BitMart Research Institute Weekly Hotspot Analysis: BTC Price Breaks Through $100,000, Popular Tracks Perform Brightly

1. Market Dynamics

1. Mainstream Coin Performance

This week, mainstream cryptocurrencies experienced significant volatility. The following are the performance data for major coins:

• Bitcoin (BTC): Current price $101,456.42, weekly increase 9.11%, quickly rebounding after hitting a low.

• Ethereum (ETH): Current price $3,372.79, weekly increase 4.36%.

• BitMart Token (BMX): Current price $0.3004, weekly increase 0.33%.

At the same time, the total market capitalization of cryptocurrencies reached $3.57 trillion, with market sentiment rebounding from last week's "fear" index of 43 to "neutral" 57.

2. ETF Fund Inflow Data

• Bitcoin ETF saw a net inflow of $1.914 billion this week.

• Ethereum ETF saw a net inflow of $6.9 million this week.

The inflow trend for BTC indicates a significant increase in institutional participation, with market confidence in crypto assets gradually recovering.

3. Comparison with Traditional Financial Markets

The three major U.S. stock indices experienced fluctuations and corrections this week, closing lower collectively. Despite the latest inflation data being slightly better than expected, tech stocks were hit hard, with Apple dropping over 4% in a single day, marking its largest daily decline in nearly six months. Notably, the correlation between Bitcoin and tech stocks has approached 0.70, reaching its highest level in two years.

2. Analysis of Hotspots in the Crypto Market

1. BTC's Rapid Rebound Ignites the Market

Bitcoin briefly hit a low of $89,000 on Monday, then launched a strong rebound, significantly boosting market sentiment and leading to a divergence in altcoin performance. This round of rebound was driven by positive sentiment towards the BTC ETF, with fund flow trends indicating a return to mainstream coins.

2. Popular Coins This Week

Based on comprehensive data, the following coins performed particularly well:

• XRP: Weekly increase 44.5%.

• HBAR: Weekly increase 44.59%.

• XDC: Weekly increase 55.23%.

• FARTCOIN: Weekly increase 77.08%.

• AIXBT: Weekly increase 99.82%.

Among them, AIXBT stood out with nearly a doubling in value, becoming the leading representative in the AI Agents sector.

3. Analysis of Hot Sectors

1. AI Agents

The AI Agents sector continued its strong performance this week, attracting significant attention. Among them:

• Both FARTCOIN and AIXBT experienced substantial rebounds.

• The development framework project $ARC drove the rise of related ecosystems, followed closely by $ELIZA.

• In contrast, some projects within the sector, such as $SWARMS and $PIPPIN, showed weak performance and declined this week.

2. Hyperliquid Ecosystem

The Hyperliquid sector performed excellently, with ecosystem projects experiencing a large-scale rebound.

• $HFUN: Became the focus this week, with its market capitalization surpassing $200 million.

• Notable ecosystem representative projects include meme tokens VAPOR, FARM, PURR, and HCR.

3. DeFAI

The DeFAI sector showed an overall upward trend this week:

• CRIFFAIN and ANON both rose over 40%.

• GRIFT even saw an increase of 172%, becoming one of the most关注的 projects this week.

4. Project Progress

Innovations and collaborations in various projects continue to advance. Here are some of the latest developments:

1. DWF Labs: Will provide strategic support for the launch of AI agent teams based on the NEAR protocol, further promoting NEAR ecosystem innovation.

2. Saga: Announced a partnership with Virtuals and Eliza Labs to launch an independent Layer 1 network, with significant market attention on its ecosystem potential.

3. UniSat: Has partially opened the CAT20 market, expected to unlock more investment opportunities.

4. SunPump Platform: Issued the "888 TRX" Meme creator incentive for the first time, showcasing the platform's support for community creation.

5. Virtuals Protocol: Will soon update its value accumulation mechanism, allowing agent creators to receive a 30% return, bringing more incentives to ecosystem participants.

5. Industry News

Highlights of the crypto industry this week include:

1. The new U.S. government officially takes over: On January 20, Trump and Vance are set to be sworn in, with the market closely watching their digital asset policies.

2. Crypto regulations on the agenda: U.S. senators plan to prioritize the digital asset regulatory framework in the 119th Congress.

3. Genius Group's major move: The company announced a $33 million equity financing, with all funds allocated for Bitcoin reserves.

4. Strong correlation between Bitcoin and tech stocks: Currently, the correlation index between BTC and tech stocks is as high as 0.70, indicating increasing attention from traditional tech capital.

6. Summary and Outlook

This week, the market performed strongly, with Bitcoin leading the rebound of mainstream coins after hitting a low, significantly boosting sentiment in the crypto market. AI Agents and the Hyperliquid ecosystem have become popular sectors attracting capital, warranting continued attention. From a policy perspective, the new U.S. government's regulatory approach to digital assets and related policies will have a profound impact on the market. Although the crypto market has shown impressive performance, investors should remain vigilant, make rational decisions, and avoid blindly chasing highs.