Web3 Industry Trends and Hotspot Analysis

1. Market Highlights

1. Market行情

Macroeconomic Environment

Microsoft shareholders recently voted down a proposal to invest in Bitcoin. The suggestion, put forward by the National Center for Public Policy Research, advocated allocating 1% of the company’s total assets to Bitcoin investment as a strategy to combat inflation. Despite strong lobbying from MicroStrategy founder Michael Saylor, who emphasized Bitcoin's potential as an inflation hedge, shareholders ultimately chose to support the board's conservative stance. This decision reflects a cautious attitude among major institutional investors towards cryptocurrency investments, favoring assets with less volatility.

Web3 Field

AI-related tokens in the Solana ecosystem have performed remarkably well. ALCH (Alchemist AI) has a market cap exceeding $150 million, reaching an all-time high, with a 24-hour increase of 32.8%. ai16z has a market cap exceeding $800 million, with a 24-hour increase as high as 52.4%. DEGENAI saw an increase of over 70% within 24 hours, and its price has risen over 6 times since launch. The strong performance of these tokens indicates that the market's enthusiasm for AI and meme tokens continues to soar.

2. Hot Events

Macroeconomic Environment

MicroStrategy is expected to officially join the Nasdaq-100 Index on December 23, with an official announcement anticipated on December 13. Analysts predict that ETFs tracking the index may purchase about $2.1 billion in MicroStrategy stock, which accounts for approximately 20% of the company's daily trading volume. MicroStrategy is expected to become the 40th largest component in the index, with a weight of 0.47%.

Web3 field

Maverick Protocol has launched a new memeFi platform, Goose.run, on the Base chain, aiming to bring DeFi into the memecoin space. The platform integrates multiple innovative features, including a meme coin launchpad, leveraged trading, liquidation-free lending, community governance, and gamified user experience. The platform's liquidation-free meme coin lending function addresses the liquidation risks caused by high market volatility while creating more use cases and earning opportunities for veMAV holders.

3. Hot Topics Narrative

The Meme coin CULT, launched by Milady founder Charlotte Fang, has officially gone live, sparking heated discussions in the market. After its launch, CULT's market capitalization briefly reached $1.2 billion before pulling back. The distribution and claiming method of CULT's tokens is quite unique, requiring participants to answer questions and engage in drawing games to claim them. Although there is still a gap compared to other well-known NFT projects, CULT's future development remains a focus of attention.

2. Hot Projects

$YUMI is a meme project that went viral on TikTok due to its resemblance to Doge, with a total view count of 1.3 million. The project surged by 7800% within 24 hours, currently reaching a market cap of 3.6M. The popularity of $YUMI reflects the market's ongoing enthusiasm for Doge-style meme coins.

3. Sector Rotation

Recently, market hotspots have mainly focused on AI-related tokens and meme coins. These sectors have shown active performance, with several tokens experiencing significant price increases. Investors are highly attentive to projects that combine emerging technologies and creativity, which has driven the rapid development of the relevant sectors.