Bitget研究院：德国政府钱包持续抛售，市场面临流动性危机

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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。

Bitcoin (BTC) fell below $56,000 in the early trading hours, and the decline in 24 hours widened to nearly 5.8%, and fell to the lowest price since early May. Various selling information added up, making the market pessimistic and illiquid. Among them:

The sectors with relatively strong wealth-creating effects are: ETH ecology, AI sector
Hot search tokens and topics by users: Unisat, Hamster, Tapswap
Potential airdrop opportunities include: Magic Eden Wallet, Movement

Data statistics time: July 5, 2024 4: 00 (UTC + 0)

1. 市场环境

Bitcoin (BTC) fell below $56,000 in early trading, extending its 24-hour decline to nearly 5.8% and falling to its lowest price since early May. The sell-off came as wallets at defunct cryptocurrency exchange Mt. Gox showed signs of activity for the first time in a month, with the German government transferring more than $75 million to cryptocurrency exchanges, which were sent to Kraken and Coinbase, with an apparent intention to sell.

The combined effects of various selling information have made the market pessimistic and liquidity poor. Investors are advised to wait and see in the near future.

2. 财富创造领域

1) The sector that needs to be focused on in the future: ETH ecosystem

主要原因：

The Ethereum spot ETF listing and trading plan failed on July 4, causing some tokens in the Ethereum ecosystem to fall. However, there is still a chance that the Ethereum spot ETF will be listed and traded in mid-July, so some tokens in the Ethereum ecosystem may have a certain chance of oversold rebound.
Bloomberg ETF analyst James Seyffart said on social media, Asset management company Bitwise has submitted a revised S-1 form for the Ethereum spot ETF, a few days ahead of the July 8 deadline. Other issuers are expected to submit more revised S-1 forms this week. We believe these products may be listed later next week or the week of the 15th.

影响后市的因素：

There are two core factors that affect the price of Ethereum ecosystem project tokens: 1. Whether the Ethereum spot ETF can be listed and traded in the near future, and 2. The regulatory attitude of the US SEC towards some projects. If the Ethereum spot ETF can be approved and listed for trading in mid-July, it will be a big positive for all Ethereum ecosystem projects. Otherwise, it may cause trading expectations to fail and lead to market sell-offs.

2）未来需要重点关注的领域：人工智能领域

主要原因：

IO, ATH and other recently launched AI track infrastructure projects have received widespread attention from the market. Such projects as platforms can generate relatively stable cash flow. At the same time, as the core narrative of the global technology community, the AI track will also continue to raise the valuation of AI projects in the crypto industry.
Due to the recent market decline, AI sector tokens have generally experienced a severe correction. The short-term blow to market sentiment has led to oversold prices. After the market recovers, the value return is expected to rebound strongly.

影响后市的因素：

AI narrative: Projects such as IO and ATH are AI computing power supply platforms and belong to infrastructure projects. If such projects can form cooperation with the mainstream technology industry, such as reaching cooperation projects with companies such as Apple, Microsoft, and Nvidia, then the valuation of project tokens will naturally rise;
Core data of ecological development: The cash flow of platform projects is relatively clear. If the platform demand can continue to develop healthily and generate stable cash flow, the valuation of platform tokens will enter a healthy development.

3. 用户热搜

1）热门 Dapp

Unisat

UniSat officially announced that it had completed its Pre-A round of financing in May this year, led by Binance. The specific amount of financing has not been disclosed. Unisat said that this strategic investment strengthened the existing technical and business partnership between the two parties and laid a solid foundation for further cooperation in the future. Previously, Inception Capital stated in May that it had participated in UniSats Pre-A round of financing.

2）Twitter

Bitget研究院：德国政府钱包持续抛售，市场面临流动性危机

Hamster:

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 hourly profits, you can get token airdrop rewards in the future. Players can also increase their income by subscribing to Telegram channels, inviting friends, etc. The number of users has exceeded 200 million, making it the third fastest application in history to reach 150 million users.

3）Google 搜索区域

Bitget研究院：德国政府钱包持续抛售，市场面临流动性危机

从全球角度来看：

Tapswap:

Various tap-to-earn gaming apps on Telegram have been gaining popularity in the community since the beginning of 2024. TapSwap was launched on February 15, 2024, and users can earn in-game tokens by tapping and completing tasks. Today, the app has more than 50 million users worldwide, with nearly 1 million active users online.

从各地区热搜来看：

(1) Asian countries: The terms “why crypto is down today” and “greed and fear index” appeared at the top of the hot searches in many Asian countries, and investors were most concerned about the reasons for the market crash.

(2) European and American countries: There are no obvious hot spots. The tokens and terms on the top search lists of different countries are different. For example, Italian traders are paying attention to TAO, NOT, SOL, etc., German users are paying attention to SOL, LDO, and British users are paying attention to ETH, TAO, etc.

潜在的空投机会

魔法伊甸园钱包

Magic Eden 是一个著名的 NFT 市场，获得了 Coinbase、Paradigm 和 Solana 等重量级 VC 的投资。Magic Eden 在推特上表示，钱包内代币领取产品将于第三季度晚些时候推出。

Magic Eden Wallet 是其移动端应用，除了通过交易 NFT 等方式获取钻石积分外，Magic Eden 很快会在官方推特上放出 Magic Eden 移动端钱包的测试链接，供用户测试，这也可能是获取空投的一种方式。

How to participate: (1) Follow Magic Eden Wallet’s Twitter account (https://x.com/MagicEdenWallet) and set reminders; (2) When the account sends a test invitation link, you can quickly click in to use and test the App. Only a few thousand places are available each time.

移动

区块链开发团队 Movement Labs 成立于 2022 年，此前于 2023 年 9 月完成 $340 万美元种子轮融资。除了旗舰产品 Movement L2 之外，Movement Labs 还将推出与 Optimism、Polygon 和 Arbitrum 等 rollup 框架兼容的执行层框架 Move Stack。

近日，Movement Labs完成16.38亿美元A轮融资，由Polychain Capital领投，Hack VC、Foresight Ventures、Placeholder等多家知名机构跟投。

更多Bitget研究院信息：https://www.bitget.fit/zh-CN/research

Bitget研究院专注于聚焦链上数据，挖掘价值资产，通过实时监测链上数据和区域热搜挖掘前沿价值投资，为加密爱好者提供机构级洞察。截至目前已为Bitgets全球用户提供【Arbitrum生态】、【AI生态】、【SHIB生态】等多个热门板块的早期价值资产，通过深度数据驱动研究，为Bitgets全球用户创造更好的财富效应。

【免责声明】市场存在风险，投资需谨慎。本文不构成投资建议，用户应考虑本文中的任何观点、看法或结论是否适合自己的具体情况。根据此信息进行投资需自行承担风险。

This article is sourced from the internet: Bitget Research Institute: German government wallets continue to sell off, and the market is facing a liquidity crisis and plummeting across the board

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