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

ambcryptoОпубліковано о 2025-07-31Востаннє оновлено о 2025-07-31

Анотація

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。

Пов'язані матеріали

Anthropic Cries Wolf: Is the AGI Threat Real, or Just an IPO Story?

Anthropic has published an article titled "When AI builds itself," discussing the emerging concept of "recursive self-improvement," where AI begins to actively participate in designing, training, testing, and optimizing its own subsequent versions. The company presents internal data showing that by May 2026, over 80% of code merged into its codebase was written by Claude, its AI model. Claude's capabilities have expanded to handling complex, open-ended engineering tasks, achieving a 76% success rate in such areas, and even contributing to research processes, such as optimizing code performance and conducting AI safety experiments. Anthropic outlines an evolution from human-driven development to AI-assisted workflows, culminating in the current stage where AI agents can autonomously write, run, and delegate code. The company cautions that the path toward a "closed loop," where AI continuously improves itself, is becoming visible. It calls for coordinated global mechanisms to potentially slow or pause frontier AI development to allow safety research and societal structures to catch up. However, the timing of this warning coincides with Anthropic's preparations for an IPO, framing the narrative not just as a safety concern but also as a demonstration of Claude's advanced capabilities and its integral role in accelerating Anthropic's own R&D—creating a potential "flywheel" effect for competitive advantage. This contrasts with OpenAI's recent, more policy-oriented discussion of the same risks, highlighting the competitive dynamics in the AI industry as companies position themselves in both the technological and regulatory landscape.

marsbit8 хв тому

Anthropic Cries Wolf: Is the AGI Threat Real, or Just an IPO Story?

marsbit8 хв тому

Coinbase Targets Crypto Crime, Freezing $3M Linked To Scam Operations

Coinbase froze over $3 million in cryptocurrency linked to Southeast Asian scam networks as part of a multi-agency "Disruption Week" campaign. The operation, coordinated by the DOJ's Scam Center Strike Force, involved companies like Meta, Microsoft, and Starlink, and disrupted over 1.4 million scam accounts. The DOJ noted that investment fraud, including "pig butchering" scams, is among the fastest-growing threats, with crypto-related scams causing billions in losses. This action follows other recent crackdowns targeting scam infrastructure globally. Coinbase highlighted that blockchain provides a permanent transaction record, aiding investigations and countering the narrative that crypto is solely a tool for crime.

bitcoinist13 хв тому

Coinbase Targets Crypto Crime, Freezing $3M Linked To Scam Operations

bitcoinist13 хв тому

BIT Research: ETF Purchases Have Slowed, Strategy (MicroStrategy) Has Slowed, What Else Can Drive Bitcoin's Rise?

Market Refocus on Inflation and Rate Expectations Weighs on Bitcoin Currently, the market is in a phase of macro-repricing dominated by inflation and interest rate expectations. Bitcoin, which previously benefited from easy liquidity and low inflation, is seeing its core bullish drivers weaken. These drivers were market expectations for interest rate cuts and strong inflows from Bitcoin ETFs and institutions like MicroStrategy (referred to as "Strategy" in the text). The logic has shifted. Recent high inflation data (e.g., CPI hitting 3.8% in a May 2026 report) has caused the market to sharply reduce its rate cut expectations for 2025 and even price in potential hikes. This is a key constraint for Bitcoin, as it lacks cash flows and is highly sensitive to rate expectations. Concurrently, institutional capital flows have slowed significantly. Following the hot CPI data, Bitcoin ETFs saw accelerated outflows, with around $4.3 billion leaving over a period. MicroStrategy's ability to keep adding substantial Bitcoin to its balance sheet is also diminishing. Together, ETF and MicroStrategy holdings total roughly $110 billion, but their momentum as growth engines is cooling. In summary, Bitcoin's current pressure stems not from its own fundamentals but from a changing macro environment. As long as inflation stays elevated, Bitcoin is likely to remain in a consolidating phase. However, historically, inflation eventually peaks. Once it recedes and rate cut expectations rebuild, institutional capital could return, potentially fueling a new and more robust recovery phase for Bitcoin.

marsbit16 хв тому

BIT Research: ETF Purchases Have Slowed, Strategy (MicroStrategy) Has Slowed, What Else Can Drive Bitcoin's Rise?

marsbit16 хв тому

Earning 1000 Trillion in Half a Year, 'Pocketing' 20 Million per Capita: This Round of Wealth Creation in the Korean Stock Market is Unprecedented in Scale

The South Korean stock market is experiencing an unprecedented wealth surge in 2026, with household equity and fund asset values soaring by over 1,000 trillion KRW (~$730bn) year-to-date. This translates to an average per capita wealth increase of roughly 20 million KRW, fueled by a historic 109% rally in the KOSPI index. The boom is driven by three converging forces: an AI-driven semiconductor supercycle boosting giants like Samsung and SK Hynix; the government's "Value-Up" market reforms addressing long-standing corporate governance issues; and aggressive real estate regulations that have locked capital within financial markets, preventing profits from flowing back into property. This has triggered a wealth effect, boosting high-end consumption significantly. However, the gains are highly concentrated. The two semiconductor behemoths account for over half the index's value, but retail investors own relatively low stakes in them, systematically missing the biggest rallies. Wealth and consumption benefits are skewed towards luxury goods and imported cars, bypassing mainstream retail. Further risks stem from excessive leverage, with high trading volume in leveraged ETFs, and a market sentiment heavily reliant on the AI sector's fortunes and speculative rumors. While this cycle marks a potential shift from real estate to equities as a primary wealth generator for Koreans, its sustainability, amid structural imbalances and leverage, remains a critical test.

marsbit21 хв тому

Earning 1000 Trillion in Half a Year, 'Pocketing' 20 Million per Capita: This Round of Wealth Creation in the Korean Stock Market is Unprecedented in Scale

marsbit21 хв тому

Behind ZEC's Over 30% Plunge: An 'Unlimited Minting' Vulnerability with No Way to Prove if It Was Ever Exploited

A critical vulnerability was discovered in Zcash's Orchard privacy pool, allowing for the theoretical creation of undetectable counterfeit ZEC. Researcher Taylor Hornby found the flaw on May 29th, 2024, within the Orchard circuit's cryptographic constraints, which could let an attacker bypass asset conservation rules. Although a rapid emergency fix was deployed within days via a coordinated soft and hard fork, a core uncertainty remains: due to Orchard's privacy features, it is impossible to cryptographically prove whether this "unlimited mint" flaw was exploited in the nearly four years since the pool's 2022 launch. This uncertainty, rather than the patched flaw itself, triggered a market panic, causing ZEC's price to drop over 30%. While the Zcash Foundation stated no evidence of exploitation was found, independent entity Shielded Labs emphasized the impossibility of definitively proving no counterfeit ZEC was ever created. The incident highlights the unique trust challenge in privacy systems. To address this, developers are proposing a new network upgrade with enhanced auditing to allow verifiable proof of supply integrity. Notably, the researcher utilized the newly released AI model Claude Opus 4.8 as a tool during the security review, signaling the growing role of advanced AI in uncovering complex cryptographic vulnerabilities.

marsbit24 хв тому

Behind ZEC's Over 30% Plunge: An 'Unlimited Minting' Vulnerability with No Way to Prove if It Was Ever Exploited

marsbit24 хв тому

Торгівля

Спот

Ф'ючерси

Популярні статті

Як купити NEAR

Ласкаво просимо до HTX.com! Ми зробили покупку NEAR Protocol (NEAR) простою та зручною. Дотримуйтесь нашої покрокової інструкції, щоб розпочати свою криптовалютну подорож.Крок 1: Створіть обліковий запис на HTXВикористовуйте свою електронну пошту або номер телефону, щоб зареєструвати обліковий запис на HTX безплатно. Пройдіть безпроблемну реєстрацію й отримайте доступ до всіх функцій.ЗареєструватисьКрок 2: Перейдіть до розділу Купити крипту і виберіть спосіб оплатиКредитна/дебетова картка: використовуйте вашу картку Visa або Mastercard, щоб миттєво купити NEAR Protocol (NEAR).Баланс: використовуйте кошти з балансу вашого рахунку HTX для безперешкодної торгівлі.Треті особи: ми додали популярні способи оплати, такі як Google Pay та Apple Pay, щоб підвищити зручність.P2P: Торгуйте безпосередньо з іншими користувачами на HTX.Позабіржова торгівля (OTC): ми пропонуємо індивідуальні послуги та конкурентні обмінні курси для трейдерів.Крок 3: Зберігайте свої NEAR Protocol (NEAR)Після придбання NEAR Protocol (NEAR) збережіть його у своєму обліковому записі на HTX. Крім того, ви можете відправити його в інше місце за допомогою блокчейн-переказу або використовувати його для торгівлі іншими криптовалютами.Крок 4: Торгівля NEAR Protocol (NEAR)Легко торгуйте NEAR Protocol (NEAR) на спотовому ринку HTX. Просто увійдіть до свого облікового запису, виберіть торгову пару, укладайте угоди та спостерігайте за ними в режимі реального часу. Ми пропонуємо зручний досвід як для початківців, так і для досвідчених трейдерів.

362 переглядів усьогоОпубліковано 2024.12.10Оновлено 2026.06.02

Обговорення

Ласкаво просимо до спільноти HTX. Тут ви можете бути в курсі останніх подій розвитку платформи та отримати доступ до професійної ринкової інформації. Нижче представлені думки користувачів щодо ціни NEAR (NEAR).