Bitget研究院：ETHE大量流出導致ETH短暫跌破$3,100，MUMU跌破

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 fell to $64,000 before rebounding to $67,000 in early Asian trading amid a stock market crash and weakening sentiment for risk assets including cryptocurrencies. Ethereum continued to see net outflows, with:

• The sectors with relatively strong wealth-creating effects are: Solana Meme sector, BTC inscription sector;

• The most popular tokens and topics among users are: Polymarket, Solana;

• Potential airdrop opportunities include: Allora Network, RedStone;

Data statistics time: July 26, 2024 4: 00 (UTC + 0)

1、市場環境

Against the backdrop of a stock market crash and weakening sentiment for risk assets including cryptocurrencies, Bitcoin fell to $64,000 before rebounding to $67,000 in early Asian trading. The rise led to the liquidation of some short positions. According to Coinglass data, $34.21 million of short positions were liquidated in the past four hours, of which $31.47 million were liquidated. The main reason is that the continuous net inflow of Bitcoin ETFs has provided obvious buying momentum for the market. Yesterday, the US spot Bitcoin ETF had a total net inflow of $31.4 million.

Ethereum has given back some of its gains after falling more than 8% yesterday, but is performing worse than the broader cryptocurrency market after Grayscale鈥檚 Ethereum Trust ETF (ETHE) saw outflows worth $346.2 million.

2. 致富領域

1) Sector changes: Solana Meme (MUMU, NUB)

主要原因：

• The trading volume of Solanas on-chain DEX surpassed that of the Ethereum mainnet for the first time in the past 30 days, and users flocked to trade meme tokens. Currently, the daily trading volume of the leading meme token exceeds US$50 million.

Rising situation: MUMU and NUB rose by 107.79% and 29.92% respectively within 24 hours;

影響後市的因素：

• SOL 代幣走勢：在 Solana 生態系統中，SOL 代幣的趨勢會影響整個生態系統代幣的價格，因為 DEX 上的許多代幣都是以 SOL 定價的。繼續關注SOL價格走勢。如果SOL保持上漲趨勢，您可以繼續持有SOL生態系統資產。

• 持倉量增減：昨日SOL持倉量上升，顯示熱錢湧入。使用tv.coinglass網站上的合約資料來了解主要資金的動向。首先看該合約淨多頭部位的增加；然後看合約數據是否顯示多頭淨增、持倉量增加、交易量增加。如果是，說明主力繼續買入，可以繼續持有。

2) Sector changes: BTC inscription sector (ORDI, QUARK)

主要原因：

• UniSat has adjusted the inscription engraving service fee. No service fee will be charged for no more than 20 inscriptions in a single order. If there are more than 20 inscriptions in a single order, the service fee will be charged starting from the 21st inscription.

• Lightning Lab announced the release of Taproot Assets on the Lightning Network, enabling the Bitcoin network to support multiple assets and bring instant low-fee payments.

Rising situation: ORDI and QUARK rose against the trend by 10.89% and 15.94% on the day;

影響後市的因素：

• News level dynamics: Pay attention to the support and dynamics of unisat, KOL, and head exchanges for the inscription track. If there is any relevant favorable announcement, you can invest in time;

• Contract data changes: From the contract data, ORDI has been in a state where the long-short ratio of the contract account is lower than 1 for a long time, indicating that the bulls are large funds; through coinglass data, you can continue to pay attention to relevant data. If the data begins to turn, you should stop profit in time;

3.用戶熱搜

1) 流行的Dapp

綜合市場：

Decentralized prediction market platform Polymarket hit its highest monthly trading volume in July, exceeding $275 million so far this month. The platforms monthly number of traders also broke through the highest level, reaching more than 33,000, an increase of more than eight times from about 4,000 in January, mainly due to the popularity of election-related prediction markets. According to DefiLlama data, Polymarket TVL exceeded $70 million and is now reported at $73.52 million, a 7-day increase of 47.49%. As a blockchain-based decentralized prediction market platform, Polymarket allows users to use cryptocurrency to bet on future outcomes of various topics.

2）推特

Solana:

Defillama data shows that Solana TVL reached 5.15 billion US dollars, second only to Ethereum and Tron, with a 7-day increase of 13.7%. In the past 24 hours, Solanas on-chain NFT sales were close to 6 million US dollars, surpassing Ethereum to rank first. According to CryptoSlam data, in the past 24 hours, Solanas on-chain NFT sales were close to 6 million US dollars, surpassing Ethereum to rank first. Data shows that in the past 24 hours, Solanas on-chain NFT sales reached 5,821,706 US dollars, an increase of 55.7%, while Ethereum was 3,666,892 US dollars, a decrease of 21.53%; Bitcoin ranked third, with sales of approximately 2.902 million US dollars, a decrease of 19.89%. The increase in NFT sales on the Solana chain was mainly driven by the three NFT series: Retardio Cousins, Solana Monkey Business and Mad Lads. In the past 24 hours, the sales of these three NFT series reached approximately US$1.271 million, US$1.081 million and US$871,000 respectively.

3) 谷歌搜尋區域

從全球角度來看：

Why is down today fear and greed index:

Yesterday, the three major U.S. stock indexes fell sharply, Tesla fell 12.33% in a single day, Nasdaq fell 3.64%, and the fear index (VXX) rose 13.55%. The market risk aversion sentiment heated up, and crypto assets followed the decline. ETH ETF was approved. According to the on-chain data, there was a whale selling the news. Yesterday, ETH ETF had a net outflow of 100 million US dollars, and Grayscale became the main force of net outflow. The market needs some time to digest Grayscales short-term selling pressure.

從各地區熱搜來看：

(1) There are no obvious characteristics in the Google Trends hot searches of Asian countries. RWA and SHIBA-level individual MEMEs are the focus of market attention. Market websites Coinglass and Coinmarketcap are also on the list of hot searches in Asian countries.

(2) In the CIS region, Meme coins are more frequently searched, such as BLUM and other hot search terms. In Europe and the United States, the main hot search terms are Monad, crypto ai and other recently popular projects and tracks.

潛在的 空投 機會

阿洛拉網絡

Allora is a decentralized artificial intelligence network dedicated to self-improvement, with the goal of providing smarter and more secure AI services to applications. It opens up a large number of new application design possibilities at the intersection of cryptocurrencies and artificial intelligence by combining cutting-edge technologies such as peer prediction, federated learning, and zero-knowledge machine learning.

The decentralized AI network Allora has completed a strategic financing of US$3 million, with participation from Archetype, Delphi Ventures, CMS Holdings, ID Theory and DCF God. This round of financing began in March and was completed in early June. The financing structure is equity financing. At present, Alloras total financing amount is US$35 million. This round of financing will be used to recruit 5 to 7 employees. In February of this year, Upshot changed its name to Allora and transformed from an NFT evaluation platform to a decentralized AI network. Allora Network is currently in the testnet stage, and Allora Labs is working with the Allora Foundation to launch the mainnet this summer. At present, the team has no clear plans to link points to tokens.

How to participate: After completing anything on Galxe, add the Allora-Testnet test network to your wallet, and after receiving the tokens, select a validator to stake, and link your wallet to send any amount.

紅石

RedStone是一個跨鏈預言機專案。 RedStone 是 LST 和 LRT 的模組化預言機，為多個 L1 和 L2 上的 dApp 和智能合約提供頻繁更新、可靠且多樣化的資料來源。市場預計該項目將於24年下半年發幣。

2022年，RedStone完成了$7百萬種子輪融資，由Lemniscap領投，Coinbase Ventures、Blockchain Capital、Distributed Global、Lattice、Arweave、Bering Waters、Maven 11和SevenX Ventures跟投。 2023年，Aave創始人和Polygon聯合創始人在天使輪投資了這個計畫。

參與方式：（1）透過參與RedStone及其各合作夥伴發布的鏈上活動、Galxe任務等賺取RSG積分。 （2）創作者還可以透過在RedStone Discord伺服器上創作內容並參與指定活動（例如本週最佳內容或名人堂）來賺取RSG積分。

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 outflow of ETHE caused ETH to fall below $3,100 for a short period of time, and MUMU led some Solana MEME to rise

Related: Bitget Research Institute: BTC contract rate turns positive, indicating that funds are buying in the short term, and man

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