Crypto Market Weekly Report: The Year of the AI Revolution Has Arrived, 90% of On-chain Transactions Will Be Completed by Smart Agents

This week, the crypto market has shown a wide range of fluctuations, with the market sentiment index dropping to 10%, entering the extreme fear zone. The market capitalization of stablecoins continues to grow, indicating that institutional funds are still entering the market. The failure to promptly introduce cryptocurrency policies after Trump's inauguration is a major factor affecting market sentiment. Although Trump subsequently issued the cryptocurrency bill and repealed SAB-121, it has not significantly boosted the market. Most tokens have declined more than the overall market, and the overall performance of Altcoins is weaker than the benchmark index.

DeFi Ecosystem Development

The DeFi sector performed remarkably, with TVL increasing by 0.56% to $53.8 billion, marking two consecutive weeks of positive growth. The rise in the prices of underlying assets and project incentive points have driven a general increase in on-chain APY, with projects like Sumer.money and Meteora showing impressive TVL performance, indicating that investors are refocusing on the fundamental returns of DeFi.

Development of AI Track

Affected by Trump's announcement of a $500 billion AI infrastructure plan, the total market value of the AI sector reached $41.9 billion, but then pulled back. Virtuals Protocol, Swarms, and others continue to promote technological innovation, laying out self-trading agents, multi-agent collaboration frameworks, and infrastructure. The application of TEE technology and the emerging narrative of the agent economic system are attracting attention.

According to Messari's prediction, by the end of 2025, 90% of on-chain transactions will be completed by AI agents. These intelligent agents can make micro-payments based on real-time data, optimize liquidity pools, and allocate rewards to achieve more efficient and intelligent operations. The crypto market is entering the AI era.

Public Chain Ecosystem Performance

Solana and Tron performed outstandingly, especially Solana, which benefited from the issuance of the TRUMP token, with the on-chain stablecoin supply reaching a new high of $10.138 billion. Emerging public chains like Sonic, Core, and BSquared continue to innovate in the DeFi and AI fields, demonstrating good ecological development potential.

Future Market Outlook

Next week, the market will focus on the Federal Reserve FOMC meeting, PCE price index, and tech stock earnings reports. The market is expected to remain volatile, but investors are optimistic about the opportunities brought by clearer encryption policies after February. The DeFi and AI sectors are expected to continue benefiting from improved fundamentals and policy support, and competition in the public chain ecosystem will further intensify.