Merkle3s 每周市场速览 📊 7/9
1️⃣ 宏观市场亮点 📈
- 美国公布了积极的就业数据，可能会推迟美联储的降息时间。
- #BTC 持续尝试突破新高，$110K 附近的抛压已基本消化，后续上涨的概率提升。
2️⃣ 代币化股票热度攀升 📊
- @RobinhoodApp 推出了美股代币化产品，并计划打造专注于 #RWA 的专属 Robinhood 链。欧洲用户获得了来自 #OpenAI 和 #SpaceX 的“股票代币”空投。
- 基于 #Solana 链的 #xStocks 允许用户无需 KYC 即可链上交易股票代币。
3️⃣ 链上市场分析 🛡️
- $BTC 目前处于结构性盘整阶段，在缺乏明显利空事件下行情以区间震荡为主。
- 当前 BTC 行情主要由筹码惜售主导而非需求驱动，流动性有限且市场活跃度低迷，意味着下行风险有限，但若无重大催化剂，上行空间也难以显著扩大。
- 自4月以来，机构抛压减轻，买盘稳定，BTC 持续处于震荡整理，整体趋势仍偏向积极，看好2025年下半年行情。
4️⃣ ETF资金持续强劲流入 📈
- 现货ETF持续吸引资金流入。本周 #BTC ETF 净流入约7.69亿美元，#ETH ETF 净流入约2.19亿美元，已连续8周保持资金净流入。
5️⃣ Meme平台竞争升温 🔥
- @bonk_fun 平台24小时交易额超越 #pumpfun，市场占有率达55.1%，排名第一。
- @JupiterExchange 推出自家发币平台 #JupiterStudio，依托协议入口和流动性优势。
Merkle3s Weekly Snapshot📊 7/9
1️⃣ Macro Highlights 📈
- The U.S. reported favorable unemployment data, potentially delaying Fed rate cuts.
- #Bitcoin continues to test new highs; selling pressure around the $110K level appears largely absorbed, increasing the likelihood of upward momentum.
2️⃣ Tokenized Stocks Gaining Traction 📊
- @RobinhoodApp introduced tokenized U.S. stocks, with plans to build its own Robinhood Chain specifically for #RWAs. European users received “stock tokens” airdrops from #OpenAI and #SpaceX.
- #xStocks tokens on #Solana are enabling users to trade on-chain without KYC requirements.
3️⃣ On-Chain Market Analysis 🛡️
- $BTC market is in structural consolidation, with range-bound fluctuations in the absence of significant negative news.
- Current BTC price movements are dominated by holders reluctant to sell rather than demand-driven. Limited liquidity and reduced activity suggest limited downside but also constrain significant upside without major catalysts.
- Since April, reduced institutional selling pressure and stable buying support have kept BTC consolidating with a slight upward bias. Continued bullish sentiment expected in the second half of 2025.
4️⃣ ETF Inflows Remain Strong 📈
- Spot ETFs continue attracting funds. This week, #BTC ETFs saw net inflows of $769 million, while #ETH ETFs recorded net inflows of $219 million, marking the eighth consecutive week of net inflows.
5️⃣ Meme Platform Competition Heats Up 🔥
- @bonk_fun platform surpassed #pumpfun in 24-hour trading volume, taking the top spot with a 55.1% market share.
- @JupiterExchange launched its proprietary launchpad platform, #JupiterStudio, leveraging advantages from protocol integration and liquidity.
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