작성자: 상2046
이 보고서에 언급된 시장, 프로젝트, 통화 등에 대한 정보, 의견 및 판단은 참고용일 뿐이며, 어떠한 투자 조언도 구성하지 않습니다.
마켓 위크
BTC adjusted more sharply last week, falling 10.87% and fluctuating 16.44%, breaking through the new high consolidation range. The lowest point was $53,400, which was nearly 28% lower than the highest point. Doubts about whether the bull market is still there have further intensified.
We tend to believe that we are still in a bull market structure, but before the US interest rate cut is clear, market liquidity faces unprecedented challenges, coupled with the debt repayment factor of the rapid rise in March this year, there will be a relatively long downward adjustment. Overall, this will make time and space for the bull market in the macro rhythm of the big interest rate cut next year.
연방준비제도와 경제 데이터
Last week, the unemployment data released by the United States was higher than expected. UBS still believes that a rate cut in September is a high probability event, and a soft landing of the US economy may have become a reality. This Thursday, the US CPI for June will be released. If it continues to be lower than expected, the possibility of a rate cut in September will continue to increase.
자금 조달
All signs show that Asian funds dominated this round of short-selling. They took full advantage of the market news that the German government and Mt.Gox disposed of a total of 190,000 BTC, chose to launch an offensive on Thursday when the US market was closed for the Independence Day, and superimposed the normal window period of the weekend.
First, although Chicago CME occupies the top position in the contract market with a BTC contract holding of $7 billion, Binance鈥檚 daily contract trading volume is currently three times that of CME. Together with the top-ranked Bybit, Bitget and OKX, Asian contract exchanges have recorded a total trading volume that is six times that of CME.
Second, in terms of the inflow of US dollar stablecoins, the US compliant stablecoin USDC reversed its decline over the past year and received a total inflow of US$1.378 billion. However, USDT, which has always played a major role in net inflows and is more commonly used by Asian investors, saw a net outflow of US$586 million. This abnormal phenomenon has never happened in the past year.
Driven by the strong inflow of USDC, stablecoins finally received a net inflow of US$570 million last week, a sharp reversal of the net outflow of US$600 million in the previous week.
Third, U.S. spot ETFs achieved net inflows on three of the five trading days throughout the week. On Friday, the second day of the big drop, they saw a net inflow of $143 million on a single day, bringing the total inflow for the week to $237 million.
On the exchanges side, stablecoins added $900 million.
칩 공급
Short-term investors sold 6,000 BTC at a loss of $520 million on July 5, and the pressure has reached the level of the last wash-out period in August and September last year.
Long-term investors sold a total of 1,000 last week, while miners continued to sell off, reducing their inventory by 2,000. At the same time, exchanges added more than 6,000 BTC to their holdings, totaling 2.975 million, indicating that there is still considerable upward pressure in the short-term market.
BTC 온체인 데이터
BTC on-chain data continued to be sluggish, with new addresses and active addresses rebounding, but the number of transfers continued to decline. Due to the sell-off, the transfer scale increased significantly.
생태학적 분석
Although the crypto market has experienced a sharp correction along with the trend of BTC, the infrastructure ecosystem outside of BTC has shown a good rebound trend: ETHs new addresses, active addresses and transfers are in a rebound state, and ETHs active addresses have shown an upward trend on the 30-day moving average. Solanas new addresses hit a new record high on July 3, and the 30-day moving average continued to maintain a high-speed upward trend. In addition, Solana DEXs trading volume once again exceeded Ethereum this week, becoming the public chain with the largest DEX trading volume on the chain.
EMC BTC 사이클 지표
Like last week, the EMC BTC Cycle bullish indicator is 0.125, and the market is still in a bullish dormant period.
끝
EMC Labs는 2023년 4월 암호화폐 자산 투자자와 데이터 과학자에 의해 설립되었습니다. EMC Labs는 블록체인 산업 연구 및 암호화폐 2차 시장 투자에 중점을 두고 업계 예측, 통찰력 및 데이터 마이닝을 핵심 경쟁력으로 삼고 급성장하는 블록체인 산업에 참여하기 위해 최선을 다하고 있습니다. 연구와 투자를 통해 블록체인과 암호화폐 자산을 홍보하여 인류에게 이익을 가져다줍니다.
자세한 내용은 https://www.emc.fund에서 확인하세요.
This article is sourced from the internet: EMC Labs Bitcoin Weekly Observation (7.1~7.7): Liquidation intensifies, Asia shorts the US and buys the bottom
관련: 펌프 PVP 매뉴얼: 낫과 리크가 상호 진화를 촉진합니다
Original | Odaily Planet Daily Author | Nanzhi Before Pump.fun became popular, Solana Meme investors were mostly 10u War Gods for security reasons to prevent Rug operations such as DEV removing liquidity. In March, influenced by BOME and SLERF, super-large pools of Meme tokens began to become popular on Solana, but it also reached a freezing point again due to factors such as the overall market downturn and the increasing number of runaway incidents. Since then, Pump has taken over – convenient opening methods and secure token endorsement have made Meme tokens popular again on Solana. Influenced by the attack, Pump.fun launched a 7-day zero-fee event . The number of new tokens on Solana has continued to set new historical highs, with more than 20,000 new tokens added daily. However,…
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