US CPI meets expectations, Bitcoin returns to $100,000, DeSci concept gains follow again.

1. Market Highlights Overview

1. Market Trends

Macroeconomic Environment:

The CPI data for November in the United States has been released, showing a slight rise in inflation, but overall meeting expectations. The core CPI remains at 3.3% year-on-year, with a month-on-month increase of 0.3%. This data has strengthened the market's expectations that the Federal Reserve may cut interest rates in the near future, with the probability of a rate cut exceeding 96%.

As a result, major US stock indices generally rose. The S&P 500 index increased by 0.8%, while the Nasdaq index surged by 1.77%, breaking the 20,000-point mark for the first time. Tech stocks performed particularly well, with giants like Tesla, Google, Meta, and Amazon all reaching new highs.

Cryptocurrency Market:

The cryptocurrency market has generally rebounded following the release of the US CPI data. Bitcoin rose by 4.5%, returning to the $100,000 mark, while Ethereum also broke through $3,800. The altcoin market has generally rebounded, recovering to levels seen before the previous day's decline. Data shows that the net inflow for Bitcoin spot ETFs in the US was $223 million, with over 970 million USDT transferred from Tether to centralized exchanges within 24 hours, reflecting increased market trading activity and strong bullish sentiment.

In the meme coin sector, several well-known projects such as Dogecoin and Shiba Inu have achieved double-digit gains. In addition, AI concept tokens like NEAR, ICP, and Render have also seen growth of over 10%, indicating the market's ongoing interest in emerging fields.

2. Hot Events

Macroeconomic Environment:

Former Republican CFTC Commissioner Brian Quintenz is expected to become the chairman of the CFTC. This news has attracted widespread attention in the market and may signal significant changes in cryptocurrency regulatory policies during the future administration. Quintenz is currently responsible for policy affairs in the digital assets division of venture capital firm Andreessen Horowitz, a16z Crypto.

Web3 Field:

The renowned scientific journal "Nature" recently reported on the DeSci project ResearchHub. This platform incentivizes academic peer review through its native token RSC, with each paper review earning approximately $150 worth of tokens as a reward. Some scholars have stated that the income earned through this method has exceeded their salary when they held a professorship at academic institutions.

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

3. Hot Narrative

Decentralized Science (DeSci) has once again become the focus of the cryptocurrency industry. Google Trends data shows that the search popularity of this keyword reached a five-year high at the end of November. DeSci is committed to addressing issues such as funding shortages, data sharing, and collaboration in traditional scientific fields, with applications spanning various areas including research advancement, reduced costs for genetic testing, and hair loss treatment.

Despite the skepticism surrounding the DeSci concept due to excessive hype, it has gained renewed attention following Nature's report on ResearchHub. Currently, the total market capitalization of representative tokens in the DeSci field has surpassed $1.2 billion, highlighting its immense development potential and market recognition.

2. Focus on Hot Projects

Project Name: $arc

• Rig is being developed, which is a Rust library for building scalable, modular, and ergonomically designed LLM-driven applications.
• $arc is the token of the founder of the rig framework.
• Built on Rust, compatible with certain public chain ecosystems, featuring excellent speed, scalability, and security.
• Development Roadmap:

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

Three, Sector Rotation Analysis

Due to the inability to directly display images, here is a textual description of the content of the charts in the original text:

1. Hot sector analysis shows that the areas of high market attention recently include artificial intelligence, decentralized science, Layer 2, etc.

2. In terms of performance within the sector, there are significant differences between different projects. Some projects perform excellently, while others are relatively mediocre. Specific data and rankings need to be interpreted in detail in conjunction with the original chart.

3. Overall, the market shows certain characteristics of sector rotation, and investors should closely monitor the development trends and potential opportunities in each sector.