AI Track Remains Hot | Crypto Market Weekly Report

Market Overview

This week, the crypto market has shown an upward trend, with the market sentiment index rising from 10% to 19%. Although it is still in the panic zone, it has begun to show signs of recovery. Despite the market liquidity not fully recovering during the New Year's holiday, funds have started to gradually flow back. Altcoin overall performed better than the benchmark index, but it is expected to maintain a synchronized trend with the benchmark index in the short term.

The TVL of DeFi projects increased from 52.7 billion USD to 53.2 billion USD, a growth of 0.95%, ending two consecutive weeks of negative growth. The gun pool projects and prepaid DEX projects performed outstandingly, mainly benefiting from the rise in market base interest rates leading to increased yields, as well as the increase in contract trading demand due to decreased liquidity during the holiday period.

The AI Agent track continues to maintain its hot market position, with a market size reaching $12.2 billion and a week-on-week growth of nearly 12%. Market attention is gradually shifting from AI Meme to AI infrastructure construction projects, among which AI Agent's self-issued tokens have become the most关注的领域, with related infrastructure projects performing outstandingly.

This week, the Meme coin market is mainly focused on AI-related projects, benefiting from the wealth creation effect brought by AI Agent's autonomous token issuance, leading to significant gains for AI Meme projects. This trend reflects that market funds are chasing AI-related concepts, but it also shows an increase in speculative characteristics.

Public chain projects performed well in this week's market rebound, mainly benefiting from the increase in on-chain DeFi project APY and the development demand for AI projects. Among them, public chains that support AI development stood out, indicating that public chains are evolving towards AI infrastructure.

Hot Tracks

AI Agent

The AI Agent track continues to be the focus of market attention, primarily due to the sustained popularity of AI Agent's self-issued tokens. Some Meme coins issued through automated platforms have seen significant increases, creating a wealth effect. Market attention has shifted from AI Memes to AI infrastructure projects, such as Phala Network.

DeFi track

The machine gun pool project and the prepaid DEX project have performed outstandingly. The machine gun pool project benefited from the increase in APY due to the rise in the market's base interest rate; the prepaid DEX project benefited from the increase in contract trading demand resulting from the decrease in liquidity during the holiday period.

Projects worth paying attention to include:

• Resolv: Successfully launched a new type of liquidity pool, completing cross-chain expansion to the Base network.
• Bluefin: Completed Sui Bridge integration, supporting suiUSDT cross-chain functionality.
• StakeStone: Launches Berachain Vault with multi-chain access support
• Hyperliquid: The mainnet has launched the staking feature, and added support for AI-related token leveraged trading.

public chain

The better-performing public chains include:

• Zircuit: Collaborating with multiple AI projects to advance the development of smart vaults and multi-chain trading infrastructure.
• Hyperliquid: Launched staking feature, added support for AI token leveraged trading.
• Toncoin: Develop a permissionless BTC bridging solution, USDT circulation exceeds 1 billion USD
• zkSync Era: Released the declaration "2025 is the year of ZK", emphasizing the development of ZK technology.
• Solana: Launched AI Agent Development Toolkit, multiple GameFi projects announced increased development on the Solana chain.

Market Outlook

Next week, the United States will release employment data, which may affect the Federal Reserve's interest rate cut decision and is expected to bring market volatility. As the holiday comes to an end, institutional investors are returning, and market liquidity is expected to recover.

Suggestions for investors:

• Maintain a defensive allocation, increasing the allocation ratio of leading assets such as BTC and ETH.
• You can moderately participate in high-yield gun pools and prepaid DEX projects.
• Pay attention to AI Agent's autonomous token issuance projects
• Strictly control positions and manage risks.