Market is extremely greedy, DeFi big pump 13.67%, AI Agent's popularity continues to heat up.

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Crypto Market Weekly Report

Market Overview

main trends in the market

The market sentiment index has risen to 91%, entering the extreme greed phase. Although BTC briefly broke through $100,000 and then corrected, its overall resilience remains strong. ETH has performed well, driving the overall market up, indicating continued confidence in mainstream cryptocurrencies.

The market value of stablecoins is steadily increasing, with USDT rising by 1.74% to $141 billion and USDC increasing by 2.03% to $40.2 billion, indicating a continuous inflow of funds. Large on-chain transfers are frequent, showing clear signs of institutional participation. The over-the-counter premium remains reasonable, reflecting a healthy supply and demand for funds.

The total locked value in DeFi has increased significantly by 13.67% to $53.2 billion. Liquidity staking projects performed the best, benefiting from the rise in underlying asset prices and increased yields. The activity of lending protocols has increased, reflecting a rise in leverage demand. DEX trading volume continues to rise, indicating increased market activity.

Meme coins are performing relatively poorly, with a weekly return of only 11.94%. The number of new projects has decreased, and investor interest is declining, with funds shifting towards practical projects. The level of discussion on social media has decreased, indicating a decline in risk appetite.

Layer 1 projects have received the highest social attention, with a weekly return of 40.04% in the PayFi sector. AI Agent projects have gained a new round of attention, particularly for projects on the Solana, TON, and Base chains. High-yield staking products in DeFi continue to attract attention. NFT trading activity has rebounded, but valuations are still searching for a bottom.

Frontier Lab crypto market weekly report|W49

Hot Tracks

Tron ecosystem

The surge in TRX prices has driven up the popularity of Tron. As the main trading chain for USDT, activities on the Tron chain have significantly increased:

  • TVL increased from 7.97B to 9.32B, a growth of 16.93%
  • Active accounts reached 3.6725 million, an increase of 18.06%
  • The weekly trading volume of USDT is $131.4 billion, an increase of 16.23%.
  • The ecological projects Justlend and SUN achieved growth rates of 55.34% and 39.49% respectively.

Funds continue to flow into the Tron chain, and user activity has significantly increased, indicating a thriving ecosystem.

AI Agent

The AI Agent track continues to heat up, mainly divided into three sub-directions:

  1. AI Agent Meme Coins: such as GOAT, ACT, etc.
  2. AI Agent issuance platforms: such as vvaifu.fun, Virtuals Protocol, etc.
  3. AI Agent underlying infrastructure

Currently focusing on the development of Solana, TON, and Base chains. The issuance platform projects such as VVAIFU, VIRTUAL, and CLANKER have seen significant increases recently.

OpenAI has launched a 12-day new product release, which is expected to boost the heat in the AI sector. It is recommended to pay attention to traditional AI projects such as Bittensor, Fetch.ai, and others.

DeFi track

Top 5 projects by TVL growth:

  1. BounceBit:134.26%
  2. Astherus:102.65%
  3. StakeDAO:77.17%
  4. Flexa:74.51%
  5. SaucerSwap:68.16%

The total TVL of DeFi increased by 13.67% to $53.2 billion, with continuous inflows of funds. Liquid staking and high-yield projects performed outstandingly, benefiting from the rise in the prices of underlying assets.

Frontier Lab crypto market weekly report|W49

public chain

Top 5 public chains by TVL growth:

  1. Hedera:74.42%
  2. Zircuit:70.79%
  3. Filecoin:54.12%
  4. EOS:47.66%
  5. Kaia:41.28%

The overall performance of the public chain track is impressive, with the rise in underlying asset prices driving ecological development.

Market Trends and Outlook

The Layer 1 projects have the highest attention on social media, showing a general upward trend. DeFi projects in various public chain ecosystems continue to thrive, with both TVL and trading volume on the rise.

Next week focus:

  • On December 11, the Microsoft shareholders' meeting will review the Bitcoin investment proposal.
  • US November CPI data released
  • European Central Bank interest rate decision

The market is expected to be influenced by macro data and Microsoft's voting, potentially showing a volatile trend. It is recommended to pay attention to:

  1. Liquidity staking, liquidity pools, and DEX projects in the DeFi space
  2. AI Agent track, especially token launch platform projects
  3. Maintain a cautious attitude and manage risks properly.

Frontier Lab crypto market weekly report|W49

DEFI3.44%
AGENT-3.93%
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GateUser-3824aa38vip
· 14h ago
Bull run is the time to show off.
View OriginalReply0
FomoAnxietyvip
· 14h ago
Wow, the bull run has really arrived.
View OriginalReply0
VCsSuckMyLiquidityvip
· 14h ago
We need to borrow a bit more and make a move.
View OriginalReply0
ChainSpyvip
· 14h ago
BTC还得To da moon才行
View OriginalReply0
GlueGuyvip
· 14h ago
Follow the trend chasing defi, if it falls, don’t look for me.
View OriginalReply0
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