图解市场现状:调整不可避免,发掘百倍币更加困难

Odaily星球日报Publicado a 2024-07-10Actualizado a 2024-07-10

Resumen

相比之前的周期,我们目前还处于早期阶段。

原文作者:THE ALTCOIN INVESTOR

原文编译:深潮 TechFlow

1.相比之前的周期,我们目前还处于早期阶段

图解市场现状:调整不可避免,发掘百倍币更加困难

2.市场调整是不可避免的。

之前的周期中,市场经历了更深的调整。例如, 2016-17 年间的调整幅度在 -25% 到 -35% 之间,而 2020-21 年间的调整幅度则达到了 -50% 到 -63% 。

图解市场现状:调整不可避免,发掘百倍币更加困难

来源: Glassnode

3.虽然流动性与 2021 年相同,但代币数量却增加了 50 倍。

图解市场现状:调整不可避免,发掘百倍币更加困难

换句话说,现在要找到 100 倍回报的代币变得更加困难。

4.看涨的催化剂。

  • 比特币 ETF 持续流入

  • 以太坊 ETF 即将推出

  • 监管转向

  • 利率处于历史高位,欧盟和加拿大已经开始下降

  • 股票处于历史高位

  • 黄金接近历史高位

  • 稳定币供应处于历史高位

  • Circle 的稳定币符合 MiCA 标准,推动金融和商业的整合

  • Stripe 集成稳定币

  • PayPal 新推出的$PYUSD 增长(已发行 4.05 亿美元)

  • Blackrock 推动资产代币化

  • 新发行的山寨币已经下跌约 80% ,重新设定估值

  • Polymarket 在加密货币原生领域之外获得牵引力

  • 区块链终于开始扩展

最后,当德国、美国政府和 Mt. Gox 的问题解决后,将清除最后的悬念。

图解市场现状:调整不可避免,发掘百倍币更加困难

5.潜在的底部信号:ETH 情绪现在处于 2024 年的最低点,接近转负。

图解市场现状:调整不可避免,发掘百倍币更加困难

可能的机会:DeFi 估值低廉

在 2020 年夏天,加密货币世界见证了一个现象,后来被称为“DeFi Summer”。

这一时期标志着去中心化金融(DeFi)平台采用和发展的重要转折点。

当时,用户频繁地从一个 DeFi 项目跳到另一个,追逐更高的奖励。

这种狂热带来了巨大的卖压,加上投资者和团队成员的代币解锁,导致价格从历史高点下跌超过 80% 。

图解市场现状:调整不可避免,发掘百倍币更加困难

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