两个月内USDT市值缩水40亿美元

cryptonews.ruPublicado em 2026-08-11Última atualização em 2026-08-11

Resumo

过去两个月，稳定币USDT的市值减少了约40亿美元，这可能表明资金正从加密货币市场流出。链上分析师斯泰西·穆尔援引CryptoQuant的数据指出，自2026年6月底以来，USDT的60天滚动供应变化一直处于负值区间。截至2026年8月10日，该数值为-36.4亿美元，而其30天移动平均值更是达到了-48亿美元。 仅在过去11天内，USDT市值就缩水了8.7亿美元。分析认为，这一指标与比特币价格呈正相关，可能反映出整体市场正在降温。穆尔表示，部分资金外流是直接的，一些投资者在比特币从2025年峰值下跌后，将稳定币兑换为法币并完全离开了加密货币市场。 另一个可能原因是资金轮动，例如Circle提供的USDC在收益率方面可能更具吸引力。但穆尔也承认，在同一60天周期内，USDC的供应量减少了22亿美元。虽然绝对值小于USDT，但考虑到其总体市值较小，其缩水比例实际上更大。 她总结说，这可能是多种因素共同作用的结果：部分资金追求更高收益，部分回流至法币，同时随着市场投机活动降温，对稳定币的整体需求正在下降。此前，CryptoQuant的分析师曾预测比特币可能跌至51000美元。

过去60天内，稳定币 $USDT 的供应量滚动变化范围约为40亿美元，这可能表明资金正在从加密市场流出。链上分析师斯特西·穆尔援引CryptoQuant的数据指出了这一点。

确实，自2026年6月底以来，这一指标一直"为负"。截至2026年8月10日，该指标为-36.4亿美元。同时，适用于这两个月数据的30天移动平均值已达到-48亿美元。

此外，在过去11天里，其市值减少了8.7亿美元。还需注意的是，该指标与比特币价格直接相关，这可能表明市场整体降温。

"这部分看起来像是直接的资金外流。一些投资者在比特币价格从2025年的峰值下跌后，将稳定币兑换为法定货币，并完全退出了加密货币市场，"穆尔指出。

另一个可能导致 $USDT 供应量减少的原因是资金轮动。例如，Circle在收益率方面提供了更多选择。

然而，正如穆尔本人所承认的，$USDC 的市值缩减得更快。

如果取同样的60天周期，Circle的稳定币供应量减少了22亿美元。与 $USDT 相比，这个数字更小，但如果以这两种资产的总市值为基础进行比较，则减少得更多。

"我认为这只是多种因素的结合。部分资金在追逐收益，部分资金回流到法定货币，而随着投机活动的降温，对稳定币的需求也下降了，"她总结道。

早些时候，CryptoQuant的专家曾预测比特币可能跌至51,000美元。

end-content

Criptomoedas em alta

ctr
CitreaCTR
wstusdt
wrapped stUSDTWSTUSDT
apr
aPrioriAPR
ctx
Cryptex FinanceCTX
audio
AudiusAUDIO
comp
CompoundCOMP
mantra
MantraMANTRA
waxl
AxelarWAXL
bill
Billions NetworkBILL
pyth
PYTH (Pyth)PYTH
rune
THORChainRUNE
brev
BrevisBREV
zrx
ZRX（0X）ZRX
cake
PancakeSwapCAKE
dos
DAPPOSDOS

Perguntas relacionadas

Q根据文章，USDT的市值在过去两个月内减少了多少？

A根据文章，在过去60天里，USDT的市值（或供应量）减少了大约40亿美元。

Q文章中提到资本流出加密货币市场可能的原因有哪些？

A文章提到资本流出可能有两个主要原因：一是投资者将稳定币兑换成法币并完全退出加密货币市场；二是资本在不同稳定币之间轮动，寻求更高的收益，例如流向Circle的USDC。

Q文章中提到的30日移动平均值显示的USDT供应量变化是多少？

A文章中提到的30日移动平均数据显示，USDT供应量的变化达到了负48亿美元。

QUSDT供应量的变化与比特币价格有何关系？

A文章指出，USDT供应量的变化与比特币价格呈正相关，这可能表明整个加密货币市场正在降温。

Q与USDT相比，同期USDC的市值（供应量）变化情况如何？

A在相同的60天周期内，Circle的稳定币USDC的供应量减少了22亿美元。虽然绝对值小于USDT的减少额，但考虑到两者总市值的不同，USDC的相对减少幅度更大。

Leituras Relacionadas

Why Has NeoCloud Experienced the Largest Rally in This Round of U.S. Tech Stock Rebound?

This round of tech stock rebound saw NeoCloud companies like CoreWeave and Nebius among the biggest gainers. The market is essentially pricing in highly leveraged AI infrastructure assets with locked-in, fast-deployable compute capacity. The key driver is a shift in AI bottlenecks from just GPUs to the entire ready-to-run capability—GPU clusters, power, data centers, networking—delivered within months. NeoCloud operators fit this gap perfectly. Their value lies in scarce, contractible assets: existing power capacity and data center space that can be locked in via long-term customer agreements. Recent earnings from CoreWeave and Nebius showcased a viable business model, shifting the narrative from "capital-intensive GPU lessors" to "order-backed AI infrastructure operators." Large backlogs and recurring revenue provide visibility, ease financing for expansion, and create a growth flywheel. The outperformance relative to storage or hyperscaler cloud stocks stems from greater leverage and exposure. NeoCloud's smaller revenue base offers higher earnings and valuation elasticity per new contract. Its leverage is threefold: operational (high fixed costs), financial (contracts enabling debt financing), and equity-based (amplified impact on equity value). Ultimately, the rally represents a re-rating of assets that combine GPU, power, and data center capacity into deliverable AI compute. Market focus is now on execution: converting massive backlogs into energized clusters, recognized revenue, and cash flow.

marsbitHá 24m

Why Has NeoCloud Experienced the Largest Rally in This Round of U.S. Tech Stock Rebound?

marsbitHá 24m

Crypto valuations could double as protocols link revenue to tokens: Bitwise CIO

Bitwise CIO Matt Hougan believes crypto valuations could double as protocols increasingly use their revenue to fund token buybacks and burns. He argues that crypto beyond Bitcoin is transitioning to a revenue-driven market, where network activity directly boosts native token value, a shift he says investors have not yet fully priced in. Hougan cites protocols like Hyperliquid, Uniswap, Aave, Pump.fun, and Lighter as examples that use fees to repurchase or remove tokens from circulation. He expects more DeFi applications and layer-1 networks to adopt similar mechanisms in the next 12-24 months. This stronger link between protocol revenue and token value could provide conventional valuation metrics, though Hougan notes token holders lack the legal rights of traditional shareholders. He attributes this shift partly to a more permissive US regulatory environment, which is easing securities-law concerns that previously deterred such features.

cointelegraphHá 1h

Crypto valuations could double as protocols link revenue to tokens: Bitwise CIO

cointelegraphHá 1h

Oxford and NUS Propose the Next-Generation World Model Direction: The Mental World Model is Here

Researchers from Oxford University and NUS propose Mental World Modeling (MWM), a framework that integrates mental variables like beliefs, goals, and social norms into world state representations, alongside physical variables. They argue that conventional world models, focused solely on physical dynamics, often produce predictions that are physically plausible but behaviorally incorrect in human-centric scenarios, as actions depend on both external and internal mental-social states. To validate MWM, they introduce MENTIS, a modular, training-free benchmark system that forces LLMs to perform explicit reasoning steps: parsing a scene into a coupled physical-mental state, generating agent-specific observations, simulating the joint state transition for candidate actions, and evaluating outcomes. Experiments on 8 LLM-based models show that explicit MWM reasoning significantly improves action prediction accuracy (F1 score rising from 63.3 to 87.9 on average), with the largest gains in social interaction scenarios. A key finding is that the primary remaining bottleneck is the simulation of state transitions. The work formalizes MWM and demonstrates its necessity for systems where behavior depends on variables not inferable from physical scenes alone.

marsbitHá 1h

Oxford and NUS Propose the Next-Generation World Model Direction: The Mental World Model is Here

marsbitHá 1h

Wall Street Morning Report: CPI Lands Mildly, U.S. Stocks Stage Deep V-Shaped Reversal, AI Cloud, Storage, and Optical Communications Collectively Surge

Wall Street Morning Report: US stocks staged a deep V-shaped recovery following a mild CPI report, with AI cloud, storage, and optical communication sectors leading the rally. Major indexes were mixed: the Dow dipped slightly, while the S&P 500 and Nasdaq gained, nearing record highs. The July CPI data met expectations, with core inflation hitting its slowest pace since March 2021, further reducing expectations for a September Fed rate hike. Market focus shifted decisively towards AI infrastructure. The Philadelphia Semiconductor Index jumped 2.49%. AI cloud providers NEBIUS and CoreWeave surged 34% and 19% respectively on strong earnings and massive order backlogs. Optical communication stocks like Lumentum and Coherent also posted significant gains. The storage sector rallied broadly, with SK Hynix and Micron among the advancers. Meanwhile, major tech giants saw divergence. Nvidia rose over 3%, while Apple, Microsoft, Amazon, and Meta closed lower. In commodities, gold and silver remained strong, while oil prices retreated as markets awaited developments in the Strait of Hormuz. The US federal budget deficit widened significantly in July, raising long-term concerns. Key upcoming events include US PPI data, Sandisk's investor day, and the SEC's 13F filings deadline, which will reveal institutional holdings.

marsbitHá 1h

Wall Street Morning Report: CPI Lands Mildly, U.S. Stocks Stage Deep V-Shaped Reversal, AI Cloud, Storage, and Optical Communications Collectively Surge

marsbitHá 1h

Trading

Spot

Artigos em Destaque

Como comprar CAP

Bem-vindo à HTX.com!Tornámos a compra de Cap (CAP) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar Cap (CAP) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu Cap (CAP)Depois de comprar o teu Cap (CAP), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona Cap (CAP)Transaciona facilmente Cap (CAP) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

455 Visualizações TotaisPublicado em {updateTime}Atualizado em 2026.06.26

Como comprar CAP

Discussões

Bem-vindo à Comunidade HTX. Aqui, pode manter-se informado sobre os mais recentes desenvolvimentos da plataforma e obter acesso a análises profissionais de mercado. As opiniões dos utilizadores sobre o preço de CAP (CAP) são apresentadas abaixo.

活动图片

Categorias popularesright-arrow

Etiquetas Popularesright-arrow