Bitget 研究院:BTC 短时突破 7 万美金压力位 ENA 币价持续上涨

币圈资讯 阅读:39 2024-04-22 08:07:06 评论:0
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过去 24 小时,市场出现了不少新的热门币种和话题,很可能它们就是下一个造富机会

摘要

昨日 BTC 在一个月内第三次突破 7 万美金压力位后小幅回调,BTC 现货 ETF 连续四日净流入,临近减半比特币和其生态项目有向上突破的迹象。ENA 在 TGE 后实现一周内币价翻倍,并成为上周盈利能力最强的稳定币项目,而 USDe 流通市值也达到了 20 亿美金排在稳定币市值第四位。其中:

  • 造富效应强的板块是:比特币生态(BRC20、ARC20、BTC Layer2 等)、Ethena(ENA)、nakamoto 升级相关代币(STX、T);

  • 用户热搜代币&话题为:Pixels、Harvest Finance、Matr1x;

  • 潜在的空投机会有:Morph、TimeSwap;

数据统计时间:2024 年 4 月 8 日 4:00(UTC+0)

一、市场环境

现货黄金价格短暂回调后再次冲高,突破历史新高达到 2353 美元 / 盎司。BTC 在一个月内第三次突破 7 万美金压力位后小幅回调,BTC Spot ETF 从 4 月 2 日至 4 月 5 日连续四天净流入,市场情绪开始好转。

ETH/BTC 汇率走弱,过去一个月下跌 13%,过去 24h ETH 链上 gas 降至 10gwei 左右,ETH 主网上活跃度明显降低。Layer2 网络中,除 Base 近期 TVL 上升较为明显以外,Starknet、Optimism、Arbitrum 的 TVL 在过去一周中分别下跌了 10%、9%、5%。

二、造富板块

1)板块异动:比特币生态(BRC20、ARC20、BTC Layer2 等)

主要原因:

(1)比特币减半临近,比特币生态项目最易吸引市场注意力经济,大量比特币资产发行协议和扩容协议都将预备在减半前后发布重要公告;

(2)Atomicals Protocol 的 ARC20 代币拆分解决方案 Beta 版本进入测试阶段;

上涨情况:过去 24h,ATOMARC 上涨 24%,MUBI 上涨 26%;过去一周,CKB 上涨 37%,BRC20、ARC20 其他头部资产也有明显上涨。

影响后市因素:

  • 比特币减半前后比特币生态推陈出新的情况和效果,主力资金在这段时间内的动作都将直接影响整个板块的走势。目前,ARC20 板块的资产流动性较弱,利于资金拉盘,ATOMARC 和 QUARK 的市值也都不算高,值得投入精力关注板块异动,适时进行投入。

2)板块异动:Ethena(ENA)

主要原因:

(1)Ethena 在过去一周中协议费用达到了 830 万美金,排在稳定币协议 Top1,远超排名第二的 MakerDAO。USDe 的流通市值目前也迅速达到了 20 亿美金的量级。

(2)Ethena 在社媒和行业头部 KOL 的讨论中热度非常高,一些人拿 Ethena 与 Luna 进行比较提示该项目的风险,也有一些人指出该项目和 Luna 的区别并赞扬其主动披露自身的潜在风险。在讨论和分歧中,Ethena 的社媒曝光量持续上升。

上涨情况: ENA 在几日前 TGE 后,从大约 0.6 美金的开盘价格持续上涨,目前币价达到 1.2 美金,实现一周内翻倍。

影响后市因素:

  • USDe 流通量的增长情况:目前 USDe 的市值为 20 亿美金,已经来到了稳定币市值排名第四的位置,如果 USDe 的流通市值能够步步逼近、甚至超过第三名的 DAI,那么 ENA 的币价想象空间将被极大程度地打开。

  • Ethena 活动的收益率预期和外部合作项目方的实力:第二季 Ethena campaign 已开启,Ethena 与 Zircuit 等大量知名项目方合作,给 USDe 的质押增加更多重的收益,如果 Ethena 能够持续进行此类拓展,让持有 USDe 的用户拿到更多外部给予的超额收益,则项目将能够更快发展。

3)后续需要重点关注板块:nakamoto 升级相关代币(STX、T)

主要原因:Stacks Nakamoto 升级将于 4 月 15 日 -29 日之间开始推出,Nakamoto 升级所需引导合约已准备就绪。Stacks Nakamoto 升级是将 BTC 跨链桥升级为门限签名 threshold signet,而 Threshold Network 和其 $tBTC 是已经运行时间 5 年的 threshold signet 跨链 BTC 桥方案。

具体币种清单:STX(Stacks)、T(Threshold Network)

三、用户热搜

1)热门 Dapp

Pixels:Pixels 是一个基于 Ronin 网络的社交休闲 Web3 游戏,具有探索、农耕和创造的开放世界游戏环境。根据 DappRadar 数据统计,Pixels UAW 达到 74 万,用户规模量较大。Pixels 的一大特色是其结合了玩家赚取(play-to-earn,P2E)功能和农田 NFTs,旨在通过 PIXEL 代币提供一个全面的游戏环境,将货币使用和游戏玩法紧密结合,受到广泛玩家喜爱。

2)Twitter

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Matr1x

Matr1x 是一个全球性的 Web3 娱乐平台,它结合了多集游戏。该平台的首款游戏,Matr1x Fire,是一个设置在元宇宙中的移动射击游戏,是 Web3 游戏行业中的第一款此类游戏。

近期加密货币游戏赛道集体反弹。Matr1x 代币 FIRE 价格表现不错。影响 Matr1x 代币 FIRE 价格的主要因素包括其在游戏和 Web3 娱乐领域的独特地位、其旗舰游戏 Matr1x Fire 的成功和采纳,以及其平台的整体增长和参与度。

3)Google Search & 地区

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从全球范围来看:

Harvest Finance

Harvest finance 是一个多链的 DeFi 收益查看看板项目。项目非常方便用户查看自己在多链部署的 LP,Yield Farming 等情况,并且方便用户快速 claim 收益。

该项目昨日代币价格最高涨幅约 160%,最终问鼎在 100% 涨幅,代币目前上线了 Coinbase,Kraken 和 Binance,由于币价上升所以社媒热搜较多。但是项目方并未公布突破性的功能或者特殊的合作信息,目前暂时不清楚该代币抬升的理由,投资者可以持续保持观察。

从各区域热搜来看:

(1)东南亚洲区对 AI 与 MEME 话题有着浓厚的兴趣:

东南亚用户对于 MEME 代币和 AI 代币的关注度显著提高。MEME 币方面例如 PEPE、WEN、SHIBA INU 等均大范围出现在东南亚用户搜索当中。MEME 意象简单可爱,广泛收到东南亚用户的喜爱。AI 方面 FET、WLD、ARKM 等均出现在搜索头部,由于 AI 代币是官方受到行业迭代升级影响,波动率较高,散户参与度较高。

(2)欧洲和 CIS 地区对主流币关注度较高:

欧洲和 CIS 地区用户主要关注的代币是 SOL、FTM、TRON 等。近期主流行情在调整后重新回到高位,散户普遍关注主流币说明散户看好后市主流币行情,认为可能存在突破行情,普遍进行押注。同样近期 Solana 链上火热带动其他公链竞相模仿,在用户更愿意参与公链生态的前提下,用户对于该公链代币的需求也随之提高。

四、潜在空投机会

Morph

Morph 是一个消费级别的区块链,通过 zkEVM 和响应式技术满足用户日常对于区块链需求。Morph 旨在为项目创始人提供一站式开发工具与解决方案。Morph 基于三大关键技术构建,分别为去中心化定序器、Optimistic zkEVM 集成和模块化设计。

Morph 宣布完成 1900 万美元种子轮融资,由 Dragonfly Capital 领投,Pantera Capital 等参投。

参与方式:登陆 Morph 官网讲测试网 RPC 添加进入钱包软件,在官方水龙头领取测试 ETH,将测试 ETH 跨链到 Morph 测试网,参与 Morph 测试网链上项目。

TimeSwap

Timeswap 是一个无清算的借贷协议使用自己风格的 AMM 模型和设计进行借贷。 用户可以将代币借入池中以赚取固定收益,借入代币或加杠杆而无清算风险。

DeFi 借贷协议 Timeswap 完成种子轮融资,Multicoin Capital 领投,Mechanism Capital 和 Defiance Capital 参投。融资金额未公布。

参与方式:登陆 Timeswap 官网,选择拥有 TIME 补贴的 LP 池,组成对应 LP 添加部署后即可参与 TIME 代币预挖。

原文链接:https://www.bitget.com/zh-CN/research/articles/12560603807882


There have been many new hot currencies and topics in the market in the past hours, and it is very likely that they will be the next opportunity to create wealth. Yesterday, after breaking through the pressure of USD for the third time in a month, the spot slightly adjusted back. For four consecutive days, the net inflow of Bitcoin and its ecological projects showed signs of upward breakthrough. After that, the currency price doubled in a week and became the most profitable stable currency project last week, and the circulating market value reached USD 100 million, ranking fourth in the market value of stable currency, among which the plate with strong wealth-creating effect was better than that of others. The topic of token users' hot search for tokens related to the upgrade of special currency ecology is the potential airdrop opportunity. There are statistics, time, year, month, day, market environment, spot gold price, after a short correction, rose again and broke through a record high, reaching the dollar ounce for the third time in a month, and then slightly adjusted back. The net inflow of market sentiment began to improve for four consecutive days from month to month, and the exchange rate weakened in the past month, and the activity on the chain dropped to the left and right, which was obviously reduced, except for the recent increase. In the past week, there have been significant declines. Second, there have been changes in the wealth-making sector. Bitcoin ecology and other main reasons have halved. Bitcoin ecological projects are the most likely to attract market attention. A large number of bitcoin asset issuance agreements and expansion agreements will be prepared to release important announcements before and after halving. The version of the token splitting solution entered the testing stage. The upward situation rose in the past week, and other head assets also rose significantly, which affected the market outlook. Bitcoin before and after halving. The situation and effect of ecological innovation will directly affect the trend of the whole sector during this period. At present, the asset liquidity of the sector is weak, which is conducive to the fund pulling and the market value is not high. It is worth investing energy to pay attention to the sector changes and make timely investment in the sector changes. The main reason is that in the past week, the agreement fee has reached US$, ranking in the stable currency agreement, far exceeding the second-ranked circulation market value, and now it has quickly reached the order of US$ 100 million. The heat is very high. Some people compare it with it, suggesting the risks of this project. Some people also point out the differences between this project and others and praise it for voluntarily disclosing its potential risks. During the discussion and disagreement, the exposure of social media continued to rise, and the rising situation continued to rise from the opening price of about US dollars a few days ago. At present, the currency price has doubled to US dollars within one week, which has affected the growth of circulation of market outlook factors. The current market value is US$ 100 million, and it has reached the fourth place in the market value of stable currency. If the market value can approach or even surpass the third place step by step, the imagination space of currency price will be greatly opened, and the expected rate of return of activities and the strength of external cooperation project parties will be opened in the second quarter, and cooperation with a large number of well-known project parties will add more heavy benefits to the pledge. If this kind of expansion can be carried out continuously, the project will be able to develop faster, and the follow-up needs to focus on the plate upgrade. The main reasons for the upgrade will be on March. The guidance contract required for the upgrade is ready. The upgrade is to upgrade the cross-chain bridge to a threshold signature, and it is a cross-chain bridge scheme that has been running for years. The specific currency list 3. The hot search for users is a social casual game based on the network, which has the ability to explore farming and create an open world game environment. According to statistics, it has a large scale of 10,000 users. Its major feature is that it combines the player earning function and farmland to provide a comprehensive game environment through tokens. It is a global entertainment platform that is closely combined with gameplay. It combines multiple episodes of games. The first game of this platform is a mobile shooting game set in the meta-universe, and it is the first of its kind in the game industry. Recently, the cryptocurrency game track has rebounded collectively, and the token price has performed well. The main factors affecting the token price include its unique position in the field of games and entertainment, the success and adoption of its flagship game, and the overall growth and participation of its platform. From a global perspective, the area is a multi-chain income viewing Kanban project, which is very convenient for users to check their own deployment in multi-chain and make quick gains. The highest increase in the price of tokens yesterday was about to win the final prize. The tokens are currently online and there are many hot searches by social media because of the rising price of coins, but the project party has not announced breakthrough functions or special cooperation information. At present, it is not clear why the tokens have risen. Investors can continue to observe the heat from various regions. From the search, we can see that Southeast Asia has a strong interest in related topics, and Southeast Asian users pay more attention to tokens and tokens. For example, in terms of coins, the images are simple and lovely, and they are widely loved by Southeast Asian users. They all appear at the head of the search. Because tokens are officially affected by the iterative upgrading of the industry, the retail participation is high, and Europe and the region pay more attention to mainstream coins. The tokens that European and regional users are mainly concerned about are recently. The mainstream market has returned to a high level after adjustment. Retail investors are generally concerned about the mainstream currency, indicating that retail investors are optimistic about the mainstream currency market in the market outlook and think that there may be a breakthrough. Similarly, the recent popularity of the chain has driven other public chains to compete for imitation. Under the premise that users are more willing to participate in the public chain ecology, the demand for the public chain token has also increased. Four potential airdrop opportunities are a consumer-grade blockchain. The adoption and response technology meets the daily needs of users for the blockchain, aiming at providing for the project founder. Tools and solutions for one-stop development are built based on three key technologies, namely decentralized sequencer integration and modular design. Ten thousand dollars of seed round financing is announced to be completed, and it will be landed in official website by leading investment and other participation methods. Adding wallet software to the test network will receive the test at the official faucet, and the test will cross the chain to the test network to participate in the test. The online project is a loan agreement without liquidation. Users can borrow tokens in the pool to earn a fixed income by using their own style model and design. Borrow tokens or leverage without liquidation risk. Loan agreement. Complete seed round financing, lead investment and participation financing amount. The participation method is not announced. Landing in official website, select a subsidized pool to form a corresponding addition and deployment, and then you can participate in token pre-excavation of the original link. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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