Bitcoin dan total kapitalisasi pasar kripto baru saja mencetak rekor baru, tetapi sorakan paling keras adalah untuk Ethereum, sekarang hanya 2,7 persen lagi dari memecahkan rekor tertinggi sepanjang masa.
Reli ETH telah menarik seluruh pasar alt ke wilayah hijau, mendorong Indeks Altcoin naik ke 41. Dengan dominasi BTC turun ke 59,76 persen, bisikan rotasi semakin sulit diabaikan.
Stablecoin sedang terbang masuk. Pada 14 Agustus saja, arus masuk bersih mencapai $1,174B, dengan USDT menambahkan $397M dan USDC menambahkan $735M, meningkatkan total pasokan menjadi $234,552B.
ETF mengikuti tanpa angka BlackRock, ETF BTC menambahkan $82M dan ETF ETH menarik $228M pada 13 Agustus.
Kebijakan panas: peluang pemotongan suku bunga mencapai 100%
Sekretaris Keuangan Bessent mengatakan kepada media bahwa suku bunga AS seharusnya 150–175 bps lebih rendah dan mengisyaratkan pemotongan 50 bps pada bulan September.
Data CME sekarang memperkirakan peluang 100 persen pemotongan September, dengan pedagang terbagi antara 25 atau 50 bps.
Cara memulai perdagangan Bitcoin
Bitcoin adalah OG—masih raja bukit, masih menggerakkan pasar. Apakah Anda menumpuk sats atau pergi full degen dengan leverage, Toobit memberi Anda semua yang Anda butuhkan. Spot, Futures, dan semua lonceng dan peluit.
Pergerakan DeFi: a16z mengajukan safe harbor, BMNR dan Sharplink merencanakan $20–40B ETH grab
Setelah menghentikan dorongan fee-switch Uniswap awal tahun ini, a16z dan DeFi Education Fund sekarang mengajukan petisi kepada SEC untuk "safe harbor" regulasi untuk melindungi frontend DeFi dari aturan broker-dealer. Jika disetujui, ini bisa menjadi lampu hijau untuk switch protokol fee Uniswap yang telah lama ditunggu-tunggu.
I see SBET/BMNR combined buying $20-40bn of ETH in 25', most of which will be placed into onchain borrow markets, drawing stables to loop or farm
— Vance Spencer (@pythianism) August 12, 2025
This will be the most meaningful active capital injection in DeFi ever
Future of france
Di tempat lain, Vance Spencer dari Framework Ventures mengatakan Bitmine dan Sharplink sedang bersiap untuk bersama-sama membeli $20–40B dalam ETH, sebagian besar akan masuk ke pasar pinjaman on-chain untuk menarik stables dan loop yield — yang akan menjadi injeksi modal aktif terbesar dalam sejarah DeFi.
Perbendaharaan Solana dan permainan kekuatan WLFI
"Mikrostrategi" Solana menumpuk besar: Upexi memegang 2M SOL, DFDV memegang 1,29M SOL, dan HODL dari Kanada memiliki lebih dari 400K SOL (dan sedang mengumpulkan $500M melalui catatan konversi). Yayasan Solana sendiri telah turun tangan, bekerja sama dengan MFH untuk jalur kredit $200M ditambah dana DeFi $500M, untuk total dana perang $700M.
Sementara itu, WLFI baru saja membuat salah satu langkah paling berani tahun ini, menukar 7.5B token WLFI senilai $1.5B pada $0,20 masing-masing untuk 50 persen ALT5 Sigma.
Pendiri bersama Zach Witkoff dan Zak Folkman mengatakan kepada CNBC bahwa saham $1.5B hanya tembakan pembuka. ALT5 berencana untuk meniru model MicroStrategy dengan mengeluarkan saham preferen untuk membeli lebih banyak, secara efektif memberikan WLFI "peluru tak terbatas" untuk ekspansi.
🚨 BREAKING: Trump brothers join Zach Witkoff LIVE on Fox & Friends — major announcement incoming? 👀🇺🇸 pic.twitter.com/oUDxRfeazx
— The Crypto Times (@CryptoTimes_io) August 13, 2025
Industri panas: stablecoin MetaMask, perombakan OKB
MetaMask akan meluncurkan stablecoin mUSD bulan ini, didukung oleh jembatan Stripe dan dukungan perbendaharaan BlackRock. OKB meninggalkan pembakaran buyback, meningkatkan ke CDK terbaru Polygon, dan mencoba untuk menghidupkan kembali ekosistem X Layer — meskipun sejarah mengatakan traksi L2 mereka akan menjadi perjuangan berat.
Pantauan Alpha: ETH lindung nilai, sparks, dan TGE
Hedging long-ETH, short-alt dari KOL 0xSun naik 16 persen — kurang dari ETH, tetapi dengan penurunan lebih rendah. Spark YT menawarkan farm 4x. Linea akan segera TGE, dan Mystonks terjebak dalam mimpi buruk PR karena masalah penarikan.
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