以太坊不能“躺平”,否则币圈会暗淡无光当前整个币圈亮点寥寥,绝大部分公链,defi,meme,元宇宙,web3板块代币跌得没脾气,价格特征是“毫无波动”式的放弃抵抗。市场上也就有ETH,BTC,AVAX等几个大市值代币仍然有资金在里面活跃。
疫情后各国央行大放水,传统金融机构和上市公司 入局币圈,把比特币的价值存储属性“榨干”。从2020年Defi Summer后,以太坊一直引领着币圈的应用,几个能看得到的应用领域比如Defi,Gamefi,NFT,元宇宙,基本都源自以太坊生态。
2021年公链爆发,几十条公链万花齐放,在牛市里通过炒概念或者是生态基金孵化做大TVL,拉高后早期投资VC,团队大发横财。如今熊市格局已定,大多数高性能公链,没有利益奖励用户做鸟兽散,处于无人使用的尴尬境地。那些曾经说要挑战,甚至取代以太坊的公链的声音,开始销声匿迹。尽管有以太坊有着各样的缺点,1.0技术也已经落后,但市场对它的共识相当明确:ETH是项目方,开发组,矿工和用户之间利益格局最平衡的公链。
近期的NFT小热潮,再次证明以太坊是绝大多数项目方及有钱人的玩NFT首选。
有群友在我twitter上留言说以太坊泡沫严重。我其实同意这个判断,以太坊在3000美元应该是不值得大举投资。不考虑BNB(平台币+BSC链)外,排名第三、第四的公链ADA,SOL市值分别只有330亿美元,300亿美元,而且这两者的图表走势极为恶劣,估计还有巨大的下跌幅度。因此我认为以太坊虽然是目前币圈共识力量最强的公链,当下3500亿美元市值依然是有些高估。
实质上,这几年过来,大家发现所谓的新公链,其实也没有真的巨大进步,无非是VC和名人们站台炒作上来的,玩来玩去最后能经过时间考验的可能只有ETH。
在观点中搜索"Ethereum"
不破不立!比特币到了这里才有机会!焦虑就对了
毕竟沙雕韭菜只会追涨杀跌
最近指数级的操作难度
着实让菜b认清了自己的交易水平
个人认为此处至少还有一跌
理由如下:
<1>:
根据我理解的彪哥缠论动力学
此处4D—2D级别已处于背驰段
但1D级别过于难看
属于当婊子又立牌坊的处境
破了这个1D假背驰才能继续寻找真正的区间套
<2>:
从量价分析的角度
反弹量能不够
且还没等你高潮他就痿了
你看哪一次货真价实的za是这样的
<3>:
法师看跌@X法师Tony
但不认同他71前的看法,希望干掉他的小JJ
下方看42附近
能不能到4以下要观察42的情况
4和42附近都可以
先看42是最近多头并非一蹶不振
向下寻找抄底资金后,至少看20%+
其实左侧就是赌支撑位而已
三千八也有支撑位,到不到看运气
vegass 3日线,上下线皆合理
还有一点
我不认为一季度会很辣鸡
除了彪哥的技术分析外
个人被@CryptoChan 的链上分析洗脑严重
如果没有最后一跌直接起飞
个人不会追涨
会做接下来的汇率行情
这个以后有机会再bb吧。
比特币可能会陷入熊市,黑暗时代来临图表为周线。
首先说技术面,周线级别:
成交量背离,大幅萎缩
MACD背离
2B形态,11月份的上涨为对9月份高点失败的突破
非常不乐观。我认为比特币极有可能在在未来3-6个月挑战9月下跌的低点,也就是28000-33000的支持位置。
资金面上看,9月份之后美国政府停止给老百姓发钱,也就是停止大水漫灌。
以Microstratgey为代表的上市公司炒币群体,该买的都买了,子弹基本上打光。大饼作为对流动性极为敏感的一个投资品,从9月份后成交量就大幅萎缩。而且美国因为供应链问题,通胀高企。高CPI不断消耗民众的现金账户,也迫使美联储不得不加速削减购债,以及加息。比特币作为不生息资产,当流动性不好的时候,会面临比较大的下行压力。
【提示】
1)本帖仅代表我个人的分析观点,不构成投资建议。
2)行情预测除了基于逻辑和信号外,还是需要放在一定的时间框架之内。以上内容仅是我个人的逻辑和认知推断,预测不一定符合市场走势,很有可能出错。
3)任何人在投资前应做好自己的研究,你的盈亏与我无关。
[2021/11/22] ETH分析更新 --- 新高近在眼前
ETH目前依然尊重早先在分析中提及的支撑线。上图是两小时图形。根据两小时图形,目前我认为这是一个(a)-(c)小3浪下。我在图右侧画了我认为合理的价格分段。
值得注意的是,在4、8小时图形上,只能看到红色的1-5,而这是下行展开。目前4-8小时图形的动能还没有掉头迹象。
重新参考日线图,来判断接下来的价格走势。如同我早前的分析,我认为ETH目前还没有彻底完成上行动作。日线上,目前黄色支撑线依然有效,而且短期价格低位依然越来越高。日线的下行动能也开始减缓下落。这些都表明下落回调动作可能已经快要结束。
按照之前的分析,我认为目前ETH在走C浪的(v)。而(v)又分割成5浪。目前(v)的1、2浪应该已完成,接下来看的应该是3。在这个过程中,买家要挑战4440和4870两个价位。但是由于长线动能目前依然还是下行主导,可能需要花一点时间横盘。
在这段时间,价格小幅下跌应该会被吸引抄底买家入场。
Crypto*BNB币安币的猛爆性成长回顾今年初的 BNB 价格开在 41.3
在五月份飞涨到 691.8
随后回落一点 到今天价格仍然有 650.7
从一月到五月成长了 1560%
从一月到今天也有 1458%
2017 年币安币透过首次代币发行 (ICO) 上市
11 天后币安 (Binance) 加密货币交易所随之上线。
币安币原先是在以太坊 (Ethereum) 网络上发行的 ERC-20 代币。
在 2019 年 4 月,随着币安链主网上线,
ERC-20 币安币与 BEP2 币安币以 1:1 的比例交换。
币安币可作为一种付款方式,
用户能使用这种功能型代币,
在币安币交易所中抵扣手续费,
并参与币安资产发行平台 (LaunchPad) 上的代币销售。
币安币也为币安去中心化交易所 (DEX) 的主要货币。
链上交易数据&外网项目利好(2021.11.2晚报)(一)、链上聚合资金流入榜(24h)
aUNI_v2 $5,669,961
aWETH_v2 $4,910,706
*ALCX $669,228
*MIR $495,887(我买了)
*ERN $256,178(我买了)
CVX $250,788
DERC $218,000
1INCH $210,755
*RARE $208,858(我买了)
aUSDC_v2 $198,646
(二)、链上聚合资金流出榜(24h)
POND -$1,112,335(完犊子)
DFYN -$805,227
aWBTC_v2 -$664,402
DOG -$278,368
GRT -$214,860
UST -$193,315
BOSON -$162,000
FRAX -$159,676
KYL -$129,718
SPELL -$115,549(终于开始出货了)
(三)、ETH-TOP1K大户热买榜(24h)
币种 人均买入数量 人均卖出数量 人均净买入数量
ETH 7 2 +5
*FTM 5000 300 +4700
SHIB 1,5614,8756 1,2419,3045 +3195,5711
MANA 1481 / +1481
USDC 4416 688 +3728
*COTI 5000 / +5000
CHZ 2690 1,0000 -7310
USDT 1073 / +1073
*MATIC 553 / +553
ENJ 348 / +348
(四)、ETH-TOP1K大户持仓榜(24h)
币种 人均持有量(上次扫描) 人均持有量(本次扫描) 人均持仓变化
ETH 3,7024 3,7024 +0.0
SHIB 74,4244,2191 74,3824,9132 -419,3059.0
OKB 1,9496 1,9496 +0.0
CRO 124,5170 124,5170 +0.0
WBTC 4 4 +0.0
HOT 1785,0119 1735,0119 -50,0000.0
LINK 6420 6420 +0.0
BEST 21,1735 21,1735 +0.0
BTR 66,9886 66,9886 +0.0
USDC 16,7064 16,7136 +72.0
(五)外网项目利好
一、快照空投类
(1) @Coin98 Insights 与2021-11-02 19:23:23发布了:
Ethereum Name Service is a decentralised naming application for Web3 username & profile. They just announced their airdrop for early users and contributors, which can be claimed after a week from now. Let's have a look at the one-page summary of ENS! #OnePage $ENS
(2) @Coin98 Wallet 与2021-11-02 18:22:45发布了:
Kickstart November with Social Airdrop - #Coin98Wallet x @GuildFiGlobal ⏱ 5:00 PM (UTC+7) 02/11/2021 - 11:59 PM (UTC + 7) 06/11/2021 Total prize up to SAMO Complete our super simple tasks, get attractive airdrop! Join us now
(3) @Pylon Protocol 与2021-11-02 18:00:53发布了:
Decentralized governance, cumulative airdrops for long-time stakers, project launches gated for MINE stakers, and more!
(4) @Crypto.com 与2021-11-02 17:30:08发布了:
Exchange is now integrated with Songbird, the Canary Network of Flare. Deposits are enabled for Songbird $SGB. Trading, withdrawals, and airdrops coming soon. *Available on Exchange Web and App. Deposit now r @FlareNetworks
(5) @Nexus Mutual 与2021-11-02 21:56:48发布了:
Join our Mutant Meetup call today at 10am EST. Nexus Discord: Community Calls Voice Channel We'll review & discuss: Week in Cover Buys Nexus Updates Investment Hub Snapshot Votes CREAM V1 Claims Demo of how Claims Assessment Works
二、流动性挖矿类
(1) @Mango 与2021-11-02 22:21:40发布了:
Liquidity Mining docs are updated reflecting the change to size based with parameters by asset included
(2) @Daffy Durairaj 与2021-11-02 13:04:32发布了:
The new liquidity mining program rewards the top N size quoted on the book, heavily favoring those closer to the top of the book. The docs give you a more details explanation along with the MNGO emission rate
三、主网测试网类
(1) @Perpetual Protocol | We're hiring! 与2021-11-02 22:12:43发布了:
P.S. If the airdropped ETH isn't enough, you can get some from the Rinkeby faucet and then bridge them to Arbitrum testnet.
(2) @Perpetual Protocol | We're hiring! 与2021-11-02 22:11:59发布了:
Meanwhile, if you didn't have a chance to try out Perp v2 testnet, ' ! To try v2: 1⃣ Go toto get your testnet tokens, then 2⃣ Start trading at
(3) @COTI 与2021-11-02 22:03:35发布了:
We are very excited to announce that after over a year of development, COTI's Mainnet 2.0 is now successfully launched! Mainnet 2.0 is the basis on which we can experience significant growth in our user base and services. Read more:
(4) @NEAR Protocol 与2021-11-02 19:48:57发布了:
Check out @NiftyComedians, which goes live on #NEAR mainnet today!
(5) @COTI 与2021-11-02 19:44:36发布了:
As we are getting closer to the Mainnet 2.0 launch, Shahaf Bar-Geffen is sharing his thoughts about this significant milestone. Watch here
(6) @ICON Foundation 与2021-11-02 18:32:47发布了:
We will be celebrating the launch of the ICON 2.0 mainnet via livestream hosted by @fezbox, @bwhli, and @iconographerICX. It will take place on Nov 3rd 11:30 pm KST (note the change in time). Prizes will be given out throughout the event, so don't miss it! #ICONProject $ICX
四、发布类
(1) @KUCOIN 与2021-11-02 22:19:45发布了:
We are delighted to announce our new #Virtual home in Bloktopia! We have set up a #KuCoin Meta Office within @bloktopia Look forward to seeing you in the #Metaverse Learn more
(2) @Perpetual Protocol | We're hiring! 与2021-11-02 22:11:33发布了:
Season 1 of #ThePerpfectGame has now concluded! Over 2,000 people participated. Big thanks to our incredible community for your participation and feedback. We'll add up the number of tickets each player gets and announce the totals in 2 days.
(3) @Zcash Foundation 与2021-11-02 22:07:50发布了:
The @ZcashFoundation is pleased to announce the beta release of its Zebra node implementation of #Zcash. Developed from scratch using a memory-safe language (#Rust), Zebra offers several advantages and contributes to the resilience of the Zcash network.
(4) @Balancer Labs 与2021-11-02 21:47:56发布了:
We’re excited to announce that the Balancer Grants DAO has their new Grants Round live and is accepting grant applications
五、质押类
(1) @Nexus Mutual 与2021-11-02 21:53:35发布了:
New Shield Mining Campaign is Live Members who stake against Abracadabra can get $SPELL rewards! 6.8 $SPELL per $NXM staked 1,466,275 SPELL to be awarded Stake Now
(2) @Treasure 与2021-11-02 19:50:43发布了:
#5 The Treasure marketplace launches with @SmolBrainsNFT The much anticipated SmolBrains NFT will be available from Day 1 in the Treasure marketplace. Stake your monkey and some $MAGIC to boost their IQ and unleash your smol brain on the Metaverse.
(3) @Raydium 与2021-11-02 18:07:07发布了:
2 hours left to stake at least 10 $RAY for a chance at @Blockassetco's Legends launch on DropZone, featuring: @WayneRooney @MuhammadAli @ovi8 @bisping @JONAHTALILOMU Original art by @dosbrak Staking deadline: Nov 2, 12:00 UTC Full details below:
(4) @Wayne Rooney 与2021-10-28 22:24:29发布了:
Very excited to announce that I am now a partner in Blockasset. Follow @Blockassetco for full updates on my upcoming NFTs, as part of the Legends generative NFT collection, featuring artwork by the incredible @dosbrak. #Solana #SolanaNFTs
链上交易数据&外网项目利好(2021.11.2傍晚报)(一)、链上聚合资金流入榜(24h)
aUNI_v2 $5,669,961
aWETH_v2 $5,190,824
ALCX $646,304
*ERN $385,747
*OVR $339,575
*LON $292,767
*CVX $246,630
DERC $218,000
RARE $208,858
1INCH $202,180
(二)、链上聚合资金流出榜(24h)
DFYN -$805,227
MASK -$785,880
aWBTC_v2 -$664,402
EDEN -$585,874
GRT -$214,860
DOG -$185,579
BOSON -$163,199
FRAX -$159,676
UST -$96,347
CTX -$75,798
(三)、ETH-TOP1K大户热买榜(24h)
币种 人均买入数量 人均卖出数量 人均净买入数量
ETH 7 8 -1
SHIB 1,5720,9086 1,2000,0004 +3720,9082
MANA 1602 / +1602
USDC 4416 1272 +3144
CHZ 2964 1,0000 -7036
ENJ 348 / +348
BAT 287 / +287
STORJ 120 / +120
STARL 413,5850 / +413,5850
KNC 77 / +77
(四)、ETH-TOP1K大户持仓榜(24h)
币种 人均持有量(上次扫描) 人均持有量(本次扫描) 人均持仓变化
ETH 3,7024 3,7024 +0.0
SHIB 74,4244,2191 74,4244,2191 +0.0
OKB 1,9496 1,9496 +0.0
CRO 127,6170 124,5170 -3,1000.0
WBTC 4 4 +0.0
HOT 1787,3119 1785,0119 -2,3000.0
USDC 16,6645 16,7064 +419.0
LINK 6530 6420 -110.0
BEST 21,1735 21,1735 +0.0
BTR 66,9886 66,9886 +0.0
(五)外网项目利好
一、快照空投类
(1) @Coin98 Insights 与2021-11-02 16:17:46发布了:
Ethereum Network Service is a decentralised naming application for Web3 username & profile. They just announced their airdrop for early users and contributors, which can be claimed after a week from now. Let's have a look at the one-page summary of ENS! #OnePage $ENS
(2) @Binance 与2021-11-02 10:50:27发布了:
#Binance Completes the Fifth Round of APENFT $NFT Airdrop Distribution to TRON $TRX, BitTorrent $BTT, and JUST $JST Holders
二、流动性挖矿类
(1) @Pundi X Labs 与2021-11-02 14:02:00发布了:
We will kick off Liquidity Mining Farm for @Uniswap V3 #PUNDIX-#ETH pair liquidity providers! 77,777 $PUNDIX will be available for eligible participants to grab from 9:00 am GMT+8 on 12 Nov to 9:00 am GMT+8 on 11 Dec 2021.
三、主网测试网类
(1) @Perpetual Protocol | We're hiring! 与2021-11-02 13:02:18发布了:
@ydrazine @zmann8531 @SushiSwap It's on testnet, 1 gwei for the gas price is enough.
四、发布类
(1) @Solanium 与2021-11-02 14:22:46发布了:
We are excited to announce our next IDO @ProjectSeedGame ! Announcing ProjectSEED IDO Guidelines Project Page: Guidelines: #SolanaSummer #Metaverse
(2) @The Sandbox 与2021-11-02 13:25:38发布了:
We're thrilled to announce @TheSandboxGame Series B of $93M led by Softbank Vision Fund 2, the very first they do in crypto assets … Join our community to be part of this fantastic journey. A thread below
(3) @Ribbon Finance 与2021-11-02 13:16:24发布了:
Today, we are super excited to announce Ribbon Treasury — a new product line that helps DAO treasuries generate yield on their native assets
(4) @Treasure 与2021-11-02 13:09:25发布了:
We are excited to announce full decentralization of the Treasure project! Beginning this week, the project will be fully controlled by the DAO of staked $MAGIC holders. All revenue from the Treasure market will also go directly to the DAO
(5) @Coinbase 与2021-11-02 12:21:13发布了:
We’re excited to announce the acquisition of @AgaraLabs, an AI-powered support platform with operations in India and the US, to enhance our customer support with powerful machine learning technology.
五、质押类
(1) @Rocket Vault ($RVF) 与2021-11-02 15:32:17发布了:
8 major revenue streams & counting .. 50% of the platform revenue to be used to burn $RVF STAKE $RVF to get allocation to projects incubated under #RocketXLabs As the platform adoption increases, $RVF is going to be very precious #CeDeFi #Skyscanner #Crypto
(2) @CRYPTO₿IRB 与2021-11-02 13:00:00发布了:
Imo there are a few factors making $RVF solid e.g. RocketX to support cross chain swaps or token transfers (release in Nov) or their incubator RocketX Labs adding utility to the token with half of revenue going for burn. Not bad @RocketVault_, not bad at all.