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BITWISE PREDICTS 2025 AS YEAR FOR CRYPTO IPO — KRAKEN, CIRCLE TO GO PUBLIC

Bitwise's 2025 predictions forecast that major crypto firms including Circle, Kraken, and Anchorage Digital will go public, while speculating that Bitcoin could reach $200,000-$500,000 and Ethereum to hit $7,000. The report anticipates significant institutional adoption through spot Bitcoin ETFs exceeding current year's $33.6 billion inflows, projects Coinbase to enter the S&P 500 with a share price of $700, and predicts the stablecoin market will double to $400 billion, while also forecasting a new wave of AI-driven memecoin activity and growth in tokenized real-world assets to $50 billion.

CIRCLE AND BINANCE ENTER STRATEGIC PARTNERSHIP

Circle and Binance have announced a strategic partnership to drive global adoption of USDC and crypto. Binance will integrate USDC across its products (reaching over 240M users) and adopt it for corporate treasury operations. This collaboration aims to improve stablecoin and crypto infrastructure for everyday finance and commerce while leveraging Circle's technology and Binance's expansive platform and regulatory advancements.

HYPERBOLIC: CULTIVATING THE OPEN AND ACCESSIBLE AI ECOSYSTEM

Hyperbolic has developed a GPU marketplace and inference services platform, partnering with major organizations like Quora, Hugging Face, and leading universities to provide verifiable, high-performance AI infrastructure. It envisions creating an “AI Rainforest” where resources are shared symbiotically, focusing on making AI compute more accessible while implementing novel verification protocols like Proof of Sampling.

COSMOS IS EXPANDING: SKIP JOINS THE INTERCHAIN FOUNDATION

The Interchain Foundation (ICF) has acquired Skip, now renamed Interchain Inc., as its main subsidiary, transitioning to centralized development. With 115+ mainnets and $1B in monthly IBC volume, ICF aims to 100x ecosystem liquidity via initiatives like enhancing user experience, onboarding liquidity, and unlocking staked assets, amid leadership changes including Ethan Buchman's exit.

AI AGENT TAKEAWAYS

AI agents, now valued at over $10 billion in market cap, go beyond tokens and tweets by integrating advanced decision-making capabilities that allow them to execute actions both on-chain (like deploying tokens) and off-chain (such as posting on social media). With frameworks like ai16z's Eliza enabling memory management and autonomous decision-making, these agents might redefine how we interact with technology and the internet.

2025 TO BE THE YEAR OF DEPIN CHAIN WARS

The 2025 "DePIN Chain Wars" will see emerging blockchain ecosystems like Base challenge Solana's dominance in decentralized physical infrastructure networks (DePIN). With strong UX, liquidity, and Coinbase's backing, Base is attracting projects like DIMO and positioning itself as a major player in this rapidly growing sector.

LEANING INTO THE DLP MARKET CAP MOMENT

Vana, a platform for DataDAOs (Data Liquidity Providers), aims to create marketplaces where users can monetize their personal data through secure sharing mechanisms. While the platform emphasizes data sovereignty, widespread adoption will likely be driven by market capitalization momentum, similar to the recent success of AI agent tokens, rather than ideological appeals to data ownership. The ecosystem, exemplified by projects like r/datadao, which allows Reddit users to monetize their content data, is positioned to potentially experience growth through token incentives and improved user experience, with key metrics focusing on the number of new DataDAOs, user onboarding rates, and total market capitalization.

SHARED PRIVATE STATE: THE HTTPS MOMENT FOR BLOCKCHAIN TECHNOLOGY (PART 1)

Shared private state is a new architecture that allows for encrypted yet verifiable data handling while maintaining decentralization. It is powered by programmable cryptography advances, including Fully Homomorphic Encryption and Multi-Party Computation, which allow for computation on encrypted data while preserving privacy. The innovation addresses blockchain's current public-by-default limitation, potentially enabling new forms of secure collaboration and expanding the scope of decentralized applications by allowing sensitive data to be processed on-chain without exposure.

ACTIVE LOANS ON EULER INCREASE

Active loans on Euler Finance have increased by ~40x in the past 90 days, alongside a ~5x increase in monthly active users.

ONCHAIN PHYSICAL INFRA LIVE ON BASE IN 2025

Onchain physical infrastructure launching on Base in 2025 will enable composable networks, like DIMO, to have cars powered by daylightenergy and WorldMobileTeam, where each building block amplifies the ease and scalability of the next.

UPDATE TO ELIZA'S CODEBASE

The ai16zdao team is prioritizing improvements to Eliza's codebase by improving code quality, stability, plugin modularity, testing, and documentation, with new plugin additions temporarily on hold to ensure a cleaner, more robust foundation for future AI agent development.

IDENTIFYING SCAM TOKENS

Rabby Wallet helps protect users from scam tokens by flagging malicious contracts designed to steal assets, providing warnings before transactions to safeguard funds.

MICROSOFT SHAREHOLDERS VOTE ‘NO' ON BITCOIN RESERVE

Microsoft shareholders rejected a proposal to allocate 1-5% of profits to Bitcoin reserves. The board cited Bitcoin's volatility as one reason to stop the proposal. The proposal, driven by the National Center for Public Policy Research (NCPPR), highlighted the potential benefits of Bitcoin adoption but relied heavily on a “fear of missing out” argument.

TRUMP "IS GOING TO BE VERY FOCUSED ON THE PRICE OF BITCOIN" - AXIOS

A source close to Donald Trump's transition team claims he plans to monitor Bitcoin prices closely, viewing it as a "stock market" alternative. Trump is reportedly eyeing a potential Bitcoin surge to $150K early in his presidency.

COINBASE'S PROJECT DIAMOND STRATEGICALLY INTEGRATES THE CHAINLINK STANDARD TO SCALE INSTITUTIONAL ADOPTION OF DIGITAL ASSETS

Coinbase's Project Diamond has integrated Chainlink's infrastructure to improve the scalability, interoperability, and compliance of its digital asset platform for institutional users. This collaboration enables tokenized assets to seamlessly interact across public and private blockchains, leveraging verifiable data and cross-chain connectivity to drive institutional adoption and streamline asset lifecycle management.

DIMO IS MIGRATING TO BASE

DIMO will migrate its protocol to Base in 2025, aiming to use Base's enterprise credibility, robust DeFi ecosystem, and performance secured by Ethereum to scale its web3 solutions for the global auto industry. This move will look to modernize car payments, tokenize ownership, and integrate smart contracts for seamless innovation. The migration is subject to a later governance vote by DIMO token holders.

NEW SOPHISTICATED SCAM TARGETING CRYPTO USERS THROUGH FAKE TELEGRAM GROUPS

A new crypto scam targets users via fake Telegram groups impersonating influencers, tricking them into running malicious verification bots that inject malware to steal crypto keys. Protect yourself by avoiding suspicious links, verifying official channels, and using hardware wallets.

PRIVACY ISN'T JUST A FEATURE IN CRYPTO

Privacy is poised to revolutionize crypto, AI, and institutional adoption, acting as the key to unlocking trillions in capital and enabling private, secure applications. A new report highlights the Crypto Privacy Stack, privacy-enhancing technologies, and protocols like Nillion that are paving the way for this transformation.

GOLDMAN SACHS CEO SAYS FIRM COULD CONSIDER BITCOIN, ETHER TRADING IF US REGULATIONS SHIFT

Goldman Sachs CEO David Solomon stated the firm would consider trading BTC and ETH if U.S. regulations change, expressing interest in the growing demand for crypto-related products. He highlighted the speculative nature of these assets and noted the potential for regulatory changes under the incoming administration.

JUDGE CANCELS EX-CELSIUS EXEC SENTENCING AFTER ALEX MASHINSKY PLEA DEAL

The sentencing of former Celsius chief revenue officer Roni Cohen-Pavon has been postponed until after ex-CEO Alex Mashinsky's sentencing in April 2025, following Mashinsky's plea deal with U.S. prosecutors. Cohen-Pavon, who pleaded guilty to multiple felony charges, has provided information potentially relevant to Mashinsky's case which could impact the former CEO's sentencing.

MORE ETH IN ETFS THAN IN L2S

Ethereum locked in ETFs (2.64% of total supply) has passed that in L2s (2.57%), with Grayscale holding about half of the ETF allocations, highlighting ETFs' growing role in ETH supply dynamics.

CRYPTO'S POWER TO ENABLE THE CREATION OF NEW MARKETS

Crypto's transformative power lies in its ability to create new markets.

ETHEREUM'S FUTURE

Ethereum's bright future is fueled by the Ethereum Foundation's innovations, like EIP-1559 and chain abstractions, but challenges like scaling and L1 vs. L2 priorities remain.

RECAPPING THE BENEFITS OF THE MOONWELL CARD

The Moonwell Card enables seamless spending for crypto investors and unbanked users, allowing instant borrowing against assets like Bitcoin or staked Ethereum without taxable events and auto-loading from USDC vaults to earn while transacting globally.

BMX ENTERS INTO A DATA PARTNERSHIP WITH TOKEN TERMINAL

BMX, a rising derivatives exchange on Base and Mode Network, has partnered with Token Terminal to enhance transparency and data reporting.

BROOKLYN DA SHUTTERS 40 NFT SCAM SITES AFTER ARTIST LOSES $135K

The Brooklyn District Attorney's office dismantled 40 fake NFT marketplace websites after an 85-year-old artist was scammed out of $135,000 by fraudsters posing as art dealers using a fake OpenSea-style platform. The investigation revealed a broader network of scams targeting artists, with funds traced to Nigerian accounts, and highlighted the importance of vigilance and using reputable platforms.

CRYPTO ETPS HIT RECORD $3.85B INFLOWS AS BITCOIN SMASHES $100K

Crypto investment products hit a record $3.85B in weekly inflows as Bitcoin passed $100K for the first time, with Bitcoin and Ethereum leading the surge at $2.5B and $1.2B in inflows, respectively. The milestone highlights growing institutional interest, driven by the historic launch of spot Bitcoin ETFs and renewed confidence in the crypto market.

EL SALVADOR PLANS TO EASE BITCOIN ACCEPTANCE REQUIREMENT TO UNLOCK $3 BILLION IN LOANS

El Salvador plans to make Bitcoin acceptance voluntary for businesses to secure ~$3.3B in loans from the IMF, World Bank, and Inter-American Development Bank. This policy shift aims to address IMF concerns over financial stability while enabling the country to close a $1.3 billion IMF loan, which will unlock more funding.

INTRODUCING MOONWELL CARD: PAY WITH CRYPTO

The Moonwell Card is a debit card that integrates on-chain assets with real-world spending, allowing users to spend crypto like cash through features such as automated top-ups, borrowing against collateral, and Apple/Google Pay compatibility. With no annual fees, customizable security controls, and options like Auto Load, the card empowers users to maintain on-chain investments while enjoying a convenient, flexible, and secure payment experience in everyday life.

MOVEMENT LABS LAUNCHES $MOVE TOKEN

The Movement Network has launched its $MOVE token, marking a pivotal moment in its ecosystem. Participants can now claim $MOVE via Ethereum or wait for the Movement Network Mainnet to potentially receive a 1.25x multiplier. Trading is available on centralized and decentralized exchanges.

A COMPARATIVE ANALYSIS OF AI AGENT FRAMEWORKS: AIXBT, ELIZA, AND VIRTUALS

This article compares three leading AI agent frameworks - AIXBT, ai16z's Eliza, and Virtuals Protocol - and analyzes their unique strengths and limitations in terms of design, flexibility, and cost efficiency. AIXBT's custom system excels in trading, ai16z's open-source Eliza attracts developers, and Virtuals Protocol leads commercially with its profitable token model and cost-sharing approach. Virtuals Protocol's new G.A.M.E. Sandbox enhances flexibility, positioning it for broader adoption, while Eliza remains poised to become the go-to open-source solution for agent development.

MOST UNIQUE AND UNDERVALUED YIELD PROTOCOLS

Though many DeFi protocols have dozens of competitors, a few stand out as the clear market leaders or unchallenged as incumbents. Pendle Finance, which allows fixed rate yields or points-based yields on tokens, has been growing at an incredible rate, driven by the point farming meta. Fluid is an innovative DEX with high capital efficiency and LP APRs. Lombard is liquid-staked Bitcoin from Babylon, the EigenLayer of Bitcoin, and has an ongoing points program. EtherFi stands out as the leader in the LRT space with numerous indices and yield generation products.

STABLECOIN PAYMENTS: WHO ACTUALLY WINS?

The stablecoin payments ecosystem is segmented into seven distinct categories, with settlement rails and stablecoin issuers best poised to capture value through network effects and infrastructure development. While established issuers benefit from high interest rates, they must evolve to focus on infrastructure, compliance, and liquidity to maintain their competitive advantage. Value transfer/money service providers with proprietary infrastructure and direct banking relationships will likely form regional oligopolies, while API aggregators and consumer-focused stablecoin apps face increasing pressure from established fintech players and the commoditization of their services.

69+ PROJECTS TO BUILD FOR THE RISE OF AI AGENTS

RIOT PLATFORMS RAISING $500M TO BUY BITCOIN AMID PRICE SURGE

Riot Platforms plans to raise $500M through a private bond offering to purchase additional Bitcoin, joining other major players in acquiring BTC at near all-time high prices.

MICROSTRATEGY ACQUIRES ANOTHER 21,550 BITCOIN FOR ROUGHLY $2.1 BILLION

MicroStrategy purchased 21.55K bitcoin for $2.1B between December 2 and December 8 at an average price of $98,783 per coin, bringing its total holdings to 423.65K BTC acquired for ~$25.6 billion.

THE TIME WILL COME WHEN EVERY BUSINESS USES CRYPTO

Just as internet businesses have become mainstream, crypto will evolve to be a crucial part of every business, marking the start of a new era where not using crypto will be a competitive disadvantage.

WHY VCS INVEST IN WEB3 PROJECTS

VCs often invest in Web3 token projects not for profitability or product-market fit, but to capitalize on hype and marketability, knowing retail investors will buy tokens at higher valuations during token generation events (TGE).

WHAT TRUMP'S NEW AI AND CRYPTO CZAR DAVID SACKS MEANS FOR THE TECH INDUSTRY

David Sacks, a prominent venture capitalist and tech entrepreneur, has been appointed as Trump's "AI & Crypto Czar," signaling a pro-industry shift in the administration's approach to AI and cryptocurrency. While Sacks' role promises innovation-friendly policies, critics worry about potential conflicts of interest and lack of oversight due to his ties to Silicon Valley and crypto investments.

CZECH GOV'T MOVES TO EXEMPT CRYPTO HELD FOR 3+ YEARS FROM BEING TAXED

The Czech Republic is advancing legislation to exempt crypto held for over three years from capital gains tax and to eliminate tax reporting for transactions under $4,200 annually. These changes, aligned with the EU's MiCA framework, aim to bolster the country's crypto sector and simplify small-scale crypto usage.

KEY ABSTRACTION: MOVING BEYOND BUZZWORDS

Account Abstraction is evolving beyond simple gas fee abstraction to enable sophisticated programmable key management systems, with multiple approaches emerging for different use cases. This article outlines key innovations, including Passkeys with secure enclaves, MPC-based solutions, and session keys, highlighting how they can be combined to create more secure and user-friendly wallet experiences. Role-based access and key rotation and moving past 12-word seed phrases are particularly exciting developments.

INTRODUCING SENTIENTMARKETCAP

SentientMarketCap is the first analytics platform for the AI agent ecosystem. The platform provides detailed social and token metrics for AI agent projects on Solana and Virtuals along with specific infrastructure tracking for frameworks. Much like the NFT boom of 2021, AI agents represent a fundamental shift in crypto, regardless of whether the speculation continues to increase or decrease.

TOP 10 ALPHA TWEETS OF THE WEEK

This compilation of key crypto market insights from the past week highlights strong bullish sentiment driven by Trump's victory, record-high onchain Bitcoin demand, and increasing retail participation. Macro tailwinds support further upside but investors should be cautious about making common bull market mistakes. Market observers are particularly focused on asymmetrical opportunities and positioning strategies as it is believed we are heading into a 2025 bull market.

CRYPTO HAS REACHED ESCAPE VELOCITY

Crypto has reached a critical adoption point, with five assets passing $100B in market cap and a combined valuation of $3T, while unique addresses holding crypto have grown tenfold in four years to nearly 1B. Transaction volumes, stablecoin supply, active users, and revenues are all at all-time highs, demonstrating the increasing utility, accessibility, and economic activity across decentralized applications and networks.

ELIZA CONTINUES TO GROW RAPIDLY

The open-source framework eliza ($ai16z) has become the leading standard for AI agents, driving wallets, social integrations, and customizable apps with exponential growth in adoption. It averages 9 daily pull requests and is trending as a top GitHub repository. eliza has established itself as the infrastructure layer for next-gen AI ecosystems.

HACKED CARDANO FOUNDATION X ACCOUNT POSTS FAKE TOKEN, FALSE SEC LAWSUIT NOTICE

Cardano Foundation's X account was hacked on Sunday. The unknown hacker posted a fake Solana-based Cardano token and later falsely stated that there was an SEC lawsuit against the foundation. The hacker's attempt to decrease ADA's price may have had some impact on its 3.8% decrease on Sunday.

RAPID GROWTH ON BASE

Users on Base have now deposited ~$4B into applications on the network, an approximate 15x increase from ~$300M at the start of the year, reflecting a rapid growth in adoption and activity.