Instituto de investigación Bitget: Las billeteras del gobierno alemán continúan vendiéndose y el mercado enfrenta una crisis de liquidez

En las últimas 24 horas, han aparecido en el mercado muchas monedas y temas nuevos y de moda, y es muy probable que sean la próxima oportunidad para ganar dinero.

Bitcoin (BTC) fell below $56,000 in the early trading hours, and the decline in 24 hours widened to nearly 5.8%, and fell to the lowest price since early May. Various selling information added up, making the market pessimistic and illiquid. Among them:

• The sectors with relatively strong wealth-creating effects are: ETH ecology, AI sector

• Hot search tokens and topics by users: Unisat, Hamster, Tapswap

• Potential airdrop opportunities include: Magic Eden Wallet, Movement

Data statistics time: July 5, 2024 4: 00 (UTC + 0)

1. Entorno de mercado

Bitcoin (BTC) fell below $56,000 in early trading, extending its 24-hour decline to nearly 5.8% and falling to its lowest price since early May. The sell-off came as wallets at defunct cryptocurrency exchange Mt. Gox showed signs of activity for the first time in a month, with the German government transferring more than $75 million to cryptocurrency exchanges, which were sent to Kraken and Coinbase, with an apparent intention to sell.

The combined effects of various selling information have made the market pessimistic and liquidity poor. Investors are advised to wait and see in the near future.

2. Sector generador de riqueza

1) The sector that needs to be focused on in the future: ETH ecosystem

razón principal:

• The Ethereum spot ETF listing and trading plan failed on July 4, causing some tokens in the Ethereum ecosystem to fall. However, there is still a chance that the Ethereum spot ETF will be listed and traded in mid-July, so some tokens in the Ethereum ecosystem may have a certain chance of oversold rebound.

• Bloomberg ETF analyst James Seyffart said on social media, Asset management company Bitwise has submitted a revised S-1 form for the Ethereum spot ETF, a few days ahead of the July 8 deadline. Other issuers are expected to submit more revised S-1 forms this week. We believe these products may be listed later next week or the week of the 15th.

Factores que afectan las perspectivas del mercado:

There are two core factors that affect the price of Ethereum ecosystem project tokens: 1. Whether the Ethereum spot ETF can be listed and traded in the near future, and 2. The regulatory attitude of the US SEC towards some projects. If the Ethereum spot ETF can be approved and listed for trading in mid-July, it will be a big positive for all Ethereum ecosystem projects. Otherwise, it may cause trading expectations to fail and lead to market sell-offs.

2) Sectores en los que hay que centrarse en el futuro: sector de la IA

razón principal:

• IO, ATH and other recently launched AI track infrastructure projects have received widespread attention from the market. Such projects as platforms can generate relatively stable cash flow. At the same time, as the core narrative of the global technology community, the AI track will also continue to raise the valuation of AI projects in the crypto industry.

• Due to the recent market decline, AI sector tokens have generally experienced a severe correction. The short-term blow to market sentiment has led to oversold prices. After the market recovers, the value return is expected to rebound strongly.

Factores que afectan las perspectivas del mercado:

• AI narrative: Projects such as IO and ATH are AI computing power supply platforms and belong to infrastructure projects. If such projects can form cooperation with the mainstream technology industry, such as reaching cooperation projects with companies such as Apple, Microsoft, and Nvidia, then the valuation of project tokens will naturally rise;

• Core data of ecological development: The cash flow of platform projects is relatively clear. If the platform demand can continue to develop healthily and generate stable cash flow, the valuation of platform tokens will enter a healthy development.

3. Búsquedas activas de usuarios

1) Aplicaciones populares

• Unisat

UniSat officially announced that it had completed its Pre-A round of financing in May this year, led by Binance. The specific amount of financing has not been disclosed. Unisat said that this strategic investment strengthened the existing technical and business partnership between the two parties and laid a solid foundation for further cooperation in the future. Previously, Inception Capital stated in May that it had participated in UniSats Pre-A round of financing.

2) Gorjeo

Hamster:

Hamster Kombat is a click game based on Telegram. Players can purchase replacement coins by clicking and other methods. Players play the role of the CEO of a cryptocurrency exchange. Just click on the hamster on the screen on Telegram to get coins. By earning coins to strengthen the exchange and upgrade hourly profits, you can get token airdrop rewards in the future. Players can also increase their income by subscribing to Telegram channels, inviting friends, etc. The number of users has exceeded 200 million, making it the third fastest application in history to reach 150 million users.

3) Región de búsqueda de Google

Desde una perspectiva global:

Tapswap:

Various tap-to-earn gaming apps on Telegram have been gaining popularity in the community since the beginning of 2024. TapSwap was launched on February 15, 2024, and users can earn in-game tokens by tapping and completing tasks. Today, the app has more than 50 million users worldwide, with nearly 1 million active users online.

De las búsquedas más candentes en cada región:

(1) Asian countries: The terms “why crypto is down today” and “greed and fear index” appeared at the top of the hot searches in many Asian countries, and investors were most concerned about the reasons for the market crash.

(2) European and American countries: There are no obvious hot spots. The tokens and terms on the top search lists of different countries are different. For example, Italian traders are paying attention to TAO, NOT, SOL, etc., German users are paying attention to SOL, LDO, and British users are paying attention to ETH, TAO, etc.

Potencial Airdrop Oportunidades

• Monedero mágico Eden

Magic Eden es un NFT muy conocido mercado, con inversiones de VC de peso pesado como Coinbase, Paradigm y Solana. Magic Eden tuiteó que el producto que acepta tokens en la billetera se lanzará más adelante en el tercer trimestre.

Magic Eden Wallet es su aplicación móvil. Además de obtener puntos de diamantes a través del comercio de NFT y otros métodos, Magic Eden pronto publicará un enlace de prueba para Magic Eden Mobile Wallet en su Twitter oficial para que los usuarios lo prueben. Esta también puede ser una forma de obtener airdrops.

How to participate: (1) Follow Magic Eden Wallet’s Twitter account (https://x.com/MagicEdenWallet) and set reminders; (2) When the account sends a test invitation link, you can quickly click in to use and test the App. Only a few thousand places are available each time.

• Movimiento

El equipo de desarrollo de blockchain Movement Labs se fundó en 2022 y anteriormente completó una ronda de financiación inicial de $3,4 millones en septiembre de 2023. Además de su producto estrella Movement L2, Movement Labs también lanzará Move Stack, un marco de capa de ejecución compatible con marcos acumulativos. como Optimismo, Polígono y Arbitrum.

El equipo de desarrollo de blockchain Movement Labs se fundó en 2022 y anteriormente completó una ronda de financiación inicial de $3,4 millones en septiembre de 2023. Además de su producto estrella Movement L2, Movement Labs también lanzará Move Stack, un marco de capa de ejecución compatible con marcos acumulativos. como Optimismo, Polígono y Arbitrum.

Recientemente, Movement Labs completó una ronda de financiación Serie A de $38 millones de dólares, liderada por Polychain Capital, con la participación de muchas instituciones conocidas como Hack VC, Foresight Ventures y Placeholder.

Más información sobre el Instituto de Investigación Bitget: https://www.bitget.fit/zh-CN/research

Bitget Research Institute se centra en los datos en cadena y en la extracción de activos valiosos. Extrae inversiones de valor de vanguardia a través del monitoreo en tiempo real de datos en cadena y búsquedas regionales, y proporciona información a nivel institucional para los entusiastas de las criptomonedas. Hasta ahora, ha proporcionado a los usuarios globales de Bitgets activos valiosos en las primeras etapas en múltiples sectores populares como [Arbitrum Ecosystem], [AI Ecosystem] y [SHIB Ecosystem]. A través de una investigación en profundidad basada en datos, se crea un mejor efecto de riqueza para los usuarios globales de Bitgets.

【Descargo de responsabilidad】El mercado es riesgoso, así que tenga cuidado al invertir. Este artículo no constituye un consejo de inversión y los usuarios deben considerar si las opiniones, puntos de vista o conclusiones de este artículo son adecuados para sus circunstancias específicas. La inversión basada en esta información es bajo su propio riesgo.

This article is sourced from the internet: Bitget Research Institute: German government wallets continue to sell off, and the market is facing a liquidity crisis and plummeting across the board

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