The upcoming PPI and CPI data may present upward risks, while the Bitcoin options market shows cautious sentiment.
Author: Shenchao TechFlow
Market Dynamics Yesterday
Coinbase Adds Toshi (TOSHI) Token to Roadmap
On January 15, cryptocurrency exchange Coinbase announced the addition of Toshi (TOSHI) token to its asset roadmap.
IntoTheBlock: Short-term Bitcoin Holdings Hit New Low Since Mid-November, Market Enters Consolidation Phase
Data from IntoTheBlock shows that the amount of Bitcoin held by short-term traders has dropped to its lowest level since mid-November. This data reflects a cooling in speculative trading, a decrease in new market participants, and investors waiting for clearer market direction, indicating that the market has entered a consolidation phase.
DefiLlama Founder: A Project Was Acquired for Nine Figures Yesterday, Token Holders Received Nothing
DefiLlama founder 0xngmi posted on X platform, stating, "Yesterday, we saw another typical case: the project first raised VC investment through equity financing, then further raised funds through token and NFT sales, issuing equity-like tokens, and was ultimately acquired for a nine-figure dollar amount. However, equity holders (including investors, founders, and employees) received full returns, while token holders got nothing."
QCP Capital: Upcoming PPI and CPI Data May Present Upward Risks, Bitcoin Options Market Shows Cautious Sentiment
QCP Capital's latest analysis points out that global markets are digesting the impact of adjustments to the Federal Reserve's interest rate cut expectations. The 10-year U.S. Treasury yield surged to its highest level since the end of 2023 at 4.8%, with the market not expecting a rate cut until at least October. Stock index futures opened down 1.5%, causing Bitcoin to briefly drop below $90,000, before rebounding to above $95,000.
QCP Capital expects that the upcoming PPI and CPI data may present upward risks. The market is adapting to the reality of a sustained high-interest-rate environment, with some investors even considering the possibility of rate hikes. The Bitcoin options market shows cautious sentiment, with investors rolling over put options below the $90,000 support level, while near-term volatility and butterfly spreads remain high, and the VIX index stays at 18.68, indicating that market volatility may persist into January.
The report also notes that Trump may sign an executive order on his first day in office to address the "de-banking" issue and repeal controversial cryptocurrency accounting policies, which could bring positive catalysts to the market.
Eliza Technical White Paper Officially Released
According to ai16z advisor Sam Gao on social media, the Eliza technical white paper "Eliza: An AI Agent Operating System for Web3" has been officially released.
He stated that in the past few weeks, we have seen relentless efforts and unwavering support from the community and numerous external projects. He expressed gratitude to the founders, team members, and contributors to the white paper.
It is reported that Eliza is the first open-source, Web3-friendly intelligent agent framework, making the deployment of Web3 applications easy and straightforward. Each part of Eliza is a conventional Typescript program, fully controlled by users, and capable of seamless integration with Web3 (such as reading and writing blockchain data, interacting with smart contracts, etc.). The code is now publicly available.
Glassnode Co-founder: The Steepest Bearish Signal Since the Halving Has Emerged, Negative Signals Worth Monitoring
According to glassnode co-founder Negentropic on social media, price momentum is recovering after last week's decline, marking the steepest bearish signal since the halving in April. To confirm further declines, we need to observe a surge in risk—how rising risk aligns with declining momentum.
Key change: The risk index, which has remained at 0 since September, has jumped to 12. This may indicate future volatility. Bitcoin is currently fluctuating between $92,000 and $100,000, but the emerging negative signals are worth monitoring.
Base Protocol Head: Supporting Chinese Developers is One of the Top Priorities for 2025
According to Base Protocol head Jesse Pollak's post on X, "After posting the Chinese tweet 'Base belongs to each of us,' many amazing Chinese developers reached out to me. I am very proud to build with you, and supporting Chinese developers is one of my top priorities for 2025. Who are the most based developers I should pay attention to?"
Franklin Templeton Releases Crypto Ecosystem Report: Solana Ecosystem Dominates AI Projects
Asset management company Franklin Templeton, with a management scale of $1.5 trillion, released a report on AI agents and the crypto ecosystem. The report shows that the Solana ecosystem dominates AI projects, with 7 out of the 10 projects mentioned in the report built on Solana.
Market Dynamics
Recommended Reading
This article reports that the cryptocurrency industry is nervously preparing to participate in Trump's inauguration activities as he is about to take office as President of the United States. Key points include:
A crypto ball will be held in Washington on January 17, with the White House crypto head hosting a VIP event.
Numerous well-known crypto companies have made substantial donations to Trump's inaugural committee, attempting to secure a place under the new government's influence.
Several crypto policies may be introduced on Trump's first day in office, but specific implementations will take time, with a wait-and-see attitude prevailing.
Market analysis suggests that Trump's crypto-friendly policies and the active cooperation of crypto institutions have not yet fully reflected in prices, indicating potential for further increases.
Interpreting the Eliza Technical White Paper: A Web3-Friendly AI Agent Operating System
Eliza is the first open-source Web3-friendly AI agent operating system, featuring a modular design that supports a wide range of model providers, platform integrations, and chain compatibility. It addresses three major challenges in the Web3 space and employs several cutting-edge technologies to enhance AI's cognitive abilities and problem-solving capabilities. Eliza can be seen as a pioneering standard-setter in the Web3 field, leading the development direction of decentralized AI in the future.
A New Era of AI Collaboration: Multi-Agent Systems Leading the Transformation
Multi-agent systems achieve efficient collaboration through specialized division of labor and secure data sharing, addressing issues such as the limitations of single-agent capabilities and lack of cross-validation.
Fully Homomorphic Encryption (FHE) technology provides a secure and scalable collaboration framework for multi-agent systems, ensuring data privacy and result integrity.
Multi-agent systems can be widely applied in complex fields such as financial analysis and medical diagnosis, bringing new possibilities for next-generation AI technologies.
Visualizing DeFAI: Making On-Chain Novices Easily Navigate DeFi
DeFAI leverages AI technology to simplify the operational processes of DeFi, allowing users unfamiliar with crypto technology to easily get started. HeyAnon is a DeFAI-based protocol designed to simplify DeFi operations while integrating relevant information from key projects. It helps users complete token swaps, lending, and cross-chain bridging operations, while providing real-time updates on industry dynamics.
IOSG Research | Exploring DeFAI Ecosystem through AI Trading
This article delves into the concept of DeFAI (DeFi x AI), covering categories such as abstract and user-friendly AI, autonomous yield optimization and portfolio management, market analysis agents, and decentralized AI infrastructure and platforms. The article analyzes key participants in the DeFAI space, such as Griffain, Anon, and Slate, comparing their characteristics. Finally, the article summarizes the future development path of DeFAI, progressing through stages of efficiency, decentralization, and privacy.
2025 will be a year full of changes. The cryptocurrency market may see new trends and performances, such as meme coins and AI tokens becoming the focus of the market, with Bitcoin's price potentially breaking $250,000. Additionally, the traditional financial industry may further engage in cryptocurrency investments, and the regulatory environment will become clearer.
Pantera Capital 2025 Crypto Outlook: Crypto Will Truly Go Mainstream, Stablecoins Remain a Focus
The report summarizes three major trends in cryptocurrency development for 2025: 1) "gateways" connecting traditional financial systems with blockchain; 2) "developers" lowering the barriers to blockchain development to attract more developers; 3) "applications" where on-chain applications penetrate ordinary life on a large scale. The report believes that the integration of these three trends will promote mainstream adoption of cryptocurrencies.
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