Weekly Highlights in Web3

Macroeconomic Trends

After Bitcoin reached a historical high, the market is focused on four potential catalysts: inflow of funds into spot ETFs, the Bitcoin 2025 conference, progress on FTX debt repayment, and the resumption of regulatory negotiations in the US and Europe. Analysts predict that by the end of 2025, the price of Bitcoin may reach between $210,000 and $230,000.

The upcoming Bitcoin 2025 conference is highly anticipated, expected to attract over 30,000 participants. A prominent political figure will deliver a keynote speech for the first time at this largest global Bitcoin conference, drawing widespread attention from the industry.

There is a view that listed companies may face risks when purchasing Bitcoin through various financing methods. At the same time, the traditional "four-year cycle" bull market model is transitioning to a new paradigm of "four-cycle game," requiring investors to adjust their perceptions and strategies.

The investment preferences of the younger generation are changing, with assets that can form a strong sense of community identity becoming the new hotspots, from Labubu to NFTs, meme coins, and game accessories.

Development of AI and Meme Coins

Research reports indicate that the Solana ecosystem is facing developmental bottlenecks and may evolve into a platform primarily focused on generating and trading Meme coins. At the same time, the concept of the internet capital market (ICM) has emerged and is seen as a crypto-native alternative to traditional capital markets.

Industry experts believe that we have entered the Memecoin era and should acknowledge and accept this phenomenon. In the AI Agent framework field, the Virtuals project stands out, while other competitors pale in comparison.

Emerging Projects and Opportunities

RWA(Real World Assets)The sector continues to heat up, with multiple new projects emerging. Among them, KTA's market capitalization once exceeded $900 million, becoming one of the hotspots. There are also new developments in the Solana ecosystem, including updates to the Seeker app and cross-chain integration with Dogecoin.

The Loud project is exploring a decentralized attention market model. In addition, the Crypto x AI Demo Night showcased 5 new projects focusing on innovations such as personal data ownership and composability. Several noteworthy new applications have also emerged on platforms like Cookie Snaps and MegaETH.

Industry Dynamics

A nearly delisted US company has secured over 400 million in funding from Ethereum supporters, planning to significantly purchase ETH as a reserve asset. Ripple is accelerating its expansion in the Middle East after reaching a settlement with regulators.

The Hyperliquid platform's data has exploded, and the price of HYPE tokens has reached a new high. The Web3 gaming industry is facing challenges and needs to return to its roots to enhance gameplay. Binance's Alpha 2.0 strategy upgrade has attracted attention, and discussions have arisen regarding the development trend of the TON ecosystem.

Trump-related media group announces a $2.5 billion Bitcoin reserve plan, attracting market attention. The well-known crypto quantitative tool CCXT is embroiled in controversy, accused of secretly extracting user rebates.

Important News

• Google research shows that the quantum computing resources required to crack Bitcoin may be lower than previously expected.
• Musk retweeted a certain Meme coin tweet, causing a brief price fluctuation.
• The cryptocurrency legislation process in the United States has entered a critical stage.
• Cryptocurrency exchange Circle applies for listing on the New York Stock Exchange
• A well-known blockchain network plans a major upgrade to enhance its competitiveness.
• The U.S. Department of Labor withdraws guidance limiting retirement plan investments in cryptocurrency.
• Pakistan announces the establishment of a government-led Bitcoin strategic reserve.
• Industry experts predict that Ethereum is expected to hit a historic high this year.