Bitget研究院：市场维持窄幅震荡，BWB逆势上涨

在过去的24小时内，市场上出现了许多新的热门货币和主题，这可能是下一个赚钱的机会， 包括：

• The sectors with strong wealth creation effects are: blue chip public chain sector, RWA sector, Bitget platform currency

• Hot search tokens and topics by users: Pump.fun, Perplexity

• Potential airdrop opportunities include: Tonstakers, Kelp DAO

Data statistics time: August 14, 2024 4: 00 (UTC + 0)

1. 市场环境

In the past 24 hours, BTC briefly broke through $61,000, and the current box fluctuates between $59,000 and $61,000. The intraday amplitude has narrowed significantly, indicating that the staged rebound may encounter pressure. ETH briefly broke through $2,700, and the weekly capital flow of Ethereum spot ETF achieved positive growth for the first time, with a net inflow of 31,500 ETH last week, equivalent to $75.07 million. This round of capital inflow was mainly driven by Blackrock, which has purchased a total of $168.55 million worth of ETH. In terms of the market, the top blue-chip public chain sector has risen steadily in the past 7 days. At the same time, the number of Bitget Wallet users has exceeded 30 million, and the number of downloads in July has exceeded Metamask. Investors can continue to pay attention to BWBs performance in the future.

Macroeconomically, the increase in U.S. producer prices in July was lower than expected, with the PPI in July unchanged from the previous month. The more closely watched CPI data will be released on Wednesday, and the index is expected to show a slight increase. Against the backdrop of fading inflationary pressures, weak employment data in July prompted economists to expect the Federal Reserve to make a series of interest rate cuts starting next month. According to CMEs Fed Watch data, the probability of the Federal Reserve cutting interest rates by 25 basis points in September is 50.5%, and the probability of cutting interest rates by 50 basis points is 49.5%.

2. 财富创造领域

1) Sector changes: blue chip public chain sector (FTM, APT, TON)

主要原因：

• The new public chain sector has been falling and consolidating for a long time. In the environment of oversold market rebound, it has been the first to attract the attention of funds; ETH has been too weak recently, and institutions have frequently sold ETH in the secondary market. Funds have a consensus on the layout of new public chains; at the same time, Aptos has launched the second Tapos game, which can be used on browsers and TG, and has received a lot of attention recently;

Rising situation: FTM, APT, and TON rose by 5%, 9%, and 6% respectively in the past 24 hours;

影响后市的因素：

• TVL continues to rise: According to DefiLlama data, Aptos TVL exceeded $400 million, a record high. At the same time, the total locked-in amount of TON ecosystem exceeded $80 million, also a record high, which is 4 times the TVL value in early March. In the future, we can continue to pay attention to the changes in TVL of each ecosystem, and maintain capital inflow to continue investing in the top public chains.

• Ecosystem construction continues to gain momentum: Recently, OKX Ventures and Aptos Foundation, a global blockchain leader, announced that they will jointly launch a new fund of US$10 million to support the growth of the Aptos ecosystem and the widespread adoption of Web3.

2) Sector changes: RWA sector (ONDO, Pendle)

主要原因：

• RWA 板块仍是当前加密货币行业最热门的板块，被认为市场规模较大。ONDO 和 Pendle 分别占据 RWA 国库代币化赛道和加密资产利率互换市场赛道。这两个赛道的资产量天花板极高，协议能产生的协议收益随着资产量的增长而增加。投资者应特别关注每一轮市场反弹。

Rising situation: ONDO and Pendle rose by 3.4% and 6% respectively in the past 24 hours;

影响后市的因素：

• 协议总资产规模：该类协议的现金流产出主要取决于协议的资产规模，随着协议容纳的资产规模逐渐增大，协议所能产生的收益也会逐渐增大，对应币价也会有强劲的表现。

• 政策影响：随着加密货币行业逐渐通过各项立法，社会认可度逐渐提升，利好该赛道的政策也会是该赛道代币上涨的主要因素之一。随着更多资管巨头进入该领域，相信该领域后续发展会稳步向好。

3) The sectors that need to be focused on in the future: Bitget platform coins (BGB, BWB)

主要原因：

• Bitget recently announced that in order to help the long-term development of Bitget Token (BGB) and enhance the rights and interests of BGB holders, Bitget will upgrade the token smart contract and expand the use of BGB in decentralized applications such as DeFi, DEX, and GameFi. The number of Bitget Wallet users exceeded 30 million, and the number of downloads in July exceeded Metamask, making the market optimistic about the rise in the price of the currency.

具体货币列表：

• BGB: Bitget platform currency, the smart contract of the token will be upgraded recently. In the future, BGB will be deeply integrated into the development of DeFi, DEX, Gamefi and other applications. The potential demand for BGB may surge in the future, so it is recommended to pay close attention.

• BWB: Bitget Wallet token, with a total market value of only US$500 million. The wallet track has good growth potential in the future and is suitable for long-term holders.

3. 用户热搜

1）热门 Dapp

Pump.fun:

According to DefiLlama data, Solana meme coin platform Pump.funs protocol revenue in July reached 28.73 million US dollars, a record high. The platforms cumulative protocol revenue has reached 89.03 million US dollars. In the past three months, the Solana meme coin platform pump.funs fee account has converted a total of 222,073 SOLs into 35.54 million USDCs, with an average price of 160 US dollars. As pump.funs popularity also means that the meme token transactions on the Solana chain have entered a white-hot state, the marginal income and wealth effect of the god disk are decreasing.

2）Twitter

Perplexity:

Prediction market Polymarket is partnering with AI-driven search engine Perplexity to display news summaries of events. When users click on an event on Polymarket, they can now see relevant news summaries based on Perplexity search results, as well as a search box that users can use to ask more questions.

Perplexity completed a $73.6 million Series B financing in January this year at a valuation of $520 million, led by IVP. Perplexitys total financing has reached $100 million. With Perplexitys search tools, users can instantly get reliable answers to any question, with complete sources and citations. There is no need to click on different links, compare answers, or dig for information endlessly. Since the project adopts equity financing, it is unlikely to issue cryptocurrency.

3）Google 搜索区域

从全球角度来看：

爆破：

According to official news, Blast announced that the second round of distribution of the second phase of Gold (gold points) has been launched, with a total of 11 million Gold distributed to DApps. This distribution officially reserves 10 million Gold for existing DApps on the Blast mainnet and 1 million Gold for newly launched DApps. According to defillama data, the TVL of the Blast mainnet has fallen by more than 60% from its peak and is now reported at US$883 million. At the same time, the price of Blast tokens has fallen by more than 46%, which is a serious decline, and the current market situation is unclear. Users are advised to participate with caution.

从各地区热搜来看：

(1) From the perspective of Asia: The projects and sectors that each region pays attention to are very scattered, without much in common, but there are some sporadic hot spots in a small range. For example, Vietnam, the Philippines and Singapore are more concerned about RWA-related projects, and Indonesian layer 1 projects frequently appear in hot searches. Malaysia is more concerned about mainstream currencies such as Bitcoin.

(2) In European and American countries, the hot search words are relatively scattered and have no universal characteristics. At the same time, the enthusiasm for memes in European and American countries has declined, and the hot searches are mainly concentrated on pepe and floki.

(3) In addition to the TON ecological hot words in the CIS region, hot words such as solana ecological lst project sanctum and ai type also appeared in the hot searches.

潜在的 空投 机会

托恩斯塔克

Tonstakers is the largest liquidity staking service provider in the TON ecosystem. Users can stake TON in the protocol to earn an annualized return of 3.8%. The current project TVL is 256 million US dollars, and the potential valuation is relatively high.

The project has received attention from the Ton Foundation, and currently the protocol has 68,000 pledgers. The project is cooperating with Ton core developers, Tonkeeper, OKX and other institutions, and will be supported in the future coin issuance.

Specific participation methods: 1) Visit the project official website and click stake now; 2) Link the Ton wallet to stake.

海带DAO

Kelp DAO is currently building an LRT solution on EigenLayer. Its re-staking token is rsETH. Currently supported LSTs include ETHx (Stader), sfrxETH (Frax) and stETH (Lido). According to DefiLlama data, Kelp DAO TVL is currently $617 million.

Kelp DAO has launched Kelp Miles incentives. Kelp Miles is used to track users contributions to Kelp and to determine future reward distribution ratios. Kelp Miles depends on the users LST re-staking amount and staking days. This project is also known as the top unsold project in Restaking, and it is estimated that the coin will be issued in Q2.

How to participate: (1) Link your wallet to Kelp DAO; (2) Prepare ETHx (Stader), sfrxETH (Frax) and stETH (Lido) or ETH for investment; (3) Hold the converted rsETH and accumulate points.

原文链接： https://www.bitget.fit/zh-CN/research/articles/12560603814350

【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: The market remains in a narrow range of fluctuations, and BWB rises against the trend

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