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Bitget研究院:BTC ETF連續兩天淨流入 市場短期將反彈

分析3 个月前發佈 6086比...
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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, 包括:

  • Sectors with strong wealth creation effects are: real income sectors (BANANA, AAVE, APT, SUI) and other tokens that are about to be unlocked in large amounts;

  • Hot searched tokens and topics: Catizen, Ether.fi

  • Potential airdrop opportunities include: Plume Network, Movement

Data statistics time: September 11, 2024 4: 00 (UTC + 0)

1、市場環境

In the past 24 hours, the price of BTC hovered around $56,000, and the total transaction volume of 11 US spot Bitcoin ETFs reached $711 million, the third lowest level since its launch. The US Bitcoin spot ETF had a net inflow of $116.97 million yesterday. The US Ethereum spot ETF had a net inflow of $11.4 million yesterday. The investment in the primary market has slowed down recently. Sonys Layer 2 network Soneium will cooperate with Sony Bank to launch a Japanese yen stablecoin, and the market continues to pay attention.

From a macro perspective, the cryptocurrency market has stabilized after last weeks volatility, but implied volatility remains high. The market remains vigilant about major events that will take place this week, especially the debate between Trump and Harris and the release of CPI data. Affected by the sharp drop last week, the market remains cautious about downside risks, and the risk reversal of Bitcoin and Ethereum still favors put options until October.

2. 致富領域

1) 產業變化:實際收入產業(BANANA、AAVE)

主要原因:

  • 在當前低迷的市場環境下,市場正在尋找加密產業中能夠真正產生收入並將收入分配給代幣持有者的項目。 BANANA作為領先的TG Bot項目,擁有相對穩定的市場份額和強大的代幣價格支撐。隨著MEME市場的收購,專案收益價格也是客觀的。 AAVE近期鏈上數據顯示,鏈上活躍借貸用戶數量創歷史新高。借貸用戶的增加將進一步增加協議收入;

Increase: BANANA increased by 2.5% in the past 24 hours, and AAVE increased by 10.4% in the past 24 hours;

影響後市的因素:

  • 市場佔有率:市場佔有率是衡量這些項目實際收入的重要指標。由於目前加密貨幣市場份額有限,能夠維持最高的市場份額是專案維持高永續收入的關鍵。目前,BANANA位居TG機器人前三,AAVE位居借貸領域第一,用戶黏性較高,綜合表現優異。

  • 相關收入分配政策:AAVE的一項新提案考慮增加費用轉換功能,將平台的部分淨超額收入返還給其關鍵用戶。此舉也可能導致 AAVE 協議重新質押,為 AAVE 及其用戶提供新的收入來源。

2) Sectors that need to be paid attention to in the future: APT, SUI and other tokens that are about to be unlocked in large amounts

主要原因:

  • On September 12, SUI and APT will unlock 3.24% and 2.35% of their circulation respectively, which is 82 million USD and 81 million USD according to the current market price. APT has a precedent of continuous violent pull before and after the big unlock, but it may be very different according to the current market conditions and market sentiment. You can focus on trading opportunities before and after the token big unlock.

Specific currency list: APT, SUI

3.用戶熱搜

1) 流行的Dapp

Catizen:

Catizen is an innovative game based on the TON ecosystem. The game consists of a virtual cat cafe based on the MEOWverse structure. Different breeds of virtual cats can unlock different levels and player credentials. Steve Yun, chairman of the TON Foundation, tweeted to support the Telegram cat-themed game platform Catizen. The article mentioned that Catizen has 36 million registered users and more than 860,000 paying users. Various exchanges are about to launch Catizen. Bitget, OKX, Bybit, KuCoin and other exchanges have confirmed their launch.

2)推特

Bitget研究院:BTC ETF連續兩天淨流入 市場短期將反彈

Ether.fi:

Ethereum re-staking protocol ether.fi released the fourth season airdrop Temp Check proposal. The fourth season reward started on September 15th, and a season will run every 4 months, and each season has corresponding unique rewards. The Ether.fi protocol earned $2.19 million in August and is one of the most profitable projects on the Ethereum chain. The current ETHFI price is 1.28, and the total market value is about 1.2 billion US dollars. Users are advised to participate in this project with caution.

3) 谷歌搜尋區域

Bitget研究院:BTC ETF連續兩天淨流入 市場短期將反彈

從全球角度來看:

Simons cat:

FLOKI officially announced that it has successfully completed the airdrop of Simons Cat (CAT) tokens to eligible FLOKI holders. According to the previously announced criteria, users who hold at least 400,000 FLOKI tokens have received proportional airdrops directly on Binance, OKX, and on-chain wallets. After receiving the airdrop, most users chose to sell, and the price of CAT tokens fell by 9.46% on the day. It is recommended to wait and see for the time being.

從各地區熱搜來看:

(1) Blum has become a major focus in South Asia, CIS and other regions, with the countries where related hot searches appearing include: Pakistan, Belarus and Ukraine.

(2) Hot searches in Europe and the United States are scattered, but the main tracks of interest are concentrated on public chains, memes, and exchanges. Among public chains, matic appeared in the hot search terms in Australia, France, Italy, Germany, and Switzerland. Meme tokens such as maneki, shib, doge, and cat were in the hot search terms in the United States, France, Spain, Germany, and Belgium, respectively.

潛在的 空投 機會

羽流網絡

Plume Network 是專用於 RWA 軌道的模組化 L2 網路。其產品形態是整合資產通證化,直接向鏈上供應商產品。該專案近期完成種子輪融資,融資金額為US$10萬。參與機構包括 Haun Ventures、Superscrypt、Galaxy、SV Angel。

該專案近期上線了測試網絡,並推出了Earn Mile、Check In、Passport等活動。

具體參與方式: 1)造訪專案官網,點選Connet Wallet,然後進入App; 2) 透過兌換、質押、投機、完成平台任務、簽到等方式賺取哩程。

移動

Movement Labs was founded in 2022 and previously completed a $3.4 million seed round of financing in September 2023. In addition to its flagship product Movement L2, Movement Labs will also launch Move Stack, an execution layer framework compatible with rollup frameworks such as Optimism, Polygon and Arbitrum.

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。

具體參與方式:進入Movement zealy任務介面(註:社交任務有時間段且任務持續在線),可以與DEX互動,隨意互動幾個測試,等待官網後續動作。
原文連結: https://www.bitget.fit/zh-CN/research/articles/12560603815513

【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: BTC ETF has continued to see net inflows for 2 days, the market will rebound in the short term but still needs to be vigilant against a second drop

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