The AI Track Remains Hot | Crypto Market Weekly Report

Market Overview

This week, the crypto market has shown an upward trend, with the market sentiment index rising from 10% last week to 19%. Although it is still in the panic zone, there are signs of recovery. Despite still being in the holiday period and market liquidity not fully restored, funds have started to gradually flow back into the crypto market.

The total locked value of DeFi projects ( TVL ) rose from 52.7 billion USD last week to 53.2 billion USD, an increase of 0.95%, ending a two-week streak of negative growth. The Gun Pool project and the preparatory DEX projects performed outstandingly, mainly benefiting from the increase in yields brought about by the rise in market base interest rates, as well as the increase in contract trading demand due to reduced liquidity during the holiday period.

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%. Market attention is gradually shifting from AI Meme to AI infrastructure construction projects, with AI Agent's self-issued tokens becoming the most关注的领域, and related infrastructure projects showing outstanding performance.

This week, the meme coin market is mainly focused on AI-related projects, benefiting from the wealth creation effect brought by AI Agents independently issuing coins, resulting in significant gains for AI meme projects. This trend reflects that market funds are chasing AI-related concepts, but it also shows an increase in speculative characteristics.

Public chain projects performed well in this week's market rebound, mainly thanks to the increase in yields from on-chain DeFi projects and the growing demand for AI projects. Among them, public chains that support AI development stood out, indicating that public chains are moving towards the direction of AI infrastructure.

Hot Tracks

AI Agent

The AI Agent track continues to be the focus of market attention, mainly because of the AI Agent's self-issued tokens. Some Meme coins issued by Virtuals and ai16z have seen significant increases, creating a certain wealth effect and attracting market investors' attention and funds towards the AI Agent's self-issued tokens.

The hottest in the market are the ai16z asset issuance platform and the AI Agent's infrastructure project Phala Network for autonomous coin issuance. The market focus has shifted from AI Meme to AI infrastructure, and in the future, projects in the AI infrastructure sector should be the key focus.

DeFi track

The projects with rapid TVL growth over the past week are mainly concentrated in the machine gun pool projects and the preparatory DEX projects:

• Resolv: Successfully launched a new type of liquidity pool and completed cross-chain expansion, achieving strategic cooperation with multiple well-known projects.

• Bluefin: Completed Sui Bridge integration, supporting suiUSDT cross-chain, and upgraded the payment system.

• StakeStone: Launched Berachain Vault with multi-chain access, enabling cross-chain functionality, and collaborating with multiple projects to build the DeFi ecosystem.

• Euler: Shows strong growth momentum, collaborating with multiple projects to launch new features and strategies.

• Hyperliquid: The mainnet has launched staking functionality and added support for AI-related token leveraged trading.

public chain

Prominent public chains include:

• Zircuit: Collaborating with multiple projects to develop AI smart vaults and multi-chain trading infrastructure.

• Hyperliquid: The mainnet has launched the staking feature, and support for AI-related token leveraged trading has been added.

• Toncoin: Develop a permissionless BTC bridging solution and establish strategic partnerships with multiple projects.

• zkSync Era: Released the 2025 strategic positioning declaration, receiving a positive response from the community.

• Solana: Launched AI Agent development toolkit, multiple key projects announced 2025 development plans.

Market Outlook

Next week, the U.S. employment data will be released, which may affect the Federal Reserve's interest rate cut decision and is expected to bring market volatility. As the holiday ends and institutional investors return, market liquidity is expected to recover.

Advice to investors:

• Maintain a defensive allocation, increasing the allocation ratio of top assets such as BTC and ETH.
• You can moderately participate in high-yield gun pools and preparatory DEX projects.
• Strictly control positions and implement risk management.

Key focus areas:

• The impact of U.S. employment data on the market
• Institutional capital inflow situation
• Further development of AI Agents and DeFi projects

Overall, the market still has uncertainty in the short term, but in the medium to long term, the development prospects of innovative fields such as AI and DeFi remain optimistic.