Market Overview - The cryptocurrency market has been experiencing a downward trend since July 31, with Bitcoin briefly falling below $112,000 [3][5] - As of the latest report, Bitcoin is priced at approximately $112,526.3 [3] - Over the past 24 hours, more than 110,000 traders have been liquidated, with a total liquidation amount of $369 million, including $310 million from long positions and $58.2 million from short positions [6][7] Price Movements - Other cryptocurrencies have also seen declines, with Ethereum, Dogecoin, and BNB dropping over 3%, and Dogecoin experiencing a 19% decline over the past week [5] - Bitcoin's market dominance has been increasing, reaching an average of 59.3% in 2025, marking a continuous rise for three years [10] Institutional Activity - Trump Media & Technology Group has accumulated approximately $2 billion in Bitcoin, making it one of the largest publicly traded companies in terms of Bitcoin holdings [10] - The company's financial assets have grown to about $3.1 billion, a year-on-year increase of approximately 800% [10] Economic Context - Recent U.S. non-farm payroll data has significantly underperformed expectations, indicating a deteriorating labor market and increasing bets on a potential interest rate cut by the Federal Reserve in September [8] - This economic backdrop has heightened market risk aversion, impacting cryptocurrency trading sentiment [8] Technical Analysis - Analysts suggest that Bitcoin is currently in a consolidation phase, with $115,000 identified as a key support level. A drop below $114,000 could test support levels between $111,000 and $112,500 [10] - Long-term holders currently control 53% of Bitcoin's supply, indicating a need for new capital inflows to support prices amid potential selling pressure [10]

Group 1 - The Non-Farm Payrolls (NFP) is a key economic indicator released monthly by the U.S. Department of Labor, reflecting employment growth outside the agricultural sector [3][4] - NFP data significantly influences traditional financial markets, including stocks, bonds, and commodities, and is increasingly impacting the cryptocurrency market [4][22] - The relationship between NFP data and cryptocurrencies like Bitcoin (BTC) and Ethereum (ETH) is becoming more pronounced, as these assets are now viewed similarly to risk assets and gold [4][22] Group 2 - Strong NFP data typically leads to expectations of interest rate hikes by the Federal Reserve, which can pressure risk assets like BTC, while weak data may enhance expectations for rate cuts, benefiting these assets [7][8] - The correlation between NFP data and cryptocurrency prices is evident, with altcoins often experiencing more volatility than BTC due to lower liquidity [8][5] - The increasing participation of institutional investors in the cryptocurrency market is tying BTC and ETH prices more closely to macroeconomic indicators [4][22] Group 3 - In August, BTC experienced a pullback, testing a critical support level of $112,000, with expectations of a subsequent upward trend aligned with potential rate cuts in September [17][19] - ETH also faced a decline but is expected to test higher resistance levels, with significant trading volume indicating strong market interest from institutional investors [19][22] - The upcoming NFP data release is anticipated to influence both traditional and cryptocurrency markets, highlighting the interconnectedness of these financial ecosystems [21][22]

全球市场避险情绪升温！ 当地时间周五，美元汇率大幅下挫。当天，衡量美元对六种主要货币的美元指数大跌1.37%，为4月中 旬以来最大跌幅。其中，美元兑日元跌幅超过2%，美元兑欧元跌幅接近1.5%。 欧美股市当日全线下跌，投机属性较强的加密货币市场也遭遇"血洗"。截至记者发稿时，Coinglass数据 显示，过去24小时内，加密货币市场全网合约爆仓超7亿美元，爆仓人数超16万人，其中近九成为多单 爆仓。以太坊跌超5%，Solana跌超4%，BNB跌近3%，比特币、艾达币等跌超2%。 美元、美股、加密货币集体大跌 本周五，美元大幅跳水。截至收盘时，美元兑日元大跌2.23%，美元兑欧元跌幅也达到1.48%，美元兑 英镑下跌0.54%。美元指数下跌1.37%，报98.69点。 当天，美国劳工统计局（BLS）公布的数据显示，美国7月新增非农就业人数仅为7.3万人，远低于经济 学家普遍预期的10.4万人。此外，美国劳工统计局对5月和6月的非农就业数据合计下修25.8万人，这是 自新冠疫情以来最大幅度的向下修正。有分析指出，美国政府关税政策带来的不确定性导致美国企业观 望情绪加重，劳动力市场正在迅速恶化。 上述数据发布后，市 ...

Despite soaring in the past, this top crypto still has substantial upside over the long term.Bitcoin (BTC -1.38%) keeps proving the skeptics wrong. As of July 31, the world's leading digital asset has soared 27% just in 2025. This continues a fantastic long-term streak, with Bitcoin now trading close to its all-time highs. There are certainly investors out there that have missed the boat. And seeing this cryptocurrency's price appreciate so much in the past can discourage them from jumping in the waters. Bu ...

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 ...

以下文章来源于明亮公司 ，作者主编24小时在线 明亮公司 . 追踪新商业、好公司，提供一手情报与领先认知。 作者： MD 出品：明亮公司 ！ 美国支持稳定币和加密货币的 "天才法案"通过后，美国资本市场的加密货币"金库公司"再次成为 投 资 者 关 注 的 焦 点 ， 而 在 这 样 的 背 景 下 包 括 Micro Strate g y （ 下 称 Strategy ， MSTR.US ） 、 Bitmine （ BMMR.US ）等公司 也在过去一段宣布新的融资等动作。 Strategy在7月2 5 日宣布， 发行 约 2 5 亿美元的可变利率 A系列永续 延伸 优先股（ STRC） 。 每 股定价为 90美元。初始股息率为每年9.00%，公司有权每月调整股息率。此次发行包括28,011,111 股，每股票面金额为100美元 。公司称，发行募集资金主要用来购买比特币及公司一般用途。 据彭博援引知情人士信息， 该优先股 9%的回报率以及无具体到期日，"这在优先股发行中非常罕 见"。 目前， Strategy持有607700枚比特币，平均收购成本约71756美元，截至发稿，比特币价格约 11.9万美元—— ...

智通财经8月1日电，加密货币概念股集体重挫，Coinbase跌超16%，Riot Platforms大跌逾18%，Circle、 Robinhood跌超8%。 ...

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]

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文 | 新质动能，作者 | 沐风，编辑 | 时楠 最近，孙宇晨又整出了一波大新闻。 借着稳定币和数字货币的火爆行情，这位"90后币圈顶流"盯上了纳斯达克，把自己一手打造的波场 （Tron）区块链平台，用"借壳上市"的方式送上了美股资本市场。而这背后，还有特朗普的"撑腰"。 就在上市新闻刷屏的时候，孙宇晨主导的"火星计划"也在紧锣密鼓地进行。几天前，蓝色起源（Blue Origin）公布了新一轮太空飞行任务NS-34的乘客名单，孙宇晨的名字赫然在列。这一次，他是真的要 上天。 从拍下和巴菲特的天价午餐出圈，到币圈的"营销大师"，孙宇晨早就拿捏了流量。从北大高材生到宾大 硕士，再到马云湖畔大学首期学员，再到如今的币圈大佬，他从来不缺话题度。 这回冲刺美股、再加一张"太空船船票"，孙宇晨究竟在下一盘什么棋？ 孙宇晨炸场华尔街，背后特朗普"撑腰" 最近，孙宇晨又放了个大招。趁着稳定币和数字货币的热度正火，他把自己一手打造的波场 （Tron）"塞"进了纳斯达克，而且没走常规IPO路线，而是玩了个"借壳上市"，直接借了别人现成的壳 公司登场。 这次被他盯上的，是一家叫SRM Entertainment的小公司。原本它是个 ...