Attention Value and Market Dynamics

1. Market Highlights

1. Market Trends

(1) Macroeconomic Environment

The U.S. non-farm payroll data for December is receiving significant attention, as it is expected to more accurately reflect the current economic situation. Analysts predict that the number of new jobs added in December will be 153,000, lower than in the previous two months. Some economists hold a more optimistic view, believing that the new jobs added could be between 165,000 and 175,000. If this data falls within the expected range, it will be seen as a signal of "moderate balance" in the economy, neither raising concerns about inflation nor suggesting an economic recession. However, early indicators such as the ADP report show that private sector job growth may be slowing, with only 122,000 new positions added in December, below market expectations.

(2) Web3 field

Recently, the funding rate of Bitcoin briefly turned negative, marking the first occurrence since November 2024. Analysts pointed out that this could be a signal of a local bottom. During a bull market, Bitcoin usually maintains a positive funding rate, but as the price approaches $90,000, market sentiment may turn bearish. The recent negative funding rate triggered leveraged liquidations and a shift in market sentiment, leading to a subsequent rebound in Bitcoin's price above $94,000. This price volatility reflects the market's sensitivity at high levels and the rapid changes in investor sentiment.

2. Hot Topics

(1) Macroeconomic Environment

Federal Reserve officials warn that future interest rate cuts need to be more cautious, believing that inflation risks are rising. A senior official stated that last month's rate cut decision was a difficult choice, as the current economic outlook is very different from the situation when rate cuts began four months ago. He pointed out that the risks of inflation hovering between 2.5% and 3% have increased, so future rate cuts should be more gradual and conservative. This reflects the Federal Reserve's reassessment of its monetary policy stance in the face of strong economic data and higher-than-expected inflation numbers.

(2) Web3 field

A certain online platform has launched an innovative AI framework that includes a multi-agent framework and an intelligent NFT system. The multi-agent framework aims to assist developers in building, deploying, and coordinating collaborative AI agents, utilizing multiple large language models as the backend to provide flexibility and high performance. The intelligent NFT system offers NFT holders a tool that allows them to imbue digital assets with unique personalities and capabilities, enabling dynamic interaction with users. These innovations aim to promote the application of AI technology in the blockchain and digital asset space, creating new possibilities for developers and NFT holders.

3. Hot Topics Narrative

Recently, a DAO focused on accelerating the development of decentralized open-source AI has garnered widespread attention. This DAO aims to combine AI with cryptocurrency technology to drive innovation and build an ecosystem that supports relevant projects. It brings together developers from multiple technology frameworks and plans to release a series of AI agents and tools. The project is led by several industry experts and plans to issue tokens, managing assets through a buyback mechanism. Although the tokens have not been officially released yet, the DAO has started fundraising, targeting 500 SOL (approximately $94,353).

At the same time, a certain trading platform announced the launch of several AI concept coins, including COOKIE, AIXBT, and CGPT. This news has triggered market reactions, with the prices of these tokens experiencing significant increases, rising by approximately 65%, 27%, and 49%, respectively. This reflects the market's ongoing interest and investment enthusiasm for AI-related crypto assets.

2. Hot Projects

1. Project Introduction: $BIOS

$BIOS is a project developed by the Laboratory for Cryptofinancial Technology at the Hong Kong University of Science and Technology, inspired by the concept of AI towns, creating an open-ended agent evolution arena. On this platform, AI agents can interact, test, and evolve within a dynamic game theory sandbox.

Project Advantages:

• A strong academic background and a real-name team enhance the credibility of developers.
• The innovative concept applies Web2 technologies in a Web3 environment, demonstrating the reliability and integrity of the technology.

Potential risks:

• The official relationship with the Hong Kong University of Science and Technology and the laboratory is still unclear.
• High control of筹量 may bring potential negative impacts

3. Sector Rotation

1. Hot Sectors

2. Internal of the sector