Hot Trends in the Web3 Field

Macroeconomic Environment

Microsoft shareholders reject Bitcoin investment proposal

At the shareholders' meeting on December 11, Microsoft shareholders voted against the proposal to invest 1% of the company's total assets in Bitcoin. This proposal aimed to hedge against inflation risk through Bitcoin investment, but faced opposition from the board of directors. Despite aggressive lobbying by MicroStrategy founder Michael Saylor, who emphasized that Bitcoin investment could yield significant returns for Microsoft, he ultimately failed to change the shareholders' decision.

This result reflects that mainstream institutional investors still maintain a cautious attitude towards cryptocurrency investments. Microsoft's major shareholders include some large institutional investors, who seem more inclined to choose traditional investment methods with less volatility.

MicroStrategy is about to join the Nasdaq 100 Index

MicroStrategy is expected to officially become a member of the NASDAQ 100 Index on December 23. Analysts predict that ETFs tracking this index may purchase about $2.1 billion worth of MicroStrategy stock, which is equivalent to one-fifth of the company's daily trading volume. MicroStrategy is likely to become the 40th largest constituent in the index, with a weight of 0.47%. This change may bring more attention and investment inflows to the company.

Development in the Web3 Field

Solana chain AI Meme token performs excellently

AI-related tokens in the Solana ecosystem continue to maintain strong momentum. The market capitalization of ALCH (Alchemist AI) has surpassed $150 million, setting a new all-time high. The market capitalization of the AI-driven venture capital DAO token ai16z has also exceeded $800 million, with a more than 50% increase in 24 hours. DEGENAI has seen a rise of over 70% in 24 hours, and its price has increased more than 6 times since its launch. These figures indicate that market interest in AI and meme tokens remains high.

Maverick Protocol launches an innovative MemeFi platform

Maverick Protocol has launched a new platform called Goose.run on the Base chain, aimed at bringing DeFi functionalities into the meme coin space. The platform offers features such as meme coin launches, leveraged trading, and non-liquidation lending, and innovatively introduces community governance and gamification elements. The platform's design aims to address the liquidation risks associated with the high volatility of meme coins while creating more value and use cases for holders of the ecological token MAV.

The official launch of the CULT token has sparked heated discussions.

The meme coin CULT, launched by Milady founder Charlotte Fang, has officially gone live after nearly half a year of waiting, sparking a strong market response. In the early stages of its launch, CULT's market capitalization once reached $1.2 billion, before pulling back. The token distribution of CULT adopts an unconventional method, requiring users to participate in interactive games such as quizzes and drawing to claim their tokens, which has sparked widespread discussion. Although there is still a gap compared to other well-known NFT projects, CULT's future development will largely depend on the continuous support and promotion from the Milady community.

Focus on Hot Projects

$YUMI - Emerging meme token

• YUMI went viral on TikTok due to its similar appearance to Doge, with video views reaching 1.3 million.
• The market shows strong interest in the "Doge Resurrection" concept.
• The price surged by 7800% within 24 hours, with a current market value of 3.6 million dollars.

Market Sector Analysis

According to data from Dune and Dot Labs, the current market hotspots are concentrated in areas such as AI, MEV, and Layer 2. These sectors show strong growth momentum, reflecting investors' ongoing interest in emerging technologies and infrastructure. Specific performance and internal trends need further observation and analysis.