Web3 Market Trends and Hotspot Tracking

1. Market Highlights

1. Market Trends

Macro Environment

A recent report released by a digital asset research institution predicts that by 2025, more countries will incorporate Bitcoin into their national strategic reserves. The report points out that this trend will drive the development of the cryptocurrency market. Analysts believe that in the face of economic challenges such as rampant inflation, currency devaluation, and fiscal deficits, not incorporating Bitcoin into strategic reserves may pose greater risks. If a certain major country advances a Bitcoin strategic reserve plan, other countries may begin to secretly accumulate Bitcoin to avoid publicly announcing it, which could trigger price increases.

Web3 field

Recent U.S. employment data shows a strong performance in the job market, with accelerating inflation in the service sector, significantly dampening expectations for interest rate cuts by the Federal Reserve. Market analysts believe that the Federal Reserve may only implement one rate cut in 2025. As a result, all three major U.S. stock indices fell, and the cryptocurrency market also experienced intense volatility. Bitcoin dropped from over $100,000 to $96,181, with a decline of more than 4.8% within 24 hours. Ethereum and other altcoins fell even more, with most dropping over 10%. Additionally, after two consecutive days of significant net inflows into Bitcoin spot ETFs, there was a net outflow of $544 million, marking the largest scale in nearly 10 days. These changes reflect market concerns about the economic outlook and uncertainty regarding the direction of monetary policy.

2. Hot Events

Macro Environment

Recently, a well-known entrepreneur publicly praised a Canadian prime ministerial candidate who supports Bitcoin. This candidate advocates for addressing inflation by cutting government spending, a viewpoint that has gained the entrepreneur's approval. As the leader of the Conservative Party of Canada, this candidate is running for the position of prime minister, with the current prime minister having announced plans to resign. Polls indicate that Canadian voters are particularly concerned about the cost of living. This candidate has long supported Bitcoin and has expressed a vision of making Canada the "global blockchain capital." He believes that Canadians should have the right to use Bitcoin and other currencies as the government is "destroying" the Canadian dollar. Prediction markets show that this candidate has an 89% chance of winning.

Web3 Field

The corporate adoption of Bitcoin is entering a new phase, with more and more publicly traded companies beginning to include Bitcoin on their balance sheets. Since 2024, several companies such as Metaplanet, Semler Scientific, and MARA Holdings have adopted Bitcoin financial strategies. KULR Technology Group became the first company to go public on the NYSE in this trend.

As of January 7, several listed companies have announced Bitcoin purchase plans, but none have been executed yet. For example, Acurx Pharmaceuticals and Hoth Therapeutics have approved their respective Bitcoin purchase plans, LQR House announced that it accepts cryptocurrency payments and retains up to $10 million in Bitcoin payment funds, and SOS Limited has also approved a $50 million Bitcoin purchase plan. These trends reflect the market's recognition of Bitcoin as an asset, while also showing the strategic adjustments that companies are making in response to inflation and liquidity needs.

3. Hot Topics Narrative

On January 7, a certain protocol announced that six new IP tokens have officially launched for trading, covering multiple cutting-edge fields in medicine and technology, including Alzheimer's disease, industrial hemp fiber, ovarian aging, and cryopreservation.

The Alzheimer’s disease project utilizes Amazon rainforest plants to develop Percepta®, which has been shown to penetrate the blood-brain barrier. Research indicates it can reduce brain plaque load in mice and improve hippocampal-dependent memory. It is currently marketed as a dietary supplement, but there is no clinical data to support its use in humans.

The industrial hemp fiber project has collaborated with Austrian research institutions to develop an innovative process for improving hemp fiber, making it more suitable for textile applications. The project will begin research and development in February 2025 and will provide progress updates.

The ovarian aging project aims to study the role of specific pathways and cellular aging in ovarian aging, with a focus on developing treatments to prevent the loss of ovarian reserve.

The low-temperature preservation project is a two-year research program aimed at preserving and reviving an entire mouse at extremely low temperatures, gradually attempting whole-body resuscitation at low temperatures.

2. Hot Projects

Project Introduction

$buzz is an AI agent project that enables users to easily access and understand decentralized finance (DeFi) through interoperable AI agents. The project participated in an AI hackathon on a certain blockchain platform, its code has been open-sourced on GitHub, and 5% of the token supply will be locked for one year.

3. Sector Rotation

Due to the deletion of images in the original text, specific sector rotation data analysis cannot be provided. However, it can be summarized that the market dynamics in the Web3 and AI sectors show a certain degree of volatility, with varying performance across different sectors and projects. Investors and practitioners need to closely monitor market trends and technological developments to make informed decisions.