ビットゲット研究所：マウントゴックスの補償資産は売却され続けており、短期的な市場状況は悪い

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：

• The sectors with relatively strong wealth-creating effects are: Curve-related tokens (CRV, CVX), Meme sector (NEIRO);

• Hot search tokens and topics by users are: Morpho, Aptos;

• Potential airdrop opportunities include: Symbiotic, Mezo;

Data statistics time: August 2, 2024 4: 00 (UTC + 0)

1. 市場環境

The US ISM manufacturing PMI fell far more than economists expected in July, causing interest rates to fall to multi-month lows across the board. In addition, the number of first-time unemployment claims in the United States jumped to the highest level in about a year. Taken together, these data further confirm that the United States is on the verge of a monetary easing cycle by the Federal Reserve, which is a positive for risk markets in a sense.

Although the U.S. spot Ethereum ETF had a net inflow of $26.2 million and the spot Bitcoin ETF had a net inflow of $50.4 million yesterday, Bitcoin still maintained its downward trend and continued to fall sharply after reaching $70,000 this week. The price fell to a two-week low of $62,700 last night, and the short-term market conditions are poor.

2. 富を生み出すセクター

1) Sector changes: Curve-related tokens (CRV, CVX)

主な理由：

• The whale has withdrawn a total of 18 million CRV (US$4.68 million) from Binance and OKX in the past 30 hours, with an average price of US$0.26. At the same time, the whale who withdrew CRV from CEX yesterday withdrew another 5.5 million CRV (approximately US$1.51 million) from Binance.

Rising situation: CRV and CVX rose by 7.46% and 5.38% respectively in the past 24 hours;

市場見通しに影響を与える要因:

• Curve is still one of the best places for stablecoin bulk transactions, and it still maintains a good real profit. Its biggest problem is that its narrative is too old, and there are no new products or operations that excite the market. At the same time, the previous accidents and this liquidation decline inevitably make the market full of concerns. However, the price of CRV bought by many whales in OTC before was higher than 0.3 US dollars, so the current price of CRV is still attractive.

2) Changes in the sector: Meme sector (NEIRO)

主な理由：

• NEIRO has received a lot of support from KOLs, especially those in Japanese. With the help of KOLs with tens to hundreds of thousands of fans, such as @apipiro 22, @mikky_ 8080, @yukimaru_potty, @BrotherMKT, @KookCapitalLLC, and @OfficialTravlad, the price of NEIRO has also risen.

Rising situation: NEIRO rose 15% + against the trend on the day;

市場見通しに影響を与える要因:

• On-chain activity: The valuation of DeFi infrastructure depends on whether the chain can have a stable market share, that is, the number of active on-chain users and DEX trading volume, which has a huge impact on DEX, PERP, language machine, and liquidity staking projects of different public chains. Investors should pay close attention to this type of data so that they can judge the markets upward and downward revisions to their valuations;

• Impact on funding: After the launch of the Ethereum ETF, market funds began to gradually increase the liquidity of ETH. Affected by the increase in liquidity, related meme tokens may rise further in the future due to capital transmission.

3. ユーザーのホット検索

1) 人気のDapps

• Morpho

DeFi lending protocol Morpho has completed a $50 million financing round led by Ribbit Capital, with participation from a16z crypto, Coinbase Ventures, Variant, Pantera, Brevan Howard, BlockTower and Kraken Ventures. The specific valuation information has not been disclosed. Morpho is a lending protocol that combines the current liquidity pool model used in Compound or AAVE with the capital efficiency of the P2P matching engine used in the order book. Morpho-Compound improves on Compound by providing the same user experience, the same liquidity, and the same liquidation parameters, but with an increased APY due to peer-to-peer matching.

2) ツイッター

• アプトス

Yesterday, OKX Ventures and Aptos Foundation, a global blockchain leader, announced that they will jointly launch a new $10 million fund to support the growth of the Aptos ecosystem and the widespread adoption of Web3. The fund will be used to develop an accelerator program in partnership with Ankaa to drive the growth of high-quality projects and applications based on Aptos. Aptos is a scalable Layer 1 PoS blockchain that uses the Move programming language to make on-chain transactions more reliable, easy to use, and secure. The accelerator will provide selected Aptos ecosystem projects with risk support, focused guidance, marketing exposure, and a joint network of experts from OKX, Ankaa, and the Aptos Foundation.

3) Google検索地域

世界的な視点から：

Why is down today fear and greed index:

Yesterday, the US July ISM Manufacturing PMI fell far more than economists expected, causing interest rates to fall to multi-month lows. The VXX index rose by 13.55%, the markets risk aversion heated up, and crypto assets followed suit.

各地域の人気検索から：

(1) Hot topics in the CIS region include Tapswap. TapSwap is a Tap2Earn Mini App that was once liked by Telegram founder Pavel Durov. It was launched at the end of 2023 and was initially released on the Solana network. It was later transferred to the TON ecosystem. The overall popularity of the project is extremely high.

(2) There are also no obvious hot spots in Asia, but the Philippines has shown interest in US stocks such as Tesla and Nvidia.

(3) Latin America showed a higher interest in SOL and ETH, and AI project tracks appeared on the hot searches in Colombia and Argentina.

潜在的 エアドロップ 機会

• Symbiotic

Symbiotic is a general purpose restaking project that enables decentralized networks to bootstrap powerful, fully sovereign ecosystems. It provides a method for decentralized applications, called Active Validation Services or AVS, to collectively ensure the security of each other.

Symbiotic recently completed its seed round of financing, with Paradigm and Cyber Fund participating in the investment, with a financing amount of US$5.8 million.

How to participate: Go to the project鈥檚 official website, link your wallet, and deposit ETH and ETH LSD assets.

• 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。

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This article is sourced from the internet: Bitget Research Institute: Mt.gox compensation assets continue to be sold, and the short-term market conditions are poor

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