山寨币大幅反弹、SUI 生态财富效应良好

币界网Published on 2024-08-09Last updated on 2024-08-09

币界网报道:

比特币在过去 24 小时内上涨了 6.94%,Grayscale 信托新成员的加入和俄罗斯加密挖矿合法促进了整个市场的山寨币上涨幅度扩大。

  • 造富效应强的板块是: SUI 生态、次新币版块;

一、市场环境

比特币在过去 24 小时内上涨了 6.94%,目前交易价格为 61,200 美元。以太坊突破 2,600 美元,同期上涨 9.8%,结束了对 BTC 的连续下跌。

加密资产管理公司 Grayscale 已添加 Bittensor(TAO)和 Sui Network(SUI)到其加密投资产品列表中。同时,俄罗斯总统弗拉基米尔·普京签署了一项法案,使该国的加密货币挖矿合法化。俄罗斯似乎正在采取行动跟上美国的步伐。国家层面的比特币 FOMO 正在升温。多个利好消息促进了整个市场的山寨币上涨幅度扩大。

二、造富板块

1)板块异动:SUI 生态(SUI、SCA、CETUS)

主要原因:

  • 加密资产管理公司 Grayscale 已添加 Bittensor(TAO)和 Sui Network(SUI)到其加密投资产品列表中;

  • 其主网将集成基于 DAG 的共识算法 Mysticeti,将在未来几周内分几个步骤展开升级过程。

上涨情况:SUI、SCA、CETUS 24 小时内分别上涨 30.22%、25.79%、19.12%;

影响后市因素:

  • 未平仓合约量的增减:以 SUI 为例,SUI 的未平仓合约量昨日自从低位开始上涨,说明热钱涌入。通过 tv.coinglass 网站看合约数据了解主力资金的动向,首先看观察合约上净多头的增量有多少;再看合约数据上是否形成合约多头净增加、OI 上涨,且交易量放大的情况。如果是的话,说明主力持续在买涨,可以持续持有。

  • 消息面影响: 关注项目方近期宣传的产品更新、合作关系,如果举行 AMA 可以考虑提前布局相关资产,因为近期大概率会利用流动性转好的环境发布利好消息。

2)板块异动:次新币版块(ZRO、ZK、REZ)

主要原因:

  • 新币超跌反弹,ZRO、ZK、REZ 等高市值新币价格已在市场的负面情绪下远远低于了盘前市场预期。随着市场情绪被逐渐消化,投资和定价逐渐回归理性,ZRO、ZK、REZ 在反弹中快速回升。

影响后市因素:

  • LayerZero、ZKsync、Renzo 等新币项目方是否能有进一步的动作来释放利好持续稳固币价,以及市场的负面情绪被消化的程度将直接影响新币价格。

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