Web3 AI Industry Trends and Hotspot Analysis

1. Market Highlights

1. Market Trend

(1) Macroeconomic Environment

Microsoft shareholders voted down a proposal on December 11 to allocate 1% of the company's total assets for Bitcoin investment. The proposal was put forward by the National Center for Public Policy Research and aimed to serve as a strategy for hedging against inflation. Despite active lobbying by MicroStrategy founder Michael Saylor, who emphasized the advantages of Bitcoin as an inflation hedge, shareholders ultimately chose to support the board's cautious stance. This decision reflects the conservative attitude of major institutional investors towards cryptocurrency investments.

(2) Web3 field

AI-related tokens in the Solana ecosystem are performing remarkably well. The no-code development platform ALCH has surpassed a market capitalization of $150 million, setting a new historical high, with a 24-hour increase of 32.8%. The AI-driven venture capital DAO token ai16z has also exceeded a market capitalization of $800 million, reaching a new high with a 24-hour increase of 52.4%. DEGENAI has seen an increase of over 70% in 24 hours, and its price has risen more than six times since its launch. The strong performance of these tokens demonstrates the market's continued enthusiasm for AI and meme tokens.

2. Hot Topics

(1) Macroeconomic Environment

MicroStrategy is expected to officially join the Nasdaq 100 Index on December 23, with an official announcement anticipated on December 13. Analysts predict that ETFs tracking the index will purchase approximately $2.1 billion of MicroStrategy stock, accounting for about 20% of the company's daily trading volume. MicroStrategy is expected to become the 40th largest component in the index, with a weight of 0.47%.

(2) Web3 field

Maverick Protocol has launched a new memeFi platform Goose.run on the Base chain, aiming to bring DeFi into the memecoin space. The platform integrates features such as a meme coin launchpad, leveraged trading, non-liquidation lending, community governance, and gamified user experience. Its innovative non-liquidation meme coin lending feature addresses the liquidation risks caused by high market volatility. The platform also offers veMAV holders the opportunity to participate in meme coin pool incentive distribution voting, enhancing the value of the ecological governance token MAV.

3. Hot Topics Narrative

The Meme coin CULT, launched by Milady founder Charlotte Fang, has officially gone live, sparking heated discussions in the market. After its launch, CULT's market cap briefly reached $1.2 billion but quickly retraced. CULT conducted a presale fundraising in mid-June, raising approximately $20.5 million in a short period. The token claiming process is unique, requiring participation in games such as quizzes and drawing. Although there is a gap compared to other well-known NFT projects, the future development of CULT still relies on the continued promotion from the Milady community.

2. Hot Projects

$YUMI is a meme token project that went viral on TikTok due to its resemblance to Doge. Its videos have amassed a total of 1.3 million views, generating widespread attention. Within 24 hours, the price of $YUMI skyrocketed by 7800%, and its current market capitalization stands at $3.6 million.

3. Sector Rotation

Recently, the Web3 AI-related sector has shown an active trend. Data shows that sectors such as AI, GameFi, and DeFi have performed prominently, reflecting the market's ongoing attention and investment enthusiasm in these areas. The performance of various projects within the sector varies, but the overall trend is upward, indicating that the potential for the integrated development of Web3 and AI is gradually being released.