Web3 Industry Trends and Hotspot Analysis

Macroeconomic Environment

Microsoft shareholders reject Bitcoin investment proposal

In the vote on December 11, Microsoft's major shareholders rejected a proposal to invest 1% of the company's total assets in Bitcoin. The proposal was put forward by a research center and aimed at hedging against inflation. Despite a three-minute speech by the founder of MicroStrategy attempting to persuade shareholders to support it, the shareholders ultimately chose to side with the board.

Microsoft's largest shareholders are mainly institutional investors, who remain cautious about investing in cryptocurrencies. This decision reflects the conservative stance of traditional financial institutions when faced with emerging asset classes.

MicroStrategy may join the Nasdaq 100 Index

MicroStrategy is expected to officially join the Nasdaq 100 Index on December 23, with an official announcement possibly being made on December 13. Analysts predict that ETFs tracking the index may purchase approximately $2.1 billion worth of MicroStrategy stock, which represents about 20% of the company's daily trading volume. MicroStrategy is poised to become the 40th largest constituent in the index, with a weight of 0.47%.

Development in the Web3 Field

Solana-based AI Meme tokens perform outstandingly

On December 11, AI meme tokens in the Solana ecosystem performed impressively once again. The market capitalization of the no-code development platform ALCH surpassed $150 million, reaching a historic high, with a 24-hour increase of 32.8%. The AI-driven venture capital DAO token ai16z also exceeded $800 million in market capitalization, with a 24-hour increase of 52.4%. DEGENAI saw an increase of over 70% within 24 hours, with its price rising more than 6 times since its launch.

The strong performance of these tokens demonstrates the market's ongoing enthusiasm for AI and meme tokens, reflecting the current trends of innovation in the Web3 space.

Innovative platform Goose.run launched

A certain protocol has launched a brand new memeFi platform Goose.run on the Base chain, aimed at bringing DeFi into the memecoin space. The platform not only has the core functions of a meme platform but also allows users to lend using memecoins and offers leveraged trading.

Goose.run integrates multiple innovative features, including a meme coin launchpad, non-liquidation lending, community governance, and a gamified user experience. Its non-liquidation meme coin lending feature addresses the liquidation risks caused by high market volatility, providing users with a safer trading environment.

Hot Projects

CULT token officially launched

The Meme coin CULT, launched by Milady founder Charlotte Fang, officially went live on December 11, sparking market discussions. After its launch, CULT's market capitalization briefly reached $1.2 billion, followed by a correction. CULT's claiming method is unique, requiring participation through games such as answering questions and drawing.

Despite the gap compared to other well-known NFT projects, the development potential of CULT relies on the continuous support and promotion from the Milady community.

YUMI token's rapid rise

YUMI quickly rose to fame on social media due to its similarity to Doge, garnering 1.3 million views. Within 24 hours, the price of YUMI skyrocketed by 7800%, reaching a market cap of 3.6 million dollars. This phenomenon reflects the market's ongoing enthusiasm for meme tokens and the significant impact of social media on the spread of cryptocurrency.

Sector Analysis

According to data from Dune and Dot Labs, the Web3 and AI-related sectors show different market performances. Specific data illustrates the changes in market capitalization and trading volume of each sector, reflecting investor interest and market sentiment in different fields.

Overall, the Web3 industry continues to show a pattern of innovation intertwined with traditional finance. Emerging projects and concepts are constantly appearing, attracting significant attention from investors, while traditional financial institutions remain relatively cautious about crypto assets. The integration of AI and blockchain technology has become a new hotspot, driving rapid growth in related tokens. However, the market still exhibits high volatility, and investors need to carefully assess risks.