持仓
71.57B-0.62%
24H爆仓
190.49M-18.86%
BTC ETF 7D净流入
-3,341.65 BTC
ETH ETF 7D净流入
+2.72万 ETH
ETH近7天通胀率
0.00%
Year
总发行
0
已销毁
0
供应
0
加密指数
加密指数
$2.19T
BTC
ETH
其他
昨日ETF净流入 >
502.32 BTC
≈32.1M USD
恐慌贪婪指数
28
恐慌
市场占有率
58.78%
0.19%
10.52%
-0.19%
机构：美联储缺乏利率行动短期内利好新兴市场
BlockBeats 消息，7 月 30 日，Capital XB执行董事Ajitabh Bharti表示，美联储缺乏决定性的利率行动，表明可能存在政治考量的因素。他在一份报告中称，在美国中期选举临近之际，人们认为美联储在短期内将稳定置于控制通胀之上。这种动态在短期内可能有利于印度等新兴市场。相对较弱的美元可能会缓解卢比的压力，并为资本流动和外部平衡提供一些喘息空间。然而，如果美国通胀因政策行动延迟而持续或重新加速，最终的修正可能会更加剧烈和具有破坏性，从而将波动性传导至包括印度在内的全球市场。(金十)
Anthropic AI模型在60小时内削弱HAWK最小密钥强度
Odaily星球日报讯 Anthropic 的 Claude Mythos Preview 模型发现拟议 HAWK 数字签名方案存在缺陷，使其最小密钥强度实际减半。HAWK 是后量子环境下替代当前网络和银行签名的候选方案之一。此次 AI 驱动攻击耗时约 60 小时，计算成本约 10 万美元，将破解 HAWK 最小参数集所需工作量从约 2^64 次操作降至 2^38 次操作，并使更大补偿密钥尺寸的吸引力下降。当前比特币和以太坊签名未受影响。相关结果显示，经典密码分析攻击能力正在提升，同时比特币及其他网络仍在讨论迁移至抗量子密码学的时间和方式。
“AI股神”交易遭遇回撤，正寻求新资金支持
Odaily星球日报讯 “AI股神”Leopold Aschenbrenner 管理的 Situational Awareness 基金在 2026 年 6 月前累计上涨 439%，但在 7 月 AI 板块抛售中遭遇重创。目前该基金正与现有投资者和贷款方沟通寻求新增资本，并向部分 LP 提供从组合中购买资产的机会。消息人士称，此次资金沟通更像是临时应对，而非有组织的新一轮募资。该基金此前通过多家大型投行主经纪商使用杠杆放大 AI 交易敞口，使市场回撤进一步转化为资金压力。Aschenbrenner 在 7 月 24 日致投资者信中承认，基金未能避免此次市场冲击，尤其亚洲市场受到较大影响。不过他认为，此轮抛售可能是 2025 年初以来最佳买入机会，并计划开放 8 月 1 日新增资金窗口，同时将 Anthropic 潜在 IPO 视为下半年催化剂。据披露，7 月部分持仓跌幅明显，其中甲骨文和 AMD 月内跌约 20%，Nebius、Saronic AI、Bloom Energy、SanDisk 等跌幅更大；纳斯达克 100 指数 7 月下跌约 10%，韩国综合指数跌幅约三分之一。目前由于缺乏基金具体回撤幅度数据，尚无法判断此次融资是因杠杆压力导致的被动补充资本，还是主动加仓布局机会。不过市场走势显示，更接近前者。若出现被迫卖出，去杠杆过程也可能带来部分基本面未发生明显变化资产的折价机会。
高通9月起上调芯片价格，涨幅达两位数
Odaily星球日报讯 在高通业绩电话会议上，CEO 安蒙表示，公司计划自 9 月 1 日起上调芯片产品价格，涨幅达到两位数，以推动利润率恢复至历史水平。安蒙称，此次涨价主要由于全产业链成本上升，并非仅受到内存芯片价格上涨影响。高通将逐一与客户展开定价谈判。他表示，当前成本与产品定价存在阶段性错位，导致毛利率短期出现小幅下滑。
25岁AI股神也亏麻？Situational Awareness寻求新资金注入，创始人呼吁投资者「抓住买入机会」
BlockBeats 消息，7 月 30 日，据《金融时报》报道，25 岁华尔街新晋 AI 股神、前 OpenAI 研究员 Leopold Aschenbrenner 创立的 AI 主题对冲基金 Situational Awareness 正在寻求新的资金注入。近期 AI 相关股票大幅回调后，这只以高集中度押注 AI 产业链著称的基金出现显著损失，正通过与投资者沟通和潜在资产出售等方式补充资本。
Situational Awareness 成立于 2024 年，投资逻辑来自 Aschenbrenner 对 AGI 加速到来的判断。该基金规模一度达到约 200 亿美元，截至 2026 年 6 月净回报高达 439%，曾是本轮 AI 行情中最受关注的明星基金之一。其持仓覆盖 Oracle、AMD、Nebius、Sharon AI 等 AI 基础设施和算力链相关公司，并使用杠杆放大仓位。
但 AI 交易近期急速降温，韩国 KOSPI、纳指 100 以及多只 AI 基础设施股票均出现大幅波动，Situational Awareness 也被卷入回撤。报道称，Aschenbrenner 在近期投资者沟通中承认市场波动加剧，同时将其描述为新的投资机会，并鼓励投资者在 8 月 1 日前投入新资金。
这场募资也成为 AI 资本开支交易退潮后的一个标志性事件。过去一年，市场愿意为算力、芯片、电力和云基础设施支付高估值；随着科技股回撤加深，资金开始重新审视 AI 产业链的回报周期、杠杆风险和持仓拥挤度。Situational Awareness 仍押注 AI 长期趋势，包括 Anthropic 潜在 IPO 等后续机会，但短期内，市场对高波动 AI 资产的容忍度已经明显下降。
值得注意的是，Situational Awareness 此前披露的 13F 文件中确实出现了大量看跌期权。其一季度持仓显示，基金对 SMH、英伟达、甲骨文、博通、AMD、台积电、美光等大型半导体和 AI 链条标的持有 PUT 头寸，名义敞口规模较大。这一结构一度被市场解读为「做多 AI 基础设施、同时对冲大型芯片股回调」的相对价值交易。
但看跌期权并不意味着基金可以完全避开损失。13F 披露的是期权对应标的的名义规模，并不披露权利金、行权价、到期日和 Delta，真实保护力度可能远低于表面数字。同时，13F 仅为 3 月 31 日的持仓快照，至 7 月 AI 股大幅回调时，相关 PUT 可能已经平仓、滚动或减仓，外部投资者无法仅凭一季报判断当前对冲状态。
更关键的是，基金此前重仓的多头集中在一批高波动 AI 基础设施股票上。包括 Bloom Energy、SanDisk、CoreWeave、IREN、Core Scientific、Applied Digital、Riot、CleanSpark 等标的，核心逻辑都与 AI 数据中心、电力、存储、GPU 云和矿企转型算力有关。这类股票在 AI 资本开支上行周期中弹性极强，但一旦市场开始质疑 AI 投资回报、融资环境和客户需求，跌幅往往会超过传统大型芯片股。
资金费率Top
PF_MELANIAUSD | 1.1249%4h |
BNCUSDT | 0.8302%8h |
SKHYNIX-USDT-SWAP | 0.5917%8h |
LRC_USDT_SWAP | 0.3750%8h |
SKHYNIXUSDT | 0.3556%4h |
$1.09M
$4.22M
$4.55M
$3.98M
$8.05M
多空比
BTC | 0.79 | |
ETH | 1.01 | |
SOL | 1.01 | |
XRP | 0.84 | |
DOGE | 0.77 |
全球指数
美元指数(DXY)
$100.91
0.09%
伦敦金(XAU)
$4,035.76
-0.75%
标准普尔500指数(SPX)
$7,316.15
-1.52%
纳斯达克指数(IXIC)
$24,442.94
-1.74%
加密货币大数据
现货
衍生品
代币解锁
板块
# | 名称 | 价格 | 24H涨跌 | 7D涨跌 | 市值 | 交易额/量 | 流通率 | 7D价格趋势线 | ||
|---|---|---|---|---|---|---|---|---|---|---|
1 | BTC Bitcoin | $64104.2 | +0.21% | -2.30% | $1,285.53B | $18.55B 289.49KBTC |  95.5% | |||
2 | ETH Ethereum | $1907.39 | +0.12% | -0.63% | $230.09B | $38.49B 4.50METH |  ∞ | |||
3 | USDT Tether | $1 | +0.13% | +0.13% | $183.93B | $775.56M 784.85MUSDT | ∞ | |||
4 | BNB Binance ... | $573.2 | +0.77% | +0.63% | $76.67B | $749.09M 1.31MBNB | 66.6% | |||
5 | USDC USD Coin | $1.0011 | +0.00% | +0.04% | $72.2B | $5.86B 5.85BUSDC | ∞ | |||
6 | XRP Ripple | $1.0773 | -0.32% | -5.17% | $67.35B | $5.12B 3.17BXRP |  62.5% | |||
7 | SOL Solana | $73.77 | +0.44% | -4.85% | $42.75B | $3.19B 25.36MSOL | ∞ | |||
8 | TRX TRON | $0.3263 | +0.33% | -0.77% | $30.9B | $311.36M 954.32MTRX | ∞ | |||
9 | STETH Lido Sta... | $1902.53 | -0.15% | -0.85% | $17.87B | $1.7M 893.30STETH | ∞ | |||
10 | WBT WhiteBIT... | $55.884 | +0.08% | -2.23% | $16.48B | $69.92M 1.24MWBT | 73.5% | |||
11 | HYPE Hyperliq... | $53.698 | -1.34% | -9.16% | $11.94B | $145.03M 2.67MHYPE |  22.2% | |||
12 | DOGE Dogecoin | $0.07014 | -0.66% | -3.31% | $10.36B | $1.35B 17.88BDOGE | ∞ | |||
13 | USDS USDS Sta... | $1.0012 | +0% | +0.07% | $9.41B | $2.23M 2.22MUSDS | ∞ | |||
14 | LEO UNUS SED... | $9.788 | +0.38% | +0.76% | $9B | $3.21M 325.91KLEO | ∞ | |||
15 | ZEC Zcash | $476.76 | +3.33% | -6.89% | $7.87B | $226.2M 487.11KZEC | 79.9% | |||
16 | WBTC Wrapped ... | $63729.8 | -0.11% | -3.37% | $7.45B | $14.31M 223.33WBTC | ∞ | |||
17 | WBETH Wrapped ... | $2101.54 | +0.27% | -0.57% | $7.08B | $1.19M 564.95WBETH | ∞ | |||
18 | XMR Monero | $353.55 | +2% | +0.78% | $6.64B | $93.38M 264.92KXMR | ∞ | |||
19 | LINK ChainLin... | $8.289 | -0.88% | -3.40% | $6.21B | $418.81M 50.47MLINK | 74.8% | |||
20 | ADA Cardano | $0.1625 | -0.86% | -6.88% | $6.07B | $287.11M 1.23BADA | 83% | |||
21 | XLM Stellar | $0.1718 | -0.69% | -6.94% | $5.88B | $112.19M 654.12MXLM | 68.5% | |||
22 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.59B | $189,559.23 189.71KDAI | ∞ | |||
23 | WETH wETH | $1905.96 | +0.17% | -0.67% | $4.28B | $31.24M 16.39KWETH | ∞ | |||
24 | BCH Bitcoin ... | $210.7 | -0.81% | -3.22% | $4.23B | $714.67M 2.47MBCH | 95.6% | |||
25 | GRAM Gram (pr... | $1.421 | +0.49% | -5.71% | $3.87B | $51.74M 36.36MGRAM | ∞ | |||
26 | TON Toncoin | $1.67 | +0.00% | +0.00% | $3.8B | $6.67M 4.08MTON | ∞ | |||
27 | LTC Litecoin | $45.5 | +0.61% | -3.59% | $3.52B | $791.77M 6.55MLTC | 92.2% | |||
28 | USD1 World Li... | $1 | +0.02% | +0.03% | $2.99B | $275.1M 275.14MUSD1 |  100% | |||
29 | HBAR Hedera | $0.06785 | -0.87% | -7.35% | $2.88B | $25.83M 386.22MHBAR | 85% | |||
30 | AVAX Avalanch... | $6.47 | +0.87% | -1.18% | $2.79B | $196.15M 24.03MAVAX | 60% | |||
31 | SUI Sui | $0.6858 | +0.13% | -10.36% | $2.78B | $881.02M 1.29BSUI | 40.5% | |||
32 | SHIB Shiba In... | $0.0{5}4621 | -7.59% | +9.34% | $2.72B | $208.47M 44.89TSHIB | 100% | |||
33 | PYUSD PayPal U... | $1.0007 | -0.05% | +0.03% | $2.71B | $9.41M 9.41MPYUSD | ∞ | |||
34 | CRO Cronos | $0.05453 | -0.61% | -5.56% | $2.58B | $3.39B 162.32MCRO | 47.3% | |||
35 | UNI Uniswap | $3.979 | +4.73% | +4.35% | $2.49B | $2.32B 582.69MUNI | 62.5% | |||
36 | XAUT Tether G... | $4029.7 | +0.24% | -2.12% | $2.47B | $2.27B 40.17KXAUT | ∞ | |||
37 | TAO Bittenso... | $192.3 | +0.05% | -1.39% | $2.15B | $94.94M 500.00KTAO | 53.2% | |||
38 | NEAR NEAR Pro... | $1.637 | +0.80% | -12.18% | $2.13B | $1.75B 1.07BNEAR | ∞ | |||
39 | ONDO Ondo | $0.408 | +2.48% | -0.08% | $1.98B | $95.52M 240.70MONDO | 48.7% | |||
40 | OKB OKB | $85.78 | +1.77% | +4.50% | $1.8B | $130.42M 1.53MOKB | 100% | |||
41 | PAXG PAX Gold | $4033.7 | +0.23% | -2.01% | $1.78B | $97.69M 24.38KPAXG | ∞ | |||
42 | HTX HTX DAO | $0.00000178 | -10.98% | -3.49% | $1.61B | $108.5M 60.77THTX | 89.8% | |||
43 | USDD Decentra... | $0.9985 | -0.02% | -0.10% | $1.57B | $116.69M 116.69MUSDD | ∞ | |||
44 | SDG ShineDog... | $1.55 | +9.15% | +34.37% | $1.55B | $12,960.65 6.71KSDG | 100% | |||
45 | WLFI World Li... | $0.05555 | +2.81% | -0.20% | $1.52B | $18.79M 340.06MWLFI | 27.3% | |||
46 | AAVE Aave | $96.34 | -2.13% | -0.56% | $1.49B | $1.3B 13.40MAAVE | 96.4% | |||
47 | M MemeCore | $1.0914 | -2.89% | -3.54% | $1.45B | $6.58M 5.93MM | 13.3% | |||
48 | USDF Falcon U... | $0.996 | +0.00% | -0.02% | $1.42B | $311,110.03 312.34KUSDF | ∞ | |||
49 | JLP Jupiter ... | $3.5866 | +0.30% | -2.90% | $1.34B | $5,334.1 1.49KJLP | ∞ | |||
50 | SKY Sky Prot... | $0.05726 | +0.19% | -8.40% | $1.34B | $8.3M 143.88MSKY | 99.6% | |||
51 | BFUSD BFUSD | $0.9991 | -0.04% | -0.04% | $1.32B | $354,735.88 355.12KBFUSD | ∞ | |||
52 | MNT Mantle | $0.3962 | -0.76% | -5.22% | $1.3B | $8.26M 20.82MMNT | 53.1% | |||
53 | DOT Polkadot | $0.7667 | +0.74% | -7.03% | $1.3B | $80.1M 104.71MDOT | 80.7% | |||
54 | MCS Money Co... | $0.2527 | +0.00% | +0.00% | $1.26B | $0 0.00MCS | 100% | |||
55 | RUBX RUBx | $0.01237 | +0.00% | -0.27% | $1.24B | $0 0.00RUBX | 100% | |||
56 | ICP Internet... | $2.084 | +0.33% | -4.98% | $1.16B | $26.04M 12.57MICP | ∞ | |||
57 | PEPE Pepe | $0.0{5}2746 | -8.47% | -3.62% | $1.16B | $290.13M 105.81TPEPE | 100% | |||
58 | BEAT Audiera | $3.7314 | +4.66% | +40.45% | $1.15B | $13.46M 3.61MBEAT | 30.9% | |||
59 | BGB Bitget T... | $1.6227 | -2.33% | -4.06% | $1.14B | $21.1M 12.03MBGB | 35% | |||
60 | USDGO USDGO | $1.0015 | +0.01% | +0.07% | $1.11B | $5.12M 5.12MUSDGO | ∞ | |||
61 | U United S... | $1.0009 | -0.01% | +0.04% | $1.09B | $32.46M 32.44MU | ∞ | |||
62 | WLD Worldcoi... | $0.3048 | +0.82% | -19.79% | $1.09B | $1.35B 4.45BWLD | 35.7% | |||
63 | ETC Ethereum... | $6.748 | +0.98% | -2.52% | $1.06B | $68.94M 10.31METC | 74.8% | |||
64 | WBNB Wrapped ... | $572.3957 | +0.97% | +0.27% | $1.01B | $4.07M 7.12KWBNB | ∞ | |||
65 | ASTER Aster | $0.5997 | -0.39% | -3.74% | $994.15M | $63.49M 105.79MASTER | 20.7% | |||
66 | KCS KuCoin T... | $6.607 | -1.29% | -0.74% | $907.86M | $9.16M 1.28MKCS | 68.6% | |||
67 | PI Pi Netwo... | $0.08215 | +3.12% | -11.10% | $899.27M | $11.43M 143.40MPI | 10.9% | |||
68 | QNT Quant | $60.98 | +1.32% | -4.08% | $886.66M | $4.49M 73.97KQNT | 99.5% | |||
69 | JST JUST GOV | $0.09944 | -0.75% | -2.58% | $811.69M | $23.88M 240.19MJST | 82.7% | |||
70 | POL POL (ex-... | $0.07195 | +0.95% | -8.69% | $769.02M | $17.5M 244.32MPOL | ∞ | |||
71 | KAS Kaspa | $0.02753 | -0.80% | -1.89% | $759.96M | $5.08M 184.00MKAS | 96.2% | |||
72 | PUMP Pump.fun | $0.001909 | +2.74% | +0.31% | $755.93M | $32.5M 17.23BPUMP | 39.7% | |||
73 | BNSOL Binance ... | $82.8 | +0.36% | -4.94% | $748.96M | $433,248.09 5.23KBNSOL | ∞ | |||
74 | ENA ENA | $0.07809 | -3.55% | -14.74% | $746.96M | $154.28M 1.95BENA | 63.7% | |||
75 | JITOSOL Jito Sta... | $95.31 | +1.29% | -4.75% | $732.74M | $449,315.36 4.72KJITOSOL | ∞ | |||
76 | NEXO Nexo | $0.7349 | +1.42% | -2.63% | $732.25M | $3.14M 4.30MNEXO | 100% | |||
77 | RENDER Render N... | $1.394 | -0.08% | -7.63% | $722.9M | $14.53M 10.41MRENDER | 80.5% | |||
78 | STABLE Stable | $0.03489 | -2.21% | -7.41% | $711.53M | $8.95M 251.06MSTABLE | ∞ | |||
79 | GT Gatechai... | $6.54 | -0.16% | -2.10% | $695.37M | $1.26M 191.15KGT | 74.7% | |||
80 | ALGO Algorand | $0.07746 | -1.72% | -8.41% | $694.87M | $125.08M 156.70MALGO | 89.7% | |||
81 | GFO GoodFund... | $0.06713 | -0.23% | -1.55% | $671.7M | $18,388.43 273.74KGFO | 100% | |||
82 | ATOM Cosmos | $1.277 | -1.24% | -12.24% | $666.33M | $215.05M 121.47MATOM | ∞ | |||
83 | LBTC Lombard ... | $63000 | +0.00% | +0.00% | $645.88M | $0 0.00LBTC | ∞ | |||
84 | 币安人生 币安人生 | $0.623 | -2.99% | +1.07% | $622.99M | $8.27M 13.21M币安人生 | 100% | |||
85 | JUP Jupiter ... | $0.1961 | +2.56% | +3.21% | $619.95M | $12.57M 64.58MJUP | ∞ | |||
86 | LSETH Liquid S... | $2122.21 | -1.18% | -6.39% | $608.56M | $6.53M 3.08KLSETH | ∞ | |||
87 | VVV Venice T... | $0.08673 | +10.73% | -21.07% | $578.88M | $11.33M 922.66KVVV | ∞ | |||
88 | FIL Filecoin | $0.6808 | -1.48% | -8.63% | $551.62M | $139.61M 205.04MFIL | ∞ | |||
89 | MXN MXN | $0.05502 | +0.97% | +0.76% | $550.6M | $66,470.28 1.21MMXN | 100% | |||
90 | FLR Flare | $0.006319 | +1.23% | -4.20% | $549.09M | $1.99M 316.70MFLR | ∞ | |||
91 | LIT Lighter | $2.1877 | -5.43% | -5.03% | $547.46M | $47.38M 21.32MLIT | 25% | |||
92 | XDC XDC Netw... | $0.02728 | +0.51% | -3.95% | $542.91M | $4.37M 161.13MXDC | ∞ | |||
93 | ARB Arbitrum | $0.07911 | +1.81% | -11.40% | $523.33M | $170.97M 2.16BARB | 66.1% | |||
94 | TUSD TrueUSD | $0.9968 | -0.04% | -0.07% | $492.84M | $6.68M 6.71MTUSD | ∞ | |||
95 | METH Mantle S... | $2088.05 | +0.38% | -0.70% | $484.65M | $151,392.57 72.46METH | ∞ | |||
96 | INJ Injectiv... | $4.727 | +4.53% | -7.55% | $472.91M | $37.31M 8.09MINJ | ∞ | |||
97 | CAKE PancakeS... | $1.3838 | +0.17% | -0.75% | $445.92M | $11.05M 7.99MCAKE | 80.6% | |||
98 | ETHFI ether.fi... | $0.4076 | +2.98% | -10.66% | $396.67M | $18.26M 45.22METHFI | 97.3% | |||
99 | VET VeChain | $0.004529 | +1.13% | -6.70% | $389.18M | $5.46M 1.21BVET | 99.2% | |||
100 | DASH Dash | $30.04 | -1.25% | -10.31% | $383.83M | $38.29M 1.28MDASH | 67.7% |