1. Attention Value-Market Key Points
1. Market conditions
(1) Macro environment:
Microsoft shareholders reject Bitcoin investment proposal
On December 11, Microsoft's major shareholders voted against the company's proposal to invest in Bitcoin in a vote on Tuesday. The proposal was put forward by the National Center for Public Policy Research (NCPPR) and suggested that Microsoft invest 1% of its total assets in Bitcoin as a strategy to hedge against inflation. Microsoft's board of directors had previously recommended that shareholders reject the proposal on the grounds that the company prefers to invest in assets with less volatility.
At the annual meeting, MicroStrategy founder Michael Saylor gave a three-minute speech trying to convince shareholders to support the proposal. He pointed out that Bitcoin is an excellent inflation hedge and emphasized that if Microsoft invests in Bitcoin, its market value could increase by nearly $5 trillion in the next decade. Despite Saylor's powerful arguments, shareholders ultimately chose to support the board's position and rejected the proposal.
Data shows that Microsoft's largest shareholders are institutional investors, including Vanguard and BlackRock. This may be because Microsoft shareholders remain cautious about cryptocurrency investments and choose to avoid the current cryptocurrency craze.
(2) Web3 field:
Solana on-chain AI Meme tokens achieve another success
On December 11, AI meme tokens on the Solana chain performed well again. According to GMGN data, the market value of the meme token ALCH (Alchemist AI) exceeded $150 million, a record high, and rose 32.8% in 24 hours. ALCH is a code-free development platform that allows users to generate applications through natural language. At the same time, the market value of the AI-driven venture capital DAO token ai16z also exceeded $800 million, setting a new record high again, with a 24-hour increase of 52.4%. ai16z is fully managed by Marc Andreessen. The goal of the fund is not to create an artificial intelligence that imitates a16z founder Marc Andreessen, but to surpass him in the areas where he excels. In addition, DEGENAI (Degen Spartan AI) rose more than 70% in 24 hours, and its price has risen more than 6 times since it was listed on HiBT. DEGENAI is a meme coin on the Solana chain and the official character coin of ai16z. The strong performance of this series of tokens shows that the market's enthusiasm for AI and meme tokens continues to rise.
2. Hot events
(1) Macro environment:
MicroStrategy is expected to join the Nasdaq 100 Index ETF on December 23 and may purchase $2.1 billion in shares
According to Crypto Briefing, MicroStrategy is expected to officially join the Nasdaq 100 Index on December 23, and the official announcement is expected to be released on December 13. James Seyffart, an ETF analyst at Bloomberg, predicts that the ETF tracking the index will purchase about $2.1 billion in MicroStrategy shares, which accounts for about 20% of the company's daily trading volume. MicroStrategy is expected to become the 40th largest component of the Nasdaq 100 Index, with a weight of 0.47%.
(2) Web3 field:
Maverick Protocol launches Goose.run, a new platform combining DeFi and Memecoin
Maverick Protocol has launched a new memeFi platform on the Base chain, Goose.run, which aims to introduce DeFi into the memecoin field. As a meme platform that is comparable to Pump.fun, the Goose.run platform not only has core functions that match it, but also allows users to use memecoin for lending, and token holders can double their memecoin purchases through leveraged long positions. Built by independent developers in the Maverick community, Goose.run integrates multiple functions such as a meme coin launch pad, leveraged trading, and liquidation-free lending, community governance, and gamified user experience. Its pioneering liquidation-free meme coin lending function solves the liquidation risk caused by high market volatility. Users holding veMAV will be able to participate in the meme coin pool incentive distribution voting on Goose.run, thereby obtaining a share of the meme coin transaction fees. This mechanism creates more usage scenarios and revenue opportunities for veMAV holders, while further enhancing the value of the ecosystem governance token MAV.
3. Hot topic narrative
l "Cult-like community" NFT Meme coin CULT is officially launched. The unconventional token distribution and claiming have caused heated discussions
On December 11, the Meme coin CULT launched by Milady founder Charlotte Fang was officially launched. After nearly six months of waiting, the market response was enthusiastic. After the launch, the market value of CULT once reached 1.2 billion US dollars, but then quickly pulled back. CULT conducted a pre-sale fundraising in mid-June, raising about 20.5 million US dollars in a short period of time, which attracted great attention from the market. However, the news of the token launch has not arrived, which disappointed many participants. After months of waiting, CULT was finally officially released today. The CULT claim method is quite unique, and it needs to be claimed through games such as answering questions and drawing. Although there is a gap compared with other NFT projects such as Pudgy Penguins, the future of CULT still relies on the continuous publicity and promotion of the Milady community.
2. Attention Value-Hot Projects
1. Project Introduction
l $YUMI | meme | @YumiOfficialCto
- Yumi became popular on TIKTOK because of her resemblance to Doge, and received a total of 1.3 million views.
-Everyone is paying attention to the rebirth of doge.
- It surged 7800% in 24 hours and its current market value is 3.6M.
3. Attention Value-Sector Rotation
1. Hot topics
Source: Dune, Dot Labs
Source: Dune, Dot Labs
2. Inside the plate
Source: Dune, Dot Labs
