Pasar sedang tegang, makro tidak jelas, dan paus mulai terpecah lagi. Dominasi Bitcoin turun sedikit menjadi 61,67 persen, sementara Indeks Altcoin bertahan di 37, menjaga sebagian besar mata uang utama dalam kondisi limbo yang terikat rentang.
Namun di balik layar, likuiditas bergerak cepat.
ETF ETH bangkit kembali sementara aliran BTC berbalik
Pada tanggal 5 Agustus, ETF BTC melihat keluarnya dana sebesar $196 juta, sementara ETF ETH membawa masuk $73 juta, menandai perubahan dalam nafsu risiko. ETH mungkin belum melonjak, tetapi institusi jelas kembali berburu.
Arus masuk stablecoin juga melonjak, dengan $239 juta masuk ke sistem, didorong oleh $145 juta dari USDT dan $88 juta dari USDC, membawa total pasokan stablecoin menjadi $230,95 miliar.
Bulls ETH seperti Yi Lihua dari LD Capital mengatakan ini adalah pemanasan. Mereka mengharapkan reli hingga September saat spekulasi pemotongan suku bunga meningkat. Tim Penelitian Tren LD masih memegang lebih dari 105.000 ETH, bernilai lebih dari $354 juta.
Cara memulai perdagangan Ethereum
Ethereum lebih dari sekadar koin, ini adalah ekosistem lengkap. Jika Anda siap untuk berdagang ETH seperti seorang profesional (atau setidaknya berpura-pura sampai berhasil), Toobit membuat perdagangan altcoin menjadi mudah. Dari Spot hingga Futures, kami menyediakan semua alatnya.
Oh, dan jika Anda mulai berdagang ETH sekarang, Anda mendapatkan 2,7% APR. Cepat, jangan lambat.
Apple melonjak, tarif meningkat, dan GPT-5 tiba malam ini
Saham AS melonjak setelah Apple naik 5 persen, mengumumkan rencana manufaktur domestik baru. Nasdaq naik 1,21 persen, sementara S&P dan Dow juga ditutup hijau.
Sementara itu, Trump mengenakan gelombang kedua tarif 25 persen pada India, meningkatkan total menjadi 50 persen untuk impor utama. Dan dalam tindakan kekuatan lainnya, GPT-5 akan resmi diluncurkan pada pukul 1 pagi waktu Beijing, dengan Truth Social sekarang menguji "AI pencari kebenaran" sendiri juga.
Tentu saja begitu.
PancakeSwap mencantumkan perps saham AS
Berita hari ini? PancakeSwap meluncurkan perps saham AS, dimulai dengan AAPL, AMZN, dan TSLA, dapat diperdagangkan selama jam pasar AS dengan leverage hingga 25x.
Wall Street sekarang sepenuhnya onchain. Berdaganglah dengan bijak.
SEC menyetujui Lido dan mengisyaratkan ekspansi LST yang lebih luas
Dalam langkah yang dapat mengubah staking di AS, SEC menjelaskan bahwa stETH dan LST bergaya tanda terima serupa bukanlah sekuritas, menghilangkan hambatan utama untuk integrasi terpusat.
Lido segera merespons, menyebut ini sebagai "kejelasan yang sudah lama dinantikan." Harapkan lebih banyak aplikasi fintech dan CEX untuk mengintegrasikan stETH sekarang karena kabut regulasi mulai menghilang.
Juga perlu diperhatikan: Imbalan staking ETH asli Linea ditangani melalui Lido, yang berarti lebih banyak aliran institusional dapat masuk diam-diam melalui pipa hasil Layer 2 ini.
Pengawasan Alpha: Petunjuk Linea, Pergerakan Orca, Vitalik mendeklarasikan kemenangan ZK
Vitalik baru saja menyerukan industri untuk meninggalkan rollup Optimistic, menyatakan bahwa biaya dan kematangan teknologi ZK telah menyusul. Menurutnya, kita menuju ke transfer aset asli dari L1 ke L2 dalam waktu nyata, tanpa penundaan penarikan beberapa hari saat ini.
Joseph Lubin, berbicara di podcast Linea, menggoda bahwa tanggal TGE Linea mungkin “42”, mungkin lelucon Hitchhiker. Namun, dia mengisyaratkan bahwa lebih banyak token yang didukung Consensys akan datang. Pemegang mungkin mendapatkan fitur staking ketika token diluncurkan.
Sementara itu, permainan hadiah spin-to-earn harian Linea sudah aktif, memberikan pengguna satu kesempatan gratis per hari untuk mendapatkan ETH, USDC, dan lainnya.
Dewan Orca juga mengeluarkan suara untuk menggunakan 55.000 SOL untuk membeli kembali ORCA dan menyatakannya kembali dengan node validator. Jika disetujui, ini dapat mendorong peningkatan hasil yang berkelanjutan dan kontrol tata kelola baru atas likuiditas.
Juga dalam radar: perang launchpad Kaito, airdrop SEI backpack, dan perlombaan senjata pasar yang sedang berlangsung seputar hasil staking masa depan.
Kata akhir
Aliran ETF ETH kembali. Stables mengalir. GPT-5 diluncurkan dalam beberapa jam. Dan Vitalik baru saja menyatakan rollup Optimistic usang.
Tetap gesit. Tetap aneh. Minggu ini tidak akan membosankan.
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