Weekly Selection丨The AI Agent narrative evolves rapidly, and DeFAI becomes the new favorite of the market; Bitcoin fell below $92,000 under the influence of multiple macro negative factors

Reprinted from panewslab

01/11/2025·1M

PANews Editor's Note: PANews has selected a week's high-quality content to help you use your weekend time to check for omissions and fill in the gaps. Click on the title to read.

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macro perspective

Vitalik’s new article: How does decentralized accelerationism affect cryptocurrency and AI?

The core idea of d/acc is simple and clear: decentralized, democratic, and differentiated defensive acceleration.

Arthur Hayes’ Latest Crypto Market Forecast: Bullish overall, but I’d run away from the top at the end of March

Of course, anything can happen, but overall I'm bullish.

With Trump coming to power soon, how do various institutions and KOLs view the trend of Bitcoin?

The annual price is expected to hit US$200,000, but the "Trump effect" may not be able to take effect quickly.

In the “country-based” era, Bitcoin returns to the “road of globalization”

In the past year, there have been constant disputes over the "deglobalization" of the physical world. In the digital world, a new globalization model is gradually emerging.

Archeology of the top ten Bitcoin whales that"reappear in the world" in 2024: the highest transfer exceeds 1,000 BTC, and the lowest cost is less than 1 US dollar

This article will focus on analyzing the top ten most influential Bitcoin whale wallet reactivation cases, delve into the multiple possible reasons behind these activities, and analyze how they potentially affect market sentiment, pricing, and the dynamic development of the entire crypto ecosystem. .

With 69,000 coins for sale and risk aversion surging, Bitcoin may fall to $70,000?

The bell of 2025 is ringing, but the market seems to have entered garbage time.

AI and Meme

A look at 20 Eliza Labs official cooperation projects: Hyperfy has made hundreds of millions of dollars in short-term transactions, and the boosting effect of low market capitalization is more obvious

This article counts 20 official cooperation projects of Eliza Labs. These projects are mainly high-market value projects, most of which are tens of millions or even hundreds of millions of dollars. From the perspective of market performance, many low-market value projects have shown significant growth. Among high-market value projects, except for Hyperfy, which has a particularly obvious rising effect, the other projects have relatively limited growth. This may be due to the fact that these large-market value projects have experienced relatively high growth before. Related to high growth rate.

AI plays the leading role, 22 encryption projects collectively end up deploying AI Agent

This article PANews has compiled 22 non-AI encryption projects that deploy AI Agents, covering multiple tracks such as games, public chains, payments, DeFi and DePIN. These projects mainly accelerate AI Agents through technical framework development and application scenario implementation. Ecological construction and development.

Analysis of Swarms and other six major AI Agent chips: 1,647 large households hold 1.58 billion U.S. dollars in tokens, buying scattered at the bottom, and concentrating at high levels.

PANews took the recently popular Swarms token as the main analysis object, and conducted a comparative analysis of the large addresses of 6 AI Agent tokens with high market value, trying to "carve out a sword" again to get a glimpse of some passwords.

$LLM speed pass 80M market value:"Fat version ai16z" image, more grounded AI Meme narrative

$LLM is not just a Token, but more like an experiment. It exists in a self-deprecating way, inviting everyone to join in the laughter.

The organizer of the Solana AI Hackathon denounced: The Solana AI Hackathon should not be reduced to a"casino", and the cabal is a bad VC with no reputational baggage.

Over-tokenization makes builders myopic and blind.

The battle for the"big brother" of the AI Agent framework: AI16Z has obvious first-mover advantage, and Swarms has more potential for development

Eliza is the current blockchain AI Agent, and Swarms is the future of AI Agent development?

Take a look at 13 popular DeFAI projects: GRIFFAIN and Hey Anon have a market value of over 100 million, with an average increase of over 440%

In this article, PANews compiled 13 popular DeFAI currency issuance projects. Among them, only GRIFFAIN and Hey Anon have a market value of over 100 million, and most of the others are in the tens of millions of dollars. The scarcity of leading projects may mean that participation in the DeFAI track is still relatively limited. However, the overall performance of the DeFAI project is still worthy of attention. The 13 projects have increased by an average of 445.6% in the past week. Among them, Hive, HotKeySwap, Bankr and Hey Anon have increased far beyond the average, demonstrating the attention of capital.

Why do you keep losing money when buying memes? A comprehensive analysis of the inside story of meme market trading

Have you ever encountered the meme of chasing prices and then returning to zero, and cutting off the meat and then taking off? How does the banker operate? Is there any inside information on the addresses of the Top 100 positions? How to operate to avoid being cut off by the dealer? This article will provide an in-depth analysis of banker addresses and transaction data through several types of coins.

Lianyou bravely entered the AI Agent track. Why did the game character Freya become popular and be shortlisted for Binance Alpha?

Before other well-known chain game projects enter the game, the roguelike fantasy RPG game Starfall Chronicles has taken the lead in the AI agent field with its "top card" Freya, and was recently shortlisted for Binance Alpha.

PANews' account [MEME Daily] will select daily hot memes for readers to understand the track situation, click here to view.

Seize the opportunity

The Monad testnet is about to be launched. How can I participate in the ecological construction in advance?

The currency issuance is expected to be full, and the ecology is ready to move.

Overview of the Solana virtual machine track: Who can compete among Sonic SVM, SOON and Eclipse?

Comprehensive interpretation of Sonic SVM, SOON, and Eclipse.

BIO Protocol in-depth research report: the decentralized science (DeSci) platform fully supported by Binance

BIO Protocol is an important innovator in the DeSci industry, providing a fair and transparent collaboration platform for researchers, investors and patient communities by building a decentralized biotechnology research and commercialization ecosystem. Its comprehensive token economic model and strong cooperation network give BIO Protocol significant potential in the rapidly growing DeSci market

Ambush "Trump takes office"? An article summarizing the new government encryption team and related concept coins

Trump’s new government has many politicians who support cryptocurrency. With the presidential inauguration on January 20, which crypto project tokens and meme coins may be worthy of attention and layout?

Is the era of millisecond trading coming? A quick overview of Solayer Chain in one article

1 millisecond transaction confirmation, 100 Gbps, what exactly is Solayer Chain?

Berachain mainnet is coming soon, a panoramic guide to ecological AI tracks and potential projects

This article will explore 17 AI projects in the Berachain ecosystem and 11 projects worthy of attention.

Web3 things

In-depth analysis of Kaito: How did Yap activities detonate the social flywheel?

Comprehensive analysis of the product development context of the popular project Kaito, Yap flywheel, and entrepreneurial thinking.

In-depth investigation into the Rug Pull case to reveal the ecological chaos of Ethereum tokens

We hope to help all Web3 members improve their awareness of prevention, stay vigilant in the face of endless scams, and take necessary preventive measures in a timely manner to protect the safety of their assets.

The U.S. government was approved to sell $6.5 billion in Bitcoin seized from the Silk Road. Trump promised to be embarrassed, and industry insiders said they were ready to buy the dip.

The news came to light less than two weeks before the new Trump administration officially took office. According to the analysis of the on-chain monitoring platform, it is expected that it will take several months for the US government to start liquidating the Bitcoins seized from the "Silk Road". The analysis also generally believes that the selling pressure will be quickly digested by the market.

Hyperliquid, which is famous for its right and wrong, has once again caused controversy, and the development of public chain ecology has become a difficult problem in the future.

As a Layer 1, Hyperliquid’s performance in decentralized governance and introducing more developers is unsatisfactory. Especially in terms of node participation, it seems to be full of closedness, which once again confirms the impression of many doubters about the Hyperliquid stand-alone chain.

The Los Angeles wildfire incident caused damage to some encryption companies and user wallets, and prediction market-related bets were controversial.

Cryptocurrency companies and users in Southern California have been harmed, non-profit organizations are accepting cryptocurrency donations, and a certain prediction market has been questioned as unethical due to related predictions.