Bitget研究院：美國BTC ETF 7日淨流出US$10.15億 避險情緒持續升溫

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。

The current price of Bitcoin is $56,300, down 5% from last month, and the Bitcoin spot ETF has a net outflow of $1.015 billion in seven days. Among them:

• The sectors with strong wealth-creating effects are: AI sector, SOL Meme coin;

• The most popular tokens and topics searched by users are: Aleo, Yuga Labs;

• Potential airdrop opportunities include: Zircuit, Symbiotic;

Data statistics time: September 6, 2024 4: 00 (UTC + 0)

1、市場環境

Bitcoin is currently trading at $56,300, down 5% from last month and more than 23% from its all-time high of $73,500 six months ago. According to Farside Investors, Bitcoin spot ETFs saw a net outflow of $1.015 billion in seven days, and the upcoming easing cycle has so far not inspired any enthusiasm to push prices higher. In the past few weeks, each rate cut signal has only temporarily broken Bitcoins downward trend. The market is generally quiet.

So far, the manufacturing PMI, the Fed Beige Book and the ADP August employment report have all shown a weaker economy, which has strengthened the possibility that the Fed may adopt a bolder easing policy. According to CME FedWatch data, the probability of a 50 basis point rate cut is 44%, compared with 34% a week ago. With the expectation of a larger rate cut, it is expected to boost the Bitcoin market.

2. 創造財富的部門

1）未來需要重點關注的領域：AI領域

主要原因：

• Tadao Nagasaki, CEO of OpenAIs Japanese subsidiary, revealed that OpenAIs new generation model code-named GPT-Next is expected to be 100 times more powerful than the existing GPT-4 model and is scheduled to be released later this year.

• SSI, a new AI company founded by the former chief scientist of OpenAI, has completed a $1 billion financing, with a16z and others participating in the investment. The enthusiasm for financing in the AI market remains high.

影響後市的因素：

• Nvidias subsequent trend: Nvidia is a bellwether of the AI track, affecting the markets overall valuation of the AI track. If Nvidia continues to rebound in the U.S. stock market tomorrow, the AI sector of the crypto market is expected to continue to rebound;

• Impact of news: Pay attention to the product updates and partnerships recently promoted by the project party. If an AMA is held, you can consider deploying related assets in advance, because there is a high probability that good news will be released in the near future using the improved liquidity environment.

2）未來需要重點關注的板塊：SOL Meme Coin（WIF、BONK、POPCAT）

主要原因：

• The Solana Foundation announced the launch of the “Radar” hackathon competition, and registration is now open on the Colosseum platform;

• Binance plans to launch a Solana (SOL) staking product by the end of September, while Bitget is also about to launch a liquid staking token;

具體幣種列表：

• WIF: Solana ecosystem’s Meme coin, previously listed on Robinhood. The SOL token rises, and generally the Solana head MEME coin rises faster;

• BONK、POPCAT：Solana 上的核心迷因幣。近期成交量有所增加。交易需求較高，有代幣佈局空間。

3.用戶熱搜

1) 流行的Dapp

Aleo:

Aleo, a programmable privacy network, announced the airdrop targets and token claiming process of the incentive plan, and will open the claiming of reward tokens to eligible participants after the mainnet launch. Aleo is a developer platform for building fully private, scalable and cost-effective applications. Using zero-knowledge cryptography, Aleo moves smart contract execution off-chain to enable a variety of decentralized applications that are both fully private and can scale to thousands of transactions per second.

2）推特

Yuga Labs:

Greg Solano, co-founder of Yuga Labs and BAYC, who recently took over as Yuga Labs CEO, said the company is rethinking its roadmap with a new set of initiatives called BluePrint.

The Bored Ape Yacht Club-themed project will launch a consumer application to attract new users and inspire community building on the upcoming ApeChain network, which a Yuga Labs employee confirmed is “coming soon.”

3) 谷歌搜尋區域

從全球角度來看：

Jupiter:

Solana ecosystem DEX aggregator Jupiter announced that spot trading has integrated the token issuance platform Moonshot, and users can now use a full set of spot trading tools including limit orders, DCA and value averages. Jupiter co-founder Meow posted on the X platform that encryption is an extremely difficult game.

從各地區熱搜來看：

(1) There is a certain amount of meme search popularity in Europe, America and the English-speaking region: In Canada, Australia, the Netherlands and Poland, the attention to hot words is relatively scattered, with some attention paid to Blum, Yescoin, etc., and hamster kombat appeared in the hot search terms in the UK;

(2) There are no obvious hot spots in Asia, Latin America and other regions, and the hot search terms are scattered. A few countries mentioned the TON meme ecological game, as well as Jupiter, Solana, etc.

潛在的 空投 機會

齊爾庫特

Zircuit是一個基於zkRollup的平行且人工智慧整合的Layer 2公鏈專案。由 Pantera 和 Dragonfly 投資。目前該項目的TVL已超過11億美元。 Zircuits目前的生態系統正在逐步完善，已經包含了Stake、跨鏈橋、瀏覽器等功能。用戶還可以透過參與生態建設和社區互動來獲得空投資格。

具體參與方式： 1）進入質押頁（https://stake.zircuit.com/）參與質押贏點數； 2）參與節點部署贏積分（https://build.zircuit.com/build）。

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’s official website, link your wallet, and deposit ETH and ETH LSD assets.

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: US BTC ETF has a net outflow of US$1.015 billion in seven days, and risk aversion continues to increase. It is recommended to wait and see

Related: Bitget Research Institute: The market may usher in the last drop, and BTC may consider buying the bottom in batches when

In the past 24 hours, many new popular currencies and topics have appeared in the market, which may be the next opportunity to make money, including: The sectors with strong wealth creation effect are: SOL Meme coin, RWA sector (ONDO, Pendle) Hot search tokens and topics by users: Solayer, Fractal Potential airdrop opportunities include: Plume Network, Fuel Data statistics time: August 28, 2024 4: 00 (UTC + 0) 1. Market environment In the past 24 hours, BTC briefly fell to $58,000, and ETH briefly fell below $2,400. BTC ended its rebound and plummeted yesterday. The gas on the ETH chain dropped to 1 gwei. The market is extremely lacking in hot spots. The number of bitcoins in the exchange has dropped to the lowest level since November 2018. In the…