1. Attention Value-Market Key Points
1. Market conditions
(1) Macro environment:
l The cryptocurrency market rebounded due to the expectation of Trump's inauguration, and related concept coins rose sharply
As Trump is about to take office in 2025, the cryptocurrency market has rebounded significantly, and related concept coins have generally risen. Among them, TRUMPCOIN rose by 469.3% in 24 hours, TRUMP rose by 59.6%, FIGHT and MAGA rose by 48.2% and 41% respectively. Investors are full of expectations for Trump's commitment to the crypto industry. Trump repeatedly expressed his support for the crypto industry during the campaign and won the support of key figures in the industry.
Sean Farrell, head of digital assets at Fundstrat, pointed out that the first 100 days of Trump's term will be critical, as this period is often seen as a yardstick for the new president's efficiency. Although no specific plans have been announced, investors are focusing on whether Trump will fulfill his promise to establish a strategic Bitcoin reserve and whether regulatory policies on cryptocurrencies will be relaxed.
Hunter Horsley, CEO of Bitwise, mentioned that the Trump administration may relax merger and acquisition regulations, which may prompt large technology companies to accelerate integration, thereby promoting the development of the cryptocurrency industry. He emphasized that the core concept of cryptocurrency is distrust of large institutions, and the merger and acquisition behavior of large companies may further highlight the importance of decentralization.
(2) Web3 field:
l The crypto market has seen a rebound in the new year, with Bitcoin and Ethereum rebounding strongly, and AI concept coins adjusting significantly
The crypto market rebounded significantly in the new year. Bitcoin bottomed out and rebounded after a drop of nearly 15%. It is currently fluctuating around $99,000. The market is bullish and may challenge the $100,000 mark again at any time. Ethereum also performed relatively strongly, rising by more than 18% in the past two weeks. Other altcoins also rebounded sharply. After rising for many consecutive days, AI agent concept coins have ushered in a large adjustment. For example, ai16z fell 10.7% in 24 hours, ZAILGO fell 34.2%, SWARMS and ELIZA fell 24.7% and 15.1% respectively.
Financial events to watch this week include the December FOMC meeting minutes and the December non-farm payrolls report released on Friday. The minutes provide an intuitive understanding of the Fed officials' views on the US economic outlook and whether they believe the risk of slowing economic growth is rising. These factors will have an important impact on future market trends.
2. Hot events
(1) Macro environment:
Metaplanet plans to increase its Bitcoin holdings to 10,000 by 2025 to boost its influence in Japan and around the world
Metaplanet CEO Simon Gerovich announced that the company aims to increase its Bitcoin holdings to 10,000 by 2025 to enhance its influence in Japan and the global Bitcoin ecosystem. Currently, Metaplanet holds 1,762 Bitcoins, making it the largest corporate Bitcoin holder in Asia and the 15th largest among listed companies. Gerovich said at MicroStrategy CEO Michael Saylor's Bitcoin New Year Party that if President Trump uses Bitcoin as a strategic reserve, many countries may follow the United States' approach. He emphasized that Metaplanet is not just creating a company, but promoting a movement about Bitcoin.
(2) Web3 field:
Vitalik Buterin reviews the concept of decentralized acceleration and discusses the importance of AI safety regulation, cryptocurrency and public product financing
In his latest long article "d/acc: one year later", Ethereum founder Vitalik Buterin reviewed the development of the decentralized acceleration (d/acc) concept he proposed last year, focusing on three key issues: artificial intelligence safety regulation, the role of cryptocurrency in d/acc, and public product financing. In terms of AI safety, Buterin proposed two main strategies: first, establish a responsibility system to set reasonable legal responsibilities for AI users, deployers, and developers; second, establish a global "soft pause" mechanism at the industrial hardware level to reduce 90-99% of global computing power when necessary. He believes that these measures can effectively deal with the potential risks brought by AI. Regarding cryptocurrency, Buterin pointed out its three major connections with d/acc: the extension of values, the formation of an early adopter community, and the complementarity of technology. He emphasized that the contributions of the crypto community in areas such as prediction markets and zero-knowledge proofs have demonstrated the importance of crypto technology in promoting decentralization and democratization. In addition, the article also explores innovative public product financing mechanisms, including quadratic financing, retroactive public product financing, and deep financing, emphasizing the importance of decentralized financing for the development of open source projects. Buterin believes that a strong public product funding mechanism can promote the popularization of open source technology, reduce monopoly risks, and provide stable financial support for d/acc. Despite the current challenges of rapid technological development and reduced global cooperation, Buterin believes that new tools such as AI and biotechnology provide humans with the ability to cope with these challenges. He is full of confidence in the future and looks forward to achieving a safer and freer world through decentralized technology.
3. Hot topic narrative
Swarms announces major upgrade plan to launch new features to improve AI agent collaboration and market performance
On January 6, Swarms founder Kye Gomez announced a major upgrade plan for the market section, launching seven core features, including automated proxy deployment, paywall integration, and token payments. Developers can use SWARMS tokens for proxy transactions through the Phantom wallet and receive rewards based on quality assessments. In addition, the new version will also introduce features such as one-click cloud deployment API, real-time chat, and data tracking, aiming to enhance the automation of the ecosystem and creators' earnings.
The core concept of Swarms is to use collective intelligence to solve complex problems through the collaboration of multiple AI agents. This system not only supports seamless integration with external AI services and APIs, but also provides agents with almost unlimited long-term memory to enhance contextual understanding and allow customized workflows. Its high reliability and scalability, coupled with the ability to automatically optimize language model parameters, enable Swarms to more effectively address complex challenges.
Previously, the market value of SWARMS tokens exceeded $300 million, setting a record high, but as of January 6, the market value fell back to $270 million, a drop of 24.7% in 24 hours. Despite this, according to the monitoring of on-chain data analyst @ai_9684xtpa, the top 1 whale address holding SWARMS has not yet sold or transferred its holdings, and still holds 60.129 million SWARMS.
2. Attention Value-Hot Projects
1. Project Introduction
l $hive | AI agent | @HiveSolana
- Narrative: HIVE has built an infrastructure that enables AI agents to deploy tokens based on viral trends. The system monitors Twitter API, TikTok data streams, and Google Trends, analyzes popular content on mainstream news media and social platforms, and uses Pump Fun's verification framework to deploy tokens and automatically distribute revenue to HIVE holders.
- Token distribution: HIVE will randomly acquire 1%-3% of the total token supply, 50% of which will be used for unilateral Raydium CLMM liquidity provision, and the other 50% will be used for gradual sell-off within 24 hours.
- Profit distribution: 40% will be used to repurchase and destroy HIVE tokens on the market, 40% will be distributed to the first 250 holders in the form of SOL, 10% will support the growth of AI ecosystem projects, and the remaining 10% will go into the treasury to support subsequent deployment.
- Currently, HIVE has successfully deployed the first token, but it failed in the early stage due to limitations of the Raydium API. The development team has fixed this problem.
- HIVE's current highest market value is 12M and is currently correcting.
3. Attention Value-Sector Rotation
1. Hot topics
Source: Dune, Dot Labs
Source: Dune, Dot Labs
2. Inside the plate
Source: Dune, Dot Labs
