BTC continues to decline; in my opinion, this is a good thing. It’s best if it stays this way until Trump is in office so that there is room for movement afterward. ETH has been performing well these past few days and doesn’t need any further support; it's slowly strengthening. Even if BTC may experience aftershocks, the US-selected altcoins led by Ethereum in January will still be the first to rise, so hold onto the recent altcoins you bought. There has also been considerable buying in ETH ecosystem's Pepe, Puffer, and AAVE, all showing very good trends. Especially Puffer, which rose another 10% today. Every first year of a halving's first quarter is an explosive moment for Ethereum; in 2017 it surged by 518%, in 2021 by 160%, and there's a major upgrade in March that’s very favorable for ETH, which usually starts to rise two months before the upgrade.
The on-chain market is basically moving independently, with almost no drop during the weekend. The TEE concept is currently without other hot topics in the market, and trading volume has decreased significantly. It feels like it will continue to be speculated on the leaders $PHA, $ai16z, $IO, and $SCRT. Market hotspots: 1. AI sector surges: AI16Z, ARC, Zebro (SOL chain), Virtual, AIXBT, Luna (Base chain), Vapor (Hype chain), etc. all rise significantly. AI16Z released a white paper, forming a duopoly competition with Virtual. Vapor may peak after a significant rise. 2. Meme coins rising: SPX, Giga, Would, and other strong speculative coins continue to rise. Would is a meme concept linked to Musk, with a significant market cap increase. 3. On-chain dogs: Tsotchke rises sharply, and on-chain speculation on quantum computing DESCI is increasing. 4. DeFi sector weakening: New US DeFi brokerage legislation strengthens regulation, requiring KYC and tax reporting. Pay attention to two directions to avoid missing out on hot AI projects! It is said that this bull market lacks innovative narratives, but in fact, AI is the most innovative narrative and the most enduring story. Whether in US stocks or crypto, 2025 will definitely be a bull market for AI concepts. When a technology develops to the point where many old projects must adapt and integrate, that technology has already gained market recognition, and all projects combined with that technology are secondary innovations. The current AI track is no longer an independent sector but a general term that continuously combines with other application technology tracks. If you don’t want to miss out on the profitable effects of AI narrative in the bull market, the following two directions need to be closely monitored: Horizontal development (application innovation): The best embodiment of the combination of AI technology and WEB3 is application; serving all WEB3 users is where its value lies. In the process of horizontal development, AI + MEME, AI agents auto-tweeting, AI digital life sciences Desci, AI + DEFI, and AI data are continuously emerging as subdivisions. These all belong to the application development combined with AI, and more traditional applications will increasingly integrate with AI; this area has infinite innovative imagination space. We just need to continue to explore projects that combine AI with new applications, which are the best targets for innovation. Project screening risks: The popularity of a subdivision track will also be accompanied by many mixed projects. Projects without technology often take advantage of hot topics to issue coins for profit; we must know how to screen them. If you really can’t tell, wait for the second surge to choose the leading tracks. Vertical development (technological innovation): The biggest difference between the application of AI technology in the WEB3 field and WEB2 field is decentralization. Besides the need for applications to combine updates, the development of technology also requires updates. Just like the recent combination of TEE and AI, the ultimate goal is to enable AI to achieve complete autonomy to prevent human intervention. This is just an update, not the final version. In terms of technology, AI still has a long way to go to achieve complete decentralization and autonomy; we just need to focus on the first experimental product that continues to update technology to achieve this goal. Project screening risks: The current degree of decentralization of AI technology in the WEB3 field is not high. Just like this pre-sale of Aipool, most players participate based on trust in the endorsement of the ai16z team. As for whether the terminal execution program of Ai pool is open-source, whether there are logical rule bugs in the code, whether the code has been changed during the process, and how the remote authentication feedback results of TEE are, no one is paying attention. Of course, it is also difficult for retail investors to distinguish in terms of technology. To reduce risks, the best we can do is to trust and choose large projects.
However, yesterday there were reports of a photo of a16z's boss with Brother Sun.
Brother Sun is starting to take the stage, indicating that the AI agent market may be a bit overheated, and there is a short-term need for a correction. You can take back the principal first and leave the profits inside to run. Grayscale Research updates TOP 20 focus assets for Q1 2025.
Added HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS. Focus on three core areas: — The US elections and their potential impact on industry regulation, especially in areas like DeFi and staking — Breakthroughs in decentralized AI technology and the application of AI agents — Growth of the Solana ecosystem
Attached TOP 20 tokens:
1-5: BTC ETH SOL LINK SUI
6-10: UNI HYPE AAVE TAO ENA
11-15: OP VIRTUAL LDO HNT AR
16-20: JUP AERO AKT JTO GRASS
The tokens that were removed are NEAR, STX, MKR, CELO, UMA, TON.
The retail coins ACT, Neiro, and Pnut have all started to reverse and rise today.
These three coins WINTERMUTE are the largest holders and have started market making. The drop was significant, but the rebound will also be strong. The strongest rebound is from Squirrel, followed by ACT, and lowercase dog Neiro is close too; it might be that he performed better in the last two days.
$PNUT was able to run out first because a large holder directly bought 1% of the circulating supply, causing the entire market to trade $PNUT; I also notified everyone immediately in the short message.
Currently reached a pressure position; if broken, it will come back to test the 0.77 position.
