今天的動態如下：
新的一天，又一輪的ETF戲謔、巨鯨遊戲和平台鬧劇。如果你感到措手不及，你並不孤單。今天看到ETH穩定在$3,500左右，而Solana被拖入了迷因領域，同時巨鯨們在測試退出。
讓我們來看看這場混亂。
國會山對加密貨幣翻開新的一頁
在罕見的兩黨勢頭下，美國眾議院剛剛通過了一對主要的加密法案，旨在提供監管明確性。
《21世紀金融創新與技術法案（FIT21）》旨在建立SEC和CFTC之間的更明確監督，最終解決誰監管什麼的地盤爭奪戰。
同時，《區塊鏈監管確定性法案》旨在保護開發者和非託管錢包提供商，不被歸類為金融中介。
這可能是華盛頓從"讓我們對加密貨幣盲目投擲飛鏢"到“或許我們應該妥善監管這個。”的最明確信號。對ETH和其他智能合約平台來說，這是個大事。特別是在機構在ETF後準備就緒的時候。
貝萊德的ETF舞蹈開始
經過數週的無線電靜默，現貨以太坊ETF發行者終於再次行動。一份在深夜悄悄提交的修正案顯示，SEC正在審查Form 8-A，這是ETF上市的重要前提。
現在，這並不意味著ETH ETF明天就會上線。但這確實確認了時間在倒計時。批准後，上市可能在幾天內而不是幾週內開始。所有的目光都在SEC的下一步行動上。
如何開始交易以太坊
以太坊不僅僅是一種幣，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讓交易山寨幣變得容易。從現貨到期貨，我們擁有整個工具箱。
穩定幣市場再次顫抖
這是兩個巨鯨的故事。7月17日，USDC見證了7.23億美元的流入，而USDT僅錄得2.99億美元的小幅增長。這不僅對於規模而言意義重大，還因為它暗示著，有人正在大舉轉入穩定幣，可能是為了準備購買或躲避波動。
同時，市場觀察者正標記出一個一致的模式：每次巨鯨在大規模流入之前搶先行動，零售都措手不及。目前，這種輪換尚未轉化為價格爆炸。歷史上，這種資本洪流是行動的前奏。
Solana被迷因化至消失
還記得當初Solana被認為是“以太坊殺手”嗎？今天，它更像是Layer 1的狗狗幣。隨著Bonkfun收入超過Pump.fun，以及NFT地板價全面崩塌，SOL的文化聲譽岌岌可危。
Bonk生態系統正在蓬勃發展。但這也給Solana本身帶來了身份認同危機。它是一個嚴肅的金融層，還是僅僅是發射台循環和卡通幣的地方？
比特幣ETF冷卻下來
7月17日，BTC ETF僅見證了4,530萬美元的淨流入——較週初大幅下降。以太坊ETF則增加了1,320萬美元，甚至Solana也吸引了880萬美元。
BTC流入的下降不一定是看跌的，但它確實表明機構興趣正在拓寬——比特幣可能不再是場上的唯一選擇。
加密貨幣面臨宏觀震動
除了ETF頭條和迷因鬧劇之外，還有真正的宏觀運動正在發生。FedWatch工具現在將9月降息的機率定為65%，因為通脹顯示出降溫跡象。
同時，特朗普“最後通牒”關稅的傳聞開始反映在全球股市中，對新興市場和商品造成壓力。加密貨幣，諷刺的是，似乎越來越隔絕——至少目前是這樣。
Degen 角落
Grok、WLFI和Trumpcoin都掀起了波瀾。WLFI執行了一筆500萬美元的ETH購買，將平均進入價格推至3,265美元，並引發了一次小幅反彈。與此同時，迷因幣正在測試政治戲劇的極限。這意味著充滿“TrumpTheGame”域名、遊戲NFT和DAO投票。
在其他地方，Solana開發者暗示了一個新的發射台模型，旨在阻止機器人濫用，而Blur的交易量再次悄然上升。正如它在上次NFT崩潰之前所做的那樣。
最後的想法
我們正處於可能非常嘈雜的風暴前的平靜中。貝萊德正在行動。巨鯨正在重新定位。迷因幣正在擴散。而美聯儲正在悄然改變語氣，而政客們向政策板投擲數位飛鏢。
這個市場不獎勵靜止。它獎勵警覺。因此保持響亮，保持敏銳，也許——僅僅也許——理性地進行投資。
準備開始交易？ Toobit將讓您翱翔。立即註冊並獲得現貨、期貨、DEX+、質押和您渴望的所有加密機會。
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