Market dynamics and focus analysis:

1. BTC plunge triggers weekly adjustment, market focuses on new Meme on chain

Bitcoin fell sharply and entered a weekly adjustment period. At the same time, the United States plans to sell $6.5 billion worth of BTC related to the Silk Road case, further exacerbating market pressure. Altcoins fell across the board, but funds poured into new Meme projects on the chain, and speculation remained hot.

2. AI Meme sector hot spots emerged

• LLM and PIPPIN led the rise:

LLM, as an AI Meme that mocks a16z, performed strongly, and market hype was high; PIPPIN transformed from AI Meme to a framework platform, attracting wider attention.

• Trend interpretation:

Under the current AI narrative, the performance of each sub-sector is differentiated, but the framework platform and AI Meme are obviously easier to stand out, and the market logic is similar to the rise of public chains and MEME projects.

3. Game framework STEALTH emerges

STEALTH has risen strongly and is a representative project of WEB2 traditional games to AI game chains. On the ROBLX platform, STEALTH's mini-game has more than 2 million daily active users, and has reached a cooperation with a16z's ELIZA platform, becoming a new focus in the field of AI games.

4. Metaverse project AVA performs well

As a pioneer project in the metaverse's transformation into a personal AI agent, AVA has seen an increase this week, with a market value of $250 million, gradually attracting the attention of funds.

5. Meme coin KEKIUS rebounds, Musk calls for orders again

As a popular meme coin on the ETH chain, KEKIUS rebounded after a 80% correction from its high point. Despite a sharp correction, its transaction volume still ranks among the top three Memes on the ETH chain. With Musk's call for orders, the market speculates that KEKIUS may be similar to WOULD and usher in a second wave of market conditions again.