ビットゲット研究所：ETH ETF取引手数料率発表、グレースケールのAIトラックファンド設立は

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過去24時間で、市場には多くの新しい人気通貨やトピックが登場しており、これが次の利益獲得のチャンスとなるかもしれません。含む：

The sectors with relatively strong wealth-creating effects are: AI sector, game sector, and ETH ecological projects;
The most popular tokens and topics among users are: Ether.fi, Banana Gun, GODS;
Potential airdrop opportunities include: Hamster Kombat, Term Finance;

Data statistics time: July 18, 2024 4: 00 (UTC + 0)

1. 市場環境

Yesterday, the Nasdaq experienced its biggest one-day drop this year, and the market is making price-in adjustments to the current situation. In the crypto market, mainstream assets such as Bitcoin and Ethereum have encountered short-term resistance in rebounding, but the market still has sufficient momentum and is optimistic in the medium term.

Bitcoin ETFs have continued to receive inflows, and have been inflows for 9 consecutive trading days. As for Ethereum ETFs, as issuers have successively submitted S-1/A and other documents of spot Ethereum ETFs to the US SEC, the fees of 9 spot Ethereum ETFs have been announced and are expected to be listed and traded on July 23.

In terms of crypto asset sectors, with the overall recovery of the market, the most eye-catching rebound sectors are AI and gaming. In terms of AI, Grayscale announced a new decentralized AI package fund, which includes several mainstream AI assets such as TAO, RNDR, NEAR, and LPT.

2. 富裕層セクター

1) セクターの変更: AIセクター(WLD、TAO、NEAR)

主な理由：

ワールドコインの公式ブログによると、Tools for Humanityはワールドコインの初期出資者に対するトークンのロックアップ期間の延長を発表した。2024年7月24日より、Tools for Humanityのチームメンバーと投資家に対するWLDトークンのロックアップ期間は、当初の3年から5年に延長される。
Grayscale launched a new decentralized artificial intelligence fund, Grayscale Decentralized AI Fund LLC, which aims to strengthen the cryptocurrency industrys investment in artificial intelligence. As of today, the decentralized artificial intelligence projects already included in the funds basket include Bittensor (TAO), Filecoin (FIL), Livepeer (LPT), Near (NEAR) and Render (RNDR). Near, Filecoin and Render are the assets with the highest weights in the fund, respectively.

Rising situation: WLD rose +27% in the past 7 days. TAO rose 24.7%, and NEAR rose 32.6%;

市場見通しに影響を与える要因:

朗報が発表されました：NearやWLDなどの最近のプロジェクトには朗報があり、市場の反応は良好です。以前、WorldCoin Foundationは、に基づいてWorld Chainパブリックチェーンを立ち上げると発表しており、今後2か月で新たな進展があるかもしれません。Worldcoinの開発者は、PayPalやOpenAIとの協力も試みています。
Impact on the funding side: With the launch of the decentralized AI fund by Grayscale, it will bring a new investment tool for the AI track of the crypto industry to the mainstream market funds. This will provide convenient conditions for traditional finance to enter this field and invest. The incremental funds will continue to drive the rise of crypto assets in the AI track.

2) Sector changes: Gaming sector (GODS, ALICE)

主な理由：

The game track is more eye-catching in this round of rebound, among which GODS and ALICE rebound more significantly. The tokens of these projects are mainly reflected in the performance of trading funds. The tokens have been shorted for a long time, and the trading volume is low. It is more likely to have a large short squeeze during the rebound. Short-term speculative traders can pay attention to such trading opportunities.

Rising situation: GODS rose 169.2% in the past 7 days, ALICE rose 58.6% in the past 7 days;

市場見通しに影響を与える要因:

Community information: Game project tokens are easily affected by token release or token circulation changes, which can significantly affect the price of tokens. Investors should pay close attention to community information and seize investment opportunities.
Increase or decrease in the amount of open contracts: View the contract data on the coinglass website to understand the movement of major funds, changes in funding rates, and long and short positions. Such tokens are prone to short squeezes. When there are large changes in holders and funding rates, you can seize speculative opportunities to trade.

3) Sectors that need to be focused on in the future: ETH ecosystem projects (UNI, LDO)

主な理由：

The S-1 filing of the ETH spot ETF may be officially launched in the U.S. capital market on July 23, and ETH ecological assets may have room for speculation. Yesterday, Pierce, a member of the U.S. Securities and Exchange Commission, revealed in an interview that the Ethereum ETF that can be pledged may be reconsidered by the SEC.

特定の通貨リスト:

UNI: ブロックチェーンアプリケーションの最初の DeFi スワッププロジェクト。Uniswap の過去の平均日次収益は約 $100 万で、かなりの収入です。
LDO: ETH エコシステムにおける主要な LSD プロジェクトであり、TVL は 296 億米ドル、評価額は 18 億米ドル未満で、比較的過小評価されています。

3. ユーザーのホット検索

1) 人気のDapps

Ether.fi (Dapp)

The Ether.fi Foundation recently summarized the utility of the ETHFI token, including announcing last month that 50% of the protocols monthly income will be allocated to repurchase ETHFI tokens. Users can stake their ETHFI tokens and receive double protocol points by staking in Karak. While creating a liquidity pool for ETHFI, ether.fi also launched the ETHFI cross-chain function through Wormhole, allowing users to claim L2 tokens on Arbitrum. The token will announce the second phase of airdrops in the near future, and the tokens volatility is expected to increase in the near future.

2) ツイッター

Banana Gun (Dapp)

Banana Gun Bot is a well-known Telegram trading robot that allows users to quickly conduct DeFi transactions and snap up token pre-sales through the Telegram platform. A key advantage of Banana Gun is its revenue sharing model. Users holding Banana tokens can share the income generated by the robot, which includes 40% of the robots income after referrals and 50% of the tax income from transactions conducted through the robot. As the secondary market picks up, the token is performing well. The price of BANANA is currently fluctuating around US$55, up nearly 30% in a month, with a good wealth effect. The token has been listed on Bitget.

3) Google検索地域

世界的な視点から：

What is mining?

Cryptocurrency mining is the process of creating new digital currency units and verifying transactions for those units on a blockchain network. The most famous example is Bitcoin mining, but many other cryptocurrencies also use mining as part of their network operations. As the market expects the Republican Party to win the 2024 US election, the market is paying attention to the profitability of crypto mining companies and related industries in advance, mainly because the Republican Party supports the US to carry out crypto mining operations.

各地域の人気検索から：

(1) There are no obvious characteristics in the Google Trends hot searches of Asian countries. Tokens with strong wealth effects such as GODS, A 8, and ALICE have become the focus of market attention. Assets such as BTC, LDO, and RPL are also on the list of hot searches in Asian countries.

(2) AI, Polygon, ARKM, WLD and other hot search assets in Europe and the United States are on the list. The AI track has become the initial focus of market attention, and Bitget has become a CEX that British users pay attention to.

潜在的エアドロップ機会

ハムスターコンバット

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 project currently has more than 150 million users worldwide. In terms of the community, the number of followers on Twitter is 12 million, and the number of followers on the TG official channel is over 50 million.

Specific participation methods:

Tap 2 Earn a fixed amount of Hamster Coins every day;
According to the community information, use Hamster Coins to purchase combination cards, increase the number of Hamster Coins passively obtained, and receive the daily Hamster Coin airdrop gift pack;
Bitget has launched a pre-market market, where you can place some pre-market sell orders according to the situation and directly lock in profits.

Term Finance

Term Finance is a decentralized lending protocol that leverages a unique auction model to support scalable fixed-rate/term lending, the first of its kind in the DeFi space. It brings borrowers and lenders together in a fair and transparent auction process to determine a single market clearing rate for all participants, regardless of size.

Term Finance recently completed seed and strategic rounds of financing, with Electric Capital, Coinbase Ventures and other well-known institutions participating in the investment, with a financing amount of US$8 million. On July 9, the project announced the launch of

How to participate: 1. Register: Use an invitation code or referral link; 2. Link social: Link X and Discord for easy login; 3. Check bonus eligibility; 4. Participate: Borrow by participating in regular auctions; 5. Track: Get an in-depth understanding of how to maximize points through Terms tracking dashboard.

オリジナルリンク: https://www.bitget.com/zh-CN/research/articles/12560603812981

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This article is sourced from the internet: Bitget Research Institute: ETH ETF transaction fee rate announced, Grayscale鈥檚 establishment of AI track fund may bring incremental funds to the track

関連：FTX破産事件に関する230ページの調査報告書には何が書かれているのか？

原著者: Protos Staff 原文翻訳: TechFlow FTX 破産事件で任命された調査官は、同社とその幹部による倒産につながったさまざまな悪質な慣行を強調した報告書を発表しました。報告書は、内部告発者への支払い方法、銀行の「資本問題」の処理、およびさまざまな幹部が FTX グループ事業体が破産していることをいつ知ったかなどについて取り上げています。誰にもわかりません。報告書には、FTX グループが倒産する前にどの幹部と企業が会計上の欠陥を知っていたかに関する情報が含まれています。ライアン・サラメは、日付を遡った支払い代理契約の作成に関与し、他の FTX グループ従業員に FTX グループの銀行口座の目的を銀行に偽って伝えるよう指示し、FTX グループの資産を不正流用して不動産、レストラン、食品サービス会社を購入し、その他の購入や投資 (… を含む) を行ったとされています。