Crypto Market Weekly Report: AI Track Ignites 2025

Market Overview

This week, the cryptocurrency market is showing an upward trend, with the market sentiment index rising from 10% to 19%. Although it is still in the panic zone, it shows signs of recovery. Despite the lingering effects of the New Year's holiday, market liquidity has not fully recovered, but funds have started to gradually flow back. Overall, Altcoins are performing better than the benchmark index, and are expected to remain in sync with the benchmark index in the short term.

The total locked value of DeFi projects ( TVL ) increased from 52.7 billion USD to 53.2 billion USD, a growth of 0.95%, ending two consecutive weeks of negative growth. The performance of the Gun Pool and Prep DEX projects was outstanding, mainly benefiting from the increase in yields brought about by the rise in market base interest rates, as well as the increase in demand for contract trading due to decreased liquidity during the holiday period.

The AI Agent sector continues to maintain its hot position, with a market size reaching 12.2 billion USD and a week-on-week growth of nearly 12%. The market's focus has shifted from AI Meme to AI infrastructure projects, among which AI Agent's self-issued tokens have become a focal area, with related infrastructure projects like Phala Network performing exceptionally well.

This week, the Meme coin market is mainly focused on AI-related projects. Influenced by the wealth effect brought by AI Agent's autonomous token issuance, AI Meme projects have seen significant gains. This reflects that market funds are chasing after AI concepts, but it also shows an increase in speculative characteristics.

Public chain projects performed well during this week's rebound, mainly benefiting from the increase in on-chain DeFi project yields and the development demand for AI projects. Public chains that support AI development, such as Solana and zkSync Era, have shown outstanding performance, indicating that public chains are moving towards AI infrastructure development.

Hot Tracks

AI Agent

The AI Agent track continues to be the market focus, primarily driven by AI Agent's self-issued tokens. Some Meme coins issued through Virtuals and ai16z have seen significant increases, creating a wealth effect that attracts investor attention. The market focus has shifted from AI Meme to AI infrastructure projects, such as Phala Network.

DeFi track

In the past week, projects with rapid TVL growth are mainly concentrated in the gun pool and Prep DEX fields. Notable projects include:

• Resolv: Launching a new type of liquidity pool, completing cross-chain expansion on the Base network.
• Bluefin: Integrated Sui Bridge, upgraded payment system
• StakeStone: Launched multi-chain Berachain Vault, achieving cross-chain functionality.
• Euler: The number of active users has reached a level comparable to Compound.
• Hyperliquid: The mainnet has launched the staking feature, and added AI-related token leverage trading.

public chain

Outstanding public chains include:

• Zircuit: Collaborating with the Gud Tech AI team to develop an AI intelligent vault.
• Hyperliquid: Launching staking feature, adding AI token leveraged trading
• Toncoin: Develop TON Teleport BTC permissionless bridging solution
• ZKsync Era: Released the declaration "2025 is the year of ZK"
• Solana: Launches AI Agent Kit Development Toolkit

Market Outlook

Next week, the U.S. employment data will be released, which may affect the Federal Reserve's interest rate cut decision and is expected to bring market volatility. With the end of the holiday, institutional investors are returning, and market liquidity is expected to recover. It is recommended to maintain a defensive allocation, increasing the proportion of top assets such as BTC and ETH, and to moderately participate in high-yield liquidity pools and Prep DEX projects, but it is necessary to strictly control positions and manage risks.