Crypto Market Weekly Report

Market Overview

Market Main Trends

Market Sentiment and Trends: The market sentiment index has risen to 91%, entering extreme greed; BTC briefly broke through $100,000 before a pullback, but overall market resilience is strong; ETH's strong performance is driving the market up, showing sustained confidence in mainstream cryptocurrencies.

Capital Flow Analysis: The market capitalization of stablecoins is steadily increasing, with USDT up 1.74% to $141 billion and USDC up 2.03% to $40.2 billion, indicating a continuous inflow of new funds; large on-chain transfers are frequent, showing clear signs of institutional participation; the offshore premium is reasonable, reflecting a healthy supply and demand for funds.

Performance of the DeFi Sector: The total locked value in DeFi increased from $46.8 billion to $53.2 billion, a growth of 13.67%; liquidity staking projects performed outstandingly, benefiting from the rise in underlying asset prices and an increase in staking yields; the activity of lending protocols has increased, indicating a rise in leverage demand; DEX trading volume continues to rise.

Meme Coin Market: The performance of the meme coin sector is sluggish, with a weekly return rate of only 11.94%; the issuance of new projects has decreased, and investor interest has waned; funds are shifting towards projects with practical application scenarios; the discussion heat on social media has declined, and risk appetite has diminished.

Hot Attention: Layer 1 projects received the highest social media attention, with PayFi sector weekly return rate of 40.04%; AI Agent projects have garnered a new round of attention, especially Solana, TON, and Base chain projects; DeFi high-yield staking products continue to receive attention; the NFT market trading activity has rebounded, but overall valuations are still seeking a bottom.

Hot Tracks

Tron ecosystem

This week, the price of TRX surged, driving up the popularity of Tron. On-chain activity has increased significantly:

• TVL increased from 7.97B to 9.32B, a rise of 16.93%, with funds actively flowing in.
• Active accounts reached 3.6725 million, with a weekly increase of 18.06%, maintaining a high growth rate.
• The weekly trading volume of USDT is 131.4 billion USD, an increase of 16.23%.
• The main DeFi projects Justlend and SUN have TVL growth rates of 55.34% and 39.49% respectively.

Tron, as the main trading chain for USDT, attracts a large number of users to participate, promoting the development of the entire ecosystem.

AI Agent

The AI Agent track continues to heat up, mainly focusing on Solana, TON, and Base chains. Currently, three sub-directions have formed:

1. AI Agent Meme Coin
2. AI Agent Issuance Platform
3. AI Agent underlying infrastructure

The issuing platform projects VVAIFU, VIRTUAL, and CLANKER have performed outstandingly and have formed a certain market capitalization scale. They have not yet been listed on top-tier exchanges and are still in the early stages.

OpenAI's showcase of new products has sparked market speculation, and investment opportunities in the AI sector are expected to emerge in the short term.

DeFi track

Top 5 projects with the highest DeFi TVL increase this week:

1. BounceBit: 134.26%
2. Astherus: 102.65%
3. StakeDAO: 77.17%
4. Flexa: 74.51%
5. SaucerSwap: 68.16%

The performance of liquid staking projects is particularly outstanding, benefiting from the rise in the prices of underlying assets. It is expected that with the increase in the prices of various public chains, liquid staking projects will continue to grow.

Performance in Other Tracks

public chain

Top 5 Public Chain TVL Increase:

1. Hedera: 74.42%
2. Zircuit: 70.79%
3. Filecoin: 54.12%
4. EOS: 47.66%
5. Kaia: 41.28%

Hedera and Filecoin performed well under the favorable influence of ETFs, while EOS and Kaia attracted users through ecosystem development and incentive measures.

Gainers List

Top 5 Tokens Weekly Growth:

1. HYPE (Hyperliquid): 324.49%
2. OL (Open loot): 304.84%
3. CVX ( Convex Finance ): 127.01%
4. IOTA: 125.08%
5. CRV (Curve): 124.95%

The decentralized perpetual contract exchanges and Curve-based projects have performed outstandingly, while GameFi and public chain tokens have also shown good performance.

Social Media Hotspots

Layer 1 projects have gained the highest attention and are generally on an upward trend. Various public chain ecosystem DeFi projects are thriving, with both TVL and transaction volume increasing.

Market Theme Overview

The PayFi track performed the best, with a weekly return rate of 40.04%. SocialFi performed the worst, with a weekly return rate of 9.71%.

Outlook for Next Week

• Microsoft's shareholder meeting reviewed a Bitcoin investment proposal
• Release of US CPI data
• European Central Bank interest rate decision

The market is expected to be influenced by macro data and Microsoft's voting, which may result in a volatile trend. It is advised that investors remain cautious and pay attention to liquidity staking, money gun pools, DEXs, and projects related to AI Agent launch platforms.