Hot Topics and Market Analysis in the Web3 Field

1. Market Focus

1. Macroeconomic Environment

Microsoft shareholders reject Bitcoin investment proposal

At the shareholders' meeting held on December 11, Microsoft's major shareholders voted down a proposal to invest 1% of the company's total assets in Bitcoin. This proposal was put forward by a research center as a strategy to hedge against inflation. Despite an impressive speech by the founder of MicroStrategy, highlighting the advantages of Bitcoin as an inflation hedge, the shareholders ultimately chose to support the board's recommendation and rejected the proposal.

The Microsoft board previously stated that the company prefers to invest in assets with lower volatility. Large institutional investors make up the majority of Microsoft's shareholders, which may be one of the reasons why shareholders are cautious about investing in cryptocurrencies.

2. Web3 Sector Dynamics

Solana ecosystem AI Meme token performs remarkably

On December 11, AI meme tokens in the Solana ecosystem once again demonstrated strong market performance. Data shows that the market capitalization of the no-code development platform ALCH surpassed $150 million, setting a new historical high, with a 24-hour increase of 32.8%. At the same time, the market capitalization of the AI-driven venture capital DAO token ai16z also exceeded $800 million, with a 24-hour increase of up to 52.4%. In addition, the meme coin DEGENAI saw a rise of over 70% within 24 hours, and its price has increased more than 6 times since its launch. This series of tokens' excellent performance 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 released on December 13. Analysts predict that ETFs tracking the index may purchase approximately $2.1 billion worth of MicroStrategy shares, which accounts for about 20% of the company's daily trading volume. MicroStrategy is expected to become the 40th largest component in the index, with a weight of 0.47%.

2. Maverick Protocol launches innovative DeFi platform Goose.run

Maverick Protocol has launched a brand new memeFi platform Goose.run on the Base chain, aiming to combine the fields of DeFi and memecoins. The platform not only features meme token launches and leveraged trading but also innovatively introduces a non-liquidation meme coin lending function, effectively addressing the liquidation risks brought by high market volatility. Users holding veMAV can participate in platform governance and receive a share of transaction fees, further enhancing the value of the governance token MAV.

3. The highly anticipated NFT Meme coin CULT is officially launched.

On December 11, the Meme coin CULT, launched by Milady founder Charlotte Fang, officially went live. The launch of CULT sparked a strong market reaction, with its market capitalization reaching as high as $1.2 billion, although it later experienced a correction. CULT employs a unique token claiming method, which includes interactive games such as quizzes and drawing, and this innovative distribution mechanism has sparked widespread discussion. Although there are gaps compared to other well-known NFT projects, the future development of CULT is still worth looking forward to.

3. Introduction to Hot Projects

$YUMI - Emerging meme token

• Gained over 1.3 million views due to a similar image to Doge going viral on social media.
• The market reacted enthusiastically to the concept of "Doge Rebirth"
• The price skyrocketed by 7800% within 24 hours, with a current market value of 3.6 million dollars.

4. Market Sector Analysis

Current market hotspots are mainly focused on AI-related tokens and meme tokens. These sectors exhibit significant volatility and growth potential, reflecting investors' high interest in emerging technologies and social concepts. However, investors should carefully assess risks and allocate assets appropriately when participating in these high-risk, high-return sectors.