De marktaandeel van Bitcoin steeg met 0,93% naar 58,63%, terwijl de Altcoin Index daalde naar 49, wat een herinnering is dat rotatie nog steeds voorzichtig is, niet explosief.
Stromen van stablecoins bleven stil. Op 2 september registreerde de mand $19M netto-instromen, met $21M in USDT gecompenseerd door een $34M USDC-uitstroom. De totale voorraad bedraagt nu $244.565B.
Het ETF-beeld vertelde een ander verhaal. In alleen augustus hebben Amerikaanse spot ETH ETF's $3,87 miljard aan netto-instromen binnengehaald, een recordhoogte, terwijl BTC-spot ETF's $751M afstootten in dezelfde periode. Instellingen laden ETH terwijl ze BTC afbouwen: een duidelijke divergentie.
Macro en beleid
De FedWatch-tool schat de kans op een 25 bps-septemberverlaging op 89,6%, terwijl minister van Financiën Bessent herhaalde dat de Fed onafhankelijk moet blijven. Hij gaf toe dat het “veel fouten heeft gemaakt.”
Ondertussen zou de inkomende Fed-genomineerde Milan voor de vergadering van september kunnen worden geïnstalleerd. Goud steeg met 0,98% tot $3.480,65, een nieuw recordhoogte.
Op geopolitiek gebied zorgde speculatie over de gezondheid van Trump voor onrust op de markten, waarbij insiders waarschuwden dat plotselinge instabiliteit de mondiale risicoprijsstelling zou kunnen herzien.
WLFI: bestuur en tokenomics in focus
Het WLFI-team lanceerde een nieuw bestuursvoorstel om alle door het protocol beheerde liquiditeitskosten (POL) te heroriënteren op het kopen van WLFI op de open markt en het permanent te verbranden. Kosten van de gemeenschap of externe LP's blijven onaangeroerd.
WLFI verduidelijkte ook zijn tokenomics na verwarring rond de initiële circulatie. Officiële documenten bevestigen:
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24,66 miljard WLFI-tokens bij lancering.
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10 miljard WLFI gereserveerd voor ecosysteemontgrendeling.
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7,78 miljard WLFI toegewezen aan Alt5 Sigma (≈8% van de voorraad).
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2,88 miljard WLFI bestemd voor liquiditeit en marketing.
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4,00 miljard WLFI verdeeld aan deelnemers aan de openbare verkoop, wat 20% van hun toewijzingen vertegenwoordigt die bij lancering zijn ontgrendeld.
Het debat over de werkelijke float van WLFI gaat door, maar het verbrandingsvoorstel kan helpen om zorgen te kalmeren.
Hoe te beginnen met handelen in WLFI
WLFI is de nieuwkomer, gebouwd om het spel van getokeniseerde financiën op te schudden. Als je er vroeg bij wilt zijn, biedt Toobit je de eenvoudigste manier om WLFI te verhandelen. Spot, Futures en de volledige reeks tools zijn klaar voor gebruik.
Industrie hoogtepunten
BRC20-protocol kondigde “BRC2.0” aan, met integratie van de Ethereum Virtual Machine (EVM). De upgrade, uitgevoerd door Ordinals-ontwikkelaar Best in Slot en BRC20-oprichter Domo, ging live bij Bitcoin-blokhoogte 912.690. Het doel is om Ethereum-stijl programmeerbaarheid te leveren met Bitcoin-niveau beveiliging.
Bonk plaagde een grote aankondiging, met speculatie die wijst op nieuwe samenwerkingen en ecosysteemtools.
Alpha Watch
Holoworld (HOLO) TGE gelanceerd op 2 september om 16:00 uur Peking tijd, met overinschrijvingsmechanismen en een limiet van 3 BNB per gebruiker. Een boosterprogramma voor gebruikers met 61+ Alpha punten distribueert 51,2 miljoen HOLO-tokens.
BRC2.0 trekt al ontwikkelaarsactiviteiten aan. Analisten verwachten dat cross-chain composability snel zal opkomen.
Meme-watchers zijn enthousiast over de volgende stap van Bonk en noemen het “de grote.”
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