Bitget研究院：CPI发布后加密市场震荡下行，短期风险仍存

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：

• The sectors with strong wealth creation effects are: real income sector (BANANA, AAVE), Bitget platform currency

• Hot searched tokens and topics: Ton Network, Bitgo

• Potential airdrop opportunities include: Solayer, Plume Network

Data statistics time: August 15, 2024 4: 00 (UTC + 0)

1. 市场环境

Yesterday, the US released the July CPI, which exceeded expectations and reached 2.9. After the data was released, the market generally believed that the interest rate might be cut by 25 basis points in September. Since it did not reach 50 bp, the market went out of the shock and fell.

In terms of ETFs, Bitcoin ETF had a net outflow of 81 million US dollars yesterday, and Ethereum ETF had a net inflow of 10.8 million US dollars yesterday. ETF funds are currently unable to form continuous net inflows and outflows, and it is difficult to create a continuous market trend in the current market. Therefore, the current market trend of BTC is still mainly range-bound.

In terms of sectors, some assets in the Bitcoin ecosystem performed well, mainly due to the recent development of the Bitcoin ecosystem. Coinbase is preparing to issue cbBTC in the near future, bringing Bitcoin into the DeFi ecosystem through centralized + compliant custody. The market generally looks forward to the arrival of BTCfi.

2. 财富创造领域

1) Sector changes: Real income sector (BANANA, AAVE)

主要原因：

• In the current sluggish market environment, the market is looking for projects in the crypto industry that can truly generate income and distribute income to token holders. As a leading TG Bot project, BANANA has a relatively stable market share and strong support for token prices. With the acquisition of the MEME market, the projects income price is objective. AAVEs recent on-chain data shows that the number of active lending users on the chain has reached a historical high. The increase in lending users will further increase the protocols revenue;

Increase: BANANA increased by 8.78% in the past 24 hours, and AAVE increased by 10.4% in the past 24 hours;

影响后市的因素：

• Market share: Market share is an important indicator for measuring these real income projects. Since the current crypto market share is limited, being able to maintain a top market share is the key to maintaining high sustainable income for the project. Currently, BANANA is among the top three TG Bots, AAVE is the first in the lending sector, and users have high stickiness and excellent overall performance.

• Related revenue distribution policy: A new proposal for AAVE considers adding a fee conversion function to return part of the platforms net excess revenue to its key users. This move may also lead to the re-staking of the AAVE protocol, providing a new source of income for AAVE and its users.

2) 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 has added 2.9 million new users, bringing the total number of users to 25 million. At the same time, Bitget has attracted about $700 million in capital inflows. Bitget continues to make efforts in LaunchPool and PoolX. The potential demand for BGB in the future may surge, 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

Ton Network (Public Chain)

Recently, Binance announced that Launchpool will launch TON. The price of TON tokens continued to rise yesterday, breaking through 7 US dollars in the short term. The wealth effect and trading popularity are relatively high. TON ecosystem is backed by Telegram and has a very large user base. Most of the ecological projects are game projects. Simply Tap 2 Earn, you can get platform rewards by completing tasks. TON tokens have been popular recently. Bitget is the second exchange in the market to launch TON spot assets, with good trading volume and trading depth.

2）Twitter

Bitgo:

In an interview, BitGo CEO Mike Belshe downplayed Sun Yuchens involvement in the joint venture and emphasized BitGos long-term commitment to security. He said: BiT Global has a whole team responsible for managing multiple customer accounts, and they have an obligation to properly keep the assets. They cant lend the money out, and they cant give the money to Sun Yuchen or me or anyone else at will, otherwise they will break the law and go to jail. As far as proof is concerned, we have always had wbtc.network, and it will continue to operate. Bitgo hosts the BTC used to issue WBTC for endorsement. The recent in-depth cooperation between Sun Yuchen and Bitgo has aroused community concerns about whether WBTC is safe. WBTC was previously in a weak anchor state for BTC.

3）Google 搜索区域

从全球角度来看：

CPI锛圗vent锛夛細

The CPI in July was basically in line with expectations, continuing the year-on-year decline trend. The total CPI grew by 2.9% year-on-year, finally falling below 3%. On the whole, the probability of a 25 basis point rate cut in September is higher, and the market reaction is flat. The next focus will be on the weekly unemployment claims and retail sales data released on Thursday, as well as the subsequent Jackson Hole Annual Meeting.

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, Hong Kong, Singapore, and Vietnam are more concerned about RWA-related projects, and Bome is on the list of Japanese users.

(2) In Europe and the United States, the hot search terms are relatively scattered and have no universal characteristics. At the same time, European and American countries pay more attention to new public chain projects, including SUI, Celo, Solana, etc. Floki, Alephium, etc. are on the list.

(3) The CIS region mainly focuses on Blum and Grass. Some meme coins are quite popular, including Floki, Myro, etc.

潜在的 空投 机会

索莱尔

Solayer 正在 Solana 上构建一个重新质押网络。Solayer 利用其作为去中心化云基础设施的经济安全性和高质量执行力，为应用程序开发人员提供更高程度的共识和区块空间定制。

2024年7月，Solayer宣布完成builder轮融资，具体投资金额未披露，投资者包括币安实验室、Solana Labs联合创始人Anatoly Yakovenko、Solend创始人Rooter、Tensor联合创始人Richard Wu等。

具体参与方式：可以质押SOL以及部分项目支持的SOL LST（jitoSOL、mSOL、bSOL、INF）获得每个Epoch的积分，目前主网已经开放，质押SOL可以获得sSOL和平台积分。

Plume Network

Plume Network is a modular L2 network dedicated to the RWA track. Its product form is to integrate asset tokenization and directly supply suppliers products on the chain. The project recently completed a seed round of financing with a financing amount of US$10 million. The participating institutions include Haun Ventures, Superscrypt, Galaxy, and SV Angel.

The project recently launched a test network and launched activities such as Earn Mile, Check In, and Passport.

Specific participation methods: 1) Visit the project official website, click Connet Wallet, and then enter the App; 2) Earn miles by Swap, Stake, Speculate, completing tasks on the platform, Check-in, etc.

原文链接： https://www.bitget.fit/zh-CN/research/articles/12560603814409

【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 crypto market fluctuated downward after the release of CPI, and short-term risks still exist. It is recommended to wait and see

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