● DWF Labs Co-founder: AI, DeSci, quantum resistance, memes, etc. will be key narratives in 2025
According to Odaily Planet Daily, DWF Labs co-founder Andrei Grachev posted on the X platform discussing his views on industry trends for 2025. Andrei believes that asset issuance methods characterized by 'ICO style, no lock-up restrictions, no vesting terms, and full unlocking at TGE' will become more popular. AI, AI agents, DeSci, quantum-resistant technology, yield-bearing assets, and memes will be key narratives in 2025.
● Santiment: Traders are betting on a Bitcoin target price of $110,000
According to ChainCatcher, Santiment posted on X, stating that due to positive cryptocurrency news around Christmas, the price of Bitcoin once rose to $99,800. Traders are now bullish, betting on a target price of $110,000.
According to ChainCatcher, Greeks.live analyst Adam stated that the differences in options skew across various maturities have widened. Since the bull market at the end of this year, the skew between different maturities has remained close, fluctuating around 5%. Recently, it has entered a correction, with the skew differences starting to widen, and the short-term skew dropping significantly. This indicates a notable decrease in market frenzy, and options market participants' optimism for January has weakened.
According to PANews, starting next year, the SEC will temporarily reduce the size of its commissioner team while awaiting Senate approval of presidential nominations. Republican commissioners Hester Peirce and Mark Uyeda will continue to serve.
Peirce revealed that with the departure of SEC Chairman Gary Gensler, the SEC's stance on the cryptocurrency industry will significantly change. She stated at the Blockchain Association policy summit that the new changes in the commission's members could affect the types of cases.
Uyeda pointed out that most policy discussions in federal agencies take place in closed-door meetings, limiting public input on regulations. He hopes the SEC can increase opportunities for public opinion. Peirce emphasized that change is not easy and requires collective effort.
● Only 7 mining companies achieved positive earnings in 2024, with Core Scientific rising by 327%
According to Wu Shuo's report, Hashrate Index data shows that despite Bitcoin rising over 113% this year, most mining stocks performed poorly in 2024, with only 7 achieving positive earnings. Core Scientific (CORZQ) rose by 327%, TeraWulf (WULF) rose by 169%, Bitdeer (BTDR) rose by 167%, Hut 8 (HUT) rose by 91%, Iris Energy (IREN) rose by 72%, Northern Data (NB2) rose by 58%, and Cipher (CIFR) rose by 33%. In contrast, Argo Blockchain (ARB) fell by as much as 84%, and Hive (HIVE) dropped by 29%. Mining companies face challenges such as increased mining difficulty and soaring operating costs, with some companies' cost to mine a single BTC even exceeding $50,000.
● Opinion: The US stock market is at historical highs, and Trump's new term may face challenges
According to Shenchao TechFlow, market indicators suggest that Trump's new term will face a US stock market at its highest historical valuation.
Data shows that the proportion of stocks held by US households rose from 48.3% at the beginning of 2024 to 51.8%. This indicator has significant four-year return forecasting ability since 1952, with current data indicating that the actual annualized return of the US stock market from 2025 to 2029 may be -1.5%. Although the S&P 500 index achieved a 9.3% inflation-adjusted annualized return after reaching a record high household stock allocation in 2020, the current valuation indicators are at historical highs, suggesting that the returns for the next four years may only keep pace with inflation. Trump will face significant challenges in maintaining the traditional performance of his administration based on stock market performance.
