비겟연구소: BTC가 $68,000을 잠시 돌파했고, 솔라나의 생태적 부 창출 효과가 중요합니다.

In the past 24 hours, many new popular currencies and topics have appeared in the market. It is very likely that they will be the next opportunity to make money . Currently:

• Sectors with relatively strong wealth effects: blue chip public chain sector, Ethereum Layer 2 sector, ETH ecological projects

• Hot search tokens and topics among users are: Particle Network, Helium;

• Potential airdrop opportunities include: Particle Network, Movement;

Data statistics time: July 22, 2024 4: 00 (UTC + 0)

1. 시장환경

BTC briefly rose above $68,000, with a 0.8% increase in the past 24 hours. The U.S. Bitcoin spot ETF achieved a net inflow of $1.196 billion last week, which was also its third consecutive week of net inflow. Among them, the U.S. Bitcoin spot ETF received inflows of $300.9 million, $422.5 million, and $383.6 million on Monday, Tuesday, and Friday last week, respectively. The net inflow of U.S. Bitcoin spot ETFs has reached $17 billion for the first time since the beginning of the year. These ETF products were first launched only six months ago. Currently, BlackRocks Bitcoin ETF IBIT has a trading volume of nearly $1.2 billion, and Fidelitys FBTC has a daily trading volume of more than $410 million. These figures all show that investors confidence and recognition of Bitcoin spot ETFs are increasing, which is the accumulation of real demand from investors for Bitcoin spot ETFs, rather than market speculation.

Currently, in the process of BTC leading the market rebound, there is no strong rebound track. The AI sector, Solana ecosystem and public chain sector, which have performed well in several rebounds, have shown certain rebound momentum in recent days. At the same time, as the Ethereum spot ETF is likely to be approved tomorrow, it will mark a new shift in encryption regulation. The performance of the Layer 2 sector led by Ethereum is worth looking forward to.

2. 부를 창출하는 부문

1) Sector changes: blue chip public chain sector (AVAX, APT, SOL)

주된 이유:

As BTC returns to the $68,000 mark, the market wealth effect will spill over to the major public chain tokens. At the same time, some L1/L2 projects will see favorable cashing out, and the wealth effect will circulate in their ecosystem, constituting potential buying power for the public chain assets.

Rising situation: APT rose by 5% + in the past 24 hours; AVAX rose by 12% in the past 24 hours; SOL rose by 5% + in the past 24 hours;

시장 전망에 영향을 미치는 요인:

• Continued rise in TVL: Deflama data shows that Solana TVL reached $5.15 billion, second only to Ethereum and Tron, with a 7-day increase of 13.7%. In the past 24 hours, Solana chain NFT sales were close to $6 million, surpassing Ethereum to rank first. According to the data, Solana chain NFT sales in the past 24 hours reached $5,821,706, an increase of 55.7%, while Ethereum was $3,666,892, a decrease of 21.53%; Bitcoin ranked third, with sales of approximately $2.902 million, a decrease of 19.89%. Avalanche TVL is $710 million; NFT sales exceeded $28.3 million, a 10-fold increase year-on-year; the total market value of stablecoins reached $1.6 billion, of which USDT and USDC increased by 10.1% and 4.4% month-on-month respectively.

• Ecosystem construction continues to gain momentum: In the second quarter, although Solanas DeFi TVL in US dollars fell 9% month-on-month to $4.5 billion, ranking fourth in the network, DeFi TVL in SOL increased by 26% month-on-month, indicating that capital still has confidence in Solana in the second quarter and there has been no large-scale outflow. At the same time, the Blinks function that appeared at the end of the second quarter means that the Solana ecosystem is still continuing to expand.

2) Sector changes: Ethereum Layer 2 sector (ARB, OP, STRK)

주된 이유:

Influenced by the news that the Ethereum ETF will be traded on July 23, Ethereum Layer 2 tokens have generally risen. Currently, the passage of the Ethereum ETF is generally interpreted by the market as a positive for Layer 2 tokens. Therefore, while investors are paying attention to the passage of the Ethereum ETF, they can also pay attention to investment opportunities in related Layer 2 tokens.

Rising situation: ARB rose 8% in the past 7 days, OP rose 8.5% in the past 7 days, and STRK rose 7% in the past 7 days;

시장 전망에 영향을 미치는 요인:

• Whether the ETH ETF will be successfully listed: The current market conditions generally pre-empt the Ethereum ETF. If there is an unexpected situation when the Ethereum ETF is listed tomorrow, the market will generally reverse;

• Layer 2 project development status: As the most widely used ecological public chain, the subsequent development of Layer 2 depends on its cooperative projects, user expansion, etc.

3) Sectors that need to be focused on in the future: ETH ecosystem projects (UNI, LDO)

주된 이유:

The S-1 filing for the ETH spot ETF may be officially launched in the U.S. capital market on July 23, and there may be room for speculation in the ETH ecosystem. The president of ETF Store said that the U.S. Securities and Exchange Commissions approval of the Ethereum spot ETF strongly suggests that ETH is a commodity, not a security. This is a milestone moment because it shows that crypto assets can transform from being classified as securities to commodities over time.

특정 통화 목록:

• UNI: The first DeFi Swap project on blockchain applications. Uniswap鈥檚 average daily revenue in the past was around $1 million, which is a considerable income.

• LDO: The leading LSD project in the ETH ecosystem, with a TVL of 29.6 billion US dollars and a valuation of less than 1.8 billion US dollars, is relatively undervalued;

3. 사용자 핫 검색

1) 인기 Dapp

• 입자 네트워크

Modular blockchain Particle Network announced the completion of a $15 million Series A financing round, with Spartan Group and Gumi Cryptos Capital co-leading the round, and SevenX Ventures, Morningstar Ventures, Flow Traders, HashKey Capital and others participating. This round of financing brings Particles total financing amount to $25 million.

2) 트위터

Helium:

The Helium project is a decentralized wireless network project that aims to provide low-power Internet of Things (IoT) device connections through a distributed network. Helium uses blockchain technology and token incentives to build a community-operated wireless network. The network consists of devices called hotspots that provide both wireless network coverage and blockchain mining capabilities. Hotspot device owners receive HNT (Helium Token) as a reward by providing network coverage. With the recent popularity of the DePin concept, Helium has also attracted widespread attention from investors.

3) 구글 검색 지역

글로벌 관점에서 보면:

Tapswap

Tap-2-Earn Telegram mini-app TapSwap was recently launched on the TON blockchain. Ton said that TapSwap was launched on February 15, 2024. Users earn in-game tokens by clicking and completing tasks. Today, the app has more than 50 million users worldwide and nearly 1 million active users online. Yesterday, Twitter announced that it would hold an AMA event with OKX Wallet. At the same time, many users participated in the USDT-USDC exchange on tapswap. Twitter was abuzz with the search popularity.

각 지역의 인기 검색어 중:

(1) There are no obvious characteristics in the Google Trends hot searches in Asian countries. Tokens with strong wealth effects such as Doge and RWA have become the focus of market attention. Assets such as BTC and ETHFI are also on the list of hot searches in Asian countries.

(2) The hot search terms in the CIS region include Tapswap, Blum, etc., while the hot search terms in Europe and the United States are mainly MAGA, AI tokens and SOL.

잠재적인 공중 투하 기회

입자 네트워크

Particle Network is a development platform that connects multiple blockchains (such as Bitcoin, EVM, and IBC) through a unified account system, providing modular interfaces to enhance wallet connection and transaction execution capabilities. The platform focuses on chain abstraction, wallet abstraction, liquidity abstraction, and gas abstraction, aiming to simplify the development and deployment process of Web3 applications.

Particle Network announced the completion of a $15 million Series A financing round, which was jointly led by Spartan Group and Gumi Cryptos Capital, with participation from SevenX Ventures, Morningstar Ventures, Flow Traders, HashKey Capital, etc. This round of financing brings Particles total financing amount to $25 million.

How to participate: Log in to the website https://pioneer.particle.network/, bind your social account and claim test tokens, sign in daily and complete related tasks, and use Universal Gas for transactions. Here you can use the test network tokens of the Little Fox wallet to interact with the Particle Network wallet.

움직임

Movement Labs was founded in 2022 and previously completed a $3.4 million seed round of financing in September 2023. In addition to its flagship product Movement L2, Movement Labs will also launch Move Stack, an execution layer framework compatible with rollup frameworks such as Optimism, Polygon and Arbitrum.

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.

구체적인 참여 방법: Movement zealy 작업 인터페이스에 들어가십시오(참고: 소셜 작업에는 기간과 지속적으로 온라인 상태인 작업이 있습니다). DEX와 상호 작용하고 마음대로 몇 가지 테스트와 상호 작용하며 공식 웹사이트에서 후속 작업을 기다릴 수 있습니다.

원래 링크: https://www.bitget.com/zh-CN/research/articles/12560603813062

면책조항: 시장은 위험하므로 투자할 때 주의하세요. 이 기사는 투자 조언을 구성하지 않으며, 사용자는 이 기사의 의견, 견해 또는 결론이 자신의 특정 상황에 적합한지 여부를 고려해야 합니다. 이 정보를 바탕으로 투자하는 것은 귀하의 책임입니다.

This article is sourced from the internet: Bitget Research Institute: BTC briefly broke through $68,000, and Solanas ecological wealth-creating effect is significant

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