Crypto Assets Market Weekly Report

Market Overview

This week, the Crypto Assets market has shown a volatile trend, 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 low market sentiment is mainly influenced by policy expectations, with most tokens declining more than the overall market, and Altcoins performing overall weaker than the benchmark index.

The DeFi sector has performed outstandingly, with TVL increasing by 0.56% to $53.8 billion. This is primarily due to the rise in the prices of underlying assets and project incentive measures, with on-chain APY generally improving. Projects like Sumer.money and Meteora have shown impressive TVL performance.

The total market value of the AI sector reached 41.9 billion USD, but subsequently experienced a pullback due to sluggish market sentiment. Virtuals Protocol, Swarms, and others continue to drive technological innovation, focusing on autonomous trading Agents and multi-Agent collaboration frameworks. The application of TEE technology and the emerging narrative of the Agent economic system are gaining attention.

The focus of the Meme coin market is on the tokens TRUMP and MELANIA issued on Solana by Trump and Melania, causing other Meme coins to plummet significantly, demonstrating the market's high level of speculation.

In the public chain ecosystem, Solana and Tron stand out. Solana benefits from the issuance of the TRUMP token, and the on-chain stablecoin supply reaches a new high. Emerging public chains such as Sonic, Core, and BSquared continue to innovate in the DeFi and AI fields.

Hot Tracks

AI rise

With Trump's announcement of a $500 billion AI infrastructure plan, the AI sector experienced a rebound but then fell back. Various projects continue to promote technological innovation, mainly focusing on autonomous trading agents, multi-agent collaboration frameworks, and infrastructure construction. The application of TEE technology and the emerging narrative of the agent economy are gaining attention. It is predicted that by the end of 2025, 90% of on-chain transactions will be completed by AI agents.

DeFi track

The top five projects ranked by TVL growth are Sumer.money, Meteora, Silo Finance, Aura, and Pell Network. These projects promote ecological development through innovative mechanisms, strategic partnerships, and user incentives. Overall, the APY of DeFi projects has generally increased, attracting a return of funds.

Public Chain Performance

Sonic, Solana, Core, BSquared, and Tron have performed outstandingly. Sonic integrates Chainlink's cross-chain functionality and launches an AI hackathon. Solana benefits from the issuance of Trump tokens, with on-chain stablecoin supply reaching an all-time high. Core focuses on the BTC consumer chain ecosystem. BSquared is laying out the BTC native AI Agent ecosystem. Tron makes a high-profile appearance at Washington political events.

Market Outlook

Next week, the market will focus on events such as the Federal Reserve FOMC meeting, PCE price index, and earnings reports from tech stocks. The market is expected to maintain a volatile trend, but investors are optimistic about the opportunities brought by the clarification of policies after February. The DeFi and AI sectors are likely to continue benefiting from improvements in the fundamentals and policy support, and competition in the public chain ecosystem will further intensify.