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O mercado criptográfico teve um forte desempenho no fim de semana, com o Bitcoin ultrapassando os 98.000 e o Ethereum se aproximando dos 3,65 mil, indicando uma forte tendência geral. Embora algumas altcoins tenham recuado na madrugada, SOL e BNB mantiveram altas e o sentimento do mercado foi positivo. Se você está preocupado com a instabilidade do mercado, preste atenção se a Fundação Ethereum começa a vender moedas como um sinal para reduzir sua posição.
A seguir, analisaremos as últimas tendências na trilha Meme, na trilha AI e no campo DeFi, e nos concentraremos nos próximos projetos para ajudar todos a aproveitar as oportunidades de investimento desta semana.
1. Resumo de notícias diárias da Web3
2. Organize os eventos do dia anterior
(1) Market aspect
The weekend actually went quite well, continuing a good trend since the beginning of this year.
Bitcoin has reached 98,000, and Ethereum is around 3,650. Although the entire altcoin market saw some decline in the early morning, especially with AI Agent dropping significantly, the overall trend over the weekend was still dominated by increases. So the performance is indeed quite good, with SOL and BNB also maintaining relatively high positions, which makes us look forward to this week's market.
If everyone still feels that the entire market is currently shaky and uncertain about when to reduce positions, then we should look at when the Ethereum Foundation starts selling 100 ETH. Once they start selling coins, we can directly begin to reduce positions in altcoins. This overall operation should be quite good.
(2) Meme track aspect
First, let's take a look at the entire Meme track, which has started to gain momentum in recent days:
Doge reached a high of 0.39 on Saturday, and several attempts were made to break 0.4 on Sunday. However, it appears that there was no breakthrough. The recent increase in Doge is mainly due to X Payment undergoing testing, and Doge is likely to become a major currency for payments on Twitter in the future.
PEPE has also shown an upward trend, but there has indeed been a rebound; the overall trend of the little penguin remains strong, still around 0.04.
Currently, it appears that mainstream Meme projects have indeed begun to show strength, but overall prices have not exhibited a particularly strong trend, so we should remain cautious.
On Saturday, we saw Sun Brother also tweeted 'All in AI', and after this tweet, the entire AI track experienced a significant drop. Although on Saturday, projects like SWARMS and the entire AI Agent track were performing strongly, by Sunday, Sun Brother's curse indeed took effect.
Today, we saw a significant decline across the board for AI Agent, dropping at least 20% from a relatively high point on Sunday morning. SWARMS, at its peak, almost broke 0.4 but is currently at 0.27, so Sun Brother's curse is indeed well-deserved.
Aside from Sun Brother's curse, today we also saw the founders of SWARMS and AI16z arguing on Twitter. Recently, we have also observed the community's intense discussions about Binance's upcoming launch of the Megadrop project SOLV. Understanding these arguments isn't really useful; as small investors, we should focus on how to make money, which is the most important thing.
Shifting focus to some new Meme projects on the chain. Two projects emerged throughout Sunday: the first is BOLT, and the second is GNZ.
The BOLT project reached a market cap of nearly 400M at its peak, so those who invested should have had a good return; meanwhile, GNZ quickly surged last night with a market cap that once exceeded 50M. The price trend was also very strong, and the background of GNZ is quite good, with key team members being part of a relatively active core team in SOL.
(3) DeFi track aspect
Returning to the entire mainstream DeFi sector.
The overall mainstream DeFi sector did not exhibit particularly strong market trends over the weekend. ENA reached 1.25, still at a relatively high point, and UNI and AAVE have retraced to the price levels from which they initially began to rise. Thus, for the overall increase in mainstream DeFi, we will have to wait for Trump to take office for any potential unblocking effects; otherwise, other aspects are indeed not very promising.
(4) Projects worth paying attention to
So this week, I recommend paying attention to three projects:
The first project, Dark Seraphim, will be launched today, Monday. This game is considered a major title in the entire GameFi sector. However, it seems that aside from a lively player group, there hasn’t been much buzz in the community. Moreover, it seems that this project did not spend money on promotions. Currently, it’s listed on Bybit and Hashkey, but I haven’t heard any news from other major exchanges. Additionally, this project completed its NFT snapshot on January 5, leading to a decline in NFT prices. The project team, however, seems to have chosen not to provide support. Thus, if the project's performance post-TGE is unsatisfactory, the player community may turn into a rights protection group.
The second project is Sonic, which will be launched this Tuesday. This project has a significant opportunity to surge in the secondary market. First, as a leading project in the Web3 and TikTok ecosystem, it is indeed worth our attention. Furthermore, this project has not been listed on Binance; it is only listed on OK. Recently, new coins launched on OK have performed relatively well, so we can evaluate how much to invest based on the opening price of this project on OK and plan accordingly based on its market cap.
At the same time, there is a brand new project in the community called Benjamin. This project is somewhat similar to the previous Kaito, where users can tweet to tag him and accumulate points. These points may later be exchanged for some tokens. However, this detail is still in a relatively early state, but many KOLs have also tweeted about this project. We will keep an eye on it.
3. Summary
Currently, in the secondary market, almost no one can make money. Listing on Binance has basically become an exit for selling. We saw BIO drop from 1 to around 0.6 after listing, with no signs of any increase in between. The last Launchpool project on Binance showed similar trends, so people feel that listing on Binance may actually be a terminal point, leading to declines.
Currently, community interest remains focused on the entire AI Agent, and we noticed that discussions about AI Agent were very heated over the weekend.
However, with Sun Brother’s statement 'All in AI', the AI track has experienced a temporary slowdown. I remember last year, Sun Brother’s statement 'All in inscriptions' also led to a halt in inscriptions, so one must believe in Sun Brother’s curse.
Some market trends this week should lay the foundation for the entire market's development in January. As for how Trump will speak after taking office, we will take it as it comes. The main turning point still depends on when the Ethereum Foundation starts selling coins. As long as they start selling, we can follow suit.
