持仓
67.47B+1.22%
24H爆仓
155.96M-22.26%
BTC ETF 7D净流入
-2.82万 BTC
ETH ETF 7D净流入
-8.56万 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
$2.18T
BTC
ETH
其他
昨日ETF净流入 >
0 BTC
≈0 USD
恐慌贪婪指数
23
极度恐慌
市场占有率
57.81%
-0.69%
9.83%
-0.41%
SK海力士计划在美国上市，旨在吸引AI领域投资者
币界网消息，SK海力士计划在美国上市，此次上市规模为290亿美元，旨在吸引AI领域投资者并参与全球AI内存芯片市场竞争。Synovus Trust公司高级投资组合经理丹尼尔·摩根表示，当前市场处于芯片股狂热期，是吸引美国投资者的时机。Thornburg Investment Management投资组合经理周迪表示，此次发行面向无法进入韩国股市的投资者。SK海力士在纳斯达克上市，为投资者提供参与AI内存周期的机会。
「字节炒股赚3000万」主角复盘总结：因硬盘涨价发现AI存储赛道机会，建议投资AI公司以对冲被AI取代风险
BlockBeats 消息，7 月 5 日，「字节炒股赚 3000 万」主角 Leto Bao 在 Binance 广场复盘美股投资经历已结束，其部分发言如下：
去年 8 月左右，其投资风格已转向价值投资，主要仓位配置在指数，尤其是纳斯达克 100，另有部分仓位投向其主动选择的公司，如 Google。当时他因想通过量化方式搭建数据库、回测投资策略，在拼多多购买了两块硬盘，随后发现硬盘价格持续上涨。
他表示，硬盘涨价成为其关注存储赛道的第一个信号。当时已有报告提到 AI 驱动内存涨价，而硬盘价格同步上涨。第二个信号来自其 Data Engineer 工作经历，字节跳动当时也在要求团队缩短数据生命周期，即减少数据存储时间，例如从两三年缩短至一年或半年，并删除多余数据，原因是存储资源不足。
Leto Bao 称，基于硬盘涨价、AI 存储需求和研报分析，他最初买入部分相关标的，但没有直接重仓，因为当时尚未看到实锤信号。之后他通过 13F 机构持仓发现，机构连续三个季度加仓相关方向，才开始加大仓位，并一直持有至今。他表示，自己目前仍持有存储相关仓位，并已获得较大收益。
关于经济指标，Leto Bao 称，CPI 物价指数，也是美联储重点关注的指标之一。若 CPI 较高，通常意味着通胀压力较大；若 CPI 较低，则可能反映通缩压力。美联储长期目标是将通胀维持在 2% 左右，这代表一种温和通胀环境，意味着货币缓慢贬值，同时投资、消费和信贷活动处于相对良性状态。非农数据也会对市场判断产生影响。就业过热与通胀之间存在一定相关性，但宏观经济指标之间关系复杂，并非简单的线性推导。美联储则负责制定与利率相关的经济政策，并通过政策调整服务美国经济运行。
Leto Bao 认为，CPI、非农、美联储政策和财报季都不能简单视为「噪音」，均具有一定参考意义。他提到，自己此前投资英伟达时曾忽视加息大环境，导致账户出现大幅回撤，因此宏观因素仍需要纳入投资判断。
最后，Leto Bao 建议投资应尽早开始，并尽早将资金配置到相关资产中。未来很多工作和岗位都会受到 AI 影响，因此普通人若想对冲被 AI 取代的风险，可以考虑将资金投入到 AI 相关公司中。
Leto Bao 是字节跳动前员工，被称为「字节炒股哥」。因美股投资抓住 AI 存储赛道实现大幅盈利，网传赚取约 3000 万元人民币并辞职。故事起源于他在拼多多买硬盘时发现价格异常上涨，进而研究数据存储需求并重仓相关股票。
聪明钱集体押注墨西哥常规比赛时间不胜，TOP持仓地址合计盈利2030万美元
PPP 预测市场工具赛前持仓数据显示，在 Polymarket“世界杯 1/8 决赛墨西哥对战英格兰”预测事件中，墨西哥是否胜出这一市场出现多个盈利地址押注墨西哥常规比赛时间无法获胜。TOP5 地址总盈利分别为 36 万、35 万、230 万、65 万、1670 万美元。Odaily Seer 先知频道持续关注预测市场，在定价之前，看见变化。
数据：Robinhood Earn 金库目前 TVL 已达 1600 万美元，APY 为 7.1%
Odaily 星球日报讯 Entropy Advisors 数据负责人、21.co 前分析师 Tom Wan 在 X 平台发文表示，由 Steakhouse Financial 在 Morpho 上管理的 Robinhood Earn 金库目前 TVL 已达 1600 万美元，APY 为 7.1%，其中 1.7% 来自协议自身收益，5.4% 来自激励补贴。Tom Wan 表示，Robinhood 每年为该金库分配 1.15 亿美元 USDG 激励预算，按当前约 5% 的激励比例计算，理论上可支撑约 20 亿美元 的存款规模，对应 15 亿至 25 亿美元 的 TVL 潜力。
Polymarket上“勒布朗·詹姆斯加盟骑士队”概率大幅走高升至58%，24小时上涨19%
PPP 预测市场工具监测显示，Polymarket 上“勒布朗·詹姆斯下赛季会效力于哪只球队”的多选项预测事件中，加盟克利夫兰骑士队的概率大幅走高升至 58%，24 小时上涨 19%，而加盟费城 76 人队的概率降至 7%，24 小时下跌 12%。据 ESPN Cleveland 晒照，勒布朗·詹姆斯在当地时间 7 月 4 日晚间与高中队友们聚会，但照片中出现骑士队助理总经理布兰登·威姆斯的身影。另据知名体育记者 Marc Stein 披露，勒布朗·詹姆斯与克利夫兰骑士完成双方第二次重聚的可能性正在迅速升温。Odaily Seer 先知频道持续关注预测市场，在定价之前，看见变化。
资金费率Top
PF_GIGAUSD | 2.0140%4h |
PF_CGPTUSD | 2.0104%4h |
PF_BANDUSD | 2.0102%4h |
PF_MOGUSD | 1.9770%4h |
PF_ALICEUSD | 1.9711%4h |
$72.04M
$1.46M
$1.08M
多空比
BTC | 1.14 | |
ETH | 1.28 | |
SOL | 1.15 | |
XRP | 1.24 | |
DOGE | 1.19 |
全球指数
美元指数(DXY)
$100.86
+0.00%
伦敦金(XAU)
$4,175.7
1.25%
标准普尔500指数(SPX)
$7,483.24
+0.00%
纳斯达克指数(IXIC)
$25,832.67
-0.80%
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 | $62732.7 | +0.04% | +4.49% | $1,257.95B | $14.24B 226.50KBTC |  95.5% | |||
2 | ETH Ethereum | $1772.84 | +0% | +12.05% | $213.93B | $26.83B 5.35METH |  ∞ | |||
3 | USDT Tether | $1 | +0.07% | +0.07% | $183.24B | $206.86M 208.37MUSDT | ∞ | |||
4 | BNB Binance ... | $587.2 | +2.19% | +5.72% | $79.48B | $930.5M 1.60MBNB | 67.4% | |||
5 | USDC USD Coin | $1.0007 | +0% | -0.04% | $73B | $2.48B 2.48BUSDC | ∞ | |||
6 | XRP Ripple | $1.136 | -3.14% | +7.92% | $70.71B | $4.52B 2.89BXRP |  62.2% | |||
7 | SOL Solana | $81.32 | -0.62% | +13.44% | $47.39B | $3.86B 24.00MSOL | ∞ | |||
8 | TRX TRON | $0.3294 | +1.17% | +1.80% | $31.16B | $336.99M 1.03BTRX | ∞ | |||
9 | MVT MOTHER V... | $2.64 | +2.72% | +2.72% | $26.5B | $1.24M 489.86KMVT |  100% | |||
10 | STETH Lido Sta... | $1773.32 | +0.11% | +12.01% | $16.15B | $1.83M 1.03KSTETH | ∞ | |||
11 | HYPE Hyperliq... | $69.554 | -1.38% | +10.80% | $15.46B | $116.15M 1.67MHYPE |  22.2% | |||
12 | DOGE Dogecoin | $0.07699 | -0.93% | +4.49% | $11.37B | $1.3B 15.65BDOGE | ∞ | |||
13 | USDS USDS Sta... | $1.0005 | -0.02% | -0.06% | $10.14B | $3.04M 3.04MUSDS | ∞ | |||
14 | LEO UNUS SED... | $9.211 | +0.99% | -2.51% | $8.5B | $2.78M 293.94KLEO | ∞ | |||
15 | ZEC Zcash | $462.85 | -0.74% | +19.23% | $7.62B | $172.85M 380.87KZEC | 80% | |||
16 | WBTC Wrapped ... | $62513.1 | -0.34% | +4.42% | $7.28B | $11.41M 181.87WBTC | ∞ | |||
17 | ADA Cardano | $0.1891 | +2.21% | +30.77% | $7.04B | $2.35B 2.83BADA | 82.8% | |||
18 | XLM Stellar | $0.2002 | -2.93% | +16.98% | $6.81B | $346.57M 1.71BXLM | 68% | |||
19 | WBT WhiteBIT... | $56.64 | +0.23% | +17.62% | $6.7B | $53.36M 939.44KWBT | 29.5% | |||
20 | WBETH Wrapped ... | $1950.63 | +0.06% | +12.20% | $6.56B | $1.93M 988.93WBETH | ∞ | |||
21 | XMR Monero | $326.34 | -1.82% | +4.16% | $6.13B | $85.85M 262.58KXMR | ∞ | |||
22 | LINK ChainLin... | $7.96 | -0.68% | +9.11% | $5.96B | $283.71M 35.61MLINK | 74.8% | |||
23 | GRAM Gram (pr... | $1.773 | -2% | +14.09% | $4.83B | $244.41M 138.60MGRAM | ∞ | |||
24 | BCH Bitcoin ... | $237.9 | +3.21% | +23.13% | $4.77B | $1.24B 4.10MBCH | 95.5% | |||
25 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.61B | $30,614.21 30.76KDAI | ∞ | |||
26 | TON Toncoin | $1.67 | +0.00% | +0.00% | $4.52B | $7.79M 4.51MTON | ∞ | |||
27 | WETH wETH | $1771.02 | -0.05% | +12.11% | $4.24B | $26.23M 14.81KWETH | ∞ | |||
28 | LTC Litecoin | $45.37 | +1.20% | +5.34% | $3.51B | $645.52M 6.31MLTC | 92.1% | |||
29 | HBAR Hedera | $0.07528 | +1.22% | +5.62% | $3.19B | $60.49M 802.89MHBAR | 85% | |||
30 | WEETH Wrapped ... | $1916.4 | +0.00% | +10.38% | $3.13B | $2,401.56 1.24WEETH | ∞ | |||
31 | CORA CONSORA | $3.1057 | -0.83% | -0.83% | $3.1B | $1.45M 466.73KCORA | 100% | |||
32 | SUI Sui | $0.7543 | -1.33% | +10.10% | $3.05B | $2.14B 1.84BSUI | 40.5% | |||
33 | AVAX Avalanch... | $6.921 | -0.42% | +9.49% | $2.99B | $406.2M 23.40MAVAX | 60% | |||
34 | USD1 World Li... | $0.9996 | -0.02% | -0.11% | $2.99B | $231.42M 231.53MUSD1 | 100% | |||
35 | PYUSD PayPal U... | $1.0004 | -0.04% | -0.06% | $2.86B | $7.68M 7.68MPYUSD | ∞ | |||
36 | CRO Cronos | $0.06018 | -1.46% | +10.60% | $2.77B | $1.37B 139.98MCRO | 46.1% | |||
37 | NEAR NEAR Pro... | $1.977 | -2.42% | +5.44% | $2.57B | $1.05B 530.15MNEAR | ∞ | |||
38 | SHIB Shiba In... | $0.0{5}4345 | +8.62% | +3.62% | $2.56B | $120.64M 27.70TSHIB | 100% | |||
39 | XAUT Tether G... | $4164.9 | +0.10% | +2.36% | $2.55B | $28.56M 6.00KXAUT | ∞ | |||
40 | TAO Bittenso... | $212.3 | -0.98% | +2.01% | $2.35B | $103.13M 482.28KTAO | 52.8% | |||
41 | DEXE DeXe | $24.441 | +3.76% | +9.29% | $2.05B | $11.36M 491.79KDEXE | ∞ | |||
42 | UNI Uniswap | $3.143 | -2.67% | +7.12% | $1.95B | $339.2M 107.71MUNI | 62.1% | |||
43 | M MemeCore | $1.4455 | -1.62% | +113.13% | $1.89B | $9.76M 6.80MM | 13.2% | |||
44 | PAXG PAX Gold | $4168.1 | +0.04% | +2.27% | $1.88B | $18.69M 4.48KPAXG | ∞ | |||
45 | OKB OKB | $79.97 | -1.93% | +2.45% | $1.68B | $102.19M 1.24MOKB | 100% | |||
46 | WLFI World Li... | $0.05951 | +5.40% | +2.70% | $1.62B | $34.84M 594.16MWLFI | 27.3% | |||
47 | HTX HTX DAO | $0.0{5}1763 | -11.87% | +4.68% | $1.61B | $65.51M 38.16THTX | 90.6% | |||
48 | ONDO Ondo | $0.3302 | -1.08% | +6.61% | $1.61B | $50.54M 152.73MONDO | 48.7% | |||
49 | DOT Polkadot | $0.8773 | +0.07% | +8.49% | $1.48B | $54.86M 62.46MDOT | 80.6% | |||
50 | MNT Mantle | $0.441 | -1.50% | +3.91% | $1.45B | $19.72M 44.28MMNT | 53.1% | |||
51 | USDF Falcon U... | $0.9972 | +0.01% | +0.10% | $1.42B | $184,894.75 185.42KUSDF | ∞ | |||
52 | WLD Worldcoi... | $0.4028 | -5.98% | -8.85% | $1.42B | $2.1B 5.21BWLD | 35.1% | |||
53 | USDD Decentra... | $0.9998 | +0.04% | +0.04% | $1.41B | $809,273.56 809.46KUSDD | ∞ | |||
54 | JLP Jupiter ... | $3.7108 | -0.05% | +8.56% | $1.39B | $3,141.13 847.22JLP | ∞ | |||
55 | AAVE Aave | $89.13 | -0.04% | +0.64% | $1.35B | $739.93M 8.34MAAVE | 94.9% | |||
56 | BFUSD BFUSD | $0.9995 | +0.01% | -0.02% | $1.32B | $343,560.41 343.82KBFUSD | ∞ | |||
57 | SKY Sky Prot... | $0.0555 | -3.83% | +11.75% | $1.29B | $12.43M 221.61MSKY | 99.4% | |||
58 | BXID BONDXID | $0.1262 | +11.18% | +11.18% | $1.27B | $48,804.06 381.16KBXID | 100% | |||
59 | MCS Money Co... | $0.2527 | -0.02% | -0.02% | $1.26B | $3,047.39 12.06KMCS | 100% | |||
60 | PI Pi Netwo... | $0.1135 | -2.16% | -10.63% | $1.24B | $7.53M 65.21MPI | 10.9% | |||
61 | ICP Internet... | $2.195 | -1.93% | +1.19% | $1.22B | $29.43M 13.26MICP | ∞ | |||
62 | BGB Bitget T... | $1.7188 | -0.24% | +4.67% | $1.2B | $22.46M 12.51MBGB | 35% | |||
63 | PEPE Pepe | $0.0{5}2698 | -10.07% | +12.83% | $1.13B | $296.62M 109.74TPEPE | 100% | |||
64 | ETC Ethereum... | $7.153 | -2.14% | +1.51% | $1.12B | $67.11M 9.35METC | 74.3% | |||
65 | ASTER Aster | $0.6417 | -0.56% | +3.63% | $1.06B | $23.23M 36.17MASTER | 20.7% | |||
66 | WBNB Wrapped ... | $587.1483 | +2.32% | +5.78% | $1.03B | $4.24M 7.23KWBNB | ∞ | |||
67 | U United S... | $1.0009 | +0% | -0.03% | $1.02B | $21.46M 21.44MU | ∞ | |||
68 | KCS KuCoin T... | $7.151 | -0.51% | +6% | $983.96M | $9.17M 1.22MKCS | 68.6% | |||
69 | QNT Quant | $67.02 | -2.42% | +2.44% | $974.78M | $3.93M 58.14KQNT | 99.5% | |||
70 | NOX Nova X U... | $0.8781 | +2.24% | +2.24% | $880.8M | $492,994.1 570.46KNOX | 100% | |||
71 | USDGO USDGO | $1.0011 | -0.01% | -0.02% | $879.18M | $51,924.08 51.87KUSDGO | ∞ | |||
72 | BEAT Audiera | $2.7938 | -7.73% | +11.59% | $864.27M | $7.76M 2.73MBEAT | 30.9% | |||
73 | KAS Kaspa | $0.0311 | -0.45% | +11.50% | $853.94M | $7.84M 251.82MKAS | 95.8% | |||
74 | RENDER Render N... | $1.593 | -0.07% | +3.10% | $826.14M | $19.82M 12.36MRENDER | 80.5% | |||
75 | BNSOL Binance ... | $91 | -0.66% | +13.60% | $818.7M | $1.38M 15.15KBNSOL | ∞ | |||
76 | JITOSOL Jito Sta... | $105 | -0.20% | +13.51% | $813.83M | $144,805.78 1.39KJITOSOL | ∞ | |||
77 | ATOM Cosmos | $1.559 | -2.20% | -1.21% | $806.79M | $1.15B 64.78MATOM | ∞ | |||
78 | ALGO Algorand | $0.09 | +0.04% | +4.48% | $805.06M | $33.69M 174.55MALGO | 89.5% | |||
79 | JST JUST GOV | $0.09242 | +3.38% | +5.09% | $791.47M | $21.03M 230.22MJST | 86.3% | |||
80 | POL POL (ex-... | $0.0731 | -0.98% | +1.62% | $780.64M | $16.64M 226.68MPOL | ∞ | |||
81 | JUP Jupiter ... | $0.2413 | +2.46% | +13.39% | $764.63M | $14.34M 60.36MJUP | ∞ | |||
82 | NEXO Nexo | $0.765 | -0.98% | +6.78% | $761.66M | $3.4M 4.44MNEXO | 100% | |||
83 | ENA ENA | $0.0785 | -1.40% | +3.24% | $749.41M | $142.86M 1.82BENA | 63.7% | |||
84 | 币安人生 币安人生 | $0.7406 | -2.53% | +2.01% | $739.17M | $34.7M 45.09M币安人生 | 100% | |||
85 | ADI ADI | $5.802 | +0.83% | +16.96% | $727.13M | $4.58M 789.11KADI | 12.5% | |||
86 | GT Gatechai... | $6.74 | -0.74% | +3.21% | $719.19M | $2.1M 309.95KGT | 74.7% | |||
87 | STABLE Stable | $0.03432 | -0.22% | -8.32% | $700.43M | $11.13M 323.79MSTABLE | ∞ | |||
88 | GFO GoodFund... | $0.06939 | -0.05% | -0.05% | $695.3M | $20,608.02 297.37KGFO | 100% | |||
89 | PUMP Pump.fun | $0.001621 | +3.18% | +11.02% | $655.78M | $26.39M 16.67BPUMP | 40.4% | |||
90 | LBTC Lombard ... | $63500 | +0.79% | +4.09% | $651M | $72.55 0.00LBTC | ∞ | |||
91 | FIL Filecoin | $0.7851 | -2.14% | +8.22% | $624.13M | $113.89M 144.73MFIL | ∞ | |||
92 | FLR Flare | $0.007005 | -2.10% | +4.69% | $607.6M | $1.79M 254.93MFLR | ∞ | |||
93 | LIT Lighter | $2.4469 | +11.11% | +39.28% | $606.34M | $28.97M 12.67MLIT | 25% | |||
94 | VVV Venice T... | $0.177 | +4.56% | +21.06% | $564.48M | $21.92M 1.89MVVV | ∞ | |||
95 | LSETH Liquid S... | $1962.1 | -1.41% | +11.13% | $564.47M | $58.65M 29.90KLSETH | ∞ | |||
96 | XDC XDC Netw... | $0.02833 | -1.81% | +1.76% | $564.37M | $6.36M 223.25MXDC | ∞ | |||
97 | MXN MXN | $0.05516 | -0.37% | -0.35% | $551.9M | $59,400.22 1.07MMXN | 100% | |||
98 | SDG ShineDog... | $0.5112 | -0.01% | -0.01% | $511.2M | $76.36 149.38SDG | 100% | |||
99 | ARB Arbitrum | $0.07866 | -1.91% | +6.34% | $500.21M | $128.12M 1.63BARB | 63.6% | |||
100 | TUSD TrueUSD | $0.9991 | +0.01% | +0.01% | $493.78M | $5.39M 5.40MTUSD | ∞ |