Bitget Research Institute: 미국 정부의 온체인 BTC 전송으로 시장 공황이 발생하고 위험 회피가 심화되었습니다.

지난 24시간 동안 시장에는 많은 새로운 인기 통화와 주제가 등장했으며, 이는 돈을 벌 수 있는 다음 기회가 될 수 있습니다. 포함:

• The sectors with relatively strong wealth creation effects are: Bitget Ecosystem (BGB), POW sector, BTC Ecosystem

• The most searched tokens and topics by users are: Layer 3, Compound, Tapswap

• Potential airdrop opportunities include: Symbiotic, Usual

Data statistics time: July 30, 2024 4: 00 (UTC + 0)

1. 시장환경

In the past 24 hours, the crypto market continued to rise under the leadership of BTC. After BTC briefly touched 70,000 US dollars, it began to fall and pull back. Currently, BTC fluctuates around 66,500 US dollars. Other crypto assets such as ETH and SOL rose first and then fell, and the opportunities for intraday trading are relatively obvious. The DEX trading heat on SOL is significantly better than ETH, which is the main reason for the continuous rise of the SOL/ETH exchange rate.

On the news front, the US government transferred more than $2 billion of BTC on the chain yesterday, of which 10,000 were deposited in institutional custody services. After the on-chain transfer, the market began to fall in risk aversion, which was the direct cause of BTCs decline after touching 70,000 points. This week, 5 of the 7 major US technology companies released financial reports, and there were important events such as the Federal Reserves interest rate meeting. The market may have early risk aversion demand.

2. 부의 창출 부문

1) Sector changes: Bitget Ecosystem (BGB)

주된 이유:

• Bitget announced today the launch of a new Launchpool project, Layer 3, which can be participated by staking BGB;

Rising situation: BGB rebounded against the trend within 24 hours and is currently fluctuating around 1.12 US dollars;

시장 전망에 영향을 미치는 요인:

• BGB empowerment: BGB holders can continue to participate in Bitgets three major new listing platforms Launchpad, Launchpool, and Poolx, bringing the listing dividends of high-quality assets in the bull market to the community, which is suitable for long-term holding.

• Increase or decrease in the amount of open contracts: Bitget recently launched the perpetual contract trading pair of BGB. According to the increase/decrease in the amount of open contracts, we can understand the potential buying and selling intentions of BGB.

2) Sector changes: POW sector (BCH, KAS, BSV)

주된 이유:

• On July 27, local time, Republican presidential candidate Trump will attend the BTC conference. The essence of this is to win over the miners in the United States. Good news for the mining industry will be announced at the conference.

Rising situation: BCH, KAS, and BSV rose by 15%, 12%, and 18% respectively in 7 days;

시장 전망에 영향을 미치는 요인:

• POW popularity: After Trump attended the BTC conference recently, POW popularity rose in a short period of time, and the net inflow of funds and traffic was quite obvious. We need to continue to pay attention to the attention of the miners in Youtube and Telegram to the tokens.

• Increase or decrease in open interest: Taking BCH as an example, the open interest of BCH increased yesterday, indicating that hot money is pouring in. Through the contract data on the tv.coinglass website, we can understand the movement of the main funds. First, we should observe the increase in net long positions on the contract; then we should see 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 is continuously buying up and can continue to hold.

3) Sectors that need to be focused on in the future: Bitcoin ecosystem projects (SATS, CKB)

주된 이유:

• Former US President Trump will make a landmark statement at the Bitcoin 2024 conference in Nashville. Trump announced that after taking office, he plans to use Bitcoin (BTC) as a strategic reserve asset for the United States and will never sell any BTC, which is good for the BTC ecosystem.

특정 통화 목록:

• SATS: A leading BRC inscription project in the BTC ecosystem, with meme attributes; SATS has recently performed significantly stronger than ORDI, and there may be related good news in the future;

• CKB: CKB is a Bitcoin Layer 2 project based on the extended protocol RGB++. It continues to build the technical level of the project in the competition of Layer 2 solutions. The project insists on being isomorphic to Bitcoin and further bridges the shortcomings of the Bitcoin ecosystem.

3. 사용자 핫 검색

1) 인기 Dapp

Layer 3 (L3):

Layer 3 is an on-chain task platform where users can discover new projects and get rewards. By aggregating user activities from multiple chains and dApps, Layer 3 generates the users on-chain identity DID to achieve efficient token distribution. The number of unique active users of the Layer 3 protocol increased by + 30% yesterday, and Bitget is about to launch the Launchpool of Layer 3 (L3).

2) 트위터

Compound (COMP):

A recent proposal passed by the lending protocol Compound Finance raised concerns among community members about governance attacks. Subsequently, the Compound community proposed to launch a new Staked Compound product to eliminate community governance risks.

3) 구글 검색 지역

글로벌 관점에서 보면:

Tapswap:

TapSwap is a Tap2Earn Mini App that was once liked by Telegram founder Pavel Durov. It was launched at the end of 2023. It was originally released on the Solana network and later transferred to the TON ecosystem. The overall popularity of the project is extremely high.

각 지역의 인기 검색어 중:

(1) The hot spots in Europe and the United States are relatively scattered and there is no general pattern, but the term jd vance crypto has been on the hot search in many countries. European and American traders pay more attention to the impact of politics on Crypto.

(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 AI and DePIN, with GRASS, AGIX and NEAR appearing on the hot searches in Colombia and Argentina, respectively.

잠재적인 공중 투하 기회

공생

Symbiotic is a universal re-staking system that enables decentralized networks to bootstrap powerful, fully sovereign ecosystems. It will provide a method for decentralized applications, called Active Validation Services (AVS), to collectively protect each other. Users will be able to re-stake assets they have deposited in other crypto protocols to help protect these AVS in exchange for rewards.

Symbiotic is regarded as a challenger to EigenLayer in the market. Symbiotic has completed a seed round of financing of US$5.8 million, led by Paradigm and Cyber Fund. Currently, with a hard cap on deposits, Symbiotics TVL has reached US$1.2 billion.

Specific participation method: Deposit various tokens supported by Symbiotic, such as wstETH, cbETH, sUSDe, etc., into its protocol. However, the deposit limits for most tokens have reached the hard cap, and only cbETH can be deposited. You need to wait for Symbiotic to open deposits next time.

평소

Usual은 RWA 스테이블코인 프로토콜로, RWA가 1:1로 지원하는 허가 없는 완전 호환 스테이블코인인 USD 0을 출시했습니다. Usual은 커뮤니티가 네트워크의 미래 개발을 안내할 수 있는 거버넌스 토큰입니다. Usual은 수익을 커뮤니티에 재분배하고 RWA가 창출한 실제 수입으로 토큰 보유자에게 보상함으로써 현재 스테이블코인 시장 문제를 해결합니다.

Usual은 IOSG Ventures, Kraken Ventures, GSR 등의 투자로 $7 million 규모의 자금 조달 라운드를 완료했습니다. Usual은 7월 11일 메인넷이 공식적으로 출시되었고 포인트 활동이 동시에 시작되었다고 발표했습니다. 조기에 참여한 사용자는 유동성을 제공하거나 USD 0++를 주조하고 보유함으로써 더 많은 포인트인 Usual Pills를 얻을 수 있으며, 이 포인트를 사용하여 에어드랍 기간 동안 USUAL 토큰을 얻을 수 있습니다.

구체적 참여 방법: 이더리움 체인에서 USDC, ETH 등을 사용하여 일반 웹사이트에서 USD 0 토큰을 주조하고, Curve 옵션에서 '유동성으로 USD 0 제공'을 선택하고, 주조된 USD 0 토큰을 사용하여 유동성을 제공합니다.

원래 링크: https://www.bitget.fit/zh-CN/research/articles/12560603813505

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: US government on-chain BTC transfers triggered market panic, risk aversion intensified before interest rate meeting

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