Analysis of Web3 Market Trends and Hot Projects

1. Market Highlights

1. Macroeconomic Environment

Goldman Sachs recently released a report adjusting its forecast for interest rate cuts by the Federal Reserve. The expected cut this year has been revised down from 100 basis points to 75 basis points, while noting that market concerns about a rebound in core inflation have been exaggerated. Data shows that core Personal Consumption Expenditures (PCE) inflation has been on a sustained decline. The annualized PCE inflation from September to November last year was 2.4%, and the monthly inflation rate in November dropped to 1.8%. The labor market is tightening, and the annual wage growth rate has slowed to 3.9%. Analysts believe that if productivity growth remains between 1.5% and 2% in the coming years, it will align with the 2% inflation target.

2. Cryptocurrency Regulation

The U.S. tax authority has announced that the implementation of cryptocurrency tax reporting rules has been postponed until the end of 2025. This decision aims to give brokers more time to cope with legal and regulatory challenges. At the same time, the tax authority has released a temporary relief measure expected to benefit cryptocurrency holders on centralized finance trading platforms in 2025. The new regulations will take effect on January 1, 2025, requiring the use of the first-in, first-out (FIFO) accounting method for crypto assets, unless other methods such as highest-in, first-out (HIFO) or specific identification (Spec ID) are chosen.

3. International Economic Reconstruction

A Syrian non-governmental organization has proposed an innovative suggestion, urging the new government to consider establishing a banking system based on the Bitcoin network and related technologies. The organization believes that such a system is crucial for accelerating national reconstruction and protecting the population from the impacts of inflation and currency devaluation. The proposal suggests that the government should establish a comprehensive regulatory framework to legalize the trading and mining of Bitcoin and other digital assets to promote economic recovery. Additionally, it proposes the digitization of the Syrian currency and considers backing it with assets including the US dollar and Bitcoin.

4. Cryptocurrency News Industry

A well-known Ethereum news weekly announced that it will cease operations on January 1, 2025. The founder stated that this decision stems from communication with the leadership of the Ethereum Foundation, which has clearly diminished its perception of the value of the news platform, providing only symbolic financial support in 2024. Despite the opportunity to continue operations through fundraising, the founder chose to focus on other projects. This incident reflects the sustainability challenges faced by the cryptocurrency news industry, as well as the lack of emphasis on non-technical contributions within the ecosystem.

5. Social Media and the Crypto Market

Recently, a well-known figure in the tech industry briefly changed their account name on social media to "Kekius Maximus" and used a PEPE frog as their avatar, causing fluctuations in the cryptocurrency market. Although they quickly restored their original account name and avatar, this action had a significant impact on the market. In particular, the KEKIUS token, which shares the same name as the temporary account name, experienced extreme price volatility in a short period, first surging and then plummeting. This incident once again highlights the powerful influence of social media on the cryptocurrency market.

2. Hot Project Analysis

T3AI - DeFi network protocol combined with AI

T3AI is an innovative DeFi network protocol designed to address the issues caused by over-collateralization in the traditional DeFi ecosystem. This project introduces a dedicated AI agent as a trusted intermediary, ensuring the repayability of loans through dynamic risk management algorithms, while allowing users to freely invest, trade, or stake on-chain for higher capital returns.

Project Features:

• Token allocation: 90.5% for free circulation, 9.5% for development rewards and community activities
• Revenue model: 0.3% of the loan as income, with 80% used for buyback
• Loan payment: 10% paid in T3AI tokens, 90% paid in SOL or USDC

It is worth noting that the project experienced a price surge in the short term, and the development team conducted a significant sell-off in the early hours, claiming it was for infrastructure development. This action sparked discussions in the market regarding the project's sustainability and the team's integrity.

3. Market Sector Analysis

According to the latest data, the cryptocurrency market shows mixed performance across various sectors. AI-related projects continue to maintain strong momentum, capturing the highest level of market attention. Following that are the gaming and NFT sectors, which demonstrate users' sustained interest in blockchain entertainment and digital assets. DeFi and infrastructure projects also show stable growth, reflecting the market's emphasis on decentralized finance and underlying technology.

Within the sector, there are noticeable differences in the performance of various projects. Some emerging AI projects have shown high growth potential, while some traditional DeFi projects are facing challenges of slowing growth. This trend of differentiation indicates that investors are becoming more cautious in assessing the actual application value and long-term development prospects of the projects.

Overall, the cryptocurrency market is undergoing a stage where technological innovation and real-world applications are deeply integrated, and the development of various sectors will increasingly depend on the actual implementation of projects and user adoption.