De markten zijn gespannen, de macro's zijn troebel, en de walvissen beginnen weer te splijten. Bitcoin dominantie daalde lichtjes naar 61,67 procent, terwijl de Altcoin Index op 37 bleef, waardoor de meeste majors in een bereikgebonden limbo bleven.
Maar achter de schermen verplaatst de liquiditeit zich snel.
ETH ETF's stuiteren terug terwijl BTC-stromen omkeren
Op 5 augustus zagen BTC ETF's $196M aan uitstroom, terwijl ETH ETF's $73M aan instroom binnenbrachten, wat een verschuiving in risicobereidheid markeert. ETH pompt misschien nog niet, maar instellingen zijn duidelijk weer op jacht.
Stablecoin instromen stegen ook, met $239M dat het systeem binnenkomt, aangedreven door $145M van USDT en $88M van USDC, waardoor de totale stablecoin-voorraad op $230,95B komt.
ETH bulls zoals LD Capital's Yi Lihua zeggen dat dit de voorfase is. Ze verwachten een rally in september naarmate de speculatie over renteverlagingen toeneemt. LD's Trend Research-team heeft nog steeds meer dan 105.000 ETH, ter waarde van meer dan $354M.
Hoe te beginnen met het verhandelen van Ethereum
Ethereum is meer dan alleen een munt, het is een heel ecosysteem. Als je klaar bent om ETH als een professional te verhandelen (of tenminste te doen alsof totdat je het maakt), maakt Toobit het verhandelen van altcoins eenvoudig. Van Spot tot Futures, we hebben de complete toolkit.
Oh, en als je nu begint met het verhandelen van ETH, krijg je 2,7% APR. Rennen, niet lopen.
Apple stijgt, tarieven escaleren, en GPT-5 arriveert vanavond
Amerikaanse aandelen stegen nadat Apple met 5 procent was gestegen en een nieuw binnenlands productieplan aankondigde. Nasdaq steeg met 1,21 procent, terwijl S&P en Dow ook groen sloten.
Ondertussen legde Trump India een tweede golf van 25 procent tarieven op, waardoor de totale tarieven op belangrijke importen tot 50 procent stegen. En in een andere machtszet, GPT-5 wordt officieel gelanceerd om 1 uur 's nachts Peking tijd, terwijl Truth Social nu ook zijn eigen "waarheidszoekende AI" test.
Omdat dat natuurlijk zo is.
PancakeSwap vermeldt Amerikaanse aandelen perps
Het verhaal van de dag? PancakeSwap lanceerde Amerikaanse aandelen perps, te beginnen met AAPL, AMZN, en TSLA, verhandelbaar tijdens Amerikaanse markturen met tot 25x leverage.
Wall Street is nu volledig on-chain. Handel dienovereenkomstig.
SEC keurt Lido goed en hint op bredere LST-uitbreiding
In een beweging die staking in de VS zou kunnen hervormen, verduidelijkte de SEC dat stETH en soortgelijke ontvangststijl LST's geen effecten zijn, waardoor een belangrijke barrière voor gecentraliseerde integraties wordt weggenomen.
Lido reageerde snel en noemde dit "langverwachte duidelijkheid". Verwacht dat meer fintech-apps en CEX's stETH integreren nu de regulatoire mist optrekt.
Ook het vermelden waard: Linea's native ETH staking beloningen worden afgehandeld via Lido, wat betekent dat meer institutionele stroom stilletjes via deze Layer 2 opbrengstleidingen kan binnenkomen.
Alpha watch: Linea hints, Orca beweegt, Vitalik verklaart ZK overwinning
Vitalik riep zojuist de industrie op om Optimistic rollups te verlaten, met de mededeling dat de kosten en volwassenheid van ZK-technologie zijn ingehaald. In zijn woorden, we gaan richting L1-naar-L2 native asset transfers in bijna real-time, zonder de huidige meerdaagse opnamvertragingen.
Joseph Lubin, sprekend op de Linea podcast, hintte dat Linea's TGE-datum misschien "42" is, waarschijnlijk een grap over Hitchhiker's. Toch hintte hij dat er meer Consensys-gesteunde tokens aankomen. Houders kunnen staking functies krijgen wanneer de token wordt gelanceerd.
In de tussentijd is Linea's dagelijkse spin-to-earn beloningsspel live, waardoor gebruikers elke dag een gratis kans krijgen om ETH, USDC en meer te verdienen.
Orca's raad heeft ook een stemming uitgebracht om 55.000 SOL te gebruiken om ORCA terug te kopen en het opnieuw in te zetten met validator nodes. Als dit wordt goedgekeurd, kan dit leiden tot aanhoudende opbrengstenverhogingen en nieuwe governancecontrole over liquiditeit.
Ook op de radar: Kaito's lanceerplatform oorlogen, backpack's SEI airdrop, en de voortdurende marktbrede wapenwedloop rond toekomstige staking opbrengsten.
Laatste woord
ETH ETF-stromen zijn terug. Stables stromen binnen. GPT-5 wordt over een paar uur gelanceerd. En Vitalik heeft zojuist Optimistic rollups verouderd verklaard.
Blijf flexibel. Blijf vreemd. Deze week gaat niet saai worden.
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