過去 24 時間で、市場には多くの新しいホットな通貨やトピックが登場しており、これらが次の金儲けのチャンスとなる可能性が非常に高いです。
The annual rate of the unadjusted core CPI in June was 3.3%, lower than the market expectation of 3.4%, and fell to the lowest level since April 2021. As a related risk asset, Bitcoin fell due to the negative impact of U.S. stocks.
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The sectors with relatively strong wealth-creating effects are: Solana Meme, ETH ecology;
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Hot searched tokens and topics by users are: Nillion Network, Bitcoin;
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Potential airdrop opportunities include: Espresso, Mezo;
Data statistics time: July 12, 2024 4: 00 (UTC + 0)
1. 市場環境
The annual rate of the unadjusted core CPI in June was 3.3%, lower than the market expectation of 3.4%, and fell to the lowest level since April 2021. US technology stocks fell sharply yesterday, Nvidia closed down 5.57%, Tesla fell 8.44%, Meta fell more than 4%, Apple, Microsoft, Google and Amazon fell more than 2% respectively. Mainly due to the implementation of the expectation of interest rate cuts, the interest rates in the bond market will fall in the future, and prices will rise. Institutions began to withdraw from the overbought stock market and buy bonds instead. As a related risk asset, Bitcoin fell due to the negative impact of US stocks.
In the trading market, according to Arkham monitoring, in the past 24 hours, the German government wallet transferred out 10,627 bitcoins, and then recovered 4169 bitcoins from CEX. It currently still holds 9094 bitcoins (about US$522.29 million). At present, the impact of the remaining selling pressure on the market has weakened.
2. 富裕層セクター
1) Sector changes: Solana Meme (MOTHER, BODEN)
主な理由：
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DWFLabs announced its latest strategic partnership with Iggy Azalea, dedicated to supporting innovative projects in the Web3 space.
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US President Biden said at a press conference that he would not withdraw from the election.
Rising situation: MOTHER and BODEN rose by 10.8% and 21.32% respectively within 24 hours;
市場見通しに影響を与える要因:
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SOL token trend: In the Solana ecosystem, the trend of SOL tokens will affect the price of the entire ecosystem token, because many tokens on DEX are priced in SOL. Continue to pay attention to the price trend of SOL. If SOL maintains an upward trend, you can continue to hold SOL ecosystem assets.
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Increase or decrease in open interest: SOLs open interest rose yesterday, indicating an influx of hot money. Use the contract data on the tv.coinglass website to understand the movement of the main funds. First, look at the increase in net long positions on the contract; then look at whether the contract data shows a net increase in long positions, an increase in OI, and an increase in trading volume. If so, it means that the main force continues to buy up and can continue to hold.
2) Sectors that need to be focused on in the future: ETH ecosystem (ENS, ETHFI)
主な理由：
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Etherfis second season airdrop has been launched. Please check the website. The third season will last from July 1 to September 14, and 25 million ETHFI will be distributed.
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Bloomberg ETF analyst Eric Balchunas predicts that the US SEC may approve the spot Ethereum ETF on July 18.
市場見通しに影響を与える要因:
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The news about ETH spot ETF will directly affect the price of ETH and the trend of well-known projects in the ETH ecosystem. In addition, after the SEC announced that it believes that Lido and Rocket Pool staking projects are securities, whether it will further include SSV and other projects in the scope of securities considerations will also have a significant impact on the projects in this track.
3. ユーザーのホット検索
1) 人気のDapps
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Nillion Network
Nillion, a decentralized public network based on Nil Message Compute (NMC), announced that it has launched the second phase of Catalyst Convergence. This phase includes: supporting developers to build and deploy Blind applications on the network; using NIL tokens from its Faucet to promote projects; interacting directly with the test network and accessing SDK functions; using Petnet for secure storage and computing; using Blind computing to manage and process sensitive data; and deploying the Nada AI software package.
2) ツイッター
Bitcoin:
Affected by yesterdays CPI data, BTC has a certain decline in the past 24 hours. Todays Fear and Greed Index is 25, and the level has changed from fear to extreme panic.
3) Google検索地域
世界的な視点から：
Aerodrome:
Since the Base-based DEX Aerodrome announced that Coinbase Ventures acquired AERO tokens in the secondary market, it was found that the Coinbase Ventures address has purchased at least 4.7 million AERO (about $2.7 million). In addition, TradingVaults used by Coinbase Ventures also holds 1.5 million AERO (about $936,000). The last batch of purchases was completed 8 days ago, and all acquired tokens are locked in the Aerodrome ecosystem.
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. BTC has become the focus of market attention. In addition, the Ton ecological game project hamster kombat is on the list, and the market is paying attention to the airdrop opportunities of this project.
(2) There are no obvious characteristics in the hot searches in European and American countries. Coinbase, Crypto AI and other hot topics are on the list. There is no consensus on the tracks and projects that are being paid attention to. Bitget has become the CEX that British users are paying attention to.
潜在的 エアドロップ 機会
エスプレッソ
Espresso is a shared sorter market project that uses ZK-Rollups. The project mainly solves the consensus and interoperability between various Layer 2s. The core of Espressos strategy is to focus on privacy and decentralization, and the core members of the project are members of the Applied Cryptography Research Group at Stanford University.
The project recently announced the completion of a USD 28 million Series B financing, led by A16Z, with participation from Polychain, Coinbase Ventrues Sequioia, Sequioia, etc., making for a luxurious financing lineup.
Specific participation method: The project is currently in its early stages. Users can participate in the early project by participating in the verification node, and may obtain early airdrop qualities. For specific implementation, please refer to the official document: https://docs.espressosys.com/sequencer/guides/running-a-sequencer-node
メゾ
Mezo is a BTC Layer 2 project that focuses on the BTC ecosystem, helping BTC holders to transfer and manage money on the chain, and driving the development of the BTC DeFi system. Mezo recently announced the completion of a $21 million financing round, with participating institutions including Pantera Capital, Hack VC, Multicoin Capital and other leading institutions in the industry.
The official has already disclosed its BTC asset pledge plan and introduced a referral mechanism. There are strong expectations for the projects airdrops and it is currently in the initial stages of early operations.
Specific participation methods: 1) Visit the project official website and find the invite code in Discord; 2) Enter the invite code and link the unisat wallet; 3) Deposit BTC.
Bitget Research Instituteの詳細情報: https://www.bitget.fit/zh-CN/research
Bitget研究所は、オンチェーンデータに焦点を当て、価値ある資産を採掘することに重点を置いています。オンチェーンデータのリアルタイム監視と地域のホット検索を通じて最先端の価値投資を採掘し、暗号愛好家に機関レベルの洞察を提供します。これまで、Bitgetsのグローバルユーザーに、[Arbitrumエコシステム]、[AIエコシステム]、[SHIBエコシステム]などの複数の人気分野の初期段階の価値ある資産を提供してきました。徹底したデータ駆動型研究を通じて、Bitgetsのグローバルユーザーに優れた富の効果を生み出します。
銆怐免責事項銆慣市場にはリスクがあるため、投資する際には注意してください。この記事は投資アドバイスを構成するものではなく、ユーザーはこの記事の意見、見解、結論が特定の状況に適しているかどうかを検討する必要があります。この情報に基づく投資は、自己責任で行ってください。
This article is sourced from the internet: Bitget Research Institute: CPI data caused the US stock market to pull back, driving the overall decline in the crypto market
関連: Insight Data Issue 02 | OKX CoinGlass: 貴重なデータをマイニングし、成熟した取引思考を養うにはどうすればよいでしょうか?
暗号通貨市場では、データは常に人々が取引を決定するための重要なツールとなっています。データの霧を晴らし、取引の決定を最適化するための効果的なデータを発見するにはどうすればよいでしょうか。これは市場が引き続き注目しているトピックです。今回、OKXはInsight Dataコラムを特別に企画し、CoinGlassやAICoinなどの主流データプラットフォームと共同で、共通のユーザーニーズから始めて、市場の参照と学習のためのより体系的なデータ方法論を掘り起こすことを期待しています。以下は第2号で、OKX戦略チームとCoinGlass研究所が共同で、さまざまな取引シナリオで参照する必要があるデータの次元について議論しました。取引機会の捉え方や科学的な取引思考の養成方法などのトピックが含まれています。私たちは…
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