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 |
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% |





















$1.39M




$7.09M





