Weekly Editors Picks (1221-1227)

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Weekly Editors Picks (1221-1227)

การลงทุนและการเป็นผู้ประกอบการ

How to understand the recent decline: The first wave of Trump shock is coming

Macro data is not enough to cause panic in the market about monetary policy risks. Trumps coup threatens to permanently cancel the debt ceiling, casting a shadow on the traditional US dollar credit system, and the market begins to trade in risk aversion. This will indirectly hit the value of the narrative of Bitcoin reserves.

Blockworks Mippo: 27 Crypto Conjectures for 2025

The process of mainstreaming crypto in the United States continues, and Ethereums future path is expected to be clear. Solana, Base, L2, crypto IPO, and crypto AI may become the keywords of the year.

Four top investors debate: 2024 cryptocurrency market successes and failures and 2025 predictions

DeFi tokens will see explosive growth. AI-related tokens will see a sharp increase in price, but the actual application of the underlying protocols may be relatively limited. There will be an AI crypto scam that attracts media attention. The United States will introduce special legislation for cryptocurrencies for the first time. There will be a wave of integration in the application chain and L2 track. Solanas inflation rate will be reduced by at least 25%. Money games like Farcaster or Button will become mainstream and gain virality on platforms such as TikTok.

Binance Global User Survey: 45% of Respondents Will Enter Crypto in 2024

19.39% of respondents believe that cryptocurrency regulation will be stricter in 2025, while 23.89% are optimistic about the development of AI โทเค็น and believe that it will become the main driver of market growth. This shift in opinion may herald wider mainstream adoption and technological innovation.

Nearly 45% of respondents entered the crypto space in 2024, but users daily trading activity remains high, with 31.09% of users maintaining regular trading.

นอกจากนี้ยังแนะนำ: Crypto Institutions Outlook for 2025: Stablecoins and AI Have Become the Biggest Consensus , OKX Ventures Annual Report: 60+ Project Layout and 14 Major Trends Outlook , HTX Growth Academy: 2025 Crypto Market Outlook: Trends, Opportunities and Challenges , Breakthrough and Reconstruction: A Panoramic Outlook of the Crypto World in 2025 , 2024 Crypto Spot ETF Panoramic Review: 1 Year, 40 Billion US Dollars , Well-known Trader 0x Kyle Personally Talks about the 2025 Crypto Investment Strategy .

Nic strongly supports the idea of the U.S. government maintaining a stockpile of Bitcoin, but does not support purchasing more Bitcoin, and opposes the idea of creating a strategic reserve of Bitcoin and giving it any form of monetary role.

It is important to distinguish these proposals from George Selgin’s idea of buying Bitcoin in sovereign wealth funds. Bitcoin reserves would weaken the dollar rather than strengthen it.

The SBR policy would be seen as a massive wealth transfer from US taxpayers to wealthy Bitcoin holders. It would be a step backwards and it would not be popular with the public.

There is no “strategic” purpose for Bitcoin reserves. The US dollar is booming and it doesn’t make sense to build a SBR now.

นอกจากนี้ยังแนะนำ: 2024, I feel regretful about the Bitcoin ecosystem .

Multi-ecology and cross-chain

Beyond Ethereum: Exploring the Potential of Emerging Blockchains for Stablecoin Adoption

The stablecoin market has grown rapidly and has become a major force in the digital economy, even competing with traditional financial networks. While established blockchains such as Ethereum, Tron, and BSC currently dominate stablecoin activity, TON and Sui are injecting differentiation into the stablecoin market through innovative approaches.

เดไฟ

IOSG Ventures: DePayFi, any asset can be increased in value at any time and anywhere

As a transformative solution, PayFi effectively solves the impossible triangle in traditional finance: returns, liquidity, and risk. By integrating payment infrastructure with DeFi capabilities, PayFi transforms every dollar into smart, autonomous capital that automatically seeks opportunities to generate returns. With the rapid settlement of blockchain, the US dollar can maintain liquidity while providing good returns.

ArkStream Capital: Why we invested in Ethena after Trump took office

Ethenas first stablecoin is the crypto-native synthetic dollar USDe. Its core innovation is to maintain its intrinsically stable value by holding spot and corresponding short positions of a variety of mainstream crypto assets using a Delta hedging strategy. This design does not rely on traditional US dollar bank reserves, can bypass the traditional financial system dominated by the Democratic Party, and become a new dollar alternative tool.

The second stablecoin, USDtb, was jointly developed with Securitize, a well-known institution in the RWA field. It relies on BlackRock BUIDL and connects traditional financial products such as the US dollar, short-term US Treasury bonds and repurchase agreements to create a digital dollar supported by stable returns from real-world assets. It can efficiently direct funds to the domestic industry and real economy in the United States, helping Trump achieve his core goal of reviving industry and creating jobs.

In addition, WLFI has invested a total of US$750,000 in Ethena tokens through on-chain transactions, and announced a partnership to use Ethenas yield token sUSDe as collateral for the WLFI lending platform.

Ethenas vision is to promote the prosperity of the next generation of Internet finance by reshaping the cryptocurrency system and building a bridge between DeFi, CeFi and TradFi. Its first stablecoin, USDe, has been deeply integrated in many key areas of DeFi, including money markets, leveraged collateral in derivatives markets, stablecoin infrastructure, interest rate swap agreements, and spot AMM DEX. In the exchange field, Ethenas liquidity pool not only provides support for existing centralized and decentralized trading platforms, but also helps emerging exchanges solve liquidity problems in the early stages of their launch, becoming the markets leading provider of deep and over-the-counter liquidity.

เอ็นเอฟที

In addition to Abstract, what other NFTs on the public chain that have not issued tokens are worth paying attention to?

Monad NFT, Story, Berachain, Eclipse.

นอกจากนี้ยังแนะนำ: 2024 NFT Annual Awards: From Leading the Meme Trend to Issuing Coins to Complete the Last Dance .

Web3 AI

Looking at AI Agent narrative from the perspective of the inscription track: What are the potential development and evolution logic and investment opportunities?

Whether it is inscriptions, AI Agents, or the former NFTs, the narrative evolution is all born from the Fomo sentiment of asset issuance. After all, it is too early and no one can figure out what the future use of such tokens that are quickly circulated in the market will be, but perhaps because of this, information asymmetry will produce a potential get rich quick effect. This will push the Fomo sentiment to spread like a snowball, resulting in a bubble situation where more people look for the code of wealth and more meaningless tokens are born. This is actually difficult to avoid, but it is the engine for the emergence of rounds of bull markets.

However, AI Agent’s asset issuance narrative is much stronger than inscriptions, and at least has some utlity application attributes. The only question is how to enrich application scenarios such as dialogue interaction, image and text generation, and on-chain transactions, and whether a single application scenario can support hundreds of millions of FDVs.

Since the standards for technical excellence are involuted, technical quality must take the first place. The market at this stage is characterized by hotspot rotation. Just select a project with good quality, continuous iterative progress, MCAP and cost-effectiveness, and then slowly wait for the gift of time.

In the future, AI Agent will เด็ดขาดnitely be “chained”. Perhaps the way of MEME coin first and subsequent technical application empowerment will become the norm of new Tokenomics.

Why should AI framework standards move towards chaining?

The data is off-chain, the reasoning process is difficult to verify, the execution process is not transparent, and the execution results are uncertain. AI Agent drives the demand for TEE, and TEE drives the positive flywheel of chain empowerment. Chainization can accelerate the AI Agent framework to the stage of practical application, and can also bring new incremental opportunities with Crypto infra.

The Agent framework that best suits Solana, what is the magic of arcs red and blue pills?

The agent framework Rig behind arc aims to go beyond traditional chatbot applications and explore more possibilities of LLM, such as structured data extraction, synthetic data generation, and injecting intelligence into existing data pipelines. Currently, Rig has more than 100 forks and 1,400 stars on Github, and this data is growing rapidly.

Most Agent platforms will shorten the creation, issuance, and fundraising process of AI Agents as much as possible (mostly using the bonding curve model of pump.fun), in order to make it easier for people to issue AI Agents, so that more AI Agent projects can emerge, which is actually a win-win situation for the platform and its users. But it is not necessarily the case for the market. With continuous and high-speed updates, the Dev and Degen developed in the MeMe era seem to be suitable for this round of AI wave. Under such influence, developers will be required to update faster and have a shorter development cycle. The depth of development is different from the markets understanding of it. Apart from the leading projects that everyone has recognized, it is difficult for products on the market to settle down and make actual innovations.

Handshake is different from almost all Agent platforms on the market in terms of issuance logic. Tachi said that their development standards are very high and they have implemented one of the most stringent code review processes in the crypto field to ensure the quality of the ecosystem. Arc requires participants to first deposit $500 arc to a designated address to verify and reduce spam, but this is not a necessary step.

A new high against the trend, why GAME is the brain of the Virtuals ecosystem

AI Agents are software programs that can complete tasks autonomously, make decisions independently, and learn continuously through interaction, while GAME is responsible for handling decisions and outputs, making agents smarter and more unique. It is a decision-making engine based on basic models that can be used for agents in different environments and platforms, and these agents can also be integrated into games. With GAME, you can set goals and personalities for agents, and define actions and functions in various environments.

It is important to note that GAME is an add-on and is not integrated into every agent by default.

GAMEs ecosystem forms a powerful flywheel effect around Virtuals Protocol. Some key catalysts (such as Binance and Coinbase listings, royalty income model) may bring huge returns to GAME, and the value of GAME is expected to continue to rise. GAME is an infrastructure investment with almost no competitors at present.

AI giving birth? An article to understand Spore.fun, an experimental platform for autonomous AI reproduction and evolution

Spore.fun is the first experiment in autonomous AI reproduction and evolution, combining the Eliza Framework, Solanas pump.fun, and TEE verifiable computation to create an ecosystem where AI agents can not only survive, but also reproduce and adapt autonomously, completely free of human intervention. Each Spore.fun AI core is based on the Eliza Framework. The survival of an agent is directly tied to its profitability. The ultimate goal of Spore.fun is to accelerate the birth of AGI.

นอกจากนี้ยังแนะนำ: Exclusive interview with ai16z founder Shaw: How the Eliza framework, DAO innovation and AI will reshape the future of Web3 Operational Guide: How to build your own encrypted AI Agent with the Eliza framework? Can AI Agents guide you to make money? An inventory of investment research and analysis AI projects worth paying attention to .

ความปลอดภัย

A review of the top ten most influential Web3 attacks in 2024

DMM Bitcoin, PlayDapp, WazirX, Gala Games, Chris Larsen (Ripples co-founder), Munchables, BtcTurk, Radiant Capital, Hedgey Finance, BingX.

หัวข้อร้อนแรงประจำสัปดาห์

ในสัปดาห์ที่ผ่านมา in terms of policy and macro market, Crypto Mom is willing to reconsider the physical redemption and pledge of Bitcoin and Ethereum ETFs ; Jump Trading subsidiary was fined $123 million for TerraUSD fraud; former SEC official: Gary Gensler is trying to manipulate the SEC enforcement department after leaving office ; GraniteShares submitted leveraged ETF applications for crypto-related companies such as MicroStrategy ; Bloomberg analyst: issuers may apply for Dogecoin ETF after Paul Atkins/Trump officially takes power ; Googles new policy is about to take effect, requiring crypto ads for the UK to register with the FCA ; the German Parliament passed the legislation required to fully implement the EU crypto regulatory law MiCAR;

In terms of opinions and voices, Michael Saylor released a digital asset framework proposal , supporting the creation of a strategic Bitcoin reserve to help offset national debt; VanEck research director: If the U.S. Treasury Department purchases 1 million BTC within 5 years, it will be equivalent to 36% of U.S. debt assets in 2050 if conditions permit; Coinbase released its 2025 crypto market outlook , focusing on five areas including stablecoins, RWA tokenization, and DeFi; CoinGecko: The top three most popular crypto narratives for investors in 2024 are Memecoin, AI, and RWA ; Bernstein: MicroStrategy has a longer debt term, which can buffer the impact of Bitcoin fluctuations ; Pantera founder: The crypto revolution has only completed 15%, and August 2025 should be the peak of this cycle ; Forbes 2025 forecast: More major countries will deploy Bitcoin reserves, and the total market value of cryptocurrencies will exceed 8 trillion US dollars ; อังเดร โครนเย: Sonic is running in safe mode , and 1620 TPS has not yet reached its peak;

In terms of institutions, large companies and leading projects, MicroStrategy will hold a special shareholders meeting to vote on key proposals such as accelerating the 21/21 plan; members of the Ethereum Foundation launched an AI-based project donation amount prediction competition , and Vitalik will fund 20,000 US dollars; Chainlink officially announced the launch of a new service called Smart Value Recapture (SVR) ; Bitget will destroy BGB worth more than US$5 billion , accounting for 40% of the total supply; AI-Pool crowdfunded 30,000 SOL overnight; aiPool founder Xs account was frozen ; ai16z founder: aiPool tokens have been issued , and Skely is still working to restore Xs account; ai16z founder joined the Eliza project as an advisor; Story hired Luna to operate X ; Animoca Lianchuang: As a Christmas gift, it will airdrop its own MOCA to the community in two stages;

In the field of NFT and GameFi, the OpenSea Foundation’s official Twitter account was launched and released its first tweet “ocean enters the chat”; Azuki officially retweeted Animecoin’s tweet, possibly hinting at the upcoming coin issuance ; Azuki founder: Azuki World Bible is about to be released; แฮมสเตอร์คอมแบต : Season 2 will build the foundation of HamsterVerse with three games, and is launching closed beta;

In terms of data, the TVL of the re-staking agreement once approached 30 billion US dollars, a record high ; the best performing cryptocurrency stock in 2024 is MicroStrategy, with an annual growth rate of 402% ;

In terms of security, 3/4 multi-signatures expose Hyperliquid risks … Well, it’s time for the year-end review again.

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