#Web3 AI——让项目更透明，让投资更有力！

<div><h3>一、 注意力价值-市场要点</h3></div><div><h4>1.  市场行情</h4></div><div>（1）宏观环境：</div><div>l  前美联储副主席夸尔斯：特朗普当选不影响美联储独立性与经济稳定</div><div>前美联储副主席兰德尔·夸尔斯表示，即使唐纳德·特朗普再次当选总统，美联储的独立性、通胀水平和劳动力市场都不会受到威胁。他指出，人们对美联储独立性的理解存在误区，强调总统可以对美联储的政策发表意见，但这并不意味着美联储会失去其独立性。夸尔斯曾在特朗普任内担任监管副主席，他提到，关税本身并不会直接导致通胀，反而可能促使美联储降低利率。此外，他预计特朗普当选后会有大量非法移民被遣返，但这不会对劳动力市场造成显著影响。夸尔斯的评论恰逢消费者价格指数报告发布前夕，该报告可能显示在强劲就业市场和稳健经济背景下，2024年末美国潜在通胀仅略微降温，这或将支持美联储在未来的降息决策上采取谨慎态度。</div><div> </div><div>（2）web3领域：</div><div>l  富达数字资产报告：以太坊长期优势明显 Solana短期表现抢眼</div><div>富达数字资产在其2025展望报告中指出，以太坊在长期中具有明显优势，也承认Solana的快速增长。报告强调，以太坊的强劲基本面，如开发者活动、TVL和稳定币供应，支撑了其长期前景。尽管Solana的收入和TVL增长速度更快，但富达认为其大部分收入来源于Meme币交易，这种依赖性被视为周期性趋势，在牛市中表现良好，但在熊市中可能会减弱。报告进一步指出，Solana对Meme币的依赖与以太坊对Uniswap的使用有相似之处，但富达认为以太坊的基本面与投机之间的联系较少，因此在长远来看更为稳定。富达表示，短期价格趋势往往受到叙事的影响，并提到两个网络都计划进行升级。Solana的Firedancer升级旨在显著提高交易速度，而以太坊的Prague/Electra（Pectra）升级则关注于增强功能性、可扩展性和用户安全性。然而，富达认为Pectra升级可能不会引起社区的广泛兴趣，因为从投资角度来看，它对ETH的价值主张没有直接影响。</div><div> </div><div><h4>2.  热点事件</h4></div><div>(1) 宏观环境：</div><div>l  意大利银行Intesa Sanpaolo首次投资比特币 购买11枚价值约100万欧元</div><div>意大利最大银行集团Intesa Sanpaolo首次投资加密货币，购买了11个比特币，总价值约为100万欧元（约100万美元）。这一信息最初在一个在线论坛上泄露，随后银行的新闻部门正式确认。虽然Intesa Sanpaolo确认了这笔交易，但并未透露投资动机或未来的加密货币战略。该银行在区块链和加密货币领域较为先进，2024年7月曾与Cassa Depositi e Prestiti SpA合作，在Polygon上试点发行2720万美元的数字债券。大型机构投资比特币的趋势日益显著，软件公司MicroStrategy是这一趋势的先驱，已经连续10周持续购买比特币。其他机构如“亚洲版MicroStrategy”的Metaplanet也积极跟进，最近以95,972美元的价格购买了237个比特币。</div><div> </div><div>(2) web3领域：</div><div>l  比特币价格反弹至94,000美元 特朗普即将签署支持加密货币的行政命令</div><div>在唐纳德·特朗普准备在上任首日签署支持加密货币行政命令的消息传出后，比特币价格反弹至94,000美元。这些命令可能会推翻关键的监管措施，包括美国证券交易委员会的《会计公报121号》（SAB 121），该公报要求持有客户加密货币的公司在资产负债表上将这些资产记录为负债。根据《华盛顿邮报》的报道，这些命令预计将解决加密货币行业面临的主要挑战，如银行限制和争议性的SAB 121。该公报一直受到业界批评，立法者曾试图废除它，但乔·拜登总统对此措施进行了否决。特朗普即将上任的政府预计会重新审视这一问题，目前SAB 121政策使银行持有加密货币变得更加昂贵和风险，因此他们不太可能为客户提供加密货币托管服务。</div><div>随着这一消息的传出，加密货币市场出现强劲反弹，比特币曾跌至89,000美元，但现在已攀升至95,000美元；以太坊也从3,000美元以下反弹至3,100美元。</div><div> </div><div><h4> </h4>3.热点叙事</div><div>l  ANIME代币即将推出：50.5%分配给社区 Azuki携手Animecoin打造开放动漫宇宙</div><div>据官方消息，ANIME代币将于2025年1月在以太坊和Arbitrum平台上推出，其中50.5%的代币将分配给社区。ANIME旨在通过与Azuki等去中心化品牌的合作，推动动漫生态的转型，使其成为一个由社区共同拥有的创意经济，旨在为超过10亿动漫粉丝提供参与机会。参与代币申领的社区成员包括Hyperliquid、Kaito和Arbitrum。Azuki还宣布与Animecoin基金会合作，共同推进开放动漫宇宙的建设。Azuki社区通过去中心化品牌建设、创建100多个子社区、举办全球活动以及丰富的粉丝创作，展示了Web3对知识产权孵化的独特价值。</div><div>受此消息影响，Azuki系列NFT普遍上涨，其中Azuki单日涨幅达17.45%，Azuki Elementals单日涨幅达20.25%，而Beanz单日涨幅更是达到22.86%。</div><div> </div><div><h3>二、 注意力价值-热点项目</h3></div><div>1. 项目介绍</div><div>l  $AICC | AI | @aicceleratedao</div><div>- Coinbase、谷歌、ai16z和其他主要参与者的团队成员联手推出的项目。</div><div>- Aiccelerate将自己定位为投资和开发并重的DAO。专注于推动去中心化、开源的AI开发，并支持不同生态系统中具有高潜力的项目。</div><div>- 团队已经在努力开发第一个AI代理，将在未来几周内分享更多信息。</div><div>- Arc已受邀为Aiccelerate DAO提供咨询，团队已将100%的AICC代币直接转入Arc Treasury。同时，团队计划使用30%的AICC代币创建AICC/ARC流动性对，这将产生费用并返回Arc Treasury，这些费用将用于资助生态系统计划并激励开发者的贡献。剩余的70% AICC代币已锁定在托管合约中，受益人为Arc Treasury，并将在明年以线性方式兑现。</div><div> </div><div><h3>三、 注意力价值-板块轮动</h3></div><div>1. 热点板块<img src="https://static.fwimg.io/img/feed/49e3e9d4f7e518094b5fb6b756565e2a.jpg"></div><div>资料来源：Dune，Dot Labs</div><div><img src="https://static.fwimg.io/img/feed/138d35a643b9439bc5f2e482b755e44c.jpg"></div><div>资料来源：Dune，Dot Labs</div><div>2. 板块內部</div><div><img src="https://static.fwimg.io/img/feed/da0167a7b74df66ee3a4ab13006cbab5.jpg"></div><div>资料来源：Dune，Dot Labs</div>

Web3 AI每日点评（2025/1/14）

#Web3 AI - Making projects more transparent and investments more powerful!

<div><h3>I. Attention Value-Market Highlights</h3></div><div><h4>1. Market Trends</h4></div><div>(1)Macroeconomic Environment:</div><div>l Former Fed Vice Chair Quarles: Trump's Re-election Won't Threaten Fed Independence and Economic Stability</div><div>Former Federal Reserve Vice Chair Randal Quarles stated that even if Donald Trump is re-elected as president, the Fed's independence, inflation levels, and the labor market will not be threatened. He pointed out that there is a misconception about the Fed's independence, emphasizing that the president can comment on the Fed's policies, but this does not mean the Fed will lose its independence. Quarles, who served as the Fed's Vice Chair for Supervision under Trump, mentioned that tariffs alone will not directly cause inflation, and may even prompt the Fed to lower interest rates. Additionally, he predicted that a large number of undocumented immigrants will be deported if Trump is elected, but this will not have a significant impact on the labor market. Quarles' comments come on the eve of the release of the Consumer Price Index report, which may show that potential inflation in the United States will only cool slightly by the end of 2024 against the backdrop of a strong job market and a robust economy, which could support the Fed's cautious approach to future rate cuts.</div><div> </div><div>(2)Web3 Sector:</div><div>l Fidelity Digital Assets Report: Ethereum's Long-term Advantage is Evident, Solana's Short-term Performance is Impressive</div><div>In its 2025 Outlook report, Fidelity Digital Assets pointed out that Ethereum has a clear long-term advantage, while also acknowledging Solana's rapid growth. The report emphasizes that Ethereum's strong fundamentals, such as developer activity, TVL, and stablecoin supply, support its long-term prospects. Although Solana's revenue and TVL growth rates are faster, Fidelity believes that a significant portion of its revenue comes from MEME coin trading, which is seen as a cyclical trend that performs well in bull markets but may weaken in bear markets. The report further notes that Solana's dependence on MEME coins is similar to Ethereum's use of Uniswap, but Fidelity believes Ethereum's fundamentals are less linked to speculation, making it more stable in the long run. Fidelity stated that short-term price trends are often influenced by narratives, and mentioned that both networks have planned upgrades. Solana's Firedancer upgrade aims to significantly improve transaction speed, while Ethereum's Prague/Electra (Pectra) upgrade focuses on enhancing functionality, scalability, and user security. However, Fidelity believes the Pectra upgrade may not generate widespread interest in the community, as it does not have a direct impact on the value proposition of ETH from an investment perspective.</div><div> </div><div><h4>2. Hot Events</h4></div><div>(1) Macroeconomic Environment:</div><div>l Italian Bank Intesa Sanpaolo Makes First Bitcoin Investment, Purchasing 11 Bitcoins Worth Around €1 Million</div><div>Intesa Sanpaolo, Italy's largest banking group, has made its first investment in cryptocurrencies by purchasing 11 Bitcoins, with a total value of around €1 million (approximately $1 million). This information was initially leaked on an online forum, and the bank's press office later officially confirmed the transaction. While Intesa Sanpaolo confirmed the trade, it did not disclose the investment rationale or its future cryptocurrency strategy. The bank is relatively advanced in the blockchain and cryptocurrency space, having collaborated with Cassa Depositi e Prestiti SpA in July 2024 to pilot the issuance of a $27.2 million digital bond on Polygon. The trend of large institutions investing in Bitcoin is becoming increasingly evident, with software company MicroStrategy being a pioneer in this area, continuously purchasing Bitcoin for the past 10 weeks. Other institutions, such as Metaplanet, the "Asian version of MicroStrategy," are also actively following this trend, recently purchasing 237 Bitcoins at a price of $95,972.</div><div> </div><div>(2) Web3 Sector:</div><div>l Bitcoin Price Rebounds to $94,000, Trump Set to Sign Executive Order Supporting Cryptocurrencies</div><div>Following the news that Donald Trump is preparing to sign an executive order supporting cryptocurrencies on his first day in office, the price of Bitcoin has rebounded to $94,000. These orders may potentially overturn key regulatory measures, including the SEC's Accounting Bulletin 121 (SAB 121), which requires companies holding client cryptocurrencies to record these assets as liabilities on their balance sheets. According to a report in The Washington Post, these orders are expected to address the major challenges facing the cryptocurrency industry, such as banking restrictions and the controversial SAB 121. The bulletin has been heavily criticized by the industry, and lawmakers have previously attempted to repeal it, but President Joe Biden vetoed the measure. The incoming Trump administration is expected to revisit this issue, as the current SAB 121 policy makes it more expensive and risky for banks to hold cryptocurrencies, making them less likely to provide cryptocurrency custody services for clients.</div><div>With the release of this news, the cryptocurrency market has experienced a strong rebound, with Bitcoin having dipped to $89,000 but now climbing to $95,000, and Ethereum rebounding from below $3,000 to $3,100.</div><div> </div><div><h4> </h4>3. Hot Narratives</div><div>l ANIME Token to Launch Soon: 50.5% Allocated to the Community, Azuki Partners with Animecoin to Create an Open Anime MetaverseAccording to official information, the ANIME token will be launched on the Ethereum and Arbitrum platforms in January 2025, with 50.5% of the tokens allocated to the community. ANIME aims to drive the transformation of the anime ecosystem through collaborations with decentralized brands like Azuki, creating a community-owned creative economy that aims to engage over 1 billion anime fans. The community members participating in the token claim include Hyperliquid, Kaito, and Arbitrum. Azuki also announced a partnership with the Animecoin Foundation to jointly advance the construction of an open anime universe. The Azuki community has demonstrated the unique value of Web3 in incubating intellectual property through decentralized brand building, creating over 100 sub-communities, hosting global events, and rich fan creations.

As a result of this news, the Azuki series of Non-Fungible Tokens (NFTs) have generally risen, with Azuki seeing a daily increase of 17.45%, Azuki Elementals seeing a daily increase of 20.25%, and Beanz seeing a daily increase of 22.86%.

Web3 AI Daily Review (2025/1/14)

The cryptocurrency market performance
Currently, the total cryptocurrency market capitalization is $3.3 trillion, with BTC accounting for 56.82%, which is $1.88 trillion. The stablecoin market capitalization is $206.1 billion, a decrease of 0.14% in 7 days, of which USDT accounts for 66.82%.
This week, the price of BTC has shown a downward trend, with the current price at $94,496; ETH has shown an upward trend, with the current price at $3,247.
Among the top 200 projects on CoinMarketCap, most have declined, and a small portion have increased, including: XDC with a 7-day increase of 13.75%, AI16Z...

The market plunged sharply due to the non-agricultural and expected large-scale BTC sales, and AI is still a hot topic | Hotcoin Research Market Insights: January 6, 2025

Foresight News
HT: David Nage, Venture Capital PM ARCA
AR: Shaofaye123, Foresight News

Nvidia CEO says the era of 'AI Agentics' has arrived, calling it a new frontier with 'trillions of dollars in opportunity'.
Prior to Huang Renxun's remarks, user interest shifted towards Web3 AI agents in Q4 2024, leveraging the infrastructure and frameworks provided by Web3 and AI to...

How big will the future market size of Web3 AI agents be?

The AI Agent has great potential, and as the technology continues to advance and mature, its development prospects are highly anticipated.

CZ đã sử dụng BNB long mubarak trên APX Finance và giao dịch hiện đã kết thúc

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