Market Themes:#
- BTC ecosystem. What else can be done with BTC's dex? Mainly related to the halving story.
- Meme.
Market Heat#
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Looking at the overall trading volume of exchanges, BN is at the 10 billion level, Okx and gate are at the billion level, and second-tier exchanges are at the individual hundred million level; the growth is all above 100%, and meme coins are driving market volume. link
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The BTC ecosystem is the most exaggerated, with daily trading volume still in the hundreds of thousands, and it is expected to take over the ETH ecosystem.
TVL Growth#
Meme Theme#
Observation Pool#
Observation logic: Observe the stimulating effect of different signals (gas consumption, TVL growth, account growth, coin price growth (top gainer)) on the market.
jeff, four, ben
Market Observation#
@MaxGain_888: May 2023 Narrative Update
Some interesting points:
- Many Bitcoin applications, starting from BRC20, will be sought after again with the halving, and there may be speculative opportunities for Bitcoin-based L2, social applications, etc.
- There may be projects with a market cap of around MC100M on Sui. Sui ecosystem project list: https://facaicat.notion.site/SUI-Eco-Projects-2f242231f3e94e638a0e5eb7649bd5d9