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King of Cakes is infinitely crazy, 122K new starting point!
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Arthur Hayes 连续囤了 ETH、LDO、ETHFI、PENDLE,还从做市那边收了 10 枚 ENA 试转。 他通常是“情绪扩音器”,会把场内 Beta 拉满。 但别把大 V 当神谕——这更说明资金正围绕“以太生态 + 质押/收益”抱团。 若晚间资金费率再翘,逆风位上就要管住手,等回撤更舒服。
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两日内多只鲸鱼合计扫走超 61 万枚 LINK,其中 51 万枚还被丢进 Compound。 这手法像极了“拿现货、抵押借稳币、再套娃”的熟套资本曲线。 链上借贷利率若上行,杠杆链就会绷得更紧。 我会盯 LINK 的出借/借入利差和清算阈值,强平链条一旦拉响,节奏会很快。
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Rumble 抛出重磅:拟以约 11.7 亿美元全股票收购 Northern Data,且据称获 Tether 助力。 这不是单纯的并购八卦,而是“算力 × 流量 × 加密资金”的三线联动。 AI 基建和矿业现金流若绑一起,市场会把它当新叙事来炒。 后续盯监管表态与交割条款,真落地才是估值重算的开关。
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稳定币总市值突破2700亿美元创历史新高
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LayerZero豪掷1.1亿收购Stargate引发治理风暴
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