7月29日关键市场信息差,一定要看!|Alpha早报
精选要闻
1.新「BNB 版微策略」VAPE 涨幅扩大至 789.78%,日内交易额达 5.88 亿美元
2.Plasma 公募结束:募资超 3.73 亿美元,超额认购 7 倍
3.比特币跌破 11.8 万美元
4.BNB Chain 生态代币普涨,CAT 24 小时涨幅 45.9%
5.Coinbase 拟收购印度加密交易平台 CoinDCX,正与其进行高级谈判
文章&Threads
1.《起底 Tom Lee:从华尔街网红到以太坊微策略缔造者》
2025 年 6 月,Lee 被任命为 BitMine Immersion Technologies(纳斯达克代码:BMNR)董事会主席,开始参与公司从传统矿业向企业级以太坊(ETH)储备结构的战略转型。
2.《ZORA 之后,还有哪些相关标的值得关注?》
目前的一个逻辑是因为 Coinbase Wallet 品牌升级为 The Base APP,被寄希望于做成一款 Coinbase 自己的微信,而内容和社交就成了 Coinbase 非常看重的领域,这也是 Zora 的赛道,于是 3000 万美元的 Zora 被炒到了 3 亿。
市场数据
每日市场整体资金热度(根据资金费率反映)与代币解锁
数据来源:Coinglass、TokenUnlocks
Funding Rate
代币解锁

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