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一鸣的交易笔记
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The net inflow of Bitcoin ETFs today is the highest since April, while Ethereum is still experiencing net outflows. The fact that Bitcoin can remain stable during this phase is also a good sign.
#加密市场反弹
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主流尤其是山寨,能不能涨的关键,不在于币而是钱 币涨跌的根本原因是钱不值钱,可以看到全球m2正在迅速攀升 上次出现这种情况还是去年中, 感谢川普作出的贡献,让各国被迫打开水龙头 炒作潮要来了! #加密市场反弹
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根据10x Research最新报告,本周加密货币市场全面上涨,比特币突破95,000美元,受到宏观风险缓解、ETF资金创纪录流入及美元走弱的推动。山寨币表现强劲,机构兴趣激增、DeFi生态扩张及监管环境改善成为主要驱动因素。 市场概况 比特币:突破95,000美元,受益于宏观环境改善及ETF资金流入。 山寨币:机构FOMO(害怕错过)、DeFi热潮、生态扩张及监管利好推动价格飙升。 主要山寨币表现 Solana (SOL) :上涨 6.7% 驱动因素:机构买入、DeFi增长、空头挤压、Meme币热潮。 Ripple (XRP):小幅上涨 驱动因素:CME推出XRP期货、银行整合增加,市场热情抵消法律风险影响。 Stellar (XLM) :大涨 18.1% 驱动因素:南亚零售巨头合作、交易量激增、美国加密银行新规宽松。 Polkadot (DOT):逆势上涨10.1% 驱动因素:市场对ETF获批及加密市场开放的乐观预期,抵消SEC审批延迟影响。 SUI:飙升64.3% 驱动因素:DEX交易量爆发、稳定币生态扩张、知名合作。 Raydium Protocol (RAY) :上涨 27.9% 驱动因素:Solana链上Meme币激励计划、DeFi市场回暖。 Aave(AAVE) :上涨 21.5% 驱动因素:比特币反弹、回购计划、GHO稳定币增长、总锁仓价值上升。 Trump代币:飙升86% 驱动因素:特朗普晚宴计划公布,政治争议下仍吸引投资。 Algorand (ALGO) :上涨 18.4% 驱动因素:Algo基金会推出 decentralization ID 项目。 BONK:上涨55.7% 驱动因素:代币销毁、NFT市场收购,重夺Solana顶级Meme币地位。 Ondo:上涨16.7% 驱动因素:与SEC就代币化及国债代币化的积极对话。 总结 本周山寨币市场的上涨由多重因素驱动,包括机构资金流入、DeFi和Meme币热潮、生态系统扩展及监管环境改善。Solana生态表现尤为突出,SUI、BONK等代币涨幅显著。尽管部分项目面临监管不确定性,市场情绪依然乐观,投资者对未来发展充满信心。#BTCvsMarkets
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