Key Points of the Attention Value Market

Market Trends

Macroeconomic Environment

Former Federal Reserve Vice Chairman Randall Quarles recently expressed the view that even if Trump is re-elected as president, it will not affect the independence of the Federal Reserve, the inflation level, or the labor market. He pointed out that there is a misunderstanding about the independence of the Federal Reserve; the president can comment on Federal Reserve policies, but this does not affect its independence. Quarles expects that if Trump is elected, there may be a large number of illegal immigrants deported, but it will not have a significant impact on the labor market. His remarks come just as the Consumer Price Index report is about to be released, which may show that potential inflation in the U.S. will only slightly cool by the end of 2024, which could influence the Federal Reserve's future interest rate cut decisions.

web3 field

The latest outlook report for 2025 released by a digital asset management company points out that Ethereum has significant advantages in long-term development while also acknowledging the rapid growth of Solana. The report emphasizes that Ethereum's strong fundamentals, such as developer activity, TVL, and stablecoin supply, support its long-term outlook. Although Solana's revenue and TVL growth rates are faster, the report believes that most of its revenue comes from Meme coin trading, which is seen as a cyclical trend. The report further notes that Solana's reliance on Meme coins is similar to Ethereum's use of a certain DEX, but Ethereum's fundamentals are less connected to speculation, making it more stable in the long run. Both networks plan to upgrade, with Solana's Firedancer upgrade aimed at improving transaction speed, while Ethereum's Prague/Electra (Pectra) upgrade focuses on enhancing functionality, scalability, and user security.

Trending Events

Macroeconomic Environment

Italy's largest banking group has made its first investment in cryptocurrency, purchasing 11 Bitcoins worth approximately 1 million euros. The bank confirmed the transaction but did not disclose the investment motivation or future cryptocurrency strategy. This bank is relatively advanced in the field of blockchain and cryptocurrency, having previously piloted the issuance of $27.2 million in digital bonds on Polygon. The trend of large institutional investors buying Bitcoin is becoming increasingly significant, with some tech companies and investment institutions beginning to purchase Bitcoin continuously.

web3 field

The price of Bitcoin has recently rebounded to $94,000, mainly influenced by a piece of news: Trump may sign an executive order supporting cryptocurrencies on his first day in office. These orders could overturn some key regulatory measures, including the SEC's Statement of Financial Accounting Standards No. 121 (SAB 121). This statement requires companies holding customer cryptocurrencies to record these assets as liabilities on their balance sheets, and it has faced criticism from the industry. The Trump administration is expected to re-examine this issue, as the current SAB 121 policy makes it more expensive and risky for banks to hold cryptocurrencies.

With the news breaking, the cryptocurrency market saw a strong rebound, with Bitcoin climbing from $89,000 to $95,000; Ethereum also rebounded from below $3,000 to $3,100.

Hot Narrative

The ANIME token is scheduled to launch on the Ethereum and Arbitrum platforms in January 2025, with 50.5% of the tokens allocated to the community. ANIME aims to transform the anime ecosystem into a creatively owned economy by collaborating with well-known NFT projects, providing participation opportunities for over 1 billion anime fans. Community members participating in the token claim include several well-known projects. A prominent NFT project has also announced a partnership with the Animecoin Foundation to jointly promote the construction of an open anime universe.

As a result of this news, related NFT series generally surged, with the highest daily increase reaching 22.86%.

Attention Value - Hot Projects

Project Introduction

$AICC | AI | @aicceleratedao

• A project launched by team members from several well-known technology companies and investment institutions.

• Aiccelerate positions itself as a DAO that balances investment and development, focusing on promoting decentralized, open-source AI development and supporting high-potential projects in different ecosystems.

• The team is developing the first AI agent and will share more information in the coming weeks.

• Arc has been invited to provide consulting for Aiccelerate DAO, and the team has transferred 100% of the AICC tokens directly into the Arc Treasury. The team plans to use 30% of the AICC tokens to create an AICC/ARC liquidity pair, and the fees generated will be returned to the Arc Treasury to fund ecosystem initiatives and incentivize developer contributions. The remaining 70% of the AICC tokens have been locked in a custody contract, with the beneficiary being the Arc Treasury, and will be released in a linear manner next year.

Attention Value - Sector Rotation

Hot Sectors

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