2024 年 9 月 30 日：我们的每周机构洞察探讨最新的市场发展

Our weekly Institutional Insights covers the latest market developments — market performance, industry news, ETF flows, trending topics, upcoming events and token unlocks — to help you supercharge your crypto trading. Enjoy our weekly take on the market!

我们每周的机构洞察涵盖最新的市场动态——市场表现、行业新闻、ETF 流量、热门话题、即将发生的事件和代币解锁——帮助您增强加密货币交易。享受我们每周对市场的看法！

U.S. Consumer Sentiment Rises

美国消费者信心上升

U.S. consumer sentiment in September reached a five-month high, buoyed by optimism following the Federal Reserve's recent interest rate cut.

受美联储近期降息后的乐观情绪提振，美国 9 月份消费者信心达到五个月高位。

The University of Michigan’s final sentiment index increased to 70.1, up from a preliminary of 69 and significantly higher than August's 67.9.

密歇根大学最终情绪指数从初值的 69 升至 70.1，也显着高于 8 月份的 67.9。

Consumers now expect inflation to rise at an annual rate of 2.7%, the lowest since late 2020, and anticipate only a 3.1% increase over the next five to ten years.

消费者目前预计通胀年率将上涨2.7%，为2020年底以来的最低水平，并预计未来五到十年仅上涨3.1%。

This uptick in sentiment follows the Fed's decision to lower interest rates by half a percentage point on September 18, a move aimed at mitigating potential job market declines. The resulting reduced borrowing costs have positively influenced consumer outlook regarding the economy and personal finances.

美联储于 9 月 18 日决定将利率降低半个百分点，此举旨在缓解潜在的就业市场下滑，随后市场情绪有所回升。由此带来的借贷成本降低对消费者对经济和个人财务的前景产生了积极影响。

Government data indicated modest household spending growth in August. Despite earlier concerns about the labor market, consumer views on unemployment have improved, reflecting the Fed's actions. Notably, 55% of respondents expect borrowing costs to decline in the coming year, enhancing favorable perceptions of buying conditions for large purchases.

政府数据显示八月份家庭支出温和增长。尽管早些时候对劳动力市场感到担忧，但消费者对失业的看法有所改善，这反映了美联储的行动。值得注意的是，55% 的受访者预计明年借贷成本将下降，从而增强了对大额采购的购买条件的有利看法。

Solana in Focus From Crypto Events

Solana 成为加密货币事件的焦点

Last week in Singapore, the crypto community was abuzz at two major conferences: Solana Breakpoint 2024 and TOKEN2049. These events featured lively discussions, thrilling announcements and extensive networking opportunities.

上周在新加坡，加密社区在两场重要会议上热闹非凡：Solana Breakpoint 2024 和 TOKEN2049。这些活动以热烈的讨论、激动人心的公告和广泛的交流机会为特色。

At Solana Breakpoint, attendees noted a shift in focus from infrastructure to product development, leaving many optimistic about Solana's trajectory. Among the notable announcements were Solana's new phone, Solana Seeker, designed to enhance the mobile crypto experience. Additionally, Huma Finance revealed its expansion to Solana, boasting over $1.9 billion in transactions.

在 Solana Breakpoint 上，与会者注意到重点从基础设施转向产品开发，这让许多人对 Solana 的发展轨迹持乐观态度。其中值得注意的公告包括 Solana 的新手机 Solana Seeker，旨在增强移动加密体验。此外，Huma Finance 还透露其向 Solana 的扩张，交易额超过 19 亿美元。

The Firedancer client received high praise for its resilience and efficiency, capable of handling over 1 million transactions per second. Furthermore, the Eclipse Layer 2 solution on Ethereum, which utilizes the Solana Virtual Machine (SVM), is set to become publicly accessible next month and is already partnering with several projects.

Firedancer 客户端因其弹性和效率而受到高度赞扬，每秒能够处理超过 100 万笔交易。此外，以太坊上的 Eclipse Layer 2 解决方案利用了 Solana 虚拟机 (SVM)，将于下个月向公众开放，并且已经与多个项目合作。

The conference also introduced exciting newcomers, such as Pump Science, a marketplace for testing longevity compounds, and Mantis®, a Layer 2 solution centered on user intent processing. Engaging debates further enlivened the atmosphere, covering topics like the future of the Solana Foundation and the viability of NFTs.

会议还介绍了令人兴奋的新成员，例如用于测试长寿化合物的市场 Pump Science 和以用户意图处理为中心的第 2 层解决方案 Mantis®。激烈的辩论进一步活跃了气氛，讨论的话题包括 Solana 基金会的未来和 NFT 的可行性等。

Overall, Solana Breakpoint highlighted both established protocols and innovative projects, making it a pivotal event in the crypto landscape.

总体而言，Solana Breakpoint 强调了既定协议和创新项目，使其成为加密领域的关键事件。

Bitcoin Spot ETF Flows

比特币现货 ETF 流量

Bitcoin Spot ETFs have experienced a notable increase in daily inflows over the past week.

过去一周，比特币现货 ETF 的每日流入量显着增加。

This uptick can be attributed in part to the August personal consumption expenditures (PCE) data, which came in below expectations, suggesting a more stable economic environment. Additionally, the University of Michigan’s consumer sentiment index showed an increase, signaling that consumers are feeling more optimistic about the economy.

这种上升的部分原因是8月份个人消费支出（PCE）数据低于预期，表明经济环境更加稳定。此外，密歇根大学的消费者信心指数有所上升，表明消费者对经济感到更加乐观。

This combination of positive economic indicators has fueled excitement in the cryptocurrency market, drawing both retail and institutional investors.

这些积极的经济指标的结合刺激了加密货币市场的兴奋，吸引了散户和机构投资者。

As Bitcoin consolidates around the $65,000 level, many analysts are setting their sights on $70,000 or even a new all-time high as the next short-term target. This consolidation indicates a strong support level. If Bitcoin can maintain momentum, it may break through this resistance and reach new price milestones.

随着比特币在 65,000 美元附近盘整，许多分析师将目标定为 70,000 美元，甚至历史新高作为下一个短期目标。这种盘整表明了强劲的支撑位。如果比特币能够保持势头，它可能会突破这一阻力并达到新的价格里程碑。

Other Top Performing Tokens

其他表现最佳的代币

Token

代币

Catalyst

催化剂

Celo (CELO)

整体（完整）

CELO surged 16.6% following Vitalik Buterin's endorsement of Celo's achievement in surpassing TRON in stablecoin addresses, and its upcoming upgrade to Ethereum L2. Read more here.

在 Vitalik Buterin 对 Celo 在稳定币地址上超越 TRON 的成就以及即将升级到以太坊 L2 表示认可后，CELO 飙升了 16.6%。在这里阅读更多内容。

Ethena (ENA)

雅典娜 (ENA)

ENA surged 14.7% following the announcement of Ethena Labs’ launching of the UStb stablecoin to enhance USDe stability and expand collateral offerings. Read more here.

在 Ethena Labs 宣布推出 UStb 稳定币以增强 USDe 稳定性并扩大抵押品供应后，ENA 飙升 14.7%。在这里阅读更多内容。

Sei (SEI)

六（六）

SEI surged 23.4% following the launch of yield-generating LSTs and new incentives in ETH pools by the Sei network. Read more here.

在 Sei 网络推出产生收益的 LST 和 ETH 池中的新激励措施后，SEI 飙升 23.4%。在这里阅读更多内容。