Web3 Market Trends and Hotspot Analysis

1. Market Overview

1. Macroeconomic Environment

A recent research report from a digital asset company predicts that by 2025, more countries will incorporate Bitcoin into their national strategic reserves. The report indicates that an increasing number of countries, central banks, sovereign wealth funds, and government finance departments may establish strategic positions in Bitcoin. In the face of economic challenges such as rampant inflation, currency devaluation, and fiscal deficits, failing to include Bitcoin in strategic reserves could pose greater risks. If the U.S. advances a Bitcoin strategic reserve plan, other countries may secretly accumulate Bitcoin to avoid publicly announcing it, which could trigger a price surge.

2. Cryptocurrency market volatility

Recent U.S. employment data shows a strong performance in the job market and accelerating inflation in the service sector, significantly dampening expectations for interest rate cuts by the Federal Reserve. Market analysts believe that the Fed may only implement one rate cut in 2025, lower than previously expected. Following the data release, all three major U.S. stock indices fell, and the cryptocurrency market experienced sharp fluctuations. Bitcoin dropped from over $100,000 to $96,181, with a decline of more than 4.8% within 24 hours. Ethereum and other cryptocurrencies saw even larger declines, with most exceeding 10%. There was also a significant net outflow from Bitcoin spot ETFs, marking the largest net outflow in nearly 10 days. This reflects market concerns about the economic situation and uncertainty regarding Federal Reserve policies.

2. Hot Events

1. Changes in Canadian Political Situation

A well-known technology entrepreneur recently praised a Canadian prime ministerial candidate who supports Bitcoin, stating that his views on addressing inflation are perfectly articulated. As the leader of the Conservative Party of Canada, the candidate is running for prime minister, while the current prime minister has announced plans to resign. This candidate has long supported Bitcoin and has expressed his vision of turning Canada into the "global blockchain capital" multiple times. In a certain prediction market, his chances of winning the prime minister position are as high as 89%.

2. The trend of companies adopting Bitcoin

More and more publicly listed companies are beginning to follow the example of a well-known company by incorporating Bitcoin into their balance sheets. In 2024, multiple companies adopted Bitcoin financial strategies. Some companies have announced Bitcoin purchase plans but have not yet executed them. This trend reflects the market's recognition of Bitcoin as an asset, while also showing the strategic adjustments companies are making in response to inflation and liquidity demands.

3. Industry Innovation

A certain protocol has launched six new IP tokens covering cutting-edge fields in medicine and technology, including Alzheimer's disease, industrial hemp fibers, ovarian aging, and cryopreservation. These projects involve innovative research and technology development, such as developing treatment solutions for Alzheimer's disease using Amazon rainforest plants, improving industrial hemp fibers, studying the mechanisms of ovarian aging, and exploring cryopreservation techniques.

IV. Hot Projects

A certain AI agency project aims to enable everyone to easily access and understand decentralized finance (DeFi) through interoperable AI agents. The project participated in an AI hackathon of a certain blockchain platform, its code has been open-sourced on GitHub, and 5% of the token supply is locked for one year.

5. Market Sector Analysis

Recently, market hotspots have focused on areas such as AI, DeFi, and infrastructure. Various sectors have shown different performances, and investors need to closely monitor market trends and adjust their investment strategies in a timely manner.