今天的事件如下：
白宮正在抨擊傑羅姆·鮑威爾，川普的貿易戰又有了一個混亂的新續集，加密貨幣交易員因即將到來的CPI數據而緊張不已。
與此同時，Ethereum的大鯨正在大快朵頤，穩定幣流入升溫，一隻小企鵝可能剛剛以迷因的方式進入ETF歷史。讓我們來解讀這場瘋狂。
鮑威爾 v. 白宮
在一次異常激進的舉動中，白宮顧問團隊正在加大對聯儲主席傑羅姆·鮑威爾的壓力，可能為法律對峙鋪平道路。指控是什麼？要麼鮑威爾對國會撒謊，關於聯儲25億美元總部翻修的事，要麼他嚴重管理不善。這不僅僅是政治戲劇：這可能為他被免職打開大門，特別是在白宮繼續推動選舉周期之前降息的情況下。
特朗普總統抵達聯儲總部，參觀白宮批評為過於昂貴和奢華的兩棟歷史建築的25億美元翻修項目現場 https://t.co/sJ34HAhSzl pic.twitter.com/i9L9vbtHtR
— 路透社 (@Reuters) 2025年7月24日
預算主管拉塞爾·沃特在一封正式信函中提出重擊，暗示要麼故意撒謊，要麼嚴重違反資本許可法規。這不僅僅是關於石膏板和家具——這是對鮑威爾的信譽的最直接攻擊，正值CPI數據即將公佈之際。
貿易戰重啟
特朗普的週末重磅宣布帶來了數字：從8月1日開始對所有歐盟和墨西哥進口商品徵收30%的關稅。這是一個廣泛的舉措，旨在強調他的“美國優先”言論，隨著選舉季節的升溫。他還暗示將對從加拿大到阿爾及利亞的一系列國家徵收更多關稅，並邀請夥伴們參加新一輪的談判，劍拔弩張。
歐盟則眨了眨眼。作為回應，他們將其反措施的暫停延長至8月初，實際上是在爭取時間。考慮到歐盟每年向美國出口超過6000億美元（而美國對歐盟的出口僅為90億美元），這是一個巨大的不平衡——也是足夠的籌碼。
比特幣觸及新高，但以太坊搶走注意
比特幣在週末繼續推進至歷史高位，但這並不是一帆風順的。儘管價格飆升，比特幣的市佔率正在下降，目前為64.5%，低於前幾周。市場顯然在多樣化——而以太坊的數據讓這一點一目了然。
在過去的24小時內，ETH期貨交易量達到621億美元，略微超過比特幣的617億美元。這種翻轉是罕見的，表明交易員在為一個主要的ETH特定催化劑做好準備。ETF投機者，請注意。
穩定幣流動和機構動作
資本正在流入。從7月12日至14日，穩定幣總流入達到6.3億美元，其中以USDT（4.4億美元）和USDC（1.9億美元）為主。這不僅僅是閒置的流動性——這是彈藥，時機正好指向交易者為CPI波動或ETH相關操作做好準備。
與此同時，機構仍處於“哥布林模式”。就在7小時前，SharpLink Gaming又增加了16,374 ETH（約4,885萬美元），使其總持有量達到驚人的270,000 ETH。這些舉措不會隨便做，除非有事情要發生。
迷因ETF的崛起？
在可能是今天最奇怪的故事中，OKX短暫地將其Twitter頭像更換為企鵝——這就足以讓$PENGU在24小時內爆漲23.4%。有些人現在猜測它可能成為首個獲得ETF上市的迷因幣。
這是真實的內幕還是只是披著企鵝像素的幻想？不管怎樣，這股趨勢正在滾雪球般增長。
即將上漲
它快到了。Pump.fun的PUMP代幣預計將在接下來的24小時內上線，所有目光都集中在發行機制上。根據鏈上數據：
-
Kraken和Bitget各持有75億PUMP
-
Gate：64億
-
Bybit和MEXC：各50億
-
KuCoin：41億
預售數據更加顯示出端倪。總共有23,959個錢包在Pump.fun進行了KYC，其中10,145個錢包成功購買。平均貢獻是多少？高達44,209美元。在所有代幣銷售中，89.7%來自網站的預售，而CEX分配僅為10.3%。
值得注意的是，202個錢包分別貢獻超過100萬美元，近5,800個錢包低於1,000美元——證明了大鯨和小投資者都在全力投入。今晚，流動性將受到考驗。
關注週二
真正的轉折點將在這個星期二晚上8:30（MYT）公佈的6月美國CPI數據。市場預計會有較低的數據，但隨著鮑威爾受到抨擊和關稅加劇，任何事情都可能引發波動。如果通脹低於預期，加上ETH ETF的討論升溫，我們可能會看到7月最具爆炸性的一周。
在那之前——做好準備。
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