Ethereum's relevance was under pressure in 2024, with competitors outpacing its innovation and raising doubts about its leadership and vision for decentralization.

The delayed Dencun upgrade missed key opportunities, as trends like the meme coin craze had already shifted to Solana.

The master list of potential TGEs in 2025 ↓

Blockchains:
• Linea | Probability ▨▨▨▨⛶
• Base | Probability ▨⛶⛶⛶⛶
• Monad | Probability ▨▨▨▨▨
• Berachain | Probability ▨▨▨▨▨
• Story Protocol | Probability ▨▨▨▨⛶
• Sonic | Probability ▨▨▨▨▨

BTCfi:
• Babylon | Probability ▨▨▨▨⛶
• Solv | Probability ▨▨▨▨▨
• Lombard | Probability ▨▨▨⛶⛶
• Ignition | Probability ▨▨▨⛶⛶
• Corn | Probability ▨▨▨▨⛶

Infrastructure:
• Particle | Probability ▨▨▨▨▨
• Pumpdotfun | Probability ▨▨▨▨⛶
• Symbiotic | Probability ▨▨▨⛶⛶
• Karak | Probability ▨▨▨⛶⛶
• Rabby | Probability ▨⛶⛶⛶⛶
• Sentient | Probability ▨▨⛶⛶⛶

DeFi:
• KelpDAO | Probability ▨▨▨▨▨
• Spark | Probability ▨▨▨▨⛶

NFTs:
• Azuki | Probability ▨▨▨▨▨
• Doodles | Probability ▨▨▨⛶⛶

Other:
• Polymarket | Probability ▨▨▨⛶⛶
• Kaito | Probability ▨▨▨▨⛶
• DeBank | Probability ▨▨⛶⛶⛶

What other projects you'd add to the list?

USDC transfers surged past $15T in 2024, propelled by Solana, Ethereum, and Base.

Solana dominated initially but saw a decline as MEV bot-driven trades waned.

The top 10 stablecoin transfer volumes of 2024 showcased Solana and Ethereum leading the way, with emerging chains like Base making significant gains:

• Solana – $10.5T
• Ethereum – $7.8T
• Tron – $5.4T
• Base – $2.3T
• BNB Chain – $899B
• Arbitrum – $704B
• Polygon – $255B
• Avalanche – $246B
• Optimism – $228B
• TON – $38.7B

Finding quality and helpful content on CT is not easy.

To simplify this quest, I've joined @curatedcrypt0 as a core contributor.

Here's the simple idea:

• @curatedcrypt0 aggregates the most valuable content daily in research, news, and investment categories.

• Once a week, there's a comprehensive newsletter with insights for everyone, from traders to airdrop farmers.

Make sure to follow @curatedcrypt0; you won't regret it.

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Grayscale Research unveiled their Q1 picks for high-growth potential tokens, based on upcoming catalysts and market trends.

• Newly added: HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS.

• Removed: TON, NEAR, Stacks (STX), Maker (SKY; MKR), UMA, and CELO.

Binance reached $31B in stablecoin reserves, a fivefold increase from June 2023.

This growth reflects heightened buying pressure and active investor positioning.

In 2024, Tron processed 749.5 million USDT transfers, averaging 2.05 million daily.

The total transfer volume hit $5.46 trillion, marking a 48% increase from 2023.

During the last few weeks, I’ve been obsessed with thoughts about our AI-centric future.

The more I think about it, the more unanswered questions keep surfacing.

Here’s an article from me on our AI Future.
Not much crypto related, but impotrant nevertheless.

A selection of interesting research from this week. Enjoy reading! ✨

General
➖ 4pillars: Interop 3.0 - Fundamental is Built, Its Time for Application
➖ The Defiant: Tokenization in 2025: Navigating the New Frontier of Real-World Assets
➖ Galaxy: Bitcoin Miners Powering the AI Revolution
➖ Galaxy: Weekly Top Stories - 1/3

Market
➖ Binance: Monthly Market Insights - January 2025

Blockchains & networks
➖ 4pillars: The Most Important Infra of AI Agent Personalization: Nillion

GameFi & NFTs
➖ Footprint: Web3 Gaming in 2024: Sidelined in the Crypto Boom?

New funding rounds kick off January with innovation:

– AlloyX: Next-gen payment infrastructure.
– JAN3: Accelerating hyperbitcoinization with Bitcoin and Layer 2 tech.
– ZKcandy: Ethereum-based gaming network by iCandy.
– Wave: GameFi and DeFi apps for quick money.
– TONCASH: Telegram cashback platform rewarding in BTC, TON, or USDT.

For the first time in history, spot trading volume on decentralized exchanges exceeded 20%.

As quantum technology advances, it could disrupt Bitcoin mining and private key security.

Quantum computers could speed up hash finding, challenging network security, and Shor’s algorithm might allow private key extraction from public ones, especially for P2PK addresses.