Bitget Research Institute: SUI Ecosystem TVL breaks through 900 million USD to a new high, Solana Breakpoint supports SO

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 sectors with unusual movements and those that deserve special attention in the future are: SUI ecology and Solana ecology;

• Hot search tokens and topics among users are: EARNM, PENDLE, GRASS;

• 潛在的 人工智慧rdrop opportunities include: Story Protocol, Fuel Network;

Data statistics time: September 23, 2024 4: 00 (UTC + 0)

1. Market environment

BTC spot ETFs have seen net inflows on 4 of the past 5 working days, with a net inflow of $397 million last week. BTC pr冰s have risen by 9% in the past week and are currently fluctuating between $62,000 and $64,500. The ETH/BTC exchange rate has rebounded to 0.04, and the gas on the ETH chain has risen to more than 20 gwei.

The TVL of the SUI ecosystem exceeded 900 million US dollars, setting a new record high. The price of SUI currency rose by 48% in 7 days, and the market hyped the concept that SUI will become the Solana killer. The Solana Breakpoint 2024 conference ended, and a large number of project parties announced new plans and major product iterations at the conference. There was no obvious impact on the price of SOL currency, but these laid a good foundation for supporting the long-term 發展 of the Solana ecosystem.

2. Wealth-creating sector

1) Sector changes: SUI Ecosystem

Main reasons: The TVL of the SUI ecosystem broke through its historical high, and the market hyped the concept that SUI will become the Solana killer; Suis underlying technology, such as its unique object model and Move programming language, provides an efficient and secure platform, which attracts developers and projects.

上漲情況：

In the past 7 days, SUI rose 48%, CETUS, NAVX and SCA rose 50%, 93% and 19% respectively.

影響後市的因素：

In fact, the SUI ecosystem has not yet formed a strong moat or killer application, and the transaction activity within the ecosystem is not high. The coin price may be hyped in the short term, but in the long run, if the coin price wants to continue to rise, it still needs the support of significant fundamentals and product improvements. In 7 days, SUI will usher in the unlocking of 100 million US dollars, and the coin price may fluctuate greatly before and after the unlocking.

2) Subsequent sectors worth paying attention to: SOL and Solana ecosystem

主要原因：

The Solana Breakpoint 2024 conference has ended, and a large number of project parties announced new plans and major product iterations at the conference, such as:

(1) Solayer announced at the Solana Breakpoint Conference that it will work with OpenEden to launch the yield-generating stablecoin SUSDC;

(2) Magic Eden announced at the Solana Breakpoint event that it will launch the ME token on Solana;

(3) A Coinbase spokesperson said that cbBTC will run on the Solana chain;

(4)……

Although the impact of these developments and good news on Solana is not immediately reflected in the price of SOL, the development of Dapp and the prosperity of the ecosystem need to rely on these as support, which lays a good foundation for supporting the long-term development of the Solana ecosystem.

3.用戶熱搜

1) 流行的Dapp

EARNM

EARNM is a MobileFi and DePIN rewards platform that transforms smartphones into EarnPhones. Through the proprietary Fractal Box protocol, EARNM combines the accessibility of Web2 with the innovative rewards of Web3 to foster a balanced and growth-oriented deflationary ecosystem.

EARNM plans to continue expanding its ecosystem through its innovative MobileFi and DePIN solutions, with the goal of creating a global network for earning rewards centered on mobile phones, driving a new digital economic model. As of now, EARNM has become one of the top three dApps on DappRadar, showing its great success in user growth and activity.

EARNM represents a new type of mobile finance and loyalty rewards system that leverages blockchain technology and the ubiquity of mobile devices, aiming to provide users with a new source of income while providing businesses with new marketing and user incentive tools.

2）推特

Hamster Kombat:

Hamster Kombat is a click game based on Telegram. Players can purchase replacement coins by clicking and other methods. Players play the role of the CEO of a cryptocurrency exchange. Just click on the hamster on the screen on Telegram to get coins. By earning coins to strengthen the exchange and upgrade the hourly profit, you can get token airdrop rewards in the future. Players can also increase their income by subscribing to Telegram channels, inviting friends, etc.

3) 谷歌搜尋區域

• 從全球角度來看：

彭德爾

Pendle has officially entered the Bitcoin yield space, offering Bitcoin holders new yield strategies and fixed income trading opportunities by launching a BTC pool. This move comes at a time when the markets interest in Bitcoin staking and its yield opportunities is rapidly rising. Pendle works with a variety of Bitcoin yield protocols, including Corn LBTC and EtherFis eBTC, through which users can gain new yield opportunities. In the future, there are plans to launch more re-staking Bitcoin yield pools such as Bedrock uniBTC, Solv solvBTC, and PumpBTC.

Pendles V3 upgrade will further improve liquidity and scalability, and is expected to attract more investment into the BTCFi space. This upgrade is part of Pendles multi-phase plan in the Bitcoin yield space, dubbed Bitcoin Arc.

• 從各地區熱搜來看：

(1) Grass is the main focus of CIS and other regions. In addition, Crypto Bubble has become a hot search in Ukraine, Russia and other regions, indicating that CIS pays more attention to the secondary market.

(2) Hot searches in Europe and the United States are scattered, mainly focusing on projects with very good recent growth, including: AERO, AIOZ, PENDLE and other projects;

(3) Asian users pay more attention to weighted coins, including BTC, ETH, etc., and the search volume for Crypto Exchange in the Middle East has increased.

潛在的 空投 機會

故事協議

Story Protocol is an IP management protocol. The project aims to change the way humans record history by leveraging blockchain technology, recording content and IP on various blockchains and connecting them.

The project recently completed a $80 million Series B financing, led by a16z Crypto, with other participating institutions including Foresight Ventures, Hashed, etc. As of now, PIP Labs, the open team behind Story Protocol, has raised $140 million, with a valuation of $2.25 billion. The market attention is very high, and it may become a leading project in the new track of blockchain.

Specific participation method: Story Protocol has cooperated with multiple projects, including Colormp, etc. Users can participate in the Launch NFT casting of these projects, and continue to maintain project progress and complete the corresponding tasks, and may obtain future IP token airdrops.

Fuel

Fuel is a UTXO-based modular execution layer that brings globally accessible scale to Ethereum. As a modular execution layer, Fuel can achieve global throughput in a way that monolithic chains cannot, while inheriting the security of Ethereum.

In September 2022, Fuel Labs successfully raised $80 million in a round of financing led by Blockchain Capital and Stratos Technologies. Multiple leading investment institutions invested, such as CoinFund, Bain Capital Crypto and TRGC.

Participation method: You can directly deposit the tokens accepted by Fuel into the points you have earned. Participants can earn 1.5 points per day for every $1 they deposit in the following assets:

Points: ETH, WET, eETH, rsETH, rETH, wbETH, USDT, USDC, USDe, sUSDe and stETH; From July 8th to 22nd, depositing ezETH will earn you 3 points per day.
Original link: https://www.bitget.fit/zh-CN/research/articles/12560603815936

【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。

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