US CPI data sparks market optimism as Bitcoin returns to $100,000 with renewed interest in DeSci concept.

1. Market Highlights

1. Market Trends

(1) Macroeconomic Environment

The US November CPI data was released, leading to a significant rise in tech stocks, with the Nasdaq hitting a record high. The data shows that the November CPI increased by 2.7% year-on-year and 0.3% month-on-month, both in line with or slightly above expectations. The core CPI remained at 3.3% year-on-year and grew by 0.3% month-on-month. This data has raised market expectations for a Federal Reserve rate cut, with the probability of a rate cut exceeding 96%.

As a result, major U.S. stock indices generally rose. The Dow Jones Industrial Average fell slightly by 0.2%, the S&P 500 rose by 0.8%, and the Nasdaq surged by 1.77%, breaking the 20,000-point mark for the first time. Tech giant stocks generally rose, with Tesla up nearly 6%, and Google, Meta, and Amazon reaching new highs. Crypto-related stocks also performed strongly, with MicroStrategy up over 9% and Coinbase rising nearly 4%.

(2) Web3 field

The cryptocurrency market has generally warmed up due to the impact of the US CPI data. Bitcoin rose by 4.5%, returning above $100,000, while Ethereum broke through $3,800. Altcoins have generally rebounded, recovering to levels before the previous day's decline. Data shows that the net inflow of Bitcoin spot ETFs in the US reached $223 million on the same day, with over 970 million USDT flowing into centralized exchanges within 24 hours, indicating active market trading.

The meme coin sector has performed remarkably, with several tokens increasing by more than 20%. AI concept tokens such as NEAR, ICP, and Render have also achieved gains of over 10%, reflecting the market's ongoing interest in emerging sectors.

2. Hot Topics

(1) Macroeconomic Environment

Former Republican CFTC Commissioner Brian Quintenz has become a leading candidate to head the U.S. Commodity Futures Trading Commission (CFTC), which could signal a significant shift in future cryptocurrency regulatory policy. Quintenz is currently responsible for digital asset policy at a venture capital firm. Although relevant parties have not officially responded to this news, it has already attracted widespread attention in the market.

(2) Web3 field

Globally renowned scientific journals have reported on the innovative model of 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 as a reward. A molecular biology consultant stated that his income from reviewing papers for ResearchHub has exceeded his salary while serving as a professor at an academic institution.

After the announcement, the price of the RSC token surged, increasing by 22.7% within 24 hours, reaching a high of $1.04.

3. Hot Topics Narrative

Decentralized Science (DeSci) has once again become a hot topic in the cryptocurrency industry. Google Trends data shows that the search popularity of this keyword has recently reached a five-year high. DeSci is actively addressing challenges such as funding shortages, data sharing, and collaboration in the traditional scientific field, and its application scope has expanded to multiple specific areas.

Despite the investment frenzy sparked by the DeSci concept, it faces some skepticism. However, with authoritative scientific journals reporting on related projects, this field is once again gaining attention. Currently, the total market capitalization of leading DeSci tokens has surpassed $1.2 billion, indicating tremendous development potential and market recognition.

2. Hot Projects

1. Project Introduction

A certain project is building a Rust library for developing scalable, modular, and user-friendly LLM-driven applications. The project is built on Rust, natively supports a certain blockchain, and features excellent speed, scalability, and security.

The project roadmap includes:

1. Multi-Agent System
2. Agents for specific platforms (applicable to various social media and collaboration tools)
3. Agents with on-chain operation capabilities
4. Proxy for reading on-chain data
5. Integration with Other Proxy Networks
6. Provide educational content to help developers better understand the platform.

3. Sector Rotation

1. Hot Sectors

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2. Internal Section

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