过去的24小时又是市场屠杀的一天 全网超过16万人，在这一天遭遇了爆仓清算 DEX和CEX，总计超过了8亿美金的清算 这才是大行情该有的极速回调清算衍生品！ 那么接下来的行情会怎么走？全网在这一波剧烈的清算后，整个数据又是怎样的？接下来咏琪将会从ETF数据、清算数据、BTC，ETH行情、9月份降息、 资金费率等相关数据，来帮助大家做一期深度的数据分析： 数据一：过去24小时，全网超16万人爆仓， 超8亿美金被清算 | 爆仓热力图 1小时 | 12小时 24小时 | 4小时 | | 市种 | 总爆仓 | 交易所 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | BTC $430.45万 | | SOL ADA PENGU | DOGE | 1000 | 1小时爆仓 API3 12小时爆仓 | $1844.36万 4小时爆仓 $3.63亿 24小时爆仓 | $9065.89万 $5.37亿 | | | | | $79.74万 | $71.63万 | 多单 | | $1368.37万 रे क | $8021.00万 | | | | ...

Market Overview - The cryptocurrency market is experiencing volatility, with Bitcoin (BTC) hovering around $113,000 and Ethereum (ETH) around $4,200, influenced by Federal Reserve policy expectations and key technical levels [1][2] - The fear and greed index has dropped to 44, indicating a state of fear in the market [2] Bitcoin Analysis - Bitcoin's price has seen a daily decline of 2.3%, with a critical short liquidation zone at $117,000; a breakthrough could trigger a chain reaction pushing prices above $120,000 [2] - Conservative traders warn that if BTC falls below $112,000, support may shift to $97,000, with the 100-day moving average at approximately $110,950 being a key defense level [2] Ethereum Analysis - The $4,300-$4,360 range is viewed as a pivotal point for Ethereum, with a potential surge to $4,750-$8,000 if this level is breached [4] - Short-term resistance exists at the $4,100-$4,150 CME gap, which may limit upward momentum [4] XBIT Exchange Features - XBIT decentralized exchange (DEX) offers a secure trading environment through its unique architecture, utilizing zero-knowledge proof (ZKP) technology for on-chain order books and privacy trading [5] - The platform does not require KYC, has no restrictions, and allows users to maintain control of their private keys, mitigating risks associated with centralized exchanges [5] - XBIT's smart contracts automate trades, ensuring users retain control of their assets and avoiding risks of centralized exchange failures [5] Dynamic Liquidity Pool - XBIT has introduced a "dynamic liquidity pool" feature that allows users to adjust positions based on market fluctuations, addressing liquidity issues during extreme market conditions [6] - The platform's smart algorithms can trigger stop-loss orders automatically when Bitcoin drops below $112,000, helping users avoid emotional trading losses [6] Macro Environment - The Jackson Hole global central bank meeting is a focal point, with traders anticipating a 50 basis point rate cut by the Federal Reserve in September [8] - Despite a net outflow of $523 million from Bitcoin ETFs, Ethereum ETFs saw an inflow of $422 million, indicating institutional confidence in smart contract platforms [8] XBIT's Market Position - XBIT has launched a tokenization service for U.S. Treasury bonds, facilitating direct trading of U.S. government debt on its platform, bridging traditional finance and the crypto world [8] - The trading volume for U.S. Treasury bonds on XBIT has surpassed $1 billion, positioning it as a new tool for institutional investors to hedge risks [8] Future Developments - XBIT is set to introduce a "cross-chain swap" feature, enabling users to convert assets across chains in three seconds, addressing fragmentation in multi-chain ecosystems [9] - An upcoming "AI trading assistant" will analyze market sentiment using machine learning to provide real-time trading suggestions for retail investors [9] Performance Metrics - XBIT's daily trading volume has exceeded $2 billion, reflecting a 150% increase from the previous month, driven by its decentralized architecture and technological innovations [11] - The platform is seen as a valuable tool for investors navigating extreme market conditions, with analysts suggesting that current market corrections are healthy adjustments rather than trend reversals [11]

Group 1 - The core point of the news is that China Merchants International Securities has officially launched virtual asset trading services after receiving approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities trading license [1][4] - The launch of virtual asset trading marks significant progress for the company in terms of regulatory compliance, innovation, and system optimization [1][3] - The mobile application now offers 24/7 trading services for qualified investors, allowing direct participation in trading Bitcoin (BTC), Ethereum (ETH), and Tether (USDT) [3][4] Group 2 - China Merchants International Securities is the first Chinese bank-affiliated brokerage in Hong Kong to be granted a license for virtual asset trading [4] - The company aims to integrate traditional stock trading, virtual asset trading, and financial technology applications, focusing on product and channel innovation [4] - Future plans include expanding trading varieties and upgrading functionalities within a risk and compliance management framework [3]

Financial Sector Performance - The financial sector has performed well in 2025, with an 8.55% year-to-date gain, ranking fifth among the 11 sectors of the S&P 500, driven by President Trump's deregulatory policies and anticipated Federal Reserve interest rate cuts [1] Cryptocurrency Market Growth - The Trump administration has positively impacted the cryptocurrency market, with Bitcoin increasing by 20.10%, XRP by 44.05%, and Ethereum by 48.33% since Inauguration Day [2] Investment Vehicles in Crypto - Traditional equities market now offers crypto-themed investment vehicles, including spot ETFs like the iShares Bitcoin Trust ETF and publicly traded exchanges like Coinbase [3] Bullish IPO Details - Bullish, backed by Peter Thiel, had its IPO on August 6, debuting at $37 and reaching an intraday high of $118, closing with an 88.81% gain [4] Speculative Investment Opportunities - Speculative investors are encouraged to consider Bullish for crypto exposure in their equity portfolios [5] Peter Thiel's Influence - Peter Thiel's involvement with Bullish is significant due to his successful track record with other tech companies and his previous attempts to take Bullish public [6][9] Bullish's Market Position - Bullish has differentiated itself from competitors like Coinbase and Kraken by focusing on institutional clients, offering a tailored platform with derivatives, margin trading, and enhanced security [12] Trading Volume and Financial Performance - Since its launch, Bullish has achieved over $1.25 trillion in trading volume, with an average daily volume of $2.6 billion, and reported adjusted EBITDA of $52 million for the year ended December 31, 2024 [10][13]

Group 1 - The U.S. stock market experienced a rebound after two days of decline, with major indices recovering losses from the previous week, primarily due to Trump's increasing influence over Federal Reserve personnel and market expectations for interest rate cuts [1] - In the past 24 hours, a total of 83,048 individuals were liquidated, with a total liquidation amount of $212 million, including $69.9 million from long positions and $142 million from short positions [1] Group 2 - The market anticipates an 80% probability of interest rate cuts following the impact of the recent non-farm payroll data, although expert opinions may quickly reverse [2] - Bitcoin (BTC) is currently experiencing a narrow range of fluctuations between $104,000 and $115,500, with potential upward movement towards $116,411 [2] - Ethereum (ETH) has rebounded strongly, reaching $3,725, and is at a critical resistance level; a breakthrough could confirm a reversal [4] Group 3 - The dominance of Bitcoin is declining, while Ethereum and altcoins are expected to rise, with altcoins following Ethereum's lead [6] - Recent trading activity has shown significant profits, with one asset, $LIZARD, surging to a market value of $12 million, indicating a potential for substantial future gains [6]

Blockchain Overview - Blockchain technology has evolved from a single peer-to-peer electronic cash system to a diversified public chain ecosystem since Bitcoin's inception in 2009[4] - Major public chains differ in consensus mechanisms, transaction processing speed (TPS), scalability solutions, security priorities, decentralization levels, and interoperability, influencing their unique positioning in various applications[4][5] Key Public Chains - Bitcoin, using Proof of Work (PoW), has a TPS of 7 and a DeFi Total Value Locked (TVL) of $6.9 billion, focusing on value storage but lacking smart contract capabilities[3][4] - Ethereum transitioned to Proof of Stake (PoS) in 2022, achieving a TPS of 14-30 on the main chain and a TVL of $83.6 billion, but faces high gas fee volatility[3][4] - Solana combines PoS and Proof of History (PoH) for a theoretical TPS of 65,000, with actual performance around 2,000-4,000 TPS and a TVL of $9.8 billion[3][4] - Cardano employs a DPoS mechanism with a TPS of over 250 and a TVL of less than $0.1 billion, emphasizing sustainability but experiencing slow development[3][4] - Polkadot's NPoS mechanism supports approximately 1,500 TPS, focusing on interoperability with no reported TVL[3][4] - Avalanche, using PoS, achieves over 4,500 TPS and has a TVL of $1.9 billion, known for its flexible subnet design[3][4] - Cosmos aims for blockchain interoperability with a theoretical TPS exceeding 10,000, but has no reported TVL[3][4] - BNB Chain, with a TPS of 100+, has a TVL of $69.5 billion, but faces centralization risks[3][4] Future Outlook - The blockchain development space is vast, with a trend towards multi-chain coexistence expected to reshape finance, technology, and society[16] - Ethereum is likely to maintain its dominance in the short term, but innovations from other platforms pose significant challenges, with interoperability and sustainability becoming focal points in competition[16]

Group 1 - Bitcoin (BTC) has surpassed $118,000, currently priced at $118,013.60, with a daily increase of 1.98% [1]

Group 1 - The global financial market is increasingly focused on digital assets, with significant growth in investment demand for crypto assets, particularly driven by the ongoing trend of stablecoins [1] - The Hong Kong "Stablecoin Regulation" will officially take effect on August 1, providing a clear legal framework and regulatory guidance for the stablecoin market [1] - Hong Kong Exchanges are accelerating the expansion of virtual currency ETF products in response to the growing demand for these assets [1][2] Group 2 - Aird Financial has positioned itself as a key player in connecting traditional finance with the digital future, becoming one of the few brokers in Hong Kong to participate in all listed virtual asset spot ETFs [2][5] - As of now, there are seven virtual asset spot ETFs listed in Hong Kong, all of which can be traded through Aird Financial's flagship trading app, Eddid ONE [2] - These ETFs retain the growth potential of digital assets while being subject to strict regulation by the Hong Kong Securities and Futures Commission, significantly reducing funding risks for investors [2] Group 3 - Aird Financial holds a full license and has a significant first-mover advantage in the digital asset investment wave, having obtained all necessary regulatory licenses for various financial activities [5] - The company has a deep understanding of the industry and has made long-term investments, allowing it to exceed the capabilities of ordinary institutions in areas such as digital asset custody and settlement [5] - Aird Financial has been approved to provide digital asset deposit services, covering multiple cryptocurrencies, thus becoming a key infrastructure connecting investors with traditional financial markets [5][6] Group 4 - With the countdown to the implementation of the "Stablecoin Regulation," Aird Financial's business layout is expected to accelerate, focusing on providing professional market-making services for mainstream stablecoins and other digital assets [6] - The company aims to expand its distribution of stablecoins and tokenized real-world assets (RWA), establishing itself as a benchmark in the Hong Kong digital asset market [6] - Aird Financial's innovative capabilities, empowered by technology, and its licensed compliance will contribute to building a more mature and vibrant stablecoin ecosystem in Hong Kong [6]

Group 1 - Bitcoin has reached an all-time high, with institutional funds continuing to flow in, indicating strong confidence in the long-term price of BTC [2] - Over the past 24 hours, centralized exchanges (CEX) experienced a net outflow of 10,005.11 BTC, with significant withdrawals from Coinbase Pro (3,758.27 BTC), Binance (3,417.70 BTC), and Bitfinex (1,301.86 BTC) [2] - The trend of transferring Bitcoin from exchanges to personal wallets reflects a long-term holding strategy among investors [2] Group 2 - South Korea is leading Asia in the regulatory landscape for digital assets, with proposed legislation aimed at stabilizing the market and fostering innovation [3] - Stablecoins are becoming key tools for the practical application of digital assets and payment system innovation, with trading volumes surpassing Visa in the US and South America [3] - The global regulatory environment for digital assets is improving, with major economies adopting a more positive stance despite some criticism, such as from US Congressman Brad Sherman [3] Group 3 - Bitcoin Standard Treasury Company (BSTR) plans to merge with Cantor Equity Partners I, aiming to hold 30,021 BTC post-transaction, making it the fourth-largest publicly listed Bitcoin treasury [5] - SharpLink Gaming has increased its planned common stock issuance from $1 billion to $6 billion, primarily to purchase ETH, indicating a surge in institutional demand for digital assets [5] - Nasdaq-listed Bit Origin has secured $500 million in equity and debt financing to establish a Dogecoin treasury, showcasing the growing interest from traditional companies in digital asset allocation [5] Group 4 - Bitcoin's price has surpassed $120,000, driven by positive regulatory developments in regions like South Korea and ongoing institutional investments [6] - XBIT aims to leverage its technological advantages to provide secure, efficient, and convenient digital asset trading services, helping investors capitalize on global regulatory changes [6]

Core Viewpoint - The recent surge in Bitcoin (BTC) prices, reaching a historic high of $113,800, has attracted significant attention from investors, driven by increased stablecoin reserves and reduced volatility from retail investors [1][9]. Market Dynamics - Bitcoin's price increase is attributed to a surge in stablecoin reserves, indicating a continuous influx of new capital into the Bitcoin market, which supports price growth [1]. - Retail investor participation has decreased, while institutional investors have significantly increased their market share, with Binance's market share rising to over 49%, highlighting the critical role of institutional buying in driving Bitcoin's price up [2]. XBIT Decentralized Exchange Platform - XBIT provides a reliable trading platform for investors, utilizing advanced technology and a strict verification mechanism to ensure the authenticity of market information [4]. - The platform operates without KYC, allowing users to maintain control over their private keys and assets, thus reducing risks associated with centralized exchanges [5]. - XBIT employs smart contracts for automatic transaction execution, ensuring transparency and immutability of all trading records, which addresses trust issues inherent in centralized exchanges [5]. User Privacy and Security - The platform offers anonymity in transactions, protecting users' identities while allowing for public visibility of transaction records [6]. - XBIT's user-friendly interface and multiple encryption technologies enhance security and ease of use, making it accessible for new investors [7]. Market Analysis and Insights - XBIT provides real-time price tracking and market liquidity analysis, helping investors understand market trends and make informed decisions [7]. - The platform aggregates insights from professional analysts, simplifying complex market indicators for ordinary investors [7]. Conclusion - The recent Bitcoin price surge marks a significant milestone in the cryptocurrency market, with XBIT positioned as a key player offering unique advantages to investors navigating this evolving landscape [9].