Member Weekly Report: Consensys, a giant in Ethereum infrastructure, issues a 10,000-word research report; ERC-8004 is about to launch on the Ethereum mainnet; Warden launches an on-chain AI economic coordination and verification layer.

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What were the key market developments in the Web3 space over the past week? Which events were truly valuable? The Web3Caff Research Member Weekly Report will summarize the latest funding data and market trends for you each week, featuring selected analyses of key funding projects, interpretations of market hotspots, and in-depth research reports to help you efficiently capture the forefront of Web3 trends.

Cover: Web3Caff Research

Issue number: 2025/01/24-2026/01/30, 145 issues

Table of contents

  • Recommended research reports this week
    • Ethereum infrastructure giant Consensys's 10,000-word research report: Standing at the crossroads of commercialization and IPO expectations, can compliance challenges and a profitable model be achieved simultaneously? A comprehensive analysis of its development history, strategic logic, advantages, risks, and future prospects.
  • Market Trends This Week
  • Market Hotspot Commentary
    • ERC -8004 is about to be launched on the Ethereum mainnet , which will provide the optimal solution to the trust problem between on-chain AI Agents ?
    • With the Ethereum Foundation and Optimism releasing their post-quantum security strategy, can they leverage ecosystem collaboration to jointly combat the threat of quantum decryption?
  • This week's financing events
  • Analysis of popular financing projects
    • Can Warden's launch of an on-chain AI economic coordination and verification layer drive a large-scale explosion of multi-agent technologies?
Member Weekly Report: Consensys' 10,000-word research report on Ethereum infrastructure giant; ERC-8004 to launch on Ethereum mainnet soon; Warden launches on-chain AI economic coordination and verification layer - Web3Caff Research.Member Weekly Report: Consensys' 10,000-word research report on Ethereum infrastructure giant; ERC-8004 to launch on Ethereum mainnet soon; Warden launches on-chain AI economic coordination and verification layer - Web3Caff Research.
Personal Edition
Institutional Version
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USD

Annual PRO Subscription Membership

Suitable for individual users who continuously track Web3 market and research trends
¥ 998
¥ 598
  • Market Pulse Analysis section (full content available and continuously updated, efficiently capturing market trends and anomalies).
  • The "Financing Project Decoded" section offers full access to all content, continuously updated, and a structured analysis of newly launched and popular financing projects.
  • Institutional-level research report reading pass ( 5 research report readings can be used within the membership validity period)
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Unlock access to view the history of this member's profile.
  • Web3 Terminology Hover Definitions (Instant explanations of technical terms, making reports easy for beginners to read)
  • Member community (for collaborative learning and improvement with research analysts, industry practitioners, and professional researchers).
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)

Annual PRO Enhanced Subscription Membership

Targeting high-frequency research users, practitioners, entrepreneurs, and independent researchers
¥ 9800
¥ 5800
  • Market Pulse Analysis section (full content available and continuously updated, efficiently capturing market trends and anomalies).
  • The "Financing Project Decoded" section offers full access to all content, continuously updated, and a structured analysis of newly launched and popular financing projects.
  • Institutional research reports section ( all reports are available and new reports are added weekly, covering 80+ Web3 sectors).
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Unlock access to view the history of this member's profile.
  • Web3 Terminology Hover Definitions (Instant explanations of technical terms, making reports easy for beginners to read)
  • Member community (for collaborative learning and improvement with research analysts, industry practitioners, and professional researchers).
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)

Annual PRO Subscription Membership

Suitable for individual users who continuously track Web3 market and research trends
$ 169
$ 98
  • Market Pulse Analysis section (full content available and continuously updated, efficiently capturing market trends and anomalies).
  • The "Financing Project Decoded" section offers full access to all content, continuously updated, and a structured analysis of newly launched and popular financing projects.
  • Institutional-level research report reading pass ( 5 research report readings can be accessed within the membership validity period)
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Unlock access to view the history of this member's profile.
  • Web3 Terminology Hover Definitions (Instant explanations of technical terms, making reports easy for beginners to read)
  • Member community (for collaborative learning and improvement with research analysts, industry practitioners, and professional researchers).
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)

Annual PRO Enhanced Subscription Membership

Targeting high-frequency research users, practitioners, entrepreneurs, and independent researchers
$ 1499
$ 880
  • Market Pulse Analysis section (full content available and continuously updated, efficiently capturing market trends and anomalies).
  • The "Financing Project Decoded" section offers full access to all content, continuously updated, and a structured analysis of newly launched and popular financing projects.
  • Institutional research reports section ( all reports are available and new reports are added weekly, covering 80+ Web3 sectors).
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Unlock access to view the history of this member's profile.
  • Web3 Terminology Hover Definitions (Instant explanations of technical terms, making reports easy for beginners to read)
  • Member community (for collaborative learning and improvement with research analysts, industry practitioners, and professional researchers).
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)
CNY
USD

Institutional Standard Edition Annual Membership

Elite User/Institutional Research Infrastructure
¥ 29800
  • Enterprise multi-account (1 seat; other versions are available if additional seats are needed)
  • Research Reports section (unlocks all project, narrative, and sector-specific research reports, updated weekly; reports cover 80+ Web3 sectors; user reviews say "I wish I'd discovered this sooner")
  • Our market pulse analysis and financing project decryption columns (updated 2-4 times per week, easily capturing market hotspots and popular financing projects)
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Member Weekly Report (Effective Absorption of Weekly Highlights)
  • Unlock the history of this member's access to certain sections.
  • Customized research report (1 copy, topic selection requires review, let a reputable research team in the industry conduct specialized research for you and produce results)
  • Priority access to key research directions and announcements
  • Early access to research reports (5 times; after the official release of research report previews, you can request to be ahead of the market to unlock them in advance).
  • One-on-one consultation with an analyst (1 hour, topic subject to review)
  • Analyst-exclusive Q&A service (2 questions, topic subject to approval)
  • Browse the analyst Q&A summary section (a curated selection of high-value, insightful content).
  • Institutional-level closed-door communication meetings (once per quarter, to obtain first-hand information and resources on industry trends).
  • Exclusive community for institutions (collaborating with Web3 executives, institutions, funds, etc. for collaborative research and improvement)
  • Downloadable PDF report
  • Database product CSV download (available upon request in "partial" format, once per year)
  • Web3 thesaurus (supports floating definitions for terms within reports)
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)
  • Communication and feedback regarding research direction
  • Customized research reports discounted (9.5% off)

Institutional Premium Annual Membership

Strengthen research frequency and response capabilities
¥ 50,000
  • Multiple accounts for businesses (2 seats; please contact customer service to add more seats).
  • Research Reports section (unlocks all project, narrative, and sector-specific research reports, updated weekly; reports cover 80+ Web3 sectors; user reviews say "I wish I'd discovered this sooner")
  • Our market pulse analysis and financing project decryption columns (updated 2-4 times per week, easily capturing market hotspots and popular financing projects)
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Member Weekly Report (Effective Absorption of Weekly Highlights)
  • Unlock the history of this member's access to certain sections.
  • Customized research report (1 copy, topic selection requires review, let a reputable research team in the industry conduct specialized research for you and produce results)
  • Priority access to key research directions and announcements
  • Access to research reports in advance (12 times; can be unlocked ahead of the market upon request after the official release of research report previews).
  • One-on-one consultation with an analyst (1 hour, topic subject to review)
  • Analyst-exclusive Q&A service (6 questions, topics subject to review)
  • Browse the analyst Q&A summary section (a curated selection of high-value, insightful content).
  • Institutional-level closed-door communication meetings (once per quarter, to obtain first-hand information and resources on industry trends).
  • Exclusive community for institutions (collaborating with Web3 executives, institutions, funds, etc. for collaborative research and improvement)
  • Downloadable PDF report
  • Database product CSV download (available upon request in "partial" format, once per year)
  • Web3 thesaurus (supports floating definitions for terms within reports)
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)
  • Communication and feedback regarding research direction
  • Customized research reports discounted (9.5% off)
Strong research

Institutional Professional Edition Annual Membership

Customized research + analyst support
¥ 99800
  • Multiple accounts for businesses (3 seats; please contact customer service to add more seats).
  • Research Reports section (unlocks all project, narrative, and sector-specific research reports, updated weekly; reports cover 80+ Web3 sectors; user reviews say "I wish I'd discovered this sooner")
  • Our market pulse analysis and financing project decryption columns (updated 2-4 times per week, easily capturing market hotspots and popular financing projects)
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Member Weekly Report (Effective Absorption of Weekly Highlights)
  • Unlock the history of this member's access to certain sections.
  • Customized research report (1 copy, topic selection requires review, let a reputable research team in the industry conduct specialized research for you and produce results)
  • Priority access to announcements regarding key research directions
  • Access to research reports in advance (unlimited access; upon request, reports can be unlocked ahead of the market after the official release of research report previews).
  • One-on-one consultation with an analyst (1 hour, topic subject to review)
  • Analyst-exclusive Q&A service (8 questions, topics subject to review)
  • Browse the analyst Q&A summary section (a curated selection of high-value, insightful content).
  • Institutional-level closed-door communication meetings (once per quarter, to obtain first-hand information and resources on industry trends).
  • Exclusive community for institutions (collaborating with Web3 executives, institutions, funds, etc. for collaborative research and improvement)
  • Downloadable PDF report
  • Database product CSV download (available upon request for "full" data, 2 times/year)
  • Web3 thesaurus (supports floating definitions for terms within reports)
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)
  • Communication and feedback regarding research direction
  • Customized research reports - 10% off
Strong companionship

Institutional Flagship Edition Annual Membership

In-depth research and dedicated support
¥ 129,800
  • Multiple accounts for businesses (3 seats; please contact customer service to add more seats).
  • Research Reports section (unlocks all project, narrative, and sector-specific research reports, updated weekly; reports cover 80+ Web3 sectors; user reviews say "I wish I'd discovered this sooner")
  • Our market pulse analysis and financing project decryption columns (updated 2-4 times per week, easily capturing market hotspots and popular financing projects)
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Member Weekly Report (Effective Absorption of Weekly Highlights)
  • Unlock the history of this member's access to certain sections.
  • Customized research report (1 copy, topic selection requires review, let a reputable research team in the industry conduct specialized research for you and produce results)
  • Priority access to announcements regarding key research directions
  • Access to research reports in advance (unlimited access; upon request, reports can be unlocked ahead of the market after the official release of research report previews).
  • One-on-one consultation with an analyst (1 hour, topic subject to review)
  • Analyst-exclusive Q&A service (12 questions, topics subject to review)
  • Browse the analyst Q&A summary section (a curated selection of high-value, insightful content).
  • Institutional-level closed-door communication meetings (once per quarter, to obtain first-hand information and resources on industry trends).
  • Exclusive community for institutions (collaborating with Web3 executives, institutions, funds, etc. for collaborative research and improvement)
  • Downloadable PDF report
  • Database product CSV download (available upon request in "full" format, 3 times/year)
  • Web3 thesaurus (supports floating definitions for terms within reports)
  • Daily internal news push
  • Daily Featured Push
  • Infographic Push Notifications (Hot Data, Featured Images)
  • Communication and feedback regarding research direction
  • Customized research reports - 10% off
More comprehensive

Institutional Standard Edition Annual Membership

Elite User/Institutional Research Infrastructure
$ 4299
  • Enterprise multi-account (1 seat; other versions are available if additional seats are needed)
  • Research Reports section (unlocks all project, narrative, and sector-specific research reports, updated weekly; reports cover 80+ Web3 sectors; user reviews say "I wish I'd discovered this sooner")
  • Our market pulse analysis and financing project decryption columns (updated 2-4 times per week, easily capturing market hotspots and popular financing projects)
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Member Weekly Report (Effective Absorption of Weekly Highlights)
  • Unlock the history of this member's access to certain sections.
  • Customized research report (1 copy, topic selection requires review, let a reputable research team in the industry conduct specialized research for you and produce results)
  • Priority access to announcements regarding key research directions
  • Early access to research reports (5 times; after the official release of research report previews, you can request to be ahead of the market to unlock them in advance).
  • One-on-one consultation with an analyst (1 hour, topic subject to review)
  • Analyst-exclusive Q&A service (2 questions, topic subject to approval)
  • Browse the analyst Q&A summary section (a curated selection of high-value, insightful content).
  • Institutional-level closed-door communication meetings (once per quarter, to obtain first-hand information and resources on industry trends).
  • Exclusive community for institutions (collaborating with Web3 executives, institutions, funds, etc. for collaborative research and improvement)
  • Downloadable PDF report
  • Database product CSV download (available upon request in "partial" format, once per year)
  • Web3 thesaurus (supports floating definitions for terms within reports)
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)
  • Communication and feedback regarding research direction
  • Customized research reports discounted (9.5% off)

Institutional Premium Annual Membership

Strengthen research frequency and response capabilities
$ 7200
  • Multiple accounts for businesses (2 seats; please contact customer service to add more seats).
  • Research Reports section (unlocks all project, narrative, and sector-specific research reports, updated weekly; reports cover 80+ Web3 sectors; user reviews say "I wish I'd discovered this sooner")
  • Our market pulse analysis and financing project decryption columns (updated 2-4 times per week, easily capturing market hotspots and popular financing projects)
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Member Weekly Report (Effective Absorption of Weekly Highlights)
  • Unlock the history of this member's access to certain sections.
  • Customized research report (1 copy, topic selection requires review, let a reputable research team in the industry conduct specialized research for you and produce results)
  • Priority access to announcements regarding key research directions
  • Access to research reports in advance (12 times; can be unlocked ahead of the market upon request after the official release of research report previews).
  • One-on-one consultation with an analyst (1 hour, topic subject to review)
  • Analyst-exclusive Q&A service (6 questions, topics subject to review)
  • Browse the analyst Q&A summary section (a curated selection of high-value, insightful content).
  • Institutional-level closed-door communication meetings (once per quarter, to obtain first-hand information and resources on industry trends).
  • Exclusive community for institutions (collaborating with Web3 executives, institutions, funds, etc. for collaborative research and improvement)
  • Downloadable PDF report
  • Database product CSV download (available upon request in "partial" format, once per year)
  • Web3 thesaurus (supports floating definitions for terms within reports)
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)
  • Communication and feedback regarding research direction
  • Customized research reports discounted (9.5% off)
Strong research

Institutional Professional Edition Annual Membership

Customized research + analyst support
$ 14300
  • Multiple accounts for businesses (3 seats; please contact customer service to add more seats).
  • Research Reports section (unlocks all project, narrative, and sector-specific research reports, updated weekly; reports cover 80+ Web3 sectors; user reviews say "I wish I'd discovered this sooner")
  • Our market pulse analysis and financing project decryption columns (updated 2-4 times per week, easily capturing market hotspots and popular financing projects)
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Member Weekly Report (Effective Absorption of Weekly Highlights)
  • Unlock the history of this member's access to certain sections.
  • Customized research report (1 copy, topic selection requires review, let a reputable research team in the industry conduct specialized research for you and produce results)
  • Priority access to announcements regarding key research directions
  • Access to research reports in advance (unlimited access; upon request, reports can be unlocked ahead of the market after the official release of research report previews).
  • One-on-one consultation with an analyst (1 hour, topic subject to review)
  • Analyst-exclusive Q&A service (8 questions, topics subject to review)
  • Browse the analyst Q&A summary section (a curated selection of high-value, insightful content).
  • Institutional-level closed-door communication meetings (once per quarter, to obtain first-hand information and resources on industry trends).
  • Exclusive community for institutions (collaborating with Web3 executives, institutions, funds, etc. for collaborative research and improvement)
  • Downloadable PDF report
  • Database product CSV download (available upon request for "full" data, 2 times/year)
  • Web3 thesaurus (supports floating definitions for terms within reports)
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)
  • Communication and feedback regarding research directions
  • Customized research reports - 10% off
Strong companionship

Institutional Flagship Edition Annual Membership

In-depth research and dedicated support
$ 18900
  • Multiple accounts for businesses (3 seats; please contact customer service to add more seats).
  • Research Reports section (unlocks all project, narrative, and sector-specific research reports, updated weekly; reports cover 80+ Web3 sectors; user reviews say "I wish I'd discovered this sooner")
  • Our market pulse analysis and financing project decryption columns (updated 2-4 times per week, easily capturing market hotspots and popular financing projects)
  • Web3 Project Financing Database
  • Web3 Event Tracking Database
  • Member Weekly Report (Effective Absorption of Weekly Highlights)
  • Unlock the history of this member's access to certain content.
  • Customized research report (1 copy, topic selection requires review, let a reputable research team in the industry conduct specialized research for you and produce results)
  • Priority access to announcements regarding key research directions
  • Access to research reports in advance (unlimited access; upon request, reports can be unlocked ahead of the market after the official release of research report previews).
  • One-on-one consultation with an analyst (1 hour, topic subject to review)
  • Analyst-exclusive Q&A service (12 questions, topics subject to review)
  • Browse the analyst Q&A summary section (a curated selection of high-value, insightful content).
  • Institutional-level closed-door communication meetings (once per quarter, to obtain first-hand information and resources on industry trends).
  • Exclusive community for institutions (collaborating with Web3 executives, institutions, funds, etc. for collaborative research and improvement)
  • Downloadable PDF report
  • Database product CSV download (available upon request for "full" data, 3 times/year)
  • Web3 thesaurus (supports floating definitions for terms within reports)
  • Daily internal news push
  • Daily Featured Push
  • Infographic push notifications (hot data, featured images)
  • Communication and feedback regarding research directions
  • Customized research reports discounted (10% off)
More comprehensive

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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