1. Attention Value - Market Key Points
1. Market conditions
(1) Macro environment:
Fidelity Digital Assets Forecast: More countries will include Bitcoin in their strategic reserves by 2025
Fidelity Digital Assets pointed out in its latest research report that more countries are expected to include Bitcoin in their national strategic reserves in 2025, a trend that will drive the development of the cryptocurrency market. The report was published on January 7 by analyst Matt Hogan and is titled " 2025 Outlook". Hogan mentioned that more and more countries, central banks, sovereign wealth funds and government finance departments will seek to establish strategic positions in Bitcoin. In addition, Hogan pointed out that not including Bitcoin in strategic reserves may face greater risks, especially in the context of growing economic challenges such as hyperinflation, currency depreciation and fiscal deficits. He also mentioned that if the United States continues to advance its Bitcoin strategic reserve plan, other countries may begin to secretly accumulate Bitcoin, because publicly announcing such a plan may attract more buyers, thereby pushing up prices.
(2) Web3 field:
l Strong U.S. employment data suppresses expectations of rate cuts, and the crypto market fluctuates violently
Data released on Tuesday showed a strong U.S. job market and accelerating service sector inflation, both of which significantly dampened expectations for the Fed's rate cuts. Market analysts believe the Fed may only cut rates once in 2025 , less than the two times predicted in the previous dot plot. After the data was released, the three major U.S. stock indexes fell across the board, and the cryptocurrency market also fluctuated violently. Bitcoin fell sharply after the U.S. stock market opened, from more than $ 100,000 to $ 96,181 , a drop of more than 4.8% in 24 hours . Despite a rebound in the morning, the overall downward trend has not been reversed. Ethereum and other altcoins performed even worse, with most currencies falling by more than 10% , and market sentiment was clearly depressed. In addition, after two consecutive days of large net inflows, the Bitcoin spot ETF turned to a net outflow of $ 544 million on Tuesday, the largest net outflow in nearly 10 days. This series of changes reflects the market's concerns about the future economic situation and investors' uncertainty about the direction of the Fed's policy.
2. Hot events
(1) Macro environment:
Musk supports Bitcoin advocate Poliev, Canadian political situation draws attention
Elon Musk recently praised Pierre Poliev, a pro-Bitcoin candidate for Canadian prime minister, a move that comes after Musk slammed European politicians for days. Musk retweeted a video of Poliev in which he argued that the best way to deal with inflation is to cut government spending, to which Musk said: "Perfectly put." As leader of Canada's Conservative Party, Poliev is running for prime minister, and current Prime Minister Justin Trudeau announced his plans to resign on Monday. Polls show that Canadian voters are particularly concerned about the cost of living. Poliev has long been a supporter of Bitcoin. He has appeared on multiple cryptocurrency podcasts and expressed his vision of making Canada the "global blockchain capital." As early as 2022 , he said that Canadians should have the right to use other currencies such as Bitcoin because the government is "ruining" the Canadian dollar. On the prediction market Polymarket , Poliev's chances of winning the prime ministership are considered as high as 89% , far exceeding the second-ranked Chrystia Freeland.
(2) Web3 field:
Bitcoin enterprise adoption enters a new phase: Public companies follow MicroStrategy
As interest in digital assets continues to rise, Bitcoin's corporate adoption has entered a new phase, with more public companies following MicroStrategy's lead and adding Bitcoin to their balance sheets. In 2024 , companies such as Metaplanet , Semler Scientific , and MARA Holdings have adopted Bitcoin financial strategies. KULR Technology Group became the first company in the second wave, listing on the New York Stock Exchange.
As of January 7 , some public companies have announced Bitcoin financial strategies, but have not yet made actual purchases. For example, Acurx Pharmaceuticals and Hoth Therapeutics have approved their respective Bitcoin purchase plans. LQR House announced that it would accept cryptocurrency payments and reserve up to $ 10 million in Bitcoin payment funds. SOS Limited also approved a $ 50 million Bitcoin purchase plan. These companies' adoption of Bitcoin reflects the market's recognition of it as an asset, and also shows the strategic adjustments of enterprises in dealing with inflation and liquidity needs.
3. Hot topic narrative
BIO Protocol launches six new IP tokens covering cutting-edge medical and technological fields
BIO Protocol announced on January 7 that six new IP tokens are now officially available for trading. These tokens cover a number of cutting-edge medical and technological fields, including Alzheimer's disease ( CLAW ) , industrial hemp fiber ( HEMPY ), ovarian aging ( OVARIA ) and cryopreservation ( CRYORAT ).
Alzheimer's disease ( CLAW ) : The project is developing Percepta® using cat's claw from the Amazon rainforest . Percepta® is based on the PTI-777 extract of cat's claw, which has been shown to penetrate the blood-brain barrier. Studies have shown that proanthocyanidin B2 extracted from PTI-777 significantly reduced brain plaque load in mice and improved hippocampal-dependent memory. Percepta® is already on the market as a memory support dietary supplement, but there is currently no human clinical data to support the preclinical study results. The project will conduct in vitro and clinical studies to measure the efficacy of Percepta® in humans.
Industrial Hemp Fiber ( HEMPY ) : In collaboration with Professor Georg Gübitz of the Austrian Center for Industrial Biotechnology (ACIB) , Hempy has developed an innovative process for modifying hemp fibers to make them more suitable for textile applications. These improvements include making the fibers smoother, more flexible and water-resistant. The project will release a research update after development begins in February 2025 .
Ovarian Aging ( OVARIA ) : The project aims to investigate the role of the cGAS-STING pathway and cellular senescence in ovarian aging, with a focus on developing treatments to prevent the loss of ovarian reserve during aging and to improve ovarian reserve in patients with DOR and those receiving chemotherapy.
CRYORAT : CRYORAT is a two-year research program with the goal of preserving and resurrecting whole mice at extremely low temperatures. During the project, cryogenic whole-body resuscitation will be attempted step by step.
2. Attention Value - Hot Projects
1. Project Introduction
l $buzz | AI agent | @askthehive_ai
- Making decentralized finance ( DeFi ) easily accessible and understandable to everyone through @askthehive_ai ’s interoperable AI agents .
-This project is an entry for the Solana AI Hackathon, DEV is @jsonhedman .
-The project's code has been open sourced on GitHub , and 5% of the token supply will be locked for one year.
3. Attention Value - Sector Rotation
1. Hot topics
Source: Dune , Dot Labs
Source: Dune , Dot Labs
2. Inside the plate
Source: Dune , Dot Labs
