5 must-read articles in the evening | What crypto stocks are worth looking forward to in 2025?

1. Outlier: A Study on the Incentive Effects of the Top 6 Ethereum L2s - Why New L2 Airdrops Fail to Retain Users Revenue generation and user acquisition are closely linked. More MAUs will increase network activity and transactions, thereby increasing sequencer revenue. Higher revenue means this is a valuable network that can attract and retain users, thereby increasing revenue. This positive feedback loop is crucial for long-term success. Read more 2. The Bull Market Has Not Ended, But the Bottom Will Take a Long Time to Form In the past week, the crypto market has experienced the largest correction since Trump's election victory. Although Bitcoin's decline was only 12%, many Altcoins have been halved, and the gains of some Altcoins in this round have been completely wiped out. If the reason for not being pessimistic on December 10th was that the bull market was still warm, the recent decline has undoubtedly completely shattered the confidence of the bulls. This has also made more and more investors firmly believe that the bull market has ended. Read more 3. PENGU's Expectations and Future Pudgy Penguins survived after experiencing a team change and being FUD'd by the new team, and they are doing well. The key is the team's strong self-healing ability - by selling toys and other operations to monetize the Penguin IP, they have ensured the long-term operation of the project, such as launching the metaverse and issuing tokens, which are the results of their operations. Read more 4. Ten Ways to Find the AI Agent Sector Leader In less than a month, the market cap of the entire AI Agent track project has reached tens of billions of dollars. Among them, Virtuals' market cap once reached $3 billion, and ai16z, Fartcoin and others once reached $1 billion. Foresight News has not fully counted, and there are at least 14 cryptocurrencies related to AI Agent with a market cap of over $100 million. Read more 5. What Crypto Stocks to Look Forward to in 2025? When researching crypto currency stocks, it is a good conversation to chat with the co-portfolio manager of the Amplify Transformational Data Sharing ETF (BLOK), which has long focused on blockchain. Dan Weiskopf told me that he is now more optimistic about 2025 than he was about this year at the end of 2023. The main reason is that as more pure crypto currency companies go public, investors will have a "crazy opportunity". Read more