Web3 Industry Trends and Hotspot Tracking

1. Market Focus

1. Macro Environment

Microsoft shareholders reject Bitcoin investment proposal

At the shareholders' meeting on December 11, Microsoft's major shareholders voted against a proposal to invest 1% of the company's total assets in Bitcoin. This proposal was put forward by the National Center for Public Policy Research in the United States and aimed to hedge against inflation risks. Despite strong lobbying from MicroStrategy founder Michael Saylor, who emphasized Bitcoin's inflation-hedging advantages and potential returns, the shareholders ultimately supported the board's recommendation and rejected this high-risk investment. Microsoft's major shareholders are primarily institutional investors, who seem to remain cautious about cryptocurrency investments, choosing to avoid the current cryptocurrency craze.

2. Trends in the Web3 Field

Solana ecosystem AI meme tokens perform impressively

On December 11, several AI-related meme tokens on the Solana chain performed exceptionally well. The no-code development platform ALCH (Alchemist AI) surpassed a market capitalization of $150 million, reaching a historic high with a 24-hour increase of 32.8%. The AI-driven venture capital DAO token ai16z exceeded $800 million in market capitalization, setting another record high with a 24-hour increase of 52.4%. DEGENAI (Degen Spartan AI) saw a 24-hour increase of over 70%, with its price more than tripling since its launch. The strong performance of these tokens reflects the market's continued enthusiasm for AI and meme tokens.

2. Hot Events

1. MicroStrategy is about to join the Nasdaq 100 Index

MicroStrategy is expected to officially join the Nasdaq-100 Index on December 23, with an official announcement likely to be made on December 13. Analysts predict that ETFs tracking the index will purchase approximately $2.1 billion worth of MicroStrategy shares, accounting for about 20% of the company's daily trading volume. MicroStrategy is anticipated to become the 40th largest component of the index, with a weight of 0.47%.

2. Maverick Protocol launches an innovative DeFi platform

Maverick Protocol has launched a new memeFi platform called Goose.run on the Base chain, aimed at combining DeFi with meme coins. The platform integrates features such as a meme coin launchpad, leveraged trading, non-liquidation lending, community governance, and gamified user experience. Its unique non-liquidation meme coin lending function addresses the liquidation risks posed by high market volatility. Users holding veMAV can participate in the incentive distribution voting for meme coin pools on the platform, earning a share of transaction fees, thereby enhancing the ecological value of the MAV token.

3. The official launch of the CULT token has sparked heated discussions.

The meme coin CULT, launched by Milady founder Charlotte Fang, officially went live on December 11, generating a strong market response after nearly six months of waiting. After its launch, CULT's market capitalization reached as high as $1.2 billion, before experiencing a correction. CULT utilizes a unique token claiming method, where users can earn tokens through games like quizzes and drawing. Although there is still a gap compared to other well-known NFT projects, CULT's future development relies on the continued promotion of the Milady community.

3. Focus on Emerging Projects

$YUMI - A New Star in Meme Tokens

• Became popular on TikTok with a similar image to Doge, accumulating 1.3 million views.
• The market is generally focused on its status as a potential successor to Doge.
• Within 24 hours of launch, the price increased by 7800%, with a current market value of approximately 3.6 million dollars.

4. Sector Analysis

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Recently, the Web3 and AI sectors have been performing actively, especially AI meme tokens and DeFi projects have gained favor in the market. There are also varying degrees of fluctuations within the major sectors, reflecting investors' changing preferences for different subfields. Specific data and trend analysis require reference to the latest market statistics and charts.