1. Popular Coins on CEX
CEX Trading Volume Top10 and 24-hour Price Change:
BTC: + 0.11%
ETH: - 0.60%
XRP: - 0.49%
DOGE: - 3.38%
SOL: + 2.05%
HIVE: + 18.24%
BNB: - 0.62%
SUI: - 1.52%
ADA: + 1.52%
PEPE: - 3.36%
24H Gainers (Data from OKX):
PRQ: + 15.48%
ACT: + 10.01%
MOVE: + 9.81%
IQ: + 7.81%
LUNA: + 7.17%
INJ: + 6.47%
FET: + 6.27%
STORJ: + 5.94%
ZENT: + 5.68%
BTT: + 5.01%
2. Top 5 Trending Meme Coins on-chain (Data from GMGN):
swarms
PRIME
PENGU
BUZZ
Asha
3. 24H Trending Coins
swarms: AI cluster concept Token, already listed on Binance alpha and Moonshot, market cap once exceeded $400 million, currently reported at around $270 million.
Asha: New AI meme, currently reported market cap of around $9 million.
Headlines
VitaDAO: To launch new token on Pump Science on February 25
The longevity research autonomous organization VitaDAO posted on the X platform that it will launch a new compound experiment Token on the Pump Science platform on February 25, and the supplement pre-purchase and market release will be on March 25.
For the ninth consecutive week, Michael Saylor hinted at increasing Bitcoin holdings
MicroStrategy founder Michael Saylor hinted again on the X platform that he will increase his Bitcoin holdings. It is reported that he has posted hints about increasing Bitcoin holdings for 9 consecutive weeks, and MicroStrategy usually bought Bitcoin the next day.
Shaw: The founder of swarms does not know how to code and has a history of fraud
ai16z founder Shaw replied to a community member on the X platform, stating that the founder of swarms does not know how to code, and said he had tried to warn the public, but ended up being hated. People like this 19-year-old high school dropout, although a Google search of his name will reveal a long history of fraud, but no one cares. He also said that while others may not see through it, he can see that swarms is faking code and stealing others' achievements.
Industry News
Chilean lawmakers are considering legislation on strategic Bitcoin reserves
According to Simply Bitcoin, Chilean lawmakers Gael Yeomans and Juan Santana are considering legislation on strategic Bitcoin reserves.
The Block's GMCI index shows that the Meme and AI indices had the largest gains in 2024, and L1 tokens and the top 30 crypto projects also performed well. However, in 2024, two of the twelve total indices declined overall: the GMCI Gaming index fell about 16%, and the GMCI L2 index fell about 30%. The gaming index holds 12 digital assets in the gaming sector, with its top holdings Beam (BEAM), ImmutableX (IMX) and Gala (GALA) accounting for nearly 60% of the index's value. It is worth noting that the index does not include TON, although the crypto-based Telegram game has an audience of nearly 1 billion, and the value of TON grew by more than 100% in 2024.
The L2 index holds only 9 assets, with its top three holdings Mantle (MNT), Polygon (POL) and Arbitrum (ARB) accounting for more than 60% of the index's value. Although MNT rose throughout 2024, the price declines of POL (formerly MATIC) and ARB weighed on the index. However, the downward trend of the L2 index may be reversed in 2025. Linea plans to launch its Token in the first quarter of 2025, which could help revive the sector. Uniswap's L2 network Unichain also plans to launch its mainnet in the "early 2025", adding another chain to the Optimism super-chain ecosystem.
Global on-chain RWA assets officially exceed $15 billion, with a 30-day increase of 11.97%
According to data from the RWA monitoring platform RWA.xyz, as of January 5, 2025, global on-chain RWA assets exceeded $15 billion, reaching $15.31 billion, with a 30-day increase of 11.97%; the number of asset holders exceeded 80,000, reaching 81,495, with a 30-day increase of 2.6%; the number of asset issuers increased to 119; the value of stablecoin assets reached $203.66 billion, with a 30-day increase of 4.21%, and the number of stablecoin holders reached 141 million. In addition, the size of the US Treasury token asset exceeded $4 billion, reaching $4.09 billion, with a 7-day increase of 0.27%; the number of holders decreased to 12,205, with a 7-day decrease of 2.32%.
Project News
Raydium's 24H trading volume surpassed Uniswap, ranking first
According to DefiLlama data, Raydium's 24H trading volume surpassed Uniswap, ranking first, reaching $2.286 billion, while Uniswap's 24H trading volume was $2.131 billion.
GSR is a market maker for the AI infrastructure project FLOCK
According to on-chain data analyst @ai_ 9684 xtpa, GSR is a market maker for the AI infrastructure project FLOCK. Five days ago (the first day of Token launch), the GSR address 0x113…2320b received 6 million FLOCK Tokens distributed by the project's multi-signature address for market making, accounting for 4.65% of the circulating supply (0.6% of the total supply); all Tokens have now been deposited into the Gate / MEXC / Bybit exchanges.
The on-chain analysis and research institution Pine Analytics posted on the X platform that the Tokens created or directly associated with the Solana ecosystem AI hackathon initiated by SendAI number as many as 65, with a total market cap of $482 million, an average market cap of $7.5 million, and a median market cap of $1.7 million; 13 Tokens have a market cap of over $10 million, and 42 Tokens have a market cap of over $1 million. It is worth mentioning that in early November 2024, there were only 9 Token projects with a total market cap of only $12 million, and this data has grown significantly in the two months since then.
Investment and Financing
JAN3 completes $5 million seed round financing, with Tether as an investor
According to official news, the Bitcoin technology company JAN3 has completed a $5 million seed round financing, led by Fulgur Ventures, with participation from Grupo Salinas, Tether, Lightning Ventures, East Ventures, Plan B Fund, Bitcoin Opportunity Fund and NYDIG. The new funding will be used to accelerate the development of the AQUA wallet.
Personalities & Voices
10x Research pointed out in its market analysis that while some initial enthusiasm is expected at the start of the new year, this is not yet the time to experience a bullish sentiment similar to that of late January to March 2024 or late September to mid-December. It is expected that the year will start well, but there will be a slight pullback before the release of the CPI data on January 15. Favorable inflation data may reignite optimism and drive a rebound before the January 20 Trump inauguration ceremony. However, this momentum may wane, and the market may pull back before the January 29 FOMC meeting.
Marc Zeller, the founder of the Aave Contributor Initiative (ACI), posted on X stating that to solve the problems of the Ethereum Foundation, it is necessary to: 1. Immediately fire 80% of non-developers and the current leadership; 2. Convert the remaining ETH of the Foundation into a market-tested LST portfolio; 3. Reduce current subsidies by 95%, especially initiatives like "running nodes on Vokuta"; 4. Do not sell ETH, but use LST to lend stablecoins through Sky/Aave, while reducing operating costs; 5. Hand over the X account to @JimmyRagosa, @ethereumintern_, and @antiprosynth, who will post 20+ updates daily to promote the Ethereum ecosystem.
Bitwise CEO Hunter Horsley posted on X stating: "The Trump administration may unfreeze M&A deals. Large companies (like the Big Tech giants) may ultimately be able to leverage their market capitalization. Amazon could acquire Instacart, Google could acquire Uber, and so on.
Larger companies may become even larger, while mid-sized companies may shrink. If this happens, I think it will accelerate the development of cryptocurrencies. The premise of cryptocurrencies is not trusting that large institutions will do what's in your best interest. The bigger the companies get, the more this is highlighted. 2025 will be fascinating."
Su Zhu posted on X stating: "I find it strange that people are surprised by the excellent performance of SUI. The success of Solana this cycle has made people realize that smart contract platforms can be quickly disrupted, and each generation is much better than the last. In the sea of EVM copy-pastes, Move represents a clear upgrade moment. The Move language chain has Aptos, Sui, and Move. In fact, in the 2022 race, Sui was at a disadvantage against Aptos. In fact, the two big mistakes of 3AC that year were only investing in Aptos and not Aptos + Sui (as well as investing in Fuel Labs and not Fuel + Celestia). Therefore, Sui has a more resilient and more guerrilla-like underdog advantage. If you talk to Solana developers who are also deploying on Sui now, you'll find they're very bullish on the developer experience. Ultimately, if the projects we're talking about can reach a market cap of over $100 billion, that's what really matters."
Solana co-founder toly posted on X stating: "The simplest way to handle Bitcoin's security budget is to add token and xy=k opcodes. This is also the solution with the highest political/engineering work ratio."
The security agency SlowMist recently released the "2024 Blockchain Security and Anti-Money Laundering Annual Report", which pointed out that according to the SlowMist Hacked database, there were 410 security incidents in 2024, with losses reaching $2.013 billion. Compared to 2023 (464 incidents, about $2.486 billion in losses), the losses decreased by 19.02% year-on-year.
Base protocol lead: This year, the on-chain builder + streamer prototype is likely to emerge
Base protocol lead Jesse Pollak posted on X stating: "I think the on-chain builder + streamer prototype has a good chance of emerging this year. Using AI + on-chain to publish cool stuff 10x faster, live-streaming to the world to show what's possible, and going viral quickly."
