10 parimat nädala põhitõed (9)

1. Bitcoini igapäevased aktiivsed aadressid

Meie lõputöö: Krüptovaluutad on nagu ettevõtted ja aktiivsed aadressid nagu kliendid, sarnased Facebooki aktiivsete kasutajate või Netflixi aktiivsete tellijatega.

Saame mõõta hinda (must joon) aktiivsete aadresside suhtes (roheline joon), et näha, kas bitcoin on praegu ala- või ülehinnatud.

Investori kaasavõtt: Active addresses (green line) have risen over the past week despite a slip in the bitcoin price (black line). BTC is again at $20K, possibly due to oodatust kõrgem inflatsioon after trading nearly $3K higher over the weekend.

With activity increasing as the price falls, long-term investors are likely agreeing with us that crypto crashes present good buying opportunities. Buying low can often mean selling high once the market returns to form.

2. Ethereumi igapäevased aktiivsed aadressid

Investori kaasavõtt: This week began with the price (black line) moving past $1700, though by Tuesday, the bears brought the asset back into the $1500 range. The number of active addresses (green line) has also slightly thinned over the past seven days.

Koos kauaoodatud Merge now in place, the results are surprising, especially as many have predicted ETH would jump as the event moved closer, though it may be too early to tell. We recommend allowing a “wait and see” approach before reaching any conclusions about ETH’s present valuation.

3. Populaarseimad krüptoettevõtted kogutulu järgi

Meie lõputöö: Krüptotulu, nagu tehingutasud, on see, kuidas krüptoettevõte raha teenib. Nutikad investorid otsivad projekte, mis toodavad kõige rohkem raha.

Investori kaasavõtt: We’re about buying and holding shares (or tokens) of crypto’s main players. The chart above continues to show the top four revenue-producing projects as:

• Ethereum (üldine plokiahela võrk)
• OpenSea (populaarne NFT turg)
• Uniswap (parim detsentraliseeritud börs)
• Binance Smart Chain (parim tsentraliseeritud börs)

The most noticeable difference this week comes with OpenSea, which has dropped by more than $200 million in total revenue over the past seven days. As the world’s largest NFT marketplace, perhaps the trend of buying digitized art laden with copyright issues is beginning to dissipate.

4. Protokollitulude järgi parimad krüptoettevõtted

Protokollitulu on raha, mis makstakse tagasi žetoonide omanikele või ettevõtte riigikassasse (võrreldes sellega, mis makstakse välja likviidsuse pakkujatele nagu Uniswapi või NFT omanikele nagu OpenSea puhul). Seda võib laias laastus pidada aktsiadividendidena.

Investori kaasavõtt: dYdX has been hit hard this week, falling from 3rd place to 6th after losing more than $120 million. This has given LooksRare (last week’s #4) the chance to move to #3, while newcomer vihma rounded things out.

Despite these changes, Ethereum and OpenSea remain our choices for long-term investments as the others are exhibiting harsher volatility by comparison.

5. Koguväärtus lukustatud

TVL näitab, kui palju ettevõtte nutilepingutes hoitakse või “lukus” on. See on ligikaudu samaväärne panga hoiustega ja võib anda märku krüptoettevõtte tugevusest.

Investori kaasavõtt: The top three entities remain Curve, MakerDAO, and Lido, though the #1 position is virtually anyone’s game. Only a few million dollars separate the three as TVL continues to sink, and with The Merge now in full swing, Lido could soon become the dominant force on this list thanks to its status as a top ETH staking service.

6. Populaarseimad krüptovahetused

Meie lõputöö: Krüptovahetused, nii tsentraliseeritud kui ka detsentraliseeritud, on vaieldamatult kõige olulisemad rakendused plokiahelas. Nutikad investorid otsivad, milline on pikas perspektiivis 1. ja 2. börs.

Investori kaasavõtt: Again, we have Uniswap leading the exchanges, while Curve and PancakeSwap complete the top three. dYdX, despite its revenue problems discussed earlier, remains in 4th place, though Osmosis is lessening the gap with only $2 million separating its market cap from dYdX.

This is a huge shrink from the $400 million difference exhibited last week, suggesting dYdX is still suffering from its unpopular user promotion.

7. Peamised laenuprotokollid

Meie lõputöö: Laenamine ja laenamine on veel üks tõestatud plokiahela kasutusjuht. Nutikad investorid otsivad ettevõtteid, mis domineerivad laenuturul pikaajaliselt.

Investori kaasavõtt: This week’s chart remains unchanged with Aave, MakerDAO, Compound, and Abracadabra.money making up the top four. Abracadabra has held this position for the last seven days after overtaking Maple Finance, suggesting it’s not just another lending platform, but rather a growing enterprise that’s worth taking seriously. We’ll keep a close eye on the project to see if its magical powers remain intact.

8. Ülemine kiht 1

Meie lõputöö: Põhiplokiahelad, tuntud ka kui L1, on nagu Web3 operatsioonisüsteemid. Me ennustame, et on kaks või kolm suurt võitjat, kes hakkavad homse Interneti üle domineerima.

Investori kaasavõtt: Bitcoin, Ethereum, and Binance Smart Chain are still the #1, #2, and #3 blockchain networks out there. No doubt they’re strong, but the world of blockchain is midagi but predictable.

For instance, the #4 blockchain is the Cardano võrk. Not long ago, we discussed its growing popularity and stability, so perhaps an L1 like Binance Smart Chain (which has less than $30 billion separating it from Cardano) should start feeling a little nervous.

9. Populaarseimad DeFi-protokollid

Meie lõputöö: DeFi ettevõtted on tulevased fintechi hiiglased, kes häirivad või asendavad kõik tänapäevased makse- ja pangandussüsteemid.

Investori kaasavõtt: Uniswap remains the #1 player in DeFi. Axie Infinity and Curve are still neck and neck, with Axie leading the market cap race by only $1 million. PancakeSwap has proven to be a subtle player and has made its way into the top four by crossing the $3 billion line. Only $500 and $600 million separate it from Axie and Curve, respectively.

10. Populaarseimad NFT kollektsioonid

Meie lõputöö: NFTs make up a specialty area of crypto. They’re only appropriate if you really love collecting. Even then, they should not compose more than 1% of your portfolio.

Investori kaasavõtt: Doodles, which now has a valuation exceeding $700 million, is this week’s #1 while last week’s top ranker is missing from this edition’s top ten, proving the NFT space remains as speculative as ever. CryptoPunks is at #2, while Bored Ape Yacht Club has experienced a fall from grace to round out this week’s top ten. The token is being outdone by its sibling, as Mutant Ape Yacht Club stands tall as this week’s #3 (four positions higher than where it sat seven days ago).