数据解读MUBARAK爆火:BNB链生态是最大受益方?

MUBARAK刚达到了150M(发文时已达200M),不少社区特别Fomo,更有甚者单币A7/A8。对于这种“事件性”的拉盘,不少用户姗姗来迟,这个预示着什么?让我们用通过三个指标带大家回看今天之前的数据,看看到底这波操作,对BNB生态什么影响。

重要时间线

– 3月13号币安宣布获得阿联酋主权基金MGX高达20亿美元的投资;官方在X发布了一条推文,配图是一位头戴中东特色头巾的“土豪”形象,CZ转发该推文并配文“Mubarak”

– 3月14号CZ随后转发了一位来自“0x5c…46f6”社区成员的相关推文;CZ在币安广场发文称“周末去见个朋友”。

– 3月15日,Binance Alpha上线Mubarak;CZ在次日花费各1 BNB买入TST和mubarak,并在币安广场发文“周末做点测试。”这一系列操作将Mubarak的炒作推向高潮

– 3月16日,CZ发推称“考虑更换新头像;Mubarak赢得了币安提供的440万美元永久流动性池支持

下面正式进入分析环节:

1/TVL

从TVL来看,BNB Chain主要流动性是从3月13号流入,主要可能受到MGX投资信息影响。

数据解读MUBARAK爆火:BNB链生态是最大受益方?

2/链上指标

  • 每日活跃地址:没有因为MGX投资信息而出现用户增多,分别在13号和15号新增500k 地址
  • 每日交易量:交易量在经历11号暴跌后,15号稍微拉升到4.8 m
  • DEX交易额:交易额在13号和15号分别增加了~500m & ~750m
  • 交易手续费: 交易手续费在12号后就持续爬升,从0.1到0.18

数据解读MUBARAK爆火:BNB链生态是最大受益方?

3/7d跨链流动性来源

最近7d流动性主要来自于Ethereum,占了61%。Solana 只有5%。

数据解读MUBARAK爆火:BNB链生态是最大受益方?

4/跨链交易量

近24小时的跨链交易量:

  • LayerZero 2585 tx 大额交易
  • UniversalX 586 tx 小额交易
  • Orbiter Finance 145 tx 小额交易
  • Meson 125 tx 大额交易
  • deBridge 111 tx 大额交易

可以看得出LayerZero、 meson 、 deBridge主要解决的是大额交易。而Orbiter Finance&UniversalX 专注于小额交易。但UniversalX的交易量要比 Orbiter Finance要高。

数据解读MUBARAK爆火:BNB链生态是最大受益方?

5/跨链交易额变化%

可以看出UniversalX 很明显因为上周末的BSC Meme 浪潮而增加了交易额,而Stargate和deBridge在增量变化相对低一些。

数据解读MUBARAK爆火:BNB链生态是最大受益方?

6/总结

MUBARAK的拉升造成的Fomo,让BNB Chain 生态增加了不少流动性。DEX 交易量、平均交易费也因此拉到了一周内的新高。但是核心用户群体,没有得到激增,甚至对比7天前呈下降趋势。这可能意味着链上DEX生态交易变得更为活跃,但是这依旧没有让BSC得到更多用户。

从流动性来源来看,主要的来源是EVM生态,而来自Solana的流动性不多,这也可能解释了BSC为什么没有增量用户—大量meme用户的流动性还在Solana。

从跨链来源来看,这类“事件性”爆发机会,如果只是通过主流跨链桥未必能高效解决即时买币需求,所以对于用户采用UniversalX 这类跨链桥+聚合交易平台也是不足为奇。而事实上,交易额增量也确实比其他不带“买币应用场景”的跨链桥要高。

数据应该会过几天再更新一版,验证一下我的思路,主要是我觉得BSC还会有别的事件性的机会。

行情:OKB日内涨幅3.62%,CRV日内跌幅3.55%

PANews 3月18日消息,据欧易OKX行情显示,日内涨幅排名靠前的几个代币为:OKB现报51.47美元,日内涨幅3.62%;APE现报0.530美元,日内涨幅2.29%;ATOM现报4.642美元,日内涨幅1.62%;PEPE现报0.00000721美元,日内涨幅1.42%;TIA现报3.414美元,日内涨幅1.22%。
此外,日内跌幅排名靠前的几个代币为:CRV现报0.429美元,日内跌幅3.55%;W现报0.0863美元,日内跌幅3.53%;LTC现报90.19美元,日内跌幅3.51%;AR现报6.713美元,日内跌幅2.91%;STRK现报0.178美元,日内跌幅2.89%。

Ripple’s New Trademark Filing Sparks Speculation on Upcoming Crypto Wallet

The post Ripple’s New Trademark Filing Sparks Speculation on Upcoming Crypto Wallet appeared first on Coinpedia Fintech News

Ripple Labs, the blockchain company behind the XRP token, has officially filed for a new trademark for the word mark ‘Ripple Custody.’ The filing, submitted on February 25, 2025, with the United States Patent and Trademark Office (USPTO), includes a broad range of services. Ripple seeks to offer downloadable software for the custody, transmission, and storage of various currencies, including cryptocurrency, fiat currency, virtual currency, and digital currency. The trademark also covers financial services related to the safekeeping of these assets for financial management purposes.

Ripple’s application includes offerings in multiple categories, including:

Downloadable software for custody and transmission of various digital currencies.

Custodial services, maintaining the storage and possession of digital and fiat currencies for financial management.

Peer-to-peer network services, enabling the electronic transmission of financial data over networks for custody and storage.

Software as a Service (SaaS), providing temporary online software for cryptocurrency custody, transmission, and storage.

Ripple’s recent trademark filing for “Ripple Custody” has sparked speculation about whether the company will launch a crypto wallet. The filing shows that Ripple is focused on offering secure storage and management for digital assets. While it doesn’t directly mention a wallet, this move suggests Ripple may expand its services to include wallet features in the future, helping users and businesses manage their cryptocurrencies more securely.

The application is currently in its early stages, with a status of “New Application” and no examiner yet assigned. While the filing process can take several months, Ripple’s move into custody services could further bolster its position within the crypto ecosystem, expanding its reach beyond cross-border payments to secure asset management solutions.

The global cryptocurrency custody market is expected to surge to $100 billion within the next decade, driven by growing institutional adoption and increasing regulatory clarity. As the demand for secure asset storage solutions rises, Ripple’s strategic moves to expand in this space position the company well to meet the needs of institutional clients, who require secure custody services for their digital assets.