Matrixport Investment Research: DeSci leads the on-chain ecosystem, and multiple narratives will jointly shape the marke

At the beginning of 2025, the diversified narrative of the 암호화폐 market has taken shape. From the rapid rise of DeSci to the re디파이nition of the AI Meme sector, to the continuous expansion of the on-chain ecosystem, the market is undergoing profound structural changes. The active on-chain funds, the continuous injection of institutional funds, and the optimization of macro policies have provided the market with more growth opportunities.

In 2024, the value of on-chain transfers exceeded $10 trillion for the first time, becoming an indicator of market confidence.

The significant flow of funds on the chain confirms the resilience of the market. According to Bitget data on January 3, 2025, BTC has a net inflow of $200 million in the past 24 hours, and the US BTC ETF has a single-day inflow of more than $48.6 million, with a total holding size of $106.7 billion. The value of on-chain transfers exceeded $10 trillion for the first time in 2024, a three-fold increase from the number of transactions in 2021.

At the same time, in the contract market, the net inflow of funds for mainstream assets such as $BTC, $SOL and $ETH has been outstanding, showing investors optimism about the market recovery. The on-chain activities of the DeSci and AI Meme sectors have also continued to increase, injecting more vitality into the development of the ecosystem. The simultaneous growth of on-chain capital flows and ecological activity indicates that the market is entering a new round of expansion, and on-chain data has become an important indicator for observing market confidence.

DeSci fever sweeps the market: the core driving force of on-chain innovation

The decentralized science (DeSci) sector has become the focus of the market since the beginning of the new year. On January 2, 2025, $BIO was successfully launched, which attracted great attention from the market. Subsequently, related tokens such as $SCIHUB, $RIF and $WORM rose rapidly, indicating that the concept of DeSci has gradually entered the vision of mainstream investors.

DeSci uses blockchain technology to reshape the scientific research funding and knowledge sharing model, focusing on improving transparency and efficiency, and has attracted a large influx of funds. In its social media forecast on January 2, 2025, the head institute Labs pointed out that the narratives of DeSci, real world assets (RWA), and AI agents will continue to heat up in 2025, providing solid support for the implementation of blockchain technology in a wider range of fields.

The rise of DeSci shows the huge potential of blockchain technology in the field of scientific research. In the future, it may not only attract more participation from traditional scientific research funds, but will also become a new growth point for on-chain innovation.

The differentiation and redefinition of AI Meme and Agent is a manifestation of a more rational market

The AI Meme and Agent sectors have recently diverged significantly. In early January 2025, popular tokens $AIXBT and $VIRTUAL experienced a pullback, while $FARTCOIN and $ACT rose against the trend. Among them, $COOKIE slightly pulled back after breaking through the $100 million market value on January 1, 2025, but its value in AI data services and ecological expansion is still widely concerned.

The market performance of AI Meme is undergoing a transformation from speculation to value. Unlike early projects that relied on exchanges for listing, projects with long-term application potential and ecological foundation are gradually taking the lead. This trend shows that the market is redefining the valuation logic, and investors are more inclined to support projects with real technical strength.

Policy improvements and the return of liquidity may inject new impetus into core assets

FTXs Chapter 11 restructuring plan will officially take effect on January 3, 2025, and the first round of debt repayment is expected to start in the next 60 days. This process will release some liquidity and provide marginal improvement to the market. However, the Feds rate cut pace in 2025 may be lower than expected, and the US dollar index has recently hit a two-year high, which has put short-term pressure on risky assets such as BTC.

At the same time, assets such as XRP that comply with the ISO 20022 standard have attracted more institutional attention due to their compliance and global payment potential. This trend shows that assets with strong application scenarios are more resilient under macro-environmental pressure. Even though macro pressure may suppress market performance in the short term, policy improvements and the return of liquidity will create new growth momentum for core assets.

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