Key Market Insights Discrepancy on December 31st - A Must-See! | Alpha Morning Report

By: blockbeats|2024/12/31 10:15:04

Featured News

1. AI Concept Meme Tokens Soar, ELIZA Surges Over 67% in 24 Hours

2. Eliza Ranks First in December GitHub Trends List

3. Grayscale's GBTC Sees Net Outflow of $134.5 Million Yesterday, ETHE Net Outflow of $17.4 Million

4. Bitcoin Dips Below $92,000 Again Overnight, Rebounds to $93,000

5. Placeholder Partner: Market Risk Appetite Unchanged, Possible Decline Driven by Year-End Liquidity Factors

Articles & Threads

1. "How to Seize Hundredfold Opportunities in this AI Agent Narrative Loop?"

The article discusses a 25-year investment opportunity in AI agents, including investing in DAOs (daosdotworld, Vader AI), on-chain transactions (Gekko Agent, BigTonyXBT), privacy and confidentiality (TEE agent potential), developer tools (soleng agent, etc.). Additionally, the article predicts future trends such as DeFi agents, NSFW agents, collective intelligence, and emphasizes early positioning and flexible adaptation to the practical value behind the narrative, potentially achieving a hundredfold return.

2. "Perhaps This Is the Real Reason COW Surged 162% in One Month"

CowSwap is the recently skyrocketing DeFi coin, and it is also one of Vitalik's favorite DEXes, a platform specialized for whale offloading, and even the official DEX of the Know-It-All team. However, what many people don't know is that behind CowSwap lies a top-tier but underrated incubator in the Ethereum ecosystem—Gnosis. I believe this is the true reason for $COW's meteoric rise.

24H Top Projects (‼️High Rug Risk‼️)

Daily new projects or community-focused updates, filtered and ranked by X Alpha account followings and growth

Data Source: getmoni.io

BlockBeats Note: The following are early-stage projects with relatively low followers count, carrying extremely high Rug and contract risks. Participation should be approached with caution, and this is not investment advice.

1.baosdotfun (@baosdotfun)

baosdotfun enables AI agent mining of BGT on each Berachain protocol, where users deposit funds to raise BERA

Key Market Insights Discrepancy on December 31st - A Must-See! | Alpha Morning Report

2.Limitus (@LimitusIntel)

Autonomous driving technology for the interconnected future

3.aether (@aetherdotfun)

The Aether framework is a modular, decentralized AI framework designed to provide advanced capabilities to autonomous agents

Market Data

Daily market-wide capital heat (reflected by funding rates) and token unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocks

Claude Code founder's in-depth sharing at the Sequoia Conference: AI is downgrading "coding" to a basic skill, cross-domain product insights have become the new core barrier, traditional SaaS moats are completely collapsing, and the golden era of startups disrupting large companies has already begun...

Morning Report | MoonPay acquires Solana's execution layer DFlow; Strategy releases Q1 financial report; Manta Network announces the termination of Manta staking program

Overview of Important Market Events on May 6th

Dialogue Velocity Eric: What is the stablecoin track that the CFO really wants?

Former Worldpay strategic executive enters the crypto space: Revealing how Velocity tackles the CFO's most troublesome issues of cross-border settlement and idle funds with "stablecoin payment accounts."

The payment moment of AI agents: Who will become the Stripe of the machine economy?

Cryptographic infrastructure and card organizations are not mutually exclusive; the winner is the unified gateway that connects both tracks simultaneously.

Rented Tracks: What is this wave of stablecoin FX hot money really paying for?

What is truly being repriced in the market is the layer between stablecoin issuers and the real economy - the transaction layer.

Strategy should have said that selling coins is not ruled out

If Saylor sells his coins, will the cryptocurrency market plummet?

How MegaETH Achieved a TVL of 700m Within a Week of TGE? Analyzing the Packaging Strategy

MegaETH created a flywheel with USDm, aiming to attract a large number of users and funds in the short term.

Futures Trading Hours: Trade Cryptocurrency 24/7 and Earn Back Up to 45% in Trading Fees

Learn futures trading hours and the best time to trade crypto futures. Discover 24/7 market insights, peak trading sessions, and how to earn back up to 45% in fees.

a16z founder's Stanford lecture: Whenever Wall Street and Silicon Valley have different ideas, it's Wall Street that ends up being wrong

Ben Horowitz, co-founder of a16z, delivered a powerful talk: The two traditional moats of software in the AI era have been erased, and entrepreneurs must seek "new barriers" beyond code and UI.

Michael Saylor: After three consecutive quarters of losses, Strategy will sell Bitcoin to pay dividends

After MSTR's financial report showed continued net losses, Saylor changed his stance: Bitcoin is no longer "never to be sold" and can be used as a payment tool.

The toll station at Hormuz and the RMB that cannot be bought

The disorder of the US dollar is giving rise to a new situation in global settlement: gold is being redefined as a "bridge," the CIPS system is expanding rapidly, and global funds are quietly opening up a new channel for the renminbi, which is "hard to obtain."

Morning Report | MoonPay acquires Solana's execution layer DFlow; Strategy releases Q1 financial report; Manta Network announces the termination of Manta staking program

Overview of Important Market Events on May 6th