According to GMCI, the value of gaming and L2 projects declined in 2024, while sectors like L1 tokens, memecoins, and DePIN showed growth.
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Sui achieved a groundbreaking milestone by doubling its TVL to $2 billion in just three months, as per DefiLlama.
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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?
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?
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Drift Protocol reached a historic $1 billion in TVL, showcasing Solana’s growing dominance in the DeFi sector.
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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.
– 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.
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Last week, Solana AI-related projects drove $4 billion in trading volume, accounting for 10% of the total trading volume.
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Internet Computer showed the highest fee growth in 2024, but its total fees remain only 1% of Solana’s.
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AI agents drive the crypto market despite high volatility.
Glassnode's map shows trends like $VIRTUAL heating up (2.00 profitability, 0.58 profit-taking) and $PAAL cooling down (1.06 profitability, 0.55). $BOTTO's low profit-taking (0.27) signals growing interest.
Glassnode's map shows trends like $VIRTUAL heating up (2.00 profitability, 0.58 profit-taking) and $PAAL cooling down (1.06 profitability, 0.55). $BOTTO's low profit-taking (0.27) signals growing interest.
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Avalanche’s 90% gas fee reduction from its December's upgrade brought in 150,000 new wallets, nearing its 2023 highs.
The majority of the wallets are active on bridges or DeFi protocols.
The majority of the wallets are active on bridges or DeFi protocols.
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Be early series: New watchlist for January
This has become a nice tradition: Every month I compile for you a list of early stage protocols to watch. This time, my focus is entirely on the AI space.
Here’s your Substack link.
This has become a nice tradition: Every month I compile for you a list of early stage protocols to watch. This time, my focus is entirely on the AI space.
Here’s your Substack link.
Stacy in Dataland
Be Early: January 2025 Curated List, AI in Focus
"Be Early" watchlists continue to highlight innovative projects shaping the tech landscape. This January, I've curated a selection of new AI early-stage protocols to add to your watchlist.
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Key sectors on Solana in the past 7 days include DEX, derivatives & infrastructure, and gaming/staking/NFTs.
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