Web3 AI Daily Review (2024/12/31)

I. Attention Value - Market Highlights

1. Market Trends

(1) Macroeconomic Environment:
l Franklin Templeton's Outlook for the Crypto Industry in 2025: A Shift from Speculation to Practicality
Franklin Templeton Digital Assets has released its 2025 outlook for the crypto industry, emphasizing that as the foundational technology of cryptocurrencies matures, the industry will undergo a transition from speculation to practicality. The outlook highlights key factors including regulatory clarity, institutional adoption, and technological advancements. The U.S. Securities and Exchange Commission (SEC) is expected to drive the diversification of financial products related to cryptocurrencies, helping the U.S. regain its status as a global center for crypto innovation. Additionally, the U.S. will introduce a regulatory framework for stablecoins, paving the way for major financial institutions to issue their own stablecoins. Bitcoin will further solidify its position as a digital store of value, with some countries potentially increasing their strategic reserves. Moreover, as various industries seek efficient decentralized solutions, the demand for Decentralized Physical Infrastructure Networks (DePIN) will rise. The combination of artificial intelligence and cryptocurrencies will also accelerate, with blockchain technology providing transparency and verification for the AI economy. Overall, 2025 is expected to be a significant turning point for the crypto industry, and stakeholders need to pay attention to these dynamic changes.
(2) Web3 Sector:
l San Francisco Fed President Daly: Cryptocurrencies Should Be Viewed as Independent Assets, Not Ready to Become "Currency"
San Francisco Fed President Daly stated in a podcast on December 31 that cryptocurrencies should be viewed as an independent asset class rather than being conflated with gold. She pointed out that the complexity of cryptocurrencies means they are not yet ready to become "currency." Daly emphasized the importance of understanding the true meaning of cryptocurrencies, mentioning that they can serve as a currency, medium of exchange, or asset, but these definitions need to be clarified. She further noted that while cryptocurrencies sometimes exhibit characteristics similar to gold, they are not equivalent to gold. Daly agreed with Federal Reserve Chairman Powell's view that cryptocurrencies currently lack the necessary attributes to function as currency.

2. Hot Events

(1) Macroeconomic Environment:
l Judge Delays CFTC vs. Gemini Trial to January 21, Potentially Impacting the Future Direction of the Crypto Industry
New York court judge Alvin Hellerstein has decided to postpone the civil trial between the U.S. Commodity Futures Trading Commission (CFTC) and Gemini Trust Company to January 21, 2024, from the originally scheduled date of January 13. This case stems from the CFTC's 2022 allegations against Gemini, accusing it of providing false or misleading statements to the CFTC when applying for Bitcoin futures contracts in 2017. The new trial date will coincide with the inauguration of a new president, which may influence the CFTC's stance towards Gemini and other crypto companies. The court stated that further delays will not be approved unless special circumstances arise.
(2) Web3 Sector:
l Brian Armstrong: ResearchHub Community Sees Significant Growth, Focus on Improving Academic Publishing and Fundraising in 2025
On December 31, Coinbase CEO Brian Armstrong announced on social media that the ResearchHub community has achieved significant growth over the past year. He mentioned that it is exciting to see some ideas conceived a few years ago finally coming to fruition. Looking ahead to 2025 and beyond, Armstrong emphasized that there is still much work to be done, including improving academic publishing (shortening the publication cycle of ResearchHub journals), optimizing peer review (providing compensation for reviewers), fundraising, and facilitating the reproducibility of research results (introducing prediction markets).

3. Hot Narratives

l AI Meme Tokens Surge: ai16z and ELIZA Both Reach Historical Highs, Sparking Trademark Controversy
On December 31, AI Meme tokens saw widespread increases, with both ai16z and ELIZA reaching historical highs. ai16z rose by 35.6% in 24 hours, with a market cap of $1.86 billion; ELIZA's increase was even more significant, reaching 56.4%. The AI agent project has garnered widespread attention, with ai16z announcing on social media that ElizaV2 is in early development, aiming to improve architecture, enhance scalability, and optimize plugin management. The team stated that V1 will remain stable, focusing on pull requests, documentation, and issue fixes, while encouraging developers to continue building on V1 and will notify users once the testing schedule for V2 is determined. Additionally, Haseeb Qureshi, managing partner at Dragonfly, raised concerns on social media about whether ai16z's market cap infringes on a16z's trademark. He noted that ai16z initially appeared to be a parody project but has now become more legitimate with a positive development roadmap. He also mentioned, "It's hard to become a $1 billion token without commercial intent."

II. Attention Value - Hot Projects

1. Project Introduction
l $dGPU | AI Agent | @dantegpu
- ANTE-GPU is a Solana-based AI smart agent and marketplace platform designed to intelligently recommend the optimal AI model and GPU combination based on user project needs.
- The platform offers real-time availability checks, budget and performance customization suggestions, and supports flexible billing, helping users optimize projects for the best performance at the most reasonable cost.
- ANTE-GPU addresses issues of low resource utilization, high costs, and limited access associated with traditional GPU resources.

III. Attention Value - Sector Rotation

1. Hot Sectors

Source: Dune, Dot Labs

Source: Dune, Dot Labs
2. Internal Sector

Source: Dune, Dot Labs