ビットコインの市場シェアは0.93%上昇して58.63%になり、アルトコインインデックスは49に低下しました。これは、回転が依然として慎重で爆発的ではないことを示しています。
ステーブルコインの流れは沈黙したままでした。9月2日に、バスケットは$19Mの純流入を記録し、$21MがUSDTに流入し、$34MのUSDC流出で相殺されました。総供給量は現在$244.565Bです。
ETFの状況は異なる物語を語っていました。8月だけで、米国の現物ETH ETFは$3.87Bの純流入を記録し、史上最高を記録しましたが、同じ期間にBTC現物ETFは$751Mを減少させました。機関投資家はETHを積極的に購入し、BTCを削減しています：明確な分岐です。
マクロと政策
FedWatchツールは、9月の25bpsの利下げの確率を89.6%としていますが、財務長官のBessent氏は、Fedが独立しているべきだと再確認しましたが、「多くのミスを犯した」と認めました。
その間、次期Fed候補のMilan氏は9月の会議前に着席する可能性があります。ゴールドは0.98%上昇して$3,480.65となり、新たな史上最高を記録しました。
地政学的な面では、トランプ氏の健康に関する憶測が市場を揺るがし、インサイダーは突然の不安定性がグローバルなリスク価格を再構成する可能性があると警告しています。
WLFI: ガバナンスとトークノミクスに焦点を当てる
WLFIチームは新しいガバナンス提案を開始し、プロトコル所有の流動性（POL）のすべての手数料を市場でのWLFIの購入に向けて再配分し、永久に焼却することを提案しました。コミュニティまたは第三者のLPからの手数料はそのまま残ります。
WLFIはまた、初期流通に関する混乱の後、トークノミクスを明確にしました。公式文書には以下が確認されています：
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ローンチ時に24.66B WLFIトークン。
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エコシステムのアンロックのために10B WLFIを予約。
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Alt5 Sigmaに割り当てられた7.78B WLFI（供給の約8%）。
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流動性とマーケティングのために2.88B WLFIを割り当て。
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パブリックセール参加者に4.00B WLFIを配布し、彼らの割り当ての20%がローンチ時にアンロックされました。
WLFIの実際の浮動に関する議論は続いていますが、焼却提案は懸念を和らげるかもしれません。
WLFIの取引を開始する方法
WLFIは新しい存在で、トークン化された金融ゲームを揺るがすために構築されています。早く参加したい場合、ToobitはWLFIの取引を最も簡単に行う方法を提供します。スポット、先物、そして完全なツールセットが用意されています。
業界のハイライト
BRC20プロトコルが「BRC2.0」を発表し、Ethereum Virtual Machine（EVM）を統合。このアップグレードは、Ordinalsの開発者Best in SlotとBRC20の創設者Domoによって実行され、ビットコインブロック高912,690でライブになりました。これは、ビットコインレベルのセキュリティでイーサリアム風のプログラマビリティを提供することを目的としています。
Bonkが大きな発表を予告し、新しいパートナーシップやエコシステムツールに関する憶測が広がっています。
アルファウォッチ
Holoworld (HOLO) TGEが9月2日16:00北京時間に開始され、過剰申込メカニズムとユーザーあたり3 BNBの上限があります。61+アルファポイントを持つユーザー向けのブースタープログラムで51.2M HOLOトークンを配布しています。
BRC2.0はすでに開発者の活動を引き寄せています。アナリストはクロスチェーンの相互運用性のプレイが迅速に現れると予想しています。
ミームウォッチャーはBonkの次の動きを「ビッグワン」と呼んで注目しています。
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