “送钱”;

图像

#SOL:4 小时图出了 “M 型反转”,跌破后空头跟 “饿狼” 似的,弱势盘整又破了,接下来可能跌到 200-205 美元,再往下就是 175-180 美元,现在抄底等于 “伸手接刀子”!

图像

山寨币 “两极分化”:有人跌穿底,有人逆势冲

山寨币昨天彻底 “撕破脸”,有的跌得妈都不认识,有的却偷偷涨疯了:

 #IP:12 小时跌 24%,11.82 美元是 “救命线”

IP 绝对是昨天的 “悲情主角”,12 小时狂跌 24%,现在 11.86 美元,就靠 11.82 美元这根 “细线” 吊着。要是跌破这个数,可能会跌到 10.48 美元,持有者得哭晕;要是能反弹,得先冲 13.60 美元,再想摸之前 14.94 美元的历史高点 —— 但现在看,难度有点大。

0?wx_fmt=png&from=appmsg

#ZBCN:逆市涨 23%,交易量爆 136%,真有人买!

跟 IP 相反,ZBCN 昨天跟 “打了鸡血” 似的,涨了 23%,交易量还涨了 136%,达到 3338 万美元 —— 这可不是 “虚涨”,是真有交易者在买。要是继续有人囤,可能会冲 0.005028 美元阻力位;要是涨不动了,跌破 0.004507 美元就得回落到 0.0041 美元,赚了的可以先止盈,别太贪。

0?wx_fmt=png&from=appmsg

#AVAX:涨 10%,35 美元是下一个目标

AVAX 也很 “硬气”,逆市涨 10%,日线图的 Elder-Ray 指数是正数,说明买家在抢控制权。要是需求继续涨,能冲 35 美元;要是买气弱了,可能会回落到 30.23 美元支撑位,想进场的等回调再买,别追高。

0?wx_fmt=png&from=appmsg

#BERT:一周涨 7%,RSI 看涨,模因币里的 “清流”

Meme 币 BERT 这周也没拖后腿,涨了 7%,日线 RSI 突破 50,还在往上走,说明有人在偷偷囤。要是这势头能保持,可能冲 0.0757 美元;要是需求没了,跌破 0.0651 美元就得跑 —— 模因币波动大,别重仓。

0?wx_fmt=png&from=appmsg

#OKB:10 月有利好,长线可以拿

OKB 虽然没咋涨,但有个好消息:10 月可能有不少利好,长线持有性价比高。要是不想折腾,想拿个稳的,OKB 可以关注下,别追短期波动。

总结:现在该咋整?现金为王,别乱抄底!

大盘:盯 3.81 万亿支撑,破了就观望,别硬扛;

主流币:BTC 等 11 万支撑,ETH 等 3900 抄底,BNB 等 920,SOL 别碰;

山寨币:ZBCN、AVAX 可小仓位试错,IP、SOL 别碰,OKB 长线等利好;

关键提醒:弱势市场里,现金比啥都重要,别脑子一热就抄底!

Trending Cryptos

Related Reads

Shanghai's $10 Billion Unicorn Is About to Go Public

Shanghai-based automotive-grade millimeter-wave radar chip unicorn Calterah Microelectronics Technology (Shanghai) Co., Ltd. has filed for an IPO on Shanghai's STAR Market, aiming to raise 3.49 billion yuan. Founded in 2014 by Chen Jiashu, a UC Berkeley PhD graduate, and his professor Ali Niknejad, Calterah pioneered CMOS technology for 77GHz radar chips, breaking the decades-long monopoly of international giants like Texas Instruments. Its low-cost, highly integrated solutions enabled millimeter-wave radar to move from luxury to mass-market vehicles. By 2025, Calterah captured a 31.1% share in China's automotive millimeter-wave radar chip market (second domestically, fourth globally), with cumulative shipments exceeding 30 million units. Its client list includes BYD, Geely, Nio, and Volvo. The company has undergone 11 funding rounds, attracting high-profile investors such as the National Integrated Circuit Industry Investment Fund Phase II, China Capital Management, and GD Capital. Its valuation has reached tens of billions of yuan, with a projected post-IPO valuation of approximately 14 billion yuan. Despite rapid revenue growth—increasing from 206 million yuan in 2023 to 632 million yuan in 2025 with a 75.28% CAGR—Calterah remains unprofitable. It reported net losses of 323 million yuan, 334 million yuan, and 193 million yuan from 2023 to 2025, accumulating over 900 million yuan in losses over three and a half years. These losses are primarily attributed to heavy R&D investment, which totaled over 1.039 billion yuan in the reporting period, often exceeding annual revenue. The company faces significant risks, including high customer concentration (its top five customers accounted for over 99% of revenue from 2023-2025, with BYD alone representing over 50% in 2025) and supply chain concentration. Revenue pressure from key customers and dependencies on overseas suppliers for EDA tools and IP pose challenges to sustainable growth. The IPO is seen as crucial for securing capital to expand production, diversify its customer base, and reduce supply chain dependencies.

marsbit5m ago

Shanghai's $10 Billion Unicorn Is About to Go Public

marsbit5m ago

Ray Dalio's Latest Macro Analysis Full Text: Buy More Gold, Add Some Bitcoin

In his latest macro analysis, Ray Dalio applies his framework from "How Countries Go Broke: The Big Cycle" to the current global debt environment. He highlights recent events like Japan selling U.S. Treasuries and rising U.S. long-term yields as signs of an unsustainable debt dynamic. Dalio explains that excessive government debt leads to either unacceptably high interest rates, severe economic downturns, or significant currency debasement through central bank money printing. He summarizes the U.S. fiscal situation: with $5.5 trillion in revenue, $7.5 trillion in spending, a $2 trillion deficit, and total debt at six times annual revenue, debt servicing costs are immense. Without correction, U.S. debt could reach $55-$60 trillion in a decade. Dalio proposes a "3% Three-Way" solution: reducing the budget deficit to 3% of GDP through balanced spending cuts, tax increases, and interest rate reductions to avoid a traumatic adjustment. In response to FAQs, he argues that the risk of a U.S. debt crisis is high and could materialize within a few years if the current path continues. He dismisses the notion that the dollar's reserve status makes the U.S. immune, citing historical precedents of reserve currency declines. He is also unconvinced by Japan's high-debt stability, noting poor returns for yen-denominated assets. For investors, Dalio recommends diversifying globally, underweighting bonds, and overweighting assets like gold and a small allocation to Bitcoin (around 10-15% to gold) to hedge against currency debasement and poor debt returns.

marsbit1h ago

Ray Dalio's Latest Macro Analysis Full Text: Buy More Gold, Add Some Bitcoin

marsbit1h ago

Stripe’s 16-Year Chronicle: From 7 Lines of Code to a $100 Billion Valuation

Stripe's 16-year journey began with a simple promise: "7 lines of code to accept payments." Founded by Patrick and John Collison, the company started by hiding the complexity of bank integrations and merchant accounts behind a clean API, initially targeting developers at startups. This early focus on user experience and technical simplicity fueled rapid adoption. A key early milestone was establishing vital bank partnerships, a challenge overcome by hiring Billy Alvarado, who brought crucial institutional relationship skills. From this foundation, Stripe systematically expanded its product boundaries. It launched Connect for platform payments, Atlas for company formation, Radar for fraud prevention, and Billing for subscriptions. This transformed Stripe from a payment processor into a broader financial infrastructure suite for internet businesses. The COVID-19 pandemic accelerated growth but also led to over-hiring. A 14% layoff in 2022 marked a period of organizational correction. Subsequently, Stripe shifted its growth strategy towards strategic acquisitions to enter new domains quickly. It acquired Bridge (stablecoin infrastructure), Privy (wallet infrastructure), Metronome (usage-based billing), and agreed to buy OpenRouter (AI model routing). These moves signal Stripe's ambition to build a "programmable money system" for the emerging AI and agent-based economy, managing not just currency flows but also the measurement and pricing of computational resources like AI tokens. Internally, Stripe leverages AI agents (like "Minions") to boost engineering productivity. Despite scaling to nearly 8,000 employees and processing $1.9 trillion in payment volume annually, the company remains private. A recent employee tender offer valued it at $159 billion. The core question for Stripe's future is whether it can successfully integrate its expanding product matrix—spanning payments, crypto, and AI infrastructure—into a cohesive platform, positioning itself as the foundational economic layer for autonomous software agents.

marsbit1h ago

Stripe’s 16-Year Chronicle: From 7 Lines of Code to a $100 Billion Valuation

marsbit1h ago

Treasury Secretary's Move to Suppress Treasury Yields Ignites 'Currency Debasement Trade'! Gold Hits Three-Month High, Bitcoin Surges Over 25% in a Single Week

US Treasury Secretary Besant's efforts to lower long-term Treasury yields by announcing expanded buybacks had only a brief market impact. However, this move fueled a "currency devaluation trade," weakening the US dollar while boosting both gold (to a three-month high) and Bitcoin (up over 25% for the week). Analysts attribute this reaction to deepening market concerns over the massive US fiscal deficit and structural pressures keeping long-term rates elevated, including fierce competition for capital from global government borrowing and massive AI sector financing. Despite the Treasury's actions, fundamental forces like growth, inflation, and capital demand are seen as limiting its ability to sustainably suppress yields. Bitcoin's strong positive correlation with gold has reinforced its narrative as a hedge against devaluation. While equity markets have shown resilience, some strategists warn that Treasury yields nearing 5% increase pressure on the dollar and high-leverage assets. Figures like Ray Dalio have advised reducing bond exposure in favor of gold and some Bitcoin, citing US debt risks. Market opinions are divided on the sustainability of the devaluation trade, with some noting the lack of a near-term catalyst for its next leg higher. The underlying tension between the Treasury's desire for lower borrowing costs and the Federal Reserve's focus on inflation and reducing market intervention remains a key theme. Upcoming events like Nvidia's earnings and the Jackson Hole symposium will test whether AI profits can continue supporting stocks and if the Fed aligns more with Washington's preference for easier financial conditions.

华尔街日报3h ago

Treasury Secretary's Move to Suppress Treasury Yields Ignites 'Currency Debasement Trade'! Gold Hits Three-Month High, Bitcoin Surges Over 25% in a Single Week

华尔街日报3h ago

Trading

Spot

Hot Articles

What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. Notable aspects include: Blockchain Infrastructure: The token is built on the Solana blockchain, known for its capacity to handle high-speed and low-cost transactions. Supply Dynamics: DIGITAL GOLD has a maximum supply capped at 100 quadrillion tokens (100P $BITCOIN), although details regarding its circulating supply are currently undisclosed. Utility: While precise functionalities are not explicitly outlined, there are indications that the token could be utilized for various applications, potentially involving decentralized applications (dApps) or asset tokenization strategies. Who is the Creator of DIGITAL GOLD ($BITCOIN)? At present, the identity of the creators and development team behind DIGITAL GOLD ($BITCOIN) remains unknown. This situation is typical among many innovative projects within the blockchain space, particularly those aligning with decentralized finance and meme coin phenomena. While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. Risks Lack of Transparency: The absence of publicly known backers, developers, or an audit process may yield skepticism regarding the project's sustainability and trustworthiness. Market Volatility: The trading activity is heavily reliant on speculative behavior, which can result in significant price volatility and uncertainty for investors. Conclusion DIGITAL GOLD ($BITCOIN) emerges as an intriguing yet ambiguous project within the rapidly evolving Solana ecosystem. While it attempts to leverage the “digital gold” narrative, its departure from Bitcoin's established role as a store of value underscores the need for a clearer differentiation of its intended utility and governance structure. Future acceptance and adoption will likely depend on addressing the current opacity and defining its operational and economic strategies more explicitly. Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

2.0k Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of BTC (BTC) are presented below.

活动图片