持仓
24H爆仓
BTC ETF 7D净流入
ETH ETF 7D净流入
ETH近7天通胀率
加密指数
BlockBeats 消息，7 月 30 日，知名交易员欧阳拽白发文表示：「今日继续接单。」其晒出的交易截图显示，在约 122 美元至 94 美元区间密集挂出 SK 海力士 ADR 阶梯式限价买单。
此前，他曾称年内最大的交易机会已经到来，并开始以不设止损、现货阶梯买入的方式抄底存储概念股。
欧阳拽白长期采用低杠杆趋势交易策略，核心包括「真突破做多」、在市场情绪极端时进行短线应对，以及严格控制仓位，总杠杆通常不超过 2 倍。其交易理念强调通过顺势持有与阶段性抄底实现复利，并将持续留在市场作为首要原则，反对高杠杆及全仓交易。
BlockBeats 消息，7 月 30 日，德国商业银行外汇研究团队指出，在美联储维持利率不变但内部分歧显著暴露之后，美元指数一度下跌，欧元一度走高。美元走软的基调，加上市场对 9 月加息的定价以及长期美债收益率上行，曾共同推动欧美扩大涨幅，反映出市场对美国货币政策预期的转变。该行分析师表示：「三位官员投下反对票，支持加息 25 个基点，凸显出对持续通胀的担忧日益加剧。
市场将这一决定解读为不如反对票所暗示的那般鹰派，推动美国 2 年期国债收益率和美元走低。然而，长期收益率大幅走高，因投资者认为美联储的回应不足以遏制持续的通胀。联邦基金利率期货显示 9 月加息 25 个基点的概率为 63%。市场已将年内累计加息预期从周二的 42 个基点下调至 33 个基点。」(金十)
BlockBeats 消息，7 月 30 日，据 Bitget 数据显示，韩国 KOSPI 指数今日收盘下跌 1.35%，报 5586.81 点。SK 海力士下跌 5.6%，三星电子下跌 0.7%。此外，日经 225 指数收盘上涨 0.71%，报 61867.43 点。
BlockBeats 消息，7 月 30 日，知名交易员 Doctor Profit 发文表示，其 7 月 18 日决定止盈从 12 万美元附近建立的比特币空单，同时保留股票空单。尽管仍预计更广泛市场可能出现下跌，但他已开始通过定投方式买入 BTC 和 ETH。
当前调整主要集中于 AI 板块，多只 AI 股票已大幅下跌，而 BTC 仍在区间内保持稳定，ETH 也表现出较强韧性，标普 500 对 BTC 的影响目前相对有限。虽然现在下结论仍为时过早，但这可能支持其原有判断，即本轮主要调整或集中于 AI 股票，而非 BTC 和 ETH 出现大规模抛售。
Doctor Profit 表示，其股票空单目前包括 MicroStrategy（-64.8%）、Coinbase（-51.8%）、闪迪（-49.4%）、Palantir（-40.6%）、Netflix（-34.3%）、IBM（-32.2%）、微软（-28.2%）和英伟达（-8.6%），带来较大浮盈。苹果（+26.2%）和标普 500（+4%）则对其仓位不利。他补充称，上周已投资 Coinbase，因此当前 Coinbase 空单主要作为对冲，并计划在未来数周逐步平仓并全部止盈。
BlockBeats 消息，7 月 30 日，近期 AI 交易遭遇猛烈降温，从美股到亚洲科技股，高 Beta 资产集体承压。纳指 100 自高位明显回落，多只 AI 基础设施、云计算、电力和半导体链股票出现两位数跌幅；韩国 KOSPI 更是成为本轮抛售的放大器，指数自 6 月中旬高点以来回撤近四成，盘中最大跌幅一度接近 44%。此前被资金追捧的 AI 算力链，正在经历一轮快速去杠杆和估值重估。
在此情况下，此前红极一时的各位「股神」也未能在下跌中顺利自保。据《金融时报》报道，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，并通过投资者沟通和潜在资产出售等方式补充资本。
这场募资迅速成为 AI 交易退潮后的标志性事件。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；随着韩国 KOSPI、纳指 100 以及多只 AI 基础设施股票剧烈波动，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。
类似回撤，也出现在中文投资圈熟悉的「白毛股神」Serenity 身上。Serenity 是活跃在 X 平台的匿名交易者，没有监管文件披露完整持仓，外界无法确认其真实仓位和组合权重。但他此前多次公开讨论自己的 AI 供应链框架，并称组合集中在存储、光子学、机器人、上游半导体等「AI 瓶颈」环节。
Serenity 的爆红，靠的是提前挖掘产业链深处的高弹性标的。他曾点名 SIVE、NBIS、AXTI、CCXI 等方向，覆盖 CPO 光源、InP 材料、AI 云、人形机器人等细分赛道。行情顺风时，这类股票弹性远高于主流科技股，也让 Serenity 在社交平台上迅速封神。
但高弹性资产的反噬同样猛烈。7 月中旬，Serenity 在 X 上自称，近期市场暴跌后，其组合本月最大回撤达到 49.4%。他随后解释称，如果使用 1.4 倍杠杆，而重仓的存储和光子学底层资产平均下跌约 35%，组合回撤接近 49% 并不意外。
资金费率Top
PF_IOTAUSD | 1.7481%4h |
PF_MELANIAUSD | 0.9792%4h |
PF_CTSIUSD | 0.8427%4h |
BNCUSDT | 0.5470%8h |
SKHYNIX-USDT-SWAP | 0.4459%8h |
$1.39M
$3.87M
$4.8M
$7.09M
多空比
BTC | 1.22 | |
ETH | 1.07 | |
SOL | 1.03 | |
XRP | 1.04 | |
DOGE | 0.79 |
全球指数
加密货币大数据
# | 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 | $64048 | -0.62% | -2.64% | $1,285.22B | $20.07B 313.31KBTC |  95.5% | |||
2 | ETH Ethereum | $1905.1 | -0.81% | -1.04% | $229.91B | $39.03B 4.55METH |  ∞ | |||
3 | USDT Tether | $1 | +0.12% | +0.12% | $184B | $764.65M 773.11MUSDT | ∞ | |||
4 | BNB Binance ... | $575.3 | +0.68% | +0.89% | $76.97B | $770.44M 1.35MBNB | 66.6% | |||
5 | USDC USD Coin | $1.0011 | -0.01% | +0.05% | $72.15B | $5.81B 5.80BUSDC | ∞ | |||
6 | XRP Ripple | $1.0787 | -0.87% | -5.09% | $67.45B | $5.34B 3.32BXRP |  62.5% | |||
7 | SOL Solana | $73.64 | -0.61% | -5.06% | $42.71B | $3.24B 26.16MSOL | ∞ | |||
8 | TRX TRON | $0.3271 | +0.31% | -0.65% | $30.97B | $317M 970.82MTRX | ∞ | |||
9 | STETH Lido Sta... | $1905.43 | -0.81% | -1.06% | $17.88B | $2.55M 1.34KSTETH | ∞ | |||
10 | HYPE Hyperliq... | $53.8 | -3.04% | -8.99% | $11.97B | $141.14M 2.60MHYPE |  22.2% | |||
11 | DOGE Dogecoin | $0.06996 | -1.16% | -3.67% | $10.34B | $1.35B 17.81BDOGE | ∞ | |||
12 | USDS USDS Sta... | $1.0011 | -0.02% | +0.05% | $9.71B | $2.74M 2.73MUSDS | ∞ | |||
13 | LEO UNUS SED... | $9.788 | +0.14% | +0.64% | $8.99B | $3.27M 331.64KLEO | ∞ | |||
14 | ZEC Zcash | $472.95 | +1.06% | -8.36% | $7.84B | $236.42M 509.78KZEC | 80% | |||
15 | WBTC Wrapped ... | $63729.8 | -0.71% | -2.75% | $7.44B | $13.91M 217.13WBTC | ∞ | |||
16 | WBETH Wrapped ... | $2101.22 | -0.70% | -0.96% | $7.07B | $4.81M 2.29KWBETH | ∞ | |||
17 | XMR Monero | $355.29 | +1.45% | +0.74% | $6.67B | $90.92M 257.06KXMR | ∞ | |||
18 | WBT WhiteBIT... | $55.784 | -1.26% | -2.63% | $6.61B | $69.42M 1.24MWBT | 29.5% | |||
19 | LINK ChainLin... | $8.295 | -1.66% | -3.34% | $6.2B | $430.19M 51.83MLINK | 74.8% | |||
20 | ADA Cardano | $0.1634 | -0.61% | -6.26% | $6.1B | $280.26M 1.28BADA | 83% | |||
21 | XLM Stellar | $0.1721 | -1.04% | -6.73% | $5.9B | $120.84M 704.69MXLM | 68.5% | |||
22 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.58B | $189,640.96 189.80KDAI | ∞ | |||
23 | WETH wETH | $1903.23 | -0.76% | -1.08% | $4.27B | $37.11M 19.50KWETH | ∞ | |||
24 | BCH Bitcoin ... | $210.8 | -1.55% | -3% | $4.23B | $719.78M 2.49MBCH | 95.6% | |||
25 | GRAM Gram (pr... | $1.419 | +0.35% | -6.16% | $3.89B | $58.16M 40.92MGRAM | ∞ | |||
26 | TON Toncoin | $1.67 | +0.00% | +0.00% | $3.8B | $6.6M 4.03MTON | ∞ | |||
27 | LTC Litecoin | $45.43 | +0.30% | -3.84% | $3.52B | $607.63M 6.67MLTC | 92.2% | |||
28 | USD1 World Li... | $1 | +0.02% | +0.03% | $2.99B | $407.61M 407.68MUSD1 |  100% | |||
29 | HBAR Hedera | $0.06786 | -1.08% | -8.13% | $2.88B | $26.38M 389.92MHBAR | 85% | |||
30 | SUI Sui | $0.6878 | +0.04% | -10.82% | $2.79B | $892.57M 1.30BSUI | 40.5% | |||
31 | AVAX Avalanch... | $6.441 | +0.10% | -2.15% | $2.78B | $198.66M 24.35MAVAX | 60% | |||
32 | SHIB Shiba In... | $0.0{5}4609 | -7.82% | +8.57% | $2.71B | $214.59M 46.27TSHIB | 100% | |||
33 | PYUSD PayPal U... | $1.0009 | -0.04% | +0.05% | $2.69B | $9.38M 9.38MPYUSD | ∞ | |||
34 | CRO Cronos | $0.05472 | -0.51% | -5.14% | $2.59B | $3.29B 162.50MCRO | 47.3% | |||
35 | UNI Uniswap | $3.976 | +3.75% | +3.16% | $2.48B | $2.34B 588.44MUNI | 62.5% | |||
36 | XAUT Tether G... | $4040.1 | +0.15% | -1.82% | $2.48B | $190.43M 46.99KXAUT | ∞ | |||
37 | TAO Bittenso... | $191.8 | -0.99% | -2.15% | $2.14B | $95.19M 496.81KTAO | 53.2% | |||
38 | NEAR NEAR Pro... | $1.631 | +0.92% | -12.97% | $2.12B | $1.73B 1.06BNEAR | ∞ | |||
39 | ONDO Ondo | $0.4079 | +0.66% | +0.51% | $1.99B | $107.77M 270.99MONDO | 48.7% | |||
40 | OKB OKB | $86 | +1.82% | +4.50% | $1.8B | $133.62M 1.57MOKB | 100% | |||
41 | PAXG PAX Gold | $4045.8 | +0.17% | -1.73% | $1.79B | $103.17M 25.46KPAXG | ∞ | |||
42 | HTX HTX DAO | $0.0{5}1783 | -10.85% | -3.12% | $1.61B | $114.6M 64.16THTX | 89.8% | |||
43 | USDD Decentra... | $0.9985 | +0.00% | -0.10% | $1.57B | $115.11M 115.11MUSDD | ∞ | |||
44 | SDG ShineDog... | $2.3 | +35.29% | +99.38% | $1.55B | $12,149.41 6.40KSDG | 100% | |||
45 | WLFI World Li... | $0.05568 | +2.05% | -8.43% | $1.52B | $21.88M 395.29MWLFI | 27.3% | |||
46 | AAVE Aave | $95.75 | -2.75% | -1.73% | $1.48B | $1.33B 13.82MAAVE | 96.4% | |||
47 | USDF Falcon U... | $0.996 | -0.02% | -0.02% | $1.42B | $309,912.79 311.14KUSDF | ∞ | |||
48 | JLP Jupiter ... | $3.5864 | -0.06% | -2.87% | $1.34B | $5,173.61 1.44KJLP | ∞ | |||
49 | SKY Sky Prot... | $0.05675 | -1.92% | -8.97% | $1.33B | $8.65M 150.29MSKY | 99.6% | |||
50 | BFUSD BFUSD | $0.9991 | -0.04% | -0.02% | $1.32B | $3.38M 3.38MBFUSD | ∞ | |||
51 | MNT Mantle | $0.3982 | -1.07% | -4.92% | $1.31B | $14.65M 36.84MMNT | 53.1% | |||
52 | DOT Polkadot | $0.7665 | +0.41% | -6.87% | $1.3B | $79.75M 104.23MDOT | 80.7% | |||
53 | MCS Money Co... | $0.2527 | +0.00% | +0.00% | $1.26B | $0 0.00MCS | 100% | |||
54 | M MemeCore | $0.9502 | -16.38% | -16.57% | $1.26B | $6.41M 6.32MM | 13.3% | |||
55 | RUBX RUBx | $0.01237 | +0.00% | -5.21% | $1.24B | $0 0.00RUBX | 100% | |||
56 | BEAT Audiera | $3.8232 | +6.15% | +41.12% | $1.18B | $14.87M 3.97MBEAT | 30.9% | |||
57 | ICP Internet... | $2.081 | -0.34% | -5.46% | $1.16B | $27.49M 13.27MICP | ∞ | |||
58 | PEPE Pepe | $0.0{5}2739 | -8.70% | -4% | $1.15B | $285.66M 104.35TPEPE | 100% | |||
59 | BGB Bitget T... | $1.6237 | -2.27% | -3.93% | $1.14B | $21.65M 12.37MBGB | 35% | |||
60 | USDGO USDGO | $1.0014 | +0% | +0.06% | $1.11B | $5.43M 5.42MUSDGO | ∞ | |||
61 | U United S... | $1.0009 | +0% | +0.05% | $1.09B | $51.89M 51.86MU | ∞ | |||
62 | WLD Worldcoi... | $0.3044 | +0.06% | -20.26% | $1.09B | $1.33B 4.37BWLD | 35.7% | |||
63 | ETC Ethereum... | $6.764 | +0.53% | -2.67% | $1.07B | $67.8M 10.10METC | 74.8% | |||
64 | WBNB Wrapped ... | $573.9698 | +0.68% | +0.68% | $1.01B | $4.08M 7.11KWBNB | ∞ | |||
65 | ASTER Aster | $0.6003 | -0.44% | -3.80% | $994.89M | $76.18M 126.93MASTER | 20.7% | |||
66 | PI Pi Netwo... | $0.08323 | +5.64% | -9.50% | $911.13M | $11.96M 149.62MPI | 11% | |||
67 | KCS KuCoin T... | $6.61 | -2.43% | -1.14% | $909.35M | $11.06M 1.56MKCS | 68.6% | |||
68 | QNT Quant | $61.18 | +1.59% | -4.20% | $887.28M | $4.65M 76.42KQNT | 99.5% | |||
69 | JST JUST GOV | $0.09846 | -1.84% | -3.93% | $805.98M | $23.83M 239.90MJST | 82.7% | |||
70 | POL POL (ex-... | $0.07169 | +0.32% | -9.24% | $766.02M | $18.92M 263.27MPOL | ∞ | |||
71 | KAS Kaspa | $0.02761 | -1.08% | -1.89% | $758.65M | $4.97M 179.84MKAS | 95.8% | |||
72 | PUMP Pump.fun | $0.001897 | +1.28% | -0.63% | $753.85M | $42.86M 22.73BPUMP | 39.7% | |||
73 | ENA ENA | $0.07843 | -3.83% | -14.09% | $749.99M | $146.02M 1.84BENA | 63.7% | |||
74 | BNSOL Binance ... | $82.7 | -0.84% | -5.17% | $747.93M | $493,856.09 5.97KBNSOL | ∞ | |||
75 | NEXO Nexo | $0.7351 | +1.03% | -1.07% | $732.48M | $3.57M 4.89MNEXO | 100% | |||
76 | JITOSOL Jito Sta... | $95.31 | -0.28% | -4.75% | $732.26M | $419,573.71 4.41KJITOSOL | ∞ | |||
77 | RENDER Render N... | $1.394 | -0.43% | -7.81% | $723.15M | $15.35M 11.00MRENDER | 80.5% | |||
78 | STABLE Stable | $0.03449 | -4.33% | -12.25% | $703.38M | $9.03M 254.16MSTABLE | ∞ | |||
79 | ALGO Algorand | $0.07752 | -2.21% | -8.24% | $695.52M | $126.29M 172.35MALGO | 89.7% | |||
80 | GT Gatechai... | $6.55 | +0.46% | -2.24% | $695.38M | $2.57M 392.76KGT | 74.7% | |||
81 | ATOM Cosmos | $1.283 | -0.55% | -12.25% | $670.67M | $206.13M 115.02MATOM | ∞ | |||
82 | GFO GoodFund... | $0.06722 | +0.05% | -1.36% | $670.4M | $18,882.48 281.16KGFO | 100% | |||
83 | LBTC Lombard ... | $63000 | +0.00% | +0.00% | $645.88M | $0 0.00LBTC | ∞ | |||
84 | 币安人生 币安人生 | $0.6282 | -1.62% | -0.16% | $628.22M | $10.6M 16.87M币安人生 | 100% | |||
85 | JUP Jupiter ... | $0.1954 | +0.92% | +1.71% | $618.04M | $12.84M 65.98MJUP | ∞ | |||
86 | LSETH Liquid S... | $2145.53 | +0.43% | -2.62% | $615.24M | $6.51M 3.07KLSETH | ∞ | |||
87 | VVV Venice T... | $0.08813 | +16.17% | -18.83% | $573.5M | $11.4M 932.43KVVV | ∞ | |||
88 | FIL Filecoin | $0.6806 | -2.02% | -8.37% | $551.67M | $138.7M 203.68MFIL | ∞ | |||
89 | FLR Flare | $0.00634 | +0.76% | -3.56% | $550.61M | $2.03M 323.00MFLR | ∞ | |||
90 | MXN MXN | $0.05503 | +0.23% | +1.25% | $549.1M | $65,765.01 1.20MMXN | 100% | |||
91 | LIT Lighter | $2.1776 | -5.68% | -3.74% | $545.21M | $46.51M 21.00MLIT | 25% | |||
92 | XDC XDC Netw... | $0.02721 | +0.03% | -4.13% | $543.12M | $7.58M 278.80MXDC | ∞ | |||
93 | ARB Arbitrum | $0.07892 | +1.01% | -11.57% | $521.86M | $171.24M 2.17BARB | 66.1% | |||
94 | TUSD TrueUSD | $0.9967 | -0.07% | -0.08% | $492.82M | $6.59M 6.61MTUSD | ∞ | |||
95 | METH Mantle S... | $2088.91 | -0.24% | -0.83% | $484.84M | $151,837.73 72.69METH | ∞ | |||
96 | INJ Injectiv... | $4.773 | +5.99% | -7.61% | $476.86M | $41.18M 8.89MINJ | ∞ | |||
97 | CAKE PancakeS... | $1.3845 | -0.13% | -0.79% | $446.1M | $11.1M 8.03MCAKE | 80.6% | |||
98 | ETHFI ether.fi... | $0.4066 | +0.86% | -11.63% | $396.13M | $15.24M 37.73METHFI | 97.3% | |||
99 | VET VeChain | $0.004552 | +0.99% | -5.94% | $390.8M | $5.78M 1.28BVET | 99.2% | |||
100 | DASH Dash | $30.08 | -2.06% | -10.91% | $384.08M | $47.04M 1.57MDASH | 67.7% |