สถาบันวิจัย Bitget: สินทรัพย์ชดเชยของ Mt.gox ยังคงถูกขายออกไป และสภาพตลาดในระยะสั้นก็ไม่ดี

ในช่วง 24 ชั่วโมงที่ผ่านมา สกุลเงินและหัวข้อยอดนิยมใหม่ๆ มากมายปรากฏขึ้นในตลาด ซึ่งอาจเป็นโอกาสต่อไปในการสร้างรายได้ รวมทั้ง:

• The sectors with relatively strong wealth-creating effects are: Curve-related tokens (CRV, CVX), Meme sector (NEIRO);

• Hot search tokens and topics by users are: Morpho, Aptos;

• Potential airdrop opportunities include: Symbiotic, Mezo;

Data statistics time: August 2, 2024 4: 00 (UTC + 0)

1. สภาพแวดล้อมของตลาด

The US ISM manufacturing PMI fell far more than economists expected in July, causing interest rates to fall to multi-month lows across the board. In addition, the number of first-time unemployment claims in the United States jumped to the highest level in about a year. Taken together, these data further confirm that the United States is on the verge of a monetary easing cycle by the Federal Reserve, which is a positive for risk markets in a sense.

Although the U.S. spot Ethereum ETF had a net inflow of $26.2 million and the spot Bitcoin ETF had a net inflow of $50.4 million yesterday, Bitcoin still maintained its downward trend and continued to fall sharply after reaching $70,000 this week. The price fell to a two-week low of $62,700 last night, and the short-term market conditions are poor.

2. Wealth-creating sector

1) Sector changes: Curve-related tokens (CRV, CVX)

เหตุผลหลัก:

• The whale has withdrawn a total of 18 million CRV (US$4.68 million) from Binance and OKX in the past 30 hours, with an average price of US$0.26. At the same time, the whale who withdrew CRV from CEX yesterday withdrew another 5.5 million CRV (approximately US$1.51 million) from Binance.

Rising situation: CRV and CVX rose by 7.46% and 5.38% respectively in the past 24 hours;

ปัจจัยที่ส่งผลต่อแนวโน้มตลาด:

• Curve is still one of the best places for stablecoin bulk transactions, and it still maintains a good real profit. Its biggest problem is that its narrative is too old, and there are no new products or operations that excite the market. At the same time, the previous accidents and this liquidation decline inevitably make the market full of concerns. However, the price of CRV bought by many whales in OTC before was higher than 0.3 US dollars, so the current price of CRV is still attractive.

2) Changes in the sector: Meme sector (NEIRO)

เหตุผลหลัก:

• NEIRO has received a lot of support from KOLs, especially those in Japanese. With the help of KOLs with tens to hundreds of thousands of fans, such as @apipiro 22, @mikky_ 8080, @yukimaru_potty, @BrotherMKT, @KookCapitalLLC, and @OfficialTravlad, the price of NEIRO has also risen.

Rising situation: NEIRO rose 15% + against the trend on the day;

ปัจจัยที่ส่งผลต่อแนวโน้มตลาด:

• On-chain activity: The valuation of DeFi infrastructure depends on whether the chain can have a stable market share, that is, the number of active on-chain users and DEX trading volume, which has a huge impact on DEX, PERP, language machine, and liquidity staking projects of different public chains. Investors should pay close attention to this type of data so that they can judge the markets upward and downward revisions to their valuations;

• Impact on funding: After the launch of the Ethereum ETF, market funds began to gradually increase the liquidity of ETH. Affected by the increase in liquidity, related meme tokens may rise further in the future due to capital transmission.

3. การค้นหายอดนิยมของผู้ใช้

1) DApps ยอดนิยม

• Morpho

DeFi lending protocol Morpho has completed a $50 million financing round led by Ribbit Capital, with participation from a16z crypto, Coinbase Ventures, Variant, Pantera, Brevan Howard, BlockTower and Kraken Ventures. The specific valuation information has not been disclosed. Morpho is a lending protocol that combines the current liquidity pool model used in Compound or AAVE with the capital efficiency of the P2P matching engine used in the order book. Morpho-Compound improves on Compound by providing the same user experience, the same liquidity, and the same liquidation parameters, but with an increased APY due to peer-to-peer matching.

2) ทวิตเตอร์

• แอปทอส

Yesterday, OKX Ventures and Aptos Foundation, a global blockchain leader, announced that they will jointly launch a new $10 million fund to support the growth of the Aptos ecosystem and the widespread adoption of Web3. The fund will be used to develop an accelerator program in partnership with Ankaa to drive the growth of high-quality projects and applications based on Aptos. Aptos is a scalable Layer 1 PoS blockchain that uses the Move programming language to make on-chain transactions more reliable, easy to use, and secure. The accelerator will provide selected Aptos ecosystem projects with risk support, focused guidance, marketing exposure, and a joint network of experts from OKX, Ankaa, and the Aptos Foundation.

3) ภูมิภาคการค้นหาของ Google

จากมุมมองระดับโลก:

Why is down today fear and greed index:

Yesterday, the US July ISM Manufacturing PMI fell far more than economists expected, causing interest rates to fall to multi-month lows. The VXX index rose by 13.55%, the markets risk aversion heated up, and crypto assets followed suit.

จากคำค้นหาที่มาแรงในแต่ละภูมิภาค:

(1) หัวข้อที่น่าสนใจในภูมิภาค CIS ได้แก่ Tapswap TapSwap เป็นมินิแอป Tap2Earn ที่ Pavel Durov ผู้ก่อตั้ง Telegram ชื่นชอบ แอปนี้เปิดตัวเมื่อปลายปี 2023 และเปิดตัวครั้งแรกบนเครือข่าย Solana ต่อมามีการถ่ายโอนไปยังระบบนิเวศ TON ความนิยมโดยรวมของโปรเจ็กต์นี้สูงมาก

(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 SOL and ETH, and AI project tracks appeared on the hot searches in Colombia and Argentina.

ศักยภาพ แอร์ดรอป โอกาส

• Symbiotic

Symbiotic is a general purpose restaking project that enables decentralized networks to bootstrap powerful, fully sovereign ecosystems. It provides a method for decentralized applications, called Active Validation Services or AVS, to collectively ensure the security of each other.

Symbiotic recently completed its seed round of financing, with Paradigm and Cyber Fund participating in the investment, with a financing amount of US$5.8 million.

How to participate: Go to the project鈥檚 official website, link your wallet, and deposit ETH and ETH LSD assets.

• เมโซ

Mezo is a BTC Layer 2 project that focuses on the BTC ecosystem, helping BTC holders to transfer and manage money on the chain, and driving the development of the BTC DeFi system. Mezo recently announced the completion of a $21 million financing round, with participating institutions including Pantera Capital, Hack VC, Multicoin Capital and other leading institutions in the industry.

The official has already disclosed its BTC asset pledge plan and introduced a referral mechanism. There are strong expectations for the projects airdrops and it is currently in the initial stages of early operations.

Specific participation methods: 1) Visit the project official website and find the invite code in Discord; 2) Enter the invite code and link the unisat wallet; 3) Deposit BTC.

ข้อมูลเพิ่มเติมเกี่ยวกับสถาบันวิจัย Bitget: https://www.bitget.fit/zh-CN/research

สถาบันวิจัย Bitget มุ่งเน้นไปที่การมุ่งเน้นไปที่ข้อมูลออนไลน์และการขุดสินทรัพย์อันมีค่า โดยขุดการลงทุนที่มีมูลค่าล้ำสมัยผ่านการตรวจสอบข้อมูลออนไลน์และการค้นหายอดนิยมในภูมิภาคแบบเรียลไทม์ และให้ข้อมูลเชิงลึกระดับสถาบันสำหรับผู้ที่ชื่นชอบ crypto จนถึงขณะนี้ ผู้ใช้ทั่วโลกของ Bitgets ได้รับสินทรัพย์อันมีค่าในระยะเริ่มแรกในภาคส่วนยอดนิยมต่างๆ เช่น [Arbitrum Ecosystem], [AI Ecosystem] และ [SHIB Ecosystem] ด้วยการวิจัยที่ขับเคลื่อนด้วยข้อมูลเชิงลึก ช่วยสร้างความมั่งคั่งที่ดีขึ้นให้กับผู้ใช้ Bitgets ทั่วโลก

銆怐isclaimer銆慣ตลาดมีความเสี่ยง ดังนั้นควรระมัดระวังในการลงทุน บทความนี้ไม่ถือเป็นคำแนะนำในการลงทุน และผู้ใช้ควรพิจารณาว่าความคิดเห็น ความเห็น หรือข้อสรุปในบทความนี้เหมาะสมกับสถานการณ์เฉพาะของตนหรือไม่ การลงทุนตามข้อมูลนี้เป็นความเสี่ยงของคุณเอง

This article is sourced from the internet: Bitget Research Institute: Mt.gox compensation assets continue to be sold, and the short-term market conditions are poor

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