市场焦点：降息预期放缓、以太坊现货ETF获批加速，加密市场何时迎转机？

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• 波场区块链浏览器
• 2024-06-25
• 栏目：区观察
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加密货币市场的当前形势

The current situation in the crypto-currency market at

自比特币（BTC）在3月突破历史最高价（ATH）后，市场未能维持显著的上涨势头。市场普遍悲观，主要因美联储降息预期放缓和市场缺乏主流叙事。目前，加密货币市场正在经历阶段性调整，我们认为，短期内最好的策略是保持耐心，而长期来看，整体牛市可能在2024年末至2025年来临。

The market is generally pessimistic, largely due to the expected slowdown in the Federal Reserve’s interest rate cuts and the lack of mainstream narratives. At present, the crypto-currency market is undergoing a gradual adjustment, and we believe that the best strategy in the short term is patience, and that in the long run the entire cow market could come between the end of 2024 and 2025.

以太坊现货ETF获批预期

with Taiku spot ETF approval expected

预计以太坊现货ETF最快将于7月4日获批上市，这对市场情绪和以太坊生态都具有利好影响。SEC已经就S-1文件提出反馈要求，要求在6月21日（本周五）前完成修改和提交，这进一步加速了ETF的进程。

It is expected that ETF will be marketed as soon as possible on July 4, which will have a beneficial effect on market sentiment and on ETA ecology. SEC has already requested feedback on the S-1 document and has requested that the revision and submission be completed by June 21 (this Friday), which further accelerates the ETF process.

市场热点与新趋势

Market hot spots and new trends

FMG发布了深度研究报告，关注DePIN赛道的三大趋势：DePIN模式与消费品结合、基于Web3的边缘设备经济和共享经济，以及通过RWA模式释放DePIN流动性。

FMG published an in-depth study focusing on three main trends in the DePIN track: the integration of the DePIN model with consumer goods, the marginal equipment economy based on Web3 and the shared economy, and the release of DePIN liquidity through the RWA model.

Meme热潮与市场反应

Meme surge and market response

当前市场缺乏主流叙事，导致投资者开始关注Meme。相比上一个周期，本轮Meme叙事基础更为坚实，包括投资机构介入、交易平台提供流动性支持，以及社区参与度显著提升。

The current lack of mainstream narratives in the market has led investors to focus on Meme. Compared to the previous cycle, the current round of Meme narratives is more solidly based, including investment agency involvement, liquidity support from trading platforms, and a significant increase in community participation.

市场数据与分析

Market data and analysis

截至6月19日，加密市场总市值为2.38万亿美元，较月初下跌5.92%。BTC市值占比达到53.92%，略有上涨。加密恐惧与贪婪指数显示中性水平。

As at 19 June, the total market value of the encryption market was $2.38 trillion, a decrease of 5.92 per cent from the beginning of the month. The BTC market value stood at 53.92 per cent, a slight increase. The encryption fear and greed index shows neutral levels.

宏观环境与政策影响

Macro-environmental and policy implications

最近的美联储会议表明，今年降息预期放缓，这对加密市场造成了一定的影响。Coinshare数据显示，自3月22日以来，出现了大规模的资金外流现象，其中包括比特币的流出。

According to recent Federal Reserve meetings, interest rate reductions are expected to slow this year, which has had some impact on the encryption market. Coinshare data show a massive outflow of funds, including Bitcoin, since 22 March.

未来展望与技术前景

Future and Technology Outlook

在技术创新方面，公钥全同态加密（FHE）技术引发了市场关注。FHE技术的应用场景涵盖了AI与边缘计算的隐私问题解决，以及DePIN硬件加速等领域，这些都可能成为未来加密市场的重要推动力。

In terms of technological innovation, public key all-key cryptography (FHE) technology has raised market concerns. FHE applications cover areas such as the privacy of AI and margin computing, and the acceleration of DePIN hardware, which could be an important driving force for the future encryption market.

结语

concluding remarks

本文对当前加密货币市场的最新动态进行了深入分析，并展望了未来可能的市场转机。随着以太坊现货ETF获批的预期加速和新技术趋势的兴起，投资者和观察者需保持关注，以把握市场的发展脉搏。

This paper provides an in-depth analysis of the latest developments in the current market for encrypted currencies and looks forward to possible future market shifts. With the expected acceleration of the approval of ETFs on-the-spot and the emergence of new technological trends, investors and observers need to remain focused in order to capture the dynamics of the market.

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