持仓
66.01B-2.79%
24H爆仓
159.96M-19.78%
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
$2.17T
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
57.98%
-0.47%
9.86%
-0.12%
「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_BANDUSD | 2.0300%4h |
PF_GIGAUSD | 2.0140%4h |
PF_CGPTUSD | 2.0104%4h |
PF_ALICEUSD | 1.9911%4h |
PF_MOGUSD | 1.9770%4h |
$1.26M
$8.99M
$4.74M
$2.4M
$3.21M
$1.27M
多空比
BTC | 1.27 | |
ETH | 1.49 | |
SOL | 1.26 | |
XRP | 1.42 | |
DOGE | 1.33 |
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 | $62826.4 | +0.05% | +4.58% | $1,260B | $14.7B 233.71KBTC |  95.5% | |||
2 | ETH Ethereum | $1775.68 | -0.60% | +12.40% | $214.21B | $29.35B 5.56METH |  ∞ | |||
3 | USDT Tether | $1 | +0.00% | +0.00% | $183.13B | $238.57M 239.91MUSDT | ∞ | |||
4 | BNB Binance ... | $588.8 | +2.47% | +6.03% | $79.64B | $955.15M 1.65MBNB | 67.4% | |||
5 | USDC USD Coin | $1.0006 | -0.01% | -0.06% | $73B | $2.57B 2.56BUSDC | ∞ | |||
6 | XRP Ripple | $1.1382 | -2.91% | +8.44% | $70.78B | $4.73B 3.05BXRP |  62.2% | |||
7 | SOL Solana | $81.38 | -0.83% | +13.43% | $47.43B | $3.97B 24.86MSOL | ∞ | |||
8 | TRX TRON | $0.3302 | +1.46% | +1.89% | $31.23B | $306.63M 935.74MTRX | ∞ | |||
9 | MVT MOTHER V... | $2.66 | +3.50% | +3.50% | $26.6B | $1.24M 489.68KMVT |  100% | |||
10 | STETH Lido Sta... | $1774.29 | +0.16% | +12.33% | $16.15B | $2.06M 1.16KSTETH | ∞ | |||
11 | HYPE Hyperliq... | $69.651 | -1.24% | +10.83% | $15.5B | $116.66M 1.68MHYPE |  22.2% | |||
12 | DOGE Dogecoin | $0.07709 | -1.39% | +4.84% | $11.39B | $1.42B 17.11BDOGE | ∞ | |||
13 | USDS USDS Sta... | $1.0005 | -0.02% | -0.06% | $10.14B | $2.99M 2.99MUSDS | ∞ | |||
14 | LEO UNUS SED... | $9.195 | +0.82% | -2.62% | $8.5B | $2.79M 295.47KLEO | ∞ | |||
15 | ZEC Zcash | $464.41 | -1.18% | +20.65% | $7.65B | $228.71M 501.38KZEC | 80% | |||
16 | WBTC Wrapped ... | $62513.1 | -0.34% | +4.42% | $7.3B | $13.28M 211.43WBTC | ∞ | |||
17 | ADA Cardano | $0.1896 | +1.44% | +31.39% | $7.06B | $2.41B 3.12BADA | 82.8% | |||
18 | XLM Stellar | $0.2009 | -3.70% | +17.58% | $6.82B | $328.02M 1.62BXLM | 68% | |||
19 | WBT WhiteBIT... | $56.605 | +0.17% | +17.50% | $6.71B | $55.7M 980.33KWBT | 29.5% | |||
20 | WBETH Wrapped ... | $1952.36 | +0.15% | +12.44% | $6.57B | $1.98M 1.01KWBETH | ∞ | |||
21 | XMR Monero | $327.54 | -1.46% | +5.82% | $6.16B | $81.95M 250.24KXMR | ∞ | |||
22 | LINK ChainLin... | $7.978 | -0.92% | +9.88% | $5.97B | $263.54M 33.06MLINK | 74.8% | |||
23 | GRAM Gram (pr... | $1.769 | -2.22% | +13.47% | $4.78B | $252.42M 143.10MGRAM | ∞ | |||
24 | BCH Bitcoin ... | $237.5 | +2.76% | +23.24% | $4.77B | $1.23B 4.05MBCH | 95.5% | |||
25 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.61B | $28,446.94 28.59KDAI | ∞ | |||
26 | TON Toncoin | $1.67 | +0.00% | +0.00% | $4.51B | $7.77M 4.50MTON | ∞ | |||
27 | WETH wETH | $1773.57 | +0.10% | +12.35% | $4.24B | $25.31M 14.27KWETH | ∞ | |||
28 | LTC Litecoin | $45.14 | +0.28% | +5.05% | $3.49B | $628.15M 6.11MLTC | 92.1% | |||
29 | HBAR Hedera | $0.0755 | +1.26% | +6.02% | $3.2B | $57.65M 765.11MHBAR | 85% | |||
30 | CORA CONSORA | $3.1027 | -0.92% | -0.92% | $3.14B | $1.46M 471.08KCORA | 100% | |||
31 | WEETH Wrapped ... | $1916.4 | +0.00% | +10.49% | $3.13B | $2,400.45 1.24WEETH | ∞ | |||
32 | SUI Sui | $0.7551 | -1.22% | +10.04% | $3.05B | $2.23B 1.90BSUI | 40.5% | |||
33 | AVAX Avalanch... | $6.931 | -0.54% | +9.98% | $2.99B | $418.71M 25.20MAVAX | 60% | |||
34 | USD1 World Li... | $0.9996 | -0.02% | -0.10% | $2.99B | $239.93M 240.04MUSD1 | 100% | |||
35 | PYUSD PayPal U... | $1.0008 | -0.01% | -0.02% | $2.86B | $8.35M 8.35MPYUSD | ∞ | |||
36 | CRO Cronos | $0.0605 | -0.97% | +11.31% | $2.78B | $1.47B 146.50MCRO | 46.1% | |||
37 | NEAR NEAR Pro... | $1.992 | -1.59% | +6.98% | $2.59B | $1.07B 539.91MNEAR | ∞ | |||
38 | SHIB Shiba In... | $0.0{5}4345 | -2.52% | +3.87% | $2.56B | $129.01M 29.58TSHIB | 100% | |||
39 | XAUT Tether G... | $4166.3 | +0.13% | +2.35% | $2.55B | $30.07M 6.36KXAUT | ∞ | |||
40 | TAO Bittenso... | $213.2 | -0.56% | +2.45% | $2.37B | $102.36M 478.09KTAO | 52.8% | |||
41 | DEXE DeXe | $24.589 | +3.98% | +9.95% | $2.06B | $11.49M 497.71KDEXE | ∞ | |||
42 | UNI Uniswap | $3.145 | -3.03% | +7.59% | $1.95B | $355.63M 112.96MUNI | 62.1% | |||
43 | PAXG PAX Gold | $4169.6 | +0.07% | +2.30% | $1.89B | $21.14M 5.07KPAXG | ∞ | |||
44 | M MemeCore | $1.4115 | -3.93% | +104.74% | $1.86B | $11.54M 8.09MM | 13.2% | |||
45 | OKB OKB | $80.07 | -1.78% | +2.82% | $1.68B | $107.76M 1.31MOKB | 100% | |||
46 | WLFI World Li... | $0.05965 | +5.65% | +2.96% | $1.63B | $37.68M 643.18MWLFI | 27.3% | |||
47 | ONDO Ondo | $0.331 | -0.84% | +6.67% | $1.61B | $60.84M 183.76MONDO | 48.7% | |||
48 | HTX HTX DAO | $0.0{5}1766 | -11.72% | +5.73% | $1.61B | $64.1M 37.39THTX | 90.6% | |||
49 | DOT Polkadot | $0.8795 | -0.20% | +9.70% | $1.49B | $62.04M 70.57MDOT | 80.6% | |||
50 | MNT Mantle | $0.4422 | -1.23% | +4.04% | $1.46B | $11.11M 25.01MMNT | 53.1% | |||
51 | WLD Worldcoi... | $0.4112 | -4.02% | -7.60% | $1.44B | $2.15B 5.23BWLD | 35.1% | |||
52 | USDF Falcon U... | $0.9972 | +0.01% | +0.11% | $1.42B | $194,280.06 194.84KUSDF | ∞ | |||
53 | USDD Decentra... | $0.9998 | +0.04% | +0.04% | $1.41B | $764,855.51 765.04KUSDD | ∞ | |||
54 | JLP Jupiter ... | $3.7047 | -0.21% | +8.26% | $1.39B | $2,916.74 786.73JLP | ∞ | |||
55 | AAVE Aave | $89.32 | -0.28% | +0.74% | $1.36B | $765.6M 8.62MAAVE | 94.9% | |||
56 | BFUSD BFUSD | $0.9993 | -0.02% | -0.03% | $1.32B | $361,395.51 361.67KBFUSD | ∞ | |||
57 | BXID BONDXID | $0.1296 | +14.20% | +14.20% | $1.3B | $45,667.58 356.64KBXID | 100% | |||
58 | SKY Sky Prot... | $0.05548 | -3.87% | +11.31% | $1.29B | $12.43M 221.50MSKY | 99.4% | |||
59 | MCS Money Co... | $0.2527 | -0.02% | -0.02% | $1.26B | $3,010.41 11.91KMCS | 100% | |||
60 | PI Pi Netwo... | $0.1138 | -1.90% | -10.33% | $1.24B | $7.59M 65.67MPI | 10.9% | |||
61 | ICP Internet... | $2.201 | -2.01% | +2.51% | $1.22B | $29.48M 13.27MICP | ∞ | |||
62 | BGB Bitget T... | $1.7175 | -0.32% | +4.99% | $1.2B | $22.3M 12.42MBGB | 35% | |||
63 | PEPE Pepe | $0.0{5}2708 | -9.74% | +13.68% | $1.14B | $305.56M 112.89TPEPE | 100% | |||
64 | ETC Ethereum... | $7.128 | -2.89% | +1.35% | $1.12B | $65.82M 9.17METC | 74.3% | |||
65 | ASTER Aster | $0.641 | -0.67% | +3.43% | $1.06B | $26.96M 41.97MASTER | 20.7% | |||
66 | WBNB Wrapped ... | $587.4142 | +2.36% | +5.81% | $1.03B | $4.25M 7.23KWBNB | ∞ | |||
67 | U United S... | $1.0008 | -0.01% | -0.03% | $1.02B | $22.54M 22.53MU | ∞ | |||
68 | KCS KuCoin T... | $7.151 | +0.91% | +6% | $985.86M | $9.18M 1.22MKCS | 68.6% | |||
69 | QNT Quant | $67.29 | -2.03% | +2.40% | $977.68M | $4.05M 59.91KQNT | 99.5% | |||
70 | BEAT Audiera | $2.8785 | -4.81% | +14.52% | $890.76M | $7.83M 2.75MBEAT | 30.9% | |||
71 | NOX Nova X U... | $0.878 | +2.23% | +2.23% | $880.8M | $479,537.92 555.25KNOX | 100% | |||
72 | USDGO USDGO | $1.0011 | -0.01% | -0.02% | $879.18M | $56,699.12 56.64KUSDGO | ∞ | |||
73 | KAS Kaspa | $0.03119 | +0.06% | +12.39% | $854.99M | $8.59M 276.07MKAS | 95.8% | |||
74 | RENDER Render N... | $1.595 | +0.06% | +3.23% | $827.8M | $21.5M 13.40MRENDER | 80.5% | |||
75 | BNSOL Binance ... | $91 | -0.66% | +13.60% | $819.6M | $1.38M 15.16KBNSOL | ∞ | |||
76 | JITOSOL Jito Sta... | $105 | -0.20% | +13.51% | $814.74M | $207,329.42 1.98KJITOSOL | ∞ | |||
77 | ATOM Cosmos | $1.563 | -2.32% | -0.20% | $808.15M | $1.15B 65.38MATOM | ∞ | |||
78 | ALGO Algorand | $0.09034 | -0.32% | +4.91% | $808M | $34.92M 187.77MALGO | 89.5% | |||
79 | JST JUST GOV | $0.09244 | +3.41% | +4.40% | $789.76M | $21.58M 236.22MJST | 86.3% | |||
80 | POL POL (ex-... | $0.07322 | -0.82% | +2.40% | $782.67M | $15.94M 216.99MPOL | ∞ | |||
81 | JUP Jupiter ... | $0.2408 | +2.25% | +12.36% | $763.93M | $14.65M 61.68MJUP | ∞ | |||
82 | NEXO Nexo | $0.765 | -0.98% | +6.88% | $762.97M | $4.32M 5.62MNEXO | 100% | |||
83 | 币安人生 币安人生 | $0.7515 | -1.10% | +4.60% | $749.95M | $37.69M 48.91M币安人生 | 100% | |||
84 | ENA ENA | $0.07838 | -1.55% | +4.13% | $748.41M | $151.59M 1.92BENA | 63.7% | |||
85 | ADI ADI | $5.8003 | +0.80% | +16.96% | $727.29M | $4.57M 788.53KADI | 12.5% | |||
86 | GT Gatechai... | $6.74 | -0.74% | +2.58% | $717.48M | $2.17M 320.90KGT | 74.7% | |||
87 | GFO GoodFund... | $0.06937 | -0.03% | -0.03% | $695.3M | $20,586.69 297.06KGFO | 100% | |||
88 | STABLE Stable | $0.03405 | -1.01% | -8.89% | $693.57M | $11.23M 326.85MSTABLE | ∞ | |||
89 | LBTC Lombard ... | $63500 | +0.79% | +4.09% | $651M | $72.55 0.00LBTC | ∞ | |||
90 | PUMP Pump.fun | $0.001606 | +2.22% | +9.10% | $644.9M | $22.89M 14.64BPUMP | 40.4% | |||
91 | FIL Filecoin | $0.787 | -2.51% | +9.19% | $625.57M | $110.92M 140.84MFIL | ∞ | |||
92 | FLR Flare | $0.007002 | -2.14% | +4.36% | $607.39M | $1.89M 269.73MFLR | ∞ | |||
93 | LIT Lighter | $2.3696 | +7.60% | +34.67% | $592.88M | $32.52M 14.33MLIT | 25% | |||
94 | VVV Venice T... | $0.1749 | +3.28% | +17.35% | $567.69M | $22.13M 1.90MVVV | ∞ | |||
95 | LSETH Liquid S... | $1969.51 | -1.03% | +12.54% | $564.86M | $58.87M 29.90KLSETH | ∞ | |||
96 | XDC XDC Netw... | $0.02834 | -1.77% | +1.90% | $564.45M | $6.57M 230.54MXDC | ∞ | |||
97 | MXN MXN | $0.05523 | -0.24% | -0.10% | $552.5M | $59,096.22 1.07MMXN | 100% | |||
98 | SDG ShineDog... | $0.5112 | -0.01% | -0.01% | $511.2M | $78.02 152.62SDG | 100% | |||
99 | ARB Arbitrum | $0.07858 | -2.01% | +6.52% | $500.8M | $130.41M 1.65BARB | 63.6% | |||
100 | TUSD TrueUSD | $0.999 | -0.03% | -0.03% | $493.75M | $5.38M 5.38MTUSD | ∞ |