Key Market Information Discrepancy on January 2nd - A Must-Read! | Alpha Morning Report

By: blockbeats|2025/01/02 10:00:05

SOL

VIRTUAL

Featured News

1.Musk has restored X nickname to "Elon Musk"

2.Data: Historically, Bitcoin has shown significant performance in the year following its halving in Q1

3.pump.fun transfers over 290,000 SOL to Kraken, worth $55 million

4.Solana's on-chain NFT sales in December exceed $1 billion, hitting a new high since May 2024

5.VIRTUAL briefly surpasses $4.99, with a market cap exceeding $2.3 billion

Articles & Threads

1. "How to Win in the New "Public Chain Battle" with an AI Agent?"

Translated by 0xJeff, Ismay

The Agent ecosystem is reshaping our understanding of the market, with a structure completely different from before. It's necessary to look for undervalued opportunities beyond the current narrative scope, advance with speed, storytelling ability, and the capacity to shape market understanding.

2. "X Space Recap | BIO Trading on Binance Sparks New Trend, How Should We Pay Attention to Alpha in the "DeSci Season"?"

BlockBeats

With Bio Protocol launching on Binance, the DeSci track is gradually attracting more attention. On December 27th, BlockBeats invited key figures in the DeSci track, including Bio Protocol co-founder Paul Kohlhaas, Pump Science co-founder Benjels, VitaDAO founder Alex Dobrin, to discuss how the DeSci track should focus on Alpha under the theme "BIO listed on Binance, how should DeSci track find Alpha".

24H Hot Projects (‼️High Rug Risk‼️)

Daily new projects or community attention dynamics, ranked and filtered by X Alpha account followers and growth

Data Source: getmoni.io

BlockBeats Note: The following are early projects with relatively few followers, with extremely high Rug and contract risks. Participation should be cautious and is not investment advice

1. I am amsentinel(@AmAmsentinel)

An AI Agent that can efficiently manage your Twitter account, generate images, edit, and reply.

Key Market Information Discrepancy on January 2nd - A Must-Read! | Alpha Morning Report

2. Daolympus World(@daolympusworld)

Turns economic exchanges between DAOs into a powerful engine that serves DAO members.

3. Pythia(@ratpythia)

A Desci project dedicated to eradicating rare diseases for all of humanity

Market Data

Daily overall market funding heat (reflected by funding rates) and token unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocks

The era of AI hype has transitioned into an era of utility. As we move through Q2 2026, the market is no longer rewarding "narrative-only" projects. At WEEX Research, we are seeing a massive capital rotation into Decentralized Compute (DePIN) and Autonomous Agent coordination layers. This guide analyzes which AI tokens are capturing institutional liquidity and how to spot high-conviction setups in a maturing market.

Consumer-grade Crypto Global Survey: Users, Revenue, and Track Distribution

The number of active users of consumer-grade encryption has long reached tens of millions, but it is not in the sight of Silicon Valley and New York.

Prediction Markets Under Bias

Why do authoritative narratives always exclude prediction markets?

Stolen: $290 million, Three Parties Refusing to Acknowledge, Who Should Foot the Bill for the KelpDAO Incident Resolution?

The most dangerous scenario right now is that if ETH suddenly drops, Aave's bad debt could snowball even further.

ASTEROID Pumped 10,000x in Three Days, Is Meme Season Back on Ethereum?

「Space Dog」 Triggers ETH Mainnet Price Surge, Sparking SOL Community Anxiety

ChainCatcher Hong Kong Themed Forum Highlights: Decoding the Growth Engine Under the Integration of Crypto Assets and Smart Economy

The guests unanimously agreed that the understanding of Crypto value is shifting from "issuing tokens for the sake of issuing tokens" to pursuing sustainable business models, with a greater focus on capital efficiency, low costs, and 24-hour settlement, among other practical values.