加密情报站

现Top交易所产品总监｜深潮 · Foresight News专栏作者｜前阿里巴巴&百度 PM

[加密情报站 @CryptoIntelPost]

📊【加密圈周报】0713-0720 | 2026 第28周
一、行情面（BTC 63,100 → 64,740）
1. 短期压制：7/13 中东地缘冲突，油价反弹引发通胀恐慌
美军空袭伊朗阵地、伊朗随即反击，布伦特原油短线暴涨 8.7% 突破 83 美元；市场担忧能源推高通胀，资金抛售加密、美股等风险资产，BTC 快速下探 61,769 ���撑位。

2. 核心驱动：美国 6 月通胀数据大幅降温，宽松预期边际修复
7/16 美国劳工统计局公布数据：
• 6 月 CPI 同比 3.5%（预期 3.8%），环比 -0.4%，为 2020 年 4 月以来最大环比降幅
• 核心 CPI 同比 2.6%（预期 2.8%），创近一年新低
市场大幅下调加息预期，美债、美元同步走弱，加密资产集体反弹。
（信源：美国劳工统计局、路透社）

3. 资金面支撑：BTC 现货 ETF 结束长期大额流出，本周持续净流入
7/13–7/20 现货 BTC ETF 周度合计净流入 3.12 亿美元，连续 7 个交易日净流入为正，终结 6 月史诗级连续赎回周期。
贝莱德 IBIT、富达 FBIT 为主要买入标的，仅灰度、ARK 小幅赎回；传统资管、养老金小幅配置 BTC 相关资产，ETH、SOL 现货 ETF 同步小幅吸金，资金整体向 BTC 主线集中，62k 一线形成坚实买盘支撑。
（信源：Bloomberg ETF Tracker）

二、消息面
1. Strategy（MSTR）暂停 BTC 增持（7/13）
向 SEC 提交 8-K：通过增发普通股募资 4.67 亿美元，全部扩充美元现金储备至 30 亿美元，当期未购入任何 BTC；资金优先用于优先股付息与债务缓冲，不再将融资 100% 用于买币。
（信源：SEC EDGAR、新浪财经）

2. 美国 Clarity 法案获两党多名参议员公开支持
参议员 Mark Warner、特朗普公开表态推动参议院全院表决，Coinbase、Circle 集体国会游说，市场预期 7 月底进入参议院投票流程，中长期合规预期抬���。 （信源：Bitcoin Magazine、国会公开发言记录）

3. 欧盟 ESMA 启动 MiCA 落地后加密托管专项审查（7/15）
对全欧盟 MiCA 持牌交易所、托管机构开展运营韧性核查，收紧 DeFi 及大额资产托管风控标准。 （信源：移动支付网、ESMA 官方公告）

4. Circle OCC 联邦数字信托银行完整运营细则落地（7/13）
OCC 公示 Circle National Trust 完整业务权限：可自主托管 750 亿 USDC 储备、面向机构提供数字资产托管，全程受联邦银行监管，无需第三方银行托管，大幅降低 USDC 脱锚风险；Visa 同期数据显示 USDC 在合规跨境支付中占比 67%，两者形成逻辑共振。
（信源：OCC 官网、Circle 官方博客、Visa 行业报告）

5. 泰国 SEC 联合央行启动 USDT 跨境资金专项核查（7/18）
针对 USDT 跨境大额资金流动开展合规调查，限制本土机构使用 USDT 开展机构业务，进一步利好 USDC 合规赛道。 （信源：移动支付网）

6. 高盛、摩根大通更新 Q2 13F 持仓
小幅增持 BTC ETF 与 MSTR，清仓中小山寨加密标的，传统金融机构配置策略持续保守，仅配置头部合规加密资产。
（信源：SEC 13F 持仓文件、CNBC）

💬 本周观点
当前节点最重要的变量是《Clarity》法案。该法案是否在 7 月底顺利进入参议院投票并通过，将直接决定 8-9 月份行情能否形成转牛趋势——合规预期一旦落地，将为机构大规模入场扫清最后的制度障碍。

你怎么看？Clarity 法案若通过，会成为下一轮牛市的催化剂吗？评论区聊聊 👇

$BTC $ETH $SOL $USDC #Bitcoin #Crypto #binance #okx #bybit #htx #bitget #BTC #Web3 #DeFi #Altcoin #加密货币 #比特币 #区块链 #ETF #MiCA #ClarityAct #USDT #MSTR #CryptoNews #Blockchain #数字资产 #加密圈周报 #CryptoWeekly

[加密情报站 @CryptoIntelPost]

继BitMex之后，BitMart也要关门了
从0724开始，其平台币BMX暴跌60%+，起初市场以为是因名称相似受BitMex影响，没想到也要关停。
牛市掩盖所有问题，熊市暴露一切窟窿
每一轮熊市都要献祭几个交易所，这轮到底了？
#BitMart #BitMex #BTC #熊市 #交易所 #区块链

[BitMart 币市 @BitMart_zh]

重要公告

经过对公司经营状况、市场环境及未来发展方向的审慎评估，BitMart 决定有序停止交易平台运营。该决定十分艰难，我们对此深感遗憾。

重要时间节点：
• 2026 年 7 月 26 日 01:30（UTC）：逐步停止新用户注册、充值及新订单提交。
• 2026 年 8 月 26 日 01:00（UTC）：全面停止现货、合约等交易服务。
• 2027 年 1 月 31 日 15:59（UTC）：平台正式停止运营。

提现服务仍将开放。我们建议所有用户尽早完成身份认证、关闭持仓并提取资产，避免临近截止时间集中办理。

请务必阅读完整公告，了解详细时间安排及后续处理流程：
🔗 https://t.co/cXRGsXrAn2

衷心感谢每一位用户多年来的信任与支持❤️

[加密情报站 @CryptoIntelPost]

BitMex的关停也是一个时代的结束
永续合约的发明者
曾经的全球第一交易所

时代在变，我们也在前行
很多时候，结果很难掌控
唯有感谢和珍视生命中所有不可思议的旅程

[BitMEX @BitMEX]

Dear BitMEX Users,

Today, we share with a very heavy heart that BitMEX exchange will shut down its operations, effective 23 September 2026 at 04:00:00 UTC.

The owner and operator of BitMEX, HDR Global Trading Limited, has made the difficult decision to close operations following a strategic review of the business.

It may not look the same today, but we are proud of our 11+ year legacy and the role we played in shaping the crypto industry. We invented the 100x leverage perpetual swap, which for most of you, was the first step to your crypto trading journey. It is now the most traded financial product in the crypto industry, adopted by thousands of users and exchanges. And we remain proud of our robust security infrastructure, which has allowed us to maintain a flawless track record of 0 customer funds lost to hacks in our entire operating history.

We want to reassure you that your assets remain fully safe and under your control during this transition period. This announcement is just to give enough time to ensure a smooth withdrawal process for everyone.

From today we strongly encourage all users to close their positions and withdraw their funds as soon as convenient. For more details on the full process, please read our blog: https://t.co/OOHeh6xHm8

BitMEX was once home to some of the greatest traders today. Our team has dedicated tremendous effort and passion into building the platform into what it is, and we are glad to have reached some of you during your time with us. To everyone who has traded, supported, and grown alongside us - thank you for your trust over the last 11 years.

The BitMEX Team

[加密情报站 @CryptoIntelPost]

一次��心设计的公开施压，哈哈！

Armstrong选择在CNBC 喊话而不是私下游说，本质是把国会逼到"公开表态"的处境——要么支持，要么承担"把加密巨头逼走海外"的舆论责任。

1.从历史行为来看，Armstrong不是第一次提出 “迁出美国”。过去几年持续批评 SEC「执法式监管、规则模糊」，此前Coinbase直接起诉过SEC；
2.从现实情况来看，Coinbase 是美股上市公司，美国本土用户、机构客户、资本市场根基很深，完全迁出美国代价极高，甚至不具备可行性。

期望能顺利通过吧！！虽然目前看起来再次搁置的可能性更高。
#BTC #ClarityAct #CoinBase #Crypto

[吴说区块链 @wublockchain12]

Coinbase 首席执行官 Brian Armstrong 在 CNBC 节目中向美国国会发出最后通牒，呼吁尽快通过《 Clarity Act 》（ H.R. 3633 ）法案，并表示若缺乏明确监管，公司将考虑把业务迁往海外。该法案此前已在众议院以 294 比 134 的投票结果通过，但目前在参议院陷入僵局。Brian Armstrong 曾于 2026 年初因稳定币收益限制问题撤回对该法案的支持，经过数月谈判后达成妥协。当前正值参议院夏季休会前的冲刺阶段，白宫亦在推动立法，但围绕道德条款与联邦优先权的争议仍未完全解决。https://t.co/vj0rIfRBGr

[ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 @TheBlockRunner]

🚨 The future of Bitcoin is evolving, and $NAT is at the center of it. 🚨

In our latest podcast, we break down:
⚡ The historic moment $NAT was mined by Bitcoin miners on BLOCK 885588
🔍 Why $NAT & Digital Matter Theory & Digital Power are critical for Bitcoin’s long-term sustainability
🎯 The game plan to educate miners & the broader community
💡 @JasonPLowery bullish take on Digital Matter Theory & Bitcoin’s higher purpose

The NATwork effect is growing. Don’t miss this one. 🎙️👇
$NAT Officially Mining! | Liquidity For Bitcoin L1 Swaps | Jason Lowery’s Bitcoin Power ⚡| TBR #256
https://t.co/a6RZ0xshbP

We discuss our experience on the day of $NAT being officially mined by Bitcoin miners and discuss in detail what the prospects are for $NAT and DMT in supporting the growth of the Bitcoin ecosystem. As well as game plan steps moving forward in order to further educate the mining community and regular folk about what it is $NAT represents as the first DMT asset contributing to furthering the future sustainability of Bitcoin. We then showcase some of the Ordinal assets for mint that will contribute to adding liquidity for $NAT on @TaparooSwap, a Bitcoin L1 AMM DEX.

With our efforts and the community behind us, we can strengthen $NAT over time and build a strong NATwork effect in support of the DMT ecosystem as a whole. We firmly believe the success of $NAT will be the catalyst for the entire Bitcoin ecosystem as it represents a native to Bitcoin product that is closest aligned to the ethos and value of Bitcoin itself. At the end we discuss Jason Lowery’s recent bullish sentiment around Digital Matter Theory and how we align with his talking points of his next book titled “Digital Power”. Having notable actors in the Bitcoin community continually propagating the idea of Bitcoin’s higher purpose being the utilization of its immutable substrate layer will further elevate the DMT mission.

Sign up to receive our newsletter for weekly updates!✍️
https://t.co/wgq0KoNH1j

Disclaimer: The views and opinions expressed by The Block Runner are for informational purposes only and do not constitute financial, investment, or other advice.

[Matoshi.btc @Matoshi_x]

First $NAT airdrop to bitcoin miners just happened🚀

A new era is upon us, congrats to @AntPoolofficial !

[ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 @TheBlockRunner]

We are on a quest to get $NAT to 1 Billion market cap to amplify the DMT narrative but need some help from the community to get the token listed abroad

We discuss $NAT quest to pool liquidity and how AI will find its place in the Bitmap ecosystem to help the community build 👇
100K Bitcoin | AI x Bitmap | $NAT Liquidity Quest | TBR #243
https://t.co/N7qll2wmB1

No interview this week, so we take the time to discuss recent events, such as Bitcoin reaching a new paradigm in price discovery, and also reflect on the 1st DMT anniversary live stream from last week. This was a full-circle demonstration of how Bitmap and the DMT ecosystem align to produce engaging experiences in the metaverse on Bitcoin. With the surge in AI agent interest, we postulate how this technology will interplay with the existing metaverse landscape, as well as share ideas on how it can be utilized to enhance BitmapOS. With AI Agents most useful feature being the ability to complete tasks on command, the need for “jobs” in the metaverse must exist. The most relevant job requirement for the Bitmap ecosystem is the ability to construct 3D assets on parcels. AI agents who can assist in this regard will prove tremendously valuable to the metaverse economy.

We then pivot our discussion to $NAT which is in dire need of liquidity assistance. During the holidays Ordinals Wallet was no longer supporting the trading of $NAT tokens which made it clear that additional options for token trading need to exist. However, to be listed on centralized exchanges requires tremendous capital so initiatives need to be put in motion in order to aggregate liquidity to complete the process and to grant $NAT new market exposure.

We discuss some of these initiatives and plans and hope to see the DMT community align with our strategy in hopes of a billion-dollar market cap for $NAT, which we believe will serve as a catalyst to attract liquidity for the entire DMT ecosystem of creators.

🚀Sign up to receive our Newsletter for weekly updates! https://t.co/ZmaPjDQHL7

Disclaimer: The views and opinions expressed by The Block Runner are for informational purposes only and do not constitute financial, investment, or other advice.

[Ordinals Wallet @ordinalswallet]

So the NAT crew has done something pretty genius here.

There are plans to begin auto-awarding miners with block reward DMT-NAT tokens.

If miners don't trade it, then NAT becomes non-inflationary. If it does get traded, then miners are creating transfer inscriptions.

[叁佰油自由记录（SanBai）| 冠名就上薪火 @sanbaiusdt]

cmc上面更新dmt-nat信息啦✌️

快上交易所了？

https://t.co/5PFiIlJtIY

$dmt $nat

[无名 @liangsir8888]

$NAT 你最近硬的让我感觉到陌生！BTC在跌啊……大饼不要面子吗？
$NAT 硬邦邦，一直涨！这要是疯牛来了，你是不是真要上天了！

[加密情报站 @CryptoIntelPost]

从一个产品设计者的角度看Ordinals Wallet，确实有点太过于不思进取了，经常连最基本的挂单、购买都会崩溃，而且修复效率极低，一手好牌打得稀烂。

更推荐在satsx平台上交易 $NAT ,流畅、丝滑，你值得拥有！ (https://t.co/e5pHeMkXEX)

#TAP #NAT #BTC #TRAC

[叁佰油自由记录（SanBai）| 冠名就上薪火 @sanbaiusdt]

除了在Ordinals Wallet上，DMT-NAT也可以在SATX上交易（链接：https://t.co/hVI7YAAnZg）。

虽然目前支持DMT-NAT的主流平台不多，交易渠道有限，但这并不影响它的价格和每日成交量的上涨。等到TAP的一层Swap和跨链功能上线后，未来会有更多渠道可以进行买卖。（soon，就最近上线。）

教程如下图👇

In addition to Ordinals Wallet, DMT-NAT can also be traded on SATX (link: https://t.co/hVI7YAAnZg).

Although many mainstream platforms don't yet support DMT-NAT and trading options are limited, this hasn’t impacted its price or daily trading volume, both of which continue to rise. Once TAP’s layer-1 swap and cross-chain features are launched, there will be even more ways to buy and sell it in the future.

The tutorial is shown in the image below.👇

$nat $dmt

[加密情报站 @CryptoIntelPost]

@sanbaiusdt 一起加油

[加密情报站 @CryptoIntelPost]

兄弟辛苦了
过去这一年到现在nat真是千帆过尽，王者归来

[叁佰油自由记录（SanBai）| 冠名就上薪火 @sanbaiusdt]

BIG SWEEP ALERT 🧹🧹🧹

DMT-NAT目前一张14.5刀左右，市值1250万，再翻5倍，就不欠任何人了。🔥

$nat $dmt

[🌹 SMB 🌹 @Smb_Vc]

Runes is a bunch of fun but I think its clear based on the the way Casey talks about it that its a Bitcoin casino for meme coins.

It will be positive in the sense that it will bring increased liquidity to the bitcoin ecosystem. How much liquidity we will have to wait and see.

$TAP @tap_protocol will be the infrastructure platform for builders making high quality products, solving problems which BRC20's had and being a DeFi hub for Bitcoin. As well as all the fun stuff like Gaming, Digital matter theory and community projects.

[加密情报站 @CryptoIntelPost]

@hodlstrong_ #HODLStrong Cool

[加密情报站 @CryptoIntelPost]

@hodlstrong_ #HodlStrong LFG

[加密情报站 @CryptoIntelPost]

感谢兄弟一直以来的坚持，等待机会

[无名 @liangsir8888]

我只是感觉 $nat 很好，值得持有！潜力无限！ 并且一直在持续买入……但是 $nat 在我总仓位中，只是微乎其微！我没赌命……别误会！

[加密情报站 @CryptoIntelPost]

@pipe_chinese @kingpunkape bc1ptqsl8va5l0yamzgr7jx586lxr3fhjkrczt84r6a8lkmnfcutd34qjvausy

[资本你赢了 @MalaTuzai]

🎁抽10个 热门DMT生态nft白名单 @kingpunkape
(去看看该项目，有兴趣就参与，不保证能赚钱，dyor），DMT生态龙头nft natcats成本4油，现在一个6000+ ，越来越多的人都在参与建设dmt生态，这波铭文牛市必定从dmt开始
📷关注
@kingpunkape
@pipe_chinese
📷点赞转发此条推文
📷留下bc1p地址

[ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 @TheBlockRunner]

From episode: How to Build Value with Bitmap and NATs | Interview w/ WizOp of https://t.co/Y3ZOBtpaLH | Podcast #198
YouTube Link: https://t.co/lWs2H8Rfrw

📩 Sign up to receive Ordinal Takeover Newsletter 🚀 here: https://t.co/tkkyL6leke