【反常】SUI 交易量碾压 AVAX、NEAR、HYPE，交易员却集体撤离？

ambcrypto2025-07-31 tarihinde yayınlandı2025-07-31 tarihinde güncellendi

Özet

SUI 在可扩展性方面的成功推动了其销量，但其价格仍然疲软。

关键要点

SUI 的月交易量超过了 AVAX、HYPE 和 NEAR 的总和，达到 445.9 亿美元。交易量的激增与 BTCfi 在 DeepBook 上的上线以及 TVL 创纪录的增长同步。

截至发稿时，根据 CoinMarketCap 的数据， Sui [SUI]在过去 24 小时内下跌了 4% 。继本周早些时候短暂上涨之后，此次下跌反映了加密货币市场的整体情绪。

SUI 一度飙升至 4.40 美元的局部高点，尽管有所回调，但链上交易量依然强劲。CoinGecko 的数据显示，SUI 的交易量持续上升。

SUI 赢得比赛

从分析来看，SUI 代币的交易量超过了Avalanche [AVAX]、Hyperliquid [HYPE]和Near Protocol [NEAR]的总和。

SUI 7 月份的交易量为 445.9 亿美元，比其竞争对手高出 80 亿美元。该交易量涵盖了中心化交易所 (CEX) 和去中心化交易所 (DEX) 的所有掉期交易，这证明了该山寨币的广泛接受度。

交易量的增长是由 Cetus 等不断发展的协议和新推出的 BTCfi 共同推动的，这些协议为网络开辟了新的流动性途径。

是什么推动了这一激增？

SUI 交易量的主要驱动因素之一是其 DeFi 协议，该协议现已支持比特币 [BTC]。考虑到 BTC 代币的扩容难度，这是一个新的里程碑。

BTCfi 将允许在 SUI 的 DeepBook 上使用比特币来为资金池、交易永续合约和期权、杠杆、借贷提供流动性。

正如 X （前身为 Twitter）所述，这将在 L1 区块链上引入全新的流动性。

自 1 月份以来，SUI 的总锁定价值增长了 480% 以上，到 7 月底达到 22.95 亿美元。

当考虑流动性质押、借款和重复计算的资金时，TVL 总额达到了 34.8 亿美元，创历史新高。

稳定币活动也保持强劲，市值为 10.36 亿美元，每日流入量为 236 万美元，表明跨协议的资本部署稳定。

SUI 翻转 Ichimoku Cloud 阻力

尽管山寨币在交易量方面领先，但价格却试图维持在一目均衡表上方。价格走势已经突破了该水平，这与下降趋势线相吻合。

SUI 的交易价格为 3.82 美元，价格似乎已重新测试 3.61 美元区域。

动量震荡指标显示出温和的看涨势头，但卖方占据了成交量主导地位。

资金流量指数 (MFI) 降至 36.47，表明尽管结构性增长呈正增长，但资金仍在流出该资产。

尽管价格疲软，但衍生品数据显示前景谨慎乐观。持仓量加权融资利率仍为正值，表明多头交易者仍在为空头支付。

与此同时，未平仓合约从 26.6 亿美元下降至 24.1 亿美元，但关键的是仍保持在 20 亿美元的门槛之上。

这种韧性暗示，即使在更广泛的市场调整中，机构或鲸鱼的兴趣也没有完全枯竭。

İlgili Okumalar

Near Returns to the AI Stage: Transformation into a Public Chain Due to 'Payroll Difficulties,' Agent and Privacy Emerge as New Growth Narratives

NEAR Returns to AI Origins: From Payroll Struggles to Blockchain, Now Focusing on AI Agents and Privacy NEAR Protocol's journey began not with grand blockchain ambitions, but from a practical hurdle: its AI startup founders, including Transformer paper co-author Illia Polosukhin, couldn't efficiently pay international developers in 2017. This led them to pivot and build a high-performance, scalable blockchain. After years navigating various crypto narratives like sharding and cross-chain interoperability, NEAR is now leveraging its AI roots to re-enter the AI arena. A key driver is its "NEAR Intents" layer, which abstracts complex cross-chain transactions. Users simply state their goal (e.g., swap BTC for ETH), and a solver network finds the optimal route. This system has processed over $20B in cross-chain volume, generating significant fee revenue. A major growth area is private transactions via "Confidential Intents/Swaps," which hide trade details until settlement to protect against MEV and front-running. Remarkably, private swaps recently accounted for over 40% of NEAR's transaction volume, highlighting strong demand but also potential regulatory scrutiny. With its AI-founder pedigree, NEAR is positioning itself at the intersection of blockchain, AI agents, and privacy, aiming to become infrastructure for the emerging agent economy while navigating the challenges of its rapid adoption.

marsbit1 saat önce

Near Returns to the AI Stage: Transformation into a Public Chain Due to 'Payroll Difficulties,' Agent and Privacy Emerge as New Growth Narratives

marsbit1 saat önce

From Ethereum to AI's 'CROPS': What Exactly is This Set of 'Slow Variables' That Vitalik Repeatedly Emphasizes?

In recent discussions, Vitalik Buterin has frequently emphasized the concept of "CROPS," a framework defining core values for Ethereum's development. CROPS stands for Censorship Resistance, Capture Resistance, Open Source, Privacy, and Security. Initially outlined in the Ethereum Foundation's "EF Mandate," it represents a commitment to user sovereignty, ensuring that the network resists external control, remains open, protects privacy, and prioritizes security. The relevance of CROPS extends beyond Ethereum's foundational principles, becoming crucial in the context of AI integration. As AI agents begin handling wallet operations and automated transactions, the risk increases that users may cede control over their digital assets, privacy, and intentions to centralized AI service providers. A "CROPS AI" would therefore emphasize local execution where possible, privacy-preserving remote model calls (e.g., using zero-knowledge proofs), and transparent, verifiable processes to maintain user agency. Vitalik highlights a significant convergence between "CROPS Ethereum access layer" and "CROPS AI." Both address the same fundamental challenge: how users can access powerful services—be it blockchain data via RPCs or AI models—without exposing sensitive information or relinquishing ultimate control. This intersection points toward a future digital entry point that is more private, secure, and user-controlled. Ultimately, CROPS is not merely an abstract ideal but a practical guidepost. It steers development—from protocol resilience and wallet design to AI agent safety—towards a future where users retain self-sovereignty even as digital systems grow more complex and powerful. In an era of accelerating AI adoption, these "slow variables" of censorship resistance, openness, privacy, and security may define Ethereum's enduring value.

marsbit2 saat önce

From Ethereum to AI's 'CROPS': What Exactly is This Set of 'Slow Variables' That Vitalik Repeatedly Emphasizes?

marsbit2 saat önce

Zcash Bug Could Have Minted Unlimited ZEC Undetected

A critical vulnerability in Zcash's Orchard shielded pool, discovered by researcher Taylor Hornby on May 29, 2026, could have allowed an attacker to create an unlimited amount of undetectable counterfeit ZEC. The flaw, involving an under-constrained element in the Orchard circuit, existed from the pool's 2022 activation until an emergency fix was deployed by June 2, 2026. Hornby identified the bug using AI-assisted auditing tools and confirmed its exploitability in a test environment. Due to Orchard's privacy features, which hide transaction amounts and history, there is no cryptographic way to prove whether the vulnerability was exploited before the fix. While Shielded Labs assesses prior exploitation as unlikely, this uncertainty has sparked a debate on proving supply integrity in privacy-preserving systems. In response, Shielded Labs and other developers are exploring a network upgrade, potentially involving a new shielded pool and formal verification of the circuit rules to prevent future vulnerabilities and allow verification of the ZEC supply's integrity. ZEC's price fell nearly 45% following the disclosure.

bitcoinist2 saat önce

Zcash Bug Could Have Minted Unlimited ZEC Undetected

bitcoinist2 saat önce

Silicon Valley 'Startup Guru' Steve Hoffman: Web3 + AI Could Be a Trap

Silicon Valley investor and "Godfather of Startups" Steve Hoffman warns that combining Web3 with AI is likely a trap, not a promising venture. In an interview, Hoffman argues that while AI is a foundational technology touching all industries, Web3 adds complexity, friction, and regulatory risk without solving mainstream consumer or business needs. He advises founders to focus on deep, specialized applications where startups can out-iterate giants, rather than on generic features easily replicated by large tech companies. Hoffman observes that Silicon Valley will lead foundational AI research, while China excels at rapid, large-scale application and commercialization, particularly in robotics. He stresses that AI-driven autonomous agents capable of collaborative, multi-step tasks are 2-4 years away, which will cause significant job displacement. The solution is not to slow AI but to redesign business models around human-AI collaboration and reform social systems like education and retraining. For startups, Hoffman recommends focusing on vertical, expertise-heavy domains to build defensibility. He sees major opportunities in AI fraud detection and cybersecurity. Key founder mindsets include systemic thinking over feature-focus, relentless customer centricity, building adaptive teams, and deeply understanding AI's capabilities and limits. Hoffman is also leading a non-profit initiative to establish university centers aimed at training future leaders in responsible, human-value-aligned AI innovation.

marsbit3 saat önce

Silicon Valley 'Startup Guru' Steve Hoffman: Web3 + AI Could Be a Trap

marsbit3 saat önce

Token Inefficient, Economy Tokenless

The article "Tokens Aren't Economical, Economics Aren't Tokenized" analyzes a pivotal shift in the AI industry from a technology-driven narrative to one dominated by capital efficiency. It highlights two concurrent trends: a severe capital shortage due to the exorbitant and recurring costs of compute (e.g., OpenAI's high burn rate) and a wave of corporate spin-offs where major tech companies are separating their AI units (like Kuaishou's Kling and Baidu's Kunlunxin). The core argument is that AI's "anti-internet" business model, where user growth increases costs rather than profits, has created a disconnect between high valuations and actual cash flow. Spin-offs address this by allowing AI assets to be valued independently. Within a parent company, they are seen as cost centers, but as standalone entities, they are priced based on their growth potential and scarcity in the primary market, leading to massive valuation premiums (e.g., Kling's estimated value tripling post-spin-off). The industry is at an inflection point, moving from "model worship" to "value realization." The competition is evolving from a pure compute (GPU) race to a broader focus on systemic efficiency and full-stack engineering (involving CPUs and orchestration) to achieve viable commercialization. The year 2026 is framed as a critical moment where the industry must definitively answer how to economically translate AI capability into tangible business value, reshaping the sector's future power structure.

marsbit3 saat önce

marsbit3 saat önce

İşlemler

Spot

Futures

Popüler Makaleler

NEAR Nasıl Satın Alınır

HTX.com’a hoş geldiniz! NEAR Protocol (NEAR) satın alma işlemlerini basit ve kullanışlı bir hâle getirdik. Adım adım açıkladığımız rehberimizi takip ederek kripto yolculuğunuza başlayın. 1. Adım: HTX Hesabınızı OluşturunHTX'te ücretsiz bir hesap açmak için e-posta adresinizi veya telefon numaranızı kullanın. Sorunsuzca kaydolun ve tüm özelliklerin kilidini açın. Hesabımı Aç2. Adım: Kripto Satın Al Bölümüne Gidin ve Ödeme Yönteminizi SeçinKredi/Banka Kartı: Visa veya Mastercard'ınızı kullanarak anında NEAR Protocol (NEAR) satın alın.Bakiye: Sorunsuz bir şekilde işlem yapmak için HTX hesap bakiyenizdeki fonları kullanın.Üçüncü Taraflar: Kullanımı kolaylaştırmak için Google Pay ve Apple Pay gibi popüler ödeme yöntemlerini ekledik.P2P: HTX'teki diğer kullanıcılarla doğrudan işlem yapın.Borsa Dışı (OTC): Yatırımcılar için kişiye özel hizmetler ve rekabetçi döviz kurları sunuyoruz.3. Adım: NEAR Protocol (NEAR) Varlıklarınızı SaklayınNEAR Protocol (NEAR) satın aldıktan sonra HTX hesabınızda saklayın. Alternatif olarak, blok zinciri transferi yoluyla başka bir yere gönderebilir veya diğer kripto para birimlerini takas etmek için kullanabilirsiniz.4. Adım: NEAR Protocol (NEAR) Varlıklarınızla İşlem YapınHTX'in spot piyasasında NEAR Protocol (NEAR) ile kolayca işlemler yapın.Hesabınıza erişin, işlem çiftinizi seçin, işlemlerinizi gerçekleştirin ve gerçek zamanlı olarak izleyin. Hem yeni başlayanlar hem de deneyimli yatırımcılar için kullanıcı dostu bir deneyim sunuyoruz.

355 Toplam GörüntülenmeYayınlanma 2024.12.10Güncellenme 2026.06.02

Tartışmalar

HTX Topluluğuna hoş geldiniz. Burada, en son platform gelişmeleri hakkında bilgi sahibi olabilir ve profesyonel piyasa görüşlerine erişebilirsiniz. Kullanıcıların NEAR (NEAR) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.