In the past 24 hours, the market has seen many new popular coins and topics, perhaps they are the next market focus.
Author: Bitget Research Institute
Summary
1. Popular Coins:
ligo (BRC-20 Token): LIGO is a BRC-20 token of the Bitcoin Layer2 protocol. LIGO implements EVM on BTC L2, enhancing compatibility with Ethereum and its DeFi ecosystem, providing greater scalability and liquidity. The market value calculated based on minting cost (GAS70-120) is between 7 to 10 million USD. Deployed on December 3, 2023, with over 11k holders. BRC20 tokens have generally risen slightly against the trend due to the influence of Binance Web3 wallet support for BRC inscriptions.
JUP (Token): Dex Jupiter on Solana, a project of the same name on Ethereum. Influenced by its airdrop and coin issuance frenzy, the market value once reached 20 million USD, but with profit-taking, the price fell by over 60%, and the trading volume decreased significantly in the past 10 hours.
PORK (Token): A PEPE Fork version project released by Kol PAULY. The price has been rising continuously for 3 days, with a market value exceeding 200 million USD and a 24-hour on-chain trading volume of 60 million USD. Today, it is still fermenting due to the new painting comments by PEPE's creator Matt Furie. The price has risen by 133% in the past 24 hours alone, and it is still at a high level. It should be noted that the founder bought a high proportion of tokens in the initial release and has not yet exited.
MAGIC (Token): Karel Vuong, co-founder of TreasureDAO, stated that TreasureDAO is building a gaming chain and plans to use MAGIC as the gas token, possibly based on the Arbitrum or Cosmos network. The release of the Treasure Chain Litepaper will be delayed by a week and is expected to be released on February 5. Previously, the co-founder of Optimism proposed that Treasure join the Optimism Superchain and build the Treasure Chain based on the OP Stack.
2. Popular NFT:
Skyark (NFT): The 3A game platform SkyArk Chronicles received over 50,000 ETH in the Genesis NFT sale event. However, Binance recently stated that it did not participate in the latest round of financing for the project, sparking official discussions in the community. Currently, the official NFT TENJIN has been officially launched and has fallen below the issuance price, with a current floor price of 0.5 ETH.
3. Popular DAPP:
Wormhole (Dapp): Wormhole announced its ZK roadmap, integrating zero-knowledge proofs to launch a lightweight client that supports multiple blockchains. The lightweight client allows users and applications to quickly and effectively verify the state of the blockchain network. In the coming months, ZK lightweight clients for various blockchains (including Ethereum, Sui, Aptos, Near, and Cosmos) will be deployed and integrated with Wormhole.
Arbitrum (Dapp): The Arbitrum community has initiated the implementation of the ArbOS 20 version proposal to support most of the improvements in the Dencun upgrade, including the ability to publish L2 transaction batches on L1 Ethereum in blob form at a lower cost using EIP 4844. The ArbOS upgrade can be seen as a hard fork of Arbitrum.
Layerzero (Dapp): The cross-chain interoperability protocol LayerZero has announced the launch of V2, with new features including: general message passing, modular security, permissionless execution, unified semantics, and V1 compatibility. It currently supports over 20 chains, bringing permissionless, censorship-resistant, and immutable interoperability.
Pixels (Dapp): Pixels is a blockchain-based immersive open-world massively multiplayer online (MMO) game that leverages the power of web3 to establish digital ownership for players. It introduces core mechanisms such as planting, cooking, and missions, and gradually adds social features such as trading, achievements, and leaderboards to facilitate player interaction.
Eigenlayer (Dapp): Binance Labs has invested in the Ethereum liquidity staking protocol Puffer Finance, which is open to users for staking stETH and wstETH to earn Puffer and EigenLayer points. The first phase has ended, with a total of 7,301 stETH and wstETH deposited, valued at 16.53 million USD.
Jupiter (Dapp): The core DEX aggregator on Solana, accounting for over 75% of the trading volume. Yesterday, Jupiter initiated a project airdrop and launch event, distributing a total of 1 billion tokens to the community. Based on a price of 0.6 USD, the airdrop has a market value of 600 million USD. It has been listed on almost all major exchanges, and over 50% of the airdropped tokens have been claimed.
Bloxroute (Dapp): One of the largest anti-censorship block producers on Ethereum, bloXroute Labs, has announced a complete transformation and will begin reviewing all OFAC-sanctioned blocks on its MEV relays based on local laws. It is reported that bloXroute Labs has produced at least 400,000 Ethereum blocks on its two leading MEV relays.
4. Twitter Hot Topics:
No data available for this section today due to abnormal data sources.
5. Regional Hot Searches:
JUP (Token): Yesterday, Jupiter initiated a project airdrop and launch event, distributing a total of 1 billion tokens to the community. Based on the current price of 0.6 USD, the airdrop has a market value of 600 million USD. There are still many unreleased projects in the Solana ecosystem, providing opportunities to interact in advance to receive airdrops.
BTC (Token): Following the announcement of the Federal Reserve's interest rate meeting yesterday maintaining the current rate range, Fed Chairman's remarks that there is no rush to raise interest rates led the market to believe that the start of the rate hike cycle will be delayed. The yield on the 10-year US Treasury bond fell, and the US dollar index rose slightly.
Main Text
Author: Bitget Research Institute
Statistical time: February 1, 10:30
Data sources: Dune, Dapps, Twitter, Google
Notes:
1) New active users: refers to wallet addresses that have newly emerged in the past 24 hours on the public chain and have had interaction on the chain.
2) Stock active users: refers to wallet addresses that emerged on the public chain 24 hours ago and have had interaction on the chain in the past 24 hours.
3) Dapp daily active users (UAW: unique active wallets)
4) TGE (Token Generation Event)
5) In the report, "Entity" refers to a collective term for contract accounts (CA) and Ethereum original accounts (EOA), and is not the result of summarizing entity addresses.
1. BTC Portrait - BRC20
ligo (BRC-20 Token): LIGO is a BRC-20 token of the Bitcoin Layer2 protocol. LIGO implements EVM on BTC L2, enhancing compatibility with Ethereum and its DeFi ecosystem, providing greater scalability and liquidity. The market value calculated based on minting cost (GAS70-120) is between 7 to 10 million USD. Deployed on December 3, 2023, with over 11k holders. BRC20 tokens have generally risen slightly against the trend due to the influence of Binance Web3 wallet support for BRC inscriptions.
2. Blockchain Portrait - ETH Blockchain
2.1 User Portrait
2.1.1 Core Data
Total active users on ETH: 456,081
New active users on ETH: 92,896, change compared to yesterday: +0.03%
Stock active users on ETH: 363,185, change compared to yesterday: -8.53%
2.1.2 New User Portrait
Core Data: ETH had 92,896 new active users yesterday, a change of +0.03% compared to yesterday.
Popular Tracks
Popular Projects
Key Project:
Orbiter (Dapp): Layer2 cross-chain protocol Orbiter Finance announced a rebranding to ZK-based Orbiter Rollup. Orbiter Rollup will become the infrastructure layer for Ethereum, focusing on interoperability and improving capital efficiency. The Orbiter team will announce its partners and release a beta test version in the future.
2.1.3 Stock User Portrait
Core Data: ETH has 363,185 stock active users, a change of -8.53% compared to yesterday.
Popular Tracks
Popular Projects
Key Project:
Skyark (NFT): The 3A game platform SkyArk Chronicles received over 50,000 ETH in the Genesis NFT sale event. However, Binance recently stated that it did not participate in the latest round of financing for the project, sparking official discussions in the community. Currently, the official NFT TENJIN has been officially launched and has fallen below the issuance price, with a current floor price of 0.5 ETH.
2.2 Popular Coin Pairs
2.2.1 Uniswap V2
JUP (Token): Dex Jupiter on Solana, a project of the same name on Ethereum. Influenced by its airdrop and coin issuance frenzy, the market value once reached 20 million USD, but with profit-taking, the price fell by over 60%, and the trading volume decreased significantly in the past 10 hours.
2.2.2 Uniswap V3
PORK (Token): A PEPE Fork version project released by Kol PAULY. The price has been rising continuously for 3 days, with a market value exceeding 200 million USD and a 24-hour on-chain trading volume of 60 million USD. Today, it is still fermenting due to the new painting comments by PEPE's creator Matt Furie. The price has risen by 133% in the past 24 hours alone, and it is still at a high level. It should be noted that the founder bought a high proportion of tokens in the initial release and has not yet exited.
2.3 Popular NFT
2.3.1 Top NFT Collection
Pudgy Penguins (NFT): The project recently launched the IP authorization platform OverpassIP test version, and the real simulation toy Pudgy Toys Chapter 2 authorization based on the Pudgy Penguin IP has been launched. Users can submit their Pudgy Penguin and Lil Pudgy IP authorizations in OverpassIP. The test version of OverpassIP is only available to Pudgy Penguin and Lil Pudgy holders, and the main version in the future will provide authorization opportunities for over 200 Pudgy Penguin and Lil Pudgy.
3. Blockchain Portrait - BSC Blockchain
3.1 User Portrait
3.1.1 Core Data
Total active users on BSC: 1,262,744
New active users on BSC: 174,459, change compared to yesterday: -12.96%
Stock active users on BSC: 1,088,285, change compared to yesterday: -5.40%
3.1.2 New User Portrait
Core Data: BSC had 174,459 new active users yesterday, a change of -12.96% compared to yesterday.
Popular Tracks
Popular Projects
Key Project:
Tinytap (Dapp): TinyTap is a large library of games created by teachers, which has become part of Animoca Brands and aims to build a blockchain-based open education system. Animoca Brands claims to intend to purchase additional EDU tokens from the open market, and Binance Labs has invested 3.15 million USD in the Web3 education protocol Open Campus, bringing some traffic to the web3 education sector.
3.1.3 Stock User Portrait
Core Data: BSC has 1,088,285 stock active users, a change of -5.40% compared to yesterday.
Popular Tracks
Popular Projects
Key Project:
QnA3.ai (Dapp): A Web3 knowledge sharing platform based on AI, receiving widespread attention from players on the BNB chain. The project is currently in data mining mode, allowing users to utilize idle computing resources on their devices to perform large-scale data cleaning, data fetching, and other tasks, and providing point rewards to users who contribute computing power.
3.2 Popular Coin Pairs
3.2.1 PancakeSwap V2
Most of the active high-volume tokens on the BSC chain are recent hot imitations, and users need to be discerning.
4. Blockchain Portrait - Polygon Blockchain
4.1 User Portrait
4.1.1 Core Data
Total active users on Polygon: 706,236
New active users on Polygon: 157,212, change compared to yesterday: +8.65%
Stock active users on Polygon: 549,024, change compared to yesterday: -3.21%
4.1.2 New User Portrait
Core Data: Polygon had 157,212 new active users yesterday, a change of +8.65% compared to yesterday.
Popular Tracks
Popular Projects
Key Project:
Smartcat (Dapp): NFT project launched by SmartLayer, with very high on-chain activity. Users can interact with SmartCat NFTs through feeding, cleaning, and other interactions, resulting in high interaction activity.
4.1.3 Stock User Portrait
Core Data: Polygon has 549,024 stock active users, a change of -3.21% compared to yesterday.
Popular Tracks
Popular Projects
Key Project:
Galxe (Dapp): Galxe supports various data sources, including on-chain and off-chain data. For on-chain credentials, curators can contribute through subgraph queries or static snapshots. For off-chain credentials, Project Galaxy has integrated with platforms such as Snapshot.org, Twitter, and Github. This support for multiple data sources allows Project Galaxy to collect and utilize data more widely.
4.2 Popular Coin Pairs
4.2.1 Uniswap V3
No new popular tokens have emerged on Polygon.
5. Blockchain Portrait - Arbitrum Blockchain
5.1 User Portrait
5.1.1 Core Data
Total active users on Arbitrum: 180,574
New active users on Arbitrum: 29,788, change compared to yesterday: -19.91%
Stock active users on Arbitrum: 150,786, change compared to yesterday: -2.31%
5.1.2 New User Portrait
Core Data: Arbitrum had 29,788 new active users yesterday, a change of -19.91% compared to yesterday.
Popular Tracks
Popular Projects
Key Project:
Wormhole (Dapp): Wormhole announced its ZK roadmap and will launch a light client supporting multiple blockchains through the integration of zero-knowledge proofs. The light client allows users and applications to quickly and effectively verify the state of blockchain networks. In the coming months, ZK light clients for various blockchains (including Ethereum, Sui, Aptos, Near, and Cosmos) will be deployed and integrated with Wormhole.
5.1.3 Stock User Portrait
Core Data: Arbitrum has 150,786 stock active users, a change of -2.31% compared to yesterday.
Popular Tracks
Popular Projects
Key Project:
Arbitrum (Dapp): The Arbitrum community has initiated the implementation of the ArbOS 20 version proposal to support most of the improvements in the Dencun upgrade, including the ability to release L2 transaction batches in blob form on L1 Ethereum at a lower price using EIP 4844. The ArbOS upgrade can be seen as a hard fork of Arbitrum.
5.2 Popular Coin Pairs
5.2.1 Uniswap V3
MAGIC (Token): TreasureDAO co-founder Karel Vuong stated that TreasureDAO is building a game chain and plans to use MAGIC as the gas token, possibly based on the Arbitrum or Cosmos network. The release of the Treasure Chain Litepaper will be delayed by one week and is expected to be released on February 5. Previously, the co-founder of Optimism proposed that Treasure join the Optimism Superchain and build the Treasure Chain based on the OP Stack.
6. Blockchain Portrait - Base Blockchain
6.1 User Portrait
6.1.1 Core Data
Total active users on Base: 75,830
New active users on Base: 14,224, change compared to yesterday: -6.72%
Stock active users on Base: 61,606, change compared to yesterday: +6.35%
6.1.2 New User Portrait
Core Data: Base had 14,224 new active users yesterday, a change of -6.72% compared to yesterday.
Popular Tracks
Popular Projects
Key Project:
Popcorn Royale (NFT, Dapp): An interactive on-chain NFT activity where the winner will receive $7,500. The interactive game/activity is hosted on Cymbal.xyz, a human-readable blockchain explorer that allows users to view the Ethereum blockchain and search for events and activities stored on the chain. Investors include First Round Capital, Solana Ventures, CAA Connect, Coinbase Ventures, and others.
6.1.3 Stock User Portrait
Core Data: Base has 61,606 stock active users, a change of +6.35% compared to yesterday.
Popular Tracks
Popular Projects
Key Project:
Layerzero (Dapp): Cross-chain interoperability protocol LayerZero announced the launch of V2, with new features including: universal message passing, modular security, permissionless execution, unified semantics, and V1 compatibility. It currently supports over 20 chains, providing permissionless, censorship-resistant, and immutable interoperability.
7. DAPP Ecosystem - All Public Chains
Pixels (Dapp): Pixels is a blockchain-based immersive open-world massively multiplayer online (MMO) game that leverages the power of web3 to enable players' digital ownership and creates a space for players to explore, complete tasks, and collaborate. The core mechanics of the Pixels game are centered around planting, cooking, and missions, and gradually adds social features such as trading, achievements, and leaderboards to facilitate player interaction.
8. DAPP Ecosystem - ETH Public Chain
Eigenlayer (Dapp): Binance Labs invested in the Ethereum liquidity staking protocol Puffer Finance, which is now open for users to stake stETH and wstETH to earn Puffer and EigenLayer points. The first phase has ended with a total of 7,301 stETH and wstETH deposited, valued at $16.53 million.
9. DAPP Ecosystem - BSC Public Chain
NFPrompt (Dapp): NFPrompt (NFP) is an AI-driven user-generated content platform focused on Web3 creators. It is one of the sixth season incubation projects of Binance Labs, launched in June of this year. The platform allows users to generate various content using AI tools (AIGC) and provides a marketplace for trading AIGC works and their instruction words (Prompt).
10. DAPP Ecosystem - Polygon Public Chain
Kratos Studios (Dapp): Kratos Studios is a Web3 game startup based in India and is the intellectual property owner of the world's largest game DAO (decentralized autonomous organization) IndiGG. The company was founded in 2022 with the aim of developing various types of games and is an operating Web 3 game company. Kratos Studios not only owns the intellectual property of IndiGG but is also an active investor in the global web3 gaming space.
11. DAPP Ecosystem - Solana Public Chain
Jupiter (Dapp): The core DEX aggregator on Solana, occupying over 75% of the trading volume. Yesterday, Jupiter initiated a project airdrop and launch event, with a total of 10 billion tokens airdropped to the community, calculated at a price of $0.6, the airdrop has a market value of $6 billion. It is listed on almost all major exchanges, and currently over 50% of the airdropped tokens have been claimed.
12. DAPP Ecosystem - Arbitrum Public Chain
WooFi (Dapp): Crypto trading platform WOO X completed a $9 million financing round to improve liquidity. Investors include Wintermute, Time Research, Presto Labs, Pulsar, AlphaLab Capital, Efficient Frontier, Amber, and Riverside Hedge. Only market makers participated in this round of financing, which will help improve WOO X's liquidity, rather than traditional venture capital funds.
13. DAPP Ecosystem - Base Public Chain
Aerodrome (Dapp): Aerodrome is an emerging automated market maker (AMM) protocol designed to be the central liquidity hub for Coinbase's Layer 2 chain Base. Aerodrome's design is inspired by the Velodrome V2 model to incentivize liquidity on the protocol, and the team is partially from Veledrome. AERO, the token of Aerodrome, is a utility and governance token. Holders can lock the tokens and receive veAERO NFTs, as well as voting power based on the lock-up period.
14. DAPP Ecosystem - GameFi Sector on All Public Chains
Yuliverse (Dapp): Yuliverse has established a new investment partnership with DWF Labs. Yuliverse is a blockchain metaverse game that combines GameFi and SocialFi elements, utilizing NFTs and cryptocurrencies ARG and ART. The game aims to promote social interaction and engagement, providing players with the opportunity to explore the real world and build connections. Yuliverse's game mechanics include elements of earning, providing players with a unique gaming experience.
15. Gas Fee Consumption - ETH Public Chain
The main gas consumption on the Ethereum mainnet currently comes from the following categories: 1. Uniswap, 2. Stablecoin USDT, 3. MEV, 4. Various Layer2 sorters, 5. TG trading bot.
16. Gas Fee Consumption - BSC Public Chain
Bloxroute (Dapp): One of the largest anti-censorship block producers on Ethereum, bloXroute Labs, has announced a complete transformation and will begin reviewing all OFAC-sanctioned blocks on its MEV relays based on local laws. It is reported that bloXroute Labs has produced at least 400,000 Ethereum blocks from its two leading MEV relays.
17. Gas Fee Consumption - Polygon Public Chain
Galxe (Dapp): Galxe supports multiple data sources, including on-chain and off-chain data. For on-chain credentials, curators can contribute through subgraph queries or static snapshots; for off-chain credentials, Project Galaxy has integrated with platforms such as Snapshot.org, Twitter, and Github. This support for diverse data sources allows Project Galaxy to collect and utilize data more widely.
18. Gas Fee Consumption - Arbitrum Public Chain
RabbitHole (Dapp): Recently, RabbitHole has aggregated all tasks provided through the Quest Protocol, allowing users to earn tokens by participating in crypto applications. The project has relatively high interaction activity, possibly related to potential token issuance, and users can participate in the interaction.
19. Gas Fee Consumption - Base Public Chain
Odos (Dapp): Odos Protocol is the first Dex aggregator that allows users to exchange multiple tokens for a single asset in a single atomic transaction, easily converting a basket of input tokens into the desired output, saving gas fees and limiting market volatility. The project has not yet issued tokens, and users can interact in advance to seize airdrop opportunities.
20. Twitter Trends Token Top Rank
Due to abnormal data sources, this section has no data for today.
21. Google Hot Search Word Cloud - All Regions
JUP (Token): Yesterday, Jupiter initiated a project airdrop and launch event, with a total of 10 billion tokens airdropped to the community, calculated at the current price of $0.6, the airdrop has a market value of $6 billion. The Solana ecosystem still has many unreleased token projects, and users can interact in advance to get airdrop opportunities.
BTC (Token): Yesterday, the Federal Reserve announced maintaining the current interest rate range at the post-meeting press conference, and the Fed chairman's remarks that there is no rush to raise interest rates led the market to believe that the start of the rate hike cycle will be delayed. The yield on the 10-year US Treasury bond fell, and the US dollar index rose slightly.
22. Google Search Hot Words Surge - East Asia, South Asia, Southeast Asia, Hong Kong, Macau, and Taiwan
【South Asia】
"India" Hot Search: Jup, MAV, FOMC
"Pakistan" Hot Search: BTC, FOMC, Pancakeswap
【Southeast Asia】
"Vietnam" Hot Search: Airdrop, Gaming, Fundraising
"Philippines" Hot Search: Jupiter, APR, BTC, Crypto Bubbles
【East Asia】 Hot Search: Jupiter, Crypto
23. Google Search Hot Words Surge - English-speaking Regions, Europe, CIS Region
【CIS Region】Hot Searches: Crypto Search, Crypto bubble
【English-speaking Regions】
"United States" Hot Searches: FOMC, JUP, Meteora
"Canada" Hot Searches: Jupiter Airdrop, ETH, Solana, Manta, Tia
【Europe】
"France" Hot Searches: Axelar, MDR, JUP, Dai
"Poland" Hot Searches: CMC, DAO, DEFI, JUP, SHIB, SOL
"Switzerland" Hot Searches: JUP, ETH, TAO, SHIB, MANTA, BTC
"Italy" Hot Searches: BTC, JUP, WEN, POT
"Belgium" Hot Searches: DEFI, MANTA, UNISWAP, JUPITER
24. Google Search Hot Words Surge - Middle East, Latin America, Africa
【Africa】
"South Africa" Hot Searches: LUNA, CMC, BTC, JUPITER, XRP
"Nigeria" Hot Searches: DCA, ETF, JUP
【Middle East】Hot Searches: JUPITER, COINDESK, CRYPTO BUBBLES
【Latin America】
"Brazil" Hot Searches: ETH, DAI, JUP, SOL
"Argentina" Hot Searches: PEPE, DAI, DOLAR, JUP
"Mexico" Hot Searches: JUP
Reference Links
Dune On-Chain Data Dashboard - Public Chain Overview: https://dune.com/bitgetresearch/bitgetreseach-chains-overview
Dune On-Chain Data Dashboard - Gas Consumption: https://dune.com/bitgetresearch/gas-overview
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