Today, MicroStrategy's stock has been included in the Nasdaq 100 index, which is a long-term benefit for the crypto industry and further boosts market sentiment.
As a result, the price of Bitcoin has returned to around $102,000, while Ethereum is fluctuating around $3,900.
What does it mean for MicroStrategy's stock to enter the Nasdaq 100 index?
This means that they can borrow more money using American investors' funds to buy Bitcoin.
In the future, more mainstream funds will passively buy MSTR stock through index funds, and the capital in the crypto space is growing, which will further drive up the price of Bitcoin.
In addition, BlackRock's Bitcoin ETF has surpassed its gold ETF products in scale.
Trump also stated that he will make some great things happen in the cryptocurrency field.
He is very concerned about the price of Bitcoin and hopes it can reach $150,000 in the early stages of his term.
This indicates that both Trump and Wall Street capital are very optimistic about the future trend of Bitcoin.
Trump's idea is to use Bitcoin to alleviate America's $35 trillion national debt.
He hopes to turn Bitcoin into the largest financial asset, creating more virtual wealth for the U.S. economy and then passing it on globally.
We can look forward to whether Bitcoin can enter a long-term bull market during Trump's four years in office.
Another point worth noting is that Sam Altman has stated that artificial intelligence will create 'trillions of dollars' in market value.
Next year, OpenAI will make significant strides in the next generation of artificial intelligence systems.
Google has also released Gemini 2.0, clearly positioning it as an 'AI model for the agentic era.'
They also designated 2025 as the 'Agent Year' because the areas involved in Agents, such as finance, payment, and data, are a perfect match with blockchain.
I think this could spark a revolution that is even more exciting than DeFi.
AI agents and AI memes will become major trends in the next five years, potentially giving birth to many projects with 50-100 times returns.
So why can the AI agent technology, which is still immature in Web2, achieve such a high valuation in Web3?
It's actually quite simple; we are now in the metaverse era of AI memes/agents, and much of the valuation premium is based on imagination.
In the financial market, the favorite thing is to speculate on expectations.
The popularity of AI agents in Web2 is spilling over into Web3; this feels somewhat like the metaverse in 2021.
The AI meme/agent track gives me the feeling that it lies between the imagination-driven rally of the metaverse and the data-driven fundamentals of DeFi.
Therefore, in this bull market cycle, it leans more towards the metaverse, while the next cycle may lean more towards DeFi.
But there is no doubt that AI agents will be the focus of mainstream development in the next 5 to 10 years, and the combination of agents and AI in the crypto space is natural.
So we are not speculating on air; it has a long-term narrative to support it.
This cycle is driven by imagination, while the next cycle, with the maturity of Web2 AI technology, will see real productivity improvements.
We need to focus our energy on the longest slopes and the thickest snow because that is where the most track-level opportunities will be in the next few cycles.
Currently, the projects in this track are mainly divided into two categories: one is agent platforms and frameworks, such as virtual; the other is AI meme types, such as goat.
In this bull market, this track could see projects worth between $10 billion and $50 billion.
Recently, I've also been screening some undervalued new projects, and I will share suitable ones with the VIP group at the first opportunity.