牛市放缓？美联储降息概率跌至40%、HYPE等成Q2最活跃社区、ADA看涨要再涨

金色财经2025-07-31 tarihinde yayınlandı2025-07-31 tarihinde güncellendi

美联储降息预期降温，加密牛市或放缓

美联储维持利率在 4.25%-4.5% 区间，主席鲍威尔对 9 月降息未明确表态，导致市场对该月降息的预期从 63% 降至 40%。当前美国通胀率 2.7%，过去四个月持续上升，若失业率稳定、关税推高物价，降息或更难实现。

分析师认为，美联储的谨慎立场可能放缓加密牛市节奏，但潜在流动性增加或为后续反弹铺路。不过市场仍预计年底前有 1-2 次降息。消息公布后加密市场短暂下跌，亚洲时段反弹，总市值约 3.94 万亿美元，近两周呈横盘震荡。

Q2 最具信心加密社区：HYPE、SPX、PENGU 领跑

最新加密信心指数显示，Q2 市场情绪分化明显：

• HYPE 以 88.02 分居首，价格涨 203.54%，新去中心化期权协议引发关注，81.76% 讨论为正面。

• SPX 次居，得分 85.43，季度涨 169.60%，社区韧性强，仅 8.8% 讨论负面。

• PENGU 第三，得分 80.38，从历史高点跌超 90% 后反弹，季度涨 172.48%，因 ETF 申请和 Telegram 游戏推动。

最悲观的是 GateToken（GT），得分仅 3.08，价格跌 31.57%，30.28% 讨论含负面情绪。

卡尔达诺（ADA）看涨信号显现，目标剑指 0.88 美元

ADA 从 0.728 美元区域反弹，突破 0.745、0.765 美元阻力及小时图看涨趋势线，目前在 0.80 美元下方震荡。

上行阻力位：0.792 美元、0.808 美元，突破后或涨至 0.88 美元，甚至 0.92 美元。

下行支撑：0.752 美元、0.728 美元，跌破或下探 0.70 美元。

技术指标显示，小时图 MACD 看涨，RSI 高于 50，短期势头偏多。

七月替代选择：0.0085 美元 Unilabs Finance 受关注

• SUI 表现稳健，DeFi 总锁定价值创 22.2 亿美元新高，近月涨 35%，某上市公司拟斥 4.5 亿美元收购。

• Solana（SOL）近周跌 10%，因 SEC 推迟灰度 Solana 信托决策至 10 月 10 日，但机构兴趣仍存（某 ETF 净流入超 1 亿美元）。

而 Unilabs Finance（UNIL）成替代热点：AI 驱动的资产管理平台，AUM 超 3000 万美元，预售筹 720 万美元，现处第五阶段，代币价 0.0081 美元。

其早期项目评分工具和稳定币储蓄账户受青睐，被认为七月或超越 SUI、Solana 表现。

İlgili Okumalar

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 dk önce

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

foresightnews_api2 dk önce

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 dk önce

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

foresightnews_api5 dk önce

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_api7 dk önce

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

foresightnews_api7 dk önce

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 dk önce

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

foresightnews_api9 dk önce

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_api11 dk önce

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

foresightnews_api11 dk önce

İşlemler

Spot

Futures

Popüler Makaleler

ADA Nasıl Satın Alınır

HTX.com’a hoş geldiniz! Cardano (ADA) 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 Cardano (ADA) 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: Cardano (ADA) Varlıklarınızı SaklayınCardano (ADA) 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: Cardano (ADA) Varlıklarınızla İşlem YapınHTX'in spot piyasasında Cardano (ADA) 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.

1.4k 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 ADA (ADA) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.