Bitget Research Institute: German government wallets continue to sell off, and the market is facing a liquidity crisis a

지난 24시간 동안 수많은 새로운 핫커런시와 토픽이 시장에 등장했고, 이것이 다음번 수익 창출의 기회가 될 가능성이 매우 높습니다.

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 pr얼음 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

• 잠재적인 일체 포함rdrop opportunities include: Magic Eden Wallet, Movement

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

1. 시장환경

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. 부를 창출하는 부문

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

주된 이유:

• 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 회사 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.

시장 전망에 영향을 미치는 요인:

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) Sectors that need to be focused on in the future: AI sector

주된 이유:

• 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.

시장 전망에 영향을 미치는 요인:

• 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 개발: 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. 사용자 핫 검색

1) 인기 Dapp

• 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) 트위터

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) 구글 검색 지역

글로벌 관점에서 보면:

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.

각 지역의 인기 검색어 중:

(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.

잠재적인 공중 투하 기회

• Magic Eden Wallet

Magic Eden is a well-known NFT 시장, with investments from heavyweight VCs such as Coinbase, Paradigm, and Solana. Magic Eden tweeted that the in-wallet token claiming product will be launched later in the third quarter.

Magic Eden Wallet is its mobile app. In addition to obtaining diamond points through trading NFTs and other methods, Magic Eden will soon release a test link for Magic Eden Mobile Wallet on its official Twitter for users to test. This may also be a way to obtain 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.

• 움직임

블록체인 개발팀 Movement Labs는 2022년에 설립되었으며 이전에 2023년 9월에 $340만 시드 자금 조달을 완료했습니다. Movement Labs는 주력 제품인 Movement L2 외에도 롤업 프레임워크와 호환되는 실행 계층 프레임워크인 Move Stack을 출시할 예정입니다. Optimism, Polygon 및 Arbitrum과 같은.

블록체인 개발팀 Movement Labs는 2022년에 설립되었으며 이전에 2023년 9월에 $340만 시드 자금 조달을 완료했습니다. Movement Labs는 주력 제품인 Movement L2 외에도 롤업 프레임워크와 호환되는 실행 계층 프레임워크인 Move Stack을 출시할 예정입니다. Optimism, Polygon 및 Arbitrum과 같은.

최근 Movement Labs는 Hack VC, Foresight Ventures 및 Placeholder와 같은 많은 유명 기관의 참여로 Polychain Capital이 주도하는 US$38백만 시리즈 A 자금 조달 라운드를 완료했습니다.

비트겟 연구소에 대한 자세한 정보: https://www.bitget.fit/zh-CN/research

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