1. Attention Value-Market Key Points
1. Market conditions
(1) Macro environment:
l US November CPI data released: Technology stocks surged and Nasdaq hit a record high. Is rate cut a foregone conclusion?
On December 12, the U.S. Bureau of Labor Statistics released the Consumer Price Index (CPI) data for November, showing a year-on-year increase of 2.7%, slightly higher than 2.6% in October and in line with market expectations. Month-on-month, CPI rose 0.3%, higher than 0.2% in the previous month, the largest increase since April this year. The core CPI remained at 3.3% year-on-year and also increased by 0.3% month-on-month, the same as the previous value.
These data boosted market expectations that the Federal Reserve will cut interest rates by 25 basis points at its meeting next week, with the probability of a rate cut exceeding 96%. Analysts pointed out that despite the easing of inflationary pressures, economic growth has shown resilience, making policymakers more open to stimulating economic growth.
Influenced by the news, major U.S. stock indexes rebounded across the board. As of Wednesday's close, the Dow Jones Industrial Average fell slightly by 0.2%, while the S&P 500 rose by 0.8% and the Nasdaq rose by 1.77%, breaking through the psychological barrier of 20,000 points for the first time. Tesla's stock price rose by nearly 6%, leading technology giants such as Google, Meta and Amazon to set new highs. At the same time, crypto concept stocks also performed strongly, with MicroStrategy rising by more than 9% and Coinbase rising by nearly 4%.
(2) Web3 field:
l The US CPI data was released and the crypto market rebounded and Bitcoin returned to $100,000
Affected by the US CPI data released yesterday, the overall crypto market rebounded. Bitcoin rose 4.5%, breaking through $100,000 again, and the price of Ethereum also broke through $3,800. Altcoins generally rebounded and returned to the level before yesterday's decline. Data shows that the US Bitcoin spot ETF had a net inflow of $223 million yesterday, and more than 970 million USDT flowed from Tether to centralized exchanges in the past 24 hours. The market was active and bullish sentiment was strong. In the meme coin sector, Dogecoin (DOGE), Shiba Inu Coin (SHIB), WIF, BONK and FLOKI all rose by more than double digits. In addition, AI concept tokens such as NEAR, ICP and Render also achieved an increase of more than 10%, showing the market's continued attention to emerging sectors.
2. Hot events
(1) Macro environment:
Brian Quintenz becomes the favorite candidate for CFTC chairman, which may affect the crypto regulatory policy under the Trump administration
Brian Quintenz, a former Republican CFTC commissioner, has become a popular candidate to lead the U.S. Commodity Futures Trading Commission (CFTC), which could herald a major shift in crypto regulation during President Donald Trump's administration. According to people familiar with the matter, Quintenz has been interviewed for the position and is currently in charge of policy affairs at a16z Crypto, the digital asset division of venture capital firm Andreessen Horowitz. Although neither Quintenz nor a16z spokesperson commented on this, the news has attracted widespread attention in the market. A spokesperson for the Trump transition team also did not respond to this.
(2) Web3 field:
l Nature reports on ResearchHub: Scientists earn more than professors’ salaries by reviewing papers with cryptocurrency
The world-renowned scientific journal Nature introduced the DeSci project ResearchHub in a report on December 11. This platform incentivizes academic peer review through its native token RSC, and each paper review can receive a token reward of about $150 equivalent to independently review new research papers. The article mentioned that this model provides economic opportunities for some people, especially Pedro Paulo Gattai Gomes, a molecular biology consultant in São Paulo, who said that the income he earned from reviewing papers for ResearchHub has exceeded his salary as a professor in an academic institution. Gomes reviews an average of 15 papers per month and receives ResearchCoin (RSC) tokens worth $150 for each review. He pointed out: "Paid review is just, because it is very unfair to work for free without even a word of thanks."
After the announcement, the price of $RSC surged. According to Coingecko data, RSC surged 22.7% in the past 24 hours, climbing to $1.04 at one point.
3. Hot topic narrative
l The Decentralized Science (DeSci) craze is on the rise again: new opportunities and challenges for the crypto industry
Decentralized science (DeSci) has become a hot topic in the crypto industry recently. According to Google Trend data, this keyword reached a five-year peak in search popularity at the end of November. DeSci is actively addressing fundamental challenges faced by traditional scientific fields such as funding shortages, data sharing and collaboration, and its application scope has expanded to multiple specific areas such as advancing research, reducing the cost of genetic testing and treating hair loss.
With the rise of tokens such as $RIF and $URO, DeSci has attracted a lot of attention and hype from investors, but it has also encountered some doubts and enthusiasm has receded. However, with Nature's coverage and support for ResearchHub today, this track has once again attracted people's attention. DeSci is ushering in an explosive period. According to Coingecko data, the total market value of the industry-leading DeSci token has exceeded US$1.2 billion, highlighting the huge development potential and market recognition in this field.
2. Attention Value-Hot Projects
1. Project Introduction
$arc | AI | @arcdotfun
- Building Rig, a Rust library for building scalable, modular, and ergonomic LLM-driven applications.
- $arc is the token of @Playgrounds0x, the founder of the rig framework.
- Built on Rust, Solana native, with very suitable speed, scalability and security.
- Roadmap: 1. Multi-agent system; 2. Platform-specific proxies (discord, tg, notion, slack, etc.); 3. Proxies with on-chain operation capabilities; 4. Proxies for reading on-chain data; 5. Integration with other proxy (depin) networks; 6. Educational content to help developers better understand their platform.
3. Attention Value-Sector Rotation
1. Hot topics
Source: Dune, Dot Labs
Source: Dune, Dot Labs
2. Inside the plate
