幣安研究院揭示的主要加密貨幣趨勢

受產業積極發展的推動，7 月全球加密貨幣市值飆升 6.1%。其中有以下方面的增值新聞：

The global crypto market capitalization soared by 6.1% in July, influenced by positive industry developments. Among them are value-adding news from regulatory fronts and significant growth among key Web 3 projects.

受產業正面發展影響，7 月全球加密貨幣市值飆升 6.1%。其中包括來自監管方面的增值新聞以及關鍵 Web 3 項目的顯著增長。

Nevertheless, concerns remain that could influence industry trends in August. Among them are Mt. Gox’s repayments and the US government’s BTC transfer.

儘管如此，仍存在可能影響八月份行業趨勢的擔憂。其中包括Mt.Gox的還款和美國政府的BTC轉帳。

Key Crypto Trends Revealed by Binance Research

幣安研究院揭示的主要加密貨幣趨勢

The landmark approval of nine spot Ethereum ETFs was among the tailwinds for the 6.1% surge in crypto market value in July. Like the case for Bitcoin in January, this decision delivered Ethereum (ETH) to Wall Street, inspiring a new wave of capital inflows to the market.

9 檔現貨以太坊 ETF 的里程碑式批准是 7 月加密貨幣市值飆升 6.1% 的推動因素之一。與 1 月比特幣的情況一樣，這項決定將以太坊 (ETH) 推向了華爾街，激發了新一波資本流入市場。

Market fears also eased up in July over reports that the German government completed selling its 50,000 Bitcoin (BTC) to centralized exchanges. Donald Trump’s bullish assertions during the Bitcoin 2024 Conference also invigorated the sentiment shift.

7 月份，有報告指出德國政府已完成向中心化交易所出售 50,000 個比特幣 (BTC)，市場擔憂情緒也有所緩解。唐納德·川普 (Donald Trump) 在 2024 年比特幣會議上的看漲主張也刺激了市場情緒的轉變。

DeFiLlama data showed that the decentralized finance (DeFi) space soared 3.5% in July, topping out at $99.93 billion. The DeFi total value locked (TVL) chart is very similar to the one showing crypto market capitalization.

DeFiLlama 數據顯示，7 月去中心化金融（DeFi）領域飆升 3.5%，最高達到 999.3 億美元。 DeFi 鎖定總價值 (TVL) 圖表與顯示加密貨幣市值的圖表非常相似。

However, TVL is measured in USD, which is a factor in crypto collateral prices. Therefore, the surge in DeFi TVL may represent an overall increase in collateral value.

然而，TVL 以美元衡量，這是加密貨幣抵押品價格的因素。因此，DeFi TVL 的激增可能代表抵押品價值的整體增加​​。

Read more: Exploring DefiLlama: An Extensive Guide to DeFi Tracking

閱讀更多：探索 DefiLlama：DeFi 追蹤的廣泛指南

The report highlighted the CORE, Scroll, and Mantle ecosystems for significant gains. Among DeFi protocols, Polymarket witnessed substantial growth, with its July volume surging over 614% higher than January volumes. Similarly, Symbiotic recorded a 283% increase in TVL amid soaring interest in restaking.

該報告強調了 CORE、Scroll 和 Mantle 生態系統的顯著效益。在 DeFi 協議中，Polymarket 出現了大幅成長，7 月的交易量比 1 月增加了 614% 以上。同樣，由於重新持有的興趣飆升，Symbiotic 的 TVL 增長了 283%。

The report also highlights Solana (SOL) and Ripple (XRP) as top-performing altcoins. For the Solana ecosystem, this was steered by growth in decentralized exchange (DEX) trading volumes. With a DEX, any project can instantly list its token and provide liquidity as a market maker, and SOL-based meme coins remain a key trend.

該報告還強調 Solana (SOL) 和 Ripple (XRP) 是表現最好的山寨幣。對於 Solana 生態系統來說，這是由去中心化交易所 (DEX) 交易量的成長所推動的。透過 DEX，任何項目都可以立即列出其代幣並作為做市商提供流動性，而基於 SOL 的迷因幣仍然是一個關鍵趨勢。

For XRP, tailwinds came from the CME and CF Benchmarks announcements and the hype around the Ripple versus SEC (Securities and Exchange Commission) lawsuit. Binance Research also highlighted TRON’s (TRX) notable performance, citing Justin Sun’s plans to develop a gasless stablecoin.

對於 XRP 來說，順風車來自 CME 和 CF 基準公告以及圍繞 Ripple 與 SEC（證券交易委員會）訴訟的炒作。幣安研究院也強調了波場 TRON (TRX) 的顯著表現，並引用了孫宇晨開發無 Gas 穩定幣的計劃。

Meanwhile, several ecosystems, including Avalanche (AVAX) and Toncoin (TON), dropped in value despite bullish developments in the networks. For example, despite valuable growth in the TON ecosystem, the token’s value fell 12%.

同時，儘管網路發展樂觀，但包括 Avalanche (AVAX) 和 Toncoin (TON) 在內的幾個生態系統的價值卻下跌。例如，儘管 TON 生態系統實現了有價值的成長，但代幣的價值卻下跌了 12%。

Read more: Which Are the Best Altcoins To Invest in August 2024?

閱讀更多：2024 年 8 月哪些是最適合投資的山寨幣？

NFT Market Sales Volume Drops 7%

NFT市場銷量下降7%

Conversely, the non-fungible token (NFT) market recorded declines across July, suffering a 7.1% drop in sales volume. A key highlight in this sector is the volume increases among SOL-based collections like Solana Monkey Business and Retardio Cousins, relative to major Ethereum collections and top Ordinals collections that reported declines.

相反，不可取代代幣（NFT）市場在 7 月出現下滑，銷量下降了 7.1%。該領域的一個主要亮點是基於 SOL 的收藏品（如 Solana Monkey Business 和 Retardio Cousins）的銷量有所增加，而主要以太坊收藏品和頂級 Ordinals 收藏品的銷量卻有所下降。

“Overall, Bitcoin and Ethereum NFT sales dropped significantly, but Immutable saw a 75.68% increase due to ongoing game development, including the launch of Illuvium,” the report noted.

報告指出：“總體而言，比特幣和以太坊 NFT 銷量大幅下降，但 Immutable 由於持續的遊戲開發（包括 Illuvium 的推出）而增長了 75.68%。”

As BeInCrypto reported in April and May, NFT trading volumes have been reducing on the OpenSea marketplace, revisiting levels last seen in 2021. The downturn in NFT sales and participation across blockchain platforms could stifle innovation in the space. This is because the market shifts from speculative to pragmatic value.

正如 BeInCrypto 在 4 月和 5 月報導的那樣，OpenSea 市場上的 NFT 交易量一直在減少，回到 2021 年的水平。這是因為市場從投機價值轉向實用價值。

Indeed, while the broader market is in decline, niche collections can still capture significant interest and command high valuations. Creators and platforms may have to prioritize real-world use cases, such as certificates of ownership, digital identities, and gaming assets with meaningful in-game utility.

事實上，儘管整體市場正在下滑，利基收藏品仍能吸引大量興趣並獲得高估值。創作者和平台可能必須優先考慮現實世界的用例，例如所有權證書、數位身分和有意義的遊戲內實用性的遊戲資產。