Today is the last day of 2024, Bitcoin briefly retraced to 92,000 and then rebounded to 94,000. As 2025 is about to begin, the Trump effect is not far off. Continue to maintain cautious optimism, view the range corrections positively, and don't be pessimistic; be patient.
In the evening, the Bitcoin market continues to maintain range oscillation, but the amplitude of the range has shrunk to the daily MA7 and the daily bottom range. If the price cannot break through the resistance level of 95,000 in the short term, it may still face a fatigue-driven downward oscillation.
The support situation near the daily support of 90,600 is important; short-term support to note is the 1-hour support of 93,000 and the 4-hour level attention is on the support of 92,000. The daily levels of 95,000 and 98,200 are particularly noteworthy; if the price rebounds and does not break through these two resistance levels, the short-term outlook should not be too optimistic.
Due to an early oversell, ETH has recently shown a clear divergence from BTC's decline, and the bottom support at 3000-3100 is hard to break. Although there was a net outflow of $55.5 million from the Ethereum ETF yesterday, Ethereum performed relatively strong during last night's market drop.
The key market situation still needs to pay attention to this Thursday and Friday; currently, the situation in U.S. stocks is also not optimistic, facing the New Year's holiday, and overall market liquidity is short-term depleted, also waiting for the holiday to end.
Bitcoin has risen from $44,000 in 2024 to a peak near $108,000; although there has been a recent pullback, the increase is still 118%.
For some retail friends who understand a bit of trading, this year is a bull market, but the profits from this bull market are far from what everyone expected, and market volatility is severe. Especially for those investors chasing highs, they often enter at peak points and end up facing the risks of losses and liquidation.
For example, this month, the market started to correct from the beginning of the month, and many people chased highs in November and bottom-fished in December; the results were predictable, with heavy losses. Everyone should avoid blindly following so-called 'rising lists', as they are merely bait to hook you. There is currently no broad market rally; such blind chasing will only lead you into a deep abyss of losses.
The direction of operations this month is crucial; if you lack patience, enter too early or operate against the trend, losses will be even more severe. Remember, the market is always full of uncertainty; steady and steady can lead to real wealth in a bull market.
Among altcoins, the AI agent sector is performing the strongest today.
Today, ai16z and eliza both experienced counter-trend increases.
From the current trend, the development momentum of the AI AGENT sector is very strong; in the future, Binance and Coinbase may launch AGENT-type tokens.
The popularity of AI agents has far surpassed meme coins, with high levels of funding, developers, and attention.
I believe that the AI AGENT sector may see a major explosion in 2025.
These agents are no longer limited to executing a single task, but can trade autonomously, collaborate with other agents, and interact with humans in innovative ways.
Currently, the leading projects in the AI agent sector are VIRTUAL, AI16Z, Aixbt, while GAME and ELIZA are the second-tier.
AI16Z plans to develop an AI Layer 1, while ELIZA has already become the number one popular repository on GitHub in December.
It is worth noting that Grayscale Research has updated the list of the top 20 assets in the cryptocurrency industry for the first quarter of 2025, adding HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS.
Grayscale stated that they will focus on three core market projects this quarter: the U.S. elections and their potential impact on industry regulation, especially in areas like DeFi and staking; breakthroughs in decentralized AI technology and applications of AI agents; and the growth of the Solana ecosystem.
Therefore, in terms of investment strategy, I recommend an 80% position allocation to Bitcoin, as it has the highest certainty and a large potential for growth after Trump's inauguration.
The remaining 20% can be allocated to projects in the AI AGENT, HYPE sector, and DEFI sector.
If funds are limited, you can choose only leading projects; if you have more capital, you can diversify into some second and third-tier projects.
On-chain heat is explosive, while exchanges are so cold they are shaking; this is the current situation.
There are too many classifications of ai coins; this chart is quite clear, sharing it with everyone.
The AI Agent sector continues to reach new highs, leading to explosive growth in the related ecosystem under the leadership of Virtual on Base and ai16z on the SOL chain, one of the important narratives for 2025.
The AI track in the Base ecosystem is currently very singular, all revolving around VIRTUAL's construction, and related ecosystem coins like aixbt, luna, game, etc., have all soared. If you are still unfamiliar with AI Agents, you can give it a try.
The ai16z on the SOL chain has already surpassed a market cap of $1.9 billion, as the first project to use industrial investment thinking for meme ecology on SOL, it has truly soared. ELIZA has also surpassed $100 million, and more institutions and projects will join the ai16z ecosystem. If all ai16z system projects migrate to the ai16z chain, a market cap of over $10 billion is completely achievable.
Currently, various institutions have already built positions, and more AI-related targets will emerge in the Ai16z ecosystem, benefiting the following targets:
1. aicell:
AI16z on the BNB chain is basically the earliest form of ai16z.
2, kra:
Officially announced as an ai agent of ai16z, the technical architecture of Eliza + TEE, this narrative is really top-notch! Moreover, it is a project from Spore's same gang, and the Spore project itself has garnered attention from ai16z, so we have reason to believe it can enter the Ai16z system.
CZ is optimistic about the first quarter of 2025.
Content of the opinion:
1. The first quarter of 2025 will be the most promising period for altcoins in the past 36 months, with a model similar to 2021 and 2017.
2. The BNB chain is expected to perform like Eth in the first quarter of 2025, with a target price of at least $1314 and a best target price of $1986.
Recently, both BGB and GT platform coins have reached new highs, big brother is anxious, is he shouting for BNB?
Brothers, hold on, the moment when altcoins triple in a month is not far away.
Let’s talk about today’s hot spot: Musk's calls are really impressive; follow Musk to profit!
Kekius Maximus
Musk changed his X avatar and nickname to Kekius Maximus; Kekius Maximus is a meme related to pepe, meaning Pepe Emperor. The moment Musk changed his avatar name, it surged nearly 200 times. Honestly, those who closely follow Musk's tweets and analyze his interests can definitely make a fortune.
KEKIUS
The market cap on the Ethereum chain has reached a peak of 100 million, but hot money is still on the SOL chain! The value of KEKIUS on the SOL chain is low, and Musk's major hype will do the trick.
PEPE
Musk has even changed his avatar to PEPE. It seems that the probability of PEPE becoming the next big hit is quite high. The leading meme of this bull market should be PEPE, which will create a myth similar to DOGE and SHIB in the last bull market.
Why do I often advise everyone to hold onto mainnet memes? Because truly classic Meme culture must benefit from mainnet Memes; classics are classics; just wait for ETH to break 4k and see how they perform.
Moreover, few people understand Musk; he is someone who deeply understands the people's will; those who say Musk has made Dogecoin popular are just inexperienced; Doge represents the people, and the people are the masters of the world, Musk is guessing the people's psychology. This cycle is PEPE, just wait.
Musk's call this time involves several response speeds:
First tier: The fastest responders directly searched the Twitter name Kekius Maximus, and then several memecoins appeared and jumped right in;
Second tier: Reacted slowly, waited for others to feed, and then jumped in one go;
Third tier: Noticing that everything related to Kekius Maximus has skyrocketed, I started looking around and saw connections to Kekius Maximus and KEK, and jumped right in;
Fourth tier: Thought for a long time, felt that Musk's call was for PEPE, and then jumped in one go; and then everyone was thanking Musk for the last big gift at the end of the year.
The results of the new concept coin melee are out, currently 'three countries stand tall'.
Due to the rapid emergence of hot topics, the memes related to the Kekius Maximus concept are still in a relatively PVP state, with scams and rug pulls rampant. Currently, there are three winners in the Dexscreener trading volume ranking:
SOL chain KM, market cap 39M;
SOL chain KEKIUS, market cap 10M;
Ethereum mainnet KEKIUS, market cap 81M
$KM, currently the largest trading volume. This token was created on the day Musk first mentioned the concept of Kekius Maximus and surged to nearly a $2 million market cap on Musk's second mention before the price fell sharply, but the community account kekius_onsol has remained active until today, catching the hype.
However, it is worth noting that since the 27th, this coin has had three instances of insider buying.
The market cap of $KEKIUS on ETH is a bit high, and the front-row positions are quite exaggerated, but some say the old horse's gaming alt is responding to the ETH chain project team, so you can judge for yourself.
Which one will you choose?
sol:
$KEKIUS
XC78JjRHnSqaysrHiTrhR8eRngFbvX3rrHyRjWEpump
$KM
HuAncxDEsakCDgZS2Yfo9xJbHmtHXMnxxkT9jqdXnHhm
ETH:
$KEKIUS
0x26e550ac11b26f78a04489d5f20f24e3559f7dd9
Changing avatars and names means that his hundreds of millions of followers will see it every day as long as he is active; this flow of attention is incomparable. The risk is that you never know when he might suddenly change it back, which is the biggest risk; that's what you're betting on.
Laser Cat BitClout voting: 80% of users believe Musk can only hold on for a week.
It is worth noting that the current largest trading volume SOL chain KM is an old coin, and since the 27th, this coin has had three instances of insider buying.
On this last day of the year, let's summarize the annual performance of the eight major crypto narratives.
Researcher Lim Yu Qian analyzed the price performance of tokens for the eight major narratives of 2024 based on CoinGecko market data.
The results show that AI, MEME, and RWA performed the best, with AI and Meme increasing over 20 times, while Layer 2 lagged behind, down 20.7%.
DeFi, Gaming, and Layer2 lagged behind, with Layer2 being the only narrative with negative returns.
What narrative do you mainly hold this year?
Finally, I wish everyone a new year with new expectations and doubled assets!
