Crypto Market Weekly Report: Web3 Welcomes the AI Revolution Year

This week, the crypto market has shown wide fluctuations, with the market sentiment index dropping to 10%, entering the extreme fear zone. The market capitalization of stablecoins continues to grow, indicating that institutional funds are still entering the market. The poor market sentiment is mainly affected by the delay in the introduction of cryptocurrency policies after Trump's inauguration. Although a related bill was issued on Thursday, it failed to significantly boost the market.

The DeFi sector performed outstandingly, with TVL increasing by 0.56% to $53.8 billion. This is mainly due to the rise in the prices of underlying assets and project incentives, with on-chain APY generally improving. Projects like Sumer.money and Meteora showed impressive TVL performance.

The total market value of the AI sector reached 41.9 billion USD, but subsequently adjusted due to sluggish market sentiment. Virtuals Protocol, Swarms and others continue to promote technological innovation, focusing on the layout of autonomous trading Agents, multi-Agent collaborative frameworks, and more. The application of TEE technology and emerging narratives such as the Agent economic system have garnered attention.

The focus of the Meme coin market is concentrated on the TRUMP and MELANIA tokens issued on Solana by Trump and Melania, leading to a significant decline in other Meme coins.

In the public chain ecosystem, Solana and Tron stand out. The supply of stablecoins on the Solana chain reached a historic high of $10.138 billion. Emerging public chains like Sonic, Core, and BSquared continue to innovate in the fields of DeFi and AI.

Looking ahead to next week, the market will focus on the Federal Reserve FOMC meeting, the PCE price index, and tech stock earnings reports. The market is expected to remain volatile, but investors are optimistic about opportunities arising from clearer policies after February. The DeFi and AI sectors are likely to benefit, with increased competition in the public chain ecosystem.

Hot Track Analysis

The Rise of AI

Following Trump's announcement of a $500 billion AI infrastructure plan, the AI sector rebounded overall before retreating.各项目持续推进创新:

• Virtuals Protocol updates value accumulation mechanism
• Swarms established a 10 million token ecological fund.
• AI16Z expands the Near and Avalanche ecosystems
• Holoworld Launchpool

Market Focus:

• Autonomous trading Agents ( such as Cod3x, Almanak )
• Multi-Agent Collaboration Framework ( Spectral Lux )
• Infrastructure construction ( Virtuals SDK )

Emerging narrative:

• TEE technology application verification
• The Agent economic system has taken shape.
• Cross-chain Agent ecosystem integration

According to Messari's prediction, by the end of 2025, 90% of on-chain transactions will be completed by AI agents, achieving more efficient and intelligent operations.

DeFi track

Top 5 by TVL growth:

1. Sumer.money: TVL has surpassed 100M, collaborating with multiple projects to promote NFT minting activities.

2. Meteora: Launch of the "Liquidity Ratio Slider" feature to simplify user operations.

3. Silo Finance: Launching S-ETH and S-USDC markets, offering high yields.

4. Aura: Collaborated with Balancer to launch StableSurge Hook technology to prevent de-pegging risks.

5. Pell Network: Focus on improving the functionality of the PELL token and integrating the EGLD re-staking protocol.

Track overall:

• On-chain APY generally improves, attracting long-term investors to return.
• TVL increased by 0.56% to $53.8 billion, marking two consecutive weeks of positive growth.
• Continuous capital inflow, optimistic about the first quarter market.

Performance of Public Chains

Top 5 TVL Increase:

1. Sonic: Integrate Chainlink cross-chain functionality, token launched on OKX and Binance.

2. Solana: On-chain stablecoin supply breaks 100 billion, setting a new record, Trump token creates a buzz.

3. Core: Strengthen lending in collaboration with SumerMoney, promote Coretoshi NFT innovative incentives.

4. BSquared: Collaborating with 0G_labs to create a decentralized AI operating system.

5. Tron: Making a high-profile appearance at three major events in Washington, promoting the development of encryption compliance.

Social Media Hotspots

Layer 1 projects are the most关注, main reason:

• TRUMP coin causes market fluctuations, capital diversion
• High yields in DeFi attract users, Layer 1 projects stabilize and rebound first.

Market Outlook

Key events next week:

• Federal Reserve FOMC interest rate decision
• US Core PCE Price Index for December
• Tesla and other tech stocks earnings report

The market is expected to remain volatile, and investors generally look forward to opportunities after February. The DeFi and AI sectors are likely to continue benefiting, and competition in the public chain ecosystem is intensifying. Suggested focus:

1. DeFi Projects: The Attractiveness of Machine Gun Pool Returns Increases
2. AI Sector: Long-term development prospects are promising, focus on infrastructure and applications.
3. Layer 1: Competition among public chains intensifies, focusing on technological innovation and ecosystem development.