ChainCatcher news indicates that, according to SoSoValue data, the encrypted market sector has seen a general rise, with the AI Agents and PayFi sectors experiencing 24H increases of 9.73% and 9.27%, respectively. Within the AI Agents sector, the Virtuals Protocol ecosystem tokens have performed exceptionally well, with VIRTUAL, AIXBT, VADER, GAME, and LUNA increasing by 9.35%, 43.65%, 30.02%, 22.36%, and 21.78%, respectively. Additionally, Spore (SPORE) rose by 36.07%, and Eliza (ELIZA) increased by 26.92%. In the PayFi sector, leading projects XRP (XRP) and Stellar (XLM) rose by 9.98% and 10.05%, respectively.In other sectors, the Meme sector saw a 24H increase of 5.02%, with the leading token Dogecoin (DOGE) rising by 5.05%. The DeFi sector increased by 4.61%, with Raydium (RAY) rising by 14.36% and Lido DAO (LDO) increasing by 10.85%. Furthermore, the Layer 1 sector rose by 3.16%, the Layer 2 sector increased by 2.64%, and the CeFi sector saw a rise of 1.53%.

ChainCatcher news, Matrixport released today's chart report. The 7-day minting data of stablecoins shows that the pace of fiat currency inflow into the crypto market has significantly slowed down before the Christmas holiday, which may be related to the Federal Reserve's shift to a hawkish policy in mid-December.Due to the continued low activity of fiat deposits flowing into stablecoins, Bitcoin and other cryptocurrencies may continue to consolidate. Although the quiet period of the holidays has ended, there has not yet been a significant rebound in the inflow of funds into stablecoins. This indicator remains an important signal of changes in market demand, as an increase in stablecoin minting typically indicates a rise in demand for the cryptocurrency market.Currently, while there has been a slight rebound in stablecoin minting activity, its sustainability remains unclear. Only when this trend continues steadily is it possible to push Bitcoin out of the consolidation phase and back into a bull market.

ChainCatcher message, according to SoSoValue data, the encrypted market sector has mostly seen slight pullbacks, while the AI Agents sector performed impressively with a 24H increase of 3.96%. Within this sector, Fartcoin (FARTCOIN) rose by 37.82%, Hive AI (BUZZ) increased by 25.78%, and Ava AI (AVA) went up by 22.11%. The tokens related to the Virtuals Protocol ecosystem performed poorly today, with the exception of VIRTUAL which saw a slight increase of 0.44%, while AIXBT, GAME, and LUNA fell by 3.03%, 10.87%, and 4.60% respectively.In other sectors, the Meme sector rose by 0.52%, with Dogecoin (DOGE) increasing by 2.35%, and Peanut the Squirrel (PNUT) possibly benefiting from expectations of being listed on Coinbase, with a 24H increase of 3.03%. The PayFi sector increased by 0.49%, with the leading project XRP (XRP) rising by 1.31%. Additionally, the Layer 1 sector fell by 1.11%, the DeFi sector dropped by 1.81%, the Layer 2 sector decreased by 1.94%, and the NFT sector declined by 3.39%.

ChainCatcher message, on-chain analyst Ali shared Glassnode data on X stating: "In the past month, the inflow of funds into the cryptocurrency market has decreased by 56.70%, from $134 billion to $58 billion. This indicates a significant reduction in investment activity."

ChainCatcher message indicates that, according to SoSoValue data, the encrypted market sector is generally experiencing a continued pullback, with a 24H decline of approximately 1% to 3%. Notably, the Hyperliquid ecosystem sector has risen against the trend by 4.25%, with HFUN increasing by 10.77% and PURR by 7.37%.Additionally, the CeFi and PayFi sectors remain strong, with pullbacks of 1.51% and 1.88% respectively, where in the PayFi sector, VELO has risen by 0.95%. Meanwhile, AI Agents have seen the largest pullback, with a 24H decline of 9.08%, including VIRTUAL (Virtuals Protocol) down by 12.66%, AIXBT (aixbt by Virtuals) down by 9.24%, and VADER (VaderAI by Virtuals) down by 25.24%.In other sectors, the Layer 2 sector has decreased by 2.69%, the Meme sector has decreased by 2.83%, the DeFi sector has decreased by 3.27%, the Layer 2 sector has decreased by 3.59%, and the RWA sector has decreased by 4.67%.

ChainCatcher news, according to Bitcoinist, Glassnode data shows that the trend of Bitcoin ownership is undergoing a significant shift. The proportion of Bitcoin held by new investors (addresses holding for less than three months) has risen sharply, currently accounting for 49.6% of the network's liquidity. New capital is increasingly entering the market, even as experienced investors are reallocating their positions.Despite the general panic in the cryptocurrency market, Bitcoin continues to show resilience and maintain a strong position. The influx of new participants has absorbed selling pressure, keeping Bitcoin above the key support level of $92,000.

ChainCatcher message, according to SoSoValue data, the encrypted market sector has fallen for three consecutive days, while the CeFi sector remains strong, with a 24H decline of -1.31%. Among the sector, the CEX-related token Bitget Token (BGB) rose against the trend by 1.33%, and OKB (OKB) slightly increased by 0.51%. The AI Agents sector experienced the largest pullback today, with a 24H decline of -11.06%. Within the sector, the Virtuals Protocol ecosystem-related tokens VIRTUAL, AIXBT, GAME, LUNA, and VADER fell by -9.58%, -8.11%, -16.93%, -14.86%, and -19.28%, respectively, while ai16z (AI16Z) dropped by -15.84%, and Fartcoin (FARTCOIN) decreased by -19.07%.In other sectors, the Layer 2 sector fell by -2.08%, with Sonic SVM (SONIC) rising against the trend by 8%. The Layer 1 sector declined by -2.34%, the Meme sector dropped by -4.11%, the PayFi sector decreased by -2.67%, the DeFi sector fell by -2.77%, and the Meme sector declined by -3.75%.

ChainCatcher message, according to SoSoValue data, the encrypted market sector continues to pull back. The Hyperliquid ecosystem rises against the trend by 2.57%, with HYPE up 1.91% and HFUN up 1.79%. The PayFi and CeFi sectors remain the two strongest performing sectors, pulling back by 0.13% and 0.59% respectively.It is worth noting that in the PayFi sector, SafePal (SFB) rises against the trend by 1.39%, while the leading project in the sector, XRP (XRP), increases by 0.51%. In the CeFi sector, the CEX-related token Gate (Gate) rises by 1.79%, and MX (MX) increases by 0.60%.In other sectors, the RWA sector falls by 1.74%, the Layer 1 sector drops by 2.38%, the Meme sector declines by 4.11%, the DeFi sector decreases by 4.15%, and the Layer 2 sector falls by 4.81%.

ChainCatcher message indicates that, according to SoSoValue data, the encrypted market sector is generally retreating due to macro factors, while the PayFi and CeFi sectors are relatively resilient, retreating by -3.56% and -3.82% respectively. Notably, in the CeFi sector, Bitget Token (BGB) rose against the trend by 5.93%, with a monthly return rate and annual return rate reaching 164.23% and 940.47% respectively.SoSo Value analysts stated that the U.S. non-manufacturing PMI for December and the number of job vacancies for November released today both exceeded expectations, demonstrating the strength of the U.S. economy and the resilience of employment. This has led the market to begin betting on no interest rate cuts or even rate hikes in the first half of 2025, causing U.S. Treasury yields to rise sharply to 4.7%, resulting in price corrections in risk assets such as U.S. stocks and cryptocurrencies.In other sectors, the Layer 1 sector fell by -6.95%, the DePIN sector fell by -8.43%, the DeFi sector fell by -9.46%, the Layer 2 sector fell by -9.47%, and the Meme sector retreated by -10.81%. Additionally, the AI Agents sector, which saw significant gains yesterday, fell by -10.25% today.

ChainCatcher news, the cryptocurrency market research firm Santiment posted on the X platform, noting that since Trump was elected as the 47th President of the United States two months ago, the correlation between cryptocurrencies and stocks has remained at a high level. However, today we observe that Bitcoin is showing a soaring trend relative to the S&P 500 index (based on its usual volatility range).For most of the past three years, the image of cryptocurrencies in the minds of most community members has gradually shifted to "high-leverage tech stocks." However, signs from early 2025 indicate that Bitcoin may be gradually detaching from the conventional volatility trajectory of the global stock market.Historically, the cryptocurrency market tends to thrive and experience the most significant bull markets during periods of low or no correlation with the stock market. If Bitcoin and other cryptocurrencies can achieve strong growth in January without relying on the S&P 500 index, it would be a strong signal, indicating a significantly increased possibility of reaching new all-time highs.

ChainCatcher message, according to SoSoValue data, the encrypted market sector has slightly increased, with AI Agents and Hyperliquid ecosystems leading with 4.65% and 5.39% respectively. In the AI Agents sector, Swarms (SWARMS) increased by 56.64%, GRIFFAIN (GRIFFAIN) increased by 22.82%, ai16z (AI16Z) increased by 22.65%, AI Rig Complex (ARC) increased by 17.71%, and aixbt by Virtuals (AIXBT) increased by 9.79%. However, the leading project Virtuals Protocol (VIRTUAL) retraced by -4.48%, and Fartcoin (FARTCOIN) retraced by -9.19%. Within the Hyperliquid ecosystem, HYPE and PURR increased by 3.99% and 2.85% respectively.In other sectors, the CeFi sector increased by 2.18%, with CEX-related tokens Binance Coin (BNB) increasing by 2.03%, Bitget Token (BGB) increasing by 3.21%, and MX (MX) increasing by 5.51%. The NFT sector increased by 1.98%, with the leading project Pudgy Penguins (PENGU) increasing by 6.20%. The Layer 1 sector, Depin sector, and Meme sector all increased by 0.85%, while the DeFi sector slightly retraced by -1.02%.

ChainCatcher message, according to the latest monthly market insights report from Binance Research, the crypto market is expected to continue growing in 2025, driven by accelerated institutional adoption, evolving regulatory frameworks, and the expansion of the DeFi ecosystem.The Binance report emphasizes that Bitcoin's dominance in global assets has increased, and despite a significant pullback in late December last year, the overall market still shows strong fundamentals.December last year was a significant milestone for the cryptocurrency market, as the Federal Reserve decided to reduce the planned interest rate cuts for 2025 from four to two, leading the cryptocurrency market cap to rise to a record $3.91 trillion before falling to $3.41 trillion.This pullback wiped out $500 billion in market cap, but Bitcoin remains firmly in the seventh position among global assets (by market cap), surpassing Saudi Aramco and silver.Bitcoin's market cap grew by 123.4% last year, driven by the approval of spot Bitcoin ETFs and their subsequent record growth, as well as MicroStrategy's inclusion in the Nasdaq 100 index and continued adoption by institutional investors. This year's growth made Bitcoin the second-best performing asset among the top ten global assets, only behind Nvidia.The report points out that speculation around the U.S. potentially adopting Bitcoin as a strategic reserve asset further fueled Bitcoin's momentum. As capital shifts from altcoins to Bitcoin, its dominance continues to strengthen, solidifying its position as a leading asset class.Although the market has experienced volatility, Bitcoin's strong fundamentals and the increasing adoption in traditional finance may pave the way for continued growth in 2025.The report indicates that if current trends continue, Bitcoin could challenge higher positions in the global asset rankings, coming closer to gold.The DeFi sector has also witnessed significant growth, with decentralized spot and perpetual contract trading volumes reaching new highs of $326 billion and $356 billion in December, respectively.Hyperliquid is a major driver of this surge, accounting for over 60% of the total trading volume in decentralized perpetual contracts. Meanwhile, lending and liquid staking protocols also set historical highs of $55 billion and $71 billion, respectively.The stablecoin market has undergone a significant shift, with Ethena's USDe surpassing USDS to become the third-largest stablecoin by market cap at $5.9 billion.Additionally, Binance Research highlights the emerging role of AI agents in the crypto ecosystem. Leading AI agent tokens now have a market cap in the billions, with increasing adoption rates in trading and entertainment sectors.Despite adjustments at the end of the year, the report concludes that favorable regulatory developments, rising institutional participation, and technological advancements in DeFi and AI will enable the cryptocurrency market to continue expanding in 2025.

ChainCatcher news, BitMEX co-founder Arthur Hayes explained in his latest blog post why he believes the crypto market will peak in mid-March and then experience a significant correction. The article states that previously, in the third quarter of 2022, when the Federal Reserve's reverse repurchase tool peaked, Bitcoin hit its bottom; Yellen adjusted the bond strategy, withdrawing over $2 trillion from the RRP to inject liquidity into the market, driving up cryptocurrencies and stocks. In the first quarter of 2025, the market will focus on whether the dollar liquidity can offset the impact of the slow implementation of Trump's policies. If liquidity is sufficient, increasing risk exposure will be a safe choice.The Federal Reserve's factors are secondary in the analysis, with a focus on how the Treasury will respond to the debt ceiling. If politicians hesitate, the Treasury may inject liquidity from the General Account (TGA), creating a positive atmosphere for cryptocurrencies. The Federal Reserve's quantitative tightening policy continues, but the RRP scale is nearly zeroed out, and RRP rates are lowered to reduce attractiveness. This move aims to boost demand for U.S. Treasuries and lay the groundwork for stopping QT and other policies. Yellen revealed that the Treasury expects to take "extraordinary measures" to raise funds in mid-January. When the increase in the debt ceiling will gain political approval tests Trump's support. It is expected that from May to June, the balance of the Treasury's General Account (TGA) will be exhausted, and the market may react in advance. By the end of the first quarter, the total dollar liquidity from the Federal Reserve and the Treasury is expected to be $612 billion. As the default and shutdown crisis approaches, an agreement will be reached to raise the debt ceiling, the Treasury will resume borrowing and replenish the TGA, leading to a decrease in liquidity. After the tax deadline on April 15, the government's financial situation will improve, and liquidity will also decline. If the TGA balance dominates cryptocurrency prices, the market may reach a high point by the end of the first quarter and then decline.Yellen lowered the rate for issuing short-term Treasury bills, causing Powell's strategy to tighten financial conditions to combat inflation to fall short. Although Trump's team may perform poorly in cryptocurrency and corporate legislation, a positive dollar liquidity environment may offset this impact. Hayes stated, "I advise investors to sell in the late first quarter and wait for liquidity conditions to improve in the third quarter. As the Chief Investment Officer of Maelstrom, I recommend risk-takers shift to aggressive mode and venture into the decentralized science (DeSci) altcoin space. If things go well, I will reduce baseline positions in March."

According to the "Market Insights for January 2025" report published by Binance Research, the crypto market capitalization soared to a historic high of $3.91 trillion in December 2024, driven by regulatory optimism, institutional adoption, and Bitcoin reaching an all-time high of $108,000. However, as the Federal Reserve reduced its interest rate cut plans for 2025 from four times to two, the market experienced a correction at the end of December, with a market cap evaporation of over $0.5 trillion.Bitcoin's market cap grew by approximately 123.4% for the year, becoming the seventh-largest asset globally, surpassing Saudi Aramco and silver, only behind Nvidia's performance. Key drivers included the approval of spot ETFs, Bitcoin halving, changes in monetary policy, and more crypto-friendly regulatory expectations.Additionally, the market cap of Ethena's USDe has reached $5.9 billion, surpassing DAI to become the third-largest stablecoin, thanks to its high yield and use as collateral on Aave. Decentralized spot and perpetual contract trading volumes reached historic highs of $326 billion and $356 billion in December, respectively, while decentralized perpetual trading volume grew over 370% for the year, primarily driven by Hyperliquid.The TVL in the DeFi sector also hit a new high, with lending protocols and liquid staking protocols reaching $55 billion and $71 billion, respectively. AI agents are gradually becoming an emerging hotspot in the crypto space, with related tokens reaching billions in market cap and an average daily exposure of about 100,000 times, with representative projects including Virtuals and ai16z's Eliza framework, as well as individual agents like aixbt.