Latest Developments in the Web3 and AI Fields

Macroeconomic Environment

Microsoft shareholders rejected a proposal for Bitcoin investment. The proposal suggested allocating 1% of the company's total assets for Bitcoin investment to hedge against inflation. Despite a speech from MicroStrategy founder Michael Saylor supporting the proposal, shareholders ultimately chose to back the board's position and rejected the proposal. This indicates that institutional investors remain cautious about cryptocurrency investments.

MicroStrategy is expected to join the Nasdaq 100 Index on December 23. Analysts predict that ETFs tracking the index may purchase about $2.1 billion worth of MicroStrategy stock. The company is expected to become the 40th largest component of the index, with a weight of 0.47%.

Development in the Web3 Field

AI meme tokens on the Solana chain are performing remarkably. ALCH (Alchemist AI) has a market capitalization exceeding $150 million, reaching an all-time high. ai16z's market cap has also surpassed $800 million, with a 24-hour increase of 52.4%. DEGENAI saw over a 70% increase in the last 24 hours. The strong performance of these tokens reflects the market's ongoing enthusiasm for AI and meme tokens.

A certain trading platform has launched a new memeFi platform Goose.run on the Base chain, aiming to bring DeFi into the memecoin field. The platform integrates multiple functions such as a meme coin launchpad, leveraged trading, and non-liquidation lending, providing users with more use cases and profit opportunities.

Hot Projects

The Meme coin CULT, launched by Milady founder Charlotte Fang, has officially gone live, sparking market discussions. After launching, CULT's market cap briefly reached $1.2 billion before pulling back. The way to claim CULT is quite unique, requiring participation in games such as answering questions and drawing. Although there is a gap compared to other well-known NFT projects, CULT's future development is still worth paying attention to.

Sector Rotation

According to the data, the AI-related sector is performing strongly and has become the focus of market attention. Several AI meme tokens have reached new highs, reflecting investors' continued optimism about this field. At the same time, new platforms that combine DeFi and Memecoin are also attracting attention, showing the market's interest in innovative models.

Overall, the trend of integration between AI, DeFi, and meme coins is strengthening, bringing new development opportunities and challenges to the Web3 field. While investors pay attention to these hotspots, they should also be mindful of risk management and view market fluctuations rationally.