Web3 AI Industry Trends and Market Analysis

1. Market Highlights

1. Market行情

Macroeconomic Environment

Microsoft shareholders recently voted down a proposal to invest 1% of the company's total assets in Bitcoin. This proposal was put forward by the National Center for Public Policy Research in the United States, aimed at serving as a strategy to hedge against inflation. Despite a compelling presentation by MicroStrategy founder Michael Saylor, emphasizing that Bitcoin investments could yield significant benefits for Microsoft, shareholders ultimately chose to support the board's conservative stance. This decision reflects the cautious attitude mainstream institutional investors still hold towards cryptocurrency investments.

Web3 field

AI-related tokens in the Solana ecosystem have shown outstanding performance. The market capitalization of ALCH (Alchemist AI) has surpassed $150 million, setting a historical high, with a 24-hour increase of 32.8%. The market capitalization of the AI-driven venture capital DAO token ai16z has also exceeded $800 million, with a 24-hour increase of 52.4%. DEGENAI has seen a rise of over 70% in 24 hours, and its price has increased more than six times since its launch. These data indicate that the market's enthusiasm for AI and meme tokens remains high.

2. Hot Topics

Macroeconomic Environment

MicroStrategy is expected to officially join the Nasdaq 100 Index on December 23. Analysts predict that ETFs tracking the index may purchase about $2.1 billion of MicroStrategy stock, which accounts for approximately 20% of the company's daily trading volume. MicroStrategy is expected to become the 40th largest component in the index, with a weight of 0.47%.

Web3 Field

Maverick Protocol has launched a new memeFi platform called Goose.run on the Base chain. This platform aims to bring DeFi into the memecoin space, offering features such as a memecoin launchpad, leveraged trading, and non-liquidation lending. The innovation of the platform lies in allowing users to borrow using memecoins and increase their memecoin purchase amounts through leveraged long positions. Users holding veMAV can participate in the incentive distribution voting for the memecoin pool, earning a share of the transaction fees, which enhances the ecological value of the MAV token.

3. Hot Topics Narrative

The Meme coin CULT, launched by Milady founder Charlotte Fang, has officially gone live, sparking heated discussions in the market. After launching, CULT's market cap briefly reached $1.2 billion, but then quickly pulled back. The project raised approximately $20.5 million during a presale fundraising event in mid-June. The token claiming method for CULT is quite creative, requiring participants to engage in games such as answering questions and drawing. Although there is a gap compared to other well-known NFT projects, the future development of CULT still relies on the ongoing support and promotion from the Milady community.

2. Hot Projects

$YUMI is an eye-catching meme token project. Due to its resemblance to Doge, YUMI quickly went viral on TikTok, with a total view count of 1.3 million. This phenomenon is seen as a continuation of the Doge craze. In just 24 hours, YUMI's value skyrocketed by 7800%, and its current market cap has reached 3.6 million dollars.

3. Sector Rotation

Recent market data shows that AI-related tokens and meme coins are performing strongly, becoming the focus of investors' attention. This trend reflects the market's ongoing interest in emerging technologies and social media-driven crypto assets. However, investors should be aware that the high volatility in these areas may pose significant risks.