The AI Track Remains Hot | Crypto Market Weekly Report

Market Overview

This week, the overall cryptocurrency market is showing an upward trend, with the market sentiment index rising from 10% last week to 19%. It is still in the panic zone but has begun to show signs of warming. Although market liquidity has not fully recovered during the New Year's holiday period, funds have started to gradually flow back.

The total locked value of DeFi projects ( TVL ) increased from 52.7 billion USD last week to 53.2 billion USD, ending two consecutive weeks of negative growth. The performance of the gun pool and preparatory DEX projects was outstanding, mainly benefiting from the yield increase brought about by rising base interest rates, as well as the increase in contract trading demand due to decreased liquidity during the holiday period.

The AI Agent track continues to maintain market attention, with a market size reaching 12.2 billion USD and a week-on-week growth of nearly 12%. The market focus has gradually shifted from AI Memes to AI infrastructure construction projects, with AI Agent's self-issued tokens becoming the most watched area.

Hot Track Analysis

AI Agent

The AI Agent track continues to be the focus of market attention, mainly due to the wealth effect created by AI Agent's autonomous token issuance. Market attention has shifted from AI Meme to AI infrastructure projects. This week, the hottest topics are the ai16z asset issuance platform and infrastructure projects like Phala Network that involve autonomous token issuance by AI Agents.

DeFi

The machine gun pool and preparatory DEX projects performed outstandingly. Projects like Resolv, Bluefin, and StakeStone saw significant TVL growth, primarily due to new product launches, cross-chain expansion, and strategic partnerships. Funds are beginning to flow back into the crypto market, and it is expected that after institutional investors return next week, the TVL of DeFi projects will continue to rise.

public chain

Public chains supporting AI development, such as Solana and zkSync Era, have shown outstanding performance. Public chains like Zircuit, Hyperliquid, and Toncoin have made progress in technological innovation and ecosystem expansion. The trend of public chains developing towards AI infrastructure is becoming increasingly evident.

Market Outlook

Next week's release of U.S. employment data may affect the Federal Reserve's interest rate decision and could lead to market volatility. With the end of the holidays, institutional investors are returning, and market liquidity is expected to recover. Investors are advised:

1. Maintain a defensive allocation, increasing the allocation ratio of top assets such as BTC and ETH.
2. You can moderately participate in high-yield gun pools and preparatory DEX projects.
3. Focus on the development opportunities of AI infrastructure projects
4. Strictly control positions and manage risks.