二级市场日报

大盘走势 加密货币市场正处于强劲的结构性上升通道。比特币已站上 97,850 美元,进入冲击 10 万美元大关前的最后震荡区间。宏观上,美元流动性扩张预期与机构高倍速的扫货(购买量达产出量 6 倍)共同推高了估值。尽管短期受政策博弈影响存在波动,但随着加密支付在私人航空等高端领域的渗透,市场长期潜力正加速兑现。 主流币 BTC 具备看涨机会。目前处于 97,850 美元的关键位,是突破 10 万美元前的蓄势区。作为美股不确定性的对冲资产,机构买盘力量远超新增供应。建议在区间底部逢低吸纳,博弈即将到来的历史性破位。 ETH 当前价格在 3,318 美元附近。受贝莱德持续买入及信标链资金流入支撑,基本面稳固。但短期波动收窄,交易机会相对有限,建议持仓观望,等待明确的方向性信号再做后续跟进。 SOL 表现抢眼,正式上线纳斯达克斯德哥尔摩交易所的 ETP 产品,大幅提升了机构入金门槛。链上活动持续火热,尽管存在短期关税政策预期带来的回调,但长线建议持有至 250 美元上方再进行价值评估。 BNB 具备稳健的套利机会。利用 Boros 等跨平台资金费率差(Binance 接近 0% vs Hyperliquid 长期均值 10%)可进行风险对冲。同时,BNB Chain 的高营收与持续回购机制为币价提供了坚实护城河。 热门币动态 LINK 具备强力看涨机会。CLNK 现货 ETF 已正式在纽交所挂牌交易,且 GLNK 推出零费率政策,彻底扫清了传统资金入场障碍。作为链接加密与传统金融的核心枢纽,其机构需求正迎来爆发式增长。 ONDO 面临短期抛压风险。约 2,500 万枚代币正转入 5 家主流交易所,可能引发短期价格波动。但作为 RWA赛道的领头羊,其代币化国债业务的长期叙事依然稳固,建议在抛压消化后的底部布局。 ASTER 具看涨机会。通过集成 Binance 钱包,ASTER 成功触达数千万用户,其测试网交易量已突破 10 万笔。AI 驱动的交易引擎与奖励活动正持续推高市场关注度,即便近期有巨鲸减持,生态扩张势头依然不减。 RIVER 具上涨空间。受益于 Arthur Hayes的投资及与 X-layer 的深度合作,其核心业务 satUSD 正带来真实的营收贡献。目前筹码集中度高且上涨逻辑良性,建议在回调时介入,止盈位参考 25 美元。 以上信息由 @xhunt_ai 自动生成,不构成投资建议。

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