Core Insights - Bitcoin continues to decline, dropping below $112,000, while Ethereum also sees significant losses, reaching a low of $3,355, amid fears of an economic recession triggered by disappointing U.S. non-farm payroll data [2][4]. Market Performance - Bitcoin (BTC) fell to a low of $111,903, with a near 24-hour decline of 0.45%, currently rebounding to $113,430 [2]. - Ethereum experienced a more severe drop, hitting a low of $3,355, marking its lowest point in two weeks, with a 24-hour decline of 2.3%, currently at $3,440 [4]. ETF and Fund Flows - The Bitcoin and Ethereum spot ETFs in the U.S. saw significant outflows, with Bitcoin ETFs recording a net outflow of $810 million on August 1, the highest in nearly six months [5]. - Ethereum's continuous net inflow record was broken, with a recorded outflow of $150 million on the same day [9]. Market Sentiment - The cryptocurrency fear and greed index fell below 50 for the first time in a month, indicating a decrease in market enthusiasm [6]. - A total of 118,000 traders were liquidated in the past 24 hours, with total liquidation amounting to $390 million [10][11].

金十数据8月4日讯，英国前财政大臣乔治•奥斯本对工党政府对待加密货币的方式发起了猛烈抨击，他 警告称，英国有可能错过一场类似于"上世纪80年代的金融大改革"，进而落后于潮流。奥斯本现在是美 国加密货币交易所Coinbase全球顾问委员会的成员，他说，财政大臣里夫斯和英国央行行长贝利正在让 英国走在慢车道上。奥斯本称："瑞秋•里夫斯说得对，我们都变得过于厌恶风险了。我们之所以成为世 界金融中心，是因为我们不害怕变化。""在加密货币和稳定币上，就像在很多其他事情上一样，一个残 酷的事实是：我们完全被抛在了后面。是时候迎头赶上了。"奥斯本表示，指责监管机构过度谨慎是一 个"站不住脚的借口"，里夫斯应该效仿美国国会，在法律上制定一个加密框架。他警告称，美国、欧 盟、新加坡和阿布扎比等地都在抢在英国前面。 （英国金融时报） 英国前财相：英国在加密货币领域落后了 ...

Core Insights - Ethereum has surpassed $3,500 per coin, experiencing a daily increase of 3.14% [1] Group 1 - Ethereum's price breakthrough indicates a significant upward trend in the cryptocurrency market [1] - The daily increase of 3.14% reflects positive market sentiment and potential investor interest [1] - This price movement may attract further attention from both retail and institutional investors [1]

Core Viewpoint - The article discusses the increasing interest and investment in the cryptocurrency sector, particularly focusing on the IPO of Bullish, a cryptocurrency exchange backed by prominent venture capitalists like Peter Thiel, and the favorable regulatory environment following the passage of the "Genius Act" [4][9][19]. Group 1: Bullish's IPO and Market Position - Bullish has submitted an IPO application to the SEC, aiming to list on the NYSE under the ticker "BLSH," marking the first cryptocurrency IPO since the "Genius Act" was signed into law [6]. - The exchange holds over 24,000 Bitcoins, positioning it among the top five publicly listed companies by Bitcoin holdings [10]. - Bullish has achieved a cumulative trading volume exceeding $1.25 trillion since its inception, with a daily average trading volume of $2.5 billion [10]. Group 2: Financial Performance and Growth Projections - For 2024, Bullish projects Bitcoin trading volume to reach approximately $305.18 billion, while Ethereum trading volume is expected to be around $144.53 billion, reflecting significant growth from previous years [11]. - The total trading volume for Bullish is forecasted to be $546.71 billion in 2024, a 173% increase compared to 2023 [11]. Group 3: Regulatory Environment and Strategic Moves - The passage of the "Genius Act" and the "Clarity Act" is expected to create a more favorable regulatory landscape for cryptocurrency companies, allowing for greater participation in the stablecoin market [19][20]. - Bullish is actively pursuing compliance by obtaining licenses in Germany and Hong Kong, enhancing its operational capabilities in these regions [14]. Group 4: Investment Trends and Future Outlook - Peter Thiel's continued investment in cryptocurrency ventures, including Bullish, reflects a broader trend among venture capitalists to capitalize on the evolving landscape of digital assets [18]. - The article suggests that as regulatory frameworks solidify, opportunities for growth and investment in the cryptocurrency sector will expand, indicating a promising future for companies like Bullish [20].

Core Insights - The cryptocurrency market is experiencing a correction, with Bitcoin dropping below $112,000, leading to over 110,000 liquidations in the past 24 hours [1] - The U.S. non-farm payroll data for July significantly underperformed expectations, indicating a rapid deterioration in the labor market, which has increased traders' bets on a potential interest rate cut by the Federal Reserve in September [1] - There is a rising concern about a U.S. economic recession, contributing to heightened risk aversion in the market [1] Market Analysis - Analysts from BiyaPay indicate that Bitcoin is currently in a consolidation phase since late June, with $115,000 identified as a critical support level [1] - If Bitcoin falls below $114,000, it may test the support range of $111,000 to $112,500 [1] - Long-term holders currently control 53% of the supply, suggesting that any significant selling pressure would require new capital inflows to stabilize the market [1]

比特币与以太坊在8 月开局突然大跌，比特币今早一度跌破11.3 万美元，以太坊一度跌至最低3,430 美元，全网爆仓10 亿美元。 加密货币进入8 月即遭到严重冲击，市场迎来猛烈抛售！比特币(BTC) 在今（2）早一度跌破11.3 万美元，最低在6:50 左右来到112,724 美元，撰稿时暂时 回升至113,460 美元，近24 小时跌幅达2.1%。 比特币走势。图源：OKX 作为第二大加密货币，以太坊跌幅更为剧烈，同样在今早6:40 左右，以太坊一度跌至最低3,430 美元，撰稿当下暂报3,485 美元，近24 小时跌幅高达 5.6%。 | Cryptocurrency Prices by Market Cap | | --- | 全网爆仓10 亿美元 据Coinglass 数据显示，过去24 小时，受市场下跌冲击，全网共有21.7 万人爆仓，爆仓总金额达到10 亿美元。 | 爆倉熱力圖 1小時 | 4小時 12小時 24小時 | | | | 幣種 | 交易所 | 總爆倉 | | 做多 | 做空 | 交易 | 分析 | | --- | --- | --- | --- | --- | --- | --- | ...

读书，是使你拥有打破人生边界的底气，积累不断超越自己的资本。中国商报特别栏目 "阅"见商道来了，每期挑选一部书籍伴您同行。 关于投资，你最近关注哪个领域？ 香港《稳定币条例》已于8月1日正式生效。 稳定币（Stablecoin）是一种基于区块链技术的加密数字货币，通过锚定法定货币、大宗商品、主流加密资产，或依赖算法机制调节供应量，实现价格的 相对稳定。 根据ARK Invest报告， 2024年稳定币全年交易额达15.6万亿美元，分别相当于Visa和Mastercard的119%和200%，显示其在全球支付系统中的重要性日益上 升。OKG Research预计， 到2030年全球稳定币总供应量将达到3万亿美元，年度交易额有望突破100万亿美元。 7月31日早盘，稳定币指数上涨2.01%，机构资金净流入3.78亿元，大户资金净流入1.24亿元。成分股中数字认证涨停。 从现货比特币ETF上市到稳定币崛起，全球货币未来走向何方？ 今天咱们一起看看《加密货币与金融大变局》↓ 艾利艾咨询 成立于2008年，总部设在北京，在雄安、中国香港、新加坡等地设有子分公司。多年来，艾利艾咨询专注于战略研究、网络舆情及风险管理、战略 ...

每经AI快讯，8月1日，比特币跌破115000美元，现报114985美元，24小时跌幅达到2.8%。 （文章来源：每日经济新闻） ...

Core Viewpoint - Cryptocurrency-related stocks experienced a significant decline, with major players like Coinbase and Riot Platforms dropping over 13% due to mixed earnings results and market reactions [1] Company Performance - Coinbase reported a substantial profit increase in Q2, reaching $1.4 billion, primarily driven by significant gains from its investment in Circle Internet Group [1] - The earnings per share for Coinbase in Q2 was $5.14, a notable rise from $0.14 in the same period last year [1] - Despite the profit surge, Coinbase's total revenue only increased from $1.4 billion in the previous year to $1.5 billion, falling short of Wall Street's expectations of $1.59 billion [1] - Revenue saw a quarter-over-quarter decline of 26%, dropping from over $2 billion in Q1 to the current level [1] Market Reaction - The overall market reaction to Coinbase's earnings report was negative, leading to a collective drop in cryptocurrency stocks, with Coinbase and Riot Platforms both falling over 13% and Robinhood down more than 8% [1] - Other companies in the sector, such as Circle and MARA Holdings, also experienced declines of over 5% [1]

Group 1 - Bitcoin has experienced a decline for five consecutive trading days after a record-breaking July, with a drop of over 2% and reaching a three-week low [1] - Ethereum has also seen a decline of over 4%, and the overall cryptocurrency market is experiencing a correction after surpassing a total market capitalization of $4 trillion in July [1] - The historic price surge was primarily driven by unprecedented ETF inflows, with $5.4 billion net inflow into Ethereum ETFs and $6 billion into Bitcoin ETFs in July, marking the third-best monthly performance [1] Group 2 - Market sentiment is shifting as speculative funds are withdrawing, with institutional investors becoming increasingly cautious, reflected in the negative shift of the Coinbase premium index [3] - Open interest in Bitcoin and Ethereum futures on CME has decreased by 13% and 21% respectively from July highs, indicating a cooling market demand [3] - Coinbase's second-quarter revenue fell short of expectations due to decreased volatility in the digital asset market, leading to a drop in its stock price [6] Group 3 - The cryptocurrency options market is showing signs of caution, with the Bitcoin 30-day skew index shifting from +3% to -1.5%, indicating strong demand for downside risk hedging [6] - A significant profit-taking wave of $6-8 billion occurred in late July, suggesting that institutional investors are reducing risk exposure ahead of anticipated market volatility in Q3 [7] - Approximately $10 billion worth of Bitcoin was sold off through over-the-counter transactions on July 15, causing a temporary price drop of 4%, while miners reduced their holdings by about 15,000 Bitcoins after reaching historical highs [7]