Makro Trendler

As the global financial landscape continues to evolve, PayFi is emerging at the intersection of blockchain technology and payment systems, aiming to combine the efficiency of DeFi with the immediacy and convenience of modern payment solutions, transforming transaction methods. This article will delve into the reasons behind the rise of PayFi, provide an overview of the current state of its industry, highlight key cases, and explore its potential application scenarios.

As Donald Trump steps into the presidency on January 20, 2025, the world anticipates his implementation of promised cryptocurrency reforms including positioning the US as the capital of global cryptocurrency, halting suppression of the crypto industry, opposing the development of CBDCs, and establishing Bitcoin reserves.

Gate Research Daily Report: BTC and ETH continue to experience a tug-of-war between bulls and bears, with no clear direction in the short term. Bitcoin mining difficulty has reached a new high, with the difficulty level reaching 110.45T. Arbitrum and Azuki have jointly launched the anime project, Animecoin. Virtuals Protocol and Animoca Brands have initiated a joint program aimed at investing in AI games. Tether is hiring AI filmmakers and has already employed 30 staff for its AI platform. Web3 social platform Metya has completed strategic funding. The PROM token saw a daily increase of approximately 22.07%, with a circulating market cap of $121 million.

This article delves into the impact of USD liquidity on the cryptocurrency market, especially the trend of Bitcoin. By analyzing the fund flows of the Federal Reserve's reverse repo operations (RRP) and the U.S. Treasury General Account (TGA), the article reveals how the increase in USD liquidity drives the rise of cryptocurrency and stock markets.

This article looks ahead to 2025, highlighting five key metrics to watch. It reviews significant advancements in cryptocurrency activities and blockchain infrastructure, analyzes the latest developments in stablecoins, ETFs, and decentralized exchanges, and notes that with wider investor access, maturing infrastructure, and the emergence of more popular products, the crypto industry is well-positioned to attract more users and developers.

This article summarizes three key insights from 2024, makes 25 predictions for 2025, reflects on lessons learned, and concludes by sharing 19 favored tokens.

Gate Research Daily Report: On January 10, ETH has seen increased net inflows over the past 7 days, with Base network showing strong net inflows. Altcoins experienced a broad pullback following BTC's decline, though AI Framework and Modular Blockchain sectors showed relative resistance to the downtrend. The US Senate has established a dedicated cryptocurrency subcommittee to improve regulation. The 148th Ethereum ACDC meeting: the seventh CL fork or upgrade will be named after the star "Gloas." Russia has begun selling Bitcoin seized in the Infraud case, which may create short-term selling pressure. Modular AI blockchain OG has completed $30 million in funding, which will be used to implement nodes for its decentralized AI platform.

This article, Overview and Recommendations on Regulatory Policies for Cryptocurrencies in Major Countries and Regions, aims to provide a comprehensive analysis of the global cryptocurrency regulatory landscape, offering valuable trading references for investors and decision-makers. The report begins with big data statistics on global cryptocurrency legalization and regulatory policies, outlining the legal status of cryptocurrencies in different countries and categorizing them based on these legal statuses. The focus of the research is on G20 countries, which account for a significant portion of the global population, trade volume, and GDP, making their regulatory policies of crucial reference value for the world.

Gate Research (January 4-10, 2025) – This report analyzes key macroeconomic and cryptocurrency market dynamics. U.S. API crude oil inventories dropped by 4.022 million barrels for the fourth consecutive week of decline. Initial claims for unemployment benefits in the U.S. were 201,000, marking a new low since the week of February 17, 2024. The Federal Reserve meeting minutes indicated that inflation would continue to ease, but the Trump administration's policies could heighten the risk of increased price pressures.

This article delves into the concept of d/acc, comparing various strategies to analyze its role in addressing risks associated with artificial intelligence. It also discusses the value of cryptocurrencies in this context and explores mechanisms for funding public goods. Finally, it envisions that despite challenges in future technological development, humanity still has the opportunity to leverage existing tools and ideas to build a better world.

The author stresses the importance of gathering diverse and reliable information, advising against over-reliance on single channels or influencers (KOLs) and being cautious of misinformation. He highlights the growing problem of fake traffic in the industry and urges focus on genuine user influence to avoid falling into "traffic addiction." Against the backdrop of AI's popularity, the author advocates focusing on original ideas and creating new content to attract audiences. In conclusion, he stresses the need to build genuine, mutually beneficial relationships, value our time, and avoid constantly taking without giving. The author looks forward to collaborating with partners in 2025 to create more meaningful and creative content.

Gate Research Weekly Report: This week, BTC dropped by 4.07% and ETH fell by 8.56%, with moving averages showing a bearish momentum. An Oklahoma state legislator proposed a Bitcoin Freedom Act that would allow BTC as salary payment. Vitalik outlined Ethereum core development priorities: improving L2 throughput and advancing PeerDAS. Raredex.io launched tokenized rare earth metals real-time trading on Arbitrum. Global on-chain RWAs (Real World Assets) exceeded $15 billion, with over 80,000 asset holders. Sonic Chain's TVL increased by 188% in 7 days, reaching $58.71 million. APT will unlock tokens worth approximately $102 million on January 11th, representing 2.02% of total supply.

Gate Research Daily Report: On January 8, the prices of BTC, ETH, and altcoins experienced a comprehensive pullback. The number of Bitcoins held by enterprises increased by 2.24 times, while exchange balances significantly decreased. The 24-hour DEX trading volume on the Solana chain reached $3.98 billion, significantly surpassing the combined total of Ethereum and Base at $2.913 billion, reflecting the market's enthusiasm for DEX platforms on this chain.

The Turkish government has announced stricter anti-money laundering regulations for cryptocurrencies, which will take effect on February 25, 2025. As the world's fourth-largest cryptocurrency market, Turkey's move demonstrates its commitment to industry regulation and provides an important reference for global market compliance development. The new regulations specify key provisions including transaction threshold settings, risk transaction processing, and restrictions on unregistered wallets, aimed at improving transaction transparency and security. Notably, Turkey maintains an open attitude towards tax policy, charging only a 0.03% transaction tax, showing support for market development.

The victory of the Trump administration brings new opportunities to the U.S. cryptocurrency market. This article provides an in-depth analysis of how Trump has outlined a blueprint for a "crypto renaissance" in the United States through measures such as appointing crypto-friendly figures (e.g., David Sacks, Paul Atkins), promoting compliance policies (e.g., repealing SAB 121, ending Operation Choke Point 2.0), and family involvement (e.g., the WLFI project). The article delves into key figures in the new administration, regulatory policy adjustments, and the Trump family’s crypto projects, revealing how these factors could reshape the cryptocurrency market landscape, influence investment decisions, and bolster the U.S.'s leadership in the global digital economy.