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Bitget研究院:市场或迎来最后一波下跌,BTC或考虑分批抄底

分析8个月前更新 怀亚特
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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 effect are: SOL Meme coin, RWA sector (ONDO, Pendle)

  • Hot search tokens and topics by users: Solayer, Fractal

  • Potential airdrop opportunities include: Plume Network, Fuel

Data statistics time: August 28, 2024 4: 00 (UTC + 0)

1. 市场环境

In the past 24 hours, BTC briefly fell to $58,000, and ETH briefly fell below $2,400. BTC ended its rebound and plummeted yesterday. The gas on the ETH chain dropped to 1 gwei. The market is extremely lacking in hot spots. The number of bitcoins in the exchange has dropped to the lowest level since November 2018. In the short term, the market may usher in a major uptrend after a second drop, and the long-term outlook remains bullish.

From a macro perspective, the US Ethereum spot ETF had a net outflow of $3.44 million yesterday, and the spot Bitcoin ETF had a net outflow of $127 million yesterday. The FOMC meeting minutes and Powells dovish stance have driven the rise of Bitcoin. Short squeezes may push up the price of Bitcoin. At present, it has bottomed out again after the rebound, preparing for the next main uptrend. At the same time, Nasdaq is seeking approval from the US SEC to launch Bitcoin index options. The situation of traditional funds entering the circle is very obvious. The crypto market is expected to have improved liquidity in the future, which may trigger a wave of altcoins. It is recommended to pay attention to the recent trend of altcoins.

2. 财富创造领域

1) Sector changes: SOL Meme Coin (WIF, BONK, POPCAT)

Main reasons: SOL price is relatively stable, standing firm at the integer mark of 17 US dollars; the DEX trading volume on Solana has reached a new high recently, and funds are relatively active, driving the rise of ecological projects

Rising situation: POPCAT rose 62.5% in the past 7 days;

影响后市的因素:

  • SOL token trend: In the Solana ecosystem, the trend of SOL tokens will affect the price of the entire ecosystem token, because many tokens on DEX are priced in SOL. Keep an eye on the price trend of SOL. If SOL maintains an upward trend, you can continue to hold SOL ecosystem assets;

  • Dynamic performance of top memes: Solana ecosystem鈥檚 Meme coin, which was previously listed on Robinhood, has seen an increase in SOL tokens. Generally, Solana鈥檚 top MEME coins have seen a faster increase in value. The trading volume of Solana鈥檚 core Meme coins has increased recently, and the trading demand is relatively high, so there is room for token layout.

2)未来需要重点关注的领域:RWA领域(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。

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

Solayer:

Solayer is the Solana ecosystem re-staking protocol. Yesterday, it announced the completion of a $12 million seed round of financing, led by Polychain Capital, with participation from Big Brain Holdings, Hack VC, Nomad Capital, Race Capital, ABCDE, and Arthur Hayes family office Maelstrom. Currently, Solayers TVL exceeds $178 million, and users are enthusiastic about participating.

2)Twitter

Bitget研究院:市场或迎来最后一波下跌,BTC或考虑分批抄底

Fractal:

Fractal Bitcoin, a Bitcoin extension network, posted on social media that it is expected to launch the mainnet on September 9. It also announced the token economics, with 80% allocated to the community and 20% to the team and contributors (with a lock-up period). Among them, POW mining accounts for 50%, the ecosystem treasury accounts for 15%, pre-sales account for 5%, consultants account for 5%, community grants account for 10%, and core contributors account for 15%. Due to the high popularity of the project, users can consider participating in potential airdrop opportunities.

3)Google 搜索区域

Bitget研究院:市场或迎来最后一波下跌,BTC或考虑分批抄底

从全球角度来看:

Blum Listing Date:

Blum is a decentralized exchange that offers token trading from centralized and decentralized platforms, as well as simplified derivatives trading. A mobile app and a mini-app were launched within Telegram. Blum will offer futures trading and the ability to buy tokens from various networks. Blums trading function has not yet been launched, but it has gained 10 million users through the model of earning points through mini-game mining. According to the official TG channel information, it is currently in the stage where users collect Blum points, which will be exchangeable for tokens. Due to the high popularity of the project, users can consider participating in the TG BOT mini-game to win future airdrops.

从各地区热搜来看:

(1) Asia: Hot searches in Asia are very scattered, and there are basically no concentrated hot words.

(2) CIS region: The CIS region still maintains a high enthusiasm for ton app games. For example, the blum project appears frequently, and sunpump also appears in the hot searches, indicating that the CIS region is more enthusiastic about meme tokens on the tron chain.

(3) Latin America: Latin America pays more attention to the dog series tokens. At the same time, there are also depin projects such as grass and meme coin launch platforms such as sunpump. Overall, due to market reasons, Latin Americas attention to specific tokens has decreased.

潜在的 空投 机会

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 mileage through Swap, Stake, Speculate, completing tasks on the platform, Check-in, etc.

燃料

Fuel 是一个基于 UTXO 的模块化执行层,为以太坊带来了全球可访问的规模。作为模块化执行层,Fuel 可以实现单片链无法实现的全球吞吐量,同时继承以太坊的安全性。

2022年9月,Fuel Labs成功募集$8000万美元融资,由Blockchain Capital和Stratos Technologies领投,多家领先投资机构跟投,包括CoinFund、Bain Capital Crypto、TRGC等。

参与方式:您可以将 Fuel 接受的代币直接存入您获得的积分中。参与者每存入以下资产 $1 即可每天获得 1.5 个积分:

积分:ETH、WET、eETH、rsETH、rETH、wbETH、USDT、USDC、USDe、sUSDe 和 stETH;7 月 8 日至 22 日期间,每天存入 ezETH 可获得 3 个积分。

原文链接: https://www.bitget.fit/zh-CN/research/articles/12560603814976

【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 may usher in the last drop, and BTC may consider buying the bottom in batches when it drops for the second time

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