7月29日关键市场信息差，一定要看！｜Alpha早报

Blockbeats

29 Jul

精选要闻

1.新“BNB 版微策略”VAPE 今晨收盘报 57.585 美元，交易量突破 9 亿美元

2.Plasma 公募结束：募资超 3.73 亿美元，超额认购 7 倍

3.比特币跌破 11.8 万美元

4.BNB Chain 生态代币普涨，CAT 24 小时涨幅 45.9%

5.Coinbase 拟收购印度加密交易平台 CoinDCX，正与其进行高级谈判

文章&Threads

1.《起底 Tom Lee：从华尔街网红到以太坊微策略缔造者》

2025 年 6 月，Lee 被任命为 BitMine Immersion Technologies（纳斯达克代码：BMNR）董事会主席，开始参与公司从传统矿业向企业级以太坊（ETH）储备结构的战略转型。

2.《ZORA 之后，还有哪些相关标的值得关注？》

目前的一个逻辑是因为 Coinbase Wallet 品牌升级为 The Base APP，被寄希望于做成一款 Coinbase 自己的微信，而内容和社交就成了 Coinbase 非常看重的领域，这也是 Zora 的赛道，于是 3000 万美元的 Zora 被炒到了 3 亿。

市场数据

每日市场整体资金热度（根据资金费率反映）与代币解锁

数据来源：Coinglass、TokenUnlocks

Funding Rate

代币解锁

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