Bitget研究院：市場負面情緒瀰漫，加速下跌為大盤鋪路

過去24小時，市場上出現了許多新的熱門幣種和話題，這可能是下一個賺錢的機會 . Among them:

• The sectors with strong wealth creation effects are: U-standard financial management pool with high annualized and low risk, and RWA sector (ONDO, Pendle)

• The most searched tokens and topics by users are: Penpie, Flux, AAVE

• Potential airdrop opportunities include: Major, Soneium

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

1、市場環境

In the past 24 hours, the cryptocurrency market suddenly plummeted, and the fear index fell to the lowest level since the market panic in early August. Bitcoin fell to $55,600, and the US spot Bitcoin ETF had a net outflow of more than $287 million yesterday. The main reason was the news that the Governor of the Bank of Japan reiterated yesterday that if the economic and price performance meets expectations, interest rates will continue to rise. In the near future, you can pay attention to the primary market projects that have not yet issued coins, such as the Ethereum L2 network Scroll released a 12-second animated video on the social platform, ending with the text Scroll.Soon., which may imply that major news will be announced soon.

On the macro front, the U.S. ISM manufacturing PMI report for August showed that the U.S. economy continued to shrink. According to the Feds usual data from the Chicago Mercantile Exchange (CME), affected by the weak data, traders raised the probability of the Feds 50 basis point rate cut in September from 30% a day ago to 39%. The main event of U.S. macro news is still Fridays August employment report, which may also be the final factor in whether the Fed will raise interest rates by 25 or 50%.

2. 創造財富的部門

1) Recommended: U-standard financial management pool with high annualized return and low risk

主要原因：

• The market sentiment is in panic and it is difficult to see a big rebound in the short term. Before the main uptrend comes, it is recommended to save a large amount of stablecoins and wait and see, waiting for the market to stabilize before making right-side transactions.

Recommended Projects:

• Kamino: Currently the lending protocol with the highest TVL on Solana. The APY of Supply USDC on the platform is 13%, and the APY of Supply PYSUD is 19%;

• Aries Markets: Currently the protocol with the highest TVL on Aptos. Currently, the APY of Supply USDC on the platform is 10%, and the APY of Supply USDT is 10.5%. Both borrowing and lending have APT as subsidy rewards, and the yield rate is relatively stable.

2) Sectors that need to be focused on in the future: RWA sector (ONDO, Pendle)

主要原因：

• The RWA sector is still the most popular sector in the current cryptocurrency industry, and is considered to have a large market size. ONDO and Pendle occupy the RWA treasury tokenization track and the crypto asset interest rate swap market track respectively. The asset volume ceiling of these two tracks is extremely high, and the protocol income that the protocol can generate increases with the growth of asset volume. Investors should pay special attention to each round of market rebound.

影響後市的因素：

• 協議總資產規模：該類協議的現金流產主要取決於協議的資產規模。隨著協議容納的資產規模逐漸增大，協議所能產生的收入也會逐漸增加，相應的幣價也會有強勁的表現。

• Policy impact: As the cryptocurrency industry gradually passes various legislations and social recognition gradually increases, policies that are favorable to this track will also be one of the main factors for the rise of tokens in this track. As more asset management giants enter this field, I believe that the subsequent development of this field will steadily improve.

3.用戶熱搜

1) 流行的Dapp

Penpie:

Penpie is an interest-bearing asset income aggregator built on Pendle. Due to an attack on its reward protocol, it lost about $27 million. The project has now announced that all deposit and withdrawal operations have been suspended due to a security vulnerability. The Penpie team is doing its best to solve this problem. According to market data, Penpie (PNP) fell below $1 and is now quoted at $0.96, a 24-hour drop of 35.4%.

2）推特

Flux:

Flux is a set of decentralized cloud computing services and Web3 solutions, providing Dapps with a fast, easy-to-manage, decentralized AWS and Google cloud service. Binance Contract Platform launched the FLUXUSDT perpetual contract at 15:00 (Eastern Time Zone 8) on September 3, 2024. Affected by the launch of the contract on Binance, the price of FLUX once rose by more than 40%. The token price has fallen back at present, so it is recommended to participate with caution.

3) 谷歌搜尋區域

從全球角度來看：

AAVE:

Aave Labs announced the introduction of Sky Aave Force, an initiative launched by MakerDAO co-founder Rune and Aave founder Stani to promote mass adoption and narrow the gap between DeFi and TradFi. Sky Aave Force will propose to integrate USDS and savings USDS (sUSDS) on Aave V3 and provide native token rewards. Create a new Spark/Aave market for seamless interaction and exclusive rewards. AAVEs recent business volume and data have steadily increased, and the price of the currency has a good upward trend, so you can participate appropriately.

從各地區熱搜來看：

(1) The enthusiasm for TON mini APP in Europe, America and English-speaking regions has increased significantly: TON public chain appeared in the hot words in Canada, Australia, the Netherlands and Poland, and hamster kombat appeared in the hot search words in the UK;

(2) There are no obvious hot spots in Asia, Latin America and other regions, and the hot search terms are scattered. Only a few countries mentioned the TRON public chain.

潛在的 空投 機會

主要的

Major 是一款以 Telegram 為基礎的極簡遊戲。玩家唯一的目標就是獲得更多的星星。您擁有的星星越多，您的排名就越高，獲得的獎勵就越豐厚。玩家可以透過日常任務、招募人員、完成資訊等標準模式獲得星星。 Bitget推出了盤前市場，您可以根據情況下一些盤前賣單，直接鎖定利潤。

在遊戲中，Major玩家的唯一目標就是獲得更多的星星。您擁有的星星越多，您的排名就越高，獲得的獎勵就越豐厚。目前，Major 為每週排名前 100 名的用戶提供 TON 代幣獎勵：第一名 150；第二名100分；第三名70分；第4名至第4名各50名；第六名至第十名各20名；第11名至第100名各5名。

Specific operation method: 1) You can get initial stars after entering the game; 2) You can further get more stars through daily tasks in the task bar, recruiting people, completing information, etc.;

Soneium

Soneium is an Ethereum Layer 2 launched by Sony that will connect blockchain technology (Web3) with everyday Internet services (Web2). It will utilize Optimism Rollup technology and be built using the OP Stack of the Optimism blockchain ecosystem.

Specific participation method: Soneium will launch the testnet on August 28, 2024, and testnet interaction will be available at that time. Currently, all you can do is learn about the project information and obtain a Discord role first;

原文連結： https://www.bitget.fit/zh-CN/research/articles/12560603815195

【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: The market is full of negative emotions, and the accelerated decline paves the way for the main uptrend

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