AI 内容摘要
加密市场周末全线上涨,BTC报86,582美元,ETH 2,700美元,SOL涨7%至118美元,主持人称"几乎所有资产都在涨"。
- 主流币普涨:BTC 86,582美元、ETH 2,700美元、SOL涨7%至118美元,Zcash维持1472美元,Hyperliquid 93美元
- 山寨与隐私币表现抢眼:Hyperliquid周涨70%,VV日涨13%、周涨近50%,全同态加密概念币(如Summer)近两周大幅拉升
- Meme币轮动明显:Pawn市值4.02亿美元,Cash Cat约1.73亿,某代币日涨11%,Loki Stonk日涨21%至3.43亿市值;PEPE涨23%、DOGE涨13%
- 加密新闻:Kevin O'Leary称若量子风险解决BTC可达100万美元,主持人认为量子威胁被夸大
- 资金面:BTC ETF周五净流入约4.33亿美元,ETH ETF流入约1.43亿美元,SOL ETF流入4,800万美元;Zcash ETF将于9月30日进行拆分
- 宏观与股市:油价跌3.75%(Brent 100美元),美债收益率回落,加密总市值重回3万亿美元;道指涨0.79%、标普涨1.6%、纳指涨2.4%
结论:市场情绪全面转暖,可关注隐私币、全同态加密与Meme板块轮动机会,同时留意Zcash ETF拆分等短期事件催化。
转写文本
Let's get this going if you guys are just joining us press that bottom right button like comment
Retweet all of that is appreciated if you guys did have anything you guys want us to check out put it in the comments
Action if you did want to come up and speak feel free to request we will bring you guys up
But it has been a beautiful fucking day just weekend in crypto for anybody's been kind of watching trenches
Have been cooking all's have been running like fucking crazy
We have majors running today, which is genuinely fucking nuts to see
But everything is doing the damn thing which we genuinely do left to see it seems like the bottom of BTC was when everybody was calling
For fucking quantum and quantum destroying it, but just a little bit of a market update
We got BTC seeing at 86,582 dollars. We got eat sitting at 2700 bucks. We got Solana
Up 7% on the day sitting at 118 bucks
Zcash still holding decently while sitting at a hundred
1472 bucks
Hyperliquid sitting at 93 dollars near has low keep been on a fucking tear which is kind of nuts to see up
70% on the week which is genuinely kind of nuts pump funds up a couple percent fucking VV
Hit like 33 dollars yesterday
It's up 13% on the day, which is genuinely nuts up almost 50% on the week
Lighter up a couple percent on the day, but everything is literally in the green. I also saw
For anybody who hasn't seen over the weekend
Some of these fully homomorphic encryption coins have been running
I know we've been talking about summer or talked about summer a few months back
But that one had like a crazy run over the last two weeks, which is genuinely kind of nuts to see in town a couple other
Alt have really been running but we can tap into those in just a bit
Just on some of these memes it looks like I don't know
There's been a rotation to a lot of these newer memes for any buddies been kind of watching but these
The major ones have been holding decently well. We got pawn sitting at 402 mill market cap
Cash cat still holding around 173 and some token up 11% on the day at
176 mil
Loki stonk has been on a fucking tear
343 mill market cap could have said anybody did tap into that, but it is up 21% on the fucking day, which is genuinely kind of nuts to see
But yeah, overall everything is holding decently well for anybody's been kind of paying attention to that
And then the trenches have been a completely fucking different story
But there have been opportunities to make money a decent amount of money over the last weekend for anybody who did kind of tap in
And then just on crypto news of the last 24 hours we had Kevin O'Leary Mr. Wonderful basically calling for
$1 million BTC
But all that really needs to be done is quantum risk has to be addressed
But I doubt that's ever gonna happen. I don't think it's I think it's like
It was like over exaggerated especially when it was like first being brought up
Hyper liquid has been killing it in rev and then we got pump and then stonk right after and then pawns
Which is genuinely kind of nuts to see
We had the whole
Apple pay potentially
Adding stable coins for anybody's been kind of looking at that too
But overall things are looking good and then ETF inflows and outflows we got BTC ETF to around
$433 million in net inflows
Just on Friday alone and then the ETF for ETH saw around
143 million dollars in inflows and it looks like sole ETF did end up catching a bit of a bid
$48 million in inflows, which is definitely a doubt to kind of see
And then great for anybody's been paying attention to like the Zcash ETF. They're they're doing a split on September 30th
So maybe something to kind of pay attention to but yeah, that's that's where we got what's good though?
GJ are you doing it there?
Happy Monday. Yeah, everything's been like wild
Crazy couple of days, but it's looking good markets are looking good today
Gorgeous shade of green falling oil prices and
easing of treasury yields markets are running with it. So it looks amazing
And also the trenches are just cooking as well. So always good news on that front
But getting right into the bag check gold is down 0.7% at
4345 and silver is flat at 66 and oil is down
3.75% it's sitting at 92 and Brent at 100
Thank God, it's down because the markets are just loving it and
Looks like we don't really care about the rate hikes
A lot of that was absorbed in price done. So we are cooking crypto is up a big 5.6%
We finally got a 3 trillion market cap finally back to a 3 in front of that big number. So
loving the return of 3 and all showing lots of green looks like even sweet is up
It's a 15% back over a dollar Pepe
Pepe is up 23%
And I don't know if it's also helping that there's meme coins attached to it
But we have spoken on this before keep an eye on Pepe doge and sheep and it looks like doge is also up 13%
so these are good markers good indicators and
Getting into stocks looks like stocks are all green as well. Dow is up 0.79%
S&P up 1.6% and NASDAQ 2.4% so making lots of gains
We have lots of
Lots of surges but trending wise just to narrow it down meta is up 12%
Muse is the news and
Critical metals finally 34%
It's on the US Greenland security agreement. It's been a tough hold
But yeah, we'll have to see that it's up and then new era energy is also up 31%
They locked in a 20-year vista of power deal so energy and metals
Having a good day and AMD up 10% Intel up 12% and
There's a lot the list go is pretty long actually so
But you get the idea, but I know everyone's interested in meme coins
So we are focusing on meme coins, but all climb parings have been like either absolute cooks or just attention trades yesterday
We had a that's parings and those cooked for a little bit
But it was just an attention trade. I don't know if they're gonna come back
But if you were able to play those those were nice little
X's on there. I think we had a sweet runner today. I don't know how it's doing, but
Yeah, they're gonna keep on adding these
Alt parings and meme coin parings and somewhere some are proven to be like
some crazy X's like you have ZCAT obviously with ZCash and then
Hype with Per back pack has been killing it. There's Ray Cat and we can go over some of the
Some of those pairs and we still have stonk versus
Pump parings. It's interesting to watch no proven winner yet, but
There's been a lot of PVP between those pairs as well as against
Salon versus Robinhood, which is like the long and the pawns pair and I think the long
Long pairs have been doing a little bit better and then we also have
Trump saying we are gonna meet rename artificial intelligence because it's inaccurate
So looks like super intelligence has been like
Winning so far, but there are two other choices. We'll see how that works out
But I know people have been playing the meme coins on that so
That's been a good one to watch as well, but there's just so many
Runner so it's like just remember you cannot be in them all
picking shoes and try to not just like spread yourself to thin but
Privacy is getting a big push with the meme coins as well as you know all the info plays so there was a cook today
It's been like a couple of days. I feel like
But Nantilo the dev is followed by a bunch of people. We'll see how that one plays out
Jeff Bezos totally Vlad Mark Andreessen. They all kind of follow him. I think the only person left is
Well, we'll see we'll see if we get the interaction that we're expecting
But it's basically a personal AI agent and it's like open-cloud, but it's I guess it's supposed to be better but
yeah, and
Those kind of plays are always always like if the dev is docks and they added to the GitHub and the tech works
Those have been kind of like the place to play if you're into the tech side of things
So something for everyone, but yeah, that's today's back check
Looks like there are a lot of things to kind of look at right now
So I mean, I don't know and then the whole fucking calcium debacle that's been going on over the weekend for anybody's been watching that
It's kind of nuts to see how like one person you piss one person off on the timeline
He exposes your entire fucking business model where it shows that you are basically
Wash trading the same five thousand five hundred dollars with the same wallet just to force
I think it's like what five hundred fifty million dollars worth of volume on their platform, which is
Insane this fucking skit so it's been going at Calche
He's had literally all day and everybody's kind of rallying around Calche which
Against Calche not around Calche, but it is kind of funny to just watch especially right now
But I don't know this is a lot there's a lot and I'm genuinely hyped to see what the hell
Does kind of come next
Interest and appetite for a lot of these things has kind of grown to which is kind of nuts like we've seen what stonk has had like multiple
Hundred million dollar runners. There's been so many hundred million plus fucking coins that have kind of came out
Over the last let's just say month where it just seems like the appetite is kind of grown people are making money again
And I don't know. I don't think we've entered silly season yet
But it is getting sillier. It's gotten a lot sillier from what it was like
Pre-ansom so I'm 100% here for it
So so we we'll see and then roaring kitty or something is supposed to be back
Posted on like a wizard form which I think garnered interest and people ended up playing that coin, but
I don't know. It's kind of nuts to see that was kind of yeah, there was so much pvp on that
Between the plus and the five pluses and then the gme and the
Other gme so the crazy thing is one was already verified by a fellow the gme and then the pvp'd it
So we'll see how that works out
But um my question is what is john fill really think about this, you know
What would john fill do and if anyone played that you know what that means
Wait, who's done so you missed the whole john bill jp um the crazy looking guy. He was like a food all
Yeah, I guess so the I saw it was just a viral character
And he's just like kooky and weird
Um
Yeah, and then people started trade um changing their pf p's on thomo like all the top shaders
They started changing their pf p to his and it was just a funny moment
But it has bottomed out it went to like over 10
He was supposed to do like a live stream, but he just posted a video and
And then there was a lot of fud saying he's AI
But I think a lot of people don't care if
Because there's even if he's real he's just it's just the fact that it's just like viral
I think so but um a lot of people sold off when he didn't really post like the live stream
And just went with the video so
So if this is gonna come back I did bottom ticket just in case but um
That's the deep generous c and me, but I have been in and out of this coin
It's just a weird one um
But yeah, we'll see how that works out if you haven't seen it
You have to see one of his dances. I saw the fucking ticker, but I had no interest in buying this shit
I was like what the like the meme's not funny first
I've never seen him on my timeline or Instagram
I don't even watch Instagram rails to be honest, but like take talk. He's never shown up there
And I'm just like who is this person? Why is everybody buying this?
I saw it like a hundred two and a K and I was just like why are people buying into this meme?
And then they're like oh this dude just added a fucking ticker or his had a ticker and his fucking bio
And he's going insanely viral
But I was just like I don't know who the hell this is
Maybe it's like on a different side of social media that I'm not on but I don't know
It could be a pump fun um pump fun plant who knows but um
Hey if pump fun wants to faucet something you know
I've been buying pill I bought the taun like this is just like this seems like a little more viral
Who knows what's going on in the background but
Hey from
Like you know
60 K to 10 million is kind of crazy um
So
What we'll do we'll play we'll play pump fun games, you know
A hundred pray there was that same PVP shit that happened earlier today
I'm not gonna lie. I hate trading on my phone not gonna lie because I just like end up