The AI Track Continues to Heat Up | Crypto Market Weekly Report

Market Overview

This week, the crypto market has shown an upward trend, with the market sentiment index rising from 10% last week to 19%. Although it is still in the panic zone, it has shown signs of recovery. Despite the market liquidity not fully recovering during the New Year's holiday, funds have begun to gradually flow back. Altcoins have performed better than the benchmark index overall this week, but it is expected that they will maintain a synchronous trend with the benchmark index in the short term.

The TVL of DeFi projects rose from $52.7 billion last week to $53.2 billion, an increase of 0.95%, ending a two-week trend of negative growth. The gun pool project and prepaid DEX project performed well, mainly benefiting from the increase in yields brought about by the rise in the market's base interest rates, as well as the increased demand for contract trading due to decreased liquidity during the holiday period.

The AI Agent track continues to maintain its status as a market hotspot, with a market size reaching $12.2 billion and a week-on-week growth of nearly 12%. Market attention has gradually shifted from AI Meme to AI infrastructure construction projects, with AI Agent's self-issued tokens becoming the most关注的领域, and related infrastructure projects performing outstandingly.

This week, the Meme coin market is primarily focused on AI-related projects, benefiting from the wealth creation effect brought by AI Agent's autonomous token issuance, resulting in significant gains for AI Meme projects. This trend reflects that market funds are chasing AI-related concepts, but it also shows an increase in speculative characteristics.

Public chain projects performed well during this week's market rebound, mainly benefiting from the increase in on-chain DeFi project APY and the development demand for AI projects. Among them, public chains that support AI development stand out, indicating that public chains are moving towards AI infrastructure.

Hot Track Analysis

AI Agent

The AI Agent track continues to be the focus of market attention, primarily driven by the issuance of tokens by AI Agents. Some Meme coins issued through Virtuals and ai16z have seen significant increases, creating a wealth effect and attracting investor interest. Market attention has shifted from AI Memes to AI infrastructure, with projects like Phala Network performing outstandingly.

DeFi

In the past week, projects with rapid TVL growth are primarily focused on the machine gun pool projects and prepaid DEX projects. Notable projects include:

• Resolv: Successfully launched a new type of liquidity pool and completed cross-chain expansion to the Base network.
• Bluefin: Completed Sui Bridge integration, supporting suiUSDT cross-chain functionality.
• StakeStone: Launches Berachain Vault supporting multi-chain access
• Euler: The number of active users has reached a level comparable to Compound.
• Hyperliquid: The mainnet officially launches staking functionality, adding support for AI-related token leveraged trading.

public chain

Outstanding public chains include:

• Zircuit: Developed AI Smart Vault in collaboration with Gud Tech AI team
• Hyperliquid: The mainnet has launched the staking feature, and added AI-related token leveraged trading.
• Toncoin: Develop TON Teleport BTC permissionless bridging solution
• ZKsync Era: Released the "2025 is the year of ZK" declaration
• Solana: Launches AI Agent Kit development toolkit

Market Performance

Rise List

The top 5 tokens with the highest increase in the past week are all related to the AI Agent sector:

1. AI16Z: Released version 0.1.7 update, market cap surpasses 2 billion USD.
2. ATA: Bringing TEE technology on-chain, developed in collaboration with EigenLayer for the Multi-Prover AVS system.
3. GRIFFAIN: Launch of SAIMP Open Standard Protocol
4. VIRTUAL: Over 200 projects have used the GAME framework within a month of its launch.
5. PHA: Release of the 2025 TEE x AI Technology Report

social media hotspot

This week, the most关注度 on social media is the public chain projects, mainly benefiting from the increase in APY of Defi projects and the development demand for AI projects.

Future Outlook

Next week, the US unemployment rate and non-farm payroll data for December will be released, which is expected to impact market volatility. As the holiday season concludes, institutional investors are returning, and market liquidity is expected to recover. It is recommended that investors:

• Maintain a defensive allocation and increase the allocation ratio of top assets such as BTC and ETH.
• You can moderately participate in high-yield gun pools and prepaid DEX projects.
• Focus on the development of AI infrastructure projects
• Strictly control positions and implement risk management.