山寨幣季？仍然卡在交通中。
比特幣的市場主導地位上升了0.60%，達到61.40%，而CMC山寨幣指數在40徘徊。
這 不是崩盤，但也沒有太大反彈。這是個等待的市場。而現在，那個「什麼」可能是鮑威爾、關稅更新，或是另一個KOL在一個迷因代幣上的推動。
但大筆資金呢？它已經在移動。而且它在看漲。
DJT通過期權將3億美元投入比特幣曝光
根據彭博社報導，特朗普媒體集團（DJT）剛剛投入3億美元在與比特幣曝光相關的看漲期權，可能分散在現貨ETF、MSTR股票，甚至其他BTC相關的投資上。如果屬實，特朗普家族剛剛在加密貨幣的上行上加大了槓桿。而隨著鮑威爾預計本周宣布利率決定，時機相當刺激。
與比特幣相關的期權交易可能是特朗普家族最新的盈利途徑 https://t.co/9BqyJwNACr
— Bloomberg (@business) 2025年7月26日
同時，特朗普本人告訴記者，美聯儲必須降息。毫不含糊。
如何開始交易比特幣
比特幣是OG——仍然是山頂之王，仍然在移動市場。無論你是在積累sats還是全力以赴地杠杆，Toobit為你提供一切所需。現貨、期貨，以及所有附加功能。
穩定幣下跌，ETF洩漏，波動性低語
這不是流動性強的一天。穩定幣淨流出3.3億美元，USDC下跌3.96億美元，而USDT僅僅守住了2,200萬美元的流入。總穩定幣供應量為2,298.1億美元，在上周的飆升後再次下滑。
ETF流量亦然。7月28日，比特幣ETF（不包括貝萊德）損失了2100萬美元，而ETH ETF減少了更重的6700萬美元。這與之前的流入周期有些反轉。交易者可能在本周的GDP數據和美聯儲記者會之前進行去風險化。
美元指數飆升1.01%至98.699，10年期收益率上升至4.408%，這表明宏觀壓力又回到桌面上。黃金？再次下跌。比特幣？持穩。
Solana和BNB金庫遊戲走向企業化
讓我們談談大手筆。
ARK Invest宣布將驗證者業務遷移到SOL Strategies，正式傾向於其Solana基礎設施投資。同時，Upexi計劃出售高達5億美元的股權，以增強其SOL金庫，全面推動「Solana作為儲備資產」。
但真正令人驚訝的是：CEA Industries（VAPE）和10X Capital正在籌集5億美元，並可選擇增加7.5億美元的權證，以創建全球最大的公開BNB金庫公司。他們聲稱擁有超過140家機構支持者，包括Pantera、GSR、Blockchain.com、Kenetic等。
而SUI呢？Mill City Ventures III正在籌集4.5億美元來建立一個專注於SUI的金庫平台。顯然，L1金庫是新的控股公司。
Alpha觀察：Plasma FOMO，Linea跨鏈，反彈變得真實
Plasma剛剛結束公開募資，籌集了3.73億美元，超額認購7倍。主網測試版現在正在上線，擁有驚人的10億美元總鎖定價值，成為歷史上最快達到這一數字的協議。預計本周每個風投推文都會提到它。
Linea正在炒作一個「關鍵週」，並呼籲跨鏈橋接到他們的網絡。如果你之前做過任務，這是你加倍下注的時刻。
同時，Bounce Finance推出了一個永久合約平台，為測試者和早期交易者提供獎勵。任務已啟動。獎勵已啟動。
所以，是的，去點擊按鈕吧。
最後的話
比特幣的主導地位正在回升。ETF流動正在降溫。而特朗普家族剛剛在加密貨幣上行上做了一個3億美元的槓桿賭注。
市場可能看起來安靜，但在表面之下，鯨魚正在加載，金庫正在形成，山寨幣只是在等待時機。
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