Weekly Selection丨The macro environment is broadening, and Bitcoin has returned to $100,000; Trump is about to take office, and the probability of approval of more altcoin ETFs increases.

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Reprinted from panewslab

01/18/2025·13days ago

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

Conversation with Dragonfly Managing Partner: How to succeed in cryptocurrency without relying on luck?

In the emerging field of cryptocurrency, real success comes from technical understanding, continuous learning and value creation, not just the pursuit of short-term gains.

Trump is about to take office, and encryption companies have donated more than 10 million US dollars to the inaugural committee. How will the market interpret it?

Will the market rally brought about by Trump happen again? The price trend of Bitcoin has ushered in many key points, and analysts have given their own predictions on the implementation of the New Deal and price trends.

Which US states are considering establishing Bitcoin reserves?

Currently, a total of 5 states plan to establish Bitcoin reserves, namely Texas, Pennsylvania, Ohio, New Hampshire and North Dakota.

The opening ceremony of"Trump Market" is officially over: How does the market price the "debt crisis" based on the rise in term premium?

In general, the author believes that the prices of many high-growth risk assets, including the crypto market, will continue to be suppressed in the short term. The reason is that the U.S. Treasury bond market has amplified term premiums and higher mid- and long-term interest rates, which have had a negative impact on them. The reason for this situation is that the market is pricing in the U.S. debt crisis.

Multicoin Capital: Predictions change again, these 7 crypto trends remain unchanged

Bezos believes that it is more important to predict narratives that will remain unchanged in the next 10 years than to predict changes in the next 10 years. In the Crypto industry, in addition to paying attention to many predictions, seizing the unchanging trends is the way to go.

Litecoin is heading towards the next ETF, and applications for altcoin ETFs may speed up due to the Trump administration coming to power.

Notably, the SEC has never considered Litecoin a security. With the Trump administration about to take office, the market is full of expectations for the future regulatory direction of altcoin ETFs, especially regarding the approval of altcoin ETFs such as Litecoin, Solana and XRP.

AI and Meme

The AI ​​Agent track has rebounded strongly, here are 10 emerging AI Agent projects that have attracted much attention

In this article, PANews takes stock of 10 emerging AI Agent projects that have received high market attention recently. These projects all come from the Solana and Base ecosystems, and have attracted a large amount of financial attention and participation within just a few days of being launched, and their market value has increased significantly.

Analyze the performance, technical characteristics and potential value accumulation path of AI Agent aixbt on encrypted Twitter

Take a detailed look at aixbt’s role as a KOL, financial performance, technology stack, token economics, and future development directions.

How much of the multi-trillion-dollar AI agent market can Web3 capture?

Nvidia CEO, "There is a trillion-dollar business opportunity for AI agents."

Cookies.fun User Guide: How to find the AI ​​Agent"Golden Dog" project?

This article describes how yb effect uses the Cookies.fun tool to improve its research efficiency in the fields of cryptocurrency and AI agents.

From TEE to chaining, a brief analysis of the five major trends in the AI ​​Agent track

AI Agent is just the starting point for the narrative fermentation of AI + Crypto. The MEME-based asset issuance narrative can attract attention.

2024 Solana Memecoin Annual Consumer Behavior Report: Total transaction fees across the entire chain exceed US$3 billion, with the largest “Krypton gold player” monopolizing US$130 million

The report conducts an in-depth analysis of the consumption data of Memecoin players with transaction amounts exceeding US$1,000 among the approximately 4 million user addresses on the Solana chain in 2024. Starting from the distribution of handling fees, it comprehensively presents the consumption behavior of Memecoin users this year and the performance of each platform. Benefit situation.

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

Seize the opportunity

Solana officially promotes DePIN project Roam: with millions of nodes, South Korea has become a "mining" center

The current total number of Roam devices is approximately 1.21 million, ranking first in the world. What is the “magic” behind this rapid growth?

A deep dive into opportunities in the Ethereum roadmap, DevCon, and Pectra upgrades

Through roadmaps, DevCon discussions, and the upcoming Pectra upgrade, Ethereum is leading the way in scalability, account abstraction, and cryptographic applications to reshape the future of the ecosystem.

An article taking stock of high-performance public chain MegaETH ecological projects

With a seed round of financing of US$20 million, a comprehensive review of the MegaETH ecological project of the Ethereum ecosystem, in which Vitalik participated. Pay attention early and be one step ahead!

" Golden Dog" discovery list: A quick look at SendAI Solana AI Hackathon winning projects

Today, the winning results of the Solana AI Hackathon hosted by SendAI were officially announced. This 15-day AI Hackathon gathered active participation from more than 400 projects. After fierce competition, 21 projects finally stood out from the many participants.

Web3 things

After years of silence, Ethereum’s official social account finally “speaks”

After members of the Ethereum community criticized the network's lack of online marketing, particularly on Platform X, the Ethereum Foundation announced a new strategy targeting the "social aspect" of the network.

It has increased 64 times in one year. What actions will RWA track L1 project MANTRA take?

On the RWA track, MANTRA(OM) has been making frequent moves in the past year and will be launched on the mainnet in October 2024. On January 9, MANTRA announced that it had reached an agreement with Dubai-based real estate group DAMAC Group to tokenize at least US$1 billion of the group’s assets in the UAE.

ANIME currency is about to be issued: community airdrops account for more than half, and Azuki series NFTs have not seen a significant increase

Azuki's animation project Animecoin will launch the ANIME token in January this year, but it has not significantly boosted the price of the Azuki NFT series. The market does not seem to be fully paying for it, and controversy has also arisen.

TikTok refugees are flocking to Xiaohongshu like crazy. How to find Meme investment opportunities there?

People in the currency circle who are on the front line of surfing are now starting to learn to use Xiaohongshu to find the next 100-fold coin.

Behind Base 's war of words: net capital inflows in the past three months exceeded US$2.5 billion, and TVL exceeded US$14.2 billion, surpassing Solana

PANews reviewed Base's recent data and compared it with Solana to see if Base's rise is a threat or another "crying wolf"?

The two popular Layer 1 public chains Sonic and Monad are quarreling. What happened?

This morning, two popular Layer 1 networks, Sonic (formerly Fantom) and Monad, suddenly got into a fight with each other, and even the founders of both parties personally stepped down.

Xterio TGE controversy: Fraud, injustice, zeroing in... What happened to the former star project?

Many players lost their money, and Xterio seemed to have fallen from the altar.

FTX’s $16 billion compensation is imminent, will it become an incremental fund for the bull market?

It took two years, but creditors finally saw the light.

Pump.fun was accused by an American law firm. Users suffered losses and were disgusted by other founders of the Solana ecosystem.

Law firm Burwick accused Pump.fun of charging huge fees while also allowing the publication of various forms of harmful content, and called on victims to join the lawsuit in exchange for part of their losses.

Technical style

Sonic SVM in-depth research report: Solana expansion solution for Web3 games

Sonic SVM is a specific Layer 2 solution built on the Solana blockchain, focusing on the optimization of games and high-frequency interactive applications. It aims to provide game developers with a high-performance, low-cost blockchain environment by expanding Solana's infrastructure to support large-scale online games and applications and meet the growing needs of Web3 users.

Comparative analysis of MegaETH, Monad and Hyperliquid: Who can lead the high-performance blockchain?

The competition between MegaETH, Hyperliquid and Monad highlights a key aspect of blockchain development: no one solution can currently dominate all use cases. Each platform excels in its field and offers a unique value proposition that meets different needs.

In-depth analysis of Usual: The "tricky" behind USD0++ de-anchoring and revolving loan liquidation

Although the general public once had good hopes for Usual, the recent "farce" has brought Usual down from the altar.

Important information

Slow Mist: Wang Xing was defrauded and the screenshots of crypto transactions related to the Myanmar incident were forged.

People familiar with the matter: China considers selling TikTok's US business to Musk as an option to deal with the ban

Supreme People's Procuratorate: Crack down on criminal activities using virtual currencies to illegally transfer assets abroad in accordance with the law

U.S. core CPI unexpectedly fell, and the mild rebound in unseasonally adjusted CPI was in line with expectations

U.S. SEC Chairman: The SEC has never declared that Bitcoin and Ethereum are securities

Foreign media: Trump is “open to” the idea of ​​establishing a strategic reserve containing a U.S.-created digital currency

South Korean financial authorities notified Upbit that it will face suspension and rectification measures

El Salvador’s president plans to install a Bitcoin node in every home in the country

Lead Benefit, a Hong Kong subsidiary of Mingcheng Group, spent US$47 million to purchase 500 Bitcoins

Analysis: Bitcoin exchange reserves are close to the lowest level in 7 years, perhaps due to hedge funds buying at low prices

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