Web3 Market Trends and Hotspot Analysis

1. Market Overview

1. Macroeconomic Environment

A report recently released by a digital asset research institution predicts that by 2025, more countries will incorporate Bitcoin into their national strategic reserves. The report points out that in the face of economic challenges such as rampant inflation, currency devaluation, and fiscal deficits, not incorporating Bitcoin into strategic reserves may pose greater risks. If the United States advances its Bitcoin strategic reserve plan, other countries may quietly accumulate Bitcoin to avoid driving up prices.

Recent employment data released in the U.S. shows a strong performance in the job market, with accelerated inflation in the service sector, which has significantly impacted expectations for interest rate cuts by the Federal Reserve. Market analysis suggests that the Federal Reserve may only implement one rate cut in 2025. As a result, all three major U.S. stock indices fell, and the cryptocurrency market also experienced severe fluctuations. Bitcoin dropped from over $100,000 to $96,181, with a decline of more than 4.8% within 24 hours. Other cryptocurrencies experienced even larger declines, most exceeding 10%. The Bitcoin spot ETF also saw a net outflow of $544 million, reaching a recent high.

2. Web3 Sector Dynamics

The corporate adoption of Bitcoin is entering a new phase, with more and more publicly listed companies beginning to follow the example of a well-known company by incorporating Bitcoin into their balance sheets. Since 2024, several companies have announced the adoption of Bitcoin financial strategies. Some publicly listed companies have approved Bitcoin purchase plans but have not yet implemented them. This reflects the market's recognition of Bitcoin as an asset and the strategic adjustments companies are making in response to inflation and liquidity demands.

A certain protocol recently launched six new IP tokens covering cutting-edge medical and technological fields such as Alzheimer's disease, industrial hemp fiber, ovarian aging, and cryopreservation. These projects involve innovative drug research and development, fiber modification technology, reproductive medicine research, and ultra-low temperature preservation technology, showcasing the trend of integration between Web3 and cutting-edge technologies.

2. Hot Projects

A recently noteworthy project is an AI-based DeFi access tool. This project aims to enable everyone to easily access and understand decentralized finance through interoperable AI agents. It is an entry for a blockchain AI hackathon, the project code has been open-sourced on GitHub, and it promises to lock 5% of the token supply for one year.

3. Market Sector Analysis

According to the data, there have been some changes in the recent market hot sectors and the performance within various sectors. The specific data shows the fluctuations in market capitalization, trading volume, and other indicators for different sectors. These data reflect the changes in the market's attention and investment preferences for different Web3 fields.