Development Trends in the Web3 and AI Fields

Market Trends

Macroeconomic Environment

Microsoft shareholders voted down a proposal on December 11 to invest 1% of the company's total assets in Bitcoin. The proposal was put forward by a research center, aimed at hedging against inflation risks. Despite active lobbying by MicroStrategy's founder, emphasizing the investment value of Bitcoin, shareholders ultimately supported the board's cautious approach, opting for a lower volatility investment strategy. This decision reflects the conservative stance of large tech company shareholders towards cryptocurrency investments.

Web3 field

AI-related tokens in the Solana ecosystem have shown impressive performance. ALCH's market cap has surpassed 150 million USD, with a 24-hour increase of 32.8%. ai16z's market cap has reached 800 million USD, with a daily increase of 52.4%. DEGENAI has seen an increase of over 70% within 24 hours, and its price has risen more than six times since its launch. The strong performance of these tokens reflects the market's continued enthusiasm for AI and meme tokens.

Hot Events

Macroeconomic Environment

MicroStrategy is expected to join the Nasdaq 100 Index on December 23, with an official announcement likely to be released on the 13th. Analysts predict that related ETFs may purchase about $2.1 billion worth of MicroStrategy shares, accounting for 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 platform Goose.run on the Base chain, bringing DeFi into the meme coin space. The platform features a launchpad, leveraged trading, and non-liquidation lending, and introduces community governance and gamified experiences. Users holding veMAV can participate in incentive distribution voting and receive a share of transaction fees, enhancing the ecological value of the MAV token.

Hot 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 reached $1.2 billion, but then it experienced a pullback. CULT uses a unique token claiming method that includes interactive elements such as quizzes and drawing. Although it still lags behind other well-known NFT projects, the future development of CULT still hopes for the continued support of the Milady community.

Hot Projects

$YUMI is a meme token project that became popular on TikTok, with an image similar to Doge, and a total of 1.3 million views on videos. Within 24 hours, the price of $YUMI soared by 7800%, and its current market capitalization has reached 3.6 million dollars. The project is seen as a continuation of the Doge spirit, attracting a lot of attention.

Sector Rotation

According to the data, the current market hotspots are mainly concentrated in the AI-related and meme coin sectors. The tokens in these areas are performing strongly, reflecting investors' ongoing interest in emerging technologies and community-driven projects. However, the market still experiences volatility, and investors should carefully assess the risks.