BlockBeats will summarize the key industry news of the week (1.6-1.12) in this article and recommend in-depth articles to help readers better understand the market and stay informed about industry trends.
On January 9, an official confirmed to DB News that the U.S. Department of Justice has been authorized to liquidate 69,370 BTC confiscated in the Silk Road case (worth about $6.5 billion). Reportedly, citing Bitcoin price volatility, the Justice Department requested permission to sell these assets. When asked about the next steps, a Justice Department spokesperson stated, "The government will take further action based on the judgment in this case." On the same day, according to Arkham data, U.S. government addresses currently hold 198,109 BTC, valued at about $18.59 billion, and hold 54,753 Ethereum, valued at about $1.813 billion.
On January 6, Bio Protocol's official announcement stated that with the launch of the current BioDAO, BIO token holders will be able to participate in the Launchpad, including: expressing support by staking BIO to the new BioDAO; being whitelisted in the new BioDAO; managing BioDAO liquidity and milestone-based incentive mechanisms. The release of BioDAO will make it autonomous and community-managed, allowing more BioDAO to flow into the Bio Protocol ecosystem. On January 7, BIO Protocol introduced that six new IP tokens are now trading, covering projects such as Alzheimer's (CLAW), industrial hemp fiber (HEMPY), ovarian aging (OVARIA), and cryopreservation (CRYORAT).
On January 6, ai16z co-founder Shaw, in an offline interview with BlockBeats, mentioned "DeFi Proxy" and said, "ai16z is collaborating with Orca to develop an automated robot proxy that can autonomously manage Orca's liquidity pools. Users simply need to deposit tokens into it; if the pool does not exist, it will automatically create a new one, and if the pool already exists, it will add tokens to the existing pool. Next, it will continuously monitor these pools, and once it detects situations that may cause impermanent loss, such as token price divergences, it will automatically withdraw assets from the pool." Shaw added, "This method can actually be extended to other DeFi products, like yield farming. This will usher in a new DeFi Summer."
On January 7, a16z founder Shaw announced that the official website has been established to disclose the official partners and recognized project list. Community developers are still welcome to submit certification applications.
On January 7, compliant cryptocurrency exchange Backpack announced the acquisition of the original FTX European business holding an EU-wide license under the new EU regulation "Markets in Financial Instruments Directive II." This acquisition has been approved by the FTX bankruptcy court and the Cyprus Securities and Exchange Commission, signaling a significant step for Backpack in expanding globally and providing a secure, compliant trading solution for the European market. Backpack EU is expected to officially launch in the first quarter of 2025. Through this acquisition, Backpack EU will offer various cryptocurrency spot and derivative services within the EU, including perpetual contracts, and become the only operating entity in the EU holding cryptocurrency derivative service qualifications, including perpetual contracts. As part of the acquisition, Backpack EU will also take on the responsibility of distributing FTX bankruptcy claim payouts to former FTX EU users.
On January 9, Grayscale's funds announced the latest component weights for each product. Grayscale's decentralized artificial intelligence fund has added LPT to its components, which now include the following assets: NEAR, RENDER, TAO, FIL, GRT, and LPT. Grayscale's DeFi Fund (DEFG) has added CRV and removed SNX, with the components now including the following assets: UNI, AAVE, LDO, MKR, and CRV. Grayscale's Smart Contract Platform Ex-Ethereum Fund (GSCPxE Fund) has added SUI to its components, which now include the following assets: SOL, ADA, AVAX, SUI, NEAR, DOT. Grayscale's Digital Large Cap Fund (GDLC) has added ADA and removed AVAX, with the components now including the following assets: BTC, ETH, SOL, XRP, and ADA, where the allocation of Bitcoin and Ethereum has been adjusted to 90%.
On January 6, market maker DWF Labs announced a $20 million AI venture fund investment in HeyAnon. HeyAnon is an AI DeFi protocol designed to simplify DeFi interactions and aggregate key project-related information. By combining conversational AI with real-time data aggregation, HeyAnon enables users to manage DeFi operations, stay informed about project updates, and analyze trends across multiple platforms and protocols.
On January 8, the U.S. ADP employment report showed a gain of 122,000 jobs in December, below the market expectation of 140,000 jobs, hitting the lowest level since August 2024.
On January 11, Trump stated he would continue to appeal following the judgment in the "Hush Money" case. In a tweet, he said, "The Radical Democrats have once again lost a pathetic political persecution. The real jury, the American people, have spoken in a resounding vote to re-elect me. Today's events were a disgraceful charade, but now it’s over, and we will appeal this baseless charade and restore America’s trust in our once-great justice system. Make America Great Again!"
BlockBeats Note: While New York State Supreme Court Justice Juan Merkan sentenced Donald Trump to no punishment and unconditional release, he still ruled in favor of the 34 charges in the "Hush Money" case, meaning Trump will still hold the status of a convicted felon but will not face imprisonment, fines, or probation. Trump will be sworn in as president on January 20 as a convicted felon, with the court to release the sentencing audio later today.
On January 10, members of teams from Coinbase, Google, a16z, and other key participants joined forces to launch Aiccelerate, a new Decentralized Autonomous Organization (DAO) designed to accelerate the integration of cryptocurrency and artificial intelligence (AI). This DAO focuses on driving decentralized, open-source AI development and supports high-potential projects across different ecosystems. Additionally, Aiccelerate positions itself as an investment and development-focused DAO. Its primary mission is to drive innovation in the so-called "Agentive AI" sector. The DAO aims to establish a collaborative community composed of top developers from multiple frameworks. These experts will contribute to a range of agents and tools aimed at advancing the organization's objectives.
Furthermore, Aiccelerate will unify its initiatives through a token called AICC. The DAO will use a portion of its profits to buy back its native token. The development advisor list includes a16z founder Shaw, Virtuals Protocol core contributor EtherMage, EigenLayer developer relations lead Nader Dabit, and Story Protocol co-founder Jason Zhao. In terms of investors, Aiccelerate's advisors include Mechanism Capital's Andrew Kang and Marc Weinstein, Coinbase Ventures' Justin Lee, and Delphi Digital's Anil Lulla.
On January 8, the AI Meme project ACT announced the launch of its Ecosystem Acceleration Plan, aiming to advance artificial intelligence development, build a top-tier AI community, empower future leaders, and drive strategic ecosystem growth. Its new bounty system aims to recognize and reward breakthrough contributions to advancing the common mission, including technical solutions and innovative features, and is currently developing a groundbreaking native framework that will seamlessly connect AI and cryptographic capabilities.
On January 10, according to an official announcement by Pump Science, the airdrop of 2.5 million BIO tokens to RIF and URO holders has commenced. The airdrop distribution is based on three snapshot nodes in November, December, and January, with all holding addresses across the snapshot nodes receiving a 2.5x airdrop bonus. Additionally, each wallet can receive a maximum of 8000 BIO tokens.
The first SVM blockchain on Solana, Sonic SVM, announced the issuance of the SONIC token on January 7 (Beijing time), with the token also being listed on exchanges such as Upbit, Binance, OKX, Bitget, and Bybit. Wintermute is one of the market makers for SONIC.
On January 8, according to an official announcement, OKX will list DuckChain (DUCK) spot trading. The DUCK/USDT spot trading is scheduled to open on January 16, 2025, at 6:00 PM (UTC+8). DuckChain is the first Telegram-based consumer Layer project, integrating AI-driven tools, the StarFi system, and EVM-compatible technology to provide on-chain support to dApp developers and 1 billion Telegram users, aiding in the widespread adoption of blockchain. On the same day, DuckChain unveiled the DUCK economic model, with a total supply of 10 billion DUCK tokens, where 77% is allocated to the community and ecosystem development, including 50% for airdrops, 4% for liquidity provision, 3% for marketing, and 20% for ecosystem development support. The remaining 10% is allocated to investors, 10% to the team, and 3% to advisors.
On January 7, Web3 mobile phone Jambo will launch its native token J later this month. J will be issued on the Solana network with a total supply of 1 billion tokens. Jambo has built the largest on-chain mobile ecosystem to date, selling over 650,000 JamboPhones across 128 countries and creating 4.5 million wallets.
On January 10, market data showed that Usual's USD0++ peg slipped to $0.9566, with the USD0/USD0++ pool on Curve currently skewed towards 90.75% USD0++. USD0++ is fully backed by USD0, which is 100% backed by U.S. Treasuries. As an LST, USD0++ functions like a "4-year bond," with its principal guaranteed 1:1 in USD0, and distributes earnings through the USUAL token reward. USD0++ provides flexible dual-path liquidity for users needing immediate liquidity while offering full earnings to long-term participants: conditional exits are 1:1 redemptions but require forgoing some accrued earnings, while unconditional exits are redemptions at a floor price, currently set at 0.87:1 and gradually moving towards $1 over time.
This week, AI concept meme coins experienced a broad decline with some standout performers. On January 9, AI meme coin LLM issued for 22 hours, briefly surpassing a $1 billion market cap and seeing a 24-hour trading volume exceeding $3.3 billion. On January 8, Solana-based AI concept coin BUZZ briefly surpassed a $1 billion market cap, reaching a new all-time high. SWARMS saw its market cap break $6 billion, also setting a new record.
《69,000 Bitcoins to be Sold? What Impact Will Silk Road's Coin Sale Have on the Market?》
The U.S. government plans to sell the 69,370 Bitcoins related to the "Silk Road" case, currently valued at around $6.5 billion. These Bitcoins were initially seized by the FBI during the investigation and belonged to the founder of the illicit platform "Silk Road," Ross Ulbricht. In the past, the U.S. government has auctioned off Bitcoin confiscated from the platform, which typically does not have a long-term impact on the market. This sale may cause short-term market fluctuations, but is not expected to significantly affect the Bitcoin price in the long run. Additionally, Trump pledged to pardon Ulbricht and expressed support for cryptocurrency during his election campaign, which may influence whether the U.S. government sells these Bitcoins before Trump's potential return to office.
"Coin Speculation Earnings Taxed $40,000 Requires $130,000, This Is the U.S. Tax Law Musk Mocked"
Musk mocked the U.S. crypto tax law on social media, pointing out that even if investors experienced massive losses in cryptocurrency and NFT projects, they still need to pay high taxes. Through analyzing a tax case, experts revealed the complexity and irrationality of the U.S. crypto tax system, especially regarding the treatment of losses and capital gains. The tax guidance issued in 2023 failed to fully adapt to the uniqueness of the crypto industry, resulting in significant issues in tax calculations, and challenges in crypto tax compliance such as high compliance costs and enforcement difficulties. The newly introduced wealth tax and unrealized gains tax further make tax compliance a critical issue that crypto investors have to face.
"USD0++ Is the Next UST? Is USUAL Holding Panic Necessary?"
In 2024, the Usual stablecoin project experienced rapid development and volatility. After attracting a large amount of investment upon its launch, its token USD0++ quickly unpegged following a new announcement on January 10, dropping to around $0.94, triggering panic selling in the market. The announcement changed the original 1:1 redemption mechanism to set a minimum 0.87:1 redemption ratio, causing both whales and retail investors to withdraw funds, impacting the liquidity of USD0++. This change stemmed from Usual adjusting its approach to handling funds from whales to avoid systemic liquidation risks, causing short-term market unrest. As the market further anticipates redemption details, whether USD0++ can return to stability remains uncertain.
"'TikTok+Onchain' Sensual Narrative, Is Sonic SVM's Coin Offering Worth Investing In?"
Sonic SVM is a blockchain project deeply integrated with TikTok, focusing on a high-performance gaming chain and social applications. It is referred to as Solana's "Specific Layer2," aiming to optimize high-frequency trading and on-chain interactions, addressing the lag issues of traditional blockchains in gaming and social scenarios. Through its partnership with TikTok, Sonic SVM has lowered the barrier of entry for Web3 applications and attracted a large number of users through on-chain gaming and social dissemination. With tremendous valuation potential and relying on TikTok's massive user base, if it can successfully attract more users and expand the ecosystem, it may become a new benchmark in the blockchain industry. However, the project's success still depends on TikTok's policy support and the continuous improvement of user engagement.
《The Summer of "DeFAI" Is Coming: How Will AI Reshape the Future of DeFi?》
In this article, crypto researcher Jeff discusses how DeFAI (Decentralized Finance + Artificial Intelligence) is simplifying, optimizing, and enhancing the DeFi experience through abstraction layers, automated trading agents, and AI-driven dApps. Several emerging DeFAI projects are introduced, such as Almanak, Cod3x, and Mode, highlighting the role of AI in improving trading strategies and portfolio management.
《Buzz Ignites Wealth Effect: A Comprehensive Overview of DeFAI Track Projects》
DeFAI is an emerging field that combines AI technology with DeFi, aiming to simplify DeFi operations and lower entry barriers. Through AI agents, users can manage their portfolios as easily as chatting with ChatGPT and seamlessly participate in decentralized markets. Current DeFAI projects can be categorized into three types: assistant-type, trading-type, and dApps-type. Assistant-type projects simplify complex DeFi operations through AI agents, trading-type projects utilize AI for market analysis and automated trading, while dApps-type projects focus on building AI-integrated decentralized applications. These projects continue to evolve to enhance user experience and drive DeFi adoption.
《Base Ecosystem AI Gold Rush: Beyond Virtuals, What Other Treasure Projects Are There?》
This article discusses some of the AI Agent projects emerging in the Base ecosystem, many of which show great potential and are worth paying attention to. For example, TAO CAT is a project that combines real-time data and AI technology for market analysis, Polytrader helps make investment decisions by analyzing popular topics on social platforms, Acolyt provides AI-driven oracle services, and Freya integrates AI agents into games to enhance character interactivity. Additionally, there are several DeFi and investment DAO projects mentioned, such as Kudai and WAI Combinator, which optimize investment strategies and decisions by combining AI and blockchain technology. The article also references some tool platforms like Loomlay, allowing users to create AI agents in a no-code environment. These projects showcase the fusion of AI and blockchain technology and their potential applications in various fields.
MicroStrategy continues to accumulate Bitcoin, and Michael Saylor shared the company's latest Bitcoin holdings data through SaylorTracker.com, hinting at a possible additional purchase. MicroStrategy aims to raise funds through issuing preferred stock and other means to further buy Bitcoin. The company currently holds 446,400 BTC, valued at approximately $44.27 billion. In addition, Saylor announced that he will destroy the Bitcoin private keys after his death, believing that doing so will help reduce the market's supply and increase Bitcoin's value, sparking widespread discussion in the crypto community.
《Musk Tops "Diablo 4," Leaving Everyone Wondering Where He Got the Time?》
Aside from managing multiple businesses, Musk achieved the top player status in the "Diablo 4" game in less than two months, quickly completing the game's most difficult levels, attracting wide attention. Despite this, some questioned how he managed to find time to play games amidst his busy work schedule, speculating that he might have used cheats or hired someone to "power level" for him. Musk's gaming hobby intertwines with his busy business life, as he has stated that he often engages in games while working, even playing games and discussing work with employees during meetings.
This article criticizes the prediction market platform Polymarket for the controversy sparked by users speculating on California wildfires. Against the backdrop of wildfires causing multiple deaths and the evacuation of tens of thousands of people, users coldly bet on the disaster's development, with some prediction pools reaching up to $100,000. This behavior of "gambling" on public disasters has raised strong moral questions.
《AI Agent Upstart Swarms 7x in One Week, What Potential Projects are in the Ecosystem?》
In the first week of 2025, the AI Agent track performed strongly, with the two major ecosystems ai16z and Virtual reaching a historic market value high. However, Swarms, as a dark horse, made a breakthrough. Swarms is a multi-agent collaboration framework that supports seamless cooperation among AI agents, helping to break down complex tasks. Recently, the Swarms token has surged by over 768%, reaching a market value of $4.4 billion. It has attracted multiple ecosystem projects in various fields such as medical diagnostics, investment funds, and data analysis. Swarms is also actively promoting ecosystem development, planning to introduce more features and technical support, aiming to establish a presence in the AI Agent market.
《AI on 2025 BTC, ETH, SOL Price Predictions: How High Will They Rise?》
The application of AI technology in the financial sector is continuously expanding, and more investors are realizing its potential in their portfolios, especially in the cryptocurrency market. Several well-known AI models have made price predictions for major cryptocurrencies in 2025. Bitcoin is expected to reach $175,000-$350,000, driven by institutional adoption and supply scarcity factors. Ethereum is poised to exceed $6,000, relying on technological upgrades and DeFi ecosystem growth. Solana, supported by ecosystem expansion and institutional backing, is expected to rise to $500-$725. Other cryptocurrencies such as XRP, Tron, and Cardano also show positive prospects in AI predictions. However, investors still need to be cautious and mindful of market volatility and policy risks.
Marc Zeller, the founder of Aave, the largest lending protocol in the Ethereum ecosystem, initiated criticism of the Ethereum Foundation's inaction and proposed five major reform suggestions to improve ecosystem efficiency and address controversies. These suggestions include firing a large number of non-developers and team leaders, converting the Foundation's held ETH into long-term staking assets, reducing sponsored projects, avoiding Ethereum dumping, and handing over the Twitter account to those who understand technology and marketing to drive forward. Zeller's remarks have sparked widespread discussions, with some community members believing that the Ethereum Foundation is overly conservative, insufficiently invested in marketing and development, and even holding the view that the Foundation is filled with interest groups and has failed to genuinely advance decentralization. How to address this crisis has become key to Ethereum's future development.
“Which AI Agent Projects Have VCs Invested In?”
The AI Agent field is rapidly developing, with multiple well-known institutions expressing optimism about the combination of AI and cryptocurrency. Unlike traditional project funding models, the explosion of the AI Agent sector has mostly taken the form of on-chain memes, attracting a large number of retail investors. However, despite this fair launch approach enhancing transparency and openness, VCs still have a significant advantage in terms of early-stage project due diligence, funding support, and technological innovation. Investment opportunities in the AI Agent space are not limited to on-chain meme projects, and the entry of VC funds can bring more technical support and marketing advantages. Several innovative projects, such as Payman, Skyfire, and Axal, are driving industry development by providing payment and service support for AI.
“Solana AI Hackathon Sees Continued Alpha, Organizers Say, ‘Stop the Hype!’”
Currently, many Crypto x AI projects have rushed to issue tokens for short-term gains, leading to an over-tokenization phenomenon in the market, where many projects are seen as speculative tools rather than actual products. This practice may cause long-term harm to genuine developers, especially when token issuance becomes the sole means of attracting attention. Whales and KOLs often pump up token prices through false advertising, ultimately causing harm to retail investors and developers. Organizers urge developers not to blindly follow the trend of token issuance but to focus on product development, recognizing the complexity of token management and the potential risks.
“Top 10 Crypto AI Projects at Solana AI Hackathon: Investment Analysis and Entertainment Dominant”
The recent Solana AI hackathon showcased several innovative projects combining cryptocurrency and artificial intelligence. These include The Hive, which uses AI to provide intelligent investment decisions, Solana's smart assistant Neur integrating natural language processing technology, and AgentiPy, which helps Python developers simplify blockchain app development. Other projects such as Voltr and Cleopetra offer intelligent investment and liquidity management tools, FomoFactory introduces a new celebrity AI interaction model, Break.fun gamifies security testing, Redux replicates historical figures' thinking, C.A.T provides market analysis and insights, and Roastmaster9000 explores AI entertainment content creation. These projects demonstrate the vast potential of artificial intelligence in the cryptocurrency field.
"Analysis of Concentration of Six Major AI Tokens: SPORE Over 50%, FARTCOIN More Evenly Distributed"
In the current Crypto x AI field, the phenomenon of token misuse is becoming increasingly serious. Many projects hastily issue tokens for short-term hype, ignoring the need for long-term development. Developers in projects focus more on how to attract capital and speculators through tokens rather than focusing on actual product development. This over-tokenization not only harms genuine developers but also exacerbates market bubbles. Token management is complex and full of risks. Developers should avoid blindly following trends, carefully issue tokens, and focus on technical development and the actual value of the product.
"a16z Releases Seven Core Cryptocurrency Trends for 2025 and Other Developments Worth Noting"
The cryptocurrency field will experience several key trends in the coming years. Enterprises will increasingly accept stablecoin payments, especially small and medium-sized enterprises, as it can reduce payment costs and increase profits. The exploration of on-chain government bonds will provide new collateral sources for decentralized finance (DeFi). Decentralized autonomous organizations (DAOs) will receive broader legal recognition, driving the development of decentralized governance. Meanwhile, developers will reuse existing infrastructure to improve development efficiency. With the emergence of new decentralized app stores, the distribution channels for crypto apps will become more diverse. Additionally, the behavior of crypto users will shift from holders to more active users. The concealment of technical details will also help popularize Web3 apps, reducing the user's learning curve.
"New Article by Arthur Hayes: How Will US Dollar Liquidity Drive a New Crypto Market Rally in 2025?"
In this article, Hayes analyzes how US dollar liquidity affects the cryptocurrency market, particularly Bitcoin's trend. By explaining the Federal Reserve's reverse repurchase operations (RRP) and the flow of funds in the US Treasury General Account (TGA), it discusses how increased USD liquidity drives the rise of the cryptocurrency and stock markets. In the first quarter of 2025, approximately $612 billion of US dollar liquidity will be injected, which may have a positive impact on the market. Finally, the author mentions that the Maelstrom Fund is investing in the DeSci sector and holds a bullish view on the future market.
《Farcaster's 2024 Year-end Review: AI Agent Development Hotspot; Farconomy Will Continue to Grow》
In 2024, Farcaster saw significant growth, with a substantial increase in users and daily active users, especially in its role as a crypto-native social network. Farcaster's development benefited from several factors, including the community-driven incentive token $DEGEN and its collaboration with the Base chain, which spurred the formation and development of more ecosystem projects. While in the short term, some SocialFi applications and incentive models failed to sustainably attract users, Farcaster still maintains its unique community culture and developer activity. The team continues to focus on interaction with the crypto market, building a more robust community and programmable social features, while supporting various applications and developers through open protocols, aiming to create a highly sticky ecosystem in the long term.
《How to Make Money with Agent Economy in 2025?》
This article explores the future development of the agent economy, particularly the evolution of AI agents. From phase 1's simple chatbots, to phase 2's privacy and DeFi integration, and onwards to phase 3's collaboration between agents, it emphasizes the critical role of infrastructure, frameworks, and technology. While the current market is filled with basic social media agents, the real opportunity lies in the technology and platforms that support autonomous economic activities.
《Bull Market AI Agent: Five Major Trends, Have You Positioned Yourself?》
This article discusses the five major trends of combining crypto with AI agents. Firstly, investment-oriented DAOs and agent launch platforms (such as daosdotfun, ai16zdao) are on the rise; secondly, DeFAI will become the new frontier of agent applications, where agents will start autonomously executing tasks and achieving value accumulation; at the consumer level, agents will develop more complex personalities and interactions, especially in the entertainment, gaming, and metaverse sectors. Moreover, DAOs will evolve into multi-agent systems, enhancing efficiency through collective cooperation, and finally, agents will have the ability to autonomously manage funds, similar to how freysa_ai has achieved autonomous key management, driving agents to become economic proxies.
This article points out the current issue of AI agent fragmentation, where the diversity, liquidity, and attention of AI agents are scattered across different areas. The article mentions two development paths for agents: one is to transition to an open-source framework, and the other is to continue focusing on a single agent function. It analyzes several promising AI domains such as DeFAI, NSFW agent, robotics, investment DAOs, and suggests that developers and investors should focus on narratives and products with long-term growth potential, ultimately driving innovators to establish a unified ecosystem by simplifying complexity.
《AI All-Stars Join Forces, Aiccelerate DAO Drives Decentralized Open-Source AI Development》
Aiccelerate DAO is an investment and development organization focused on driving decentralized open-source AI development, aiming to combine AI and crypto technologies to build an ecosystem supporting related projects. The DAO has brought together experts and advisors from various fields, including the founder of ai16z, senior figures in the crypto industry, and open-source AI developers. Aiccelerate DAO plans to advance the cutting-edge of blockchain and AI technologies by creating AI agents and tools, and manage the DAO's assets and returns through the AICC token. Despite the project not being fully public yet, it has attracted significant attention, particularly garnering support from developers, researchers, and investors, paving the way for potential breakthroughs in the open-source AI field.
《How to Determine If a Crypto Dev Is Reliable Through GitHub?》
Developers' impact on projects is crucial, as their technical skills, sense of responsibility, and personal reputation directly determine the project's future. In the case of the SKYAI project, developer Bob's failure led to a market value plummet, highlighting the risks irresponsible developers pose to investors. Conversely, BUZZ project developer Jason Hedman, with a strong technical background and responsible attitude, earned investors' trust and market recognition for the project. Identifying reliable developers can be done through platforms like GitHub to analyze their technical proficiency and project contributions, focusing on aspects such as code quality, development processes, and community interactions. Additionally, emotional intelligence and transparency are also key factors for developers' success.
《Vitalik's New Article: Decentralization Accelerationism One-Year Review and Outlook》
This article revolves around the concept of Decentralization Acceleration (d/acc), discussing its application in technological development and the challenges it faces, including AI security and regulation, its relationship with cryptocurrency, and public goods funding. It emphasizes the importance of d/acc in building a safer and better world and explores the opportunities and challenges for future development. Vitalik elaborates on the essence of d/acc, analyzes its role in addressing AI risks through various strategies, discusses the value of cryptocurrency in this context, and explores the public goods funding mechanism. Finally, it looks ahead to the future of technological development, acknowledging challenges but highlighting the opportunity for humans to build a better world with existing tools and concepts.
《Listing 20 Official Eliza Labs Partner Projects: Low Market Cap Boost Effect More Evident》
Shaw's tweet drove a significant increase in the market cap of multiple AI Agent and Metaverse projects like Hyperfy, with Hyperfy experiencing a near $3 billion market cap surge within hours of its launch. As Shaw's Eliza Labs announced several partnership projects, some emerging projects showed strong market performance. Among the partner projects, apart from Hyperfy, larger market cap projects saw steadier gains, while lower market cap projects exhibited more significant fluctuations and gains. These projects span across various areas such as decentralized AI systems, virtual world creation, AI-driven Web3 games, demonstrating the robust market potential of AI Agent and the Metaverse.
《Anonymous Survey Given to 42 Key Solana Figures, What Are Their Views on the Crypto Industry?》
A Lightspeed-initiated anonymous survey targeted Solana's founders and heavy users, aiming to understand their views on other blockchains, venture capital firms, and startups. The survey covered multiple aspects, including the assessment of Solana's ecosystem, competition with other blockchains, and the impact of Memecoins. The results showed that founders generally see Solana's biggest current issue as insufficient block space and exhibit high interest in Solana's competitors, Base and Sui. While some founders are critical of certain projects or venture capital firms, overall, they remain strongly supportive of Solana and believe Memecoins are beneficial to the ecosystem.
《Ethena 2025 Roadmap: Entering Traditional Finance with Customized Product sUSDe》
In 2024, Ethena achieved significant milestones, becoming the third largest USD asset in the crypto space, successfully weathering market downturns and experiencing rapid growth of its core products. Through innovation, risk-taking, and long-term commitment, the team has propelled the integration of fund flows among DeFi, CeFi, and traditional finance. In 2025, Ethena plans to enter the traditional finance market, launch a regulated iUSDe product, and provide savings and payment services to global users through platforms like Telegram. Looking ahead, Ethena will continue to expand its ecosystem, drive innovation protocols based on sUSDe, and strive to disrupt the global financial system.
欢迎加入律动 BlockBeats 官方社群:
Telegram 订阅群:https://t.me/theblockbeats
Telegram 交流群:https://t.me/BlockBeats_App
Twitter 官方账号:https://twitter.com/BlockBeatsAsia