ChainCatcher news, RootData released the "2024 Web3 Industry Investment Research Report." The report shows that popular TGE projects in the first half of 2025 are mainly focused on BTC, artificial intelligence, and high-performance chains.2025 H1 Popular TGE Financing Overview (* indicates projects that have conducted TGE):Projects with total financing exceeding $100 million include Monad, Farcaster, *EigenLayer, *Magic Eden, Berachain;Projects with total financing between $50 million and $100 million include Babylon, *Scroll, Morpho, Eclipse;Projects with total financing between $10 million and $50 million include Sahara, Nillion, *Movement, *Puffer, Initia, Walletconnect, *Usual, Lombard, Solayer, *Bio, Sophon;Projects with total financing less than $10 million include Roam, Symbiotic, *deBridge, *Grass.In addition, the OTC market quotation amount has generally increased, with a total trading volume of 262 transactions, a month-on-month decrease of 3%; the total order quotation amount reached $1.2 billion, a month-on-month increase of 29%, with an average transaction amount of $5.2 million, a month-on-month increase of 34%. Buyers account for 41.98%, while sellers account for 58.02%. In the first half of 2025, the OTC market is led by Solana, driving the high-performance narrative of the Move ecosystem.

ChainCatcher news, generally, there is sometimes a certain correlation between the weakness of the PPI and the weakness of the CPI in the same month. However, Santander Bank economist Stephen Stanley stated that the weaker-than-expected U.S. December PPI data does not necessarily mean that the December CPI data will also cool down. This correlation is particularly less obvious for the core CPI, which excludes the more volatile food and energy prices.He pointed out that food and energy prices do show a good correlation between these two indicators, but the correlation with other categories of goods is lower. "My prediction for the CPI relies on the PPI prediction only for the food and energy part, but not for the core CPI," Stanley said. (Jinshi)

ChainCatcher message, VanEck's Head of Digital Asset Research Matthew Sigel posted, "Is it too late to turn bearish now? The adjustment of altcoins after the election has recorded the worst performance ever."

ChainCatcher news, according to The Block, Fidelity Digital Assets stated in its 2025 outlook report that Ethereum outperforms Solana in the long term due to fundamental factors such as developer activity, total value locked (TVL), and stablecoin supply, while Solana has an advantage in the short term due to its rapidly growing transaction speed and low costs.The report noted that Solana's revenue and TVL are growing rapidly, but its reliance on memecoin trading trends performs strongly in bull markets and may weaken in bear markets. In contrast, Ethereum's fundamentals are less dependent on speculation, providing stronger long-term stability. Solana plans to significantly enhance transaction speed through the Firedancer upgrade, while Ethereum's Pectra upgrade focuses on functionality, scalability, and user security, but has a smaller direct impact on the investment value of ETH.Fidelity is also optimistic about Bitcoin, believing that more countries and institutions may incorporate Bitcoin into their asset allocation by 2025, and expects stablecoins and tokenized assets to continue to grow, with new innovations emerging in the DeFi space. Fidelity emphasizes that it is "still not too late" to enter the crypto market.

ChainCatcher news, according to TechCrunch, NVIDIA CEO Jensen Huang stated in his CES speech that the performance improvement rate of the company's AI chips has surpassed Moore's Law.He pointed out that NVIDIA's latest data center superchip GB200 NVL72 is 30-40 times faster in AI inference tasks compared to the previous generation H100, and the overall chip performance has improved by 1000 times over the past decade.Jensen Huang emphasized that by synchronizing innovations at the levels of architecture, chips, systems, libraries, and algorithms, NVIDIA is able to achieve progress beyond Moore's Law. He also predicted that as chip performance continues to improve, the costs of high-computation-demand AI inference models, such as OpenAI's o3 model, will gradually decrease.

ChainCatcher news, Payal Shah, Director of Stock and Cryptocurrency Research and Product Development at CME Group, stated that ETH's performance will surpass BTC this year.The article mentions that Ethereum has risen about 53% in 2024, while Bitcoin has increased by 113%; however, Ethereum's recent performance shows a promising outlook. Since the announcement of the U.S. election results, Ethereum has risen by 39%, exceeding Bitcoin's 35% increase, indicating that the market's optimism regarding the pro-cryptocurrency policies expected from the elected President Donald Trump has fueled Ethereum's potential recovery. Additionally, other key factors driving this optimism include strong staking activity, stable transaction fees, and growing institutional interest, particularly through ETFs.

ChainCatcher message, Messari released six predictions for 2025 on platform X, as follows:The outstanding performance of Hyperliquid may have endedVIRTUAL FDV will surpass TAO FDV within three monthsPudgy Penguins will surpass CryptoPunks to become the hottest PFP seriesPeaq will surpass all L2s in 2025ETH's performance will outperform SOL in 2025The AI agent framework will peak in the first quarter of 2025 and will not recover

ChainCatcher news, Binance founder Zhao Changpeng forwarded Errands Gotham's view, stating that Q1 2025 will be the most promising period for altcoins in the past 36 months, with a pattern similar to 2021 and 2017. Errands Gotham predicts that the BNB chain will perform like Ethereum in 2021 in Q1 2025, with a minimum target price of $1314 and an optimal target price of $1986.

ChainCatcher news, Binance founder Zhao Changpeng forwarded Errands Gotham's view, stating that Q1 2025 will be the most promising period for altcoins in the past 36 months, with a pattern similar to 2021 and 2017.Errands Gotham predicts that the BNB chain will perform like Ethereum in 2021 in Q1 2025, with a minimum target price of $1314 and an optimal target price of $1986.

ChainCatcher news, several industry observers interviewed by CNBC predict the price of Bitcoin in 2025, with the highest expectation being that Bitcoin will rise to $250,000.James Butterfill, Head of Research at CoinShares, stated that the price of Bitcoin could range from $80,000 to $150,000 in 2025.Matrixport indicated that Bitcoin could reach $160,000 by 2025.Alex Thorn, Head of Research at Galaxy Digital, expects Bitcoin to break $150,000 in the first half of this year and reach $185,000 in the fourth quarter.The Head of Research at Standard Chartered Bank predicts that Bitcoin will reach $200,000 by the end of 2025.Carol Alexander, a finance professor at the University of Sussex, believes that Bitcoin's price could reach $200,000 next year.Youwei Yang, Chief Economist at Bit Mining, predicts that the price of Bitcoin will reach $180,000 to $190,000 in 2025.Sid Powell, CEO and co-founder of Maple Finance, forecasts that Bitcoin's price will reach $180,000 to $200,000 by the end of 2025.Elitsa Taskova, Chief Product Officer at Nexo, believes that Bitcoin will reach $250,000 within a year.

ChainCatcher news, Mike Dudas, founder of 6th Man Ventures and former founder of The Block, stated on the X platform that he recently saw the performance report of Multicoin's fund, which has achieved an 18.6 times return since the market bottomed out in 2022.In response, a user inquired how much of that return figure is realized profit/liquid status and how much is unrealized/locked status. Dudas indicated that this is a liquid fund, and only a very small portion of the assets have poor liquidity; he was also quite surprised when he saw this report.Additionally, another user asked about the fund's holdings composition. Dudas revealed that SOL is a core component, but there are also some Solana ecosystem tokens and other tokens.

ChainCatcher news, Cosmos has announced its roadmap for the first quarter of 2025, which will feature the transition, stability, and the first product testing of Hub and Interchain Stack:Complete the staffing of the Interchain Labs core team.Integrate all core components from the administrators.Launch maintenance, security, and performance optimization for the Interchain Stack and Cosmos Hub.Prepare the Hub and Interchain Stack for rapid development.For the Hub, efforts will be made to ensure that the Hub is secure and easy to maintain, enabling the large-scale introduction of new features and applications. The team will explore removing the LSM module, accelerating block times, and reinvesting in audits. For the Interchain Stack, the goal is to deliver V2 of the Cosmos SDK and IBC (Eureka), and to accelerate the transaction speed of Comet BFT.

ChainCatcher news, according to on-chain analyst Ai Yi's analysis, the performance of Bitcoin during the Christmas & New Year holidays over the past five years shows that from December 20 to January 6, Bitcoin's volatility is significantly larger, but the actual price fluctuation, except for the particularly severe year of 2020, remains within 10% in other years.Moreover, in 80% of the years, the price performance of cryptocurrencies in the following two months is quite good. If the bottom-fishing time is narrowed down to one week after New Year's Day, the possibility of making a profit is still 60%.Observing the performance of the Nasdaq index over the past five years, the fluctuations during the Christmas period are quite large; however, the overall price change is not significant. Therefore, it can be inferred that the U.S. stock market will not have a major negative impact on Bitcoin after the holidays.In summary, although this bull market is significantly influenced by the inflow and outflow of BTC ETFs, the Nasdaq index did not show a noticeable decline during or after the Christmas period, which has little impact on cryptocurrencies. The price performance of Bitcoin itself is contrary to the speculation of the "Christmas massacre."

ChainCatcher news, Spartan Group analysis indicates that in the 2024 U.S. presidential election, Trump not only won the election with an overwhelming advantage, but the Republican Party also took control of both the Senate and the House of Representatives. This victory provides significant leverage for driving policy changes, and it is expected to be very favorable for the crypto industry in the next 12 months.The article points out that the difference in this election lies in the importance of the crypto agenda. Trump and his core advisors are crypto-friendly, and crypto companies provided substantial support during the election. Additionally, Trump expressed a desire for the U.S. to become a global crypto hub. Currently, the U.S. is a leader in crypto infrastructure, mining, and trading, but the new government's policies may further solidify this position.Historical data shows that the 12 months following a U.S. election are typically a strong performance period for crypto assets. The clarity of policies resulting from the election and the overlapping effects of the BTC halving cycle may shift market sentiment towards risk appetite, particularly benefiting the performance of small and medium-sized tokens. Spartan Group believes that as the "altcoin season" approaches, the crypto market will see more upward potential in the coming year.