BTC 重返 8 萬但非農 NFP再測關口——本週定調為「ETF 回流與宏觀數據拉鋸、機構通道與監管細則並行」
週四～週一三線並陳：（1）BTC 9/3 重返 8 萬、現貨 ETF 單日吸金 7.31 億美元，9/5 美國非農 NFP超預期再跌破 8 萬、升息押注升溫；（2）監管／合規：台灣金管會研擬九項 VASP 子法目標 2027 Q1 上路、FinCEN 警示東南亞詐騙園區 127 億美元涉虛擬資產、韓國 2027 證券代幣化三階段；（3）機構通道：渣打阿聯酋推 BTC/ETH 機構現貨（首家 G-SIB）、Polymarket 永續期貨 20 倍槓桿上線；（4）Robinhood Chain 9/4 短暫傳故障，Arbitrum 澄清主網未停機、主因為 L1 資料提交延誤。
BTC 收 $80,091（7d +3.1%）、ETH $2,511（+3.9%），全球市值約 2.71 兆、BTC 市占 59.2%。Fear & Greed 本日 71（Greed）、週均 69.7，自週四 65 回升。穩定幣總市值 312.16B（WoW +0.51%）；USDe 4.37B（WoW +7.39%）、PYUSD 2.91B（+5.27%）。BTC ETF 本窗口（4 交易日）週成交額約 117.2 億美元（較上週 -34.9 億）、ETH ETF 約 28.6 億（-18.7 億）。Hyperliquid Perps 7 日量約 962 億、占鏈上永續 61.6%。Cardano 鏈 TVL 約 6,533 萬美元（7d +13.23%，週四約 6,315 萬）、DEX 24h 約 165 萬美元；ADA 週線 +16.1%。
Nasdaq 週漲 +0.4%、VIX 14.5 偏低，但非農 NFP超預期令 BTC 週末再測 8 萬支撐；Fed 理事 Waller 對 8 月 CPI 釋鴿，FOMC 9/15–16 前宏觀仍主導短線。MSTR（+12.17% 週）波動仍大於 BTC，週四報告時 MSTR 週線 -2.87% 已反轉；CRCL（+17.11%）、HOOD（+17.12%）呼應穩定幣／Robinhood 敘事，COIN（+3.36% 週、-4.18% 日）則反映交易所股高 Beta。
8 月 CPI 公布與 FOMC 9/15–16；Robinhood Chain 穩定性與 Lighter Perps 量能否延續；台灣 VASP 九項子法進度；Cardano 9/6 治理提案（DRep 配對、Executive Governance）投票節奏；Aave V4 USDe 上架 Avalanche Direct-to-AIP；至週四報告前 BTC 能否站穩 8 萬。
共 10 則產業消息 · 點「展開」閱讀
數據截至 2026/09/07 09:03（台北）
加密貨幣市值前二十（CoinGecko；漲跌 7d / 30d）
| # | 標的 | 價格 | 市值 | 7d | 30d |
|---|---|---|---|---|---|
| 1 | BTC Bitcoin | $80,091 | $1.61T | +3.10% | +23.40% |
| 2 | ETH Ethereum | $2,511 | $306.4B | +3.90% | +31.20% |
| 3 | USDT Tether | $1.00 | $183.4B | 0.00% | 0.00% |
| 4 | BNB BNB | $750.35 | $99.9B | +9.60% | +26.70% |
| 5 | XRP XRP | $1.42 | $88.9B | +4.30% | +38.80% |
| 6 | USDC USDC | $1.00 | $74.5B | 0.00% | 0.00% |
| 7 | SOL Solana | $105.95 | $62.1B | +4.20% | +43.90% |
| 8 | TRX TRON | $0.34 | $31.8B | -0.30% | +2.30% |
| 9 | FIGR_HELOC Figure Heloc | $1.05 | $23.5B | +5.50% | +4.90% |
| 10 | ZEC Zcash | $1,194 | $20.2B | +42.70% | +133.60% |
| 11 | HYPE Hyperliquid | $87.54 | $19.5B | +9.40% | +61.90% |
| 12 | DOGE Dogecoin | $0.09 | $14.2B | +10.70% | +30.50% |
| 13 | RAIN Rain | $0.02 | $11.9B | +0.20% | +31.50% |
| 14 | XMR Monero | $538.80 | $10.1B | +10.70% | +42.40% |
| 15 | LINK Chainlink | $13.15 | $9.8B | +18.00% | +60.70% |
| 16 | USDS USDS | $1.00 | $9.8B | 0.00% | 0.00% |
| 17 | WBT WhiteBIT Coin | $73.83 | $8.7B | +3.30% | +31.60% |
| 18 | LEO LEO Token | $9.40 | $8.6B | -2.10% | -3.60% |
| 19 | ADA Cardano | $0.22 | $8.4B | +16.10% | +11.40% |
| 20 | XLM Stellar | $0.19 | $6.5B | +7.70% | +16.60% |
CoinGecko Trending：SHRUB FIRO PONS ZEC JUP ZCAT TAO
| 代號 | 資產 | 週成交額 | 較上週 |
|---|---|---|---|
| IBIT | BTC | $9.84B | −$2.95B |
| ETHA | ETH | $2.48B | −$1.79B |
| FBTC | BTC | $1.02B | −$331.7M |
| GBTC | BTC | $516.4M | −$48.1M |
| ETHE | ETH | $195.3M | −$28.2M |
| FETH | ETH | $188.1M | −$49.7M |
| BITB | BTC | $187.7M | −$113.1M |
| ARKB | BTC | $155.7M | −$41.0M |
DefiLlama 鏈上流通，所有掛鉤、美元計價 · 美元掛鉤 $310.6B · 追蹤6幣 $270.5B（86.7%）
歷年鏈上流通（月資料點，DefiLlama）。上圖看總量趨勢，下圖看追蹤幣種結構。
穩定幣總市值
追蹤六幣＋其他（堆疊，單位十億美元）
追蹤六幣（佔全部穩定幣）。WoW / MoM 為週／月變化。
| # | 穩定幣 | 流通 | 市占 | WoW | MoM | 機制 |
|---|---|---|---|---|---|---|
| 1 | USDT Tether | $183.38B | 58.7% | -0.00% | -0.05% | 法幣儲備 |
| 2 | USDC USD Coin | $74.71B | 23.9% | +0.72% | +3.76% | 法幣儲備 |
| 3 | DAI Dai | $4.81B | 1.5% | +0.24% | +0.25% | 加密抵押 |
| 4 | USDe Ethena USDe | $4.37B | 1.4% | +7.39% | +12.46% | 加密抵押 |
| 5 | PYUSD PayPal USD | $2.91B | 0.9% | +5.27% | +6.32% | 法幣儲備 |
| 6 | FDUSD First Digital USD | $0.33B | 0.1% | +0.59% | -4.93% | 法幣儲備 |
Paymentscan · Spend 口徑（實際刷卡／結算，非 top-up）· 24 個方案
交易 11,030,517 筆（Sep 2026 截至抓取日約 $0.21B、1,884,659 筆，月未結算僅供參考）
追蹤 Paymentscan 收錄的約 23 個加密支付卡方案（Spend 口徑，含部分 issuer 自報 offchain）；不含 Coinbase Card、Crypto.com Card 等未納入項目。
追蹤方案月消費額（十億美元；僅完整月，未結算月見上方備註）
| # | 卡方案 | Sep 2026 | 累計 |
|---|---|---|---|
| 1 | RedotPay | $70.62M | $6.25B |
| 2 | EtherFi | $25.44M | $0.82B |
| 3 | KAST | $17.74M | $0.74B |
| 4 | Wirex One | $10.17M | $0.07B |
| 5 | Karta | $7.63M | $0.28B |
| 6 | Kolo | $3.58M | $0.10B |
| 7 | Tria | $2.83M | $0.15B |
| 8 | Gnosis Pay | $1.37M | $0.20B |
數據截至 2026/09/07 09:03（台北）
Circle、Coinbase、Strategy（MSTR）、BitMine 等：交易所／穩定幣／持幣公司／礦企（Yahoo Finance）
| # | 標的 | 價格 | 市值 | 1d | 7d | 30d |
|---|---|---|---|---|---|---|
| 1 | MSTR Strategy（微策略） | $142.80 | — | -1.39% | +12.17% | +47.44% |
| 2 | COIN Coinbase | $184.64 | — | -4.18% | +3.36% | +26.98% |
| 3 | CRCL Circle | $102.05 | — | -1.14% | +17.11% | +61.27% |
| 4 | HOOD Robinhood | $122.11 | — | -2.09% | +17.12% | +34.62% |
| 5 | BMNR BitMine | $24.97 | — | -5.60% | +4.92% | +36.45% |
| 6 | MARA Marathon | $11.31 | — | -2.50% | +6.00% | +6.20% |
| 7 | RIOT Riot | $21.80 | — | +3.12% | +14.80% | +2.78% |
| 8 | CLSK CleanSpark | $12.69 | — | +0.87% | +8.83% | -0.47% |
| 9 | WULF TeraWulf | $16.51 | — | +1.73% | +7.56% | -6.30% |
| 10 | HUT Hut 8 | $93.55 | — | +6.19% | +17.79% | +3.19% |
與現貨幣不同，美股還反映監管、財報、槓桿；不宜直接等價於 BTC 漲跌。
數據截至 2026/09/07 09:03（台北）
ADA＋生態相關專案（有報價才列，如 Midnight／NIGHT）；鏈上 TVL／DEX 為 DefiLlama Cardano；協議為原生 DeFi 前幾名
Curated 重點（Partner chain／主流 DeFi token）；無報價或市值過低者不列。
| 專案 | 角色 | 價格 | 市值 | 1d | 7d | 30d |
|---|---|---|---|---|---|---|
| NIGHT Midnight | Partner chain（隱私） | $0.02 | $403M | +8.18% | +31.50% | +27.10% |
| MIN Minswap | DEX | $0.00 | $6M | +2.72% | +9.60% | +10.80% |
| LQ Liqwid | Lending | $0.24 | $5M | +3.58% | +14.80% | +30.10% |
| INDY Indigo | CDP／穩定幣 | $0.11 | $2M | +0.84% | +14.80% | +9.60% |
Cardano 原生 DeFi（單鏈 TVL、DefiLlama）
| 協議 | 類別 | TVL | 7d |
|---|---|---|---|
| Minswap DEX | Dexs | $15.36M | +8.50% |
| Liqwid | Lending | $12.4M | — |
| Dano Finance | Dexs | $6.79M | +99.40% |
| Djed Stablecoin | Dual-Token Stablecoin | $5.53M | +9.97% |
| Splash Protocol | Dexs | $4.73M | +48.63% |
| Indigo | CDP | $4.47M | +9.77% |
| Surf Lending | Lending | $3.32M | — |
| WingRiders | Dexs | $2.94M | +9.02% |
本週 RSS 未命中明確 ADA／Cardano 新聞；可對照生態專案、協議 TVL 與論壇治理節奏。
數據截至 2026/09/07 09:03（台北）
涵蓋區間：2026/08/24–2026/09/07（前二週）
| 網路 | 事件 | 時間 | 狀態 | 重點 | 影響 |
|---|---|---|---|---|---|
| Solana | Solana Changelog: August 20, 2026 | 2026-08-24 | 官方公告 | Feature gates reduced mainnet slot times from 400ms to 350ms, while Agave, Firedancer, and SOL Kit shipped updates. | official · L1/L2 |
| Solana | Solana Changelog: August 27, 2026 | 2026-08-28 | 官方公告 | V1 Transactions are approaching, while a 300ms slot-time feature gate reached Mainnet and new releases shipped across SOL tooling. | official · L1/L2 |
| Ethereum | Lido: Proposal: Add Easy Track factory for Deposit Reserve Target management by CMC | 2026-08-25 | 官方公告 | TL;DR Add new SetDepositsReserveTarget Easy Track factory, letting the CMC adjust Lido.depositsReserveTarget via Easy Track motion, capped at 9600 ETH . Parameter Value Trusted caller CMC multisig (5/9) 0x2570e0b22AD9045 | official · Liquid Staking |
| Ethereum | Open-source TypeScript module for Aave V3 Health Factor evaluation | 2026-08-25 | 官方公告 | Hi everyone, I’ve been working on define-kit, an open-source TypeScript toolkit for deterministic DeFi position evaluation. The first position module is for Aave V3 Health Factor. The main idea is to separate protocol re | official · Lending |
| Ethereum | Aave V3: [Direct-to-AIP] Safety Module August 2026 - Allowance Update | 2026-08-28 | 官方公告 | title: [Direct-to-AIP] Safety Module August 2026 - Allowance Update author: @TokenLogic created: 2026-08-28 Simple Summary Top up the AAVE allowance funding stkAAVE rewards such that it covers everything stakers have alr | official · Lending |
| Ethereum | Aave V3: Aave v3-v4 liquidation bot | 2026-08-30 | 官方公告 | I spent several months building and running a liquidation system for Aave V3 and V4 across Ethereum, Arbitrum and Base. I have written up how it works and am attaching it here. There is a lot of public material on MEV in | official · Lending |
| Ethereum | Lido: Curated Module Committee (CMC) reporting thread | 2026-09-01 | 官方公告 | This is forum thread is created to provide Lido DAO members with the clear information about actions taken by Curated Module Committee (CMC) and future plans. 4 posts - 2 participants Read full topic | official · Liquid Staking |
| Ethereum | Aave V3: [Direct to AIP] Onboard USDe to Aave V4 Core Instance on Avalanche | 2026-09-01 | 官方公告 | Title: [Direct to AIP] Onboard USDe to Aave V4 Core Instance on Avalanche Author: @AaveLabs Date: 2026-09-01 Summary This proposal seeks to onboard USDe to the Aave V4 Core Instance on Avalanche. This proposal follows th | official · Lending |
| Optimism | Maintenance Upgrade Proposal: Unichain ProxyAdmin Owner Transition to Standard Optimism Governance | 2026-09-02 | 官方公告 | Proposal Type: Maintenance Upgrade Proposal Voting Cycle: Off-cycle (Special Voting Cycle, subject to the standard veto period) Executive Summary This proposal transitions the ProxyAdmin Owner of Unichain Mainnet (chain | official · L1/L2 |
| Ethereum | Aave V3: [Direct-to-AIP] August/September 2026 - Funding Update | 2026-09-05 | 官方公告 | title: [Direct-to-AIP] August/September 2026 - Funding Update author: @TokenLogic created: 2026-09-01 Summary This publication presents the August Funding Update, consisting of the following key activities: Acquire GHO t | official · Lending |
| Cardano | Cardano: Find your DRep: answer 10 real governance votes, see which DReps voted like you | 2026-09-06 | 官方公告 | DRepTalk now has a matching quiz at https://dreptalk.com/match The idea is simple. Instead of reading through hundreds of DRep profiles, you answer 10 questions. Each question is a real, completed governance action from | official · L1/L2 |
| Cardano | Cardano: # EXECUTIVE GOVERNANCE PROPOSAL | 2026-09-06 | 官方公告 | From Ecosystem Funding to Measurable Commercial Adoption Proposal for a Mandated, Funded, and Measurable Enterprise Go-to-Market Mechanism for Cardano Recipients: Cardano Governance · dReps · Stake Pool Operators (SPOs) | official · L1/L2 |
橫條為 TVL（十億美元）；顏色依 7 日增減
數據截至 2026/09/07 09:03（台北）
TVL 前十 DeFi 協議（排除 CEX；單位：十億美元）
| 協議 | TVL | 7d | 鏈 |
|---|---|---|---|
| Reservoir Protocol CDP | $0.06B | +193.29% | Monad, Ethereum, Plasma |
| Rhea Lend Lending | $0.09B | +149.12% | Near |
| RockawayX Risk Curators | $0.29B | +45.33% | Ethereum, Solana, Sei |
| Robinhood Chain Bridge Canonical Bridge | $0.68B | +42.82% | Ethereum |
| Lighter Robinhood Perps Derivatives | $0.06B | +40.72% | Robinhood Chain |
| Plume Vaults RWA | $0.14B | +30.02% | Plume Mainnet, Ethereum, Solana |
| Fluid Lite Yield Aggregator | $0.23B | +27.06% | Ethereum |
| USD AI RWA Lending | $0.28B | +24.29% | Arbitrum |
近 7 日成交前十（十億美元）
鏈上 Perp DEX 近 7 日合計約 $156.3B（DefiLlama 衍生品板塊）。TVL 優先取協議本身；若無則合計同一 parent／同名生態（如 Bridge／HLP）；仍無則標「未揭露」。
| 協議 | TVL | TVL 7d | 24h 量 | 7d 量 | 7d 市占 | 量 7d | 鏈 |
|---|---|---|---|---|---|---|---|
| Hyperliquid Perps | $7.02B 專案合計 | +1.62% | $14.3B | $96.26B | 61.6% | +8.57% | Hyperliquid L1 |
| Aster Perps | $855.6M 專案合計 | +10.15% | $2.52B | $17.32B | 11.1% | +4.67% | Off Chain |
| Variational | 未揭露 | — | $1.71B | $10.88B | 7.0% | +16.39% | Arbitrum |
| Lighter Perps | $667.2M 專案合計 | +2.23% | $1.09B | $7.42B | 4.7% | +3.19% | zkLighter, Robinhood Chain |
| edgeX V2 | $69.7M 專案合計 | -2.43% | $0.6B | $4.11B | 2.6% | +1.46% | edgeX L1 |
| Grvt Perps | $39.4M 專案合計 | +14.28% | $0.44B | $3.03B | 1.9% | +1.57% | GRVT |
| Antarctic | $9.5M | +3.63% | $0.34B | $2.32B | 1.5% | +6.86% | Off Chain |
| Lighter Robinhood Perps | $64.7M | +40.72% | $0.3B | $1.69B | 1.1% | +69.55% | Robinhood Chain |
| QFEX | 未揭露 | — | $0.22B | $1.65B | 1.1% | -15.38% | Off Chain |
| Extended Perps | $118.8M | -0.45% | $0.18B | $1.22B | 0.8% | +9.52% | Ethereum, Starknet |
資料來源
查詢時間：2026-09-07 09:03 台北
TradingView Lightweight Charts：滾輪縮放、拖曳平移；價格／RSI／MACD 同一時間軸。資料：Yahoo Finance（BTC／ETH／BNB／SOL／ADA／LINK／HYPE／Lighter 日線）
RSI(14)：相對強弱指標，用近 14 日漲跌幅度衡量超買／超賣。一般 >70 偏超買（動能過熱、留意回檔）、<30 偏超賣（賣壓過重、留意反彈）；中段多為盤整。加密貨幣波動大，區間可當參考而非絕對買賣訊號。
MACD(12,26,9)：指數平滑異同移動平均線。MACD 線＝快線 EMA12−慢線 EMA26，訊號線＝MACD 的 EMA9，柱狀圖＝MACD−訊號。柱由負轉正／MACD 上穿訊號線，常視為動能轉多；反之轉空。與價格背離時更值得留意趨勢轉折。