Key Market Insights Discrepancy on January 8th - A Must-See! | Alpha Morning Report

By: blockbeats|2025/01/08 10:30:03

Top News

1.Aave V3 has been deployed to the Aptos testnet, marking the first deployment on a non-EVM network

2.Hyperliquid releases 2024 summary: daily trading volume up 15x, open interest up 24x

3.BIO: Six new categories of IP tokens are now trading, covering areas such as Alzheimer's, ovarian aging, and more

4.US CFTC Warns of Regulatory 'Blank Space' in Cryptocurrency and Political Prediction Markets

5.Probability of the US Fed maintaining interest rates in January is 95.2%

Articles & Threads

1. "Counting the Five Major Trends in the AI Wave: The Future Will See 1 Billion Agents On-Chain"

Original Article by: Azuma, Odaily Planet Daily

AI is the theme of this era, and many believe it is a race that will continue to exist and evolve. Conversely, there are many valid criticisms, arguing that most AI Agents today are superficial and that we still need 3-5 years to make this technology more meaningful. As a preface, the category of Crypto x AI projects spans several levels. The true technical prospects of Crypto x AI are mostly related to better reasoning through Crypto-economic incentives or providing decentralized access to computing. This article by Delphi is a good starting point to understand the entire stack.

2. "Michael Saylor Announces Intention to Burn All Bitcoin Private Keys After Death: Contribution to Global BTC Holders"

Original Author: James, BlockTempo

As the new year arrives, MicroStrategy, a U.S. publicly-listed company and a dominant Bitcoin holder, continues to steadily accumulate Bitcoin. MicroStrategy's co-founder, Michael Saylor, shared a tweet on the 5th unveiling the MicroStrategy Bitcoin holdings data tracked on SaylorTracker.com. This is Michael Saylor's ninth consecutive week of releasing MicroStrategy's Bitcoin holdings data tracking data. However, this time is different from before, as he explicitly stated that "some parts of the website are not quite accurate," strongly indicating that MicroStrategy has once again increased its Bitcoin holdings.

24H Top Projects (‼️High Rug Risk‼️)

Daily new projects or community attention dynamics, sorted and ranked by X Alpha account follow count and growth

Data Source: getmoni.io

BlockBeats Note: The following are early-stage projects with relatively few followers, with extremely high Rug and contract risks. Participation requires caution and is not investment advice

1.Conjure AI (@conjureai)

Conjure is a platform for AI developer agents.

Key Market Insights Discrepancy on January 8th - A Must-See! | Alpha Morning Report

2.PrismAI ⚡$prism (@PrismAiagent)

AI agents for memecoins. Real-time search + trade insight knowledge graph systems.

3.HYPE3.cool (@hype3agent)

First on-chain IP agent framework.

Market Data

Daily market overall capital heat level (reflected by funding rates) and token unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocking

In Q1 2026, the total financing amount in the primary cryptocurrency market was $4.59 billion, a significant decrease of 46.7% compared to the previous quarter, with 170 financing events, a decline of 14.2% quarter-on-quarter, indicating that the market as a whole has entered a significant contracti...

USDC is the only AI token

Don't be harvested by AI proxy tokens: A deep dive into why stablecoins are the only true master of the AI economy, with the ultimate answer behind the 18 trillion settlement amount hidden in software autonomous operation enterprises.

The voice of a senior Polymarket user: In fact, we have already been surpassed by our competitors

The former track definers are now becoming followers of their competitors' pace. The era of startup makeshift platforms is over; please present a financial-grade platform as it should be.

Transcript of Dr. Han, founder of Gate, speaking at the University of Hong Kong: Breaking the Matthew Effect and Winning in Asymmetric Competition

Gate CEO Dr. Han appeared at the University of Hong Kong to deliver a keynote speech on the theme of "Breaking the Matthew Effect," revealing the essence of unfair competition in the cryptocurrency market, and emphasizing that only by establishing a first-mover advantage and independent thinking ear...

Who will replace AAVE as the new king?

Morpho and JupLend are narrowing the gap, but is this a true disruption or an illusion caused by external shocks? Looking back at the three phases of lending on Ethereum and Solana, the answer may be surprising.

Fu Peng 2026 First Public Speech: What Exactly Are Crypto Assets? Why Did I Join the Crypto Asset Industry?

The advancement of technology is driving the transformation of finance, and crypto assets are at the center of the storm.

Lattice Capital Founder: Crypto VC, Seeing is Believing Because of Faith

"If you believe that this industry will grow 100 times in the future, with less competition and lower valuations, then now is the right time to invest. This is the path we have chosen."

The Pitch Is Set. So Is the Trade: CHZ, SportFi, and the UCL Window That Won't Wait

CHZ is gaining momentum as SportFi narratives accelerate alongside the UEFA Champions League（UCL） and global football cycles. This article explores how CHZ, fan tokens, and the broader SportFi ecosystem are driven by real-world events, market narratives, and capital flows—offering insights into why SportFi is emerging as one of the most dynamic sectors in crypto.

Morning Report | SpaceX acquires Cursor for $60 billion; Kalshi and Polymarket launch perpetual contract trading; NeoCognition completes $40 million financing

Overview of Important Market Events on April 22

IMF | The Future of Stablecoins and Payments: Evidence from Financial Markets

IMF deep report reveals the impact of stablecoin regulation: the US "Genius Act" triggers a $300 billion market earthquake for payment giants, with cross-border payments being the hardest hit, and the industry landscape is facing a reconstruction of "disintermediation."