原文作者： Mike
Original author: Mike
原文来源：Foresight Research
Source: Foresight Research
A. 市场观点一、宏观流动性
A. Market perspective i, macro liquidity
货币流动性改善。美联储预计通胀将进一步温和改善。美元逼近2024年新高，美元走强受利率和政治动荡提振。美股总体处于上涨趋势，全球资金抱团美股，过去一个月内全球约有300亿美元新资金流入美股。加密市场明显跑输美股。
The Fed expects that inflation will cool and improve further. The dollar has reached a new high in 2024, and the dollar’s strength has been boosted by interest rates and political instability.
二、全市场行情
市值排名前100涨幅榜：
The top 100 rises in market value:
本周BTC震荡下跌，ETH/BTC汇率走强。山寨行情惨淡，欧洲杯赛事吸引走市场注意。ETH ETF大概率在7月初通过，市场反弹主线围绕ETH系
The BTC shock fell this week, and the ETH/BTC exchange rate was strong. The situation in the bunkers was bleak, and the European Cups attracted market attention. The ETH ETF probably passed at the beginning of July, and the main line of the market rebounded around the ETH system.
1. LDO：是ETH的质押龙头，未来继续发展再质押业务。ETH被美国SEC认定不是证券，利好后期ETH ETF的质押业务开展。2. ZK：是ETH的ZK L2，由Wintermute做市，上市表现差强人意。ETH链Gas费创8年来新低。3. ZRO：是明星跨链桥项目，空投比较抠门，市值接近同赛道的W。
ZK: ZK: ZK L2 from ETH, which is marketed by Wintermute, which has performed poorly on the market. The ETH chain Gas fees have been low for eight years.
三、BTC行情1）链上数据
III, BTC > 1 > data on the chain
市场缩量整理。尽管市场宽幅震荡，但BTC投资者仍然保持盈利。不过投资者兴趣有所下降，现货衍生品市场以及链上交易量都在持续萎缩。通常BTC在创下新高后，市场需要充足时间来整合消化带来的抛压。
Market contractions. BTC investors remain profitable despite the wide-banding of the market. But investor interest has declined, and the market for spot derivatives and the volume of transactions on the chain has continued to shrink.
稳定币市值持平，近期资金流入趋势放缓。
The market value of the stable currency has been flat, and the trend in capital inflows has slowed in the recent past.
机构资金连续开始净流出。但ETH因为现货ETF将开通，逆势出现大幅净流入。
There is a continuous net outflow of agency funds. However, there is a significant net inflow of ETH due to the opening of the spot ETF.
长期趋势指标MVRV-ZScore以市场总成本作为依据，反映市场总体盈利状态。当指标大于6时，是顶部区间；当指标小于2时，是底部区间。MVRV跌破关键水平1，持有者总体上处于亏损状态。当前指标为2.1，进入中间阶段。
The long-term trend indicator, MVRV-ZScore, is based on total market costs and reflects the overall profitability of the market. When the target is greater than 6, it is the top zone; when the indicator is less than two, it is the bottom zone. MVRV falls into key level 1, and the holder is generally in a state of loss.
2）期货行情
2) Futures
期货资金费率：本周费率小幅下降。费率0.05-0.1%，多头杠杆较多，是市场短期顶部；费率-0.1-0%，空头杠杆较多，是市场短期底部。
Futures fund rate: The rate has decreased slightly this week. The rate is 0.05-0.1 per cent, with more leverage at the top of the market in the short term, and the rate - 0.1-0 per cent, with more leverage at the bottom of the market in the short term.
期货持仓量：本周BTC持仓量继续回落。
Future holdings: BTC holdings continued to fall this week.
期货多空比：1.3，市场情绪偏中性。散户情绪多为反向指标，0.7以下比较恐慌，2.0以上比较贪婪。多空比数据波动大，参考意义削弱。
The futures ratio: 1.3, the market mood is neutral. There are more reverse indicators, less than 0.7, more panic, and more than 2.0. Multispace is more volatile than data, with less reference.
期货多空比：2.3，散户抄底情绪高，市场大概率仍未跌透。散户情绪多为反向指标，0.7以下比较恐慌，2.0以上比较贪婪。多空比数据波动大，参考意义削弱。
The futures ratio is 2.3, the market rate is still high, and the market rate is still high. There are more backlash indicators, less than 0.7, more panic, and more than 2.0. Multispace is more volatile than data, and the reference is less relevant.
3）现货行情
3 )
BTC、SOL均周线调整，大概率到8月初。ETH、TON、BASE生态表现强势。ETH ETF将在7月初通过，TON近期要上币安交易所，BASE引入Coinbase新钱包流量。ETH系大概率是未来一个月市场主线。
The BTC, SOL, has been readjusted, probably by the beginning of August. The ETH, Ton, and BASE have performed very well. The ETH ETF will pass in early July, and ETH will be on the currency exchange in the near future, with BASE introducing Coinbase’s new wallet flow. The ETH is probably the main market line for the coming month.
B. 市场数据一、公链总锁仓量情况
Market data
二、各公链TVL占比情况
本周TVL为1009亿美元，下跌107亿美元，下跌幅度为9.6%。本周主流公链TVL几乎全部下跌，除了MERLIN链上涨3%以外，TRON链下跌3%，BSC链下跌5%，SOLANA链下跌4%，BASE链下跌2%，BTC链POLYGON链均下跌4%，OP链下跌5%。AVALANCHE链下跌12%。本月主流公链TVL集体大幅下跌，只有TON链本周上涨15%，本月上涨108%。目前市场进入调整阶段，TON和SOLANA生态未来短期的表现可以重点关注一下。
The TVL fell by $10.9 billion this week, a decline of $10.7 billion, or 9.6 per cent. The mainstream public chain TVL fell almost entirely this week, falling by 3 per cent, the BSC by 5 per cent, the SOLANA by 4 per cent, the BASE by 2 per cent, the BTC by 4 per cent and the POLYGON by 5 per cent. The AVALANCHE chain fell by 12 per cent. The mainstream public chain TVL collectively fell by 15 per cent this week and 108 per cent this month.
三、各链协议锁仓量情况1) ETH锁仓量情况
2) BSC锁仓量情况
BSC lockdown 2
3) Polygon锁仓量情况
Polygon locks
4)Arbitrum锁仓量情况
4) Arbitrum lockdown
5) Optimism锁仓量情况
Optimism lockup 5
6) Base锁仓量情况
6) Base lockup
7) Solana锁仓量情况
7) Solana lockup
四、NFT市场数据变化1）NFT-500指数
IV. Changes in NFT market data1) NFT-500 Index
2）NFT市场情况
2) NFT Market Situation
3）NFT交易市场占比
3) NFT market share
4）NFT买家分析
4) NFT buyers' analysis
本周NFT市场蓝筹项目地板价大幅度下跌，大盘仍在持续下跌当中。本周CryptoPunks下跌13%，BAYC下跌17%，Pudgy Penguins下跌28%，Space Doodles下跌35%，Azuki下跌23%，The Captainz下跌16%，MAYC下跌22%，LilPudgys下跌29%。除此之外，唯有Milady上涨4%。本周NFT市场整体交易量方面小幅下滑，蓝筹项交易量过去一周也都下滑20%左右，首次购买和复购买家数量也在逐步下滑当中。总体来说，NFT市场依然极为惨淡，市场环境极其恶劣。
NFT market floor prices fell sharply this week, and the big discs continued to fall. CryptoPunks fell by 13% this week, BayC by 17%, Pudgy Penguins by 28%, Space Doodles by 35%, Azuki by 23%, The Captainz by 16%, MAYC by 22%, and Lily by 29%.
五、项目最新融资情况
V. Update on the financing of the project
六、投后动态1）Rango — 跨链DEX和跨链桥聚合器
Rango 宣布完成新一轮融资，Binance Labs 领投，Nomad Capital 和 Foresight Ventures 参投，具体融资金额未披露。Rango 旨在通过聚合多个 DEX 和跨链桥的流动性，为用户提供最佳交易费率。Rango 目前已支持包括比特币、EVM 链、Solana、Tron、Cosmos 生态系统、Starknet 和其他 UTXO 等网络，未来计划支持比特币 Layer2、Ton、Move 等区块链。
Rango announces the completion of a new round of financing, Binance Labs pilot, Nomad Capital and Foresight Ventures, with no specific amount of financing disclosed. Rango aims to provide best transaction rates for users by combining the mobility of multiple DEX and cross-linkage bridges. Rango currently supports networks such as Bitco, EVM, Solana, Tron, Cosmos Ecosystems, Starknet and other UTXOs, and plans to support Bitco Layer2, Ton, Move, etc.
2）Space and Time — Data
Space and Time团队公布了在过去 3 年中努力为区块链数据提供首个亚秒级 ZK 校验器。SQL 证明是一项基础 ZK 技术，它将开启数据驱动型智能合约和复杂的链上人工智能代理的新时代。让智能合约和在链上交易的人工智能代理都有能力使用 ZK 证明对其链、其他链甚至链外数据的整个历史数据进行监控，以确保没有任何内容被篡改。例如，当任何DeFi 协议、链上游戏或借贷市场需要 ZK 证明的链上情况查询结果时，其合约可以向 SxT 发送查询请求，并支付执行查询和证明所需的计算费用。SxT 端点合约会在链上发出一个事件，而此SxT 验证器节点会监听该事件。
The Space and Time team has published an effort over the past three years to provide the first subscene ZK checker for block chain data. The SQL certification is a basic ZK technology that will open a new era for data-driven smart contracts and artificial intelligence agents on complex chains. The smart contracts and artificial intelligence agents trading on the chain have the ability to use ZK to demonstrate that the entire historical data on their chains, other chains and even off-link data is monitored to ensure that nothing is tampered with. For example, when any DeFi protocol, chain games or lending market requires a chain search result that ZK proves, its contract can send a query request to SxT and pay the calculation cost of executing the query and proof. The SxT endpoint contract will send an event on the chain, and the SxT validation section will monitor the event.
3）Pixelverse — Web3 娱乐工作室和游戏生态系统
3)Pixelverse - Web3 Entertainment Studio and Game Ecosystem
SPixelverse 宣布完成 550 万美元融资，Delphi Ventures、Merit Circle、Mechanism Capital 领投，Bitscale Capital、Foresight Ventures、Ghaf Capital、Big Brain Holdings 和 LiquidX 等参投，天使投资人包括 The Sandbox 创始人 Sébastien Borget、Pudgy Penguins 首席执行官 Luca Netz、Dingaling、DCF GOD、Grail 和 James Kwon 等。
SPixelverse announced the completion of US$ 5.5 million in financing, led by Delphi Ventures, Merit Circle, Mechanism Capital, Bitscale Capital, Foresight Ventures, Ghaf Capital, Big Brain Holdings and LiquidX. Angel investors included Sébastien Borget, Pudgy Penguins Chief Executive Officer Luca Netz, Dingaling, DCF GoD, Grail and James Kwon, among others.
Pixelverse 是一个赛博朋克主题娱乐工作室和游戏生态系统，旨在通过创建低门槛沉浸式游戏体验游戏，来推动 Web3 大规模采用。
Pixelverse is a Cyberbunk thematic entertainment studio and game ecosystem that aims to promote the adoption of Web3 on a large scale by creating low-threshold immersion experience games.
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