12.27  相信周期的力量
1. 12月多为ETH/BTC的历史低点，尤其在减半年，而减半第二年都迎来大涨
2. RWA+DEFI将是2025年确定性最高的叙事，政策友好将带来链上的繁荣，链上的繁荣将带动币价暴涨，2017年的ICO，2021年的DEFI
3.目前链上生息稳定币领域ENA,USUAL已经开始热起来了

Twitter

1. December is often the historical low point for ETH/BTC, especially in the year after a halving, and the second year after a halving usually sees a big surge.
2. <RWA+DEFI> will be the narrative with the highest certainty in 2025, as policy-friendly measures will bring prosperity on-chain, and the on-chain prosperity will drive a surge in cryptocurrency prices, similar to the ICO boom in 2017 and the <DEFI> boom in 2021.
3. The on-chain stablecoin yield space, with projects like <ENA> and <USUAL>, has already started heating up.

Here is the English translation:

- Improved regulatory environment benefits DeFi and DePIN
- Pectra upgrades improve user experience
- Stablecoins, tokenization, and AI agents are thriving
- ETH performance will outperform Bitcoin

Year-to-date, Ethereum's performance has lagged behind most major cryptocurrencies, rising only 52.8%, lower than Bitcoin's 127.7%, SOL's 80.7%, and XRP's 273.3%.

However, many analysts remain bullish on Ethereum and expect that with the improvement in the regulatory environment, major network upgrades, and stablecoins...

Ethereum believers have three reasons to be optimistic about ETH’s explosion in 2025: the increase is expected to exceed that of Bitcoin

Here is the English translation:

In 2024, it was undoubtedly an important year in the history of cryptocurrency. This year, with the two core narratives of ETFs and the US election, with Bitcoin as the main leverage, the cryptocurrency industry successfully broke through in the year, with listed companies, traditional financial institutions, and even national governments rushing in, significantly increasing mainstream adoption and recognition. The regulatory environment also moved towards a clearer and more relaxed path with the inauguration of the new government, and the collision of the mainstream, the divergence of paths, and the evolution of regulation became the industry's main theme this year.

01 Review of 2024: Bitcoin tops the charts, Ethereum catches up, MEME casinos draw attention
Looking back on the industry's main developments this year...

Looking back at the gains and losses of the crypto market in 2024, where is the road ahead in 2025?

On December 27, the leading Dex Aggregator on the Solana ecosystem, Jupiter, officially announced the plan to airdrop 700 million JUP tokens in January 2025, with an estimated total value of over $590 million. This is part of...