以下是今天的動態：
如果你希望週五能喘口氣，那就太糟糕了！市場一出門就開始揮舞拳頭。
山寨幣指數暴跌至36，BTC主導地位幾乎沒有變化，而穩定幣大戶則注入了超過10億美元。
以太坊再次成為焦點，這要歸功於ETF的需求和特朗普家族的意外支持。
同時，Solana正自我推銷為互聯網金融的未來，而Elon則希望利用AI重振Vine。這真是讓人無法相信。
BTC穩定，山寨幣進一步下跌，但穩定幣大量湧入
比特幣市場占有率僅小幅下降至61.84%，而CMC山寨幣指數大幅下跌至36，深陷於避險區域。
這證實了後山寨幣季節的降溫階段。山寨幣仍在流血，簡單的輪換已經完成……暫時。
但看看這個：穩定幣出現了10.07億美元的淨流入，其中USDT增加了5.73億美元，USDC獲得4.53億美元。總穩定幣供應量現在回到2299億美元。這是重新進入系統的強大火力；安靜、穩定，準備隨時出擊。
ETH ETF流入、驗證器堆疊和瘋狂的特朗普時刻
以太坊在24日吸引了2.31億美元的ETF流入，超過BTC的1.94億美元。這種機構需求通常意味著一件事：積累季節。
而他們確實在積累。
Bitmine (BMNR) 現在持有566,800 ETH，價值超過21億美元，30天內增長247%。SharpLink Gaming (SBET) 持有360,800 ETH，價值13.5億美元，同期增長91%。甚至ETP和上市公司自五月中旬以來也增加了283萬ETH。
推波助瀾的是，Eric Trump 剛剛在社交媒體上支持以太坊。他轉發了一張圖表，聲稱ETH正在追逐全球流動性，應該被估值超過8,000美元，稱其為“最被低估的交易機會”，並補充道：“我完全同意。”
所以現在ETH有了鮑威爾、ETF和特朗普的次子支持。當然，為什麼不呢。
如何開始交易以太坊
以太坊不僅僅是一枚硬幣，它是一個完整的生態系統。如果你準備像專業人士一樣交易ETH（或至少假裝直到成功），Toobit讓交易山寨幣變得簡單。從現貨到期貨，我們擁有完整的工具包。
特朗普拍了拍鮑威爾的背並微笑
在一次罕見的露面中，特朗普總統訪問了聯邦儲備總部，並與傑羅姆·鮑威爾同台。當被問及他們的歷史時，特朗普微笑著，拍了拍鮑威爾的背，說：“我希望他降息。” 鮑威爾微笑。尷尬地。
市場不以為然，但信息很明確：壓力在增加。尤其是特斯拉未能盈利並下跌8.2%，拖累了科技股。
同時，特朗普繼續駁斥他將削減馬斯克補貼的傳言，說：“他們做得越好，美國就越好。” 這不算政策，但對於任何搭乘AI泡沫的人來說，這是看漲的。
Pump失誤，Solana登月計畫，Vine捲土重來？
PumpFun的完全稀釋估值跌破26億美元，低於40億美元的募資成本。這是一個現實檢查。同時，BonkFun在本週早些時候重新奪回市場份額後保持沉默。
在大鏈端，Solana發布了一個被稱為“互聯網資本市場”的路線圖。它專注於應用層級的執行、低延遲和隱私保護交易，旨在將高頻交易（HFT）引入DeFi。社區已經在對Jito BAM（一個新MEV組件，將在7月底推出）感到興奮。
Solana開發者還提議將區塊容量增加66%，將每個區塊的計算單位從6000萬提升到1億。如果獲批，這可能吸引量化公司、MM策略，甚至挑戰CEX流動性霸權。中期目標？150ms的最終性和CLOB驅動的DEX統治。
Vine似乎也要回歸……顯然。Elon Musk表示他將用AI重振Vine，這立即引發了Vine相關代幣的激增。因為當然會這樣。
Alpha觀察：Solana推動燃料，Circle的新穩定幣，以及GPT-5迫近
Solana的alpha敘事正在升溫。JitoSOL剛剛被添加到REX-Osprey的SSK ETF中，該ETF追踪Solana的質押衍生品，為DeFi本地收益資產增加了更多的可信度。
與此同時，Circle正在推出USYC，這是一種由美國國債支持的收益穩定幣，原生於BNB鏈。這是對DeFi貨幣市場的直接攻擊，可能成為追求被動收入者的重要角色。
同樣值得注意的是：OpenAI正在準備於8月發布GPT-5，這可能會引發新的AI代幣熱潮。你已經被警告過了。
最後的話
ETH正在看漲。BTC則保持著主導地位。而山寨幣呢？它們仍在下滑。
但穩定幣正在流入，Solana正在像2021年一樣建設，甚至Vine也似乎有復活的跡象。歡迎來到星期五。一切都壞掉了，但不知怎麼地，這反而成為看漲的理由。
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