A tendência atual do Bitcoin ainda está bastante confusa. O ajuste geral está na faixa de 90.000-95.000-100.000. Antes do Bitcoin sair dessa faixa, ele terá uma tendência volátil. . O mercado subiu lentamente esta manhã, mas caiu rapidamente à tarde. Esse tipo de tendência de mercado é relativamente comum no final do ano. Afinal, há um grande número de entregas no final do ano, seja para descontar. fora para feriados ou empresas acertando contas, hoje ainda é sexta-feira, ainda há um grande número de opções sendo entregues às 16h, então essa queda é considerada razoável e não terá muito impacto na tendência.
If you're interested, you can take a look at the past year-end market trends, which are generally quite convoluted. Except for 2020, which experienced a monotonous upward trend, other years have all shown a fluctuating market. The real breakout trends usually appear in January of the following year, so there's no need to pay too much attention to the market in the past few days. The market in January next year will definitely not be bad, especially since Trump will be taking office on January 20, and the cryptocurrency market may welcome an unprecedented super bull.
Last night, there was some good data that might lead to a return of market confidence in the coming days. The Bitcoin ETF accumulated 1.5 billion dollars in the four trading days before Christmas. If this capital escape isn’t stopped and reversed in time, it will be difficult for market confidence to recover. Sure enough, the Bitcoin ETF performed well last night, with a net inflow of 475 million in a single day, which is also the main reason for the gradual upward trend in the market this morning. If the positive capital flow can continue tonight, market sentiment will definitely be boosted over the weekend. Even if Bitcoin doesn’t break through 100k, the performance of altcoins won’t be too bad, and we might see a general rise in altcoins over the weekend. Therefore, how the ETF performs tonight is worth our attention.
Speaking of altcoins, although the performance of altcoins in the secondary market has not been good except for platform coins in the past few days, on-chain, especially AI agents, are still thriving.
The top few virtual assets are still maintaining a 3.1 billion FDV, with Fartcoin and AI16Z also having a market cap of billions, completely unaffected by the market correction.
A few newly emerging blue chips, Game has been held for value discovery, previously it was benchmarked against agents like AIXBT and Luna, but now Game has directly switched tracks to benchmark against AI16Z. It has surged 3x in the past few days, and its market cap is already close to AIXBT. I feel that the ceiling will be even higher in the future.
New entrants in the field are emerging continuously, and projects like Spore, which are AI-driven self-replicating, have already produced their third generation.
The market cap of the second generation Adam and Eve is basically around 5 million, while the third generation DREAM FDV has directly surged to over 10 million. It is said that there are two in the third generation, DREAM is community-driven, while Squaid is AI-generated without human participation. Now it's a matter of whether the AI gene is stronger or the human participation is stronger; currently, it seems that community participation is still stronger.
Squaid has already dropped to a market cap of 2 million. Last night there was also a project called Golden Dog SVMAI, which is the AI version of Solscan. It’s similar to being able to analyze someone's wallet with AI at the push of a button. The trading volume is very large, reaching 50 million in 24 hours, and it has already increased more than 100 times, but the FDV is only 5 million, which is also worth paying attention to.
I personally believe that the era of AI agents will last a long time, possibly even longer than the duration of this round of cryptocurrency bull market. This is also the reason why I think at least three AI agents will have a market cap of 10 billion in this cycle.
