5月4日重点综述:BTC主导力爆发,山寨分化加剧 1/ BTC市占率九连升至64.85%,回归1月高位,市场正快速重定估值锚点。 2/ Raydium诞生近3.6万枚代币,毕业率不足1%,投机热烈但成功率低。 3/ Whale抛售42万枚TRUMP亏76万,山寨泡沫被快速刺破,FOMO情绪遭遇“现实闷棍”。 4/ 过去24h爆仓1.6亿,主爆多头,多空转换激烈,短期行情方向尚不明朗。 5/ ASR涨超50%,ZORA协议收入爆表,另类资产与粉丝经济仍有局部机会。 6/ SNS.sol、JAGER空投发酵,Web3流量争夺战进入深水区。 7/ 富达、MicroStrategy、BiyaPay等继续喊单BTC,10万美元仍是下一个心理关口。 🔚 市场在震荡中完成筹码转移,BTC强、ETH弱、山寨极端,控节奏、防追高,是当前主旋律。
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