持仓
68.74B-0.85%
24H爆仓
192.29M-17.75%
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
$2.18T
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
58.71%
-0.10%
10.67%
1.05%
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 | 0.8426%8h |
SKHYNIX-USDT-SWAP | 0.6114%8h |
LRC_USDT_SWAP | 0.3750%8h |
SKHYNIXUSDT | 0.3540%4h |
$4.11M
$3.97M
$8.17M
多空比
BTC | 0.84 | |
ETH | 1.09 | |
SOL | 1.22 | |
XRP | 1.02 | |
DOGE | 0.77 |
全球指数
美元指数(DXY)
$100.91
0.09%
伦敦金(XAU)
$4,043.54
-0.57%
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 | $63998.4 | +0.05% | -2.46% | $1,282.34B | $20.14B 314.39KBTC |  95.5% | |||
2 | ETH Ethereum | $1903.2 | -0.33% | -0.85% | $233.01B | $38.79B 4.57METH |  ∞ | |||
3 | USDT Tether | $1 | +0.13% | +0.13% | $183.82B | $783.91M 793.92MUSDT | ∞ | |||
4 | BNB Binance ... | $572.5 | +0.56% | +0.50% | $76.55B | $769.08M 1.35MBNB | 66.6% | |||
5 | USDC USD Coin | $1.0011 | -0.01% | +0.04% | $72.19B | $5.91B 5.90BUSDC | ∞ | |||
6 | XRP Ripple | $1.0745 | -0.58% | -5.42% | $67.13B | $5.51B 3.35BXRP |  62.5% | |||
7 | SOL Solana | $73.59 | +0.08% | -5.09% | $42.6B | $3.23B 26.01MSOL | ∞ | |||
8 | TRX TRON | $0.3261 | +0.22% | -0.83% | $30.89B | $313.21M 960.10MTRX | ∞ | |||
9 | STETH Lido Sta... | $1902.53 | -0.15% | -0.85% | $17.84B | $2.5M 1.31KSTETH | ∞ | |||
10 | WBT WhiteBIT... | $55.869 | +0.05% | -2.25% | $16.44B | $69.81M 1.24MWBT | 73.5% | |||
11 | HYPE Hyperliq... | $53.743 | -1.25% | -9.09% | $11.95B | $141.01M 2.60MHYPE |  22.2% | |||
12 | DOGE Dogecoin | $0.06993 | -0.98% | -3.60% | $10.3B | $1.35B 17.86BDOGE | ∞ | |||
13 | USDS USDS Sta... | $1.0012 | +0% | +0.07% | $9.41B | $2.74M 2.74MUSDS | ∞ | |||
14 | LEO UNUS SED... | $9.788 | +0.02% | +0.76% | $9B | $3.2M 324.51KLEO | ∞ | |||
15 | ZEC Zcash | $472.28 | +1.87% | -7.76% | $7.82B | $225.45M 486.95KZEC | 79.9% | |||
16 | WBTC Wrapped ... | $63729.8 | -0.11% | -3.37% | $7.43B | $14.68M 229.18WBTC | ∞ | |||
17 | WBETH Wrapped ... | $2097.71 | +0.08% | -0.75% | $7.05B | $2.33M 1.11KWBETH | ∞ | |||
18 | XMR Monero | $353.14 | +1.88% | +0.67% | $6.64B | $93.6M 265.76KXMR | ∞ | |||
19 | LINK ChainLin... | $8.287 | -1.15% | -3.42% | $6.2B | $417.66M 50.37MLINK | 74.8% | |||
20 | ADA Cardano | $0.162 | -0.86% | -7.17% | $6.03B | $293.72M 1.27BADA | 83% | |||
21 | XLM Stellar | $0.1716 | -1.28% | -7.04% | $5.87B | $118.86M 694.36MXLM | 68.5% | |||
22 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.59B | $187,098.57 187.25KDAI | ∞ | |||
23 | WETH wETH | $1900.31 | -0.13% | -0.96% | $4.28B | $29.35M 15.46KWETH | ∞ | |||
24 | BCH Bitcoin ... | $210.6 | -1.18% | -3.27% | $4.22B | $698.88M 2.46MBCH | 95.6% | |||
25 | GRAM Gram (pr... | $1.409 | -0.36% | -6.51% | $3.86B | $62.5M 44.06MGRAM | ∞ | |||
26 | TON Toncoin | $1.67 | +0.00% | +0.00% | $3.78B | $6.67M 4.07MTON | ∞ | |||
27 | LTC Litecoin | $45.42 | +0.44% | -3.76% | $3.52B | $808.48M 6.94MLTC | 92.2% | |||
28 | USD1 World Li... | $1 | +0.02% | +0.03% | $2.99B | $418.26M 418.34MUSD1 |  100% | |||
29 | HBAR Hedera | $0.06789 | -1.07% | -7.30% | $2.88B | $25.94M 383.32MHBAR | 85% | |||
30 | AVAX Avalanch... | $6.448 | +0.42% | -1.52% | $2.78B | $200.33M 24.79MAVAX | 60% | |||
31 | SUI Sui | $0.6851 | +0.04% | -10.45% | $2.77B | $887.14M 1.29BSUI | 40.5% | |||
32 | PYUSD PayPal U... | $1.0008 | -0.03% | +0.04% | $2.71B | $9.38M 9.38MPYUSD | ∞ | |||
33 | SHIB Shiba In... | $0.0{5}4606 | -0.16% | +8.99% | $2.71B | $213.3M 46.02TSHIB | 100% | |||
34 | CRO Cronos | $0.05446 | -0.77% | -5.69% | $2.57B | $3.38B 162.27MCRO | 47.3% | |||
35 | UNI Uniswap | $3.987 | +4.28% | +4.56% | $2.48B | $2.31B 580.37MUNI | 62.5% | |||
36 | XAUT Tether G... | $4042.5 | +0.48% | -1.81% | $2.47B | $2.28B 43.89KXAUT | ∞ | |||
37 | TAO Bittenso... | $191.3 | -0.47% | -1.90% | $2.14B | $92.93M 490.25KTAO | 53.2% | |||
38 | NEAR NEAR Pro... | $1.628 | +0.68% | -12.67% | $2.12B | $1.75B 1.08BNEAR | ∞ | |||
39 | ONDO Ondo | $0.4034 | +0.64% | -1.21% | $1.96B | $107.07M 269.96MONDO | 48.7% | |||
40 | OKB OKB | $85.67 | +1.68% | +4.37% | $1.8B | $129.52M 1.52MOKB | 100% | |||
41 | PAXG PAX Gold | $4044.4 | +0.50% | -1.75% | $1.79B | $90.37M 22.55KPAXG | ∞ | |||
42 | HTX HTX DAO | $0.00000178 | -10.98% | -3.49% | $1.61B | $107.94M 60.45THTX | 89.8% | |||
43 | USDD Decentra... | $0.9985 | -0.02% | -0.10% | $1.57B | $116.68M 116.68MUSDD | ∞ | |||
44 | SDG ShineDog... | $1.55 | +9.15% | +34.37% | $1.55B | $12,960.65 6.71KSDG | 100% | |||
45 | WLFI World Li... | $0.05614 | +3.44% | +0.86% | $1.53B | $22.27M 402.33MWLFI | 27.3% | |||
46 | AAVE Aave | $95.9 | -2.63% | -1.02% | $1.48B | $1.28B 13.32MAAVE | 96.4% | |||
47 | M MemeCore | $1.0963 | -2.45% | -3.11% | $1.46B | $6.55M 5.90MM | 13.3% | |||
48 | USDF Falcon U... | $0.9961 | +0.01% | +0.01% | $1.42B | $309,524.96 310.75KUSDF | ∞ | |||
49 | JLP Jupiter ... | $3.5869 | +0.31% | -2.89% | $1.34B | $5,315.13 1.48KJLP | ∞ | |||
50 | SKY Sky Prot... | $0.05712 | +0.08% | -8.63% | $1.33B | $9.1M 157.81MSKY | 99.6% | |||
51 | BFUSD BFUSD | $0.9991 | -0.04% | -0.04% | $1.32B | $3.39M 3.39MBFUSD | ∞ | |||
52 | MNT Mantle | $0.396 | -0.81% | -5.27% | $1.3B | $12.75M 32.11MMNT | 53.1% | |||
53 | DOT Polkadot | $0.7636 | +0.13% | -7.40% | $1.29B | $78.28M 102.59MDOT | 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... | $2.078 | -0.15% | -5.25% | $1.15B | $27.7M 13.38MICP | ∞ | |||
57 | PEPE Pepe | $0.00000274 | -0.37% | -3.83% | $1.15B | $290.95M 106.38TPEPE | 100% | |||
58 | BGB Bitget T... | $1.6212 | -2.42% | -4.14% | $1.13B | $21.06M 12.00MBGB | 35% | |||
59 | BEAT Audiera | $3.6535 | +2.48% | +37.52% | $1.13B | $15.08M 4.05MBEAT | 30.9% | |||
60 | USDGO USDGO | $1.0014 | +0% | +0.06% | $1.11B | $5M 5.00MUSDGO | ∞ | |||
61 | U United S... | $1.0008 | -0.01% | +0.03% | $1.09B | $59.13M 59.10MU | ∞ | |||
62 | WLD Worldcoi... | $0.3036 | +0.36% | -20.11% | $1.08B | $1.36B 4.47BWLD | 35.7% | |||
63 | ETC Ethereum... | $6.732 | +0.80% | -2.75% | $1.06B | $68.65M 10.28METC | 74.8% | |||
64 | WBNB Wrapped ... | $572.3933 | +0.97% | +0.27% | $1.01B | $4.07M 7.12KWBNB | ∞ | |||
65 | ASTER Aster | $0.5995 | -0.42% | -3.78% | $993.47M | $79.36M 132.27MASTER | 20.7% | |||
66 | KCS KuCoin T... | $6.631 | -0.93% | -0.38% | $909.88M | $10.77M 1.52MKCS | 68.6% | |||
67 | PI Pi Netwo... | $0.08182 | +2.50% | -11.46% | $895.74M | $11.72M 147.00MPI | 10.9% | |||
68 | QNT Quant | $60.9 | +1.19% | -4.21% | $885.66M | $4.47M 73.63KQNT | 99.5% | |||
69 | JST JUST GOV | $0.09936 | -0.83% | -2.66% | $812.19M | $23.92M 240.47MJST | 82.7% | |||
70 | POL POL (ex-... | $0.0719 | +1.03% | -8.75% | $768.38M | $18.26M 254.98MPOL | ∞ | |||
71 | KAS Kaspa | $0.0275 | -0.91% | -2% | $759.04M | $4.83M 174.91MKAS | 96.2% | |||
72 | PUMP Pump.fun | $0.001897 | +1.38% | -0.32% | $759.02M | $42.69M 22.66BPUMP | 39.7% | |||
73 | BNSOL Binance ... | $82.6 | +0.12% | -5.17% | $746.07M | $650,479.66 7.85KBNSOL | ∞ | |||
74 | ENA ENA | $0.07784 | -4.51% | -15.02% | $741.79M | $152.96M 1.93BENA | 63.7% | |||
75 | NEXO Nexo | $0.7349 | +1.42% | -2.63% | $732.21M | $3.3M 4.53MNEXO | 100% | |||
76 | JITOSOL Jito Sta... | $95.4 | +0.51% | -4.66% | $730.47M | $445,210.22 4.69KJITOSOL | ∞ | |||
77 | RENDER Render N... | $1.389 | -0.44% | -7.96% | $720.09M | $15.64M 11.21MRENDER | 80.5% | |||
78 | STABLE Stable | $0.03481 | -2.42% | -7.61% | $710.65M | $9.14M 256.33MSTABLE | ∞ | |||
79 | GT Gatechai... | $6.55 | +0.15% | -1.95% | $695.96M | $2.57M 391.37KGT | 74.7% | |||
80 | ALGO Algorand | $0.07745 | -1.82% | -8.42% | $694.86M | $124.8M 154.91MALGO | 89.7% | |||
81 | GFO GoodFund... | $0.06707 | -0.32% | -1.63% | $671.7M | $19,330.13 287.70KGFO | 100% | |||
82 | ATOM Cosmos | $1.274 | -1.55% | -12.44% | $663.72M | $214.78M 121.55MATOM | ∞ | |||
83 | LBTC Lombard ... | $63000 | +0.00% | +0.00% | $645.88M | $0 0.00LBTC | ∞ | |||
84 | 币安人生 币安人生 | $0.6214 | -3.24% | +0.81% | $622.23M | $10.2M 16.29M币安人生 | 100% | |||
85 | JUP Jupiter ... | $0.1958 | +2.03% | +3.05% | $618.81M | $12.05M 62.00MJUP | ∞ | |||
86 | LSETH Liquid S... | $2122.21 | -1.18% | -6.39% | $608.56M | $6.53M 3.08KLSETH | ∞ | |||
87 | VVV Venice T... | $0.08843 | +12.90% | -19.52% | $576.42M | $11.24M 917.40KVVV | ∞ | |||
88 | LIT Lighter | $2.2182 | -4.11% | -3.71% | $553.28M | $46.95M 21.08MLIT | 25% | |||
89 | MXN MXN | $0.05509 | +0.93% | +0.89% | $550.8M | $66,664.2 1.21MMXN | 100% | |||
90 | FIL Filecoin | $0.679 | -2.14% | -8.88% | $549.19M | $139.56M 205.40MFIL | ∞ | |||
91 | FLR Flare | $0.006315 | +0.55% | -4.27% | $548.98M | $2M 317.51MFLR | ∞ | |||
92 | XDC XDC Netw... | $0.02728 | +0.51% | -3.95% | $542.93M | $7.74M 285.05MXDC | ∞ | |||
93 | ARB Arbitrum | $0.07904 | +1.60% | -11.47% | $522.23M | $168.85M 2.14BARB | 66.1% | |||
94 | TUSD TrueUSD | $0.9968 | -0.04% | -0.07% | $492.83M | $6.62M 6.65MTUSD | ∞ | |||
95 | METH Mantle S... | $2088.05 | +0.38% | -0.70% | $484.65M | $151,500.76 72.52METH | ∞ | |||
96 | INJ Injectiv... | $4.675 | +3.63% | -8.57% | $465.56M | $36.14M 7.86MINJ | ∞ | |||
97 | CAKE PancakeS... | $1.3852 | +0.27% | -0.65% | $445.75M | $9.66M 6.99MCAKE | 80.6% | |||
98 | ETHFI ether.fi... | $0.4032 | +0.74% | -11.62% | $391.79M | $17.62M 43.68METHFI | 97.3% | |||
99 | VET VeChain | $0.004513 | +0.78% | -7.03% | $387.61M | $5.73M 1.27BVET | 99.2% | |||
100 | DASH Dash | $29.76 | -2.94% | -11.14% | $380.25M | $30.18M 1.01MDASH | 67.7% |