The AI Track is Thriving | Crypto Market Weekly Report

Market Overview

overall market situation

This week, market sentiment has improved, with the index rising from 10% to 19%. Although it remains in the panic zone, there are signs of recovery. Despite the market liquidity not fully recovering during the New Year's holiday, funds have started to gradually flow back into the crypto market. Small-cap coins have performed better than large-cap indices this week, but are expected to move in sync with large-cap coins in the short term.

DeFi ecosystem development

The total locked value of DeFi projects increased from 52.7 billion USD last week to 53.2 billion USD, an increase of 0.95%, ending two consecutive weeks of negative growth. The performance of the machine gun pool project and prepaid DEX project was outstanding, mainly benefiting from the rise in market base interest rates that led to an increase in yields, as well as the increase in contract trading demand caused by the decrease in liquidity during the holiday period.

AI Agent development

The AI Agent sector 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%. The focus of the market is gradually shifting from AI Memes to AI infrastructure construction projects, among which the autonomous token issuance of AI Agents has become a highly regarded area, with related infrastructure projects such as Phala Network performing exceptionally well.

Meme Coin Trend

This week, the Meme coin market is mainly focused on AI-related projects, benefiting from the wealth creation effect brought by AI Agent's autonomous coin 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 increased speculative characteristic.

Public Chain Performance Analysis

Public chain projects performed well during the market rebound this week, mainly due to the increase in yield from on-chain DeFi projects and the development demand for AI projects. Among them, public chains that support AI development, such as Solana and zkSync Era, stood out, indicating that public chains are evolving towards AI infrastructure.

Hot Tracks

AI Agent

The AI Agent track continues to be the focus of market attention, primarily driven by the self-issued tokens of AI Agents. Some Meme coins issued by Virtuals and ai16z have seen significant increases, creating a certain wealth effect. Market attention has shifted from AI Meme to AI infrastructure, with projects like the ai16z asset issuance platform and Phala Network performing remarkably.

DeFi track

The top five projects with the highest TVL growth are:

1. Resolv ( has not issued tokens ): launched a new type of liquidity pool, completed cross-chain expansion, and reached cooperation with multiple well-known projects.
2. Bluefin (BLUE): Completed Sui Bridge integration, upgraded payment system, soon to be launched on Bitget exchange.
3. StakeStone ( has not issued tokens ): Launched the multi-chain Berachain Vault, achieving cross-chain functionality, and established cooperation with Uniswap and others.
4. Euler (EUL): The number of active users has reached a level comparable to Compound, supporting new asset lending and offering high-yield strategies.
5. Hyperliquid (HYPE): The mainnet launches the staking feature, adding support for AI-related token leveraged trading.

public chain

The top five public chains by TVL growth are:

1. Zircuit: Collaborated with AI teams to develop a smart vault and launched a multi-reward program.
2. Hyperliquid: The mainnet has launched staking features and added support for AI token leveraged trading.
3. Toncoin: Developing a permissionless BTC bridging solution, USDT circulation exceeds 1 billion USD.
4. ZKsync Era: Released the "2025 is the year of ZK" declaration, emphasizing commitment to technological development.
5. Solana: Launched the AI Agent Kit development toolkit, multiple GameFi projects announced development plans.

Market Outlook

Important events next week

• January 9: Initial jobless claims in the U.S. for the week; Federal Reserve releases minutes from December monetary policy meeting.
• January 10: US December unemployment rate; US December seasonally adjusted non-farm payrolls

market expectations

• The release of U.S. employment data may affect the Federal Reserve's interest rate cut decision, expected to bring market volatility.
• After the holiday, institutional investors are expected to return, and market liquidity is likely to improve.
• It is recommended that investors maintain a defensive allocation and increase the proportion of leading assets such as BTC and ETH.
• You can moderately participate in high-yield machine gun pools and prepaid DEX projects, but you must strictly control your positions and manage risks.