Bitget Research Institute: SUI Ecosystem TVL이 9억 달러를 돌파해 새로운 최고치를 기록, Solana Breakpoint가 SO를 지원

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

• The sectors with unusual movements and those that deserve special attention in the future are: SUI ecology and Solana ecology;

• Hot search tokens and topics among users are: EARNM, PENDLE, GRASS;

• Potential airdrop opportunities include: Story Protocol, Fuel Network;

Data statistics time: September 23, 2024 4: 00 (UTC + 0)

1. 시장 environment

BTC spot ETFs have seen net inflows on 4 of the past 5 working days, with a net inflow of $397 million last week. BTC prices have risen by 9% in the past week and are currently fluctuating between $62,000 and $64,500. The ETH/BTC exchange rate has rebounded to 0.04, and the gas on the ETH chain has risen to more than 20 gwei.

The TVL of the SUI ecosystem exceeded 900 million US dollars, setting a new record high. The price of SUI currency rose by 48% in 7 days, and the market hyped the concept that SUI will become the Solana killer. The Solana Breakpoint 2024 conference ended, and a large number of project parties announced new plans and major product iterations at the conference. There was no obvious impact on the price of SOL currency, but these laid a good foundation for supporting the long-term development of the Solana ecosystem.

2. 부의 창출 부문

1) Sector changes: SUI Ecosystem

Main reasons: The TVL of the SUI ecosystem broke through its historical high, and the market hyped the concept that SUI will become the Solana killer; Suis underlying technology, such as its unique object model and Move programming language, provides an efficient and secure platform, which attracts developers and projects.

상승하는 상황:

In the past 7 days, SUI rose 48%, CETUS, NAVX and SCA rose 50%, 93% and 19% respectively.

시장 전망에 영향을 미치는 요인:

In fact, the SUI ecosystem has not yet formed a strong moat or killer application, and the transaction activity within the ecosystem is not high. The coin price may be hyped in the short term, but in the long run, if the coin price wants to continue to rise, it still needs the support of significant fundamentals and product improvements. In 7 days, SUI will usher in the unlocking of 100 million US dollars, and the coin price may fluctuate greatly before and after the unlocking.

2) Subsequent sectors worth paying attention to: SOL and Solana ecosystem

주된 이유:

The Solana Breakpoint 2024 conference has ended, and a large number of project parties announced new plans and major product iterations at the conference, such as:

(1) Solayer announced at the Solana Breakpoint Conference that it will work with OpenEden to launch the yield-generating stablecoin SUSDC;

(2) Magic Eden announced at the Solana Breakpoint event that it will launch the ME token on Solana;

(3) A Coinbase spokesperson said that cbBTC will run on the Solana chain;

(4)……

Although the impact of these developments and good news on Solana is not immediately reflected in the price of SOL, the development of Dapp and the prosperity of the ecosystem need to rely on these as support, which lays a good foundation for supporting the long-term development of the Solana ecosystem.

3. 사용자 핫 검색

1) 인기 Dapp

EARNM

EARNM is a MobileFi and DePIN rewards platform that transforms smartphones into EarnPhones. Through the proprietary Fractal Box protocol, EARNM combines the accessibility of Web2 with the innovative rewards of Web3 to foster a balanced and growth-oriented deflationary ecosystem.

EARNM plans to continue expanding its ecosystem through its innovative MobileFi and DePIN solutions, with the goal of creating a global network for earning rewards centered on mobile phones, driving a new digital economic model. As of now, EARNM has become one of the top three dApps on DappRadar, showing its great success in user growth and activity.

EARNM represents a new type of mobile finance and loyalty rewards system that leverages blockchain technology and the ubiquity of mobile devices, aiming to provide users with a new source of income while providing businesses with new marketing and user incentive tools.

2) 트위터

Hamster Kombat:

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 the hourly profit, you can get token airdrop rewards in the future. Players can also increase their income by subscribing to Telegram channels, inviting friends, etc.

3) 구글 검색 지역

• 글로벌 관점에서 보면:

펜들

Pendle has officially entered the Bitcoin yield space, offering Bitcoin holders new yield strategies and fixed income trading opportunities by launching a BTC pool. This move comes at a time when the markets interest in Bitcoin staking and its yield opportunities is rapidly rising. Pendle works with a variety of Bitcoin yield protocols, including Corn LBTC and EtherFis eBTC, through which users can gain new yield opportunities. In the future, there are plans to launch more re-staking Bitcoin yield pools such as Bedrock uniBTC, Solv solvBTC, and PumpBTC.

Pendles V3 upgrade will further improve liquidity and scalability, and is expected to attract more investment into the BTCFi space. This upgrade is part of Pendles multi-phase plan in the Bitcoin yield space, dubbed Bitcoin Arc.

• 각 지역의 인기 검색어 중:

(1) Grass is the main focus of CIS and other regions. In addition, Crypto Bubble has become a hot search in Ukraine, Russia and other regions, indicating that CIS pays more attention to the secondary market.

(2) Hot searches in Europe and the United States are scattered, mainly focusing on projects with very good recent growth, including: AERO, AIOZ, PENDLE and other projects;

(3) Asian users pay more attention to weighted coins, including BTC, ETH, etc., and the search volume for Crypto Exchange in the Middle East has increased.

잠재적인 공중 투하 기회

Story Protocol

Story Protocol is an IP management protocol. The project aims to change the way humans record history by leveraging blockchain technology, recording content and IP on various blockchains and connecting them.

The project recently completed a $80 million Series B financing, led by a16z Crypto, with other participating institutions including Foresight Ventures, Hashed, etc. As of now, PIP Labs, the open team behind Story Protocol, has raised $140 million, with a valuation of $2.25 billion. The market attention is very high, and it may become a leading project in the new track of blockchain.

Specific participation method: Story Protocol has cooperated with multiple projects, including Colormp, etc. Users can participate in the Launch NFT casting of these projects, and continue to maintain project progress and complete the corresponding tasks, and may obtain future IP token airdrops.

연료

Fuel은 UTXO 기반 모듈식 실행 계층으로, Ethereum에 글로벌하게 접근 가능한 규모를 제공합니다. 모듈식 실행 계층인 Fuel은 모놀리식 체인이 할 수 없는 방식으로 글로벌 처리량을 달성할 수 있으며, Ethereum의 보안을 계승합니다.

2022년 9월, Fuel Labs는 Blockchain Capital과 Stratos Technologies가 주도한 자금 조달 라운드에서 $80 million을 성공적으로 모금했습니다. CoinFund, Bain Capital Crypto, TRGC 등 여러 주요 투자 기관이 투자했습니다.

참여 방법: Fuel에서 수락한 토큰을 획득한 포인트에 직접 입금할 수 있습니다. 참가자는 다음 자산에 입금한 $1당 하루에 1.5포인트를 획득할 수 있습니다.

포인트: ETH, WET, eETH, rsETH, rETH, wbETH, USDT, USDC, USDe, sUSDe 및 stETH; 7월 8일부터 22일까지 ezETH를 입금하면 하루에 3포인트를 적립합니다.
원래 링크: https://www.bitget.fit/zh-CN/research/articles/12560603815936

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This article is sourced from the internet: Bitget Research Institute: SUI Ecosystem TVL breaks through 900 million USD to a new high, Solana Breakpoint supports SOL forward price

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