Web3 Market Trends and Hot Project Analysis

1. Market Highlights

1. Market行情

Macroeconomic Environment

A recent research report by a certain asset management company predicts that by 2025, more countries will incorporate Bitcoin into their national strategic reserves. Analysts point out that in the context of increasing economic challenges, failing to include Bitcoin in strategic reserves may pose greater risks. If a major country advances a Bitcoin strategic reserve plan, other countries may secretly accumulate Bitcoin to avoid publicly announcing it, which would drive up the price.

Web3 field

The recently released strong performance of the U.S. job market and the accelerating inflation data in the services sector have significantly dampened expectations for interest rate cuts by the Federal Reserve. Market analysts believe that there may only be one rate cut in 2025. Following the data release, the cryptocurrency market experienced severe fluctuations, with Bitcoin dropping from over $100,000 to $96,181, a decline of more than 4.8% within 24 hours. Other cryptocurrencies performed even worse, with most experiencing declines of over 10%. Additionally, Bitcoin spot ETFs saw the largest net outflow in nearly 10 days, reflecting market concerns about the future economic situation and uncertainty regarding policy direction.

2. Hot Events

Macroeconomic Environment

A certain technology entrepreneur recently praised a Canadian prime ministerial candidate who supports Bitcoin, stating that his views on tackling inflation are "perfectly expressed." This candidate has long supported Bitcoin and has expressed a vision of making Canada the "global blockchain capital." In the prediction market, the chances of this candidate winning the prime minister position are considered to be as high as 89%.

Web3 Field

The corporate adoption of Bitcoin has entered a new phase, with an increasing number of publicly listed companies incorporating Bitcoin into their balance sheets. In 2024, several companies are adopting Bitcoin financial strategies, and some publicly listed companies have announced purchase plans but have not yet implemented them. This reflects the market's recognition of Bitcoin as an asset, as well as strategic adjustments by companies in response to inflation and liquidity demands.

3. Hot Topics Narrative

A certain protocol has launched six new IP tokens, covering cutting-edge fields in medicine and technology. These include developing Alzheimer's treatment solutions using Amazon rainforest plants, improving industrial hemp fibers, researching ovarian aging mechanisms, and exploring the technology to preserve and revive whole mice at extremely low temperatures. These projects reflect the deep integration trend between blockchain technology and biotechnology, as well as medical research.

2. Hot Projects

$buzz is an AI agent project designed to enable everyone to easily access and understand decentralized finance (DeFi) through interoperable AI agents. The project participated in an AI hackathon competition on a certain blockchain platform, its code has been open-sourced on GitHub, and it has committed to locking 5% of the token supply for one year.

3. Sector Rotation

Due to the deletion of images in the original text, specific sector rotation data cannot be provided. However, based on the context, we can infer that the cryptocurrency market has recently experienced significant fluctuations, and the performance of various sectors may vary greatly. Investors should closely monitor market dynamics, especially emerging AI and DeFi projects, as well as changes in traditional financial institutions' attitudes towards crypto assets.