Recently, the crypto market has shown signs of recovery, with Ethereum standing out particularly. Thanks to the Pectra upgrade, continuous ETF purchases, and the success of the Virtual new token model, the price of Ether has been continuously rising, driving the prosperity of the on-chain ecosystem, and Memecoins have also revived.
In comparison, although the Solana ecosystem's established secondary Memecoins and AI sector tokens are generally rising, the primary market is accelerating its pace and lacks new narrative support. The upper market faces continuous selling pressure, while the lower market is being continuously drained. Aside from the Bonk system outputting new projects, it is becoming increasingly difficult for ordinary users to make money in the ecosystem.
Ethereum Meme Revival
Matt Furie's concept returns to the market, with Pepe's leading position as an Ethereum Memecoin being unshakable. During the last ETH Meme craze, P

This article explores the strategies for investing in Memecoins in the crypto market, including evaluating their Beta characteristics, on-chain data, market liquidity, community support, and macro environment factors. Although Memecoins carry high risk and fluctuation, proper allocation and risk management can still provide potential opportunities for investors.

In the memecoin Launchpad sector on the Solana chain, the former market leader Pump.fun quickly lost market share due to a live streaming incident and a Crisis of Confidence, while the emerging competitor Let'sBONK rose to prominence with transparency and community orientation, capturing a significant market share. Although Pump.fun attempted to fight back, rebuilding trust will still require time and strategic adjustments. This incident reflects the patterns of power shift in the crypto market.

The Labubu toy series has recently sparked a craze, with Bubble Mart's stock price experiencing a big pump and market capitalization surging. However, the associated LABUBU crypto asset has seen a big dump in its market capitalization, reflecting its speculative nature and lack of real value. This phenomenon highlights the fluctuation and risks of the crypto market.

Analyzing the impact of Meme coin political events on the Crypto Assets market
Recently, a study on the impact of Meme coins on the Crypto Assets market has attracted widespread attention. The research focuses on the event of a well-known political figure issuing a Meme coin, revealing the heterogeneous volatility spillover effects driven by both market sentiment and fundamentals, while highlighting the increasingly important role of political factors in shaping the Crypto Assets market and investor behavior.
Research Background and Objectives
As the influence of political dynamics on financial markets deepens, the crypto assets market has become an important area where politics and finance intersect. The 2024 U.S. presidential election further highlights this relationship, with a key candidate demonstrating support for digital assets and promising to advocate for related friendly policies.
This expectation was validated on January 18, 2025. The political figure issued an official Meme coin on a certain blockchain, and within 24 hours the price

Memecoins have become leveraged investment vehicles for Layer 1 assets due to their high beta values, capable of generating significant returns under certain conditions. When investing, it is essential to follow on-chain data, community beliefs, and fair value assessments to grasp changes in risk appetite and timing for buying and selling, although high returns come with higher risks.

DePIN Investment Logic Analysis: Still Has Alpha Opportunities
Grayscale's DePIN research report released earlier this year showcased leading DePIN projects and their market capitalizations. Since 2022, DePIN and AI have been regarded as two new directions for cryptocurrency investment. However, the DePIN sector seems to lack a flagship project. ( Although Helium is viewed as a leading project, it actually emerged even before the concept of DePIN; the Bittensor, Render, and Akash listed in the table are more often classified under the AI track ).
It seems that DePIN lacks a sufficiently strong leading project to explore the potential of this track. In the next 1-3 years, there may still be some Alpha opportunities in the DePIN track.
This article aims to outline the investment logic of DePIN from scratch, including why DePIN is worth paying attention to, and putting forward a

Bitcoin recently approached $110,000 but failed to break through. Analysts are cautious in the short term, expecting it may trade sideways or slightly fall to the $90,000 to $95,000 range. The long-term outlook remains optimistic, driven by improved regulation and institutional participation, hoping to reach higher prices by the end of the year. The altcoin market shows mixed performance, with some projects experiencing significant rises.

Recently, the podcast discussed the current status and future of stablecoins, noting that the variety in the market has decreased while the total minting volume has reached new highs. Regulatory policies have a significant impact on the industry, with USDT's market share expanding and showing greater advantages compared to USDC. Decentralized stablecoins are gradually shifting towards financial applications, and the combination of AI and Decentralized Finance may bring new opportunities. The stablecoin market is still in the blue ocean stage and is expected to welcome innovative development in the future.

Ethereum is accelerating the push for L1 scalability, including core solutions like EIP-7987 and L1 zkEVM, to improve network performance and security. This move is a response to the development of the L2 ecosystem, aiming to reconstruct a unified network experience and enhance overall Liquidity and efficiency. Additionally, several measures have been implemented to ensure the coordinated development of L1 and L2, in order to achieve the globalization goals of Web3.

As the Ethereum airdrop craze subsides, emerging public chains are gradually becoming a new battlefield for airdrops. These platforms not only possess ample funds and mature gameplay but also focus on user returns. Following high-quality projects within the emerging public chain ecosystem may bring new airdrop opportunities. Choosing suitable projects and patiently waiting are the keys to successful airdrops.

The Web3 AI field is rapidly shifting from a fair launch model to a medium-scale strategy, with investors focusing on mature products from mid-sized teams. Currently, the Almanak and Theoriq projects are performing exceptionally well, attracting funding and attention. Both have good market potential, with Almanak being more mature and Theoriq demonstrating strategic ambition. In the future, we will see clearer investor data metrics that will drive industry development.

Recently, the price of Ethereum rebounded due to the influx of institutional funds, and market confidence has improved. However, the market reaction was muted after the launch of the spot ETF, experiencing fluctuations. Over the past two months, ETH has risen due to corporate asset allocation, and institutional holdings have continued to expand, potentially reshaping Ethereum's market position. Despite the increase in attention, the activity level of the ecosystem remains key to long-term value growth.

The "GENIUS Act" establishes a regulatory framework for digital stablecoins in the United States, requiring 100% reserves, regular transparent disclosures, and AML measures, which severely impacts USDT and Tether, potentially leading to compliance difficulties and market shrinkage. In contrast, Hong Kong's stablecoin policy is more lenient.

Recently, the crypto assets market has been turbulent, and exchanges have introduced Merkle Tree reserve proofs to restore investor confidence. This technology ensures the integrity and privacy of user assets, but it faces challenges such as update frequency, front-end fraud, audit fairness, and complex financial relationships. Nevertheless, its introduction is still an important step towards enhancing industry transparency, but it needs to be combined with industry standards and regulations to improve fund security.

Inflation-adjusted stablecoins (Flatcoins) are designed to adjust their value according to inflation changes in order to maintain the purchasing power of holders. The design faces challenges such as inflation perception and incentive mechanisms, with RAI serving as a reference for controller-based stablecoins. Implementing Flatcoins requires reliable inflation Oracle Machines and regulatory controllers. The ultimate goal is to create an effective global-scale Flatcoin.

The Bitcoin Layer 2 project Bitlayer has become the first Bitcoin infrastructure project to obtain ETF approval through $11 million in funding. It achieves a good balance between security and scalability, utilizes innovative technology to enhance ecological potential, faces some usability challenges, but has a positive outlook.

SEC Chairman Paul Atkins called for a comprehensive reform of U.S. cryptocurrency policy, proposing a three-part strategy to enhance the regulation of issuance, custody, and trading. He emphasized the need to create a reasonable regulatory framework to support innovation and solidify the United States' leadership position in the cryptocurrency space, promising that future policies will be formulated through formal channels to adapt to industry developments.

The bankruptcy of FTX has resulted in around 1 million creditors facing losses, with active creditor trading. Small investment companies are acquiring debts at low prices, although the potential income may be less than waiting for bankruptcy liquidation. Institutional investors are interested in the FTX liquidity pool, hoping to resolve debts quickly. The evaluation of debts is complex, and future value depends on the progress of legal procedures and possible priority claims. Some employment contracts are also seen as objects of debt trading, but they face execution risks.