Bitcoin is currently priced at 93,989. Although U.S. stocks are opening tonight, the New Year's holiday is approaching, resulting in low liquidity and lack of emotional stimulation, leading to continued market fluctuations. Some news media interpret this as a black swan due to an aviation accident, which has been exacerbated by the sharp decline in U.S. stocks. However, those in our internal group are not surprised by this.
The current trend is weak, maintaining a narrow range at the bottom. The key lies in tomorrow night's monthly close. It's not too difficult; a 3% increase can lead to a positive close. The key factors are the main force and market confidence!
In my article last Friday, I predicted that the weekend altcoin market would not be too bad, and in fact, altcoins did perform well, just in terms of coin value.
Although the prices of various altcoins have not seen significant increases, their performance in terms of coin value is good. If it weren't for Bitcoin's sudden drop of 2000 points last night, the U-based performance of altcoins would have been even better. In any case, the market trend shifting from U-based to coin-based is a sign that the altcoin bull market is starting. Looking back at the altcoin bulls of 2017 and 2021, everyone knew whether they were concerned about coin-based or U-based.
Of course, even with the altcoin market about to arrive, the market remains fragmented. After experiencing several market trends including: inscriptions, runes, AI, DEPIN, RWA, TON ecosystem, SUI ecosystem, MEME, SEC selections, presidential selections, ETF selections, NFT, platform tokens, DESCI, AI AGENT, the strongest narrative should have already emerged, which is AI agents.
Because this is a track that combines the liquidity of memes and the narrative of building value. If early AI memes like goat, fartcoin, act, etc. had meme attributes > build attributes, then later AI agents truly have build attributes greater than meme attributes.
For example, the skyrocketing aixbt over the weekend has now grown into a top KOL on a certain platform. This reflects the progress of AI agents in the last month. Framework agents like ai16z, zerebro, and arc all have code updates and product iterations to prove themselves. Virtual can even create an ecological sector, with projects like game, aixbt, and luna boasting market values of hundreds of millions. Many traditional investors or VCs who used to play value coins find it easy to accept these projects, similar to how they viewed DEFI in the last bull market. Moreover, this sector also enjoys meme-level traffic support.
My prediction is that by 2025, there will be at least three billion-level blue-chip projects emerging in this sector. If you missed the last round of DEFI SUMMER that generated hundredfold returns, this round of AI SUMMER will definitely not let you down. Just seize one potential stock; A8/A9 is not a dream.
Today, Grayscale has made another move, adding six new assets to the 2025 Q1 Top 20 list: HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS.
The six tokens that were removed are NEAR, STX, MKR, CELO, UMA, and TON. It can be said that Grayscale is very much keeping up with the version updates; it is indeed a serious player in the market. A total of 283 assets with a market cap of over 100 million were evaluated.
Focus on three core areas:
1. The U.S. election and its potential impact on industry regulation, especially in areas like DeFi and staking.
2. Breakthroughs in decentralized AI technology and the application of AI agents.
3. The growth of the Solana ecosystem.
#GMT热度飙升 #SUI、OP大额解锁 #币安Alpha公布第9批项目
