BEAT 7 月 30 日上漲 4.21%，反彈行情面臨 8 月 1 日供應變化考驗

BEAT rose 4.21% as technical momentum improved, but near-term positioning is dominated by a reported Aug 1 cliff token unlock (~$75M). The unlock is material versus recent spot turnover and can increase sell-side liquidity, making absorption and venue depth the key risk variables. Market focus is on whether price can hold current support while supply increases, rather than on confirmed product catalysts.