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比特币飞哥
并非全线无差别下跌，有真实收入和产品逻辑的DeFi龙头逆势走强：UNI涨4.4%至7.31美元（一周累涨18%），逻辑是DEX抢占CEX份额+协议费用销毁；LIT大涨19.5%，因计划向CFTC申请DCM/DCO牌照，打开合规化叙事。借贷板块24小时涨7.25%，跑赢大盘。
相比之下，PayFi板块跌4.86%（ZEC跌12.42%），Layer2跌2.29%，DeFi整体跌2.25%（AAVE跌5.77%）。
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