AI Agent tokens Falling Fall analysis: Large funds continue to suck Bitcoin
Reprinted from jinse
01/27/2025·3Mheadlines
▌AI Agent tokens generally fell, and the total market value of the sector fell below US$11.5 billion
According to CoinGecko data, the total market value of AIAgent sector tokens fell below US$11.5 billion, a 24-hour drop of 8.2%. Among them: Fartcoin’s market value is now US$1.1 billion, a 24-hour drop of 22.4%; GRIFT’s market value is now US$69 million, a 24-hour drop of 33.1% %; BUZZ’s market value is now US$69 million, 2 A 4-hour drop of 33.2%; ai16z’s market value is now US$823 million, a 24-hour drop of 14.2%; SWARMS’s market value is now US$98 million, a 24-hour drop of 13.13%; ARC’s market value is now US$259 million, a 24-hour drop of 29.3%; ELIZA’s market value It is now trading at US$39 million, down 23.5% in 24 hours.
▌Analysis: Big funds continue to accumulate Bitcoin, and the market is divided into funds.
HODL15Capital analyzed that over the past year or so, the Bitcoin market has seen a clear trend of capital differentiation. Data shows that small investors continue to sell Bitcoin on a net basis, while large-capital players (such as ETFs, MicroStrategy, etc.) have become the main net buyers of the market. Not only did they take over all the Bitcoins sold by small investors, they also absorbed all the newly mined Bitcoins. This trend shows that large institutions maintain 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 this change may have on the market.
Quotes
As of press time, according to Coingecko data:
The recent transaction price of BTC was US$101,706, with an intraday increase or decrease of -2.8 % ;
ETH’s recent transaction price was US$3,207.71, with an intraday increase or decrease of -3.6% ;
BNB’s recent transaction price was US$663.78, with an intraday increase or decrease of -3.8 % ;
SOL’s recent transaction price was US$236.51, with an intraday increase or decrease of -7.8 % ;
The recent transaction price of DOGE was 0.3307 yuan, with an intraday increase or decrease of -7.0% ;
XPR’s recent transaction price was $2.99, with an intraday increase or decrease of -4.4% .
policy
▌ "Bitcoin Jesus" Roger Ver asked Trump for help, saying he might be sentenced to up to 109 years in prison
Roger Ver, an early Bitcoin investor and known as the "Bitcoin Jesus," posted a video on social media asking Trump for help. Ver currently faces extradition in Spain on charges of failing to declare capital gains when he sold Bitcoin in 2017 and underreporting his Bitcoin holdings when he renounced his U.S. citizenship in 2014. Ver stated that he is the world's first Bitcoin ecological investor and emphasized that he gave up his American citizenship because he was worried about political persecution, but he currently faces a maximum sentence of 109 years in prison. He implored Trump to help end this "legal battle" so that he could return to the United States for investment and development.
Blockchain application
▌The Metropolitan Museum of Art launches NFT game
According to TheBlock, the Metropolitan Museum of Art in the United States has cooperated with TRLab, a blockchain startup focusing on art, to launch an NFT game, which will issue NFT badge rewards to players who discover the connections between different works of art.
▌ DeepSeek tops Apple’s free APP list in China
According to the free list of Apple’s APP Store in China, Deepseek ranks first in China.
▌ Tether CEO looks forward to the future of AI: efficient models reduce training costs, local and edge inference become a trend
Tether CEO Paolo Ardoino tweeted that training powerful models in the future will no longer require millions of GPUs. This approach, which relies purely on brute force calculations, is both inefficient and inelegant. Better models will significantly reduce training costs, but data acquisition is still the key. Inference will move on-premises or at the edge, preventing hundreds of billions of dollars from being wasted on pure computing power.
cryptocurrency
▌Baby Doge: Base will be supported soon
Baby Doge announced on the X platform that BabyDoge will soon support Base. In addition, Baby Doge also stated that it can also explore potential cooperation with Solana, BNB Chain or Base for bridging projects.
▌Data: The number of wallets holding at least $100 in Bitcoin increased by 25% year-on-year, reaching nearly 30 million
According to Binance statistics, the number of wallets holding at least $100 in Bitcoin has grown by 25% in the past year, reaching nearly 30 million. Binance said this growth reflects the influx of new players into the market, indicating that interest in Bitcoin is returning and market sentiment is becoming more optimistic.
▌Mechanism Capital Lianchuang: TRUMP’s trading mainly relies on attention, and Trump is the world’s largest attention monopoly and this will not change
Andrew Kang, co-founder of Mechanism Capital, posted on That won't change after the inauguration. Andrew Kang previously posted that he believes that the market value of $TRUMP tokens is expected to reach US$100 billion in circulating market value / US$500 million in fully diluted valuation, and surpass Doge, because investing in the Trump brand is more valuable than investing in random Dogecoin. Easily accepted.
▌CZ revealed that he first purchased 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 know how to do technical analysis and believes that it is important to understand what he "doesn't 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 there for about 8 months.
Important economic developments
▌CME Fed Watch: The probability of the Fed cutting interest rates by 25 basis points in January remains only 2.1%
According to CME's "Fed Watch" data, there are three days until 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 keeping it unchanged is 97.9%. The probability that the Fed will cut interest rates by 50 basis points cumulatively by March is 0.6%, the probability that it will cut interest rates by 25 basis points cumulatively is 27.0%, and the probability of keeping interest rates unchanged is 72.4%.
Golden Encyclopedia
▌What is a teardrop attack in encryption?
In the cryptocurrency environment, teardrop attacks often target the decentralized nature of blockchain platforms. Even if they don’t target the blockchain’s cryptographic algorithms, disrupting the underlying peer-to-peer network infrastructure that cryptocurrencies rely on could lead to service disruptions, loss of funds, and loss of user trust. An attacker can interfere with the consensus process, transaction validation, or node-to-node communication by focusing on specific nodes or servers. This can lead to network fragmentation, processing delays or even complete outages.
Disclaimer: As a blockchain information platform, Golden Finance publishes articles for information reference only and not as actual investment advice. Please establish a correct investment philosophy and be sure to increase your risk awareness.
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