# Market Sentiment的所有文章

在 HTX 新聞中心流覽與「Market Sentiment」相關的最新資訊與深度分析。潘蓋市場趨勢、專案動態、技術進展及監管政策,提供權威的加密行業洞察。

Kevin Warsch's Fed Decision Nears: Here's Why TD Securities Thinks the Dollar Could Still Fall

The upcoming Federal Reserve decision under Chair Kevin Warsh is widely expected to result in no change to interest rates for the fifth consecutive meeting, with market-implied probability at 95-98%. Bitcoin has already reacted to this uncertainty, briefly dropping before stabilizing near $63,660, extending its July losses. TD Securities argues that despite this consensus, markets are still mispricing the risk of a rate hike. The bank contends that the dollar is poised to fall once the Fed confirms a hold, as current pricing reflects an exaggerated probability of tightening driven by geopolitical risk premiums, not likely Fed action. This potential mispricing represents one of the largest gaps between market expectations and actual Fed policy in a decade. Post-decision, TD forecasts further dollar weakening, expecting a roughly 2% decline by late 2026, as the Fed is seen maintaining rates absent clear evidence of sustained inflation and labor market strength. For Bitcoin, the Fed's tone is critical. A hold accompanied by dovish signals, strong AI investment forecasts, and positive upcoming PCE inflation data could support a move toward $68,000-$70,000. Conversely, unexpectedly hawkish communication risks pushing prices back toward the $58,000-$60,000 range. A weaker dollar, as predicted by TD, could also provide a supportive backdrop for Bitcoin and other risk assets.

cryptonews.ru4 小時前

Kevin Warsch's Fed Decision Nears: Here's Why TD Securities Thinks the Dollar Could Still Fall

cryptonews.ru4 小時前

Memecoins Reclaim 29% of Spot Trading Volume on Solana DEX, Highest Since August 2025

Memecoins on Solana have surged back to account for 29% of the network's decentralized exchange (DEX) spot trading volume for the week of July 20-26, marking their highest share since August 2025. This represents a significant jump from the 10-15% levels seen just weeks prior. The resurgence is largely attributed to the explosive rise of the memecoin $ANSEM ("The Black Bull"), which saw an 18,000% surge in three days after its June launch and peaked at a market cap near $449 million, revitalizing trading activity on platforms like Pump.fun. Despite this memecoin rally, the data refutes the simplified view of Solana as a memecoin-dominated chain. SOL-stablecoin pairs accounted for 37% of weekly volume, stablecoin-to-stablecoin swaps made up 22%, with foreign tokens, project tokens, and tokenized assets comprising smaller shares. Memecoins ranked second, not first. The article highlights Solana's underlying strength beyond speculative activity. The network's stablecoin supply surpassed $15 billion in July and remained resilient during the 2026 market downturn. Furthermore, Solana leads all networks in the number of tokenized real-world assets (RWAs), hosting 2,582 such assets valued over $3.5 billion. Institutional adoption, evidenced by firms like Western Union and B2C2 utilizing the chain for settlements, underscores its growing utility. While memecoin volumes are cyclical, Solana's stablecoin and RWA ecosystems have shown consistent, counter-cyclical growth.

cryptonews.ru6 小時前

Memecoins Reclaim 29% of Spot Trading Volume on Solana DEX, Highest Since August 2025

cryptonews.ru6 小時前

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