AI Summary
Crypto直播复盘:币圈整体横盘微红但BTC稳守8.5万美元、Zcash与Zcats逆势大涨,同时CFTC监管、摩根大通链上交易及ETF资金外流等消息交织,机构入场信号持续增强。
- 市场整体横盘偏红,但主流资产表现稳健:BTC约8.5万美元、Solana约120美元、Hyperliquid约91美元,总市值守住3万亿美元。
- 山寨与Meme分化明显:Zcash升至1354美元,Zcats自约3000万市值低点近翻倍至7100万;Ponds被列入Coinbase路线图、当日涨约10%,市值约2.76亿。
- 监管与产品动态密集:CFTC拟通过CTX/CAM介入加密监管,SEC放行最高3倍杠杆的BTC与ETH基金,Polymarket推出Protocol V2与预测基金并暗示代币发行。
- 机构采用继续扩大:摩根大通允许金融机构链上交易,币安实验室(经Sui)与谷歌云达成合作,Sunrise上线VVV于Solana交易。
- 资金流向矛盾:昨日BTC ETF净流出约9000万美元、ETH ETF流出5100万美元;但Bitmine等机构再买入1.5万枚ETH(约4100万美元),持仓接近ETH供应量的5%。
- 宏观与政策面:特朗普预告中期选举"惊喜",月底加息概率降至17%,黄金涨1%、油价基本持平。
结论:在横盘行情中保持耐心,重点关注机构持续买入的ETH与Zcash、Zcats等高热度标的,同时紧盯CFTC/SEC监管落地与ETF资金流向的进一步变化。
Transcript
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We will bring you guys up
But it has been an interesting day in crypto for anybody's been kind of saying it looks like there was just a tweet
That came out abstract is about to their their Tony that shit down begins wind down process which
Kind of not to see but the market's looking all right not gonna lie we got btc holding decently well around
85k it's still holding around 27
100 bucks Salana still doing decently well around fucking 120 bucks hyper liquid holding around 91
Z cash is up for some on the day sitting at 1354 but
Overall everything is looking kind of red, but I mean holding decently well for the most part
Just on all these other assets memes for anybody's been kind of watching looks like things have been going decently
Well ponds just got listed on the Robert what is it the coin based road map which is not a complete listing yet
But it is potentially coming at least from what we've seen in the past which is definitely a dub
But it looks like they didn't really catch a bit ponds is still sitting around 276 mil market cap
Which is still a dub to see up 10% on the day, but nothing too crazy
It looks like one of the biggest winners that I've seen today have been Zcats
Zcats up almost two X from the lows of like 30 something mil market cap currently sitting at 71
So I don't know what's going on at stonk, but definitely a dub to kind of see
But overall everything's just I don't know it's like just chopping sideways
There hasn't been any significant
Movers unlike a lot of these higher caps at least from what I've seen
But it looks like things are holding decently well
Maybe Robinhood season is kind of coming back. There are a couple tokens that are showing some signs of life
But a lot of their higher caps AI is currently at a hundred and six mil market cap
Which is kind of nice to see
But you do have a couple that have been out performing even cats has had a little bit of a run over last 24 hours
Which is definitely a dub to kind of see
Ah, but yeah, just on crypto news over the last 24 hours also looks like there were a couple NFTs that did kind of run that were associated
To memes
Ah, but just on crypto news over the last 24 hours. We talked about this a bit
Yesterday just like CFTC coming in to regulate the crypto markets through CTX and CAM. So we do see what that does kind of play
SEC cleared out
levered BTC and ETH funds for trading and I think it's up to 3x for anybody's been kind of watching
people have been speculating on what this new polymarket announcement was going to be
After Shane Copeland put out a tweet over the weekend
they put out
Protocol V2 and predict fund
Which is like I think a product under them tease to some sort of token launch
So we do wait and see pump fund has been killing out on revenue friendly, but it's been kind of watching
There there has been news on
That I did see biston labs which is
Through sui did announce a partnership with google cloud, which is huge sunrise also did list VVV
So you can now trade VVV directly on salana, which is definitely a dub to kind of see
And then jp morgan also came out
To allow financial institutions to trade
On chain which is huge we were getting institutional adoption every single day
So I mean the doors are opening up and there's more liquidity kind of coming in and it's not just degen's passing liquidity around
Which is definitely a dub to kind of see but
We'll wait and see how that does kind of play out and then finally we got ETF
BTC saw around
$90 million to outflows just yesterday alone and eat saw 51 million dollars and outflows which is
Kind of nuts, but we did have bit mine and fucking tomley buying another
15,000 fucking ETH for around
41 million dollars which is kind of nuts
They are very very very fucking close to owning 5% of the ETH supply which
Well, wait and see they hold around 16.4 billion dollars worth of air right now, but we'll wait and see but yeah, what's good?
Gigi how are you doing it now?
I'm good
Yeah, the market looks good today
We haven't had an crazy crashes though for Chan or for your cycle
theory
We'll still like see how that goes but yeah today's definitely the day
As every day is and it looks like there's no major data points
But Trump did come out and say he is going to announce a midterm surprise no idea what that is but fed rate
Hike odds for the end of this month are down to 17% so I think people are expecting good news
and
Starting with the bag check gold is up
1% and slowers up with percent oil is pretty even
it's
Up like barely point two percent is that 89 and a hundred so
Hopefully we get that lowered and then crypto crypto is holding even out three trillion market cap and all it's looked mixed
Zero looks like the winner today and render they're both up
8% so nothing crazy
In terms of stocks stocks are doing well stocks are up and it looks like
nuclear is getting um a lot of the rally
nuclear is hot because of the google power deal and it just sparked a nuclear rally
F cell FCEL which is fuel cell it's up 14% and this straw is up
9% they also had a 4.2 trillion
Or 2 4.2 billion nuclear deal with the US Department of Energy so that's just pushing up that stock as well
And then marvell is up seven and AMD up three so we have some good movers
And space act still holding it's over 170 it's at $172
So that's kind of insane to watch um
And then in terms of meme coins
there were a lot of uh
There there's a lot going on as usual um ram took a big hit originally zuko the
um z cash founder
He
Followed the account and then on it spiked to like three million um and then he unballed it so it really got dumped out
And orbio also took a hit um
The dev followed this luxury watch account called prosperity time and people started clipping out
So it's kind of funny, but it's kind of insane as well
It went from like 66
Down to like 50 and I think there's a slow recovery. It's at 54 but nothing else has changed
except for the fact that he followed
The um that account which is kind of funny. I think the same thing. I don't know if this was troll
But I guess pawns also started taking a hit when um
The founder started following a watch account so yeah see two things but
Funny if true um, but I feel like
I feel like there's still a lot going on in the orbio um ecosystem
So we'll keep an eye on that and then clause
clause is still holding strong um this is the one we talked about yesterday
And they did launch a 300 piece NFT collection last night and it's around 2500
I haven't checked it in the last like hour, but um yeah
2500 from
You basically needed to
spend like 50,000 tokens or the clause token which was around 500 dollars and um yeah
So that's been quite a cook and
Clause did go to 10 million, but it is holding strong um still doing well and
There's also this the one that has a game attached and then different hooks and rules and it burns and adds liquidity
Depending on like what the London weather is if you remember but it also changed its name
It's doing all kinds of weird things, but I think the NFT is the big news um because it is performing so well
and in terms of
New stuff slot cannon
And it looks like Mark and Drieson give the project funds for a contest that they're holding
It's basically like an AI music video generator and they're giving
$5,000 and the whole price is like 25,000 um split up, but yeah
The Mark and Drieson giving them money um if you remember that's how goat took off um
So uh it did spike, but I think it's sitting like around
Let's see 1.9 there we go uh 1.6 right now, so there's been a little bit of retrace um
It is a paid meta
version of the
Of the mean coin so um be aware of that and
Looks like hooks on bnb
um
This was a
Unipix alt account
um
Basically, this is what moon debt it went from like 800k to 3 million and
It has retraced um, I think it's under two
It's at 2.24 and it's basically hooked on bnb. It has really strong buybacks and
Just be warned unipix did say he'll sell at any time, so
um, but I don't know that we had a hooks version that really took off on bnb yet
So that that's been kind of interesting and what else do we have um
Oh
Pover or I don't know if I'm saying right fubber it's fubber um because it's basically phone with snubber together
Um that's been doing really well um, it's basically somebody that you know like you hang out with and then um
They're always on their phone, so it's like phone and snubber together
But anyway, um, we'll see how that one does it's retraced a little bit
It's down to like under 800k, but there's been getting a lot of volume on that one and
chunk mistral
um
Chunk is a mistral and Nvidia pair and that was launched on stunk
And OTC um, this was kind of big news yesterday after this base um, they are adding smart launches and also hooks um
they
Oh and shilled by ledger status who is like floods
Partner co-founder. I'm not sure what is um exact position is, but um
Yeah, it's kind of he's kind of a big deal. So him showing it
Actually did pump the chart, but it's still like um
What is that?
It's at 6.73 so it has retraced a little bit as well, but
uh and
Let's see vvv pairs they were released on stunk and then is the dyno this is a very low cap
So just be careful um, but they did launch that one on stunk
Seems like that one is somewhat performing. I think it was like at 70k the last time I checked it, but um
Um, and then zcap um the reason that it pumped is because
uh, they put the zcap bag on the Wall Street bowl and it
pumped about two two acts from the lows so that's why we're seeing some more activity on ccat
But yeah, that's like pretty much today's bad check
Definitely does other around I ended up buying that one token out that you
Car you were like oh there's some Moderna pair and there's like an OG I ended up buying right after the space
Just like the Moderna pair and ended up
Loki running to