Crypto Assets Market Weekly Report

Ethereum and Altcoins

Recently, the price of Ethereum has been rising continuously, with institutional investors actively entering the market, and market confidence has significantly rebounded. This wave of rebound is largely attributed to the influx of institutional funds, which may bring a new capital landscape for Ethereum.

As Ethereum prices rise, some related "coin stocks" are also expected to gain premiums. Market analysis shows that approximately 95% of tokens have increased in the past three weeks, with over 70% of tokens outperforming Bitcoin, which may signal the arrival of altcoin season.

In the DeFi space, a lending platform demonstrates strong network effects with a 51% market share and a real lending scale of $18 billion. The platform is gradually expanding its influence across various sectors of DeFi.

Ethereum is re-establishing its position as the "world computer". The five major technological strategies for the future cover various aspects from L1 to sharding, aiming to enhance network performance and scalability.

After the price of Bitcoin broke through 120,000 USD, the market's focus has shifted to the rotation opportunities of altcoins. Investors are closely watching which coins may be the first to start an upward trend.

Macroscopic Perspective

After lengthy discussions, the U.S. House of Representatives has finally passed a procedural vote to advance three pieces of legislation related to Crypto Assets. This marks an important progress in the regulatory framework for Crypto Assets.

The pricing mechanism of the Crypto Assets market is more based on future potential rather than current conditions. Investors often place more importance on the project's vision and market sentiment, rather than specific technical indicators or application scenarios.

Hungary's latest regulations classify unauthorized Crypto Assets trading as a criminal offense, punishable by up to 8 years in prison. This provision brings legal uncertainty to approximately 500,000 investors.

The U.S. Congress is accelerating the advancement of several pieces of legislation supporting Crypto Assets, which is seen as a significant turning point for the industry. The new regulations are expected to inject growth momentum into the encryption industry while reducing future regulatory risks.

AI and Meme

A certain AI platform is committed to solving the AI and IP infrastructure issues in the era of data scarcity, exploring new directions for data traceability.

Although the hype around Meme tokens has cooled down, individual projects are still performing well. These projects attract the attention of investors through innovative issuance mechanisms and platform value maximization strategies.

A certain AI infrastructure project provides new development space for AI innovation through market-oriented resource allocation and decentralized governance mechanisms. The innovative vitality and growth potential it demonstrates have attracted widespread attention.

As Bitcoin hits new highs, the AI sector is also showing new development dynamics. Some projects are beginning to extend from the virtual to the real economy, while others are poised to seize new market opportunities.

Looking back at the 80-year development history of AI, we can summarize several valuable lessons. These lessons have important reference value for the current development of AI companies and the formulation of long-term strategies.

Seizing the Opportunity

An emerging project achieved a total locked value (TVL) of $40 million in just three days, demonstrating strong growth momentum. The project is developed by an experienced team and is expected to replicate the growth trajectory of previously successful projects.

A well-known wallet platform has launched a new token issuance mechanism, attempting to adopt the Bonding-Curve model for the first time. This innovative approach has attracted widespread attention from the market.

For projects that are about to issue tokens, investors need to comprehensively consider factors such as project fundamentals, community incentives, and market prospects. Based on these indicators, projects can be roughly categorized into three types: high potential, unclear prospects, and high risk.

With the arrival of the bull market, token public fundraising activities are becoming increasingly popular. The public fundraising rules of a certain new project have attracted widespread attention from investors, and a large amount of funds is flowing into this project.

Web3 Development Trends

A wallet application launched by a well-known Crypto Assets exchange is undergoing an upgrade, aiming to create a "super app" that integrates social, payment, and AI functions. This move marks the platform's transition from a pure infrastructure provider to a comprehensive user service platform.

The former president of the United States' Crypto Assets reserve plan is facing challenges. Reports suggest that U.S. law enforcement may have secretly sold a large amount of bitcoin, which has sparked market attention and discussion.

A new token issuance mechanism launched by a certain Crypto Assets trading platform has sparked discussions about liquidity issues in decentralized exchanges (DEX). Although this mechanism does not fundamentally solve the liquidity problem, it increases the number of candidate tokens, thereby enhancing the possibility of discovering potential projects.

Recently, a highly anticipated token issuance event has sparked in-depth discussions in the market regarding wealth distribution and investment risks. Analysis shows that in this event, there were both profit-takers withdrawing and new investors entering.

The rapid rise of a certain Crypto Assets derivatives trading platform has attracted industry attention. The platform has achieved significant growth in just two years, and the key factors behind its success are worth exploring in depth.

Important News

• CMB International has obtained a virtual asset license in Hong Kong.
• A partner at an investment institution predicts that altcoins may迎来 a strong cycle of 1-2 months, with Bitcoin expected to突破 150,000 USD.
• Kazakhstan plans to invest part of its national reserves in Crypto Assets.
• Reports have indicated that the policies of the former U.S. president may benefit Crypto Assets companies entering the U.S. banking sector.
• Standard Chartered Bank has launched spot trading services for Bitcoin and Ethereum for institutional clients.
• Henan Province issued a risk warning, alerting the public to be vigilant against illegal fundraising activities conducted under the guise of stablecoins.
• A stablecoin issuer disclosed that it held more than $127 billion in U.S. Treasury bonds in the second quarter.
• A large trading platform has announced that it will optimize the Alpha project process and strengthen its crackdown on violations.
• The White House confirms that former President of the United States supports tax exemptions for small Bitcoin transactions.