ビットコインと仮想通貨市場全体の時価総額が新たな記録を樹立しましたが、最も歓声が上がっているのはイーサリアムです。現在、史上最高値を破るまであと2.7パーセントです。
ETHの上昇は、アルトマーケット全体をグリーンゾーンに引きずり込み、アルトコインインデックスを41まで押し上げました。BTCの支配率が59.76パーセントまで低下したことで、ローテーションのささやきが無視できないものになっています。
ステーブルコインが急増中。8月14日だけで、純流入は$1.174Bに達し、USDTは$397M、USDCは$735M増加し、総供給量は$234.552Bに達しました。
ETFはブラックロックの数値がなくてもペースを維持し、8月13日にはBTC ETFが82Mドル、ETH ETFが228Mドルを追加しました。
政策の熱: 利下げの可能性が100%に
財務長官のベッセント氏は、米国の金利が150–175 bps低下するべきとメディアに伝え、9月に50 bpsの利下げを示唆しました。
CMEデータは現在、9月に100%の利下げの可能性を価格に反映しており、トレーダーたちは25または50 bpsになるかどうかで意見が分かれています。
ビットコイン取引の始め方
ビットコインはOGであり、依然として市場を動かしています。サツを積み上げるか、レバレッジでフルデジェンするかにかかわらず、Toobitはあなたに必要なすべてを提供します。スポット、先物、すべてのベルとホイッスル。
DeFiの動き：a16zがセーフハーバーを推進、BMNRとSharplinkが20–40BドルのETH獲得を計画
今年初めにUniswapの手数料スイッチの推進を停止した後、a16zとDeFi Education Fundは現在、SECに対してDeFiフロントエンドをブローカーディーラールールから守るための規制上の「セーフハーバー」を求めています。もし承認されれば、これはUniswapの長らく待たれていたプロトコルフィースイッチのグリーンライトとなる可能性があります。
私はSBET/BMNRが25年に20-40bnドルのETHを購入し、そのほとんどがオンチェーン借入市場に配置され、安定通貨をループまたはファームに引き込むことになると見ています。
— Vance Spencer (@pythianism) 2025年8月12日
これはDeFiにおける最も意味のあるアクティブな資本注入となるでしょう。
フランスの未来
他の場所では、Framework VenturesのVance Spencer氏は、BitmineとSharplinkが20–40BドルのETHを共同で購入する準備をしていると述べており、そのほとんどがオンチェーン貸付市場に投入され、安定通貨とループ収益を引き寄せる予定です。これはDeFi史上最大のアクティブな資本注入となります。
ソラナの財務とWLFIのパワープレイ
ソラナの「マイクロストラテジー」は大規模に積み上げています：Upexiは2M SOLを保有し、DFDVは1.29M SOLを保有し、カナダのHODLは400K SOL以上を保有しています（転換社債を通じて5億ドルを調達中）。ソラナ財団自体も参加し、MFHと協力して2億ドルの信用枠と5億ドルのDeFiファンドを提供し、合計7億ドルの戦争資金を用意しています。
一方、WLFIは今年最も大胆な動きを見せ、7.5BのWLFIトークンを1.5Bドルで1トークンあたり0.20ドルで交換し、ALT5 Sigmaの50パーセントを取得しました。
共同創設者のZach Witkoff氏とZak Folkman氏はCNBCに対し、1.5Bドルの持分は始まりに過ぎないと語りました。ALT5は優先株を発行してさらに購入を進め、WLFIに「無限の弾薬」を提供することでマイクロストラテジーモデルをコピーする計画です。
🚨 BREAKING: トランプ兄弟がZach Witkoffと共にFox & Friendsに生出演 — 大きな発表があるかも？ 👀🇺🇸 pic.twitter.com/oUDxRfeazx
— The Crypto Times (@CryptoTimes_io) 2025年8月13日
業界の熱気: MetaMaskステーブルコイン、OKBのオーバーホール
MetaMaskは今月、StripeブリッジとBlackRock財務サポートに支えられたmUSDステーブルコインを発表予定です。OKBはバイバックバーンを廃止し、Polygonの最新CDKにアップグレードし、X Layerのエコシステムを再起動しようとしていますが、歴史が示すようにL2の牽引力は一筋縄ではいきません。
アルファウォッチ: ヘッジETH、スパーク、TGE
KOL 0xSunのロングETH、ショートアルトヘッジは16パーセント上昇していますが、ETHよりも低いドローダウンです。Spark YTは4倍のファームを提供しています。LineaはTGEを控えており、Mystonksは引き出し問題でPRの悪夢に直面しています。
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