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The popularity of RWA and DEPIN has continued to increase, and BTCs continue to build the bottom at a shock near the 100,000 mark, which is about to hit a new high.
Encryption market summary
1. After BTC exceeds the $ 100,000 mark, it will continue to build the bottom, which is about to hit a new high;
2. With Trump’s statement and Bellaide’s endorsement, Defi and DEPIN heat began to look up;
3.Meme is still the hottest narrative. The BSC section and the SUI section MEME applications have begun to prosper;
4. European countries have also begun to advance cryptocurrency. In the next few years, they will usher in the most friendly market environment for cryptocurrencies.
One marketShow
1.1 FUTUREMONEY Group DEPIN index
The FutureMoney Group DEPIN index is the DEPIN high -quality group token index constructed by FutureMoney, selecting the 24 most representative of the 24 DEPIN projects.Compared with the last report, this INDEX was slightly adjusted because the broader market began to re -enter the breakthrough range, and the cottage was sucked.
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1.2 Crypto market data
At present, we can see that the total market value of cryptocurrencies is still relatively high. Although it has fallen from 3.69 trillion to US $ 3.64 trillion, it still shows an upward state of accumulation.
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From the changes in the trend of the position of the CoingLASS contract, since December, the BTC contract has continued to rise, from the top 65 billion US dollars to US $ 68.7 billion, which shows that the market has seen the market after Bitcoin exceeded $ 100,000.After empty panic, start watching more BTC.
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At present, the entire BTC trend is still strong. In the past few days, BTC has completely inflow, which indicates that off -site funds have optimistic information on the subsequent development of BTC. This trend has a great consistency with Trump on January 20.
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1.3 CPI and other data and market response to the market judgment
1. Macro level: The expected heating rate of interest rate reduction is expected to rise, and the Nasi index exceeds 20,000 points for the first time.In the week, the Nasi index rose 0.3%; the yield of 10Y US debt was 25bp to 4.40%;
The number of non -agricultural employment in November rose to 227,000. After the data was announced, the market expected the Federal Reserve to cut interest rates by 25bp from 67%to 85%in December, and the possibility of continuing interest rate cuts in December increased.At the same time, the three major indexes of U.S. stocks rose more and less, US debt yields declined, and the US dollar index fell short -term.
As of December 7, the number of unemployed funds in the United States had a unemployed gold at the beginning of the week, which was slightly higher than market expectations.
The US dollar index rose, and most of the other currencies depreciated against the US dollar.The US dollar index rose 0.9%to 105.97, the euro depreciated 0.6%against the US dollar, the pound depreciated by 0.9%against the US dollar, the yen depreciated by 2.4%against the US dollar, and the Canadian dollar depreciated 0.6%.
2. In terms of encryption: BTC exceeded the $ 100,000 mark on December 5th to complete a new high test.It is currently continuing to build the bottom near $ 100,000, and the high probability of testing a new high in the future.
3. The layout of the layout: Meme narrative is still strong. At present, there are signs of overflowing from the SOL ecology. Both ecology and SUI ecology have begun to appear in the MEME boom; in addition, due to Trump’s friendly statement for DEFI and DEPIN, BelleThe good performance of a series of DEFI and DEPIN projects invested by Germany, the above two tracks began to usher in the true rotation boom in the true sense.This is also matched with the flow of funds from the mainstream currency to ecological coins per cycle.
Second, hot market news
2.1 Trump promises that Bitcoin and cryptocurrencies will flourish in the United States, and said that DEPIN use cases will legalize cryptocurrencies
The United States elected President Trump attended the annual party of Blockchain Association and delivered a speech: affirming the efforts made by BlockChain Association for the legislative legislation of the United States;In the list; promise to ensure that Bitcoin and cryptocurrencies flourish in the United States.
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2.2 NANSEN: In 2025
According to NANSEN analysis on the chain analysis platform, in 2025, the encryption industry may go through the surge in the interest of institutions for listing and encrypted products. Bitcoin may become part of the default balancing asset allocation between asset management companies and pension funds.In the short term, the market after the general election is the health rotation between cryptocurrencies. The environment in December is generally positive, but as the new US government takes office, the volatility may be in January next year.Integrated.
2.3 SUI section Meme concept is hot
Meme is still hot, and the maximum increase of animal Memecoin Axol on SUI has increased by up to 1034%, and the current market value is about $ 68 million.And the maximum increase of AI Memecoin ARC, who was born five days ago, rose by up to 612%, and the current market value is about $ 11 million.The market value of FARTCOIN, which has a strong increase last week, has surpassed Goat. The market value of the AI Meme sector ranked to the second place, and the first place was still AI16Z.
2.4 RWA’s total market value exceeded $ 14 billion
According to data from RWA monitoring platform RWA.XYZ, the total market value of RWA exceeded $ 14 billion, an increase of 5.56%in the past 30 days, a record high.The RWA field is definitely one of the best in 2024. Recently, the Trump family encryption project World Liberty has bought a lot of non -stable currency assets, half of which is DEFI head application, half of RWA assets.RWA decentralized stable currency USUAL’s trading before Binance is also very active. It is nearly doubled from the time before the trading before the listing.
3. Regulatory environment
The process of promoting cryptocurrencies in various EU countries has also followed up. In the European Parliament (MEP) French member Sarah KNAFO urged the European Union to establish a strategic Bitcoin reserves. She believes that the EU’s current financial strategy has led member states to the rapid development of the currency pattern (especiallyThe United States -led encryption supports the government) is in an unfavorable position, and has criticized the existing regulatory measures to be too strict.At the same time, Deutsche Bank tried to solve the obstacles of public blockchain, and the pilot project Project Dama 2 was included in L2.
