I. Attention Value - Market Highlights
1. Market Situation
（1）Macroeconomic Environment:
l Release of US November CPI data: Tech stocks surge, Nasdaq hits record high, Is rate cut a done deal?
On December 12, the US Bureau of Labor Statistics released the November Consumer Price Index (CPI) data, showing a year-on-year increase of 2.7%, slightly higher than the 2.6% in October and in line with market expectations. On a month-on-month basis, the CPI rose 0.3%, higher than the 0.2% in the previous month, the largest increase since April this year. The core CPI remained at 3.3% year-on-year, and also increased 0.3% month-on-month, unchanged from the previous value.
These data have boosted market expectations of a 25-basis-point rate cut by the Federal Reserve at its meeting next week, with the probability of a rate cut exceeding 96%. Analysts pointed out that although inflationary pressures have eased somewhat, economic growth has shown resilience, making policymakers more open to stimulating economic growth.
Affected by the news, the major US stock indexes rebounded across the board. As of the close on Wednesday, the Dow Jones Industrial Average fell slightly by 0.2%, while the S&P 500 index rose 0.8%, and the Nasdaq index surged 1.77%, breaking through the 20,000-point psychological barrier for the first time. Tesla's stock price rose nearly 6%, leading tech giants like Google, Meta and Amazon to new highs. At the same time, crypto-concept stocks also performed strongly, with MicroStrategy up over 9% and Coinbase up nearly 4%.
(2) Web3 Field:
l Release of US CPI data, Crypto market rebounds, Bitcoin back above $100,000
Affected by the release of US CPI data yesterday, the crypto market has generally rebounded. Bitcoin rose 4.5%, breaking back above $100,000, and Ethereum also broke through $3,800. Altcoins generally rebounded to the levels before yesterday's decline. Data shows that the US Bitcoin spot ETF saw a net inflow of $223 million yesterday, and over 9.7 billion USDT have flowed into centralized exchanges in the past 24 hours, with active market trading and a bullish sentiment. In the meme coin sector, Doge, SHIB, WIF, BONK and FLOKI all rose by more than double digits. In addition, AI-concept tokens such as NEAR, ICP and Render have also achieved gains of over 10%, showing the market's continued attention to emerging sectors.
2. Hot Events
(1) Macroeconomic Environment:
l Brian Quintenz becomes a hot candidate for CFTC chairman, may affect crypto regulation policy under the Trump administration
Brian Quintenz, a former Republican CFTC commissioner, has become a leading candidate to head the US Commodity Futures Trading Commission (CFTC), which could signal a major shift in crypto regulation during the Donald Trump presidency. According to informed sources, Quintenz has been interviewed for the position and is currently responsible for policy affairs in the digital asset division of venture capital firm Andreessen Horowitz's a16z Crypto. Although Quintenz and a16z's spokespeople have not commented on this, the news has generated widespread market attention. The spokesman for the Trump transition team also did not respond to this.
(2) Web3 Field:
l Nature reports on ResearchHub: Scientists earn more than professor salaries through crypto-based paper reviews
The renowned global scientific journal Nature reported on December 11 on the DeSci project ResearchHub, which uses its native token RSC to incentivize peer review of academic papers, with each paper review earning around $150 worth of tokens to independently review new research papers. The article mentioned that this model has provided economic opportunities for some, particularly for the São Paulo molecular biology consultant Pedro Paulo Gattai Gomes, who said the income he has earned from reviewing papers for ResearchHub has already exceeded his salary as a professor at an academic institution. Gomes reviews an average of 15 papers per month, earning $150 worth of ResearchCoin (RSC) tokens per review. He pointed out: "Paid reviewing is fair, because unpaid work not even getting a thank-you is very unfair."
After the news was released, the price of $RSC surged. According to CoinGecko data, RSC soared 22.7% in the past 24 hours, reaching a high of $1.04.
3. Hot Narratives
l The resurgence of Decentralized Science (DeSci): New opportunities and challenges in the crypto industry
Recently, decentralized science (DeSci) has become a hot topic in the crypto industry. According to Google Trend data, this keyword reached its peak search interest in the past five years at the end of November. DeSci is actively addressing the fundamental challenges facing the traditional scientific field, such as funding shortages, data sharing, and collaboration, and its application scope has expanded to areas such as promoting research, reducing the cost of genetic testing, and treating hair loss.
With the rise of tokens such as $RIF and $URO, DeSci has attracted a lot of investor attention and speculation, but has also faced some skepticism, and the enthusiasm has waned. However, with today's report and support from Nature for ResearchHub, this track has once again attracted people's attention. DeSci is ushering in a period of rapid growth, and according to CoinGecko data, the total market value of the leading DeSci tokens has already exceeded $1.2 billion, highlighting the huge development potential and market recognition of this field.
II. Attention Value - Hot Projects
1. Project Introduction
l $arc | AI | @arcdotfun
- Is building Rig, which is a Rust library for building scalable, modular, and ergonomic LLM-driven applications.
- $arc is the token of @Playgrounds0x, the founder of the rig framework.
- Built on Rust, Solana native, with very suitable speed, scalability and security.
- Roadmap: 1. Multi-agent system; 2. Platform-specific agents (Discord, Tg, Notion, Slack, etc.); 3. Agents with on-chain operation capabilities; 4. Agents for reading on-chain data; 5. Integration with other agent (depin) networks; 6. Educational content to help developers better understand their platforms.
III. Attention Value - Sector Rotation
1. Hot Sectors
Source: Dune, Dot Labs
Source: Dune, Dot Labs
2. Sector Rotation
