過去 24 時間で、市場には多くの新しいホットな通貨やトピックが登場しており、これらが次の金儲けのチャンスとなる可能性が非常に高いです。
On the evening of August 15, cryptocurrencies suddenly plummeted, with Bitcoin falling to its lowest level since the market panic in early August. The largest options transactions as a whole reflected a relatively obvious risk aversion sentiment. Among them:
-
Sectors with strong wealth creation effects are: Solana Meme, Bitcoin Ecosystem Projects
-
The most searched tokens and topics by users are: Chaos Labs, Swell Network, Tapswap
-
Potential airdrop opportunities include: Sofamon, Lava Network
Data statistics time: August 16, 2024 4: 00 (UTC + 0)
1. 市場環境
Cryptocurrencies suddenly plunged on the evening of August 15th, Beijing time, with Bitcoin falling to its lowest level since the market panic in early August. For now, there seems to be no obvious external reason for todays sell-off. US stocks soared again, with the Nasdaq index rising 2.4% and the SP 500 index rising 1.6% – both indexes are now back to the levels before the panic in early August.
The largest option transaction was the purchase of 65,000 call options at the end of the year, and the sale of 85,000 call options at the end of March next year, totaling 380 BTC. The selling of options was mainly to lock in profits, which overall reflected a relatively obvious risk aversion sentiment.
2. 富を生み出すセクター
1) Sector changes: Solana Meme (SOLS, JUNGLE)
主な理由：
-
USDC Treasury minted 250 million USDC on the Solana chain 15 minutes ago. The increase in liquidity on the Solana chain can promote the performance of various ecological assets.
上昇状況:
-
SOLS and JUNGLE rose 4.01% and 4.88% respectively in 24 hours;
市場見通しに影響を与える要因:
-
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. Continue to pay attention to the price trend of SOL. If SOL maintains an upward trend, you can continue to hold SOL ecosystem assets.
-
Increase or decrease in open interest: SOLs open interest rose yesterday, indicating an influx of hot money. Use the contract data on the tv.coinglass website to understand the movement of the main funds. First, look at the increase in net long positions on the contract; then look at whether the contract data shows a net increase in long positions, an increase in OI, and an increase in trading volume. If so, it means that the main force continues to buy up and can continue to hold.
2) Sectors that need to be focused on in the future: Bitcoin ecosystem projects (SATS, ATOM)
主な理由：
-
Arthur Hayes, co-founder of BitMEX, posted on social media that if the Bank of Japan and the Federal Reserve do not allow the interest rate differential between the U.S. dollar and the yen to narrow, the market will continue to increase leverage. If the fiat currency system collapses, or more fiat currency liquidity chases and flows into assets with limited supply, Bitcoin will skyrocket. Good for the BTC ecosystem.
特定の通貨リスト:
-
SATS: A leading BRC inscription project in the BTC ecosystem, with meme attributes; SATS has recently performed significantly stronger than ORDI, and there may be related good news in the future;
-
ATOMARC: Atomicals Protocol is a simple and flexible protocol that can be used to implement the minting, transfer and update of digital objects on a blockchain based on the UTxO model similar to Bitcoin. As the token with the largest market value in the ecosystem, ATOM has a high concentration of funds and is the first to bear the brunt of the rising market.
3. ユーザーのホット検索
1) 人気のDapps
Chaos Labs:
Blockchain risk analysis service provider Chaos Labs has completed a $55 million Series A financing round led by Haun Ventures, with participation from F-Prime Capital, Slow Ventures and Spartan Capital, as well as Lightspeed Venture Partners, Galaxy Ventures and PayPal Ventures.
2) ツイッター
Swell Network:
Swell launched the first Bitcoin LRT swBTC in the Ethereum ecosystem to help Bitcoin holders earn income from EigenLayer and other re-staking protocols Symbiotic and Karak. Users can deposit WBTC to obtain swBTC, and it is expected to generate income from mid-September. Re-staking WBTC can earn 3 times the black pearls and symbiotic points.
3) Google検索地域
世界的な視点から：
Tapswap:
TapSwap is a Tap2Earn Mini App that was once liked by Telegram founder Pavel Durov. It was launched at the end of 2023. It was originally released on the Solana network and later transferred to the TON ecosystem. The overall popularity of the project is extremely high.
各地域の人気検索から：
(1) The hot topics in Asia are relatively scattered, and the term “RWA” has been trending in many countries;
(2) There are also no obvious hot spots in Europe and the United States. The Philippines has shown interest in US stocks such as Tesla and Nvidia.
(3) Latin America showed a higher interest in SOL and ETH, and AI project tracks appeared on the hot searches in Colombia and Argentina.
潜在的 エアドロップ 機会
Sofamon
Sofamon is a project based on the Base network. It is currently working on a personal chat sticker market on Telegram. Users can manage their own sticker sets, invite friends, access Sofamons private group chats, and more.
Web3 social project Sofamon has completed its seed round of financing, with participation from Polychain Capital, Seed Club Ventures, Inception Capital, etc. Angel investors include Celestia COO Nick White, former Coinbase engineer 0x Beans, Divergence Ventures co-founder George Lambeth, etc.
How to participate: The official has not yet announced specific airdrop information, but based on Sofamon’s current popularity on social media and in the crypto community, there is a high probability that there will be airdrop opportunities. Investors can purchase a series of NFT stickers launched by Sofamon.
Lava Network
Lava network is known as the Celestia of 2024. It quickly became popular due to its large amount of seed round financing and strong investment lineup. It completed a $15 million seed round of financing in February this year, led by Jump Capital, Hashkey Capital and Tribe Capital, and participated by North Island Ventures, Dispersion Capital, Alliance DAO, Finality Capital Partners and others. Executives from blockchain projects such as Celestia, Cosmos, StarkWare and Filecoin also participated in this round of financing.
Lava Network is currently in the testnet and plans to launch the mainnet in the first half of this year. Before the mainnet goes live, Lava launched the Magma points reward program. Users can earn Magma points by switching RPC connections to Lava.
Specific participation methods: 1) Log in to the official website, link your wallet, join DC and follow X. 2) Log in to the metamask network settings and change the RPC of your existing wallet to the RPC provided by Lava.
Bitget Research Instituteの詳細情報: https://www.bitget.fit/zh-CN/research
Bitget研究所は、オンチェーンデータに焦点を当て、価値ある資産を採掘することに重点を置いています。オンチェーンデータのリアルタイム監視と地域のホット検索を通じて最先端の価値投資を採掘し、暗号愛好家に機関レベルの洞察を提供します。これまで、Bitgetsのグローバルユーザーに、[Arbitrumエコシステム]、[AIエコシステム]、[SHIBエコシステム]などの複数の人気分野の初期段階の価値ある資産を提供してきました。徹底したデータ駆動型研究を通じて、Bitgetsのグローバルユーザーに優れた富の効果を生み出します。
【免責事項】市場にはリスクが伴いますので、投資の際はご注意ください。本記事は投資アドバイスを構成するものではなく、ユーザーは本記事の意見、見解、結論が特定の状況に適しているかどうかを検討する必要があります。この情報に基づく投資は自己責任で行ってください。
This article is sourced from the internet: Bitget Research Institute: The main purpose of option trading is risk aversion, and the risk of a second decline in the crypto market is increasing. It is recommended to wait and see
Original article by Min Jung Compiled by Odaily Planet Daily Golem ( @ウェブ3_golem ) Editors note: The crypto prediction market has received a lot of attention in this cycle, and many people believe that it is an important representative of the new round of blockchain applications that have broken through the circle. Data shows that the cumulative transaction volume of the leading crypto prediction platform Polymarket in 2024 exceeded US$600 million, and its user base exceeded 150,000. Such an impressive performance has even been publicly praised by Ethereum founder Vitalik . However, has the crypto prediction market really become popular on a large scale? The most popular prediction topics on Polymarket are all related to the US election, and the predicted prize pool for the winner of the 2024 US…
相关文章
日本語 
English 
繁體中文 
简体中文 
Русский 
Español 
ไทย 
Tiếng Việt 
العربية 
한국어 
Bahasa Indonesia 
हिन्दी 
اردو 
Türkçe