1. $BTC is fluctuating, waiting for the US stock market to open. With the end of the Christmas holiday, the market may improve, ETF net inflows may resume, and a unilateral bullish trend is likely to emerge.

2. $ETH is performing strongly: despite the decline in Bitcoin and US stocks, Ethereum ETF funds are still experiencing net inflows. Many large holders have begun to prepare for the Prague upgrade in March next year. The ignition time for the Ethereum ecosystem is estimated to be early January.

3. ETH and its ecosystem tokens can be ambushed during the pullback; AAVE is a good entry opportunity in the $300-320 range.

$UNI is under short-term pressure: Recently, $220 million of Uni has transferred to Uniswap, suspected of being a sell-off. Considering the market cap of Uni is only about 7 billion, this selling pressure is significant, and it may be weak in the short term.

4. FTX will officially implement the first round of repayment distribution, including $16 billion in cash, on January 3, 2025.

5. Ai16z has initiated a proposal to update token economics, planning to launch mechanisms such as a launchpad and staking. In the long run, this positions ai16z as an L1 for AI to consolidate its status and value.

6. Crypto analytic AI agent aixbt has become the new call king in the crypto world, making three successful calls today: one was Quantum Cats, another was $Vapor, and the last one was $NEUR. Today it changed its Twitter avatar to the Ordinals NFT project Quantum Cats. Previously, Aixbt expressed the view that the crypto narrative in Q1 2025 would be about Ordinals and AI Agents.

$Vapor is the only AI agent platform on Hyperliquid, and after aixbt's call, its market cap has tripled, currently about 72M.

$NEUR @neur_sh is the best front-end interface for agents (open-source infrastructure), currently with a market cap of about 45M. The other two AI agent infrastructures worth noting are: $SNAI @swarmnode - the best back-end cloud infrastructure suitable for all agents, currently with a market cap of about 42M, and $SVMAI @opensvm - the best real-time blockchain data AI tool for agents, currently with a market cap of about 11M, @aixbt_agent has made two calls.

7. Bio Protocol co-founder: The BIO airdrop for URO and RIF holders may consider both time weight and holding weight.

8. FLOKI plans to launch a game in the first quarter.

9. HOOK has recently collaborated with TON and SUI.

10. Trump will be inaugurated on January 20, and related concept coins are worth paying attention to.

1) $RSR: The new chairman of the US SEC, Paul Atkins, was previously an advisor for the Reserve protocol, and $RSR is its native token, belonging to a stablecoin platform on Ethereum.

2) $ZRX: The new White House AI and cryptocurrency director David O. Sacks is an advisor for $ZRX and has previously tweeted his support.

3) $COW: Trump's financial system trades through $COW, and as a decentralized exchange, $COW still has growth potential compared to its trading volume with Uni, possibly driven by Trump and V God.

4) $DOGE: Dogecoin may welcome a new wave of opportunities with the launch of Musk's government efficiency department.

5) Tokens held by Trump: $ENA, $ONDO, $LINK, $AAVE.