Crypto Market Weekly Report: AI Agent Track Continues to Lead Market Trends

Market Overview

This week, the crypto market has shown an upward trend, with the market sentiment index rising from 10% to 19%. Although it is still in the panic range, there are signs of recovery. While market liquidity has not fully restored during the New Year's holiday, funds have started to gradually flow back. Altcoins are performing overall stronger than the benchmark index and may maintain a synchronized trend with the benchmark index in the short term.

The TVL of the DeFi ecosystem has risen to $53.2 billion, an increase of 0.95%, ending two consecutive weeks of negative growth. The performance of the Gun Pool and Prep DEX projects is outstanding, mainly benefiting from the increase in base interest rates and the rise in yields due to decreased liquidity.

The AI Agent track continues to maintain market hotspots, with a scale reaching $12.2 billion and a week-on-week growth of nearly 12%. The market focus has shifted from AI Memes to the construction of AI infrastructure, with projects like Phala Network performing prominently.

The Meme coin market is mainly focused on AI-related projects, influenced by the wealth creation effect brought about by AI Agent's autonomous coin issuance, leading to significant gains for AI Meme projects.

Public chain projects have performed well in the market rebound, thanks to the increase in on-chain DeFi project APY and the demand for AI project development. Public chains supporting AI development, such as Solana and zkSync Era, have stood out.

Hot Track Analysis

AI Agent

The AI Agent track continues to be the market focus, mainly driven by AI Agent's autonomous token issuance. Some Meme coins issued through Virtuals and ai16z have seen significant increases, creating a wealth effect that attracts investor attention. Market hotspots are shifting from AI Meme to AI infrastructure projects, with Phala Network standing out.

DeFi

The gun pool and Prep DEX project's TVL are growing rapidly. The gun pool benefits from the increase in APY brought about by the rise in the market's base interest rate; Prep DEX benefits from the increase in contract trading demand due to decreased liquidity during the holidays. Notable projects include:

• Resolv: Launching a new type of liquidity pool, completing cross-chain expansion
• Bluefin: Integrates Sui Bridge, upgrades payment system
• StakeStone: Launched multi-chain Vault, achieving cross-chain functionality.
• Euler: Growth in active user numbers, new asset lending support
• Hyperliquid: Launched staking feature, added AI-related token leverage trading.

public chain

The public chains that performed well include:

• Zircuit: Collaborating with the AI team to develop a smart treasury
• Hyperliquid: Launches staking feature, adds AI token trading
• Toncoin: Develop BTC permissionless bridging solution
• zkSync Era: Launching 2025 Strategic Positioning
• Solana: Launches AI Agent Development Toolkit

Market Outlook

Next week's release of U.S. employment data may impact the Federal Reserve's interest rate cut decisions, expected to bring market volatility. With the end of the holiday season, institutional investors are expected to return, and market liquidity is likely to recover. Suggestions:

• Maintain a defensive allocation, increase the proportion of top assets such as BTC and ETH.
• Moderate participation in high-yield gun pools and Prep DEX projects
• Focus on infrastructure projects related to AI Agent
• Strictly control positions and do a good job of risk management