TRX看涨势头延续，即将突破 0.40 美元

投研日志Pubblicato 2025-07-30Pubblicato ultima volta 2025-07-30

Introduzione

如果 TRX 维持在 0.32 美元至 0.34 美元区间上方，下一个主要阻力位可能在 0.40 美元附近。如果周线收盘价清晰地高于当前水平，则可能为第三季度的进一步上涨打开大门，尤其是在整体市场环境保持有利的情况下。

波场（Tron）继续主导稳定币市场，昨日又增发了价值 10 亿美元的 USDT，使 2025 年波场网络的 USDT 总发行量达到惊人的 230 亿美元。这是自 2021 年周期高峰以来，波场 USDT 供应扩张最为强劲的一年。加上此次增发，波场的 USDT 总供应量现已达到 817 亿美元，进一步巩固了其作为 Tether 发行领先区块链的地位。

历史上，大规模 USDT 增发一直被视为加密货币市场整体上涨的利好信号。这些事件通常发生在流动性增加之前，表明交易员和机构正在为战略部署储备新的资金。由于 USDT 是进入加密货币市场的主要通道，其增发量备受关注，被视为未来需求的指标。

此次增发的时机尤为重要，因为比特币正在历史高点附近盘整，而山寨币的波动性则日益加剧。由于场外资金已准备就绪，许多分析师认为市场可能正处于新一轮扩张阶段的边缘。以史为鉴，Tron最新发行的10亿美元USDT可能标志着数字资产生态系统新一轮资金流入的开始。

Tron发行的10亿美元USDT标志着向金融整合的大胆转变

顶级分析师Darkfost表示，Tron最新发行的10亿美元USDT与以往不同，可能标志着生态系统的一个转折点。与标准USDT发行不同，此次发行的10亿美元USDT尚未上链。根据交易哈希值，这些资金被转移到一个多重签名钱包，在那里处于非活动状态，等待进一步授权。

没有支付任何交易费，这强烈表明这是一个由Tether授权的库存补充型USDT发行，但尚未投入流通。目前，这尚未反映在链上供应指标中，但其背后的意图却具有更深层次的含义。

累计TRC20 USDT发行量 |来源：Darkfost on X

此次铸币厂的成立时机尤为重要。就在几天前，Tron.inc 在纳斯达克上市，孙宇晨确认已向美国证券交易委员会 (SEC) 提交了 S-3 文件。该文件包括拟发行总额恰好 10 亿美元的混合证券，与铸币厂的规模相同。这些证券可以采取普通股、优先股或债务工具的形式。

时机和价值的重合表明了一种协同战略：Tron 可能正准备将传统金融工具与稳定币融合，形成一种资本高效、合规的结构。如果属实，这将为加密货币领域开创先河，使 Tron 不仅成为转账区块链，更成为一个完全集成的金融平台。

尽管该铸币厂尚未上线，但它可能是连接传统金融 (TradFi) 和去中心化金融 (DeFi) 的更广阔愿景的第一步——利用稳定币的流动性作为受监管的融资和资本管理工具。对于波场 (Tron) 而言，这可能是其成立以来最重要的进展。

波场 (TRON) 突破走高，周线图显示看涨势头延续

TRX 在周线图上展现出强劲的看涨势头，目前交易价为 0.3476 美元，上一交易日上涨 8.66%。这一走势推动 TRX 创下 2022 年初以来的最高周收盘价，突破局部阻力位，接近周期高点。价格走势反映了始于 2023 年初的结构良好的上涨趋势，受成交量上升和一系列明显的高点和低点抬高的支撑。

波场 (TRON) 测试自 12 月底以来的最高水平 | 来源：TradingView 上的 TRXUSDT 图表

50 周 SMA（0.2330 美元）、100 周 SMA（0.1735 美元）和 200 周 SMA（0.1220 美元）均呈上升趋势，目前远低于当前价格——证实了该趋势的强度和成熟度。 TRX 仍稳固地高于所有主要支撑位，图表上没有立即出现疲软迹象。

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Galaxy Research: Can SEC's New Regulations Usher in a New Era for Token Financing?

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Bitcoin and Ethereum Soar Together! Eight Altcoins Worth Watching in the Later Market

Bitcoin and Ethereum Surge, Fueling Altcoin Speculation. Bitcoin Eyes $77,000, Ethereum Gains 20% in a Single Day. Market anticipates capital rotation from major cryptos to high-beta altcoins, but a selective rise is expected, favoring projects with genuine users, protocol revenue, and healthy tokenomics. Analysts highlight eight altcoins across key sectors: **High-Performance Blockchains:** * **SOL (Solana):** Market cap ~$51.88B. A dominant player with a strong ecosystem. Considered a relatively safe bet for potential catch-up growth. * **SUI (Sui):** Market cap ~$3.03B. High volatility potential but faces risks from its low circulating supply and future token unlocks. **DeFi Lending:** * **UNI (Uniswap):** Market cap ~$2.38B. Transitioning to a revenue-capturing asset post-fee switch implementation. * **AAVE (Aave):** Market cap ~$1.53B. Features balanced tokenomics and revenue but has seen significant recent gains. * **MORPHO:** Market cap ~$1.50B. Rapid protocol growth but weaker token value capture and opaque supply data. **Perpetual DEX:** * **HYPE (Hyperliquid):** Market cap ~$16.41B. The clear sector leader with strong revenue but high valuation and a large portion of tokens still locked, warranting caution. **RWA & On-Chain Finance Infrastructure:** * **LINK (Chainlink):** Market cap ~$8.09B. A key oracle provider positioned to benefit from multiple trends like RWA and institutional adoption, offering strong fundamentals. * **ONDO (Ondo Finance):** Market cap ~$1.77B. Shows strong business growth but carries high risks due to concentrated token holdings and a massive unlock scheduled for 2027. **Conclusion:** The altcoin rally is expected to be selective. Recommendations include a medium position in SOL, small allocations to SUI and UNI/AAVE for DeFi exposure, and caution with HYPE and ONDO due to their specific risks. LINK is suggested as a core holding for the RWA thematic.

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

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LATEST NEWS: Altcoin Hack Reported, Allowing Malicious Actors to Mint Unlimited Tokens!

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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.

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Benvenuto in HTX.com! Abbiamo reso l'acquisto di TRON (TRX) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente TRONTRX.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva TRON (TRX)Dopo aver acquistato TRON (TRX), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia TRON (TRX)Scambia facilmente TRON (TRX) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

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