Changes at the macro level are minimal, the Christmas holiday has begun, and the weekend rebound is generally weak, with only some trends performing strongly.
Morning market summary:
1. The AI sector has mixed performance, market enthusiasm remains, but investment should be cautious to avoid greed and bravely face the losses from selling.
2. The meme sector had a strong rebound over the weekend, particularly LUCE and PNUT; although PNUT's rebound was limited, the trading volume was relatively strong.
3. Eugene is optimistic about MOODENG, CHILLGUY, PNUT, and GOAT, suggesting a regular investment in the meme sector, waiting for future returns.
4. Messari's year-end report discloses analyst holdings, including $BTC, $SOL , $ETH, $PEPE , $AI16Z, etc., with HYPE having the highest holding ratio.
5. Market rumors suggest that pumpdotfun will initiate an airdrop at Christmas, although officially denied, the airdrop is worth attention.
6. Barclays expects the Federal Reserve to pause rate cuts until mid-2026.
