比特币

要点： 比特币周线收盘前反弹至11.9万美元，逼近关键清算区域。 分析师指出突破11.95-12万美元阻力位将开启新一轮上涨。 市场预计短期将出现剧烈波动，下方支撑关注11.45-11.36万美元区间。 中美贸易关税延期消息助推反弹，但12.3万美元历史高点面临11亿美元空头清算压力。

区块链先驱Balaji Srinivasan提出”万物上链”愿景，认为区块链技术将重构所有权体系。比特币已证明区块链可作为中立、全球共识的财产账本，稳定币合法化则推动股票、债券等金融资产上链进程。智能锁技术显示房产、车辆等实体资产也将通过密码学确权，未来99%高价值资产将通过数字签名实现链上安全管理。这一变革源于区块链抗黑客攻击的安全优势，最终将形成基于代码的全球加密经济体系，实现”所有权即密码学”的终极形态。当前比特币和区块链技术正为这一加密经济奠定基础。

美欧关税谈判进入关键阶段，8月1日最后期限前可能达成15%基准关税协议，汽车、钢铁等高敏感行业或获豁免。特朗普称达成概率仅50%，市场波动加剧。若谈判破裂，比特币或因地缘风险溢价受益；若达成协议，传统市场将获喘息，加密资产短期可能承压。 Investors hold their breath for a U.S.–Europe tariff deal The U.S. and EU are reportedly closing in on a deal that would set a broad, baseline 15% tariff on European goods entering the United States, with potential exemptions for select sectors. This follows President Trump’s prior threats to raise tariffs as high as 50% on certain imports if no agreement is reached, a move that’s kept European exporters and global investors on edge. Some of the most contentious areas remain automobiles and parts, as well as steel and aluminum, and sensitive, high-value sectors like pharmaceuticals and semiconductors. EU officials have insisted that any agreement must deliver immediate relief on tariffs for these critical industries, rather than deferring it until the final deal is ratified. Trump told reporters on July 25: “I would say that we have a 50-50 chance, maybe less than that, but a 50-50 chance of making a deal with the EU.” From his statement, it’s clear that the U.S.–Europe tariff is far from a done deal, and uncertainty still hangs over the negotiations. European diplomats have signaled that while a broad framework may be agreed upon soon, a number of outcomes remain possible, including a successful deal, a temporary reprieve, or an all-out tariff escalation on August 1. Market impacts: volatility, risk, and crypto Investors have reacted to the prospect of a deal with cautious optimism, hoping that even a partial agreement can reduce trade uncertainty that has weighed on European equity markets and global supply chains since Trump’s initial tariff announcements in April. U.S. stocks have hovered near record highs as traders price in a higher likelihood of a U.S.–Europe tariff relief, though volatility is expected to tick up as the deadline approaches. Trade tensions and tariff threats typically fuel concerns about economic slowdowns, stagflation, and disruptions to both the dollar and euro, increasing volatility across markets. Crypto assets, particularly Bitcoin, often benefit in such climates as global investors look for alternatives that are independent of any single government’s policy. Previous escalations in U.S.–China and U.S.–EU trade spats have prompted spikes in BTC trading volumes and strengthened the narrative of Bitcoin as a mature asset and a “hedge” against geopolitical and monetary uncertainty. However, as noted by Koinly: “If confidence in national currencies or markets drops, people might move into crypto to preserve their wealth. However, this behavior is not consistent and depends heavily on sentiment.” Should tariff escalation continue or uncertainty persist, we might expect some renewed momentum for Bitcoin and crypto as safe-haven assets and stores of value, similar to gold. Conversely, a last-minute trade deal could restore some calm to traditional markets, potentially dampening the crisis premium that sometimes serves to boost crypto and even seeing a potential short-term slump.

bitCow：比特币原生AMM革新DeFi生态 bitCow是首个比特币原生自动化做市商(AMM)，由bitSmiley Labs孵化，运行在Bitlayer二层网络。该平台通过预言机精准定价消除无常损失，采用双LP代币结构实现利润透明化，并提供极低gas费的稳定币交换服务。核心功能包括Swap交易、流动性池和Lucky Cow空投工具，支持用户创建meme代币并建立流动性。bitCow利用Layer2技术提升资本效率，使用比特币作为Gas代币，为BTC持有者提供安全高效的DeFi参与方案。

2023年区块链市场表现强劲，CoinDesk Market Index（CMI）全年增长125%，是标普500指数回报的5倍。比特币表现优异，涨幅达164%，以太币上涨87%。Injective Protocol的INJ代币以32倍回报领涨，RenderToken和Solana分别上涨972%和833%。数字计算板块表现最佳，回报率达167%。然而，ApeCoin、Luna等代币成为最大输家。2024年市场走势仍充满不确定性，比特币减半或成为关键影响因素。

摘要 随着比特币现货ETF获批，MEME币市场再度活跃。本文解析了MEME币的定义、发展历程及2023年热门案例（如PEPE、Silly Dragon、HPOS1I等），并将MEME币分为经典MEME、加密原生MEME、铭文MEME和原创MEME四类。成功的MEME币需具备文化认同、宣传能力和叙事方向三大要素。尽管市场充满诱惑，但MEME币投资风险极高，成功率不足1%。投资者需深入了解加密货币和MEME文化，谨慎选择。

比特币和以太币24小时分别下跌1.01%和1.31%，ETH/BTC汇率0.05，市场贪婪指数61。 热点追踪 WLD 24小时暴涨45.56%至2.905美元，Worldcoin通过延长代币锁定期刺激价格上涨。澳本聪Craig Wright正式承认非中本聪，面临英国伪证指控。 资金动向 美国比特币现货ETF连续9天净流入5335万美元，比特币价格在63100-65000美元区间震荡。ether.fi启动ETHFI代币回购及质押奖励计划，增强代币实用性。

区块链技术面临速度瓶颈，以太坊每秒仅处理15笔交易，远低于Visa的2.4万笔。传统金融虽存在不透明和高费用问题，但其速度优势仍吸引用户。当前主流公链如比特币和以太坊在交易处理能力上无法与传统金融竞争，导致部分用户转向Solana等高性能链或Hyperliquid等中心化平台。未来区块链需在保持去中心化的同时提升性能，实现与互联网同级的交易速度，才能真正颠覆传统金融体系。速度将成为决定区块链成败的关键因素。

比特币近期悄然上涨至12万美元新高，市值达2.4万亿美元，机构低调增持形成”无狂热牛市”。分析师预测企业国债泡沫将推动数万亿美元资本涌入，叠加美元地位动摇、降息周期临近，可能引发类似互联网泡沫的”叙事传染”，推动比特币在2026年后冲击百万美元目标。黑石CEO警告美债危机或加速比特币成为储备资产，而企业算法定投正悄然消耗市场流动性，为价格爆发埋下伏笔。

摘要 Arc-20与BRC-20协议为比特币生态带来创新代币标准。BRC-20基于序数理论，通过链下索引器实现代币管理，适合meme币发行但依赖中心化账本；Arc-20采用UTXO染色币模型，1:1锚定聪实现链上原生交易，更去中心化但消耗大量BTC。两者分别拓展了比特币在数字资产和智能合约领域的可能性。