Hot Trends and Market Analysis in the Web3 Field

1. Market Highlights

1. Market行情

(1) Macroeconomic Environment

Microsoft shareholders recently voted down a proposal for a Bitcoin investment. The proposal suggested investing 1% of the company's total assets in Bitcoin as a strategy to combat inflation. Despite active lobbying from the founder of MicroStrategy, who emphasized the potential benefits of Bitcoin, shareholders ultimately chose to support the board's conservative stance. This decision reflects the cautious attitude that mainstream institutional investors still have towards cryptocurrency investments.

(2) Web3 field

AI-related tokens in the Solana ecosystem have shown remarkable performance. ALCH (Alchemist AI) has a market capitalization that has surpassed $150 million, reaching a historical high, with a 24-hour increase of over 30%. Meanwhile, ai16z's market capitalization has also exceeded $800 million, with an increase of over 50%. DEGENAI has seen an increase of over 70% within 24 hours. The strong performance of these tokens indicates the market's sustained enthusiasm for AI and meme tokens.

2. Hot Events

(1) Macroeconomic Environment

MicroStrategy is expected to officially join the Nasdaq-100 Index on December 23. Analysts predict that ETFs tracking the index may purchase about $2.1 billion worth of MicroStrategy shares, which represents approximately 20% of the company's daily trading volume. MicroStrategy is expected to become the 40th largest component in the index, with a weight of 0.47%.

(2) Web3 field

Maverick Protocol has launched a new memeFi platform called Goose.run on the Base chain. The platform aims to bring DeFi into the memecoin space, offering several innovative features including a meme coin launchpad, leveraged trading, non-liquidation lending, community governance, and a gamified user experience. The platform's non-liquidation meme coin lending feature addresses the liquidation risks posed by the market's high volatility, providing users with a safer way to participate.

3. Hot Narrative

The Meme coin CULT, launched by Milady founder Charlotte Fang, has officially gone live, sparking heated discussions in the market. After its launch, CULT's market capitalization briefly reached $1.2 billion but then quickly retraced. The project's unique token distribution and claiming methods, including quiz and drawing games, have attracted a lot of attention. Although there is still a gap compared to other well-known NFT projects, CULT's development is still receiving high attention from the community.

2. Hot Projects

1. Project Introduction

$YUMI - This meme token has gained attention due to its viral popularity on TikTok, with a total of 1.3 million views on its videos. The market has reacted enthusiastically to this token, seen as a potential successor to Doge, with a price surge of 7800% within 24 hours, and its current market capitalization reaching 3.6 million dollars.

3. Sector Rotation

1. Hot Sectors

AI and meme-related tokens continue to maintain strong momentum, becoming the focus of market attention. Data shows that these sectors have performed well recently, attracting significant interest from investors.

2. Internal sections

In the AI and meme token sectors, various projects perform differently. Some emerging projects show strong growth potential, while some more mature projects exhibit stability. Investors need to closely monitor the specific developments and potential risks of each project.