Trends and Market Hotspots in the Web3 Field

Macroeconomic Environment

The U.S. November CPI data was released, showing a year-on-year increase of 2.7%, in line with market expectations. It rose by 0.3% month-on-month, the largest increase since April of this year. The core CPI remained at 3.3% year-on-year, with a month-on-month growth of 0.3%. This data has boosted market expectations for an imminent rate cut by the Federal Reserve, with the probability of a rate cut exceeding 96%.

As a result, major U.S. stock indexes rebounded. The Dow Jones Industrial Average dipped 0.2%, the S&P 500 rose 0.8%, and the Nasdaq surged 1.77%, breaking the 20,000 point mark for the first time. Tech stocks performed strongly, with Tesla up nearly 6%, and Google, Meta, and Amazon hitting new highs. Cryptocurrency-related stocks also performed well.

Cryptocurrency Market Trends

The overall cryptocurrency market is warming up. Bitcoin has risen by 4.5%, returning above $100,000, while Ethereum has broken through $3,800. Altcoins are generally rebounding. The net inflow of Bitcoin spot ETFs in the United States reached $223 million in a single day, with over 970 million USDT flowing into exchanges within 24 hours, indicating active market trading.

In the meme coin sector, DOGE, SHIB, WIF, BONK, and FLOKI have all seen gains exceeding two digits. AI concept tokens such as NEAR, ICP, and Render have also achieved gains of over 10%, indicating the market's ongoing interest in emerging sectors.

Hot Events

1. Former Republican CFTC Commissioner Brian Quintenz is seen as a leading candidate for CFTC Chairman, which may influence the direction of future cryptocurrency regulatory policies. Quintenz is currently responsible for digital asset policy affairs at a venture capital firm.

2. Nature reported that the decentralized science platform ResearchHub incentivizes academic reviews through cryptocurrency. This model provides a new source of income for some scholars, with some stating that the income obtained from reviewing papers has exceeded their professor salaries. The price of the RSC token surged by 22.7%.

Industry Trends

Decentralized Science (DeSci) has once again become a hot topic. Google Trends data shows that related search popularity has reached a five-year high. DeSci is addressing challenges such as funding shortages and data sharing in traditional scientific fields, with its application scope continuously expanding.

Despite facing skepticism, DeSci has once again attracted attention with the report from Nature. Currently, the total market capitalization of DeSci tokens has surpassed $1.2 billion, demonstrating significant growth potential and market recognition.

Hot Projects

$arc is building Rig, which is a Rust library for developing LLM-driven applications. Project features include:

• Built on Rust, compatible with the Solana ecosystem
• The roadmap includes multi-agent systems, specific platform agents, on-chain operation capabilities, etc.
• Plan to develop educational content to help developers better understand the platform.

Sector Performance

According to market data, the sectors that have performed well recently include:

1. GameFi
2. Artificial Intelligence
3. Decentralized Science
4. Layer2 Expansion Solutions
5. NFT

Different sectors also show varying degrees of rise and fall. Investors need to continuously pay attention to market trends and seize potential opportunities.