Market Trends and Hot Events

Macroeconomics

The US November CPI data was released, showing a year-on-year increase of 2.7% and a month-on-month increase of 0.3%. The core CPI remained at 3.3% year-on-year, with a month-on-month growth of 0.3%. These figures boosted market expectations for a possible interest rate cut by the Federal Reserve, with the probability of a rate cut exceeding 96%.

As a result, major U.S. stock indices rebounded across the board. The S&P 500 index rose by 0.8%, and the Nasdaq index surged by 1.77%, breaking the 20,000-point mark for the first time. Tech stocks performed strongly, with Tesla rising nearly 6%, and companies like Google, Meta, and Amazon hitting new highs. Cryptocurrency-related stocks also performed well.

Cryptocurrency Market

The cryptocurrency market is warming up overall. Bitcoin has risen by 4.5%, returning above $100,000, and Ethereum has surpassed $3,800. Altcoins are generally rebounding. Data shows that the net inflow of Bitcoin spot ETFs in the U.S. reached $223 million on the day, with over 970 million USDT flowing into centralized exchanges within 24 hours.

In the meme coin sector, multiple tokens have seen gains exceeding double digits. AI concept tokens such as NEAR, ICP, and Render have also achieved gains of over 10%, indicating the market's ongoing interest in emerging sectors.

Regulatory Trends

Former Republican CFTC Commissioner Brian Quintenz is seen as a leading candidate for the CFTC chairmanship. He currently oversees policy affairs in the digital assets division of a venture capital firm. If Quintenz is ultimately elected, it could signal a significant shift in cryptocurrency regulatory policy from the Trump administration.

Decentralized Scientific Development

The prestigious scientific journal "Nature" reported on the DeSci project ResearchHub. The platform incentivizes academic peer review through its native token RSC, with each paper review earning approximately $150 worth of tokens. Some researchers have stated that the income obtained through this method has exceeded their salaries at academic institutions.

After the announcement, the price of RSC surged by 22.7%, reaching as high as $1.04.

The field of decentralized science (DeSci) continues to attract attention. Google Trends data shows that related search interest reached a five-year high at the end of November. DeSci is addressing challenges such as funding shortages and data sharing in traditional science, with its application scope continually expanding.

The current total market capitalization of leading DeSci tokens has exceeded $1.2 billion, demonstrating significant development potential and market recognition.

Hot Projects

$arc is a Solana native project built on Rust, currently developing the Rig library for constructing scalable, modular LLM-driven applications. Its roadmap includes features such as multi-agent systems, specific agent platforms, on-chain operational capabilities, on-chain data reading, and integration with other agent networks.

Sector Rotation Analysis

According to data from Dune and Dot Labs, there have been changes in recent market hotspots and the performance within various sectors. The specific data shows the rise and fall of different sectors and tokens, reflecting current market investment preferences and capital flow trends.