Key Market Information Discrepancy on January 16th - A Must-See! | Alpha Morning Report

By: blockbeats|2025/01/16 10:30:02

Featured News

1. Solana AI Hackathon Winning Project Surges, BUZZ Up Over 38% in Nearly 2 Hours

2. Jupiter: Airdrop Claiming to Open Next Week, Users Need to Set Up Personal Profile Page First

3. Post CPI Data, Probability of Fed Rate Cut in March Rises by 25 Basis Points

4. Yesterday's US Bitcoin Spot ETF Sees Net Inflow of $754.79 Million, Ethereum Spot ETF Sees Net Inflow of $59.12 Million

5. AI Sector Shows Divergence, LMT and AIXBT Reach All-Time Highs, SWARMS Drops Over 20%

Articles & Threads

1. "Galaxy: 2024 Q4 Crypto Primary Market Report"

In 2024, cryptocurrency venture capital remains challenging. These primary elements—Bitcoin, memecoins, AI agents—are not particularly well-suited for venture capital. It only takes a few clicks to launch a Memecoin, and Memecoins and AI agent coins are almost entirely on-chain, leveraging existing infrastructure primitives. Industries that were hot in the previous market cycle, such as DeFi, gaming, metaverse, and NFTs, either failed to capture broad market attention or have been built out and require less funding, making new startups more competitive.

2.《Messari: Estimating the AI x Crypto Market Size》

The historical examples of the 2020/2021 DeFi boom, the 2021 SOLUNAVAX run, and the 2023/2024 memecoin surge have all demonstrated these characteristics, achieving a collective market cap far surpassing the current status of artificial intelligence. By 2024, the artificial intelligence index is around $14 billion, with significant growth potential in the industry, and fundamental forecasts suggest its market cap could expand to $100 billion.

24H Top Projects (‼️High Rug Risk‼️)

Daily updates on new projects or community trends, filtered and ranked by X Alpha account follow count 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. Sora Labs (@labs_sora)

Sora Labs is proud to announce the launch of Zen, an AI dialogue framework built in Go, focusing on modularity

Key Market Information Discrepancy on January 16th - A Must-See! | Alpha Morning Report

2. tweem (@tweemdotlol)

tweem is a self-evolving AI that learns about things it finds interesting and forms real opinions about them.

3. GAIM (@GAIM_studio)

AI agent gaming center, has released one game so far

-- Price

Market Data

Daily overall market funding heat (reflected by funding rate) 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...

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.

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

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.

Why is a16z Crypto raising another $2.2 billion to heavily invest in Web3?

This round of funding bets on the transition of cryptocurrency from the infrastructure development phase to the phase of real user adoption. Whether focusing on cryptocurrency or crossing over to AI, this real money will only flow to those places that can turn technology into products.

Polymarket Underlying Algorithm Explained

It may be the only article on Twitter that clearly explains all the underlying design of Polymarket in plain language.