Key Market Information Gap on January 7th - A Must-See! | Alpha Morning Report

By: blockbeats|2025/01/07 11:45:03

Featured News

1.Source: The 14th U.S. State Is Ready to Introduce 'Strategic Bitcoin Reserve' Legislation

2.Vitalik to Sell 13 Meme Coins, Donate 346,000 USDC to Charity Kanro

3.Eliza Labs to Hold AI Agent Hackathon in Collaboration with EigenLayer, Registration Now Open

4.Solana-Based AI Concept Coin SWARMS Surpasses $4.35 Billion Market Cap, Hits All-Time High

5.World's First 'Drink-to-Earn' Game Cattea Officially Launches on Telegram with 1.5 Million Participants in Closed Beta

Articles & Threads

1. "Hyperfy Market Cap Skyrockets to $280 Million in Half a Day, Is the 'AI+' Concept Bringing Metaverse Back?"

BUBBLE, BlockBeats

In today's rapidly evolving AI Agent market, the grand vision inevitably leads people to liken it to the previous Metaverse concept. Trends are circular, and so is the market, circling back to the Metaverse concept once again revitalized by AI. Despite being mentioned countless times and failing just as many, the market seems unwilling to let go of this cyberpunk-style future concept, as if an invisible hand is infinitely propelling us towards that technological singularity. Is Hyperfy a reheating of old leftovers or the suitable soil for the Metaverse revival under the blessing of AI?

2.《The Endgame Thinking of Crypto+Agent: An Inevitable Trend Rather Than Short-term Speculation》

Peter.Oracle

As I write this article, it is January 3, 2025, the 16th anniversary of Bitcoin's official birth. Bitcoin has embarked on a decentralized, 24/7, borderless trusted digital world. However, who are the natives of this digital world? For 16 years, there has been no answer that most people find convincing. It wasn't until 2024 that the Agent appeared in the Crypto world, and the answer began to become clear.

24H Popular Projects (‼️High Rug Risk‼️)

Daily updates on new projects or community focus, filtered and ranked by X Alpha account followers and growth

Data Source: getmoni.io

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

1.NEIRY (@neirylab)

Merging neuroscience, artificial intelligence, and the future. Already obtained Animal Ethics Committee Approval Certificate.

Key Market Information Gap on January 7th - A Must-See! | Alpha Morning Report

2.gAInz (@gainzdotxyz)

On Solana, AI agents can increase your health tenfold.

3.Degenerator Project // $GNRT (@GNRTtoken)

A multi-chain AI token launcher hatched by $ORAI.

Market Data

Daily overall market capital 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."

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