Market Trends and Hotspot Analysis

Macroeconomic Environment

Goldman Sachs adjusts Fed rate cut expectations

Goldman's latest report lowered the expectation of the Federal Reserve's interest rate cut this year from 100 basis points to 75 basis points. The report indicates that the core Personal Consumption Expenditures (PCE) inflation for the annualized period from September to November last year was 2.5%, which is slightly higher than the 2.3% of the previous three months but lower than the year-on-year increase of 2.8%, showing a continued trend of declining inflation. Revised data from the Dallas Fed shows that the annualized PCE inflation for the period from September to November last year was 2.4%, with an inflation rate of 1.8% in November. The labor market is gradually tightening, and the annual wage growth rate has slowed to 3.9%. If productivity growth in the coming years is between 1.5% and 2%, it will be consistent with the 2% inflation target.

U.S. delays cryptocurrency tax reporting rules

The IRS has postponed the implementation of cryptocurrency tax reporting rules to December 31, 2025, providing brokers with more time to adapt. The new rules require the use of a First-In-First-Out (FIFO) accounting method for crypto assets starting January 1, 2025, unless other methods such as Highest-In-First-Out (HIFO) or Specific Identification (Spec ID) are chosen. This move is expected to benefit cryptocurrency holders on centralized finance (CeFi) trading platforms in 2025.

Hot Events

( The Syrian organization proposed to establish a Bitcoin-based banking system.

A Syrian NGO has urged the new government to consider establishing a banking system based on the Bitcoin network and related technologies. The organization pointed out in its policy proposal that such a system is crucial for accelerating national reconstruction and protecting the public from the effects of inflation and currency devaluation. The proposal aims to provide new solutions for countries facing economic difficulties, recommending that the government establish a comprehensive regulatory framework to legalize the trading and mining of Bitcoin and other digital assets, thereby promoting economic recovery. Additionally, it suggests digitizing the Syrian pound and considering support with assets including the US dollar and Bitcoin.

) Ethereum Weekly News announces shutdown

Ethereum Weekly News ( WiE ) Founder Evan Van Ness announced that WiE will officially cease operations on January 1, 2025. This decision stems from discussions with the leadership of the Ethereum Foundation ( EF ), which has significantly reduced its perception of WiE's value and will only provide nominal funding support in 2024. Van Ness mentioned that although there was an opportunity to continue operations through fundraising, he prefers to focus on other meaningful projects. He pointed out that WiE failed to find a sustainable business model, and advertising and sponsorship revenues are difficult to maintain. At the same time, he emphasized the issue of the Ethereum ecosystem being overly focused on code development and research while neglecting other important contributions.

( Elon Musk's name change causes market fluctuations

Elon Musk recently renamed his social media account to "Kekius Maximus" and used a PEPE frog as his profile picture, before reverting back to his original name and personal photo. This move has attracted the attention of the online community and had a significant impact on the cryptocurrency market. In particular, the KEKIUS token, which shares its name with his new title, saw its price surge dramatically in a short time before plummeting, demonstrating that the market is highly sensitive to Musk's actions.

Hot Project: T3AI

T3AI is a DeFi network protocol that combines AI, aimed at addressing the issues of excessive collateralization in loans leading to limited leverage investment and asset utilization in the DeFi ecosystem. The project introduces a dedicated AI agent as a trusted intermediary, ensuring loan repayment through dynamic risk management algorithms, while allowing users to freely invest, trade, or stake on-chain, achieving higher capital returns.

The T3 token distribution is 90.5% for free circulation and 9.5% for development rewards and community activities. 0.3% of loans are used as income, 80% for buybacks, 10% paid in T3AI tokens, and 90% paid in SOL or USDC. The project recently experienced a price surge, and the development team conducted large-scale sell-offs to cover infrastructure costs.

Market Sector Analysis

According to Dune and Dot Labs data, the current market hot sectors and their internal performance are as follows:

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![Web3 AI Daily Review (2025/1/2)]###https://img-cdn.gateio.im/webp-social/moments-4aa1943b29fd013a9311c93650ee7bee.webp(

![Web3 AI Daily Review (2025/1/2)])https://img-cdn.gateio.im/webp-social/moments-75d786ce64337644d05d9be6b9c1f93e.webp(

These data reflect the activity levels of various sectors in the current market and the attention of investors, providing a reference for investment decisions.