在过去的24小时内,市场上出现了许多新的热门币种和话题,它们很有可能是下一个赚钱的机会。
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The sectors with strong wealth-creating effects are: MEME sector and mainstream currency sector;
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The most popular tokens and topics searched by users are: Ethereum, Retik Finance;
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Potential airdrop opportunities include: Myshell, LIFI;
Data statistics time: May 22, 2024 4: 00 (UTC + 0)
1. 市场环境
Yesterday, optimism continued to heat up, and the U.S. Securities and Exchange Commission (SEC)s major shift in attitude towards the potential approval of a spot Ethereum ETF excited crypto investors and pushed the market to continue to rise. The altcoin market was boosted by the positive development of Ethereum, and the top 200 tokens by market value rose on Tuesday. Ethereum (ENS) performed best, up 29.3%, followed by SKALE (SKL) up 20.4%, Metis (METIS) up 16%, and MEME token PEPE hit a record high. At the same time, zkSync plans to generate tokens this week and airdrop in mid-June. The overall market benefit effect is very strong.
In the market, Bitcoin spot ETFs had a total net inflow of $241 million yesterday, continuing net inflows for 6 consecutive days; the deadline for the first round of spot Ethereum ETFs is approaching, and at least 5 spot Ethereum ETF issuers, including Fidelity, Invesco/Galaxy, Ark/21 Shares, and Franklin Clinton, have submitted revised 19 b-4 documents. The Nasdaq and SP 500 both hit record highs. As of the close, the SP, Dow Jones and Nasdaq all rose, up 0.25%, 0.17% and 0.22% respectively. Overall, the macro environment is relatively stable, and the wealth effect of the recent crypto market is expected to continue.
2. 财富创造领域
1) Sector changes: MEME sector (PEPE, FLOKI, PEOPLE)
Main reason: Affected by the sentiment of the crypto market, the market has rebounded sharply recently, funds have begun to flow, and the market wealth effect has spilled over to the Meme sector; if the market maintains an upward trend, you can continue to pay attention to Meme assets. Currently, the assets in this track have a certain wealth effect.
Rising situation: PEPE hit a record high and rose 19%, FLOKI rose 12% in a single day, and PEOPLE rose 30%+ in a single day;
影响后市的因素:
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Whether ETH continues to rise: ETH ecosystem Dex has good liquidity, and many tokens are denominated in ETH on DEX. The rise of ETH can be directly superimposed on the rise of ETH ecosystem assets. If the price of ETH continues to rise, the core assets on Ethereum can often maintain their popularity;
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Community hype enthusiasm: PEPE is the most suitable hype group for American retail investors in terms of imagery. The group is easy to be sentimental. At the same time, PEPE is relatively active in trading, and its price is prone to surges and plunges. The main feature of PEOPLE is that the project owner has almost given up the project, but it still has a high hype popularity. The core reason for the recent surge in PEOPLE is the long squeeze. FLOKI, as an old MEME, has also been quite active recently, which is worth paying attention to.
2) Sector changes: mainstream currency sectors (BTC, ETH, SOL)
Main reasons: Capital markets and risk markets generally surged, with Nasdaq, Dow Jones and SP 500 all hitting record highs. The mainstream assets in the crypto industry, BTC, ETH and SOL, also cleared the haze of the past two weeks.
Rising situation: BTC hovered around $70,000, ETH rose 3%, and SOL broke through $180;
影响后市的因素:
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Further positive news at the macro level: At present, the trend of mainstream crypto assets such as BTC basically shows a positive correlation with the liquidity of the US dollar. As the Federal Reserve gradually releases liquidity to the market, crypto assets will also gradually rise. However, in this process, investors should also pay attention to the Federal Reserves management of market expectations and keep up with the pace of policy;
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ETF approval and ecosystem development: For ETH, whether the ETF can be approved in the near future is an important factor in determining whether ETH can break out of the trend market. For SOL, whether the ecosystem can continue to prosper and gain more market adoption is the core factor that determines whether SOL can continue to rise in the future.
3)未来需要关注的领域:ETH 生态
The main reason is that the ETH ecosystem is relatively undervalued, and the ETH-BTC exchange rate has rebounded. With the release of ETF information and the SECs prosecution of related DeFi, there is room for the ETH ecosystem to expand.
具体货币列表:
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UNI:区块链应用上首个DeFi Swap项目,上个月收到SEC的Wells Notice,Uniswap近期会进行自我认证,形成交易机会;
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LDO:ETH生态中领先的LSD项目,TVL规模345亿美元,估值不到25亿美元,估值相对低估;
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OP:Base链采用OP栈技术构建,去年Base链与OP基金会签署了收益分成协议,间接获得Coinbase背书。
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PENDLE:项目TVL持续上升,目前TVL已达57亿美元,稳定币总市值提升,Restaking赛道的火爆让牛市中PENDLEs业务需求增加。
3. 用户热搜
1)热门 Dapp
Whales Market: Whales Market launched the token issuance platform whales.meme, which is based on the Solana network. Users can safely launch tokens in just a few seconds using the gamified liquidity bootstrapping function. Dexter, the founder of Whales Market, said on his social platform that he launched the first meme coin, GMCAT, on the whales.meme platform. The meme coin is completely decentralized and is being airdropped to the gm.ai pre-sale address and xWHALES holders. Since it is the first token, there may be a certain wealth effect.
2)Twitter
Ethereum: According to Barrons, SEC staff have expressed to exchanges that they are inclined to approve Ethereum spot ETFs. Currently, five potential Ethereum spot ETF issuers have submitted revised 19 B-4 documents for proposed Ethereum spot ETFs to the U.S. Securities and Exchange Commission (SEC) through the Chicago Board Options Exchange (Cboe BZX). Updating the 19 b-4 filing is a key step, but more work needs to be done to ensure the final approval of the ETF. Potential issuers need to obtain S-1 application approval before the product begins trading. That is to say, there is a certain possibility that 19 b-4 and S-1 will be approved on May 23 at the same time, but the possibility is not great, and users can take profits in batches.
3)Google 搜索区域
从全球角度来看:
Retik Finance: Retik Finance is a decentralized finance (DeFi) project. The core functions and components of its ecosystem include the following three modules: DeFi debit card, Retik Pay and Retik wallet. After the launch yesterday, the transaction volume exceeded 10 million, and the on-chain transaction was very popular.
从各地区热搜来看:
(1) The hot search terms in various regions in Asia yesterday had no obvious focus or characteristics.
(2) The focus in Europe, America and Latin America is very scattered, including RWA, AI, ETH ecology and meme tokens.
(3) Discussions on “crypto bubbles” are very concentrated in Africa and the Middle East.
潜在的 空投 机会
蚬壳
MyShell is a Web3-enabled AI platform that allows users to create personalized chatbots, called Shells. The platform is said to currently have about 50,000 creators and over 1 million registered users, and its ecosystem includes multiple tools and services such as OpenVoice, MeloTTS, and Alice. The project currently has a large user base and the official website has a clear airdrop plan, so you can participate early.
The project has a great financing background, with $11 million in Pre-A financing led by Dragonfly, and angel investors such as Bankless Ventures, Balaji, and Lllia. Previously, it completed a $5.6 million seed round of financing at a valuation of $57 million, with participation from INCE Capital, Hashkey Capital, and Folius Ventures.
Specific ways to participate in the airdrop: users can choose to register an account on the official website and exchange shell points by completing daily tasks, including creating a telegram robot, etc. Subsequent airdrop rewards will be based on shell points. Currently, the seventh season of points exchange tokens is underway, and you can continue to participate.
LI.FI
LI.FI is a multi-chain liquidity aggregation protocol that supports the exchange between any two assets by aggregating bridges and DEX aggregators from more than 20 networks including Ethereum, Arbitrum, Optimism, Solana, Polygon, Base, etc.
Cross-chain infrastructure protocol LI.FI completed a US$17.5 million Series A financing round, led by CoinFund and Superscrypt, with participation from Bloccelerate, L1 Digital, Circle, Factor, Perridon, Theta Capital, Three Point Capital, Abra and nearly 20 angel investors.
How to participate: Log in to the project website, conduct cross-chain swaps between multiple chains, maintain the activity of the wallet address and the transfer scale, and you can get potential airdrop opportunities.
Original link: https://www.bitget.com/zh-CN/research/articles/12560603809997
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This article is sourced from the internet: Bitget Research Institute: zkSync plans to issue airdrops in mid-June, PEPE hits a record high
Hong Kong, May 6, 2024 – OKX Ventures , the investment arm of leading cryptocurrency exchange and Web3 technology company OKX, announced a strategic investment in four consumer-oriented products of Web3 Venture Group EVG . These products include Open Social Protocol , the underlying infrastructure of SocialFi , Zeek , a decentralized collaborative social network , Legend of Arcadia , a strategy card game , and Last Odyssey , a real-time strategy game . Jeff Ren, Partner at OKX Ventures, said: “EVG is a leading early-stage builder in Asia, driving meaningful innovation in the fastest-growing verticals such as SocialFi and GameFi. We are excited to support its efforts through strategic investment and network, and look forward to advocating for our shared vision to drive mass adoption in the Web3 space.”…