Today is the last day of 2024, Bitcoin once retraced to 92,000 and then bounced back to 94,000. As 2025 is about to begin, the Trump effect is not far off. Continue to maintain cautious optimism, view the interval adjustments positively, and don't be pessimistic; be patient.
In the evening, Bitcoin's market continues to maintain interval fluctuations, but the amplitude has shrunk to the daily MA7 and the daily bottom interval. If the price cannot break through the resistance level of 95,000 in the short term, it may still face a weakening downward fluctuation.
Pay attention to the support situation near the daily support of 90,600; for short-term support, note the 93,000 support on the 1-hour chart and the 92,000 support on the 4-hour level. The daily levels of 95,000 and 98,200 are particularly noteworthy; if the price rebounds but does not break through these two resistance levels, short-term optimism should still be tempered.
Due to the previous overselling, ETH has recently not followed BTC's decline significantly. The bottom support around 3000-3100 is hard to break. Although there was a net outflow of $55.5 million for the Ethereum ETF yesterday, Ethereum performed relatively well during last night's market drop.
The key market situation still needs to pay attention to this Thursday and Friday; the current situation in the US stock market is not very optimistic, facing the New Year's holiday, and the liquidity of the entire risk market is short-term exhausted, waiting for the holiday to end.
Bitcoin has risen from $44,000 in 2024 to a peak of around $108,000; although there has been a recent adjustment, the increase is still 118%.
For some retail friends who know a bit about operations, this year is a bull market, but the profits from this bull market are far less than expected, and the market is highly volatile. Especially for those chasing highs, they often enter at high points, facing the risks of losses and liquidation.
For example, this month, the market began to adjust from the beginning of the month, and many people chased highs in November and bottomed out in December, with predictable results and heavy losses. Everyone should avoid blindly following the so-called 'rising charts'; they are just bait to lure you in. There is currently no broad market rally, and this kind of blind chasing will only lead you into the abyss of losses.
The direction of operations this month is crucial. If you lack patience and enter the market too early or go against the trend, the losses will be even more severe. Remember, the market is always full of uncertainty; only by being steady can you reap true wealth in a bull market.
Among altcoins, the AI agent track performs the strongest today.
Today, ai16z and eliza both saw counter-trend rises.
From the current trend, the AI AGENT track is developing rapidly; in the future, Binance and Coinbase may list AGENT-type tokens.
The enthusiasm for AI agents has far surpassed meme coins, whether in terms of funds, developers, or attention.
I believe the AI AGENT track may see a major explosion in 2025.
These agents are no longer limited to executing single tasks but can trade autonomously, collaborate with other agents, and interact with humans in innovative ways.
Currently, the leaders in the AI agent track are VIRTUAL, AI16Z, Aixbt, with GAME and ELIZA as the second tier.
AI16Z plans to develop AI's Layer1, while ELIZA has become the number one trending repository on GitHub in December.
Notably, Grayscale Research has updated the list of the top 20 assets in the crypto industry for the first quarter of 2025, adding HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS.
Grayscale stated that this quarter they will focus on three core market projects: the US election and its potential impact on industry regulation, especially in areas like DeFi and staking; breakthroughs in decentralized AI technology and the application of AI agents; and growth in the Solana ecosystem.
So, in terms of investment strategy, I recommend an 80% allocation to Bitcoin because it has the highest certainty, and there is a lot of potential after Trump took office.
The remaining 20% can be allocated to projects in the AI AGENT, HYPE track, and DEFI track.
If funds are limited, you can only choose leading projects; if you have a large amount of capital, you can diversify into some second and third-tier projects.
The on-chain heat is explosive, while exchanges are cold to the point of shaking hands, that's the current situation.
There are too many categories of AI coins; this chart is quite clear, sharing it with everyone.
The AI Agent sector continues to reach new highs, with explosive growth in the ecosystem led by Virtual on Base and ai16z on the SOL chain, which will be one of the important narratives in 2025.
The Base ecosystem's AI track is currently very singular, all centered around building VIRTUAL, and related ecosystem coins like aixbt, luna, game, etc., have all soared. If you are still unfamiliar with AI Agent, you can go experience it.
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 to build a meme ecosystem on SOL, it has really been boosted. ELIZA has also surpassed $100 million, and more institutions and projects are expected to join the ai16z ecosystem. If all projects in the ai16z system migrate to the ai16z chain, a market cap exceeding $10 billion is completely achievable.
Currently, various institutions have already built positions, and more AI targets will appear 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 ai16z's AI agent, the technical architecture of Eliza+TEE, this narrative is really top-notch! Moreover, it's the same project as spore; the spore project itself has gained attention from ai16z, so we have reason to believe it can enter the Ai16z system.
CZ is optimistic about the first quarter of 2025.
Viewpoint content:
1. The first quarter of 2025 will be the most hopeful 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, platform coins such as BGB and GT have both hit new highs, Big Brother is anxious, is he calling for BNB?
Brothers, hang in there, the moment when altcoins triple in a month is not far away.
Let's talk about today's hot topics: Musk's call is really impressive; follow Musk to reap the rewards!
Kekius Maximus
Musk changed his X avatar and nickname to Kekius Maximus. Kekius Maximus is a meme related to pepe, meaning Pepe Emperor. As soon as Musk changed his avatar name, it shot up nearly 200 times. Honestly, those who closely follow Musk's tweets and analyze his interests can definitely make a fortune.
KEKIUS
Ethereum's peak market cap is 100 million, but hot money is still in the SOL chain! The value of KEKIUS on the SOL chain is undervalued; just ride the big wave of Musk.
PEPE
Musk has changed his avatar to PEPE. It seems the probability of PEPE becoming the second dog's coin is quite high. The meme leader of this round of bull market should be PEPE, which will create the same myth as DOGE and SHIB in the last bull market.
Why do I often urge everyone to hold onto the mainnet meme? Because truly classic meme culture must benefit from mainnet memes; classics are classics; just wait for ETH to break 4k, and you'll see how they perform.
Moreover, few people understand Musk; he is someone who deeply understands the people's will; those who say Musk has ignited Dogecoin are naive; Doge represents the people, and the people are the true masters of the world; Musk is intuiting the psychology of the people. This cycle is PEPE; just wait.
Musk's call this time involved several speeds of feedback:
First tier: The fastest responders directly searched for the Twitter name Kekius Maximus, and then a few memecoins appeared, and they jumped in immediately;
Second tier: Reacted slowly, waited for others to feed them, then jumped in all at once;
Third tier: After discovering that everything related to Kekius Maximus has skyrocketed, I began to look around and saw that Kekius Maximus and KEK were related, and I jumped right in;
Fourth tier: After thinking for a long time, I feel that Musk is calling for PEPE, and then I jumped in all at once; everyone is now thanking Musk for the final big gift at the end of the year.
The results of the new concept coin melee are out, currently 'three countries are in a stalemate'.
Due to the rapid emergence of the hype, the Kekius Maximus concept memes are still in a relatively PVP state, with scams and rug pulls rampant. Currently, there are three winners in Dexscreener's trading volume ranking:
SOL chain KM, market cap 39M;
SOL chain KEKIUS, market cap 10M;
Ethereum mainnet KEKIUS, market cap 81M.
$KM, currently the highest trading volume. This token was created on the same day Musk first mentioned the concept of Kekius Maximus and surged to nearly $2 million in market cap when Musk mentioned it for the second time, but the price has since declined sharply. However, the community account kekius_onsol has remained active until today, catching up with the hot topics.
However, it is worth noting that since the 27th, this coin has seen three instances of wash trading.
The market cap of ETH's $KEKIUS is a bit high, plus the front-row holdings are quite exaggerated, but some say that Old Ma's game sub-account is replying to the ETH chain project team, so judge for yourself.
Which one will you choose?
sol:
$KEKIUS
XC78JjRHnSqaysrHiTrhR8eRngFbvX3rrHyRjWEpump
$KM
HuAncxDEsakCDgZS2Yfo9xJbHmtHXMnxxkT9jqdXnHhm
ETH:
$KEKIUS
0x26e550ac11b26f78a04489d5f20f24e3559f7dd9
Changing an avatar and name means that his hundreds of millions of followers will see it every day as long as he is active; this flow of traffic cannot be compared. 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 currently the highest trading volume SOL chain KM is an old coin, and since the 27th, this coin has seen three instances of wash trading.
On the last day of this year, summarize the annual performance of the 8 major crypto narratives.
Researcher Lim Yu Qian analyzed the price performance of tokens in 8 major narratives for 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, and Layer2 at the bottom, closing at -20.7%.
DeFi, Gaming, Layer2 at the bottom; Layer2 is the only narrative with negative returns.
Which narrative do you primarily hold this year?
Finally, I wish everyone a new year with new hopes and doubled assets!
