币安研究院揭示的主要加密货币趋势

受行业积极发展的推动，7 月份全球加密货币市值飙升 6.1%。其中有来自以下方面的增值新闻：

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.

受行业积极发展影响，7 月份全球加密货币市值飙升 6.1%。其中包括来自监管方面的增值新闻以及关键 Web 3 项目的显着增长。

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

尽管如此，仍存在可能影响八月份行业趋势的担忧。其中包括Mt.Gox的还款和美国政府的BTC转账。

Key Crypto Trends Revealed by Binance Research

币安研究院揭示的主要加密货币趋势

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 只现货以太坊 ETF 的里程碑式批准是 7 月份加密货币市值飙升 6.1% 的推动因素之一。与 1 月份比特币的情况一样，这一决定将以太坊 (ETH) 推向了华尔街，激发了新一波资本流入市场。

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，有报道称德国政府已完成向中心化交易所出售 50,000 个比特币 (BTC)，市场担忧情绪也有所缓解。唐纳德·特朗普 (Donald Trump) 在 2024 年比特币会议上的看涨主张也刺激了市场情绪的转变。

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 数据显示，7 月份去中心化金融（DeFi）领域飙升 3.5%，最高达到 999.3 亿美元。 DeFi 锁定总价值 (TVL) 图表与显示加密货币市值的图表非常相似。

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，这是加密货币抵押品价格的一个因素。因此，DeFi TVL 的激增可能代表着抵押品价值的整体增加。

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

阅读更多：探索 DefiLlama：DeFi 跟踪的广泛指南

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.

该报告强调了 CORE、Scroll 和 Mantle 生态系统的显着收益。在 DeFi 协议中，Polymarket 出现了大幅增长，7 月份的交易量比 1 月份增长了 614% 以上。同样，由于重新持有的兴趣飙升，Symbiotic 的 TVL 增长了 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.

该报告还强调 Solana (SOL) 和 Ripple (XRP) 是表现最好的山寨币。对于 Solana 生态系统来说，这是由去中心化交易所 (DEX) 交易量的增长推动的。通过 DEX，任何项目都可以立即列出其代币并作为做市商提供流动性，而基于 SOL 的模因币仍然是一个关键趋势。

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.

对于 XRP 来说，顺风车来自 CME 和 CF 基准公告以及围绕 Ripple 与 SEC（证券交易委员会）诉讼的炒作。币安研究院还强调了波场 TRON (TRX) 的显着表现，并引用了孙宇晨开发无 Gas 稳定币的计划。

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%.

与此同时，尽管网络发展看涨，但包括 Avalanche (AVAX) 和 Toncoin (TON) 在内的几个生态系统的价值却出现下跌。例如，尽管 TON 生态系统实现了有价值的增长，但代币的价值却下跌了 12%。

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

阅读更多：2024 年 8 月哪些是最适合投资的山寨币？

NFT Market Sales Volume Drops 7%

NFT市场销量下降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，不可替代代币（NFT）市场在 7 月份出现下滑，销量下降了 7.1%。该领域的一个主要亮点是基于 SOL 的收藏品（如 Solana Monkey Business 和 Retardio Cousins）的销量有所增加，而主要以太坊收藏品和顶级 Ordinals 收藏品的销量却有所下降。

“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.

报告指出：“总体而言，比特币和以太坊 NFT 销量大幅下降，但 Immutable 由于持续的游戏开发（包括 Illuvium 的推出）而增长了 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 月报道的那样，OpenSea 市场上的 NFT 交易量一直在减少，回到 2021 年的水平。NFT 销售和跨区块链平台参与度的下滑可能会抑制该领域的创新。这是因为市场从投机价值转向实用价值。

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.

事实上，尽管整体市场正在下滑，但利基收藏品仍能吸引大量兴趣并获得高估值。创作者和平台可能必须优先考虑现实世界的用例，例如所有权证书、数字身份和具有有意义的游戏内实用性的游戏资产。