January 9 Key Market Information Gap, A Must-See! | Alpha Morning Report

By: blockbeats|2025/01/09 10:15:02

Featured News

1.Holoworld AI Launches Launchpool Platform, Staking AVA Grants Access to New Listings

2.Grayscale Updates Fund Composition Weightings Quarterly, Adds SUI, LPT, CRV, and More

3.Banana Gun: User Becomes First Successful Sniper of SOLA, Makes Over $1 Million in Seconds

4.Address Snipes ai deborah at Launch, Swiftly Exits Position, Loses 1528 SOL in 3 Minutes

5.Crypto Data Platform SoSoValue Secures $15 Million in Funding, Lead by Hongshan

Articles & Threads

1.《Which Ambitious Projects Still Exist in the Crypto Market?》

Ashley, BlockBeats

The crypto industry, after undergoing numerous innovation cycles, is now experiencing a period of continuous price increases. However, behind the seemingly glamorous exterior lies hidden concerns—the innovation engine is gradually slowing down, and risk aversion is eroding ambition and adventurous spirit. From DeFi, NFTs to Decentralized Science (DeSci), past radical ideas are gradually being replaced by more prudent business models. This article deeply analyzes this phenomenon and explores the opportunities and risks that perhaps the final "bubble-like innovation" may bring. Faced with a maturing industry, can the crypto world regain the fearless ambition it once had in the face of new challenges?

2.《Musk Says X Payment "Not Considering Cryptocurrency" for Now, Dogecoin Dream Shattered?》

DaFi Weaver, BlockTempo

In early January, the code for Musk's X platform payment feature "X Money" was exposed, sparking community discussions that X Payment might be launched first in states with licenses. Entrepreneur Alex Finn even predicted that X Payment would somehow support cryptocurrency, further speculating that Musk's long-supported Dogecoin might be the preferred choice.

24H Popular Projects (‼️High Rug Risk‼️)

Daily new projects or community focus updates, sorted and ranked by X Alpha account follow count and growth

Data Source: getmoni.io

BlockBeats Note: The following are early-stage projects with few followers, high rug, and contract risk. Participation should be cautious and is not investment advice

1.Mements(@MementsOfficial)

Easily create, manage, and grow AI personalities.

January 9 Key Market Information Gap, A Must-See! | Alpha Morning Report

2. Conjure AI(@conjureai)

Conjure is a platform for AI developer agents.

3.Apessembly AI(@apessembly)

Composable AI agents making transactions smarter.

Market Data

Daily market overall fund heat (reflected by funding rates) and token unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocks

Claude Code founder's in-depth sharing at the Sequoia Conference: AI is downgrading "coding" to a basic skill, cross-domain product insights have become the new core barrier, traditional SaaS moats are completely collapsing, and the golden era of startups disrupting large companies has already begun...

Morning Report | MoonPay acquires Solana's execution layer DFlow; Strategy releases Q1 financial report; Manta Network announces the termination of Manta staking program

Overview of Important Market Events on May 6th

Dialogue Velocity Eric: What is the stablecoin track that the CFO really wants?

Former Worldpay strategic executive enters the crypto space: Revealing how Velocity tackles the CFO's most troublesome issues of cross-border settlement and idle funds with "stablecoin payment accounts."

The payment moment of AI agents: Who will become the Stripe of the machine economy?

Cryptographic infrastructure and card organizations are not mutually exclusive; the winner is the unified gateway that connects both tracks simultaneously.

Rented Tracks: What is this wave of stablecoin FX hot money really paying for?

What is truly being repriced in the market is the layer between stablecoin issuers and the real economy - the transaction layer.

Strategy should have said that selling coins is not ruled out

If Saylor sells his coins, will the cryptocurrency market plummet?

How MegaETH Achieved a TVL of 700m Within a Week of TGE? Analyzing the Packaging Strategy

MegaETH created a flywheel with USDm, aiming to attract a large number of users and funds in the short term.

Futures Trading Hours: Trade Cryptocurrency 24/7 and Earn Back Up to 45% in Trading Fees

Learn futures trading hours and the best time to trade crypto futures. Discover 24/7 market insights, peak trading sessions, and how to earn back up to 45% in fees.

a16z founder's Stanford lecture: Whenever Wall Street and Silicon Valley have different ideas, it's Wall Street that ends up being wrong

Ben Horowitz, co-founder of a16z, delivered a powerful talk: The two traditional moats of software in the AI era have been erased, and entrepreneurs must seek "new barriers" beyond code and UI.

Michael Saylor: After three consecutive quarters of losses, Strategy will sell Bitcoin to pay dividends

After MSTR's financial report showed continued net losses, Saylor changed his stance: Bitcoin is no longer "never to be sold" and can be used as a payment tool.

The toll station at Hormuz and the RMB that cannot be bought

The disorder of the US dollar is giving rise to a new situation in global settlement: gold is being redefined as a "bridge," the CIPS system is expanding rapidly, and global funds are quietly opening up a new channel for the renminbi, which is "hard to obtain."

How WEEX Bridges Crypto and Football: A Deep Look at the LALIGA Partnership Inside the WEEX App

FC Barcelona vs Real Madrid Preview: El Clásico – Can Barça Clinch the Title at Spotify Camp Nou?

FC Barcelona vs Real Madrid El Clásico match preview for May 11, 2026. Barça need just 1 point to win LALIGA. Can Madrid delay the trophy? Full preview inside.

Miners welcome a new life

At the Stripe conference, I saw the future of the AI economy

When agents cross the boundaries of tools and begin to make autonomous decisions and payments, a new business transformation has arrived.

Seven Important Judgments by Claude Code's Founder at the Sequoia Conference

Morning Report | MoonPay acquires Solana's execution layer DFlow; Strategy releases Q1 financial report; Manta Network announces the termination of Manta staking program

Overview of Important Market Events on May 6th