Attention Value - Market Highlights

Market Trends

Macroeconomic Environment

Former Federal Reserve Vice Chairman Quarles recently expressed his views on the potential impact of Trump being elected president again. He believes that even if Trump returns to the White House, it will not pose a substantial threat to the Federal Reserve's independence, inflation levels, or the labor market. Quarles emphasized that there is a misunderstanding about the independence of the Federal Reserve; the president's comments on Fed policy do not mean that the Fed will lose its independence.

Regarding the economic impact, Quarles pointed out that tariff policies might instead prompt the Federal Reserve to lower interest rates. He also predicted that if Trump is elected, there could be large-scale deportations of illegal immigrants, but this is unlikely to have a significant effect on the labor market.

Quarles' remarks come just as the consumer price index report is about to be released. Industry insiders expect that the report may show only a slight cooling of inflation in the U.S. by the end of 2024, which could affect the Federal Reserve's future interest rate cut decisions.

Web3 field

A recent outlook report for 2025 released by a well-known asset management company provides a comparative analysis of Ethereum and Solana. The report points out that, in the long run, Ethereum has a clear advantage, but also acknowledges that Solana has been performing impressively recently.

The report emphasizes that Ethereum performs strongly in fundamental metrics such as developer activity, total value locked ( TVL ), and stablecoin supply, which supports its long-term development prospects. Although Solana has a faster growth rate in revenue and TVL, the report suggests that most of its revenue comes from Meme coin trading, which is seen as a cyclical trend that may weaken during bear markets.

The report further points out that Solana's reliance on Meme coins is similar to Ethereum's use of certain DEXs. However, the company believes that the fundamentals of Ethereum are less correlated with speculative behavior, making it more stable in the long run.

The company stated that short-term price movements are often influenced by market narratives. Both networks plan to undergo significant upgrades: Solana's Firedancer upgrade aims to greatly enhance transaction speed, while Ethereum's Prague/Electra (Pectra) upgrade focuses on enhancing functionality, scalability, and user security. However, the company believes that the Pectra upgrade may not attract widespread attention, as it does not have a direct impact on the value proposition of ETH from an investment perspective.

Hot Events

Macroeconomic Environment

Italy's largest banking group has made its first investment in cryptocurrency, purchasing 11 bitcoins worth approximately 1 million euros. This news was initially exposed in online forums and was later officially confirmed by the bank's press office. Although the bank confirmed the transaction, it did not disclose the motivation behind the investment or its future cryptocurrency strategy.

It is worth noting that the bank is relatively advanced in the blockchain and cryptocurrency fields. In July 2024, the bank piloted the issuance of digital bonds worth $27.2 million on Polygon in collaboration with another financial institution.

The trend of large institutional investors buying Bitcoin is becoming increasingly evident. A certain software company, as a pioneer of this trend, has been consistently purchasing Bitcoin for 10 consecutive weeks. Other institutions, such as a company referred to as the "Asian version of MicroStrategy," are also actively following suit, recently purchasing 237 Bitcoins at a price of $95,972.

Web3 field

Recently, there are reports that a certain political figure is preparing to sign an executive order supporting cryptocurrency on their first day in office. Following this news, the price of Bitcoin briefly rebounded to $94,000. These orders may overturn some key regulatory measures, including the SEC's Accounting Bulletin No. 121 (SAB 121). This bulletin requires companies holding customer cryptocurrencies to record these assets as liabilities on their balance sheets.

According to media reports, these orders are expected to address the major challenges facing the cryptocurrency industry, such as banking restrictions and the controversial SAB 121. This bulletin has faced criticism from the industry, and lawmakers have attempted to repeal it, but it was vetoed by the president. The new administration is expected to re-examine this issue, as the current SAB 121 policy makes it more expensive and risky for banks to hold cryptocurrencies, making it less likely for them to offer cryptocurrency custody services to clients.

With the news breaking, the cryptocurrency market experienced a strong rebound. Bitcoin climbed from a low of $89,000 to $95,000; Ethereum also rebounded from below $3,000 to $3,100.

Hot Narrative

The ANIME token is scheduled to launch on the Ethereum and Arbitrum platforms in January 2025, with 50.5% of the tokens allocated to the community. ANIME aims to drive the transformation of the anime ecosystem through partnerships with decentralized brands, creating a creative economy collectively owned by the community, with the goal of providing participation opportunities for over 1 billion anime enthusiasts. Community members participating in the token claim include several well-known projects.

In addition, a well-known NFT project announced a partnership with the Animecoin Foundation to jointly promote the construction of an open anime universe. The project's community showcases the unique value of Web3 in intellectual property incubation through decentralized brand building, the creation of over 100 sub-communities, hosting global events, and rich fan creations.

As a result of this news, the NFT project series generally saw an increase, with the main series experiencing a daily increase of 17.45%, and the derivative series seeing daily increases of 20.25% and 22.86%.

Attention Value - Hot Projects

Project Introduction

$AICC | AI | @aicceleratedao

• A project launched by a team of members from a well-known exchange, tech giant, and venture capital institution.

• Aiccelerate is positioned as a DAO that emphasizes both investment and development, focusing on promoting decentralized, open-source AI development, and supporting high-potential projects across different ecosystems.

• The team is developing the first AI agent and will share more information in the coming weeks.

• Arc has been invited to provide consulting for Aiccelerate DAO, and the team has transferred all AICC tokens to the Arc Treasury. At the same time, there are plans to create an AICC/ARC liquidity pair using 30% of the AICC tokens, with the generated fees returning to the Arc Treasury to fund ecosystem projects and incentivize developer contributions. The remaining 70% of the AICC tokens have been locked in a custody contract, with the beneficiary being the Arc Treasury, and will be released linearly over the next year.

Attention Value - Sector Rotation

Hot Sectors

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