1. Market Dynamics

1. Market Trends

(1) macro environment

The U.S. non-farm payroll data for December is about to be released, and the market expects the growth rate to slow down. Analysts predict that the number of new jobs added in December may be around 153,000, down from 227,000 in November. Economists at Boston College believe that the new jobs added could be between 165,000 and 175,000, a level that may be seen as the "just right" state of the economy. Nevertheless, early indicators show that job growth may further slow down, as the ADP report indicates that only 122,000 new jobs were added in the private sector in December, falling short of market expectations.

(2) Web3 field

Market analysts point out that the Bitcoin funding rate has briefly turned negative, which may be a signal of a local bottom. When the price of Bitcoin approaches $100,000, market sentiment is usually optimistic; however, when the price nears $90,000, sentiment may turn pessimistic. The price of Bitcoin tends to move toward the "maximum pain zone", which is between these two price levels. Recent data shows that the funding rate briefly turned to -0.001%, the first time since November 2024, triggering leveraged liquidations and changes in market sentiment, after which the price of Bitcoin rebounded to above $94,000.

2. Hot Events

(1) Macro Environment

Federal Reserve officials warned that future interest rate cuts need to be more cautious due to rising inflation risks. One Fed official stated that last month's decision to cut rates was a difficult choice, and the current economic situation is very different from four months ago. He pointed out that the risk of inflation hovering between 2.5% and 3% has increased, so future rate cuts should be more gradual and conservative. Although the job market is in good shape, inflation remains the main challenge facing the Fed.

(2) Web3 field

Dar Open Network has launched two new AI frameworks: DeAI Multi-Agent Framework and aiNFT. The DeAI Multi-Agent Framework is a platform designed for developers to build, deploy, and coordinate AI agents. This system allows users to create dedicated agents that leverage multiple large language models as backends. aiNFT is an innovative tool aimed at helping NFT holders fully realize the potential of their digital assets, endowing NFTs with unique personalities and capabilities for dynamic interaction with users.

3. Hot Narrative

Aiccelerate DAO has attracted widespread attention, despite the overall weak performance of the crypto and AI markets at the time. This DAO is dedicated to accelerating the development of decentralized open-source AI and plans to release a series of AI agents and tools. Its founding team consists of several industry experts and plans to issue a token called AICC. Currently, the project is in the fundraising phase, aiming for approximately $94,353, and has raised most of the funds.

At the same time, a trading platform announced the launch of several AI concept coins, which was met with a positive market response. As a result, AI concept coins experienced a strong rebound, with several related tokens showing significant increases.

2. Hot Projects

1. Project Introduction

$BIOS is a project developed by the Cryptofinancial Technology Lab of the Hong Kong University of Science and Technology, inspired by the concept of AI towns, creating an open proxy evolution arena. On this platform, AI agents can interact, test, and evolve in a dynamic game theory sandbox.

The advantages of the project lie in its strong academic background and real-name team, which ensures the reliability of the developers. Although similar concepts have been touched upon in the Web2 era, they still appear technically reliable and complete in the Web3 environment.

However, currently, HKUST and its laboratories have not publicly interacted with the project, and their official relationship with the institution is still unclear. In addition, high control of funding may bring potential negative impacts.

3. Sector Rotation

Due to the deletion of images in the original text, specific sector rotation data and analysis cannot be provided. Readers are advised to pay attention to the real-time dynamics of various sectors in the market, especially the performance of AI-related concept coins, as well as their relative trends with other sectors.