Web3 Industry Trends and Hotspot Analysis

I. Market Environment Overview

1. Macroeconomic Situation

A recent research report by a digital asset management company predicts that more countries will incorporate Bitcoin into their strategic reserves by 2025. Analysts believe that in the context of increasing economic challenges such as inflation and currency devaluation, failing to include Bitcoin in reserves may pose greater risks. If the United States advances related plans, other countries may secretly accumulate Bitcoin to avoid driving up prices.

Recent data shows that the U.S. job market is performing strongly, with accelerating inflation in the service sector, which has dampened market expectations for a Federal Reserve rate cut. Analysts believe there may only be one rate cut in 2025, lower than previously expected. As a result, both the stock market and the cryptocurrency market have experienced significant volatility. Bitcoin has fallen from over $100,000 to $96,181, with a decline of over 4.8% in 24 hours. Other cryptocurrencies have seen even larger declines, with most dropping over 10%. Bitcoin spot ETFs also experienced a net outflow of $544 million, hitting a recent high.

2. Industry Hotspots

A well-known entrepreneur recently praised the Canadian Prime Minister candidate who supports Bitcoin, believing that his views on addressing inflation are perfectly expressed. The candidate has long supported Bitcoin and has stated that Canadians should have the right to use currencies such as Bitcoin. Prediction markets show that his chances of winning the Prime Minister position are as high as 89%.

Bitcoin adoption by enterprises has entered a new stage, with an increasing number of publicly listed companies incorporating it into their balance sheets. Since 2024, multiple companies have announced Bitcoin financial strategies or purchase plans. This reflects the market's recognition of Bitcoin as an asset, and also shows the strategic adjustments companies are making in response to inflation and liquidity demands.

2. Industry Innovation and Progress

BIO Protocol has launched six new IP tokens covering cutting-edge fields in medicine and technology such as Alzheimer's disease, industrial hemp fiber, ovarian aging, and cryopreservation. These include innovative projects such as developing Alzheimer's treatment solutions using Amazon rainforest plants, improving the performance of industrial hemp fibers, researching ovarian aging mechanisms and treatments, and exploring the preservation and revival of entire mice at extremely low temperatures.

3. Projects Worth Noting

$buzz is an AI agent project aimed at allowing everyone to easily access and understand decentralized finance (DeFi) through interoperable AI agents. The project participated in an AI hackathon on a certain blockchain platform, with the code open-sourced on GitHub, and has committed to locking 5% of the token supply for one year.

4. Market Sector Analysis

According to the data, the Web3 AI sector has shown active performance recently. There is a noticeable rotation trend among different sectors and projects, and investors need to closely monitor market trends to seize potential opportunities.