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Bitget研究院:CPI数据致美股回调 推动加密市场整体下跌

分析5 个月前发布 6086比...
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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。

The annual rate of the unadjusted core CPI in June was 3.3%, lower than the market expectation of 3.4%, and fell to the lowest level since April 2021. As a related risk asset, Bitcoin fell due to the negative impact of U.S. stocks.

  • The sectors with relatively strong wealth-creating effects are: Solana Meme, ETH ecology;

  • Hot searched tokens and topics by users are: Nillion Network, Bitcoin;

  • Potential airdrop opportunities include: Espresso, Mezo;

Data statistics time: July 12, 2024 4: 00 (UTC + 0)

1. 市场环境

The annual rate of the unadjusted core CPI in June was 3.3%, lower than the market expectation of 3.4%, and fell to the lowest level since April 2021. US technology stocks fell sharply yesterday, Nvidia closed down 5.57%, Tesla fell 8.44%, Meta fell more than 4%, Apple, Microsoft, Google and Amazon fell more than 2% respectively. Mainly due to the implementation of the expectation of interest rate cuts, the interest rates in the bond market will fall in the future, and prices will rise. Institutions began to withdraw from the overbought stock market and buy bonds instead. As a related risk asset, Bitcoin fell due to the negative impact of US stocks.

In the trading market, according to Arkham monitoring, in the past 24 hours, the German government wallet transferred out 10,627 bitcoins, and then recovered 4169 bitcoins from CEX. It currently still holds 9094 bitcoins (about US$522.29 million). At present, the impact of the remaining selling pressure on the market has weakened.

2. 财富创造领域

1) Sector changes: Solana Meme (MOTHER, BODEN)

主要原因:

  • DWFLabs announced its latest strategic partnership with Iggy Azalea, dedicated to supporting innovative projects in the Web3 space.

  • US President Biden said at a press conference that he would not withdraw from the election.

Rising situation: MOTHER and BODEN rose by 10.8% and 21.32% respectively within 24 hours;

影响后市的因素:

  • SOL 代币走势:在 Solana 生态中,SOL 代币的走势会影响整个生态代币的价格,因为 DEX 上很多代币都是以 SOL 计价的。持续关注 SOL 的价格走势,如果 SOL 保持上涨趋势,可以继续持有 SOL 生态资产。

  • 持仓量增减:SOL持仓量昨日上涨,说明有热钱涌入。通过tv.coinglass网站的合约数据,了解主力资金动向。首先看合约净多头仓位是否增加;再看合约数据是否显示多头净增,OI是否增加,成交量是否增加。若有,说明主力继续买涨,可以继续持有。

2) Sectors that need to be focused on in the future: ETH ecosystem (ENS, ETHFI)

主要原因:

  • Etherfis second season airdrop has been launched. Please check the website. The third season will last from July 1 to September 14, and 25 million ETHFI will be distributed.

  • Bloomberg ETF analyst Eric Balchunas predicts that the US SEC may approve the spot Ethereum ETF on July 18.

影响后市的因素:

  • The news about ETH spot ETF will directly affect the price of ETH and the trend of well-known projects in the ETH ecosystem. In addition, after the SEC announced that it believes that Lido and Rocket Pool staking projects are securities, whether it will further include SSV and other projects in the scope of securities considerations will also have a significant impact on the projects in this track.

3. 用户热搜

1)热门 Dapp

  • Nillion Network

Nillion, a decentralized public network based on Nil Message Compute (NMC), announced that it has launched the second phase of Catalyst Convergence. This phase includes: supporting developers to build and deploy Blind applications on the network; using NIL tokens from its Faucet to promote projects; interacting directly with the test network and accessing SDK functions; using Petnet for secure storage and computing; using Blind computing to manage and process sensitive data; and deploying the Nada AI software package.

2)Twitter

Bitget研究院:CPI数据致美股回调 推动加密市场整体下跌

Bitcoin:

Affected by yesterdays CPI data, BTC has a certain decline in the past 24 hours. Todays Fear and Greed Index is 25, and the level has changed from fear to extreme panic.

3)Google 搜索区域

Bitget研究院:CPI数据致美股回调 推动加密市场整体下跌

从全球角度来看:

Aerodrome:

Since the Base-based DEX Aerodrome announced that Coinbase Ventures acquired AERO tokens in the secondary market, it was found that the Coinbase Ventures address has purchased at least 4.7 million AERO (about $2.7 million). In addition, TradingVaults used by Coinbase Ventures also holds 1.5 million AERO (about $936,000). The last batch of purchases was completed 8 days ago, and all acquired tokens are locked in the Aerodrome ecosystem.

从各地区热搜来看:

(1) There are no obvious characteristics in the Google Trends hot searches of Asian countries. BTC has become the focus of market attention. In addition, the Ton ecological game project hamster kombat is on the list, and the market is paying attention to the airdrop opportunities of this project.

(2) There are no obvious characteristics in the hot searches in European and American countries. Coinbase, Crypto AI and other hot topics are on the list. There is no consensus on the tracks and projects that are being paid attention to. Bitget has become the CEX that British users are paying attention to.

潜在的 空投 机会

浓咖啡

Espresso is a shared sorter market project that uses ZK-Rollups. The project mainly solves the consensus and interoperability between various Layer 2s. The core of Espressos strategy is to focus on privacy and decentralization, and the core members of the project are members of the Applied Cryptography Research Group at Stanford University.

The project recently announced the completion of a USD 28 million Series B financing, led by A16Z, with participation from Polychain, Coinbase Ventrues Sequioia, Sequioia, etc., making for a luxurious financing lineup.

Specific participation method: The project is currently in its early stages. Users can participate in the early project by participating in the verification node, and may obtain early airdrop qualities. For specific implementation, please refer to the official document: https://docs.espressosys.com/sequencer/guides/running-a-sequencer-node

梅佐

Mezo is a BTC Layer 2 project that focuses on the BTC ecosystem, helping BTC holders to transfer and manage money on the chain, and driving the development of the BTC DeFi system. Mezo recently announced the completion of a $21 million financing round, with participating institutions including Pantera Capital, Hack VC, Multicoin Capital and other leading institutions in the industry.

The official has already disclosed its BTC asset pledge plan and introduced a referral mechanism. There are strong expectations for the projects airdrops and it is currently in the initial stages of early operations.

Specific participation methods: 1) Visit the project official website and find the invite code in Discord; 2) Enter the invite code and link the unisat wallet; 3) Deposit BTC.

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: CPI data caused the US stock market to pull back, driving the overall decline in the crypto market

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