Weekly Highlights: A Review of Hot Topics in the Web3 Field

Macroeconomic Trends

The impact of Trump's tariff policy on the cryptocurrency market has sparked widespread discussion. Some analyses suggest that this may signal the end of the Kondratieff cycle and drive a qualitative leap for Bitcoin.

The "2025 Artificial Intelligence Index Report" released by Stanford University shows that AI technology is becoming more efficient, more accessible, and more affordable. Notably, Asians hold a relatively optimistic attitude towards AI technology.

The U.S. Securities and Exchange Commission (SEC) has released guidelines on "Securities Offerings and Registrations of Crypto Assets," providing clear guidance for projects intending to issue tokens and raise funds in compliance with U.S. regulations.

A monthly outlook report from a well-known trading platform predicts that the cryptocurrency market may be entering a new round of "winter." The market is expected to stabilize in the late second quarter of 2025 and experience a rebound in the third quarter.

AI and MEME Dynamics

A marketing campaign for a MEME coin initiated by a certain Layer 2 network has sparked controversy, but unexpectedly staged a "V-shaped reversal". This event reflects the complex interaction between on-chain culture and market sentiment.

The market analysis of Solana ecosystem MEME coins shows that there are traces of large investors' operations behind projects that have recently experienced significant price increases. This has led people to ponder whether the MEME bull market has truly returned.

AI Agent technology is ushering in new developments, with protocols such as MCP, A2A, and UnifAI forming a new interactive infrastructure, upgrading AI Agents from mere information push to execution application tools.

Investment Opportunities

Gold prices continue to reach new highs, and gold-related projects on the blockchain are also attracting attention. Investors may consider exploring gold assets in the cryptocurrency market.

Stablecoin users also have the opportunity to participate in airdrops. Several potential projects that allow participation using stablecoins have emerged in the market.

The emerging asset protocol Alkanes in the Bitcoin ecosystem has attracted attention, with its first token price increasing by more than 10 times. This reflects the potential for innovation in the Bitcoin ecosystem.

Industry Hotspots

The Trump team is formulating cryptocurrency-friendly regulatory policies and plans to overturn the existing government's related restrictions. This could have a significant impact on the industry's development.

The MANTRA (OM) project has experienced a dramatic price drop, leading to a significant reduction in market capitalization. This incident has exposed many issues behind the project and sparked reflections in the market regarding governance and trust.

ZKsync confirmed that it encountered a security incident, with approximately $5 million worth of ZK tokens stolen. This once again highlights the importance of security management in cryptocurrency projects.

A well-known exchange has announced the launch of commission-free trading services for U.S. stocks and ETFs for certain U.S. users, indicating the trend of integration between traditional finance and the cryptocurrency industry.

Ethereum founder Vitalik emphasizes the importance of privacy for freedom, order, and progress, raising industry attention on the development of privacy protection technologies.

Federal Reserve Chairman Powell stated that future bank regulations related to cryptocurrencies may be "loosened," which could bring new development opportunities for the crypto industry.