Bitget研究院：德國政府錢包持續拋售，市場面臨流動性危機

74 0 0

過去24小時，市場上出現了許多新的熱門幣種和話題，很有可能就是下一個賺錢的機會。

Bitcoin (BTC) fell below $56,000 in the early trading hours, and the decline in 24 hours widened to nearly 5.8%, and fell to the lowest price since early May. Various selling information added up, making the market pessimistic and illiquid. Among them:

The sectors with relatively strong wealth-creating effects are: ETH ecology, AI sector
Hot search tokens and topics by users: Unisat, Hamster, Tapswap
Potential airdrop opportunities include: Magic Eden Wallet, Movement

Data statistics time: July 5, 2024 4: 00 (UTC + 0)

1、市場環境

Bitcoin (BTC) fell below $56,000 in early trading, extending its 24-hour decline to nearly 5.8% and falling to its lowest price since early May. The sell-off came as wallets at defunct cryptocurrency exchange Mt. Gox showed signs of activity for the first time in a month, with the German government transferring more than $75 million to cryptocurrency exchanges, which were sent to Kraken and Coinbase, with an apparent intention to sell.

The combined effects of various selling information have made the market pessimistic and liquidity poor. Investors are advised to wait and see in the near future.

2. 致富領域

1) The sector that needs to be focused on in the future: ETH ecosystem

主要原因：

The Ethereum spot ETF listing and trading plan failed on July 4, causing some tokens in the Ethereum ecosystem to fall. However, there is still a chance that the Ethereum spot ETF will be listed and traded in mid-July, so some tokens in the Ethereum ecosystem may have a certain chance of oversold rebound.
Bloomberg ETF analyst James Seyffart said on social media, Asset management company Bitwise has submitted a revised S-1 form for the Ethereum spot ETF, a few days ahead of the July 8 deadline. Other issuers are expected to submit more revised S-1 forms this week. We believe these products may be listed later next week or the week of the 15th.

影響後市的因素：

There are two core factors that affect the price of Ethereum ecosystem project tokens: 1. Whether the Ethereum spot ETF can be listed and traded in the near future, and 2. The regulatory attitude of the US SEC towards some projects. If the Ethereum spot ETF can be approved and listed for trading in mid-July, it will be a big positive for all Ethereum ecosystem projects. Otherwise, it may cause trading expectations to fail and lead to market sell-offs.

2）未來需要重點關注的領域：AI領域

主要原因：

IO, ATH and other recently launched AI track infrastructure projects have received widespread attention from the market. Such projects as platforms can generate relatively stable cash flow. At the same time, as the core narrative of the global technology community, the AI track will also continue to raise the valuation of AI projects in the crypto industry.
Due to the recent market decline, AI sector tokens have generally experienced a severe correction. The short-term blow to market sentiment has led to oversold prices. After the market recovers, the value return is expected to rebound strongly.

影響後市的因素：

AI narrative: Projects such as IO and ATH are AI computing power supply platforms and belong to infrastructure projects. If such projects can form cooperation with the mainstream technology industry, such as reaching cooperation projects with companies such as Apple, Microsoft, and Nvidia, then the valuation of project tokens will naturally rise;
Core data of ecological development: The cash flow of platform projects is relatively clear. If the platform demand can continue to develop healthily and generate stable cash flow, the valuation of platform tokens will enter a healthy development.

3.用戶熱搜

1) 流行的Dapp

Unisat

UniSat officially announced that it had completed its Pre-A round of financing in May this year, led by Binance. The specific amount of financing has not been disclosed. Unisat said that this strategic investment strengthened the existing technical and business partnership between the two parties and laid a solid foundation for further cooperation in the future. Previously, Inception Capital stated in May that it had participated in UniSats Pre-A round of financing.

2）推特

Bitget研究院：德國政府錢包持續拋售，市場面臨流動性危機

Hamster:

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 hourly profits, you can get token airdrop rewards in the future. Players can also increase their income by subscribing to Telegram channels, inviting friends, etc. The number of users has exceeded 200 million, making it the third fastest application in history to reach 150 million users.

3) 谷歌搜尋區域

Bitget研究院：德國政府錢包持續拋售，市場面臨流動性危機

從全球角度來看：

抽頭交換：

Various tap-to-earn gaming apps on Telegram have been gaining popularity in the community since the beginning of 2024. TapSwap was launched on February 15, 2024, and users can earn in-game tokens by tapping and completing tasks. Today, the app has more than 50 million users worldwide, with nearly 1 million active users online.

從各地區熱搜來看：

（1）亞洲國家：「為何今日加密貨幣下跌」、「貪婪恐懼指數」等字眼出現在亞洲多國熱搜榜首，投資人最關心的是市場暴跌的原因。

(2) European and American countries: There are no obvious hot spots. The tokens and terms on the top search lists of different countries are different. For example, Italian traders are paying attention to TAO, NOT, SOL, etc., German users are paying attention to SOL, LDO, and British users are paying attention to ETH, TAO, etc.

潛在的空投機會

魔法伊甸園錢包

Magic Eden是知名的NFT 市場，獲得了 Coinbase、Paradigm 和 Solana 等重量級創投公司的投資。 Magic Eden 在推特上表示，錢包內代幣領取產品將於第三季稍後推出。

Magic Eden Wallet 是其行動應用程式。除了透過交易NFT等方式獲得鑽石積分外，Magic Eden即將在其官方推特上發布Magic Eden手機錢包的測試鏈接，供用戶測試。這也可能是獲得空投的一種方式。

How to participate: (1) Follow Magic Eden Wallet’s Twitter account (https://x.com/MagicEdenWallet) and set reminders; (2) When the account sends a test invitation link, you can quickly click in to use and test the App. Only a few thousand places are available each time.

移動

區塊鏈開發團隊Movement Labs成立於2022年，先前曾於2023年9月完成$340萬種子輪融資。、多邊形和任意主義。

近日，Movement Labs 完成 US$3800 萬 A 輪融資，由 Polychain Capital 領投，Hack VC、Foresight Ventures、Placeholder 等多家知名機構跟投。

更多關於Bitget研究院的資訊：https://www.bitget.fit/zh-CN/research

Bitget研究院專注於鏈上數據，挖掘有價值的資產。它透過即時監測鏈上數據和區域熱搜，挖掘前沿價值投資，為加密貨幣愛好者提供機構級洞察。目前已為Bitgets全球用戶提供了【Arbitrum生態系統】、【AI生態系統】、【SHIB生態系統】等多個熱門領域的早期有價值資產。透過深入的數據驅動研究，為Bitgets全球用戶創造更好的財富效應。

【免責聲明】市場有風險，投資需謹慎。本文不構成投資建議，使用者應考慮本文中的任何意見、觀點或結論是否適合自己的具體情況。根據此資訊進行投資的風險由您自行承擔。

This article is sourced from the internet: Bitget Research Institute: German government wallets continue to sell off, and the market is facing a liquidity crisis and plummeting across the board

相關：SignalPlus 波動率專欄 (20240611)：關鍵 36 小時

美國週四上午將召開新一輪FOMC會議，而在此之前，週三晚間將有重磅CPI通膨數據公佈，這讓全球市場如坐針氈。根據金石報道，聯準會喉舌Nick Timiraos表示，大多數買方經濟學家和其他專業聯準會觀察家現在預計聯準會將在9月或12月降息一到兩次。現階段存在兩個風險。一是聯準會將把良好的經濟活動視為政策不夠緊縮、高利率維持時間不夠長的訊號；另一個風險是聯準會試圖先發制人的打擊可能會點燃市場。資料來源：SignalPlus、經濟…