В Santiment заявили о перетекании ликвидности из биткоина в альткоины

cryptonews.ruPublicado a 2025-04-27Actualizado a 2025-05-27

  • Эксперты Santiment заметили перетекание ликвидности в альткоины.
  • Также они выделили три проекта, которые отличаются стремительным ростом количества новых кошельков.
  • Показатель доминирования биткоина находится на максимальных с 2021 года отметках.

После того как биткоин достиг нового исторического максимума, часть полученной прибыли начала переходить к новым альткоинам. Об этом заявили в Santiment.

📈 As Bitcoin's profits are redistributed into new altcoins following its recent $112K all-time high, 3 altcoins are seeing particularly high new wallet creation rates:

👉 Wrapped Ethereum $WETH #26
👉 Gatechain $GT #39
👉 Maker $MKR #77 pic.twitter.com/AIYwObez1K

— Santiment (@santimentfeed) May 26, 2025

Эксперты добавили, что на этом фоне три проекта отличаются стремительным ростом количества новых кошельков, а именно: Wrapped Ethereum (WETH), Gatechain (GT) и Maker (MKR).

Отметим, показатель доминирования биткоина находится на максимальных с 2021 года отметках. Однако за последние сутки он снизился на около 0,4%, что привело к незначительному восстановлению альткоинов.

График доминирования биткоина. Данные: TradingView.

Напомним, ранее соучредитель BitMEX Артур Хейс заявил, что биткоин вызовет «настоящий альтсезон» после достижения $200 000. В апреле 2025 года эксперты аналитической компании Matrixport назвали маловероятным начало альтсезона в краткосрочной перспективе.

Lecturas Relacionadas

Financing Weekly Report | 11 Public Financing Events, Stablecoin Payment Infrastructure Company Trace Finance Completes $32 Million Series A Round Led by CoinFund

Financing Weekly Report | 11 public funding events recorded, with a total scale exceeding $264 million. The stablecoin payment infrastructure sector remains a hot spot. Key Deals: - Trace Finance, a stablecoin payment infrastructure firm, raised $32 million in a Series A round led by CoinFund to expand in Latin America and Asia-Pacific. - Galaxy Ventures co-led a $140 million Series A round for Karta, a US credit card provider for global travelers without requiring an SSN. - Instant payment platform Interchecks completed a $50 million Series C round. - Paradigm led a $9 million Series A for Latin American cross-border payment app El Dorado. - Range, a stablecoin compliance startup, raised $8.3 million in an oversubscribed Series A. - RWA infrastructure project Renaiss raised $1.5 million to expand its on-chain collectibles platform. Sector Breakdown: - Infrastructure & Tools: 6 deals, including the above-mentioned Trace Finance, Range, and Renaiss. - Centralized Finance (CeFi): 3 deals, led by Karta's $140 million round. - DeFi: 1 deal – reinsurance protocol Re secured strategic investment from Coinbase Ventures. - Prediction Markets: 1 deal – K25.ai completed a $10 million Pre-A round from NewGen. Other notable transactions include digital asset depository RDC raising $7 million, ad-tech startup EarnOS securing $6 million, and a $1 million strategic investment in LitVM, a ZK Layer 2 for Litecoin. The report highlights sustained investor interest in stablecoin payment infrastructure, compliant on-chain finance, and real-world asset (RWA) tokenization.

marsbitHace 18 min(s)

Financing Weekly Report | 11 Public Financing Events, Stablecoin Payment Infrastructure Company Trace Finance Completes $32 Million Series A Round Led by CoinFund

marsbitHace 18 min(s)

When Transfers Become Truly Frictionless: How Sui Uses 'Zero Gas' to Become the Underlying Infrastructure for Stablecoin Payments

Title: Sui Launches Zero-Gas Stablecoin Transfers to Become the Foundation for Stablecoin Payments Sui has introduced a zero-gas fee feature for peer-to-peer stablecoin transfers, eliminating the need for users or businesses to hold separate SUI tokens to pay transaction costs. This innovation, built on a new underlying account architecture called Address Balances, significantly reduces validator processing costs for eligible transactions. Currently, the feature applies to a whitelist of stablecoins for transfers meeting a minimum amount, effectively preventing spam. This development aims to unlock mainstream payment use cases for stablecoins—such as everyday purchases, remittances, and subscriptions—by removing cost and complexity barriers. It is also positioned to benefit high-frequency micro-payments for AI agents and institutional B2B payments, reducing operational friction. Major custody provider Fireblocks has already announced support. The move follows Sui processing over $1 trillion in stablecoin transfer volume since August 2025. Looking ahead, Sui plans to enhance this infrastructure with protocol-level confidential transactions later in 2026, aiming to provide scalable, free, and privacy-preserving payments. Together, these advancements strengthen Sui's goal of becoming the default settlement layer for stablecoin payments.

marsbitHace 20 min(s)

When Transfers Become Truly Frictionless: How Sui Uses 'Zero Gas' to Become the Underlying Infrastructure for Stablecoin Payments

marsbitHace 20 min(s)

Ethereum Is Retracing the Path of the Internet and Linux: No One Yields, and the Neutral Party Ultimately Prevails

This article argues that Ethereum is following the historical path of open, neutral systems like the Internet and Linux, which eventually triumphed over proprietary, centrally-controlled alternatives. Major financial institutions like JPMorgan, Stripe, and Circle are building their own proprietary blockchains or networks (e.g., Tempo, Arc), but will never agree to build on a competitor's controlled infrastructure. This creates the perfect opportunity for Ethereum as the only neutral, credibly neutral settlement layer that no single entity controls. The piece draws parallels to the 1990s, when experts like Bill Gates predicted proprietary networks (from Microsoft, Oracle) would win over the open Internet, and when Sun Microsystems' Unix lost to the open-source "bazaar" development model of Linux. This model, described in Eric Raymond's "The Cathedral and the Bazaar," thrives on permissionless innovation where countless contributors improve the system, outpacing any centralized competitor. Ethereum embodies this through its decentralized development, broad validator distribution, and credible neutrality—rules that are transparent, equally applied, hard to change, and open to all. This has attracted over a million developers and major institutions like Coinbase, BlackRock, and JPMorgan, who choose Ethereum for its security, ecosystem, and sovereignty (the inability of any single party to change the rules). While proprietary chains offer initial speed and control, they inherit the downsides of both centralization and decentralization without the long-term innovation benefits. The article concludes that, just as open systems historically win, Ethereum is poised to become the foundational, neutral settlement layer for global finance.

marsbitHace 29 min(s)

Ethereum Is Retracing the Path of the Internet and Linux: No One Yields, and the Neutral Party Ultimately Prevails

marsbitHace 29 min(s)

Kalshi's Biggest Rival is Not Polymarket

Kalshi's CEO Tarek Mansour has identified the company's primary competitors not as the crypto-based prediction market Polymarket, but as established financial and gaming giants: CME Group, Robinhood, and DraftKings. This reflects a shift in the prediction market landscape, where the 2026 FIFA World Cup is expected to bring massive new trading volume. Traditional platforms are increasingly integrating prediction markets as a feature within their existing ecosystems. Robinhood has seen rapid growth with its prediction markets, contributing significantly to its "other transaction revenue." Similarly, Interactive Brokers (IBKR) integrates contracts from Kalshi and CME Group, while DraftKings and FanDuel (via CME) have launched their own prediction products. This allows these firms to leverage their vast user bases and infrastructure at low marginal cost, turning prediction markets from standalone apps into embedded functionalities. In response, prediction market platforms are evolving along two paths. First, they are expanding into new event categories like sports (e.g., the World Cup) and financial data to reduce reliance on election cycles. Second, they are moving towards becoming infrastructure and liquidity providers for distribution platforms. Kalshi's lead over Polymarket in trading volume is partly attributed to this channel strategy, integrating with brokers like Robinhood, Coinbase, and Webull. However, this strategy faces a challenge as distributors like Robinhood begin building their own in-house prediction market capabilities (e.g., Rothera), potentially threatening the value of pure infrastructure providers. The situation parallels historical tech battles, such as Zoom competing with Microsoft Teams and Google Meet, where embedded features in larger platforms reshape market dynamics. The future of standalone prediction market leaders like Kalshi and Polymarket will depend on their ability to navigate this new competitive landscape dominated by integrated financial and gaming titans.

链捕手Hace 36 min(s)

Kalshi's Biggest Rival is Not Polymarket

链捕手Hace 36 min(s)

Are the AI Giants' 'Token Subsidy Wars' Almost Over?

The article "Are AI Giants' 'Token Subsidy Wars' Nearing an End?" examines the ongoing price competition in AI token pricing, arguing that current subscription costs are heavily subsidized, with services like OpenAI and Anthropic reportedly subsidizing tokens at up to 70 times the subscription fee. Unlike past tech "subsidy wars" (e.g., ride-hailing, food delivery), AI tokens lack strong lock-in effects; users can easily switch providers if prices rise, making sustained subsidies risky. The piece highlights a structural asymmetry: giants like Google can fund subsidies with massive advertising revenue, while rivals like OpenAI and Anthropic rely on investor capital. Google Ventures founder Bill Maris suggests Google could slash token prices by 80%, putting immense pressure on competitors, especially as model capabilities converge. The article posits two potential endgames: a "winner-takes-all" monopoly scenario (like internet platforms) or a "utility" model where tokens become a low-margin, standardized commodity like electricity. Given the low switching costs, the latter seems more likely. This implies a prolonged, profitless competition where the primary goal for companies is to stay in the game, not to achieve dominance. For users, this may mean continued access to heavily subsidized AI services for the foreseeable future.

marsbitHace 1 hora(s)

Are the AI Giants' 'Token Subsidy Wars' Almost Over?

marsbitHace 1 hora(s)

Trading

Spot
Futuros
活动图片