The AI craze drives the market recovery, and the DeFi ecosystem's TVL stabilizes and rises.

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Crypto Market Weekly Report: The AI Sector Continues to Heat Up, DeFi Ecosystem Recovers

Market Overview

This week, the crypto market shows an overall upward trend, with market sentiment improving somewhat. The market sentiment index has risen from 10% last week to 19%. Although it is still in the panic zone, it has shown signs of recovery. Despite still being in a holiday period and market liquidity not fully restored, funds have begun to gradually flow back into the crypto market.

AI Track Ignites 2025 | Frontier Lab Crypto Market Weekly Report

The total locked value of DeFi projects ( TVL ) increased from 52.7 billion dollars last week to 53.2 billion dollars, a growth of 0.95%, ending two consecutive weeks of negative growth. The gun pool projects and preparatory DEX projects performed outstandingly, mainly benefiting from the increase in yields brought about by the rise in market base interest rates, as well as the increase in contract trading demand due to the decline in liquidity during the holiday period.

AI Track Ignites 2025 | Frontier Lab Crypto Market Weekly Report

The AI Agent track continues to maintain its status as a market hotspot, with a market size reaching $12.2 billion and a weekly growth rate of nearly 12%. Market attention is gradually shifting from AI Memes to AI infrastructure construction projects, among which the issuance of autonomous tokens by AI Agents has become the most关注的领域, with related infrastructure projects such as Phala Network performing prominently.

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 due to the increase in APY of on-chain Decentralized Finance projects and the demand for the development of AI projects. Among them, public chains that support AI development, such as Solana and zkSync Era, stood out, indicating that public chains are moving towards AI infrastructure.

Hot Track Analysis

AI Agent

The AI Agent track continues to be the focus of the market this week, mainly driven by the self-issued tokens of AI Agents. Some Meme coins issued by Virtuals and ai16z have seen significant increases, creating a wealth effect and attracting investor attention. The hottest topics in the market are the ai16z asset issuance platform and the infrastructure project Phala Network for the self-issued tokens of AI Agents, indicating that market attention is shifting from AI Memes to AI infrastructure.

AI Track Ignites 2025 | Frontier Lab Crypto Market Weekly Report

Decentralized Finance

The top five DeFi projects ranked by TVL growth are mainly concentrated in the liquidity pool and preparatory DEX fields:

  1. Resolv: Launches a new type of liquidity pool and completes cross-chain expansion to the Base network.
  2. Bluefin: Completed Sui Bridge integration, supporting suiUSDT cross-chain.
  3. StakeStone: Launches Berachain Vault supporting multi-chain access
  4. Euler: The number of active users has reached levels comparable to Compound.
  5. Hyperliquid: The mainnet has launched staking functionality and added support for AI-related token leveraged trading.

AI Track Ignites 2025 | Frontier Lab Crypto Market Weekly Report

In the stablecoin market, the market cap of USDT has slightly decreased by 1.38% to $14.27 billion, while USDC has increased by 2.56% to $4.4 billion, indicating that the main buying force in the market is still maintaining continuous capital inflow.

AI Track Ignites 2025 | Frontier Lab Crypto Market Weekly Report

Performance of Public Chains

Top five in TVL growth for public chains:

  1. Zircuit: Collaborating with the Gud Tech AI team to develop AI smart vaults and multi-chain trading infrastructure.
  2. Hyperliquid: Launching the staking feature, adding support for AI-related token leveraged trading
  3. Toncoin: Develop TON Teleport BTC permissionless bridging solution
  4. ZKsync Era: Issued the "2025 is the year of ZK" declaration
  5. Solana: Launched the AI Agent Kit development toolkit, multiple GameFi projects announced their development plans for 2025.

AI Track Ignites 2025 | Frontier Lab Crypto Market Weekly Report

Token Growth Rankings

The top five tokens with the highest increase are all related to the AI Agent track:

  1. AI16Z: Released version 0.1.7 update, market capitalization surpassed 2 billion USD.
  2. ATA: Bringing TEE technology on-chain, joining the Optimism ecosystem
  3. GRIFFAIN: Launching the SAIMP Open Standard Protocol
  4. VIRTUAL: More than 200 projects have used the GAME framework within a month of its launch.
  5. PHA: Released the 2025 TEE x AI Technology Report, announced important network architecture adjustments.

AI Track Ignites 2025 | Frontier Lab crypto market Weekly Report

AI Track Ignites 2025 | Frontier Lab Crypto Market Weekly Report

Market Outlook

Next week, the U.S. will release employment data, which may influence the Federal Reserve's interest rate cut decisions and is expected to bring market volatility. As the holiday ends and institutional investors return, market liquidity is expected to recover. It is recommended that investors:

  1. Maintain a defensive allocation, increase the allocation ratio of leading assets such as BTC and ETH.
  2. You can moderately participate in high-yield gun pools and preparatory DEX projects.
  3. Pay attention to the development of AI infrastructure projects.
  4. Strictly control positions and做好风险管理

AI Track Ignites 2025 | Frontier Lab Crypto Market Weekly Report

AI Track Ignites 2025 | Frontier Lab Crypto Market Weekly Report

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NotFinancialAdviservip
· 08-13 06:24
TVL has finally recovered, feeling like it's time to make a move.
View OriginalReply0
Anon32942vip
· 08-10 09:52
The defense has been breached, and this damn TVL can still rise.
View OriginalReply0
TokenUnlockervip
· 08-10 09:46
The bearish heart has wavered again.
View OriginalReply0
MEVSandwichVictimvip
· 08-10 09:42
Hehe, it's both AI and Decentralized Finance, if we're not careful, we might get caught by the Bots again.
View OriginalReply0
SatoshiNotNakamotovip
· 08-10 09:40
It has risen again, this is probably just how it is.
View OriginalReply0
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