Bitcoin e a capitalização total do mercado de criptomoedas acabaram de estabelecer novos recordes, mas o maior aplauso é para o Ethereum, agora apenas 2,7 por cento de distância de quebrar seu recorde histórico.
O rali do ETH arrastou todo o mercado alt para o território positivo, elevando o Índice Altcoin para 41. Com o domínio do BTC caindo para 59,76 por cento, os rumores de rotação estão ficando difíceis de ignorar.
As stablecoins estão a chegar em peso. Apenas em 14 de agosto, as entradas líquidas atingiram $1.174B, com USDT adicionando $397M e USDC adicionando $735M, elevando o fornecimento total para $234.552B.
Os ETFs mantiveram o ritmo sem os números da BlackRock, ETFs de BTC adicionaram $82M e ETFs de ETH retiraram $228M em 13 de agosto.
Aquecimento político: probabilidades de corte de taxa atingem 100%
O secretário do Tesouro, Bessent, disse à mídia que as taxas dos EUA deveriam ser 150–175 bps mais baixas e deu a entender um corte de 50 bps em setembro.
Os dados do CME agora precificam uma chance de 100 por cento de um corte em setembro, com os traders divididos sobre se será de 25 ou 50 bps.
Como começar a negociar Bitcoin
Bitcoin é o OG—ainda rei do pedaço, ainda movendo mercados. Quer esteja a acumular sats ou a ir totalmente degen com alavancagem, a Toobit dá-lhe tudo o que precisa. Spot, Futuros e todas as vantagens.
Movimentos DeFi: a16z empurra porto seguro, BMNR e Sharplink planeiam aquisição de $20–40B em ETH
Após interromper o avanço da taxa de Uniswap no início deste ano, a16z e o DeFi Education Fund estão agora a peticionar a SEC por um “porto seguro” regulatório para proteger as frontends DeFi das regras de corretor-dealer. Se aprovado, isso poderia ser o sinal verde para a tão aguardada taxa de protocolo da Uniswap.
I see SBET/BMNR combined buying $20-40bn of ETH in 25', most of which will be placed into onchain borrow markets, drawing stables to loop or farm
— Vance Spencer (@pythianism) August 12, 2025
This will be the most meaningful active capital injection in DeFi ever
Future of france
Em outros lugares, Vance Spencer, da Framework Ventures, diz que Bitmine e Sharplink estão a preparar-se para comprar conjuntamente $20–40B em ETH, a maior parte indo para mercados de empréstimos on-chain para atrair stables e rendimento em loop — que seria a maior injeção de capital ativo na história do DeFi.
Tesourarias Solana e jogada de poder da WLFI
As “microestratégias” Solana estão a acumular em grande: Upexi possui 2M SOL, DFDV possui 1.29M SOL, e a canadense HODL tem mais de 400K SOL (e está a levantar $500M através de notas conversíveis). A própria Fundação Solana interveio, juntando-se à MFH para uma linha de crédito de $200M mais um fundo DeFi de $500M, totalizando um cofre de guerra de $700M.
Enquanto isso, WLFI acabou de fazer um dos movimentos mais audaciosos do ano, trocando 7.5B tokens WLFI no valor de $1.5B a $0.20 cada por 50 por cento da ALT5 Sigma.
Os cofundadores Zach Witkoff e Zak Folkman disseram à CNBC que a participação de $1.5B é apenas o tiro de abertura. A ALT5 planeia copiar o modelo da MicroStrategy emitindo ações preferenciais para comprar mais, efetivamente dando à WLFI “balas infinitas” para expansão.
🚨 BREAKING: Trump brothers join Zach Witkoff LIVE on Fox & Friends — major announcement incoming? 👀🇺🇸 pic.twitter.com/oUDxRfeazx
— The Crypto Times (@CryptoTimes_io) August 13, 2025
Aquecimento da indústria: stablecoin da MetaMask, reforma do OKB
MetaMask está prestes a lançar a stablecoin mUSD este mês, apoiada por pontes da Stripe e suporte do tesouro da BlackRock. OKB está a abandonar as recompras queimadas, atualizando para o último CDK da Polygon e tentando reiniciar o ecossistema do X Layer — embora a história diga que a sua tração em L2 será uma subida íngreme.
Observação Alpha: ETH coberto, sparks e TGE
O hedge long-ETH, short-alt de KOL 0xSun está a subir 16 por cento — menos que o ETH, mas com menores quedas. Spark YT está a oferecer uma farm de 4x. Linea está prestes a TGE, e Mystonks está preso num pesadelo de relações públicas sobre problemas de retirada.
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