The crypto market welcomes a New Year rebound, with Bitcoin and Ethereum making a strong comeback.

Macroeconomic Environment

The cryptocurrency market has experienced a significant rebound due to expectations regarding future policies, with related concept coins generally rising. Investors are full of anticipation regarding the commitments made by certain individuals in the crypto industry. A well-known figure has repeatedly expressed support for the crypto industry during the campaign period and has gained the backing of key figures in the industry.

Sean Farrell, the head of digital assets at Fundstrat, pointed out that the first 100 days of the new term will be crucial, as this period is often seen as a benchmark for the efficiency of new leaders' governance. Although specific plans have not yet been announced, investors are focusing on whether there will be a commitment to establish a strategic Bitcoin reserve and whether regulatory policies for cryptocurrencies will be relaxed.

Bitwise CEO Hunter Horsley mentioned that the new government may relax merger regulations, which could prompt large tech companies to accelerate integration, thereby promoting the development of the crypto market. He emphasized that the core idea of encryption is distrust of large institutions, and the merger activities of large enterprises may further highlight the importance of decentralization.

Market Trends

The crypto market has significantly rebounded in the new year. Bitcoin has touched the bottom after a nearly 15% drop and is currently fluctuating around $99,000. The market sentiment is bullish, and it may soon challenge the $100,000 mark again. Ethereum has also performed relatively strong, rising over 18% in the past two weeks, while other altcoins have also seen substantial rebounds. However, the AI agent concept coin has experienced a significant adjustment after several days of continuous rise.

Key economic events to pay attention to this week include the FOMC meeting minutes for December and the non-farm payroll report for December, which will be released on Friday. The meeting minutes will provide a direct understanding of Federal Reserve officials' views on the outlook for the U.S. economy and whether they believe the risks of an economic slowdown are increasing. These factors will have a significant impact on future market trends.

Hot Events

Metaplanet increases Bitcoin holdings

Simon Gerovich, CEO of Metaplanet, announced that the company's goal is to increase its Bitcoin holdings to 10,000 coins by 2025 to enhance its influence in the Bitcoin ecosystem in Japan and globally. Currently, Metaplanet holds 1,762 Bitcoins, making it the largest corporate Bitcoin holder in Asia and ranking 15th among publicly listed companies. Gerovich emphasized that Metaplanet is not just creating a company but is driving a movement about Bitcoin.

Vitalik Buterin discusses the concept of decentralized acceleration.

Ethereum founder Vitalik Buterin reviewed the development of the decentralized acceleration (d/acc) concept in his latest long article, focusing on the role of artificial intelligence safety regulation, cryptocurrency in d/acc, and public goods financing.

In terms of AI security, Buterin proposed strategies for establishing accountability and a global "soft pause" mechanism. Regarding cryptocurrency, he pointed out its three major connections with d/acc: the extension of values, the formation of an early adopter community, and the complementarity of technology. Additionally, the article also discusses innovative public goods financing mechanisms, emphasizing the importance of decentralized financing for the development of open source projects.

Hot Projects

Swarms announces a major upgrade plan

Kye Gomez, the founder of Swarms, announced a major upgrade plan for the market segment, introducing seven core features, including automated agent deployment, paywall integration, and token payments. Developers can use the SWARMS token for agent transactions through the Phantom wallet and receive rewards based on quality assessments. The new version will also introduce features such as one-click cloud deployment API, real-time chat, and data tracking, aimed at enhancing the automation of the ecosystem and creator earnings.

The core idea of Swarms is to solve complex problems through the collaboration of multiple AI agents, leveraging collective intelligence. This system supports seamless integration with external AI services and APIs, providing agents with nearly unlimited long-term memory to enhance contextual understanding and allow for customized workflows.

HIVE Project Introduction

HIVE has built an infrastructure that allows AI agents to deploy tokens based on viral trends. The system monitors various data sources, analyzes trending content on mainstream news media and social platforms, and uses a validation framework to deploy tokens, automatically distributing revenues to HIVE holders.

HIVE will randomly acquire 1%-3% of the total token supply, of which 50% will be used for unilateral liquidity provision, and the other 50% will be gradually sold off within 24 hours. In terms of revenue distribution, 40% will be used to repurchase and burn HIVE tokens on the market, 40% will be distributed to the top 250 holders in the form of SOL, 10% will support the growth of AI ecosystem projects, and the remaining 10% will enter the treasury to support subsequent deployments.

Currently, HIVE has successfully deployed its first token and fixed the technical issues encountered in the early stages. The current highest market cap of HIVE is 12M, and it is currently undergoing a Rebound.