Parabolic 2025 Incoming

GM Anon!

Happy New Year! We’re back to our regular schedule, and you’ll be receiving your weekly emails again.

2025 is off to a slow start, but brace yourself—it’s shaping up to be one of the most interesting years yet. The crypto market seems to be holding its breath as we gear up for the next leg of the bull market. Are we entering the parabolic runs across the board that characterised previous crazy periods like 2021? We think so.

Without further ado, let’s dive in!

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TL;DR

• Market Slow Start: December saw subdued market sentiment, with BTC hitting $108K before correcting downward

• ETF Activity: BTC ETF inflows slowed, while ETH ETF flows remained strong

• DEX Growth: Decentralized exchanges showed strong volume growth despite declining activity on central exchanges

• Cycle Tops: Indicators like the Pi Cycle Top show room for growth—stay patient

• AI vs. Memecoins: AI agents have overtaken memecoins in Google trends, with Virtuals up 100%

• Sector Highlights: HYPE surged 200%, AAVE gained 50% with rising TVL, and Solana leads DEX bot trading

• Sui DePIN Spotlight: A pioneering modular protocol integrating AI and blockchain, poised to revolutionize decentralized infrastructure

• Azuki Airdrop Anticipation: Azuki collections surged in value, driven by their upcoming token airdrop and strong community focus

General Market 

ETFs

Let’s start the week and gear up for the new year by analysing some key market metrics.

December was relatively subdued, with market sentiment and price action reflecting this slower pace. After reaching all-time highs of $108K, the market experienced a sharp correction, trending downward shortly thereafter.

BTC ETF inflows also slowed in mid-to-late December, underscoring the current cautious sentiment among investors.

Surprisingly ETH ETF flows have been much more positive throughout this period.

On a side note, MicroStrategy’s stock experienced an extreme downturn during this period, driven by its close ties to Bitcoin’s performance. However, it’s worth noting that this drop came after a parabolic run leading into December, as the stock benefited from strong bullish sentiment around BTC and institutional interest.

On-chain Activity 

On-chain metrics for the Ethereum and Bitcoin ecosystems have seen a noticeable downturn in activity

Volumes across major exchanges such as Coinbase and Binance have also seen a downturn.

On that note DEX volumes are rising though, November and December have been strong months and seem to have been proper breakouts for activity on DEXs.

Cycle Tops

Key cycle top detection indicators, such as the Pi Cycle Top Indicator, have yet to signal overheated market conditions. This suggests there is still significant room for growth ahead. In summary: stay patient and maintain your positions—there’s plenty of upside potential yet to come! 🚀

Majors & Memes

Not all areas of the market have been sluggish—some sectors are thriving amidst the broader downturn. For instance, AI agents have been surging in popularity, with Virtuals, a foundational protocol powering many of these agents, experiencing an impressive 100% price increase. Reflecting this trend, AI agents have now surpassed memecoins in Google search trends, signaling a significant shift in market focus and public interest.

And incase you missed it, the popular trading bot AIXBT recently updated its profile picture to a Quantum Cat, sparking renewed interest in ordinals and runes. While overall prices have remained relatively stable, some notable ordinals collections experienced increased activity. 

Many speculate that this move by the prominent AI agent signals anticipation of a significant rally in the ordinals and rune ecosystem. Keep a close watch on these markets in the coming days!

Beyond AI, other sectors have also delivered standout performances. HYPE has emerged as a market leader, boasting an almost 200% increase. Hyperliquid has also emerged as a dominant force in the perpetual market, capturing nearly all of the market share previously held by the once-dominant dYdX.

While AAVE, a key player in DeFi, has seen its price climb by 50%. AAVE's growth isn’t limited to price action—the protocol's TVL has been steadily increasing throughout 2024, highlighting the building momentum in the DeFi sector.

Despite a recent uptick in trading on Base due to protocols like Virtuals, Solana continues to dominate DEX bot trading volumes, accounting for nearly 90%.

Lastly, Azukis and related collections have experienced a significant price surge over the past 30 days, driven by anticipation of the much-awaited token airdrop set for 2025.

The collection’s strong focus on fostering a dedicated community, paired with an ecosystem that includes anime-inspired merchandise and media, has played a key role in its resurgence. This renewed momentum has propelled Azuki collections to bounce back impressively from their lows during the bear market.

The Coiners have just released a comprehensive deep dive into the Sui ecosystem, highlighting one of its most anticipated plays. Download the full report by clicking the button below.

Lastly, we’ll spotlight one of the most anticipated protocols in the Sui network: Sui DePIN. Be sure to read the full report for an in-depth analysis and detailed insights.

Sui DePIN is a pioneering protocol built on the Sui blockchain, designed to revolutionize decentralized infrastructure by integrating artificial intelligence (AI), modularity, and blockchain technology. As the first modular data AI network, Sui DePIN empowers businesses and developers with tailored solutions for data collection, validation, and monetization, offering unprecedented scalability and efficiency.

What Sets Sui DePIN Apart?

Sui DePIN's modular design allows users to pick and choose functionalities that suit their needs, avoiding the one-size-fits-all approach of traditional protocols. This flexibility appeals to a wide range of industries, from finance and logistics to AI-driven decision-making.

At its core, Sui DePIN leverages the high-performance Sui blockchain, which provides low latency and high throughput, addressing long-standing challenges such as scalability and resource inefficiency. Coupled with the Bahne AI Aggregator, the protocol automates complex tasks like data scraping, ensuring accurate and efficient data handling while unlocking new revenue streams.

Tokenomics and Revenue Model

The $SUIDEPIN token underpins Sui DePIN’s ecosystem, with a community-first approach to tokenomics:

• 58% of tokens are allocated for public sales and staking, ensuring decentralized ownership.

• Revenue is distributed as follows: 33% to users, 33% to development, and 33% for token buyback and burn, fostering a deflationary economy and long-term sustainability.

Roadmap Highlights

Sui DePIN’s development is structured across four phases:

1. Alpha Launch (Q3 2024): Onboarded 100,000 users and partnered with 10+ AI firms.

2. Beta Launch (Q4 2024): Scaled to 1 million users with an AI data layer.

3. Web Data Scraping (Q1 2025): Introduction of AI agents and proxy revenue sharing.

4. Full Deployment (Q2 2025): Launch of Proxy SaaS platforms and DAO governance.

Strategic Partnerships

Sui DePIN has formed collaborations with industry leaders, including Ethereum, OpenAI, NVIDIA, TensorFlow, AWS, and Google Cloud, ensuring a robust and scalable infrastructure.

Impact on the Web3 Ecosystem

Sui DePIN bridges the gap between blockchain and AI, unlocking use cases in industries like healthcare, supply chain, and finance. By enabling decentralized data marketplaces and lowering the barriers for enterprise adoption, it sets a new standard for Layer 1 protocols.

Conclusion

Sui DePIN exemplifies how blockchain can evolve beyond speculative use cases to deliver real-world utility. With its innovative modular design, strategic roadmap, and commitment to community-driven growth, Sui DePIN is poised to redefine decentralized infrastructure and make a lasting impact on the Web3 ecosystem. Be sure to keep a finger on its pulse—Sui DePIN is one to watch as it reshapes the future of decentralized AI and blockchain integration.

That wraps up this post—we hope you found the insights valuable. See you next week, anon! 🚀