Web3 Industry Weekly Report: The battle of Meme launch platforms escalates, and the ETH staking sector heats up.

Meme Launch Platform Competition is Fierce

Recently, the competition among Meme coin issuance platforms has become increasingly fierce. Glonk has launched simultaneously on two major platforms, sparking a battle for traffic. Meanwhile, the Believe platform, although it briefly became the focus, is also facing community skepticism. The rise of LaunchLab has forced Pump.fun to make concessions. Each of the five popular Memecoin launch platforms has its own characteristics, and the market landscape is being reshaped.

The data platform CoinMarketCap has launched the Launch feature, debuting the decentralized perpetual contract trading protocol Aster, indicating a trend towards ecological transformation.

Macroeconomic Market Trends

Ethereum price rebounds strongly, driving the staking sector to heat up. The stablecoin market continues to grow, with USDT's market capitalization exceeding 150 billion USD for the first time. Hong Kong accelerates the implementation of RWA assets, with several tech giants making moves. The global monetary system is shifting, and Bitcoin is expected to become an alternative asset. The chairman of the U.S. SEC calls for comprehensive reform of cryptocurrency asset policies.

AI and Meme Development

In the AI Agent track, Virtuals are performing strongly, and CreatorBid has promising potential. The Virtual Geneses points model has attracted attention. Cryptocurrencies are expected to become the trust foundation of the AI agent economy. Metis has launched an All in AI strategy, attempting to break through the Layer2 dilemma.

Investment Opportunity Analysis

The value of the Solana ecosystem is considered to have explosive potential. The investment logic of the DePIN track is worth paying attention to. FRAX is seen as a high-quality investment target in the stablecoin narrative.

Web3 Industry Trends

The internal competition for Binance Alpha points has intensified, but the spillover effect is questionable. The blockchain game NXPC has launched, which may drive the revival of GameFi. The Bitcoin ecosystem has entered the 2.0 era, and a new round of protocol competition is about to begin. The DePIN hardware project is facing scrutiny. The RWA concept has sparked controversy. The Trump family's stablecoin USD1 is rapidly expanding.

Important News

Signs of easing have appeared in China-US trade relations. US inflation data shows continued price pressures. JPMorgan has settled tokenized US Treasury transactions through a public blockchain for the first time. The Ministry of National Security warns of the risks of virtual currency fraud. Arthur Hayes is bullish on Bitcoin in the long term. Coinbase refuses to pay ransom and has set up a bounty fund. Nansha in Guangzhou will build a platform for the integration of blockchain and digital assets. AI company DeepSeek has encountered service interruptions.