Bitcoin突破$100,000 DeFi total lock-up volume big pump 13.67% AI Agent becomes a new hotspot

robot
Abstract generation in progress

Crypto Market Weekly Report

Market Overview

main trends in the market

Market Sentiment and Trends: The market sentiment index rose to 91%, indicating an extreme greed state. Bitcoin briefly surpassed $100,000 on Thursday before pulling back, but the overall market resilience remains strong. Ethereum performed strongly, driving a broad rally in the crypto market, showing that market confidence in mainstream coins is maintained.

Capital Flow Analysis: The market capitalization of stablecoins is steadily increasing, with USDT rising by 1.74% to $141 billion and USDC increasing by 2.03% to $40.2 billion, indicating a continuous inflow of new funds into the crypto market. On-chain data shows that large transfers are active, and there are clear signs of institutional capital entering the market. The OTC premium remains within a reasonable range, indicating a healthy supply and demand situation in the market.

Performance of the DeFi Sector: The total locked value ( TVL ) has significantly increased from 46.8 billion USD to 53.2 billion USD, an increase of 13.67%. Liquidity staking projects have performed the best, mainly benefiting from the rise in the underlying asset prices and an increase in staking yields. The activity of lending protocols has significantly increased, reflecting a rise in leverage demand. The trading volume of decentralized exchanges continues to rise, reflecting an increase in market activity.

Meme Coin Market: The performance of the Meme coin sector has been relatively sluggish this week, with a weekly return rate of only 11.94%. The number of new project launches has decreased, and investor interest has clearly diminished. Funds are beginning to shift towards projects with practical application scenarios and fundamentals. The level of discussion on social media has declined, indicating a decrease in investor risk appetite.

Hot Attention: Layer 1 projects received the highest social media attention, with PayFi track weekly returns reaching 40.04%. AI Agent projects are starting to gain a new round of market attention, especially those on Solana, TON, and Base chains. High-yield staking products in DeFi projects continue to attract attention. The NFT market activity has rebounded, but overall valuations are still searching for a bottom.

Frontier Lab crypto market weekly report|W49

Hot Tracks

Tron ecosystem

This week, the price of TRX tokens has surged significantly, boosting the popularity of the Tron ecosystem. As the primary trading chain for USDT, activities on the Tron chain have increased substantially.

Data on the Tron chain:

  • TVL: Increased from 7.97B last week to 9.32B, a growth of 16.93%, ranking first in growth rate among large public chains.
  • Active accounts: Reached 3.6725 million, weekly increase of 18.06%
  • USDT weekly trading volume: $131.4 billion, weekly increase of 16.23%
  • DeFi project TVL: JustLend increased by 55.34%, SUN increased by 39.49%

The Tron ecosystem is developing rapidly, mainly benefiting from the increase in TRX prices and the growing demand for USDT trading.

AI Agent

The AI Agent track continues to gain attention, mainly divided into three sub-directions:

  1. AI Agent Meme Token
  2. AI Agent Issuing Platform
  3. AI Agent underlying infrastructure

Currently, the main development is on Solana, TON, and Base chains. Representative projects:

  • Solana: vvaifu.fun
  • Base: Virtuals Protocol, AI Agent Layer
  • TON: Clanker

The VVAIFU, VIRTUAL, and CLANKER tokens have recently seen significant price increases, but they have not yet listed on top exchanges.

OpenAI's recent actions have sparked market speculation on the AI track, and investment opportunities may arise in the AI sector in the next 10 days.

DeFi track

Top 5 TVL Growth Rankings:

  1. BounceBit: 134.26%
  2. Astherus: 102.65%
  3. StakeDAO: 77.17%
  4. Flexa: 74.51%
  5. SaucerSwap: 68.16%

The total TVL of DeFi increased from 46.8 billion USD to 53.2 billion USD, an increase of 13.67%. Liquidity staking projects performed the best, mainly benefiting from the rise in the prices of underlying assets.

Frontier Lab crypto market weekly report|W49

Performance in Other Tracks

public chain

Top 5 TVL Increases:

  1. Hedera: 74.42%
  2. Zircuit: 70.79%
  3. Filecoin: 54.12%
  4. EOS: 47.66%
  5. Kaia: 41.28%

Token Price Rise Rankings

Top 50 weekly increase ( excluding small-cap and Meme coins ):

  1. HYPE (Hyperliquid): 324.49%
  2. OL (Open loot): 304.84%
  3. CVX ( Convex Finance ): 127.01%
  4. IOTA: 125.08%
  5. CRV (Curve): 124.95%

Social Media Hotspots

Layer 1 projects are attracting the most attention and generally showing an upward trend. Popular tokens include TRX, ALGO, BNB, CRO, SUI, and others.

Market Theme Overview

Weekly Return Rate:

  1. PayFi: 40.04%
  2. NFT: 35.62%
  3. Depin: 27.38%
  4. Gamefi: 26.72%
  5. DeFi: 26.09%

Frontier Lab crypto market weekly report|W49

Outlook for Next Week

  • Microsoft's Bitcoin investment proposal and US CPI data will impact market trends.
  • DeFi projects are expected to continue benefiting from rising asset prices.
  • The AI Agent track is in the startup phase, focusing on token launch platforms.
  • Investors are advised to remain cautious and manage risks.
BTC1.01%
DEFI5.89%
AGENT8.92%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 7
  • Share
Comment
0/400
OnchainFortuneTellervip
· 6h ago
So the game is starting off with a bang, right?
View OriginalReply0
ser_we_are_earlyvip
· 9h ago
Oh wow, finally 100k!
View OriginalReply0
All-InQueenvip
· 9h ago
Enter a position and it's the market maker~
View OriginalReply0
just_here_for_vibesvip
· 9h ago
Anyway, everyone is selling.
View OriginalReply0
DAOplomacyvip
· 9h ago
hmm... arguably just another case of sub-optimal incentive structures at play
Reply0
GateUser-a606bf0cvip
· 9h ago
The bull has blown its top and is about to fall.
View OriginalReply0
nft_widowvip
· 10h ago
Full Position Wind!
View OriginalReply0
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate app
Community
English
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)