過去24時間で、市場には多くの新しい人気通貨やトピックが登場しており、これが次の利益獲得のチャンスとなるかもしれません。 含む:
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The sectors with relatively strong wealth creation effects are: well-known Meme and ETH ecological projects
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Hottest tokens and topics searched by users: Raydium, BGB, ETH Spot ETF
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Potential airdrop opportunities include: Fuel, DeBank
Data statistics time: July 9, 2024 4: 00 (UTC + 0)
1. 市場環境
The market continued to fluctuate yesterday, with BTC fluctuating in a narrow range of $55,000 to $57,500, with a certain amount of intraday trading space. The German government continued to transfer BTC to centralized exchanges, which was interpreted by the market as continued selling pressure. However, the US BTC spot ETF showed a net inflow for two consecutive trading days, with a single-day net inflow of up to $296 million yesterday, the third highest single-day net inflow since June. The BTC contract rate turned positive, indicating that funds were buying BTC spot and contracts, and funds were flowing back to the crypto market in the short term.
On the macro level, the market is paying attention to the US CPI data to be released on Thursday, which is expected to grow by 3.1% month-on-month. If it is lower than 3.1%, the probability of the Fed cutting interest rates in September may increase significantly, which is good for the crypto market. In addition, several institutions have submitted revised ETH spot ETF S-1 forms. The ETH ETF may be approved in July, so you can pay attention to the performance of ETH.
2. 富裕層セクター
1) セクターの変化: よく知られているミーム (BONK、PEPE、BOME)
主な理由:
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ETHやSOLなどの優良トークンが反発し始めました。
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The markets attention to the Meme coin sector has increased, Bithumb has launched BRETT, and Justin Sun and the founder of IOSG have expressed their attitudes towards Meme coins.
Rising situation: BONK, PEPE, and BOME rose by 21.4%, 12%, and 9.8% respectively within 24 hours;
市場見通しに影響を与える要因:
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Price token trend: For BONK, the trend of SOL token will affect the price of BONK, because BONK on DEX is denominated in SOL. Keep an eye on the price trend of ETH and SOL. If ETH and SOL maintain an upward trend, you can continue to hold Meme assets in the relevant ecosystem.
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Increase or decrease in open interest: Check the contract data on the tv.coinglass website to understand the movement of major funds. In the past 24 hours, the open interest of BONK has surged by 70%, mainly due to the increase in net long positions. The account long-short ratio has fallen below 1, indicating that major funds have opened long positions in BONK through contracts. In the future, you can continue to pay attention to changes in contract data.
2) Sectors that need to be focused on in the future: ETH ecosystem projects (UNI, LDO, PEPE)
主な理由:
Many institutions have submitted S-1 forms for ETH spot ETFs. The S-1 documents for ETH spot ETFs may be approved by the SEC in July. ETH ecological assets may have room for speculation. Recently, the track has experienced a large correction and has fallen out of layout space;
特定の通貨リスト:
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UNI: ブロックチェーン アプリケーションの最初の DeFi スワップ プロジェクト。Uniswap の過去の平均日次収益は約 $100 万で、かなりの収入です。
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LDO: The leading LSD project in the ETH ecosystem, with a TVL of 29.6 billion US dollars and a valuation of less than 1.6 billion US dollars, is relatively undervalued;
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PEPE: 現在、ETH エコシステムで最も注目されているミームコインです。非常に強力なコミュニティ基盤があり、ETH 価格とともに上昇し続ける可能性があります。
3. ユーザーのホット検索
1) 人気のDapps
Raydium:
Yesterday, the Solana ecosystem DEX Raydium protocol fees reached 2.5 million US dollars, surpassing the Ethereum network protocol fees (1.36 million US dollars) and the Solana network protocol fees (1.15 million US dollars) to rank second.
2) ツイッター
BGB:
Yesterday, Bitget launched the BGB/USDT contract trading pair with a maximum leverage of 50 times. A week ago, on July 1, Bitget announced the upgrade of the BGB smart contract address to further enrich the rights and interests of BGB holders, expand its use scenarios in decentralized applications such as DeFi, DEX, and GameFi, and provide more value and opportunities for BGB holders.
3) Google検索地域
世界的な視点から:
ETH Spot ETF:
On July 8, according to the filing documents of the U.S. Securities and Exchange Commission (SEC), VanEck has submitted its Ethereum spot ETF S-1 revised registration statement, intending to rename VanEck Ethereum Trust to VanEck Ethereum ETF. On July 9, according to The Block, after VanEck submitted the revised S-1 registration statement, 21 Shares, BlackRock, Fidelity, Franklin Templeton and Grayscale also submitted revised S-1 registration statements before the deadline.
各地域の人気検索から:
(1) There are no obvious characteristics in the Google Trends hot searches of Asian countries, but it is worth noting that SLP appeared in the hot searches in the Philippines. At the same time, the Philippine stablecoin PHPC was launched on Ronin yesterday. This shows that the game public chain and the entire GameFi sector have very high traffic and recognition in the Philippines.
(2) There are no obvious characteristics in the hot searches of European and American countries. For example, the hot searches of China should be BLAST, VET, and JUP, while those of the United States are MAGA, XAI, etc. Each country is different, which shows that there is a lack of hot spots in the current market.
潜在的 エアドロップ 機会
燃料
Fuel is a UTXO-based modular execution layer that brings globally accessible scale to Ethereum. As a modular execution layer, Fuel can achieve global throughput in a way that monolithic chains cannot, while inheriting the security of Ethereum.
In September 2022, Fuel Labs successfully raised $80 million in a round of financing led by Blockchain Capital and Stratos Technologies. Multiple leading investment institutions invested, such as CoinFund, Bain Capital Crypto and TRGC.
Participation method: You can directly deposit the tokens accepted by Fuel into the points you have earned. Participants can earn 1.5 points per day for every $1 they deposit in the following assets:
Points: ETH, WET, eETH, rsETH, rETH, wbETH, USDT, USDC, USDe, sUSDe and stETH; From July 8th to 22nd, depositing ezETH will earn you 3 points per day.
デバンク
DeBank is a multi-chain DeFi portfolio tracker that supports DeFi protocols across multiple chains. DeBank also announced last year that it would launch the DeBank Chain based on OP Stack, and the mainnet will be launched in 2024.
Yesterday, DeBank announced that DeBank XP had been snapshotted at 8:00 am Beijing time on July 4. All active addresses have the opportunity to claim the initial XP airdrop. The initial XP of each address will be confirmed by its on-chain assets, credit, and Web3 social ranking on DeBank. The XP claim page is already available on DeBank, and the claim will last for one month.
オリジナルリンク: https://www.bitget.com/zh-CN/research/articles/12560603812485
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This article is sourced from the internet: Bitget Research Institute: BTC contract rate turns positive, indicating that funds are buying in the short term, and many institutions submit ETH spot ETF S-1 forms
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