【龙虎榜】BTC主力出逃迹象增加,GRT成WEB3.0表现最佳币种

火必研究院Pubblicato 2022-04-28Pubblicato ultima volta 2022-04-29

Introduzione

BTC价格继续回撤期间,反弹频率增加,价格还未触及斐波那契50%对应的36077美元支撑位。

1、大盘走势:震荡中反弹,交易量维持低位

BTC价格继续回撤期间,反弹频率增加,价格还未触及斐波那契50%对应的36077美元支撑位。据此判断,价格以及逐步靠近短线支撑点,行情即将迎来变盘机会。按照区间波动来看,BTC已经达到了1年来的低价区,买入获利的机会增多。同时,场内已经持币的投资者中,长期投资者获利回吐意愿增强。在中长期投资者继续亏损出货以前,BTC低吸机会依然可关注。

从中长期投资者的交易获利表现看,近期长期投资者的SOPR指标继续走低,虽然整体数值还在1以上的位置,但是近期跌破1的情况频繁持续,意味着中长期投资者在考虑卖出BTC。据此判断,BTC调整处在后期,而且是长期投资者部分亏损出局的调整阶段。这个阶段,BTC价格可能会在某些阶段持续崩塌的情况,但是整体筑底趋势延续。对比2020年3月前后的SOPR指标以及BTC底部确认过程,典型的指标低于1以后的触底信号将会发出。

2、恐慌指数解读:

恐慌指数小幅回落期间,数值虽然明显在低于30的位置运行,但是极值还未达到不可承受的底部。据此判断,恐慌指数提示的典型底部特征还不够显著。回顾2021年7月以前的恐慌指数表现,该数值在30以下持续低迷,直到最后数值滑落到10的情况下,才有效验证了买入信号。因此,在判断BTC底部特征的过程中,可关注恐慌指数的筑底过程。

3、龙虎榜:

在主流币整体反弹期间,不同板块的币种都持续了技术性反弹。市值前100的币种里,涨幅靠前的币种有GMT、GRT、和LDO等,涨幅都在11%以上。跌幅居前币种里,算法稳定币FXS、存储概念AR和交易所概念MEX跌幅较大。整体市场处在涨跌 阶段,热点关注WEB3.0概念币种。

涨幅榜

GRT

作为WEB3.0概念币,GRT为去中心化数据提供索引(Graph Protocol)服务。

The Graph(GRT)是市场上最早的去中心化索引和查询软件之一,相当于区块链上的谷歌。

有了它,dApp利用智能合约将数据添加到以太坊上。

The Graph最近还集成了多种DeFi协议,包括Uniswap,AAVE,Decentraland,Gnosis,Balancer,Synthetix,Polkadot,Fantom等。

价格方面,GRT的0.3美元的底部正在逐步确认中。24小时价格上涨达到了12.8%以后,GRT正在迎来近期较好的上涨机会,接下来可继续给与关注。

LDO

Lido是一个金融平台,提供ETH押注衍生品以换取管理费。Lido允许用户通过将ETH存入Lido智能合约来获得可转让的stETH,而无需锁定资产或维护自己的基础设施。作为交换,所有ETH质押衍生品的10%(可通过LDO投票改变)流向Lido DAO,由LDO代币持有人控制。

LDO代币持有者是该平台的所有者/管理者。LDO代币持有者管理Lido DAO的结构和一套扩展的合同,Lido DAO的国库,以及LDO代币本身。任何超越以太坊(多链)或IRL(人)的东西都不是由LDO代币持有人直接拥有或管理的。虽然这在未来可能会改变,但Lido的治理责任目前是由链上LDO代币投票以及终端用户和运营商 "用脚投票 "来划分的。

Liquid Staking是一个高度技术化、资本密集和竞争激烈的市场。尽可能多地、快速地增长管理下的资产(AUM),以提高Lido应得的管理费数额,这符合LDO代币持有人的利益,然后可以重新投资于更多的增长和安全。

作为ETH2.0质押概念重要币种,LDO市场表现强势,其锁仓维持在高位运行。据此判断,LDO的价格上行趋势还将延续。

GMT

无论GameFi还是MoveToRun都有自身的周期,这个周期有可能比较短暂,随着热度降低、价格下跌、老玩家厌倦或仿盘大量出现以后,融合了GameFi和SocialFi元素的应用StepN出现了。

由于具备了GameFi和SocialFi元素的应用,并且通过move-to-earn模式吸引了众多加密圈外的用户,StepN很快火爆起来。

价格表现上,GMT不仅在24小时内上涨达18.6%,首次出现了缩量状态下的拉盘动作。这表明,GMT近期已经提示了控盘拉升信号,缩量上涨意味着主力主导了短线行情,可持续关注价格表现。

跌幅榜

跌幅靠前的币种里,FXS短线调整空间最大,这与整体市场走势不稳有关。短线表现较好的DOGE冲高回落,表现出消息面刺激行情无法持续的特征。NEAR在前期持续上涨以后,近期也持续回撤以后并未出现强势表现。整体市场处在调整阶段,更多关注少数低吸机会和调整预期。

Letture associate

SemiAnalysis on the Epic Plunge: It's Not Over Yet

SemiAnalysis Weekly discusses the recent sharp correction in the semiconductor market after a historic first half. Analysts Doug O'Loughlin and Dylan note that despite healthy fundamentals, markets like South Korea's KOSPI have plunged 40%, wiping out leveraged retail investors. A core debate focuses on AI demand versus supply constraints. Dylan cites SemiAnalysis's internal use of AI coding agents, leading to a 100x increase in AI spending, as evidence of powerful demand. Doug agrees demand is strong but questions its exact magnitude, calling it a "trillion-dollar question." His primary concern is physical and financial bottlenecks: a shortage of 100,000 electricians in the US, massive $450B in corporate debt issuance by hyperscalers (funded by a shrinking pension pool), and labor/scale limits in regions like Taiwan, where TSMC constitutes 20% of GDP. The conversation covers market dynamics, including the typical semiconductor cycle where over-ordering leads to crashes, China's growing memory capacity, and the potential for older chips like the H100 to lose value as models scale. Politically, AI is seen as a likely scapegoat in upcoming elections, though not a top-tier voter priority. The analysts conclude that while the long-term potential is significant, the scaling path is narrowing. The challenge is matching exponential compute demands with real-world constraints on capital, labor, and permits, risking scenarios where massive investment outpaces near-term revenue generation.

marsbit18 min fa

SemiAnalysis on the Epic Plunge: It's Not Over Yet

marsbit18 min fa

After Robinhood's Aggressive Entry, Why is PUMP Defying the Trend and Rising?

Amid a prolonged crypto bear market that has strained many projects, Pump.fun stands out by maintaining strong profitability. Despite a major token unlock in mid-July that was expected to cause selling pressure, its native token PUMP has risen nearly 48% over the past month. Analysis shows only a small portion of unlocked tokens were sold, with 92% of investor allocations still held. A buyback-and-burn mechanism has also supported the price, though daily回购 funds have declined by 77.5% from their peak, partly due to a change in tokenomics and lower platform revenue. Pump.fun remains a top revenue generator in crypto, with annualized revenue of around $450 million, ranking just behind giants like Tether and Circle. However, its daily revenue is down about 69% from its all-time high, reflecting dependence on meme coin market cycles. The platform also faces a class-action lawsuit alleging market manipulation and securities violations. New competition has emerged with Robinhood Chain's launchpad, which recently saw higher weekly volume and active addresses than Pump.fun. While Pump.fun's metrics haven't declined yet, it has responded with a new token launch mechanism called BOOST to improve liquidity. This has increased platform activity but raised community concerns about potential exploitation for short-term pumps. Ultimately, Pump.fun's success remains tightly linked to meme coin speculation and broader market sentiment.

marsbit18 min fa

After Robinhood's Aggressive Entry, Why is PUMP Defying the Trend and Rising?

marsbit18 min fa

China Business Journal Unveils Cryptocurrency Extortion Scheme

China Business Journal, a state-run Chinese newspaper, has issued a warning about scammers using its name to extort cryptocurrency from companies. According to the publication, fraudsters are sending emails impersonating its journalists. These emails threaten to publish damaging information about a company unless a Bitcoin payment is made. The scammers, using Proton Mail addresses, claim to possess compromising material from a secretive investigation. The newspaper's representatives have clarified that it has no involvement with these messages. They emphasized that the publication does not engage in such practices, never demands payment to suppress stories, and does not negotiate in this manner. The editorial team believes the criminals are exploiting the newspaper's authoritative reputation to pressure companies into making hasty decisions under threat of reputational harm. China Business Journal stated it is collecting evidence of this brand misuse, analyzing the fraudulent emails, and preparing materials for law enforcement. It reserves the right to pursue both civil and criminal liability against the scheme's organizers. Companies are urged to carefully verify any communication purportedly from the newspaper, avoid transferring cryptocurrency to unknown recipients, and report such incidents to the authorities. The newspaper confirmed it will continue its own investigation into the matter.

cryptonews.ru54 min fa

China Business Journal Unveils Cryptocurrency Extortion Scheme

cryptonews.ru54 min fa

Trading

Spot
活动图片