• Audius 加密貨幣是 SoundCloud 和 Spotify 等音樂流媒體平臺的 Web 3 版本，其原生代幣 $AUDIO 上周飆升 27.4%，Convert 上的交易量增長了 21 倍。Audius 被《Business Insider》評為最值得關注的 14 家音樂科技初創(chuàng)公司之一，這推高了代幣的價值并推高了需求。

• Megadrop 區(qū)推出的第一個項目 BounceBit ($BB) 上周漲幅高達 92.4%，Convert 上的交易量躍升 381.0%。BounceBit 是 CeDeFi 基礎設施領域的領先項目，提供機構級收益產品、重新質押用例和 CeDeFi 即服務，讓所有人都能獲得高收益機會。在項目團隊宣布通過結合中心化和去中心化金融來實現高收益比特幣投資民主化的路線圖后，該項目取得了強勁表現。

• 上周四下午，美國證券交易委員會批準了以太坊現貨 ETF 的 19b-4 表格，為 ETH 現貨 ETF 的批準鋪平了道路。Uniswap ($UNI) 在其去中心化平臺上的交易量激增，占 DEX 總交易量的 48.9%。此外，項目團隊推出的 Uniswap V4 刺激了對這種治理代幣的需求。

• Meme 幣繼續(xù)在市場中扮演重要角色，ConstitutionDAO ($PEOPLE) 和 Pepe ($PEPE) 表現優(yōu)異，獲得市場關注。上周，$PEPE 在 Convert 上的交易量實現了兩位數增長，而 $PEOPLE 的交易量實現了三位數增長。

整體市場

• 上圖顯示了過去三個月 ETH 的價格走勢。

• 上周四，美國證券交易委員會終于批準了以太坊現貨 ETF 申請人的 19b-4 表格，為 ETH 現貨 ETF 的最終批準鋪平了道路。ETF 發(fā)行人必須等待 SEC 批準 S1 表格后才能將其 ETF 上市供投資者購買。通常，這還需要一到兩周的時間。

• 周四，在SEC網站公布19b-4表格批準消息之前，ETH價格出現震蕩，先是在美股開盤前上漲至3950美元，隨后由于SEC決定不明確，在美股收盤時迅速跌破3500美元。高波動性（從上到下變化超過10%）在期權市場上得到了正確的定價，近期限ETH期權的隱含波動率超過110%。公告發(fā)布后，隱含波動率迅速回落至正常范圍。

• Following the SEC announcement, we saw some ETH sales during the Asia hours, and demand increased after the price reached the green bar shown in the chart. Demand came in consistently, pushing the price into the red bar, which represents a strong resistance area at the $4,000 level. We expect the resistance level to be broken with the announcement that the S1 forms have been approved by the SEC, and we could see another 10% room to run before the ETFs are available in the stock market.

Options Market

• The above table shows the 25-delta skew of BTC and ETH options with different tenors.

• Last week, before the SEC approved the 19b-4 forms on ETH ETF applications, we saw a heavily skewed market behaviour towards puts on ETH near-tenor options, indicating that options traders were purchasing downside protection against the "sell the news" behaviour.

• This week, the 25-delta skew on ETH options of various tenors is all positive, indicating that options traders are optimistic about ETH's recent price movement, with longer-tenor options showing a stronger bullish sentiment.

• Meanwhile, sentiment on BTC options is less bullish, with only 0.44 readings for 7-day expiry. However, sentiment indicates more bullishness for longer-term options.

• According to the table above, the market is strongly bullish on both BTC and ETH over the next two months, with ETH outperforming. This observation supports our previous prediction that the market correction that began in March is coming to an end, and that BTC may reach a new all-time high this summer, paving the way for the start of the altcoin season.

Macro at a glance

• Last Wednesday (24-05-22)

  • The Federal Open Market Committee (FOMC) meeting minutes revealed that it might take longer than previously thought to confidently achieve a sustainable inflation rate of 2%. Many participants expressed readiness to tighten policies further if the inflation risks developed to warrant such action. With the market wary of possible further delays in Federal interest rate cuts, U.S. equities closed in a slump, with the S&P and Nasdaq indexes down by 0.77% and 0.70%, respectively. Nonetheless, the crypto market performed better, largely due to robust demand for Ethereum before the potential approval by the SEC on ETH ETFs.

• Last Thursday (24-05-23)

  • US initial jobless claims dropped to 215k last week from 223k the week before, better than the estimated 220k.

  • The S&P Global U.S. Manufacturing PMI for May was recorded at 50.9, surpassing the projected 50.0. Furthermore, the S&P Global U.S. Services PMI came in at 54.8, significantly exceeding the expected 51.2. This indicates that US business activities are expanding. Manufacturers reported an increase in prices across various inputs, suggesting potential growth in goods inflation in the coming months.

• Last Friday (24-05-24)

  • The durable goods orders in the U.S. documented a growth rate of 0.7% month-on-month in April, surpassing the projected decrease of 0.9%.

• 周二 (24-05-28)

  • 美國5月消費者信心指數攀升至102.0，較4月的97.5大幅反彈，并超過預期的96.0。強勁的消費者信心意味著商品和服務需求可能增加，這可能導致更持續(xù)的通脹。

• 本周晚些時候，我們

  • 2024 年第一季度美國 GDP

  • 歐元區(qū)5月份的CPI數據，這可能為歐洲央行6月份可能降息提供更多見解。

  • 美國4月份PCE指數，這將為進一步了解美國通脹和美聯儲的利率決定提供依據。

轉換門戶體積變化

• 上表顯示了我們的轉換門戶上各區(qū)域的成交量變化。

• 本周，我們在 Convert 上的交易量大幅增加，其中 Megadrop 區(qū)域的百分比增幅最大。

• 上周，Megadrop 專區(qū)首個上線項目 BounceBit ($BB) 表現亮眼，吸引了大量交易需求，交易量較首周交易量飆升 381.0%。

• 上周，Convert 上粉絲代幣區(qū)的交易量增長了 72.0%。桑托斯足球俱樂部粉絲代幣 ($SANTOs) 是該區(qū)交易量增長的主要推動力。

• 在同一時期，NFT 區(qū)的交易量增長了 36.3%。Audius ($AUDIO) 和 Origin Protocol ($OGN) 是交易需求旺盛的兩個主要貢獻者。

為何進行場外交易？

幣安為客戶提供多種方式進行場外交易，包括聊天溝通渠道和幣安場外交易平臺（https://www.binance.com/en/otc），用于手動報價、算法訂單或通過幣安??轉換和大宗交易平臺（https://www.binance.com/en/convert）和幣安轉換場外交易 API 進行自動報價。

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