La cuota de mercado de Bitcoin subió 0,93% a 58,63%, mientras que el Índice de Altcoin bajó a 49, recordando que la rotación sigue siendo cautelosa, no explosiva.
Los flujos de Stablecoin se mantuvieron moderados. El 2 de septiembre, la canasta registró entradas netas de $19M, con $21M en USDT compensados por una salida de $34M en USDC. El suministro total ahora es de $244.565B.
La imagen de los ETF contó una historia diferente. Solo en agosto, los ETF de ETH spot de EE.UU. recaudaron $3.87B de entradas netas, un récord, mientras que los ETF de BTC spot perdieron $751M en el mismo período. Las instituciones están cargando ETH mientras reducen BTC: una clara divergencia.
Macro y política
La herramienta FedWatch estima la probabilidad de un recorte de 25 puntos básicos en septiembre en 89,6%, mientras que el Secretario del Tesoro Bessent reafirmó que la Fed debería permanecer independiente, admitió que ha cometido “muchos errores.”
Mientras tanto, el próximo nominado para la Fed, Milan, podría ocupar su asiento antes de la reunión de septiembre. El oro subió 0,98% a $3,480.65, alcanzando un nuevo máximo histórico.
En el frente geopolítico, la especulación sobre la salud de Trump sacudió los mercados, con expertos advirtiendo que una inestabilidad repentina podría redefinir la valoración del riesgo global.
WLFI: gobernanza y tokenomics en foco
El equipo de WLFI lanzó una nueva propuesta de gobernanza para redirigir todas las tarifas de liquidez propiedad del protocolo (POL) hacia la compra de WLFI en el mercado abierto y quemarlo permanentemente. Las tarifas de LPs comunitarios o de terceros permanecerían intactas.
WLFI también aclaró su tokenomics tras la confusión sobre la circulación inicial. Los documentos oficiales confirman:
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24.66B tokens WLFI al lanzamiento.
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10B WLFI reservados para desbloqueo del ecosistema.
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7.78B WLFI asignados a Alt5 Sigma (≈8% del suministro).
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2.88B WLFI destinados para liquidez y marketing.
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4.00B WLFI distribuidos a participantes de la venta pública, representando 20% de sus asignaciones desbloqueadas en el lanzamiento.
El debate sobre la flotación real de WLFI continúa, pero la propuesta de quema podría ayudar a calmar las preocupaciones.
Cómo comenzar a comerciar WLFI
WLFI es el nuevo en el bloque, construido para sacudir el juego de las finanzas tokenizadas. Si quieres entrar temprano, Toobit te ofrece la manera más sencilla de comerciar WLFI. Spot, Futuros y la suite completa de herramientas están listas para usar.
Destacados de la industria
El protocolo BRC20 anunció “BRC2.0,” integrando la Máquina Virtual de Ethereum (EVM). La actualización, ejecutada por el desarrollador de Ordinals Best in Slot y el fundador de BRC20 Domo, se activó en el bloque de Bitcoin altura 912,690. Apunta a ofrecer programabilidad al estilo de Ethereum con seguridad a nivel de Bitcoin.
Bonk insinuó un gran anuncio, con especulaciones que apuntan a nuevas asociaciones y herramientas del ecosistema.
Observación Alpha
Holoworld (HOLO) TGE se lanzó el 2 de septiembre a las 16:00 hora de Beijing, con mecánicas de sobresuscripción y un límite de 3 BNB por usuario. Un programa de impulso para usuarios con 61+ puntos Alpha está distribuyendo 51.2M tokens HOLO.
BRC2.0 ya está atrayendo actividad de desarrollo. Los analistas esperan que surjan rápidamente juegos de composibilidad entre cadenas.
Los observadores de memes están entusiasmados con el próximo movimiento de Bonk, llamándolo “el grande.”
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