1. Attention Value - Market Key Points
1. Market conditions
(1) Macro environment:
Goldman Sachs lowers its forecast for the Fed's rate cut and inflation is falling
The report released by Goldman Sachs adjusted the Fed's rate cut forecast, lowering the expected rate cut this year from 100 basis points to 75 basis points, and pointed out that reports of a rebound in underlying inflation were exaggerated. According to the report, core personal consumption expenditure ( PCE ) inflation rose by an annualized rate of 2.5% from September to November last year, slightly higher than the 2.3% in the previous three months , but still lower than the year-on-year increase of 2.8% , showing a trend of continued decline in inflation. In addition, the revised average PCE inflation data of the Dallas Fed showed that the annualized PCE inflation from September to November last year was 2.4 % , while the inflation rate in November last year was 1.8% . As the labor market gradually tightens, the annual rate of wage growth has slowed to 3.9% , which is within the range of 3.5% to 4% . If productivity growth is between 1.5% and 2% in the next few years , this will be consistent with the 2% inflation target.
(2) Web3 field:
IRS delays cryptocurrency tax reporting rules until late 2025
The IRS has postponed the implementation of cryptocurrency tax reporting rules until December 31 , 2025 to give brokers more time to adapt in the face of legal and regulatory challenges. According to reports, the IRS has also issued a temporary relief measure that is expected to benefit cryptocurrency holders on centralized finance ( CeFi ) trading platforms in 2025. The new rules require the use of the first-in, first -out ( FIFO ) accounting method for crypto assets starting January 1, 2025, unless other methods such as high-in, first-out ( HIFO ) or specific identification ( Spec ID ) are selected.
2. Hot events
(1) Macro environment:
Syrian NGO proposes Bitcoin-based banking system to boost economic reconstruction
A Syrian non-governmental organization has called on the new government to consider establishing a banking system based on the Bitcoin network and related technologies. The Syrian Center for Economic Research ( SCER ) pointed out in its policy proposal that such a system is essential to accelerate the reconstruction of the country and protect the population from inflation and currency depreciation. The proposal, called the "Syrian Bitcoin Policy," aims to provide new solutions for countries facing economic difficulties. Since taking office in December 2024, the new president Ahmed al - Sharaa has been working hard to seek recognition from the international community to obtain reconstruction funds. SCER stressed that the government should establish a comprehensive regulatory framework to legalize the trading and mining of Bitcoin and other digital assets to promote Syria's economic recovery. In addition, the proposal suggests digitizing the Syrian pound and considering backing it with assets including the US dollar and Bitcoin.
(2) Web3 field:
Ethereum News Weekly announced the shutdown and admitted the lack of support and sustainable business model
Evan Van Ness, founder of Ethereum Newsweek ( WiE ), announced on social media that WiE will officially cease operations on January 1 , 2025. He said that this decision stemmed from a conversation with the leadership of the Ethereum Foundation ( EF ), which showed that EF 's perception of the value of WiE had obviously decreased, and only provided symbolic financial support in 2024. As EF chose to completely cut off this insignificant support, WiE 's operations also ended. Van Ness mentioned that although there is an opportunity to continue operations through fundraising, he prefers to focus on other meaningful projects. He also pointed out that WiE has failed to find a sustainable business model, and advertising and sponsorship income is difficult to maintain. In addition, he emphasized the problem in the Ethereum ecosystem, that is, too much focus on code development and research, while ignoring other important contributions.
3. Hot topic narrative
Elon Musk's name change to "Kekius Maximus" caused volatility in the cryptocurrency market, and the price of KEKIUS tokens soared and plummeted
A few days ago, billionaire Elon Musk changed his account name on social media X to "Kekius Maximus" and used the PEPE frog as his avatar, which attracted the attention of the online community. However, he has recently restored his account name to "Elon Musk" and changed his avatar back to his personal photo. On December 31 , Musk 's move surprised many people, especially because he chose "Kekius Maximus" , which is closely related to Internet culture . This name is not only related to the popular PEPE frog image, but also implies the word "Maximus" in Latin , which means " the greatest " , reflecting the exaggerated style common in meme culture. Musk 's name change has a significant impact on the cryptocurrency market, especially the KEKIUS token, which has the same name as his new name, and its price has skyrocketed in a short period of time. Although Musk did not directly mention the relationship with the KEKIUS token, his social media activities often have a strong impact on the cryptocurrency market. After his name change, the price of the KEKIUS token dropped four times from its peak level the day before, showing that the market is extremely sensitive to his dynamics.
2. Attention Value - Hot Projects
1. Project Introduction
$ T3AI | AI | @trustInWeb3
-A DeFi network protocol combined with AI , built using @sendaifun 's Solana Agent tool.
- Narrative : In order to solve the problem of leveraged investment and limited asset utilization caused by excessive collateralization of loans in the DeFi ecosystem, the T3 project introduced a dedicated AI agent as a trusted intermediary. Through a dynamic risk management algorithm, it ensures the repayability of loans while allowing users to freely invest, trade or pledge on the chain, thereby achieving higher capital returns.
- T3 's token distribution is 90.5% for free circulation, 9.5% for development rewards and community activities, of which 0.175% has been sold to cover infrastructure costs on January 1, 2025. In addition, 0.3% of loans will be used as income , 80% of income will be used for buybacks, 10% of loans will be paid in $T3AI tokens, and the remaining 90 % will be paid in SOL or USDC .
-The project experienced a surge in price in a short period of time, and the development team conducted a large-scale sell-off at 4 a.m. ( 0.175% of holdings were used for infrastructure construction).
3. Attention Value - Sector Rotation
1. Hot topics
Source: Dune , Dot Labs
Source: Dune , Dot Labs
2. Inside the plate
Source: Dune , Dot Labs
