1. Attention Value-Market Key Points

1. Market conditions

(1) Macro environment:

l U.S. PPI data for December was lower than expected, market sentiment was tense

The PPI data released on Tuesday showed that the US PPI in December rose by 0.2% month-on-month and 3.3% year-on-year, both lower than market expectations. This data shows that the inflationary pressure in the United States has not intensified, easing the market's nervousness. Stimulated by the news, the US stock market rose in the early trading, but then experienced violent fluctuations. In the end, the Nasdaq index fell slightly by 0.23%, while the S&P 500 and the Dow Jones index rose by 0.11% and 0.52% respectively. The release of the PPI data brought a faint hope for the Fed's future interest rate cut decision, but did not provide clear guidance. Against the backdrop of inflation concerns and uncertainty about the Fed's policy, market sentiment remains tense, and it is expected that there will be violent fluctuations before and after the release of the CPI data. In addition, with the release of several important economic data this week, including the upcoming retail sales report, the market has become more concerned about the relationship between economic growth and inflation. Analysts pointed out that although the PPI showed a mild slowdown in inflation, it does not mean that the CPI will also fall accordingly.

(2) Web3 field:

l Franklin Templeton: The rise of artificial intelligence agents: new opportunities and challenges in the cryptocurrency field

A report released by Franklin Templeton Digital Assets pointed out that artificial intelligence agents are rapidly emerging in the cryptocurrency field and show great potential. The report mentioned several representative projects, including the Truth Terminal chatbot created by Andy Ayrey and its GOAT token, which has a market value of over $1 billion. In addition, projects such as Virtuals, ai16z and Fartcoin have also attracted much attention, with market values of $2.41 billion, $1.128 billion and $885 million respectively. Although AI agents may play an important role in areas such as social media content generation and brand promotion, the report also warned that the technology is still in its early stages and faces market volatility and regulatory risks.

2. Hot events

(1) Macro environment:

l US SEC sues Musk: Twitter acquisition suspected of securities violations

The U.S. Securities and Exchange Commission filed a lawsuit in federal court in Washington, D.C., alleging that billionaire Elon Musk failed to disclose his shareholding in a timely manner as required when he acquired Twitter (now called X) in 2022. The SEC said Musk purchased more than 9% of Twitter's common stock in March 2022, but did not submit the relevant report until April 4, a delay of 11 days. The delay allowed him to continue buying Twitter shares at artificially low prices, spending at least $150 million less. Musk's lawyer responded that he had not violated the law and considered the lawsuit "a farce." The case became another legal action by the SEC against Musk, reflecting the long-standing tension between the two.

(2) Web3 field:

Bitcoin's correlation with the Nasdaq 100 surges to a two-year high

On January 15, the 30-day correlation coefficient between Bitcoin and the Nasdaq 100 reached about 0.70, the highest level in two years. This shows that the price movements between the two are highly consistent. Vetle Lunde and David Zimmerman, analysts at K33 Research, pointed out in the report that the recent sensitivity to interest rates makes the upcoming CPI data more important. In addition, Trump-related momentum may still increase significantly in the days before the inauguration. According to data from trading platform Derive.xyz, hedging activity in the options market is increasing as investors prepare for the upcoming volatility. Sean Dawson, director of research, said that the increase in the proportion of bearish bets shows that investors are hedging potential downside risks as the inauguration approaches.

3. Hot topic narrative

TikTok ban triggers " refugee wave " and Xiaohongshu becomes the new destination

Since TikTok faced a ban in the United States, the "spiritual home" of European and American users collapsed instantly, and millions of creators and content consumers flocked to Xiaohongshu, becoming self-proclaimed "TikTok refugees." This wave of traffic not only made Xiaohongshu's ranking rise rapidly, but also made foreign netizens affectionately call it "Rednote, a book of the world." Xiaohongshu updated its short video interface in advance, imitating the design style of Douyin, in preparation for accepting these new users.

At the same time, users in the crypto industry have also begun to be active on Xiaohongshu, and related meme coins such as $momo and $豐豐隊長 have attracted market attention, but have not yet formed a heavyweight viral meme concept. With the influx of TikTok users, Xiaohongshu has not only become a new home for cultural refugees, but may also become a new hot spot in the crypto world. Currently, the main meme coins on Xiaohongshu include $momo with a market value of $7.8 million, $豐豐隊長 with a market value of $250,000, and $REDnote with a market value of $820,000. These coins are closely related to the culture and user groups of Xiaohongshu.

2. Attention Value-Hot Projects

1. Project Introduction

$MATES | AI | @MoemateAI

- $MATES is an AI coin that was launched early this morning and sold out within 1 minute of its launch.

- As an AI companion platform, it has attracted 6 million users and 2 million visits per month, which is 15 times that of Virtuals Protocol.

- MoemateAI has built an end-to-end ecosystem, whose core components include the agent framework Skillz, similar to $GAME; the flagship agent @nebula_moemate, which is comparable to $LUNA; and the launchpad @mates_lol_. The ecosystem also includes the simulation engine Genesis, which supports interaction between multiple agents, and the AI content creation platform Moegen.

- Moemate’s flagship Agent @nebula_moemate aims to be a multilingual, multimodal AI celebrity. She quickly became popular after attracting over 1,000 viewers and 5,000 likes in her first live broadcast on TikTok.

- Another highlight of Moemate is the AI content creation platform Moegen, which uses the latest technologies (such as controlnet and LORA) for AI image generation, enhancing the interactive capabilities of AI Agents on Moemate. Moegen allows users to generate multiple cartoons and templated memes from a single prompt, greatly enriching the possibilities of content creation.

3. Attention Value-Sector Rotation

1. Hot topics

Source: Dune, Dot Labs

Source: Dune, Dot Labs

2. Inside the plate

Source: Dune, Dot Labs