Berikut ini adalah yang terjadi hari ini:
Jika Anda berharap untuk istirahat pada hari Jumat, sayangnya tidak! Pasar bergerak cepat.
Indeks Altcoin jatuh ke 36, dominasi BTC hampir tidak bergerak, dan paus stablecoin baru saja menuangkan lebih dari $1M.
Ethereum sekali lagi menjadi sorotan, berkat permintaan ETF dan dukungan tak terduga dari dinasti Trump.
Sementara itu, Solana mempromosikan dirinya sebagai masa depan keuangan internet, dan Elon ingin menghidupkan kembali Vine dengan AI. Anda tidak bisa membuat ini.
BTC stabil, alt turun lebih jauh, tetapi stables masuk
Dominasi pasar Bitcoin turun sedikit saja menjadi 61,84%, sementara CMC Altcoin Index turun tajam ke 36, jauh ke wilayah risiko.
Itu mengkonfirmasi fase pendinginan pasca-altseason. Alt masih berdarah, dan rotasi mudah sudah selesai...untuk saat ini.
Tetapi lihat ini: stablecoin mengalami arus masuk bersih sebesar $1.007B, dengan USDT menambahkan $573M dan USDC mendapatkan $453M. Total pasokan stablecoin sekarang kembali ke $229.9B. Itu adalah kekuatan besar yang kembali ke sistem; tenang, stabil, dan siap untuk bergerak.
Aliran ETF ETH, tumpukan validator, dan momen Trump yang liar
Ethereum menarik $231M dalam arus masuk ETF pada tanggal 24, melampaui BTC’s $194M. Selera institusi semacam itu biasanya menunjukkan satu hal: musim akumulasi.
Dan mereka benar-benar mengakumulasi.
Bitmine (BMNR) sekarang memegang 566,800 ETH, bernilai lebih dari $2.1B, dengan peningkatan +247% dalam 30 hari. SharpLink Gaming (SBET) memegang 360,800 ETH, bernilai $1.35B, naik 91% dalam periode yang sama. Bahkan ETP dan perusahaan terdaftar telah menambahkan 2.83M ETH sejak pertengahan Mei.
Menambah hype, Eric Trump baru saja mendukung Ethereum di media sosial. Dia memposting ulang grafik yang mengklaim ETH mengejar likuiditas global dan harus bernilai di atas $8,000, menyebutnya “kesempatan perdagangan paling undervalued” dan menambahkan: “Saya sepenuhnya setuju.”
Jadi sekarang ETH didukung oleh Powell, ETF, dan anak kedua Trump. Tentu, mengapa tidak.
Cara memulai perdagangan Ethereum
Ethereum lebih dari sekadar koin, ini adalah seluruh ekosistem. Jika Anda siap untuk memperdagangkan ETH seperti profesional (atau setidaknya berpura-pura sampai Anda berhasil), Toobit membuat perdagangan altcoin menjadi mudah. Dari Spot ke Futures, kami memiliki semua alatnya.
Trump menepuk punggung Powell dan tersenyum
Dalam penampilan langka, Presiden Trump mengunjungi kantor pusat Federal Reserve dan berbagi panggung dengan Jerome Powell. Ketika ditanya tentang sejarah mereka, Trump tersenyum, menepuk punggung Powell, dan berkata, “Saya ingin dia menurunkan suku bunga.” Powell tersenyum. Dengan canggung.
Pasar acuh tak acuh, tetapi pesannya jelas: tekanan semakin meningkat. Terutama dengan Tesla melewatkan pendapatan dan turun 8.2%, menyeret teknologi bersamanya.
Sementara itu, Trump melanjutkan untuk menepis rumor bahwa dia akan memotong subsidi Musk, mengatakan: “Semakin baik mereka melakukannya, semakin baik Amerika melakukannya.” Tidak persis kebijakan, tetapi ini optimis bagi siapa pun yang menunggangi gelembung AI.
Pump gagal, rencana bulan Solana, dan Vine kembali?
Penilaian terdilusi penuh PumpFun turun di bawah $2.6B, turun dari biaya penggalangan dana $4B. Itu adalah kenyataan. Sementara itu, BonkFun tetap tenang setelah merebut kembali pangsa pasar teratas awal pekan ini.
Di sisi rantai besar, Solana merilis peta jalan yang disebut “Internet Capital Market.” Ini berfokus pada eksekusi tingkat aplikasi, latensi rendah, dan perdagangan yang menjaga privasi, yang dirancang untuk membawa perdagangan frekuensi tinggi (HFT) ke DeFi. Komunitas sudah bersemangat tentang Jito BAM, komponen MEV baru yang diluncurkan akhir Juli.
Pengembang Solana juga mengusulkan peningkatan kapasitas blok sebesar 66%, meningkatkan unit komputasi per blok dari 60M menjadi 100M. Jika disetujui, ini dapat menarik perusahaan kuant, strategi MM, dan bahkan menantang dominasi likuiditas CEX. Tujuan jangka menengah? 150ms finalitas dan dominasi CLOB-powered DEX.
Vine juga kembali...sepertinya. Elon Musk mengatakan dia akan menghidupkannya kembali menggunakan AI, yang menyebabkan lonjakan langsung dalam token terkait Vine. Karena tentu saja itu terjadi.
Pengawasan Alpha: bahan bakar pompa Solana, stablecoin baru Circle, dan GPT-5 yang akan datang
Narasi alpha Solana semakin meningkat. JitoSOL baru saja ditambahkan ke REX-Osprey’s SSK ETF, yang melacak derivatif staking Solana, menambahkan lebih banyak kredibilitas pada aset hasil asli DeFi.
Pada saat yang sama, Circle meluncurkan USYC, stablecoin yang menghasilkan hasil yang didukung oleh surat utang AS, secara native di BNB Chain. Itu adalah serangan langsung ke pasar uang DeFi dan dapat menjadi pemain serius bagi pemburu pendapatan pasif.
Juga patut dicatat: OpenAI sedang mempersiapkan untuk merilis GPT-5 pada bulan Agustus, yang mungkin memicu kegilaan token AI baru. Anda sudah diperingatkan.
Kata akhir
ETH semakin optimis. BTC bertahan. Dan alt? Mereka masih tergelincir.
Tetapi stablecoin mengalir, Solana membangun seperti tahun 2021, dan bahkan Vine tampaknya mengalami momen Lazarus. Selamat datang di hari Jumat. Semuanya hancur dan entah bagaimana, itu optimis.
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