Today, Bitcoin set a new historical high at $106,648, marking the first time since 2021 that Bitcoin has risen for seven consecutive weeks, showing very strong performance.
Ethereum has also broken through $4,000, reaching a peak of $4,087.
Among altcoins, ONDO and ENA are performing the most prominently, mainly because the Trump family's crypto project World Liberty has invested in ONDO, ENA, and other projects.
Since November 30, the multi-signature address of the World Liberty project has spent $44.74 million in USDC, investing in six projects: ETH, cbBTC, LINK, AAVE, ENA, and ONDO.
It seems that after Trump takes office, he is preparing for significant actions, as his influence in the crypto space has recently surpassed that of Musk.
This is favorable for Ethereum, DeFi sector projects, and compliance projects.
Currently, exchanges are speculating on DeFi narratives around Trump, while on-chain narratives are mainly focused on AI agents.
The next market theme may revolve around Bitcoin, AI memes and AI agents, and DeFi.
Among them, AI memes and AI agents may become a significant trend, with potential for growth exceeding DeFi and inscriptions.
AI agents in this bull market are more like the metaverse, where the competition is not about applications, but about the imagination space. Whoever has a larger imagination space can attract retail investors and large capital.
2025 might be the AI bull market, with AI agents becoming a major track and attracting institutions and large amounts of capital for speculation.
In such a major trend and sector, there are opportunities for 20-50 times returns, so this sector is worth paying close attention to.
It is worth noting that Michael Saylor has once again released his BTC purchase tracker, which indicates that MicroStrategy is about to announce another massive Bitcoin purchase.
BlackRock also suggests that investors allocate 1-2% of their funds to Bitcoin.
Currently, many of BlackRock's clients have not yet reached a 1% or 2% allocation level, which is something BlackRock needs to focus on moving forward.
From the disclosed data on BTC and ETH spot ETFs, it can be seen that BlackRock's investment in BTC and ETH exceeds $100 million almost every day now.
Moreover, after Trump assumes office on January 20, BlackRock, Fidelity, and Grayscale are very likely to apply for ETH spot ETF staking, and I think the probability of approval is very high.
Once the Ethereum staking ETF is approved, it will further drive up the price of Ethereum.
VanEck released its top 10 predictions for the crypto market in 2025: he believes Bitcoin will rise to $180,000, Ethereum will rise to $6,000, and Sol will rise to $500.
The crypto bull market will reach a mid-term peak in the first quarter and set a new high in the fourth quarter.
They also believe that the number of active on-chain AI agents will exceed 1 million, the NFT market will revive, with trading volume reaching $30 billion.
Bitwise also released its top 10 predictions for the crypto market in 2025, believing Bitcoin will break through $200,000, and AI agent tokens will lead the meme coin trend.
So overall, the current market is mainly speculating around Bitcoin, Ethereum, AI memes and AI agents, and DeFi.
Most of them are within our range, and we have already set up many projects in advance, so now we just need to hold and wait for the rise.
Today, I updated the bottom-fishing projects and entry points in the member group, and you can place orders in advance to set up.
Next, attention should be paid to the Federal Reserve's interest rate meeting held at 3 AM Beijing time on December 19, where I think a 25 basis point rate cut is a done deal.
Also, we are waiting for Powell's speech at 3:30 AM on the 19th, where journalists are likely to ask whether the rate cut in January 2025 will be paused; Powell's answer will likely still depend on the data.