New Year’s Day is approaching and the big market is about to begin!
BTC's market share will continue to decline, while Ethereum's Pectra and Prague upgrades are expected to be carried out in March. The market will hype in advance. From January, Ethereum and its ecosystem are expected to explode, especially the staking sector, such as $SSV, $ETHFI, $EIGEN, etc., which will become the focus of attention. This marks the market entering a new stage.
At the same time, FTX will start paying compensation on January 3rd, and there are only 4 days left. It is worth paying attention to the performance of $FTT !
For altcoins: Currently, most altcoins are in the bottom-shrinking adjustment, with small fluctuations. If the fundamentals of the currency are good, you can rest assured to hold it and wait for the market to start.
The on-chain AI Agent project is very popular, with new projects launched every day, but the secondary AI sector is still not active. Other sectors are also waiting for the arrival of the trend. If the trend continues, the sector rotation may be like the beginning of this year, first AI, then meme, and finally other sectors, which is worth paying attention to.
Not only that, Grayscale made another move today, adding 6 new cryptocurrencies including HYPE and ENA!
Today, the on-chain AI market is mainly divided into two camps: one is Solana (SOL) and the other is Base.
The AI Agent market is dominated by ai16z and Virtuals, which account for more than half of the market share. Although the AI Agent ecosystem has risen rapidly in the crypto market, with a market value of $11.68 billion and a 39.1% increase in the past 7 days, the market structure is still relatively concentrated, mainly relying on Virtuals (market value of $5.01 billion) and ai16z (market value of $1.63 billion). The two together account for 56.8% of the market share.
In terms of project types, the market value of Virtuals exceeds that of customized AI Agents (US$4.67 billion), while Base and Solana are the two main battlefields. The market value of AI Agents on Base is US$5.76 billion, and that of Solana is US$5.47 billion, together accounting for 96.1% of the market. Although the market values of the two are close, the Base ecosystem is more dependent on Virtuals, while Solana's AI Agent ecosystem is more diverse.
With the popularity of Virtuals and ai16z, their ecological projects have also become the focus of attention and bets of market investors.
Today, the three MEME idiots $ACT, $PNUT and $NEIRO all rose!
PNUT: Today, Pnut (Squirrel) showed signs of main force intervention. Pnut is one of the coins with the strongest rebound among the three stupid coins. The daily MACD short volume is reduced, and it is recommended to consider entering the market around 0.62.
NEIRO: As the star coin of this wave of market, the adjustment at the daily level has been basically completed. The volume has gradually decreased in the past week, and the daily MACD has the need to turn positive, indicating a possible rise.
ACT: It is the most ruthless of the three. Today, it has been rising all the way with the help of the popularity of the AI sector. Once the on-chain chips are listed on the exchange, they will basically be cleared, and the remaining cost gap is very large, which may be 10 times or even 100 times. ACT myself has also operated frequently. It has fallen 70% from the high point, and everyone is desperate and dare not buy. The recent chip area is around 0.32, and I still hold some chips at 0.5. Don't be afraid, the meme sector will rise very quickly once there is a trend.
If everyone is an ambitious person and only sells but does not buy, I wonder if market makers will not dare to wash the market like this in the future... From the perspective of holding experience, Virtual is more comfortable and better than AI16Z. I still hope that the market will not be washed excessively. It is too difficult for the leeks.
You can hype AI Agent coins, but remember: AI Agent does not necessarily rely on crypto. It is humans who really need blockchain and crypto. AI may use crypto in the future, but that is based on the needs of human development. At present, AI Agent does not rely on crypto, and this trend will continue in the next one or two years.
Today's article ends here. We are currently in a bull market, and the situation is turbulent. We share passwords every day. If you don't know what to do in a bull market, welcome to follow us. Bull market spot passwords and layout strategies can be shared free of charge.