Bitget研究院：市场情绪持续低迷，Grass空投

过去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：

• Sectors with strong wealth creation effects are: U-based financial management pool with high annualized return and low risk, and DeFi blue chip sectors (AAVE, 1INCH);

• The most popular tokens and topics searched by users are: World Liberty Financial, Yuga Labs;

• Potential airdrop opportunities include: Story Protocol, Elixir;

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

1. 市场环境

After a brief recovery from the fall yesterday, the crypto market remained sluggish, with both trading volume and trading activity still at a low level. The overall market is still in a downward trend with no obvious signs of a rebound.

In terms of ETFs, Bitcoin ETF has maintained a net outflow for 6 consecutive days, with a net outflow of 37.2 million US dollars yesterday. Ethereum ETF is still in a net outflow state, with a net outflow of 37.5 million US dollars yesterday, and many ETFs have maintained a zero net inflow state for many consecutive days. From the ETF data, it can be seen that users of many ETFs are in a cautious wait-and-see state.

In terms of crypto ecology, the well-known project Grass released an airdrop query page yesterday. The query page only reflects the distribution of the test Alpha season and seasons 1-7, excluding the ongoing reward season and the distribution to be announced. The total supply of GRASS tokens is 1 billion, of which 10% is for the first airdrop.

2. 财富创造领域

1）推荐：高年化收益、低风险的U标理财池

主要原因：

• 市场情绪恐慌，短期难见大幅反弹，在主升势未到前，建议大量保存稳定币观望，待行情企稳后再进行右侧交易。

推荐项目：

• Kamino：目前 Solana 上 TVL 最高的借贷协议。平台上 Supply USDC 的 APY 为 13%，Supply PYSUD 的 APY 为 19%；

• NAVI Protocol: Currently the protocol with the highest TVL on SUI. The APY of Supply USDC on the platform is 10.6%, and the APY of Supply USDT is 7.7%. The yield is relatively stable.

2) Sectors that need to be focused on in the future: DeFi blue chip sector (AAVE, 1INCH)

主要原因：

• There has been a large number of repurchases in DeFi blue-chip projects recently, such as the 1INCH team. Since July 5, the 1inch team has spent a total of 2.993 million USDT to buy 11.454 million 1INCH, with an average price of 0.26 USD. In the traditional market, this phenomenon is considered to be a companys confidence in its own companys stocks and taking practical actions to repurchase, which has a positive effect on boosting market confidence.

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. 用户热搜

1）热门 Dapp

World Liberty Financial (Dapp)

Yesterday, the draft white paper of the Trump familys crypto project World Liberty Financial showed that up to 70% of the projects tokens will be reserved for founders, teams and service providers, and the founding team will also receive a portion of the profits from the remaining 30% of tokens allocated through public sales.

According to the white paper, all WLFI will be non-transferable and locked indefinitely in a wallet or smart contract, and WLFI will be unlocked through the protocol governance process in a manner that does not violate applicable laws. As Trump is considered a crypto-friendly presidential candidate, the project has received widespread attention from crypto users.

2）Twitter

尤加实验室

NFT publisher Yuga Labs has launched the sequel to the Dookey Dash game, Dookey Dash: Unclogginged, and is offering a $1 million prize. The app is now available for pre-download on mobile app stores. The first Dookey Dash game was released in 2023 and featured the Sewer Pass NFT, which was airdropped to Ape NFT holders at different levels.

3）Google 搜索区域

从全球角度来看：

POL:

Polygon developers have begun converting MATIC tokens to POL, which is now the native Gas and staking token on the Polygon PoS chain. MATIC holders on Polygon PoS do not need to take any steps, and the upgrade to POL will be automatic. However, MATIC holders on Ethereum, Polygon zkEVM, or centralized exchanges must actively migrate their tokens to POL through the migration contract. POL will maintain MATICs existing token economy, distribution, and total supply of 10 billion tokens. The initial exchange ratio of MATIC to POL is set at 1:1, and the unlocking amount will gradually increase by 2% over ten years to support growth. So far, top exchanges such as Upbit, Binance, and Coinbase have announced support for MATICs currency swap operations.

从各地区热搜来看：

(1) The search volume for POL and MATIC in Europe, America and the English-speaking region has increased significantly: Solana appeared in the hot search terms in the UK, and AI, MEME and other sectors appeared in the hot search terms in Canada, Australia and Poland;

(2) There are no obvious hot spots in Asia, Latin America and other regions, and the hot search terms are scattered. A few countries mentioned meme coins such as FLOKI and PEPE.

潜在的 空投 机会

故事协议

Story Protocol 是一个 IP 管理协议，该项目旨在通过利用区块链技术，将内容和 IP 记录在各种区块链上并将它们连接起来，从而改变人类记录历史的方式。

该项目近期完成由a16z Crypto领投的$8千万B轮融资，其他参投机构包括Foresight Ventures、Hashed等。截至目前，Story Protocol背后的开放团队PIP Labs已融资$1.4亿，估值$2.25亿，市场关注度极高，或将成为区块链新赛道的龙头项目。

具体参与方式：Story Protocol 目前已经和多个项目合作，包括 Colormp 等，用户可以参与这些项目的 Launch NFT 铸造，并持续维护项目进度和完成相应任务，还可能获得未来的 IP 代币空投。

Elixir

Founded in 2022, Elixir is a modular DPoS liquidity network that enables anyone to provide liquidity directly to the order book, bringing liquidity to long-tail crypto assets and allowing exchanges and protocols to bootstrap liquidity on their ledgers.

On March 12, 2024, Elixir completed an $8 million Series B financing round with a valuation of $800 million; on October 18, 2023, Elixir completed a $7.5 million Series A financing round; on January 17, 2023, Elixir completed a $2.1 million seed round of financing; investors include Hack VC, GSR, Sui, and Amber Group.

How to participate: Earn points by participating in Apothecary. You can deposit at least $100 in ETH to mint elxETH to unlock the treasure chest. elxETH is a native yield token backed by ETH at a 1:1 ratio. After the mainnet is launched, it will become a full-chain LP token to power the order book liquidity of the exchange. At the same time, you can provide liquidity to Elixir-supported protocols through https://agg.elixir.xyz/.

原文链接： https://www.bitget.fit/zh-CN/research/articles/12560603815248

【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: Market sentiment continues to be low, Grass airdrops

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