Notícias do mercado:
Podemos nos concentrar no progresso do ETF spot SOL e do ETF prometido pela Ethereum depois que o novo presidente da SEC assumiu o cargo em 20 de janeiro.
Agora, o mercado espera que Trump cumpra a sua promessa após tomar posse, por isso estou relativamente optimista em relação ao mercado no primeiro trimestre deste ano.
Se Trump começar a cumprir suas promessas assim que tomar posse em 2025, os preços do Bitcoin e do Ethereum poderão explodir novamente.
Depois que Trump assumir o cargo, a reserva estratégica nacional de Bitcoin provavelmente começará a avançar. Os fundamentos de longo prazo do Bitcoin serão muito fortes.
Now, more and more countries around the world hold Bitcoin, including the United States, China, the United Kingdom, El Salvador, and Switzerland.
According to Polymarket data, there is a 74% chance that new countries will buy Bitcoin this year.
First quarter market outlook: capital inflow, bullish momentum
Before January 20, the market correction is expected to be limited, and altcoins are likely to embark on a journey of several times growth in the first quarter. Yesterday, there were frequent actions in the capital market, with a large-scale issuance of USDT, and funds enthusiastically bottoming out. Bitcoin spot ETF had a net inflow of $908 million, and Ethereum spot ETF had a net inflow of $58.7878 million. The giant MicroStrategy is even ambitious, planning to issue $2 billion in preferred stock to support Bitcoin and intends to buy $2 billion worth of BTC in the first quarter, injecting a strong dose of confidence into the market. Overall, the bullish atmosphere for the first quarter is strong.
ETH: Double positives overlap, shining in the first quarter
As Ethereum is the 'top stream' of the crypto market, the March 2025 Pectra upgrade (including the Prague upgrade) is highly anticipated. Market speculation is usually ignited in advance, and January is undoubtedly a golden window for layout.
The ETH staking sector is also expected to become a hot market, and potential related projects should not be underestimated:
ETHFI: A dark horse in the staking track with huge potential.
SSV: Holding the core technology of distributed validation nodes, driving industry change.
LDO: firmly seated at the top of Ethereum staking market share.
RPL: A key force in decentralized staking protocols, leading the wave of innovation.
Furthermore, if the Trump administration allows ETH ETFs to participate in staking through legislation, it will surely add fuel to the bullish sentiment in the ETH market, pushing prices upward. Meanwhile, the March Ethereum Prague upgrade is a significant favorable factor, and buying Ethereum-related assets at low points may be wise. Additionally, Trump will officially take office on January 20, and the 'Trump sector' has quietly become a market focus, so investors might want to keep an eye out for potential opportunities.
Combining the current market situation, an analysis of the currently hot AI Agent ecological projects:
The standards mainly have three points:
1. The long-term value of the project;
2. The authenticity of market demand;
3. Cash flow income situation
Virtuals
Virtuals has issued a total of 1 billion tokens, which have now all been released. The token distribution is as follows: 60% held by the public, 5% in the liquidity pool, and 35% as an ecosystem treasury, with a maximum release of 10% each year over three years. Currently, the ecosystem fund holds more than 30% of the tokens.
In the long run, this project addresses the issue of non-AI professionals being unable to participate in the AI boom, has a certain user base, and the token economy is very transparent. Their marketing is also well done; in terms of market capitalization, as the leader of the AI Agent ecosystem, it has hardly been adjusted, so a large-scale adjustment is very likely to happen later. Therefore, the short-term risk is relatively high.
ai16z
This token has a total supply of 1.09 billion pieces, and the project operates in a DAO manner. According to core influencer Shaw, ai16z will launch several games based on the Eliza framework in the future, and they plan to spend more effort creating a practical Al Agent investment tool—DeFi Al Agent. The founder stated that ai16z's goal is not to imitate a16z's AI robot but to beat it in its strongest investment field.
Its long-term value lies in DeFi Al Agent, but this demand feels like a pseudo-demand, reverting to the logic of the previous AI bot.
SWARMS
Swarms is a super cool AI agent multi-agent framework that provides various clustering architectures and seamless third-party integration. In simple terms, it allows businesses to easily build and manage collaboration between multiple AI agents to accomplish complex business tasks. The main users of Swarms are enterprise B-end, providing enterprise-level AI agent applications.
As an open-source project, Swarms has sparked enthusiastic attention in the developer community, with GitHub stars surpassing 2.1K, gaining the wisdom and support of numerous developers. Therefore, all that Swarms has accumulated confirms the maturity and innovation of the technology. Swarms' technical capabilities are stronger, and market demand is robust (enterprise-level), so it will undoubtedly stand out in the AI agent competition.
GRIFFAIN
Griffain is a Solana-based project—an artificial intelligence agent engine, somewhat similar to Copilot and Perplexity. It is one of the closest projects to an Agentic APP. The ultimate form of the search engine in the AI era should be for users to directly state their needs, and AI to provide results or solutions directly, rather than just providing webpage links. One of the catalysts for this project is its open access mechanism, and as a leading agent engine, Griffain undoubtedly attracts a lot of market heat.
AIXBT
Aixbt is an agent based on the Base platform, specifically monitoring Crypto Twitter and market trends. It provides users with valuable market insights through intelligent analysis tools. Some analyses are shared on Twitter, but more content is restricted to token holders. Holders can interact with the agent through an exclusive terminal.
