六大主流 CEX 的傳統金融交易量在 2025 年全年保持低位，但今年急遽上升，其中 Binance、MEXC 和 Bitget 領跑。

伊朗衝突引發市場震盪，原油、股市與比特幣同步波動。油價下跌反映避險情緒升溫，通膨預期和流動性變化影響資產定價。文章分析地緣風險如何透過傳導鏈影響金融市場走勢。

本週微軟、Meta、蘋果和亞馬遜將公佈財報，市場聚焦AI投入能否帶動營收與利潤增長，並檢驗資本支出成效；同時，聯準會利率決議將影響科技股估值，財報與政策走向成為市場關注焦點。

In July, multiple long-dormant Bitcoin whale wallets from previous years transferred funds in a concentrated manner, drawing market attention. Some addresses realized significant profits, raising concerns that this could trigger selling pressure. However, these moves might simply be portfolio rebalancing or security upgrades. Whether these on-chain anomalies will impact the market outlook remains to be seen.

BitMart 宣佈將於 2026 年 8 月 26 日停止交易、2027 年 1 月 31 日關閉平台，建議用戶盡快提幣並轉移資產，MEXC、Gate、KuCoin 與 Bitget 為主要替代交易所。

BitMEX宣布將於2026年9月23日關停，結束11年營運。平台已停止新用戶註冊，8月26日起禁止建立倉位並逐步強制平倉未平倉部位。用戶現仍可提現，建議儘早辦理以防產生費用或延遲。

Tesla第二季營收282.4億美元、年增26%，高於預期，但每股收益遜於預期。AI、Robotaxi與Optimus持續投入，推高資本支出並拖累利潤率，自由現金流轉為負值。

The escalation of the U.S.-Iran conflict has disrupted oil transportation and driven up oil prices, shifting market focus to whether the energy shock will fuel inflation and prolong the high-interest-rate environment. If supply disruptions persist, they will compress corporate profits, weaken consumer demand, and risk a revaluation of risk assets.

Bitcoin broke through $66,000, rising about 3.3% in 24 hours. The market is focusing on whether the recovery trend will continue. Investors are paying attention to selling pressure release, interest rate cut expectations, and ETF capital inflows. Although the short-term structure has improved, a new bull market still needs confirmation.

NIGHT 因萬鏈跨鏈橋異常及大額拋售，24 小時跌約 33%，交易量激增。事件涉及鎖倉資產轉移，引發流動性與抵押安全擔憂；Midnight 稱主網未受影響。

美国6月领先经济指数在美联储议息前公布，将检验经济改善是否真实。5月指数虽连续回升，但动力主要来自股价和利差，非金融指标仍弱，衰退与软着陆风险仍待观察。

歐盟MiCA過渡期結束後，加密交易所加速洗牌。逾1200家舊牌照機構多數未完成轉換，ESMA拒絕延期。未獲授權者繼續服務將違法，平台退出、牌照遷移及交易範圍收縮同步發生。

On its first day of listing, SK Hynix's US ADR traded at a premium of over 50% compared to its ordinary shares in Seoul. The premium quickly narrowed to around 26% the next day. This phenomenon, driven by high demand and limited circulating supply, reflects strong interest from US stock investors while also highlighting restricted cross-market arbitrage and short-term pricing deviations.

MiCA實施首週，歐洲市場出現牌照分流與流動性重構。服務商須獲授權或停止服務歐盟客戶，持牌機構獲准入，未持牌平台限新客、調整產品或遷移帳戶，穩定幣轉向合規資產。

Solana單日DEX成交額達41.5億美元，繼續領跑主要公鏈，市場份額升至31%。增長由聚合器、自動做市商及多元交易入口推動，但單日數據僅反映短期活躍，尚不足以證明長期資金持續流入或SOL必然上漲。