비겟연구소: 미국 7월 PPI·CPI 지표 이번주 발표…시장 하락 위험

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

• Sectors with strong wealth-creating effects are: New public chain sector, Solana Meme coin;

• Hot search tokens and topics among users are: SUI, Optimism;

• Potential airdrop opportunities include: Symbiotic, Yescoin;

Data statistics time: August 13, 2024 4: 00 (UTC + 0)

1. 시장환경

In the past 24 hours, BTC fluctuated around $59,000, and the intraday fluctuations narrowed significantly, indicating that the staged rebound may encounter pressure. The ETH/BTC exchange rate has rebounded significantly. The community is worried that Bitgo may have centralization risks due to its control by Justin Sun; this directly caused WBTC to be weakly decoupled from BTC. AAVE directly closed the WBTC pool, and large investors directly sold WBTC on the chain for ETH, which led to a rebound in the exchange rate.

From a macro perspective, the United States will release the July PPI and CPI data on Tuesday and Wednesday of this week, with the PPI expected to grow by 0.2% monthly and the CPI expected to grow by 3.0% annually. According to CME data, the market currently predicts that the probability of the Federal Reserve cutting interest rates by 25 and 50 basis points in September is 49.5% and 50.5% respectively. The PPI and CPI data will greatly affect the markets prediction of the extent of future interest rate cuts, and the impact on the US dollar index and US bonds is more obvious. Crypto assets may have the risk of downward adjustment before the data is released, and investors need to be alert to the risks.

2. 부의 창출 부문

1) Sector changes: New public chain sectors (SUI, SEI, APT)

주된 이유:

• The new public chain sector has been falling and consolidating for a long time. In the environment of oversold market rebound, it was the first to attract the attention of funds;

• ETH has been too weak recently, and institutions have frequently sold ETH in the secondary market. Funds have deployed new public chains, and there is a consensus among funds.

• Grayscale recently launched SUIs crypto investment trust, which may directly bring in net capital inflows in the future

Rising situation: SUI, SEI, and APT rose by 71%, 21%, and 20% respectively in the past week;

시장 전망에 영향을 미치는 요인:

• ETH subsequent trend: ETH is the core competitor of the new public chain. If institutions continue to sell ETH and the ETH/BTC exchange rate continues to fall, funds will form a consensus that the next public chain ecosystem that can carry users is needed. Therefore, the layout space of the new public chain is generated;

• Trend of ecological assets: Pay attention to whether the tokens within the ecosystem follow the rise. For example, the rise of SUI tokens will lead to a general rise in its ecological assets. Generally speaking, the trend can continue. However, if SUI rises and the ecological tokens begin to fall, it will generally lead to a fall in the public chain tokens.

2) 향후 주목해야 할 분야 : SOL Meme Coin (WIF, BONK, POPCAT)

주된 이유:

• The price of SOL is relatively stable, standing firmly at the integer mark of 140 US dollars; the DEX trading volume on Solana has reached a new high recently, and funds are relatively active, driving the rise of ecological projects.

특정 통화 목록:

• WIF: Solana ecosystem鈥檚 Meme coin, which was previously listed on Robinhood. The SOL token has risen, and generally the MEME coins at the top of Solana have risen more rapidly.

• BONK, POPCAT: 솔라나의 핵심 밈 코인입니다. 최근 거래량이 증가했습니다. 거래 수요가 비교적 높고 토큰 레이아웃에 여유가 있습니다.

3. 사용자 핫 검색

1) 인기 Dapp

Optimism:

Optimism developers have unveiled a roadmap to build an interoperable communication layer between Layer 2 chains in their Superchain ecosystem, which will include a messaging protocol, a Superchain token standard (Superchain ERC 20), interoperable fault proofs, and a set of interoperable chains.

2) 트위터

SUI:

SUI has been active recently, rising 65% in the past 7 days. Grayscale launched new crypto investment products for SUI and TAO; a week ago, SUI will integrate the DAG-based consensus algorithm Mysticeti, which not only decouples latency from throughput, but also maintains extremely high throughput to improve network performance and security. The TVL of SUIs leading lending projects NAVI Protocol and Scallop have risen by +120% and +50% respectively in the past 7 days. With SUI subsidies, the USDC and USDT Supply APY on NAVI Protocol and Scallop have reached 15%-25%.

3) 구글 검색 지역

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글로벌 관점에서 보면:

SUI has been explained above.

각 지역의 인기 검색어 중:

(1) In Asia: The event of Musk and Trump opening a Twitter Space attracted a lot of attention, and DOGE was on the hot search in Indonesia and Malaysia; the top hot search in Singapore was SHIB, followed by AI tokens OLAS and FET; RWA Crypto and ONDO tokens were on the hot search in Hong Kong, Vietnam, the Philippines and Singapore.

(2) In European and American countries, the hot search terms are relatively scattered and have no universal characteristics. For example, in France, MAGA, ORDI, SUI, and VRA are on the hot search list; in Belgium, SHIB and ONDO; in Switzerland, RENDER, CELO, FLOKI, and PEPE are on the hot search list.

(3) In addition to the TON ecosystem buzzwords in the CIS region, Solana ecosystem LST projects Sanctum and Debank also became popular searches in Russia.

잠재적인 공중 투하 기회

공생

Symbiotic is a general-purpose Restaking project that has completed its seed round of financing, with Paradigm and Cyber Fund participating in the investment. The financing amount is US$5.8 million, and Symbiotics TVL has exceeded $1 B.

The project has launched its development network on the Ethereum Holesky testnet, with a mainnet launch planned for later in Q3. The team noted that projects including Ethena, LayerZero, and Bolt are already exploring the platform, which also features a customizable modular design that can accommodate any combination of tokens as collateral for re-hypothecation.

Specific participation method: Go to the projects official website, link your wallet, and deposit ETH and ETH LSD assets. Currently, Symbiotics pledge quota is full, and you can wait for the project to open the deposit quota next time.

예스코인

TG Mini App 트래픽이 많은 프로젝트 Yescoin은 8월부터 Yes Summer를 개최합니다. Yes Summer 이벤트 발표에서는 많은 프로젝트 파티와 거래소 지갑과 협력하여 총 1,000,000 USD 보상을 배포합니다: https://x.com/Yescoin_Fam/status/1818913140295581817

현재 Bitget Wallet(https://x.com/BitgetWallet/status/1821870001504317941)을 이용하고 있으며, Bitget Wallet에서 보물상자 열기, 친구 초대, 블록체인 학습 등의 활동을 완료하면 향후 토큰 에어드랍과 100,000개의 $BGB 보상을 받으실 수 있습니다.

원래 링크: https://www.bitget.fit/zh-CN/research/articles/12560603814253

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: The U.S. July PPI and CPI data will be released this week, and the market is at risk of falling in the short term due to risk aversion

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