Bitget Research Institute: Los datos del IPC y del PPI de julio de EE. UU. se publicarán esta semana y el mercado corre el riesgo de caer
En las últimas 24 horas, han aparecido en el mercado muchas nuevas monedas y temas populares, que pueden ser la próxima oportunidad para ganar dinero. incluido:
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Sectors with strong wealth-creating effects are: New public chain sector, Solana Meme coin;
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Hot search tokens and topics among users are: SUI, Optimism;
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Potential airdrop opportunities include: Symbiotic, Yescoin;
Data statistics time: August 13, 2024 4: 00 (UTC + 0)
1. Entorno de mercado
In the past 24 hours, BTC fluctuated around $59,000, and the intraday fluctuations narrowed significantly, indicating that the staged rebound may encounter pressure. The ETH/BTC exchange rate has rebounded significantly. The community is worried that Bitgo may have centralization risks due to its control by Justin Sun; this directly caused WBTC to be weakly decoupled from BTC. AAVE directly closed the WBTC pool, and large investors directly sold WBTC on the chain for ETH, which led to a rebound in the exchange rate.
From a macro perspective, the United States will release the July PPI and CPI data on Tuesday and Wednesday of this week, with the PPI expected to grow by 0.2% monthly and the CPI expected to grow by 3.0% annually. According to CME data, the market currently predicts that the probability of the Federal Reserve cutting interest rates by 25 and 50 basis points in September is 49.5% and 50.5% respectively. The PPI and CPI data will greatly affect the markets prediction of the extent of future interest rate cuts, and the impact on the US dollar index and US bonds is more obvious. Crypto assets may have the risk of downward adjustment before the data is released, and investors need to be alert to the risks.
2. Sector creador de riqueza
1) Sector changes: New public chain sectors (SUI, SEI, APT)
razón principal:
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The new public chain sector has been falling and consolidating for a long time. In the environment of oversold market rebound, it was the first to attract the attention of funds;
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ETH has been too weak recently, and institutions have frequently sold ETH in the secondary market. Funds have deployed new public chains, and there is a consensus among funds.
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Grayscale recently launched SUIs crypto investment trust, which may directly bring in net capital inflows in the future
Rising situation: SUI, SEI, and APT rose by 71%, 21%, and 20% respectively in the past week;
Factores que afectan las perspectivas del mercado:
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ETH subsequent trend: ETH is the core competitor of the new public chain. If institutions continue to sell ETH and the ETH/BTC exchange rate continues to fall, funds will form a consensus that the next public chain ecosystem that can carry users is needed. Therefore, the layout space of the new public chain is generated;
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Trend of ecological assets: Pay attention to whether the tokens within the ecosystem follow the rise. For example, the rise of SUI tokens will lead to a general rise in its ecological assets. Generally speaking, the trend can continue. However, if SUI rises and the ecological tokens begin to fall, it will generally lead to a fall in the public chain tokens.
2) Los sectores en los que hay que centrarse en el futuro: SOL Meme Coin (WIF, BONK, POPCAT)
razón principal:
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The price of SOL is relatively stable, standing firmly at the integer mark of 140 US dollars; the DEX trading volume on Solana has reached a new high recently, and funds are relatively active, driving the rise of ecological projects.
Lista de monedas específicas:
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WIF: Solana ecosystem鈥檚 Meme coin, which was previously listed on Robinhood. The SOL token has risen, and generally the MEME coins at the top of Solana have risen more rapidly.
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BONK, POPCAT: Las monedas meme principales de Solana. El volumen de transacciones ha aumentado recientemente. La demanda de transacciones es relativamente alta y hay espacio para la distribución de tokens.
3. Búsquedas activas de usuarios
1) Aplicaciones populares
Optimism:
Optimism developers have unveiled a roadmap to build an interoperable communication layer between Layer 2 chains in their Superchain ecosystem, which will include a messaging protocol, a Superchain token standard (Superchain ERC 20), interoperable fault proofs, and a set of interoperable chains.
2) Gorjeo
SUI:
SUI has been active recently, rising 65% in the past 7 days. Grayscale launched new crypto investment products for SUI and TAO; a week ago, SUI will integrate the DAG-based consensus algorithm Mysticeti, which not only decouples latency from throughput, but also maintains extremely high throughput to improve network performance and security. The TVL of SUIs leading lending projects NAVI Protocol and Scallop have risen by +120% and +50% respectively in the past 7 days. With SUI subsidies, the USDC and USDT Supply APY on NAVI Protocol and Scallop have reached 15%-25%.
3) Región de búsqueda de Google
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Desde una perspectiva global:
SUI has been explained above.
De las búsquedas más candentes en cada región:
(1) In Asia: The event of Musk and Trump opening a Twitter Space attracted a lot of attention, and DOGE was on the hot search in Indonesia and Malaysia; the top hot search in Singapore was SHIB, followed by AI tokens OLAS and FET; RWA Crypto and ONDO tokens were on the hot search in Hong Kong, Vietnam, the Philippines and Singapore.
(2) In European and American countries, the hot search terms are relatively scattered and have no universal characteristics. For example, in France, MAGA, ORDI, SUI, and VRA are on the hot search list; in Belgium, SHIB and ONDO; in Switzerland, RENDER, CELO, FLOKI, and PEPE are on the hot search list.
(3) In addition to the TON ecosystem buzzwords in the CIS region, Solana ecosystem LST projects Sanctum and Debank also became popular searches in Russia.
Potencial Airdrop Oportunidades
Symbiotic
Symbiotic is a general-purpose Restaking project that has completed its seed round of financing, with Paradigm and Cyber Fund participating in the investment. The financing amount is US$5.8 million, and Symbiotics TVL has exceeded $1 B.
The project has launched its development network on the Ethereum Holesky testnet, with a mainnet launch planned for later in Q3. The team noted that projects including Ethena, LayerZero, and Bolt are already exploring the platform, which also features a customizable modular design that can accommodate any combination of tokens as collateral for re-hypothecation.
Specific participation method: Go to the projects official website, link your wallet, and deposit ETH and ETH LSD assets. Currently, Symbiotics pledge quota is full, and you can wait for the project to open the deposit quota next time.
Moneda Yescoin
El proyecto de alto tráfico de la aplicación TG Mini, Yescoin, celebrará el Yes Summer a partir de agosto. El anuncio del evento Yes Summer cooperará con una gran cantidad de participantes del proyecto y billeteras de intercambio para distribuir un total de 1 000 000 USD en recompensas: https://x.com/Yescoin_Fam/status/1818913140295581817
Actualmente trabajando con Bitget Wallet: https://x.com/BitgetWallet/status/1821870001504317941, puedes obtener futuros airdrops de tokens y 100,000 recompensas de $BGB al completar actividades como abrir cofres del tesoro, invitar amigos y aprender blockchain en Bitget Wallet.
Enlace original: https://www.bitget.fit/zh-CN/research/articles/12560603814253
"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: The U.S. July PPI and CPI data will be released this week, and the market is at risk of falling in the short term due to risk aversion
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