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,8 月 18 日,随着比特币价格下跌及挖矿收益率持续承压,转向 AI 和高性能计算(AI/HPC)的比特币矿企正获得更高估值和更稳定的收入预期。
过去一年,TerraWulf(WULF)、IREN 和 Cipher Digital(CIFR)股价均上涨超过一倍,而较晚转向 AI 的 MARA Holdings(MARA)同期下跌约 40%。目前比特币挖矿哈希价格已从去年 7 月的每 PH/s 约 63 美元降至约 31.8 美元,导致越来越多矿企关停设备,比特币网络算力也从 1.14 ZH/s 降至约 900 EH/s,降幅约 21%。
CoinShares 数据显示,截至 2026 年第一季度,拥有 AI/HPC 合约的矿企平均企业价值倍数约为 12.3 倍,而纯比特币矿企仅为 5.9 倍;同期全行业累计签署的 AI/HPC 合约规模已达约 700 亿美元。
近期矿企 AI 转型进一步提速。Riot Platforms 上周与 Anthropic 签署 20 年期租赁协议,合同价值约 91 亿美元。市场认为,矿企真正稀缺的资产并非比特币本身,而是低成本电力、数据中心基础设施以及大规模算力运营能力,这些资源可转用于 AI 等高增长计算业务。
不过,纯比特币挖矿仍存在复苏空间。CoinShares 估计,若比特币价格重返去年 10 月约 12.6 万美元的历史高点,哈希价格可能回升至约 59 美元/PH/s,矿企盈利能力有望明显改善。
BlockBeats 消息,8 月 18 日,预测市场平台 Kalshi 向美国商品期货交易委员会(CFTC)提交监管文件,申请推出与股票指数挂钩的永续期货,进一步从预测市场向传统金融衍生品领域扩张。
文件显示,Kalshi 拟推出的「US500」永续期货将追踪 MerQube 美国大盘股指数,该指数覆盖美国上市的 500 家大型企业。永续期货没有到期日,交易者无需持有标的资产,合约通过资金费率机制持续跟踪标的价格。
今年 5 月底,Kalshi 已获得推出加密货币永续期货的批准,并于 6 月正式上线。公司随后又申请推出黄金、白银等贵金属永续期货,此次进一步申请铜及股票指数永续期货。
Kalshi 表示,2025 年全球永续期货交易量超过 90 万亿美元,其自身产品上线一周后名义交易量便突破 10 亿美元。
Kalshi 进军永续期货曾引发传统交易所担忧。CME Group 和 Cboe Global Markets 股价此前因美国批准本土永续期货而承压,CME 甚至就相关监管批准向联邦法院提起诉讼。截至发文时,CME 上涨约 1.26%,Cboe 上涨约 0.12%。
BlockBeats 消息,8 月 18 日,美国银行(BofA)认为,闪迪近期公布的长期增长目标可能为美光(MU)的估值重塑提供参考,并重申对美光的「买入」评级,目标价维持 1550 美元,较报告采用的 963 美元股价高约 61%。
闪迪在投资者日预计,未来销售额年均增长近 15%,到 2030 财年毛利率将提升至 80% 以上。BofA 认为,如果美光也能在 AI 驱动的 HBM 需求及供应纪律推动下维持类似的增长和利润率,其业务可能不应再被完全视为传统周期性存储业务。
BofA 预计,美光 FY30 每股收益可能达到 200 至 250 美元,若给予 AI 相关 HBM 业务更高估值,其盈利和估值空间将进一步打开。该行同时预计,随着存储行业盈利能力增强,美光未来可能获得 12 至 15 倍市盈率,而不再被市场单纯按照传统存储周期股定价。
现金流方面,BofA 预计美光在 2026 年 12 月 9 日 CHIPS 法案相关限制到期后,可能加大股票回购力度。该行预计届时美光过去 12 个月自由现金流可能超过 800 亿美元,理论上足以每年回购接近其市值 10% 的股票,从而通过减少股本进一步推动 EPS 增长。
BofA 认为,美光后续需要关注三大因素:高毛利率能否持续、管理层能否严格执行资本回报计划,以及 HBM 需求和价格走势。
资金费率Top
PF_RAREUSD | 2.0131%4h |
PF_CSPRUSD | 0.5898%4h |
BNCUSDT | 0.4326%8h |
PF_CHFUSD | 0.4038%4h |
IOST_USDT_SWAP | 0.3250%8h |
多空比
BTC | 1.14 | |
ETH | 1.05 | |
SOL | 1.09 | |
XRP | 0.85 | |
DOGE | 0.84 |
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 | $64803.4 | +1.42% | +0.91% | $1,299.75B | $17.53B 272.14KBTC | ![]() 95.6% | |||
2 | ETH Ethereum | $1916.19 | +0.37% | +1.34% | $230.8B | $24.38B 3.69METH | ![]() ∞ | |||
3 | USDT Tether | $1 | +0.11% | +0.11% | $182.62B | $552.48M 557.29MUSDT | ![]() ∞ | |||
4 | BNB Binance ... | $603.5 | -0.63% | -1.39% | $80.45B | $822.8M 1.36MBNB | ![]() 66.6% | |||
5 | USDC USD Coin | $1.0008 | -0.02% | +0% | $71.87B | $4.96B 4.96BUSDC | ![]() ∞ | |||
6 | XRP Ripple | $1.0039 | -0.06% | -0.50% | $62.86B | $1.71B 1.48BXRP | ![]() 62.7% | |||
7 | SOL Solana | $76.99 | +1.32% | +1.23% | $44.86B | $1.96B 22.45MSOL | ![]() ∞ | |||
8 | ALPHA AlphaRad... | $4.1979 | -59.86% | -15.55% | $43.7B | $4.34M 833.70KALPHA | ![]() 100% | |||
9 | TRX TRON | $0.3326 | +0.28% | -0.97% | $31.44B | $297.97M 897.76MTRX | ![]() ∞ | |||
10 | STETH Lido Sta... | $1914.71 | +0.80% | +1.23% | $18.16B | $1.49M 786.00STETH | ![]() ∞ | |||
11 | GDT Golden D... | $0.1501 | -1.25% | -6.05% | $15.01B | $12,804.06 85.30KGDT | ![]() 100% | |||
12 | HYPE Hyperliq... | $59.481 | +0.20% | +8.58% | $13.23B | $83.61M 1.41MHYPE | ![]() 22.2% | |||
13 | DOGE Dogecoin | $0.07027 | -0.18% | -0.92% | $10.37B | $1.29B 17.80BDOGE | ![]() ∞ | |||
14 | USDS USDS Sta... | $1.001 | +0% | +0% | $9.79B | $6.54M 6.54MUSDS | ![]() ∞ | |||
15 | LEO UNUS SED... | $9.453 | -0.12% | +0.56% | $8.72B | $2.14M 228.74KLEO | ![]() ∞ | |||
16 | ZEC Zcash | $510.3 | -0.82% | +5.03% | $8.47B | $205.56M 409.20KZEC | ![]() 80.4% | |||
17 | XMR Monero | $414.89 | +0.35% | +5.90% | $7.79B | $77.35M 186.53KXMR | ![]() ∞ | |||
18 | WBTC Wrapped ... | $64890.9 | +1.60% | +0.87% | $7.52B | $18.7M 288.97WBTC | ![]() ∞ | |||
19 | WBETH Wrapped ... | $2117.92 | +0.44% | +1.64% | $7.12B | $4.06M 1.92KWBETH | ![]() ∞ | |||
20 | LINK ChainLin... | $9.51 | -0.28% | +9.85% | $7.11B | $529.81M 55.84MLINK | ![]() 74.8% | |||
21 | WBT WhiteBIT... | $55.621 | +1.22% | -0.28% | $6.59B | $30.37M 545.21KWBT | ![]() 29.5% | |||
22 | ADA Cardano | $0.1754 | +0.40% | -6.11% | $6.57B | $271.86M 772.75MADA | ![]() 83.3% | |||
23 | XLM Stellar | $0.1552 | -1.98% | -3.65% | $5.35B | $124.94M 809.91MXLM | ![]() 69.1% | |||
24 | SDG ShineDog... | $5 | +16.27% | +177.77% | $5B | $12,150.25 2.48KSDG | ![]() 100% | |||
25 | DAI Multi-co... | $0.9853 | +0.00% | +0.00% | $4.57B | $84,643.98 84.78KDAI | ![]() ∞ | |||
26 | TON Toncoin | $1.67 | +0.00% | +0.00% | $4.26B | $6.18M 3.77MTON | ![]() ∞ | |||
27 | WETH wETH | $1913.96 | +0.39% | +1.34% | $4.23B | $54.67M 28.59KWETH | ![]() ∞ | |||
28 | BCH Bitcoin ... | $204.4 | -0.10% | -4.18% | $4.1B | $294.69M 1.37MBCH | ![]() 95.6% | |||
29 | GRAM Gram (pr... | $1.315 | -1.13% | -2.02% | $3.61B | $23.14M 17.06MGRAM | ![]() ∞ | |||
30 | LTC Litecoin | $44.39 | -0.25% | -1.51% | $3.44B | $281.79M 5.12MLTC | ![]() 92.3% | |||
31 | USD1 World Li... | $0.9999 | -0.02% | -0.04% | $2.99B | $236.82M 236.89MUSD1 | ![]() 100% | |||
32 | HBAR Hedera | $0.06607 | +0.24% | -1.25% | $2.81B | $19.84M 303.67MHBAR | ![]() 85% | |||
33 | PYUSD PayPal U... | $1.0008 | +0.02% | +0.02% | $2.76B | $7.15M 7.15MPYUSD | ![]() ∞ | |||
34 | AVAX Avalanch... | $6.369 | +0.71% | -0.89% | $2.75B | $201.6M 25.94MAVAX | ![]() 60% | |||
35 | SUI Sui | $0.656 | -3.09% | -4.52% | $2.67B | $826.92M 1.23BSUI | ![]() 40.7% | |||
36 | XAUT Tether G... | $4345.1 | -1.18% | -0.58% | $2.66B | $698.95M 28.42KXAUT | ![]() ∞ | |||
37 | SHIB Shiba In... | $0.0{5}4435 | +10.87% | -1.45% | $2.61B | $115.73M 26.17TSHIB | ![]() 100% | |||
38 | OAI OMNI Age... | $0.748 | -41.25% | -41.25% | $2.44B | $1.98M 1.78MOAI | ![]() 100% | |||
39 | CRO Cronos | $0.0466 | -1.65% | -0.94% | $2.26B | $3.57B 140.83MCRO | ![]() 48.5% | |||
40 | TAO Bittenso... | $192 | -2.64% | -5.28% | $2.16B | $77.39M 403.66KTAO | ![]() 53.6% | |||
41 | NEAR NEAR Pro... | $1.639 | -0.13% | +3.34% | $2.13B | $833.89M 509.54MNEAR | ![]() ∞ | |||
42 | OKB OKB | $98.7 | -5.11% | +3.04% | $2.07B | $70.02M 706.50KOKB | ![]() 100% | |||
43 | UNI Uniswap | $3.277 | -0.73% | -14.87% | $2.04B | $603.03M 184.09MUNI | ![]() 62.4% | |||
44 | PAXG PAX Gold | $4358 | -1.41% | -0.73% | $1.9B | $77.81M 17.84KPAXG | ![]() ∞ | |||
45 | WLFI World Li... | $0.0605 | +0.19% | +9.32% | $1.65B | $17.09M 284.17MWLFI | ![]() 27.3% | |||
46 | ONDO Ondo | $0.3326 | -1.95% | -1.89% | $1.62B | $43.34M 132.93MONDO | ![]() 48.7% | |||
47 | HTX HTX DAO | $0.00000175 | -12.50% | -3.99% | $1.57B | $50.79M 28.76THTX | ![]() 89.8% | |||
48 | USDD Decentra... | $0.9996 | -0.02% | -0.02% | $1.54B | $48.05M 48.05MUSDD | ![]() ∞ | |||
49 | M MemeCore | $1.1369 | -0.76% | +4% | $1.52B | $4.66M 4.11MM | ![]() 13.4% | |||
50 | MNT Mantle | $0.4365 | -1.89% | -2.94% | $1.44B | $5.55M 12.71MMNT | ![]() 53.1% | |||
51 | AAVE Aave | $89.47 | +1.68% | +0.47% | $1.38B | $762.94M 8.61MAAVE | ![]() 96.4% | |||
52 | JLP Jupiter ... | $3.6694 | +1.18% | +0.83% | $1.37B | $3,105.48 850.48JLP | ![]() ∞ | |||
53 | RIPPLEAI Ripple A... | $0.4552 | +9.62% | +9.62% | $1.37B | $104,211.03 240.41KRIPPLEAI | ![]() 100% | |||
54 | USDF Falcon U... | $0.996 | -0.02% | -0.02% | $1.34B | $125,549.41 126.05KUSDF | ![]() ∞ | |||
55 | BFUSD BFUSD | $0.9995 | +0.01% | -0.02% | $1.32B | $88,799.38 88.84KBFUSD | ![]() ∞ | |||
56 | SKY Sky Prot... | $0.05486 | +3.04% | +3.62% | $1.28B | $9.67M 178.49MSKY | ![]() 99.9% | |||
57 | DOT Polkadot | $0.7497 | -0.94% | -5.63% | $1.27B | $56.63M 76.01MDOT | ![]() 80.9% | |||
58 | MCS Money Co... | $0.2527 | +0.00% | +0.00% | $1.26B | $0 0.00MCS | ![]() 100% | |||
59 | U United S... | $1.0002 | -0.02% | +0% | $1.25B | $35.1M 35.09MU | ![]() ∞ | |||
60 | RUBX RUBx | $0.01237 | +0.00% | +0.00% | $1.24B | $0 0.00RUBX | ![]() 100% | |||
61 | ICP Internet... | $2.223 | -1.90% | -2.97% | $1.24B | $26.78M 11.92MICP | ![]() ∞ | |||
62 | USDGO USDGO | $1.0009 | -0.02% | +0% | $1.19B | $2.09M 2.09MUSDGO | ![]() ∞ | |||
63 | WLD Worldcoi... | $0.3262 | -8.84% | -0.98% | $1.17B | $2.26B 6.92BWLD | ![]() 36% | |||
64 | BGB Bitget T... | $1.671 | +0.43% | +1.74% | $1.17B | $8.8M 5.27MBGB | ![]() 35% | |||
65 | PUMP Pump.fun | $0.002832 | -2.92% | +4% | $1.11B | $31.64M 11.25BPUMP | ![]() 39.1% | |||
66 | PEPE Pepe | $0.0{5}2597 | -13.44% | -8.98% | $1.09B | $231.08M 89.11TPEPE | ![]() 100% | |||
67 | WBNB Wrapped ... | $602.13 | -0.60% | -1.33% | $1.07B | $4.18M 6.94KWBNB | ![]() ∞ | |||
68 | BTW Bitway | $0.3888 | +10.78% | +98.55% | $1.06B | $13.03M 35.49MBTW | ![]() 27.1% | |||
69 | ASTER Aster | $0.5999 | -0.39% | -0.60% | $993.54M | $44.41M 73.91MASTER | ![]() 20.7% | |||
70 | PI Pi Netwo... | $0.08716 | +0.78% | +0.92% | $961.86M | $3.76M 43.31MPI | ![]() 11% | |||
71 | ETC Ethereum... | $6.072 | -1.83% | -5.46% | $956.85M | $69.79M 11.49METC | ![]() 74.9% | |||
72 | KCS KuCoin T... | $6.648 | +2.04% | -0.90% | $910.26M | $5.24M 799.95KKCS | ![]() 68.6% | |||
73 | JST JUST GOV | $0.1071 | -1.34% | +7.37% | $876.6M | $24.46M 227.19MJST | ![]() 82.7% | |||
74 | POL POL (ex-... | $0.0816 | +4.40% | +7.36% | $872.54M | $51.72M 639.87MPOL | ![]() ∞ | |||
75 | ENA ENA | $0.08472 | +1.20% | -5.07% | $831.4M | $164.41M 1.98BENA | ![]() 65.5% | |||
76 | QNT Quant | $56.07 | -2.36% | -3.55% | $815.28M | $2.96M 52.52KQNT | ![]() 99.5% | |||
77 | BNSOL Binance ... | $86.7 | +1.40% | +1.28% | $782.09M | $1.47M 17.13KBNSOL | ![]() ∞ | |||
78 | JITOSOL Jito Sta... | $99.96 | +1.67% | +1.50% | $767.5M | $1.7M 17.13KJITOSOL | ![]() ∞ | |||
79 | ATOM Cosmos | $1.415 | -0.22% | -1.19% | $742.42M | $612.61M 236.17MATOM | ![]() ∞ | |||
80 | GT Gatechai... | $6.75 | +0.89% | -0.15% | $716.66M | $1.28M 191.14KGT | ![]() 74.7% | |||
81 | NEXO Nexo | $0.7066 | -0.22% | -2.97% | $710.74M | $2.94M 4.16MNEXO | ![]() 100% | |||
82 | ALGO Algorand | $0.07795 | -0.91% | -5.84% | $703.15M | $16.6M 83.60MALGO | ![]() 90.3% | |||
83 | KAS Kaspa | $0.02529 | -1.37% | -2.70% | $699.16M | $3.47M 136.42MKAS | ![]() 96.3% | |||
84 | VVV Venice T... | $0.04329 | -44.87% | -51.96% | $670.29M | $20.18M 1.60MVVV | ![]() ∞ | |||
85 | GFO GoodFund... | $0.06607 | -0.90% | -3.50% | $661M | $25,048.2 378.40KGFO | ![]() 100% | |||
86 | RENDER Render N... | $1.272 | +0.31% | +1.19% | $659.95M | $9.8M 7.74MRENDER | ![]() 80.5% | |||
87 | LBTC Lombard ... | $63000 | +0.00% | +0.00% | $645.88M | $0 0.00LBTC | ![]() ∞ | |||
88 | STABLE Stable | $0.03102 | +0.46% | -1.71% | $631.97M | $8.62M 281.21MSTABLE | ![]() ∞ | |||
89 | LSETH Liquid S... | $2139.99 | +1.22% | -0.40% | $606.43M | $77,115.07 36.09LSETH | ![]() ∞ | |||
90 | LIT Lighter | $2.3842 | +1.53% | -3.64% | $595.99M | $11.27M 4.80MLIT | ![]() 25% | |||
91 | MXN MXN | $0.0555 | +0.01% | -0.15% | $554.5M | $55,228.79 995.53KMXN | ![]() 100% | |||
92 | XDC XDC Netw... | $0.02689 | -0.60% | -1.04% | $535.32M | $8.99M 334.79MXDC | ![]() ∞ | |||
93 | JUP Jupiter ... | $0.1676 | -0.72% | -7% | $530.55M | $6.11M 36.72MJUP | ![]() ∞ | |||
94 | FLR Flare | $0.005906 | +0.15% | -2.83% | $513.29M | $966,202.03 164.03MFLR | ![]() ∞ | |||
95 | FIL Filecoin | $0.6262 | -6.51% | -11.25% | $512.15M | $139.66M 222.22MFIL | ![]() ∞ | |||
96 | ETHFI ether.fi... | $0.4928 | -1.43% | +28.26% | $501.67M | $21.81M 43.87METHFI | ![]() 101.8% | |||
97 | ARB Arbitrum | $0.07569 | +0.77% | -5.31% | $499.85M | $154.25M 2.04BARB | ![]() 66.1% | |||
98 | TUSD TrueUSD | $0.9988 | -0.03% | +0.18% | $493.92M | $3.77M 3.78MTUSD | ![]() ∞ | |||
99 | CAKE PancakeS... | $1.4687 | +0.17% | +0.29% | $471.44M | $9.45M 6.46MCAKE | ![]() 80.3% | |||
100 | 币安人生 币安人生 | $0.4661 | +0.77% | -10.04% | $466.42M | $6.96M 14.94M币安人生 | ![]() 100% |























$1.32M
$3.95M




$1.01M





