比特币过热缓解下半年会反弹吗？SUI 交易量超 AVAX 等却遭撤离、哪三种山寨币有买入信号

金色财经Опубликовано 2025-07-31Обновлено 2025-07-31

比特币：过热信号消退，下半年或反弹至 15 万美元

比特币近期跌破 12 万美元，现稳定在 11.75 万美元左右，过热信号逐渐缓解。

分析师指出，短期持有者（1 天至 1 周）的峰值连续走低，当前过热程度和持续时间均短于 2024 年 3-10 月及 2025 年 1-4 月的两次阶段，预计回调温和且短暂。

技术面显示，布林带收紧、RSI 收缩，或预示即将突破。

累计销毁天数（CVD）指标显示，下一个峰值可能接近 14.97 万美元。

不过，交易所储备量创一月新高，需警惕部分持有者抛售带来的压力。

SUI：交易量领先却遇价格疲软，资金流出引关注

SUI 近 24 小时跌 4%，现价 3.82 美元，但 7 月交易量达 445.9 亿美元，超 AVAX、NEAR、HYPE 之和（多出 80 亿美元）。

其 DeFi 协议支持比特币交易（如 BTCfi 在 DeepBook 提供流动性、永续合约等），推动总锁定价值（TVL）自 1 月增长 480% 至 22.95 亿美元（含流动性质押等达 34.8 亿美元），稳定币市值 10.36 亿美元，每日流入 236 万美元。

技术面看，价格突破一目均衡表阻力后回测 3.61 美元，资金流量指数（MFI）降至 36.47，显示资金流出。

但衍生品数据仍谨慎乐观：融资利率为正，未平仓合约从 26.6 亿美元降至 24.1 亿美元，仍高于 20 亿美元，机构兴趣未完全消退。

三种山寨币现买入机会：XRP、MAGACOIN、ADA

XRP：近七日跌 12.46%，现价 3.07 美元，但鲸鱼持续增持，日交易量 68.6 亿美元，ETF 预期仍支撑市场，或形成价格底部。

MAGACOIN FINANCE：预售接近饱和，凭借社区活力和实用功能，预期涨幅达 31 倍，早期投资者 “错失恐惧”（FOMO）明显。

Cardano（ADA）：本周跌 12%，现价 0.7763 美元，日交易量超 10 亿美元。即将到来的午夜空投或提升活跃度，分析师预测 8 月可能升至 1.10 美元。

三者分别代表机构潜力、早期投机机会和社区驱动叙事，值得关注下一轮反弹。

Похожее

After being noticed by IBM, the token of three.ws surged 50 times

IBM's public acknowledgment and collaboration with Solana AI project three.ws sparked a massive 50x surge in its $THREE token. Three.ws is building a "3D Agent Layer" for the internet, aiming to move AI beyond chat interfaces into interactive 3D digital characters that can be embedded on websites. These agents possess bodies (3D models), brains (LLMs), memory, skills, and optional on-chain identities and wallets for payments. The platform's architecture consists of four layers: a Viewer layer for 3D rendering, an Agent layer for AI behavior and skills, an optional Identity layer for persistent profiles, and an Embedding layer for deployment. For monetization, developers can set per-use fees for agent interactions, paid in USDC via the x402 protocol. Key to its enterprise strategy are partnerships with IBM and AWS. Integration with AWS Marketplace provides enterprise billing and deployment channels, while the IBM collaboration aims to combine three.ws's 3D agents with IBM's enterprise AI, cloud services, and Granite models. The challenge remains whether businesses will adopt these embodied AI agents and what utility the $THREE token will ultimately hold within the ecosystem.

foresightnews_api2 мин. назад

After being noticed by IBM, the token of three.ws surged 50 times

foresightnews_api2 мин. назад

Lightspark CEO: In Ten Years, Bitcoin Will Be as Invisible as TCP/IP, Yet Power Trillions in Daily Transactions

A decade from now, Bitcoin will function like TCP/IP — invisible yet foundational, supporting trillions in daily transactions globally, according to Lightspark CEO David Marcus. In this future, a coffee shop in Lagos receives instant payment, a manufacturer in São Paulo settles an invoice with a supplier in Ho Chi Minh City, and a freelancer in Bangalore gets paid weekly from an Austin startup — all via Bitcoin's settlement layer, with none of the parties consciously interacting with it. This vision parallels the adoption of open protocols: first driven by necessity where existing systems fail, then scaling rapidly as tools mature and economic benefits become clear. The structural shift begins with wallets. Modern non-custodial wallets, like Spark, allow users to hold dollars, local currency, and Bitcoin in a single address, seamlessly switching between them. This eliminates friction and revolutionizes global custody, moving significant deposits to user-controlled keys not by ideology, but by superior utility. As a result, Bitcoin becomes the default savings layer for billions, as its fixed supply and appreciating value make it a rational choice for savers holding it alongside stablecoins in their everyday wallets. Businesses follow a similar path, from small companies in emerging markets to multinational corporations, holding Bitcoin alongside operational stablecoins. The latest trend is direct Bitcoin transactions for commerce. When both parties hold Bitcoin, transacting in it becomes the simplest option — no conversions, no intermediary currency. This starts in niche areas like high-value B2B settlements but grows as infrastructure makes sending Bitcoin as easy as stablecoins. An accelerating force is AI agents. By 2036, AI agents conducting commerce on behalf of individuals and firms will increasingly choose Bitcoin for settlement. Optimizing for speed, finality, and minimal counterparty risk across jurisdictions, they find Bitcoin's global, neutral, and programmable network ideal for netting and settling obligations. Thus, Bitcoin is becoming the native currency for machine commerce, just as it has become a native savings asset for humans. The global monetary system is being rebuilt from the protocol layer: open infrastructure, default self-custody, Bitcoin settling everything underneath, with stablecoins as the interface. Most users won't think about Bitcoin when they transact — and they won't need to.

foresightnews_api5 мин. назад

Lightspark CEO: In Ten Years, Bitcoin Will Be as Invisible as TCP/IP, Yet Power Trillions in Daily Transactions

foresightnews_api5 мин. назад

U.S. First Approved Perpetual Futures Launch Signals Wall Street Disruption

The first regulated Bitcoin perpetual futures contract in the US was approved by the CFTC on May 29, marking a significant shift. While the global perpetual market, pioneered by BitMEX in 2016, has grown to over $90 trillion in annual volume, US institutions were previously barred. The newly approved US product, however, differs fundamentally from its offshore counterparts, offering only up to 10x leverage with full customer asset segregation, compared to the 50-100x leverage common overseas. This development is seen as a regulatory endorsement of the asset class, benefiting platforms like Hyperliquid, the largest decentralized exchange, which saw its token surge. Analysts note the rise of perps is disrupting traditional derivatives by offering 24/7 trading, no expiry, and lower fees, capturing short-term speculative demand and pressuring incumbent businesses like Coinbase's spot trading revenue. The article concludes that while perps won't fully replace options, their efficiency makes them superior for most leveraged directional trading.

foresightnews_api8 мин. назад

U.S. First Approved Perpetual Futures Launch Signals Wall Street Disruption

foresightnews_api8 мин. назад

Peeking Through Windows, Precision Hijacking? Two Giants of Prediction Markets Engage in Corporate Espionage

Polymarket, a prediction market platform, is investigating a suspected corporate espionage case involving its main rival, Kalshi. Polymarket accuses Kalshi of stealing business information and copying product launches through potentially illicit means, compiling a "plagiarism file" documenting over a dozen suspiciously coincidental product releases and marketing campaigns. Key incidents include a February 2026 free-grocery pop-up event, where Kalshi launched an almost identical campaign just nine days before Polymarket's scheduled launch, seemingly to siphon attention. Furthermore, an article leaked Kalshi's plans for a perpetual futures trading product merely an hour before Polymarket's own planned announcement for a similar tool in April 2026. Polymarket executives suspect either an internal mole or physical surveillance, noting that the office of Paradigm—a Kalshi investor—directly faces their Manhattan workspace, leading them to install dark window film. Both Paradigm and Kalshi have dismissed the allegations as baseless and ridiculous. Kalshi claims its product developments are independent and coincidental timing is merely market-driven. The rivalry intensifies as both companies secure significant funding, with Polymarket seeking a $15 billion valuation and Kalshi valued at $22 billion amid growing regulatory scrutiny of the prediction market industry.

foresightnews_api9 мин. назад

Peeking Through Windows, Precision Hijacking? Two Giants of Prediction Markets Engage in Corporate Espionage

foresightnews_api9 мин. назад

Hyperliquid, Wall Street's All-Day Trading Convenience Store

**Hyperliquid: Wall Street's 24/7 Trading Convenience Store** Written by Vicky Ge Huang, Wall Street Journal. Hyperliquid, a decentralized crypto trading platform, has become a go-to venue for Wall Street traders, especially during weekends when traditional U.S. markets are closed. Operating 24/7, it allows traders to pre-position or close trades ahead of market opens, capitalizing on events like geopolitical news. The platform, founded by former Hudson River Trading quant Jeff Yan, offers perpetual contracts on a wide range of assets, including Bitcoin, the S&P 500, oil, and even pre-IPO companies like SpaceX. Its growth exemplifies the merging of traditional finance and crypto markets, attracting significant volume from professional traders seeking leverage and constant access. A key differentiator, according to Yan, is user self-custody of assets—a necessity highlighted by the FTX collapse. Despite U.S. regulatory restrictions, some American users reportedly access the platform via VPN, drawn by its ease of use, lack of stringent KYC, and strong community culture on platforms like Discord and X. The platform is not without risks. Perpetual contracts are complex and highly leveraged, leading to massive liquidations during market volatility. Hyperliquid itself saw $10 billion in liquidations during a market crash in October last year. Regulatory warnings emphasize insufficient risk disclosure for retail investors. With about 11 employees, Hyperliquid and its associated blockchain reportedly generated around $800 million in revenue last year. Its native token, HYPE, has surged over 100% since late 2024. The platform plans to expand into prediction markets and options trading, aiming to become a hub for all financial activity.

foresightnews_api12 мин. назад

Hyperliquid, Wall Street's All-Day Trading Convenience Store

foresightnews_api12 мин. назад

Торговля

Спот

Фьючерсы

Обсуждения

Добро пожаловать в Сообщество HTX. Здесь вы сможете быть в курсе последних новостей о развитии платформы и получить доступ к профессиональной аналитической информации о рынке. Мнения пользователей о цене на AVAX (AVAX) представлены ниже.

比特币过热缓解下半年会反弹吗？SUI 交易量超 AVAX 等却遭撤离、哪三种山寨币有买入信号

Похожее

After being noticed by IBM, the token of three.ws surged 50 times

Lightspark CEO: In Ten Years, Bitcoin Will Be as Invisible as TCP/IP, Yet Power Trillions in Daily Transactions

U.S. First Approved Perpetual Futures Launch Signals Wall Street Disruption

Peeking Through Windows, Precision Hijacking? Two Giants of Prediction Markets Engage in Corporate Espionage

Hyperliquid, Wall Street's All-Day Trading Convenience Store

Торговля

Популярные статьи

Как купить AVAX

Обсуждения

Топ вопросы

Популярные категории

Популярные теги