Web3 Hotspot Weekly Report: Where to Go After Bitcoin's New High? The Trend of AI and Meme Coins Continues

Macroscopic Perspective

After Bitcoin reached a historic high, the market is focusing on four major catalysts: spot ETF inflows, the Bitcoin 2025 conference, FTX repayment progress, and the progress of regulatory negotiations in the US and Europe. Some analysts predict that by the end of 2025, the price of Bitcoin could reach between $210,000 and $230,000.

The upcoming Bitcoin 2025 conference is highly anticipated, expected to attract over 30,000 participants. Notably, a certain political figure will deliver a keynote speech for the first time at the event.

There is a view that publicly listed companies purchasing Bitcoin through various financing methods is a form of destructive leverage. Meanwhile, the bull and bear cycle pattern of the crypto market may be changing, evolving from a "four-year cycle" to a more complex "four-cycle game."

AI and Meme Coin Dynamics

A report from a certain bank indicates that Solana may be evolving into a platform focused on Meme coins, which could impact its long-term development. The rise of the Internet capital market (ICM) concept is seen as a crypto-native alternative to traditional financing models.

Industry veterans believe that we have entered the era of Meme coins, and this phenomenon should be embraced rather than denied. In the AI Agent framework track, Virtuals stand out while other competitors pale in comparison.

Emerging Projects and Opportunities

On-chain capital markets have become a new hotspot, with multiple RWA projects active on different public chains. The Solana ecosystem continues to innovate, launching new hardware products and planning interoperability with other public chains.

The decentralized attention market experiment Loud has garnered attention, exploring the possibility of directly converting attention into value. The combination of AI and cryptocurrency technology has also brought new application scenarios and business models.

Industry Trends

A certain US stock company has received $425 million in financing and plans to purchase a large amount of ETH, attracting market attention. Ripple is accelerating its layout in the Middle East and has attracted significant investments.

A certain derivatives trading platform's data has comprehensively rebounded, with the price of HYPE tokens reaching a new high. The Web3 gaming industry faces challenges and needs to rethink its development direction. A certain exchange has launched a new version of its points program, attempting to break through the on-chain traffic bottleneck.

Although the popularity of the TON ecosystem has decreased, it is still developing continuously. Industry insiders remind users to be cautious of false airdrop scams and have provided suggestions for identifying risks.

Important News

• A former political figure's family launched a $2.5 billion Bitcoin reserve plan
• A well-known quantitative trading tool is accused of hiding a commission mechanism.
• Google estimates that the quantum resources required to crack Bitcoin have been downgraded.
• A well-known entrepreneur retweeted a Meme coin tweet, causing market fluctuations.
• The U.S. cryptocurrency legislation is entering a critical period
• A stablecoin issuer applies for listing on the NYSE.
• A certain public blockchain plans to undergo a major upgrade.
• The US relaxes restrictions on pension fund investments in cryptocurrencies
• Pakistan announces the establishment of a government-led Bitcoin reserve