AI Agent tokens fell across the board. Analysis: Big funds continue to buy Bitcoin

Headline

▌AI Agent tokens fell across the board, and the total market value of the sector fell below $11.5 billion

▌Analysis: Big funds continue to accumulate Bitcoin, and the market is experiencing capital differentiation

HODL15Capital According to the analysis, over the past year or so, the Bitcoin market has shown a clear trend of capital differentiation. Data shows that small investors continue to sell Bitcoin, while large capital players (such as ETFs, MicroStrategy, etc.) have become the main net buyers in the market. They not only took over all the Bitcoin sold by small investors, but also absorbed all newly mined Bitcoin. This trend shows that large institutions have a high degree of confidence in the long-term value of Bitcoin, and also highlights the increasing concentration of market funds. Investors need to pay attention to the long-term impact that this change may have on the market.

Market

As of press time, according to Coingecko data:

BTC's latest transaction price is $101,706, with a daily increase or decrease of -2.8%;

ETH's latest transaction price is $3,207.71, with a daily increase or decrease of -3.6%;

BNB's latest transaction price is $663.78, with a daily increase or decrease of -3.8%；

SOL's latest transaction price is 236.51 US dollars, and its intraday increase or decrease is -7.8%；

DOGE's latest transaction price is 0.3307 yuan, and its intraday increase or decrease is -7.0%；

XPR's latest transaction price is 2.99 US dollars, and its intraday increase or decrease is -4.4%。

Policy

▌"Bitcoin Jesus" Roger Ver asks Trump for help, saying he could be sentenced to up to 109 years

Early Bitcoin investor Roger Ver, known as "Bitcoin Jesus," posted a video on social media asking Trump for help. Ver is currently facing extradition risk in Spain. He is accused of failing to declare capital gains when selling Bitcoin in 2017 and underreporting his Bitcoin holdings when he renounced his U.S. citizenship in 2014. Ver said he was the world's first Bitcoin ecosystem investor and emphasized that he gave up his U.S. citizenship because he was worried about political persecution, but he currently faces a maximum sentence of 109 years. He pleaded with Trump to help end this "legal battle" so that he can return to the United States to invest and develop.

Blockchain Applications

▌The Metropolitan Museum of Art Launches NFT Game

According to TheBlock, the Metropolitan Museum of Art has partnered with TRLab, a blockchain startup focused on art, to launch an NFT game that will award NFT badges to players who discover connections between different works of art.

▌DeepSeek Tops Apple's China APP Free List

According to Apple's APP Store China Free List, Deepseek has become the number one in China.

▌Tether CEO looks forward to the future of AI: efficient models reduce training costs, local and edge reasoning becomes a trend

Tether CEO Paolo Ardoino tweeted that in the future, training powerful models will no longer require millions of GPUs. This approach that relies purely on brute force computing is both inefficient and inelegant. Better models will significantly reduce training costs, and data acquisition is still the key. Reasoning will shift to local or edge ends to avoid wasting hundreds of billions of dollars on pure computing power.

Cryptocurrency

▌Baby Doge: Base will be supported soon

Baby Doge announced on the X platform that Baby Doge will support Base soon. In addition, Baby Doge also stated that it can explore potential cooperation with projects that bridge with Solana, BNB Chain or Base.

▌Data: The number of wallets holding at least $100 in Bitcoin increased by 25% year-on-year to nearly 30 million

According to Binance statistics, the number of wallets holding at least $100 in Bitcoin has increased by 25% in the past year to nearly 30 million. Binance said the growth reflects that new participants are pouring into the market, indicating that the market's interest in Bitcoin is recovering and market sentiment is optimistic.

▌Mechanism Capital co-founder: TRUMP's trading mainly depends on attention, and Trump is the world's largest attention monopolist, which will not change

Mechanism Capital co-founder Andrew Kang posted on x that the investment logic of $TRUMP tokens is simple, and the trading of meme coins mainly depends on attention, while Trump is the world's largest attention monopolist, and this situation will not change after the inauguration. Andrew Kang previously posted that he believes that the market value of $TRUMP tokens is expected to reach $100 billion in circulation market value/$500 million in fully diluted valuations, and surpass Doge, because investing in the Trump brand is more acceptable than investing in random Dogecoins.

▌CZ revealed that he first bought Bitcoin in early 2014, when the price was about $600

Binance founder CZ tweeted that there may be many "opportunities" or "quick returns" in hot markets, but the best strategy is to stick to fundamentals. He also admitted that he does not do technical analysis and believes that it is important to understand what he "does not know." At the same time, he revealed that his first Bitcoin purchase was in early 2014, when the price was about $600, but then fell to $200 and remained for about 8 months.

Important Economic Dynamics

▌CME Fed Watch: The probability of the Fed cutting interest rates by 25 basis points in January is only 2.1%

According to CME "Fed Watch" data, there are still 3 days before the next FOMC meeting. The probability of the Fed cutting interest rates by 25 basis points in January is 2.1%, and the probability of maintaining the same is 97.9%. The probability of the Fed cutting interest rates by 50 basis points by March is 0.6%, the probability of cutting interest rates by 25 basis points is 27.0%, and the probability of maintaining the same is 72.4%.

Golden Encyclopedia

▌What is a teardrop attack in crypto?

In the context of cryptocurrency, teardrop attacks often target the decentralized nature of blockchain platforms. Even if they do not target the blockchain's cryptographic algorithms, compromising the underlying peer-to-peer network infrastructure that cryptocurrencies rely on can lead to service disruptions, loss of funds, and decreased user trust. Attackers can interfere with the consensus process, transaction verification, or node-to-node communication by focusing on specific nodes or servers. This can lead to network fragmentation, processing delays, or even complete downtime.

Disclaimer: As a blockchain information platform, Golden Finance publishes articles for information reference only and is not intended as actual investment advice. Please establish a correct investment philosophy and be sure to increase risk awareness.