معهد أبحاث Bitget: قد يشهد السوق الانخفاض الأخير، وقد تفكر BTC في شراء القاع على دفعات عندما

خلال الـ 24 ساعة الماضية، ظهرت العديد من العملات والموضوعات الجديدة الشائعة في السوق، والتي قد تكون الفرصة التالية لكسب المال، مشتمل:

• 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. بيئة السوق

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. Wealth-creating sector

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;

العوامل المؤثرة على توقعات السوق:

• 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) Sectors that need to be focused on in the future: RWA sector (ONDO, Pendle)

سبب رئيسي:

• The RWA sector is still the most popular sector in the current cryptocurrency industry, and is considered to have a large market size. ONDO and Pendle occupy the RWA treasury tokenization track and the crypto asset interest rate swap market track respectively. The asset volume ceiling of these two tracks is extremely high, and the protocol income that the protocol can generate increases with the growth of asset volume. Investors should pay special attention to each round of market rebound.

العوامل المؤثرة على توقعات السوق:

• Total asset size of the protocol: The cash flow output of this type of protocol mainly depends on the asset size of the protocol. As the asset size accommodated by the protocol gradually increases, the income that the protocol can generate will also gradually increase, and the corresponding currency price will also have a strong performance.

• Policy impact: As the cryptocurrency industry gradually passes various legislations and social recognition gradually increases, policies that are favorable to this track will also be one of the main factors for the rise of tokens in this track. As more asset management giants enter this field, I believe that the subsequent development of this field will steadily improve.

3. عمليات البحث الساخنة للمستخدم

1) التطبيقات اللامركزية الشعبية

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) تويتر

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) منطقة بحث جوجل

من منظور عالمي:

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.

من عمليات البحث الساخنة في كل منطقة:

(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.

محتمل إنزال جوي فرص

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.

وقود

Fuel عبارة عن طبقة تنفيذ معيارية تعتمد على UTXO والتي توفر نطاقًا يمكن الوصول إليه عالميًا إلى Ethereum. وباعتبارها طبقة تنفيذ معيارية، يمكن لـ Fuel تحقيق معدل إنتاج عالمي بطريقة لا تستطيع السلاسل المتجانسة تحقيقها، مع اكتساب أمان Ethereum.

في سبتمبر 2022، نجحت Fuel Labs في جمع $80 مليون دولار في جولة تمويلية بقيادة Blockchain Capital وStratos Technologies. استثمرت العديد من المؤسسات الاستثمارية الرائدة، مثل CoinFund وBain Capital Crypto وTRGC.

طريقة المشاركة: يمكنك إيداع الرموز التي تقبلها Fuel مباشرة في النقاط التي كسبتها. يمكن للمشاركين كسب 1.5 نقطة يوميًا مقابل كل $1 يودعونها في الأصول التالية:

النقاط: ETH، WET، eETH، rsETH، rETH، wbETH، USDT، USDC، USDe، sUSDe وstETH؛ من 8 إلى 22 يوليو، سيكسبك إيداع ezETH 3 نقاط يوميًا.

الرابط الأصلي: https://www.bitget.fit/zh-CN/research/articles/12560603814976

إخلاء المسؤولية: السوق محفوف بالمخاطر، لذا كن حذرًا عند الاستثمار. لا تشكل هذه المقالة نصيحة استثمارية، ويجب على المستخدمين التفكير فيما إذا كانت أي آراء أو وجهات نظر أو استنتاجات في هذه المقالة مناسبة لظروفهم الخاصة. الاستثمار بناءً على هذه المعلومات هو على مسؤوليتك الخاصة.

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

Related: Analysis of industry trends in the first half of 2024: Ethereum still dominates, and Asian and African startups hit a ne

Original author: @QwQiao @xyczzcyx Compiled by: TechFlow At @alliancedao , we receive around 3,000 applications per year to join our crypto startup accelerator. We collect data such as the blockchain they use, product type, and geographic location. Because of the large sample size and our neutrality to these factors, we are able to gain unique insights into how the industry is trending. Blockchain Layer 1 Ethereum remains the dominant ecosystem. However, Solana is recovering after bottoming out in the second half of 2022, which may be related to the collapse of FTX in the same period. Bitcoin is experiencing a resurgence amid the craze for ordinarys, runes, and Bitcoin L2 technology. Changes in L1 share over time L1 share in the first half of 2024 Ethereum Layer 2 Focus on…