CoinW Research Institute Weekly Report (2025.1.6-2025.1.12)

Points clés à retenir

• The total market value of global cryptocurrencies is $3.5 trillion, down 4% from $3.65 trillion last week. As of January 13, 2025, the total net inflow of the US Bitcoin spot ETF was about $36.2 billion, with a net inflow of $300 million this week; the total net inflow of the US Ethereum spot ETF was about $2.45 billion, with a net outflow of $180 million this week.

• The total market value of stablecoins is $213 billion, accounting for 6% of the total market value of cryptocurrencies. Among them, the market value of USDT is $137.4 billion, accounting for 64.7% of the total market value of stablecoins; followed by USDC with a market value of $45.7 billion, accounting for 21.5% of the total market value of stablecoins; and DAI with a market value of $5.4 billion, accounting for 2.5% of the total market value of stablecoins.

• This week, the total TVL of DeFi is $118.7 billion, down 7.7% from last week. According to the public chain, the three public chains with the highest TVL are Ethereum chain accounting for 55.75%; Solana chain accounting for 7.29%; and Tron chain accounting for 5.81%.

• From the data on the chain, the daily transaction volume of Layer 1 public chains this week, except for APT chain, the transaction volume of other public chains is on a downward trend, among which SUI transaction volume has dropped the most significantly, down 54% from last week. In terms of transaction fees, ETH fell 75.7% from last week. The total TVL of Ethereum Layer 2 reached 50.68 billion US dollars, with an overall increase of 11.8% this week from last week. Arbitrum and Base occupy the top position with 38.77% and 24.58% market share respectively.

• Innovative projects to watch: Cleopetra, which simplifies DEX LP operations and reduces uncompensated losses through position monitoring to help users maximize their benefits; Neur, which provides open source AI models for trading, NFT management, and portfolio tracking, and is known as Solanas assistant; Roastmaster 9000, the first AI Roast virtual comedian, whose interesting way of spitting has attracted the attention of Elon Musk and Anatoly Yakovenko, among others.

Table of contents

Points clés à retenir

1. Marché Aperçu

1. Total cryptocurrency market value/Bitcoin market value share

2. Fear Index

3. ETF inflow and outflow data

4. ETH/BTC and ETH/USD exchange ratio

5. Decentralized Finance (DeFi)

6. On-chain data

7. Stablecoin market value and issuance

2. Hot money trends this week

1. The top five VC coins and meme coins with the highest growth this week

2. New Project Insights

3. New trends in the industry

1. Major industry events this week

2. Big events coming up next week

3. Important investment and financing last week

1. Market Overview

1. Total cryptocurrency market value/Bitcoin market value share

The total market value of global cryptocurrencies is $3.5 trillion, down 4% from $3.65 trillion last week.

Data source: Cryptorank

As of press time, Bitcoin (BTC) has a market cap of $1.9 trillion, accounting for 54.2% of the total cryptocurrency market cap. Meanwhile, stablecoins have a market cap of $213 billion, accounting for 6% of the total cryptocurrency market cap.

Data source: coingecko

2. Fear Index

The cryptocurrency fear index is at 61, indicating greed.

Data source: coinglass

3. ETF inflow and outflow data

As of January 13, 2025, the U.S. Bitcoin spot ETF has accumulated a total net inflow of approximately US$36.2 billion, with a net inflow of US$300 million this week; the U.S. Ethereum spot ETF has accumulated a total net inflow of approximately US$2.45 billion, with a net outflow of US$180 million this week.

Data source: sosovalue

4. ETH/BTC and ETH/USD exchange ratio

ETHUSD: Current price is $3,305, the highest price in history is $4,878, a drop of about 32.2% from the highest price

ETHBTC: Currently 0.034747, the highest in history is 0.1238

Data source: ratiogang

5. Decentralized Finance (DeFi)

According to DeFiLlama, the total TVL of DeFi this week is $118.7 billion, down 7.7% from last week.

La source de données: défillama

According to the public chain, the three public chains with the highest TVL are Ethereum chain accounting for 55.75%, Solana chain accounting for 7.29% and Tron chain accounting for 5.81%. The overall share is relatively stable, and the Ethereum chain is still the leader in the DeFi field.

Data source: CoinW Research Institute, defillama

Data as of January 13, 2025

6. On-chain data

Layer 1 Data

The main data of Layer 1 including ETH, SOL, BNB, TON, SUI and APT are analyzed mainly from the perspective of daily transaction volume, daily active addresses and transaction fees.

Data source: CoinW Research Institute, defillama, Nansen

Data as of January 13, 2025

• Daily trading volume and transaction fees: Daily trading volume and transaction fees are the core indicators for measuring the activity of public chains and user experience. In terms of daily trading volume, except for the APT chain, the trading volume of other public chains has been on a downward trend this week, among which the trading volume of SUI has dropped the most significantly, down 54% from last week. In terms of transaction fees, ETH transaction fees have dropped the most, down 75.7% from last week.

• Daily active addresses and TVL: Daily active addresses reflect the ecological participation and user stickiness of the public chain, and TVL reflects the users trust in the platform. From the perspective of daily active addresses, the overall trend activity is declining except for BNB. From the perspective of TVL, the downward trend is significant, and the head public chain ETH has fallen by 7.5% compared with last week.

Layer 2 Data

• According to L2B eat data, the total TVL of Ethereum Layer 2 reached US$50.68 billion, with an overall increase of 11.8% this week compared to last week.

Data source: L2Beat

Data as of January 13, 2025

• Arbitrum and Base occupy the front row with 38.77% and 24.58% market share respectively.

Data source: footprint

Data as of January 13, 2025

7. Stablecoin market value and issuance

According to Coinglass data, the total market value of stablecoins is now $213 billion, a record high, with a 0.5% increase in the past week. Among them, the market value of USDT is $137.4 billion, accounting for 64.7% of the total market value of stablecoins; followed by USDC with a market value of $45.7 billion, accounting for 21.5% of the total market value of stablecoins; and DAI with a market value of $5.4 billion, accounting for 2.5% of the total market value of stablecoins.

Data source: CoinW Research Institute, Coinglass

Data as of January 13, 2025

According to Whale Alert data, the USDC Treasury issued a total of 650 million USDC this week, a 64.9% decrease from the total amount of stablecoins issued last week.

Data source: Whale Alert

Data as of January 13, 2025

2. Hot money trends this week

1. The top five VC coins and meme coins with the highest growth this week

Top five VC coins with the highest growth in the past week

Data source: CoinW Research Institute, coinmarketcap

Data as of January 13, 2025

Top 5 Pièce de monnaie mèmes That Gained in the Past Week

Data source: CoinW Research Institute, coinmarketcap

Data as of January 13, 2025

2. New Project Insights

• Cleopetra: Simplify DEX LP operations and reduce uncompensated losses through position monitoring to help users maximize their benefits.

• Neur: Provides open source AI models for trading, NFT management, and portfolio tracking, and is known as an assistant to Solana.

• Roastmaster 9000: The first AI Roast virtual comedian, whose funny way of roasting has attracted the attention of Elon Musk and Anatoly Yakovenko, among others.

3. New trends in the industry

1. Major industry events this week

• Artela Network, a full-chain AI Agent network, announced the ART token economic model and community airdrop schedule. The total amount of ART is 1 billion, 62% of which will be allocated to the community. Among them, the community airdrop Wave 1 will be open for inquiry on January 14 and open for claiming from January 17 to January 23.

In addition, 18% is allocated to investors, with a lock-up period of 1 year and a linear unlocking period of 24 months thereafter; 15% is allocated to the team, with a lock-up period of 1 year and a linear unlocking period of 36 months thereafter; 5% is allocated to early contributors, with a lock-up period of 1 year and a linear unlocking period of 24 months thereafter.

• The on-chain options protocol Derive released its 2025 roadmap, announcing that it will launch the DeFAI trading platform Derive Pro in the first quarter, and will work with Messari to redesign the agent-centric trading experience from scratch. Derive Pro uses large language models to enhance the three parts of the trading process: research, execution, and portfolio management. In addition, Derive will also expand its dUSD utility and equip its options AMM with customizable algorithms in 2025.

• Stablecoin issuer Tether will expand into artificial intelligence (AI) filmmaking as part of its efforts to enhance its brand influence. Tether is hiring new AI filmmakers who will use AI tools to create short films and videos. According to the job description, these productions will showcase Tethers products. The company has hired 30 professionals in the past few months to build its AI platform and plans to hire more filmmakers in regions such as Asia Pacific, Europe, Brazil, Argentina and Colombia.

• Usual, the issuer of WA stablecoin, said in a post on the X platform that it has realized that its staked stablecoin USD 0++ has significantly decoupled from $1, which has aroused community concern. Therefore, it will launch a series of measures to address user concerns and stabilize the ecosystem. Usual launched the Revenue Switch function on January 13 to share its revenue from real-world assets and protocol operations with the community. The team expects monthly revenue to be approximately $5 million, with an annual return rate of more than 50% under current conditions. The distribution will be carried out once a week to consolidate the actual value of USUAL and balance its economic model with the revenue generated by the protocol. In addition, the Usual Protocol team also stated that it will launch a 1:1 early unstaking function next week, allowing users to exchange USD 0++ at an exchange rate of $1, but they will have to give up some of their accumulated rewards as a penalty.

• The cross-chain settlement layer Union announced the launch of the Union Foundation, an independent organization dedicated to building a more secure, decentralized and interoperable Web3. Its core focus is to fund initiatives that support the Union network and incentivize its development through maintenance, continued development and decentralized application (dApp) creation, including grant programs and the Union Fellowship program. The Union Foundation announced that it will soon release a token economic model and the Union mainnet will be launched soon.

2. Big events coming up next week

• Community sales platform BuidlPad announced the launch of the Solayer Community Sale, where buyers are eligible to claim 100% of the LAYER token allocation in Solayers token generation event, without lock-up. During the community sale, participants have the opportunity to receive a crypto debit card issued by Solayer. The subscription period for this sale is from January 13 to January 15.

• The Puffer Finance (PUFFER) airdrop redemption period is from October 14, 2024 to January 14, 2025.

• The on-chain options protocol Derive published document DRV 15.01.25, which may indicate that it will launch the DRV token on January 15, 2025.

• Shiba Inu ecosystem token TREAT announced its launch date as January 14. Earlier in April last year, the Shiba Inu team raised $12 million by selling unissued TREAT tokens to non-US venture capital investors to develop its new privacy-focused Layer 3 blockchain. According to official news, the TREAT token is the utility and governance token of its new privacy-focused Layer 3 blockchain, which is built on the Ethereum Layer 2 blockchain Shibarium.

• Ethena stated that Derive (DRV) will be launched on January 15, and 5% of the supply will be allocated to sENA stakers.

3. Important investment and financing last week

• SoSoValue, financing amount of US$15 million, investment institutions include Hongshan, Mirana Ventures, SafePal, etc. (January 8, 2025)

• Sol Strategies, with a financing amount of US$27.5 million, and investors include ParaFi Capital and others. Sol Strategies (CSE: HODL | OTC: CYFRF) is committed to building a bridge between traditional finance and the Solana ecosystem. As the only listed company in North America that specializes in investing and participating in Solana, it is mainly committed to exploring innovative opportunities in the blockchain field. (January 9, 2025)

• 0G, with a financing amount of US$30 million, has investors including Hack VC, Delphi Digital, etc. 0G is a modular AI blockchain with a scalable and programmable DA layer suitable for AI dapps. Its modular technology will enable frictionless interoperability between chains while ensuring security, eliminating fragmentation and maximizing connectivity to achieve a weightless and open metaverse. (January 9, 2025)

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This article is sourced from the internet: CoinW Research Institute Weekly Report (2025.1.6-2025.1.12)

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