Bitget研究院：大額看漲期權交易押注比特幣上漲，WazirX黑客拋售導致SHIB暴跌

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。

As U.S. stocks continued to fall and speculation about the presidential election continued to heat up, the cryptocurrency market once again suffered losses on Thursday. At the same time, there were multiple news reports yesterday showing an increase in the strength of Bitcoin bulls, including:

• The sectors with relatively strong wealth-creating effects are: TGBOT sector, Bitcoin ecological projects

• The most popular tokens and topics searched by users are: Banana Gun, Ton, Tapswap;

• Potential airdrop opportunities include: Symbiotic, Elixir

Data statistics time: July 19, 2024 4: 00 (UTC + 0)

1、市場環境

Cryptocurrency markets saw another loss on Thursday as U.S. stocks continued to fall and speculation about the presidential election continued to heat up. Last night, BTC plunged from $65,000 to $63,500 in just two hours, down 1.7% in the past 24 hours. ETH and SOL also fell, but the volatility was smaller than Bitcoin.

Yesterday, there were multiple pieces of news showing the increase in the strength of Bitcoin bulls. According to data disclosed by Deribit officials, in todays block trading on the platform, a user purchased a $100,000 call option for Bitcoin at the end of the year, totaling 1,250 BTC, and paid a premium of $4.737 million. This behavior represents long-term bullishness. At the same time, nine US Bitcoin ETFs increased their holdings by a total of 2,194 Bitcoins yesterday.

2. 創造財富的部門

1) Sector changes: TGBOT sector (UNIBOT, BANANA)

主要原因：

• Binance announced the first project Banana Gun (BANANA) on the HODLer airdrop portal, during which users who subscribe to the BNB Simple Earn product will receive airdrop allocations. Binance will list BANANA at 09:00 (UTC) on July 20, 2024, and add a seed tag.

• The TG bot sector was affected by the launch of BANANA on Binance, and prices generally rose.

Rising: UNIBOT rose 41.23%, BANANA rose 21.43%;

影響後市的因素：

• Good news release: Banana Gun is a typical good news, and the market reaction is good. Previously, the BananaGun treasury address bananagun-treasury.eth has received 800,000 unlocked BANANA, which was then transferred to the new address 0x a 1 a, or in preparation for the Binance airdrop;

• Impact on funding: With the listing of Banana Gun on binance, its liquidity will increase, and the overall market funds for trading such projects will increase in pursuit of higher gains and better trading targets.

2) Sectors that need to be focused on in the future: Bitcoin ecosystem projects (ORDI, SATS, QUARK)

主要原因：

• According to CryptoSlate, former US President Trump will make a landmark statement at the upcoming Bitcoin 2024 conference in Nashville. According to industry insiders, Trump may plan to use Bitcoin (BTC) as a strategic reserve asset for the United States.

具體幣種列表：

• CKB: CKB, a Bitcoin Layer 2 project based on the extended protocol RGB++, has always adhered to its original intention in the competition of Layer 2 solutions. It insists on being isomorphic to Bitcoin and further bridges the shortcomings of the Bitcoin ecosystem.

• BB: BounceBit is a BTC re-staking public chain. The maximum supply of BB is 2.1 billion, and the initial circulation is 409.5 million. It is a Binance Lab investment project. Binance has already launched BB.

• MERL: Merlin Chain is currently listed on mainstream exchanges such as OKX. It is a Layer 2 project based on the Bitcoin network. The TVL on the Merlin chain has reached 1.18 billion US dollars, making it the project with the highest TVL in Bitcoin L2.

3.用戶熱搜

1) 流行的Dapp

Banana Gun:

Yesterday, Binance announced the listing of Banana Gun ($BANANA), a leader in the first echelon of Telegram trading robot projects. The project has maintained a leading position in the TG Bot track since its inception. Bitget launched the token as soon as the project TGE was held on September 19, 2023. The closing price of the day was $11.29, a 607% increase from todays $68. This project is the first project launched by Binance HODLer 空投s. Binance HODLer Airdrops is a program that rewards BNB holders with token airdrops based on historical snapshots of BNB balances. By subscribing to BNB Simple Earn, users will automatically qualify for the HODLer airdrop (as well as Launchpool and Megadrop rewards).

2）推特

噸：

With the recent market recovery, market speculation has risen again, and the most noteworthy one is the TON ecosystem. It is worth mentioning that the Meme token, which was previously popular on Solana, has recently become popular on the TON ecosystem. In addition to the previous NOT token, Hamster Kombat, Catizen and DOGS have also been popular recently. Once these projects were launched, they received widespread attention.

3) 谷歌搜尋區域

從全球角度來看：

抽頭交換：

Tap-2-Earn Telegram mini-app TapSwap was recently launched on the TON blockchain. Ton said that TapSwap was launched on February 15, 2024. Users earn in-game tokens by clicking and completing tasks. Today, the app has more than 50 million users worldwide and nearly 1 million active users online. Yesterday, Twitter announced that it would hold an AMA event with OKX Wallet. At the same time, many users participated in the USDT-USDC exchange on tapswap. Twitter was abuzz with the search popularity.

從各地區熱搜來看：

(1) There are no obvious characteristics in the Google Trends hot searches of Asian countries. Tokens with strong wealth effects such as GODS, A 8, and ALICE have become the focus of market attention. Assets such as BTC, LDO, and RPL are also on the list of hot searches in Asian countries.

(2) MAGA, FLOKI and other meme assets are on the hot search list in Europe and the United States. Recently, due to the US election, Trump-related tokens have received a lot of attention, forming an initial focus of market attention, and there will be a certain wealth effect in the future.

Potential Airdrop Opportunities

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.

靈丹妙藥

Founded in 2022, Elixir is a modular DPoS liquidity network that enables anyone to provide liquidity directly to the order book, bringing liquidity to long-tail crypto assets and allowing exchanges and protocols to bootstrap liquidity on their ledgers.

On March 12, 2024, Elixir completed an $8 million Series B financing round with a valuation of $800 million; on October 18, 2023, Elixir completed a $7.5 million Series A financing round; on January 17, 2023, Elixir completed a $2.1 million seed round of financing; investors include Hack VC, GSR, Sui, and Amber Group.

How to participate: Earn points by participating in Apothecary. You can deposit at least $100 in ETH to mint elxETH to unlock the treasure chest. elxETH is a native yield token backed by ETH at a 1:1 ratio. After the mainnet is launched, it will become a full-chain LP token to power the order book liquidity of the exchange. At the same time, you can provide liquidity to Elixir-supported protocols through https://agg.elixir.xyz/.

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: Large call option transactions bet on Bitcoins rise, WazirX hacker selling caused SHIB to plummet

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