Bitget Araştırma Enstitüsü: ABD SEC, Ethereum spot ETF 19b-4'ü onayladı, ETHFi ve diğer ekolojik varlıkların birleşmesi bekleniyor

Cryptocurrency prices saw significant volatility on Thursday, with liquidations of all leveraged crypto derivatives positions surging to over $360 million that day, the highest level since May 1:

• The sectors with strong wealth-creating effects are: RWA sector and Ethereum staking sector;

• Hot search tokens and topics by users are: Plume Network, Lista (LISTA);

• Potential airdrop opportunities include: Sanctum, Synthr;

Data statistics time: May 24, 2024 4: 00 (UTC + 0)

1. Pazar ortamı

Cryptocurrency prices saw significant volatility on Thursday. Before the approval, ETH first fell to $3,500 around the closing time of the traditional U.S. market, then soared to around $3,900, and finally stabilized above $3,800 after confirmation. Bitcoin also fell to a low of $66,000, then soared to $68,300 before falling back below $68,000.

According to data from CoinGlass, during this turbulent period, liquidations of all leveraged crypto derivatives positions soared to more than $360 million that day, the highest level since May 1. Most of the liquidated positions were long positions, worth about $250 million, indicating that highly leveraged traders were concentrated on betting on an immediate surge after the ETF was approved. ETH traders were hit the hardest, with liquidations reaching $132 million.

2. Zenginlik yaratan sektör

1) Sector changes: RWA sector (ONDO)

Main reason: This bull market mainly originated from the traditional market buying brought by ETFs. As a way to introduce traditional financial markets, RWA has been constantly updating its products and raising funds. Recently, RWA layer 2 network Plume Network completed a $10 million seed round of financing.

Rising situation: ONDOs daily increase today is 13.46%;

Piyasa görünümünü etkileyen faktörler:

• Makro para politikasındaki değişiklikler: Makro ortam açısından bakıldığında, 10 yıllık ABD Hazine tahvilinin getirisindeki artış RWA yolunun temellerini destekliyor; ABD doları endeksinde, ABD Hazine tahvil getirilerinde ve kripto piyasasında sonraki değişikliklere dikkat etmemiz ve ticaret stratejilerini dinamik olarak ayarlamamız gerekiyor;

• TVL projesindeki değişiklikler: RWA parça projeleri temel olarak TVL tarafından desteklenmektedir. RWA parkurunun TVL'sindeki değişikliklere dikkat edebilirsiniz. Bir projenin TVL'si yükselmeye devam ediyorsa/aniden yükseliyorsa bu genellikle bir satın alma sinyalidir;

2) Sector changes: Ethereum staking sector (LDO, SSV, ETHFI)

Main reason: The U.S. Securities and Exchange Commission today approved the 19 b-4 forms of multiple Ethereum spot ETFs, including those from BlackRock, Fidelity and Grayscale. Since ETFs only allow Ethereum tokens and do not allow staking, this regulation greatly reduces the attractiveness to ETF investors, so the Ethereum re-staking sector will usher in substantial benefits.

Rising situation: LDO rose 10.8% in the past 4 days, SSV rose 7.97% in the past 7 days, and ETHFI rose 22.85% in the past 4 days;

Piyasa görünümünü etkileyen faktörler:

• Fund inflow after ETH ETF is approved: At present, the ETF is in the countdown for listing after approval. If a large amount of funds flow in after approval, it will further push up the ETH price.

• Protocol trends: The cash flow of staking sector projects is relatively stable and easy to predict. They are a type of project whose token prices can be estimated more accurately. The main influencing factors are the protocol TVL, income distribution method, token destruction, etc.

3) The sector that needs to be focused on in the future: TON ecosystem

Asıl sebep:

• Panteras investment in TON may be at least over US$250 million, which is Panteras largest investment in cryptocurrency in history.

• Notcoin, a high-traffic project in the TON ecosystem, has been listed on Binance, but the TON token itself has not yet been listed on Binance. The market expects that it is only a matter of time before TON is listed on Binance.

• The infrastructure of the TON ecosystem is in its early stages. Currently, high-traffic projects such as Notcoin and Catizen have emerged, demonstrating a huge user base backed by Telegram.

• The increase in the issuance of stablecoins in the ecosystem has brought financial vitality. The supply of USDT on the TON chain reached 130 million within two weeks, making it the eighth blockchain in terms of USDT issuance.

Özel proje listesi:

• TON: The native token of the Ton chain, currently listed on exchanges such as OKX and Bitget.

• FISH: Ton ecosystem head meme token.

• REDO: A dog-themed meme coin on the Ton chain.

3. Kullanıcıların Sıcak Aramaları

1) Popüler Dapp’ler

Plume Network:

Modular RWA L2 network Plume Network announced its launch on Arbitrum Orbit. Plume is a modular L2 blockchain dedicated to real-world assets (RWA), integrating asset tokenization and compliance providers directly into the chain. Plume Network team members come from companies and projects such as Coinbase, Robinhood, LayerZero, Binance, Galaxy Digital, JP Morgan, dYdX, etc. Yesterday, it completed a $10 million seed round of financing, led by Haun Ventures, and participated by Galaxy Ventures, Superscrypt, A Capital, SV Angel, Portal Ventures and Reciprocal Ventures. The funds raised will be used to recruit more employees in engineering design, marketing and community functions. The Plume Network open incentive testnet will be launched in the next few weeks, followed by the mainnet later this year.

2) Twitter'da

Lista (LISTA):

Binance Megadrop will launch Lista (LISTA), a liquidity staking and decentralized stablecoin protocol. The maximum supply of the token is 1 billion, the initial circulation is 230 million (23% of the supply), and the total Megadrop is 100 million (10% of the supply). Binance will list LISTA after the Megadrop is completed, and the specific listing plan will be announced separately. Lista DAO is a liquidity staking and decentralized stablecoin lending protocol. Users can stake and liquidity stake on Lista, as well as borrow lisUSD using a range of decentralized collateral. The report also introduces the LISTA token: LISTA is the governance token of Lista DAO, which is used for the following functions: governance, protocol incentives, voting, and fee sharing. The protocol consists of the following main parts that work together: decentralized stablecoin lisUSD and BNB liquid staking token slisBNB.

3) Google Arama Bölgesi

Küresel bir perspektiften bakıldığında:

ETH ETF: A new compliance milestone in the crypto world: Ethereum spot ETF finally approved. On May 23rd, local time in the United States, the U.S. Securities and Exchange Commission (SEC) officially approved all Ethereum ETFs, providing investors with a new opportunity to invest in Ethereum through traditional financial channels. This decision is seen as a major endorsement of the cryptocurrency industry, becoming the second cryptocurrency ETF approved by the SEC after the spot Bitcoin ETF. After approval, the price of Ethereum rose slightly and fluctuated around $3,800, reaching a high of $3,856. It is currently reported at $3,807, a 24-hour increase of 1.3%. After the news landed, the fluctuation was not as large as in the previous few days, but it caused a lot of attention on the entire Twitter social media.

Her bölgedeki sıcak aramalardan:

(1) Europe and CIS regions show a certain degree of interest in MEME:

As the crypto market rebounded significantly, PEPE tokens continued to hit new highs, and users began to buy back their chips into MEME coins to gain higher returns. From the searches of European users, it can be seen that European users generally search for MEME coins more frequently, which also means that users in the European market are more involved in the MEME coin market.

(2) The Asian region has shown a clear increase in attention to BTC, ETH ETFs, etc.:

Influenced by Bloombergs report that Hong Kong may pass BTC and ETH ETFs this week, searches in the Asian region have clearly increased their attention to the event. As the core region of Asian finance, Hong Kong has always been at the forefront of financial innovation. With the passage of ETFs, it has once again become the focus of Asia. Traditional finance and large funds can enter the encryption field through this channel, which has a positive impact on both industry development and retail investment.

Potansiyel Airdrop Fırsatlar

Kutsal alan

Solana Ecosystem LST Protocol Sanctum, sadakat programı Sanctum Wonderland'ın lansmanını resmen duyurdu. Raporlara göre, Sanctum Wonderland, oyunlaştırılmış bir deneyim aracılığıyla faydalar elde etmek için SOL'u tam olarak kullanmayı hedefliyor. Kullanıcılar evcil hayvanları toplayabilir ve SOL'u stake ederek yükseltmek için deneyim puanları kazanabilir ve evcil hayvanlar aracılığıyla EXP kazanabilir.

Daha önce, Solana ekosistemi likidite staking hizmeti protokolü Sanctum, Dragonfly liderliğinde Solana Ventures, CMS Holdings, DeFiance Capital, Genblock Capital, Jump Capital, Marin Digital Ventures ve diğerlerinin katılımıyla tohum turu uzatma finansman turunu tamamladı. Toplam finansman artık US$6,1 milyona ulaştı.

Belirli katılım yöntemi: bağlantıyı açın, cüzdanı bağlayın, davet kodunu girin, ② Sol'u Infinity ile değiştirin, en az 0.122 SOL + 0.05 yatırın. Mevduat cüzdanının en az 0.172 SOL hazırlaması ve en az 0.11 SOL yatırması gerekir. Evcil hayvan otomatik olarak büyüyecek ve EXP kazanacaktır. LST bakiyesi 0.1 SOL'den düşük olduğunda, evcil hayvan kış uykusuna girecek ve EXP kazanmayı bırakacaktır. Yetenekli olanların 1 SOL'den fazla yatırmaları önerilir. 1 SOL, dakikada 10 EXP kazandıracak ve bu herhangi bir zamanda çekilebilir ve GAS ücreti son derece düşüktür.

Synthr

Synthr is a full-chain synthetic protocol that allows cross-chain minting and transfer of synthetic assets without the need for cross-chain bridges. The project mints assets on-chain through synthetic assets (Synthetix), which means that its technology can easily bring RWA to the chain, such as real estate, bonds or stocks, for cross-chain transactions and transfers.

The project raised $4.25 million from top funds including MorningStar Ventures, Kronos Research, and Axelar Fdn.

Specific participation method: The project has just been opened for testing. Users can participate in early interactions by entering the test network, registering a wallet, and receiving test coins through the faucet. Continue to pay attention to the subsequent progress of the project and actively participate in various on-chain interactions.

Bitget Araştırma Enstitüsü hakkında daha fazla bilgi: https://www.bitget.fit/zh-CN/research

Bitget Araştırma Enstitüsü, zincir içi verilere ve değerli varlıkların madenciliğine odaklanmaya odaklanıyor. Zincir içi verilerin gerçek zamanlı izlenmesi ve bölgesel sıcak aramalar yoluyla son teknoloji değer yatırımlarını çıkarır ve kripto meraklıları için kurumsal düzeyde bilgiler sağlar. Şimdiye kadar Bitgets küresel kullanıcılarına [Arbitrum Ekosistemi], [Yapay Zeka Ekosistemi] ve [SHIB Ekosistemi] gibi birçok popüler sektörde erken aşama değerli varlıklar sağladı. Derinlemesine veriye dayalı araştırma sayesinde, Bitgets'in küresel kullanıcıları için daha iyi bir zenginlik etkisi yaratır.

【Feragatname】Piyasa risklidir, bu nedenle yatırım yaparken dikkatli olun. Bu makale yatırım tavsiyesi niteliğinde değildir ve kullanıcılar bu makaledeki herhangi bir fikir, görüş veya sonucun kendi özel koşullarına uygun olup olmadığını düşünmelidir. Bu bilgilere dayanarak yatırım yapmanın riski size aittir.

This article is sourced from the internet: Bitget Research Institute: US SEC approves Ethereum spot ETF 19b-4, ETHFi and other ecological assets are expected to continue to rise

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