Author: Shen Chao TechFlow
Market dynamics from yesterday
Musk has changed the nickname of the X platform back to 'Elon Musk'.
Musk changed the nickname of the X platform from 'Kekius Maximus' back to 'Elon Musk' and also changed the profile picture back to his personal photo.
Messari releases six major predictions for 2025: AI Agents will peak in Q1 2025 and will not recover.
Messari released six major predictions for 2025:
Hyperliquid's excellent performance may have ended;
VIRTUAL FDV will surpass TAO FDV within three months;
Pudgy Penguins surpasses CryptoPunks to become the hottest PFP series;
Peaq will surpass all L2s in 2025;
Ethereum's performance in 2025 will outperform SOL;
AI Agents will peak in Q1 2025 and will not recover.
10x Research: Ethereum may struggle to achieve a meaningful rebound in 2025.
Markus Thielen, head of research at 10x Research, stated, 'Ethereum may not be the smartest investment choice in the 2025 bull market, as the returns of this asset may not be satisfactory compared to Bitcoin.'
Other analysts indicate that price trends may develop in two directions, and they are waiting for more confirmation from price charts to assess the trajectory.
Qiao Wang: The market faces three major risks in 2025: policy implementation, stock market overvaluation, and inflation resurgence.
Qiao Wang, co-founder of Alliance, pointed out three major risks facing the market in 2025: first, new government policy implementation may fall short of market expectations; second, stock market valuations are too high, and their decline will drag down the crypto market; third, inflation may return.
The IRS has postponed the enforcement date of cryptocurrency tax reporting rules to the end of 2025.
According to Solid Intel, the IRS has postponed the enforcement date of cryptocurrency tax reporting rules to December 31, 2025.
Sonic Labs: The S token will launch on more than 12 centralized exchanges in January.
According to an official announcement from Sonic Labs, the $S token will launch on more than 12 centralized exchanges (CEX) in January 2025, serving as a substitute for the FTM token. The list includes well-known exchanges such as Binance and Bybit, supporting token automatic upgrades and Sonic network integration. More launch date information will be announced soon.
Matrixport: Ethereum prices may rebound in 2025, ETF issuers need to create more attractive narratives.
Matrixport stated that Ethereum's performance in 2024 was disappointing, with a notable decline beginning after the launch of the Ethereum ETF, with capital inflows far below market expectations. Meanwhile, on July 31, 2024, Senator Lummis introduced a Bitcoin bill proposing to position Bitcoin as a strategic reserve asset. In contrast, Bitcoin has successfully established its status as 'digital gold' and a potential reserve asset, while Ethereum lacks a similarly compelling narrative among traditional financial (TradFi) investors. A lack of clear application scenarios may be one of the core reasons for Ethereum's poor performance.
Looking ahead, ETF issuers may need to take on the responsibility of creating and promoting more appealing narratives for Ethereum in 2025. Without additional support and market positioning, it may be difficult to bridge the gap with Bitcoin based solely on Ethereum itself.
K33 Research: As global markets digest the Fed's pessimistic forecast for interest rate cuts in 2025, Bitcoin remains unaffected by the stock market decline.
According to The Block, K33 Research reports that despite global de-risking leading to stock market declines, Bitcoin has still risen slightly over the past day, with its 30-day Nasdaq correlation climbing above 0.50. Analysts note that the December FOMC meeting is seen as a major catalyst for the decline of risk assets, with the Fed lowering its expectations for interest rate cuts in 2025 from four times to two. Analysts indicate that despite the global stock indices falling, as the market processes the FOMC meeting on December 18, Fed Chair Jerome Powell stated that the pace of monetary easing will slow in 2025, with Bitcoin still maintaining levels above $95,000.
Market dynamics
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