web3: Bitcoin breaks above $64,000, while most mainstream tokens fall back
CoinDesk
08-18 12:39
Ai Focus
Bitcoin breaks above $64,000; most mainstream tokens weaken. Mining firm computing power shifts to AI; rising oil prices also disrupt the market.
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比特币周二升破 6.4 万美元,日内涨幅超过 1%,在主流加密资产中表现最强。相比之下,以太坊、XRP、BNB、DOGE 等多数代币走弱或基本持平,市场整体仍缺少一致上行动能。

比特币短线走强

截至报道时,比特币站上 6.4 万美元,周内也小幅上涨。以太坊回落至 1900 美元下方,XRP 跌至 1 美元下方,周内表现也相对偏弱。Solana 报 76 美元下方,日内基本持平。

在较小市值的主流代币中,Hyperliquid 的 HYPE 延续强势,日内上涨接近 1%,过去 7 天涨幅约 7.5%,明显跑赢多数大盘代币。

BTC仍在区间内波动

FxPro 首席市场分析师 Alex Kuptsikevich 表示,比特币此前尝试向上突破后,再次回到 50 日均线下方,且已连续 4 天未能站回这一位置。从更长周期看,价格也仍低于 200 周均线。

他认为,这意味着中期和更长期走势仍由卖方主导。若比特币不能有效走出 6.2 万至 6.5 万美元区间,当前格局就难有明显变化。

矿企削减算力转向AI

除价格波动外,比特币网络本身也在发生变化。Miner Weekly 数据显示,上市比特币矿企在过去三个季度合计削减了 21% 的算力,部分资源正转向 AI 基础设施。

报道将这一变化归因于挖矿收益偏弱,以及 AI 行业对资金和电力资源的竞争加剧。与此同时,由加密创业者 Erik Voorhees 创立的 AI 平台 Venice 表示,其年化收入已超过 1 亿美元,VVV 代币当日上涨约 10%,至 13.30 美元左右。

油价与地缘局势施压风险资产

宏观市场方面,布伦特原油升至每桶 91 美元上方。报道称,美国总统特朗普表示无意延长即将到期的对伊朗协议,黎巴嫩局势也再度紧张,推动能源价格走高。

油价上涨加剧了市场对通胀回升的担忧。受此影响,亚洲债市跟随美债走弱,股票现货与期货也普遍承压,风险资产情绪因此受到拖累。

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