News & Insights

BTC dips to $94K on slim chance of a Fed rate cut

BTC dips to $94K on slim chance of a Fed rate cut

Hot projects + Market overview

I. Mainstream exchange news

  • Coinbase Derivatives, LLC has submitted a self-certification application for Solana futures contracts to the US Commodity Futures Trading Commission (CFTC) and may launch Solana and Hedera futures.
  • Coinbase has listed the POPCAT and PENGU trading pairs.
  • Crypto exchange Crypto.com has announced that it has reached the MiCA regulatory license milestone and can provide cross-border crypto asset services in all European Economic Area member states.
  • Binance will delist the EDU/BTC, REZ/BTC, and USTC/FDUSD spot trading pairs on February 14.
  • Binance has added the Banana Gun (BANANA) and Cheems (1000CHEEMS) tokens as loanable assets on Binance VIP Loan.

II. Mainstream projects and trending events

  • BNB Chain has launched the BNB AI Hack, a new hackathon to integrate artificial intelligence with blockchain technology.  
  • RWA company Plume Network has reached a cooperation with Latin American trading platform Mercado Bitcoin, planning to tokenize $40 million in RWA assets in Brazil.
  • Commission-free brokerage firm Robinhood has reported its 2024 Q4 earnings, with trading volume surging 400% to $70 billion.
  • According to the financial news platform Jinshi, US Federal Reserve Chairman Jerome Powell has said in his semi-annual monetary policy testimony that in hindsight, tightening policy earlier would have been a good move.
  • According to Bloomberg, bond traders have pushed out bets for the next Federal Reserve interest-rate cut to December as US inflation exceeded expectations.
  • AI project MyShell has stated that it has completed the snapshot and will soon launch the SHELL token.
  • Solana Ecosystem DePIN Protocol io.net has launched the IO Intelligence platform, which incorporates 25 open-source AI models including DeepSeek.
  • US SEC has confirmed acceptance of spot Solana ETF applications from 21Shares, Bitwise, Canary, and VanEck.

III. Funding news

  • OKX Ventures has announced a seed round investment in the web3 innovation trading app Blum.
  • Decentralized exchange Bidask Protocol based on the TON blockchain announced that DWF Labs has invested in the project and established a strategic partnership. 
  • Generation protocol Cabal has completed a $3 million funding round, participated in by Hack VC.
  • On-chain market development firm Whetstone has completed a $1.3 million Pre-Seed funding round, with participation from Variant, and launched the Doppler protocol to optimize on-chain asset issuance.

IV. Regulatory news

  • FOX Business reporter Eleanor Terrett has reported that the US SEC and CFTC are considering collaborating on cryptocurrency regulation and plan to restart the joint advisory committee.
  • According to Coinpost, the Japan Financial Services Agency has proposed a comprehensive system reform plan for cryptocurrency and stablecoins.

V. Popular projects

Market Overview 

US CPI data for January indicated a 0.5% month-on-month increase, the highest since August 2023, with core CPI rising 0.4%, surpassing expectations.

This news has led to revised Federal Reserve rate cut expectations, with the market now foreseeing just one 25-basis-point reduction in December, from earlier projections of at least two rate cuts.

Bitcoin reacted to this news by dipping to $94,088 before rebounding above $97,000. Currently, Bitcoin’s market dominance is at 60.91% as it stabilizes and the market awaits new directions.

THE: BSC ecosystem DeFi

Thena is a decentralized exchange built on BSC, utilizing the ve3,3 model. This incentive-driven model results in most users staking their tokens, leading to lower actual liquidity.

Despite this, after its launch on Binance, THEs daily trading volume exceeded $3 billion. However, the token's market cap is only about $40.99 million, having declined 76% from its peak.

Recently, as the BSC ecosystem heats up, user trading activity continues to increase.

CAT: BSC meme

Simon's Cat, a popular IP with over 15 million followers on Facebook and YouTube, launched this memecoin in collaboration FLOKI, with DWF Labs as the market maker.

Currently, the market cap of CAT is $100 million.

XVS: BSC ecosystem lending

Venus is a leading lending project in the BSC ecosystem, now expanding into multi-chain development with Unichain.

It supports lending and borrowing of 65 different tokens, with total assets reaching $2.55 billion and loans disbursed at $680 million.

The market cap of XVS is $130 million.

MOCHI: Base meme

Named after Coinbase CEO Brian's pet cat, MOCHI is supported by Coinbase and aims to help fulfill Coinbase's mission of bringing one billion users to the Base platform.

The current market cap of the MOCHI token is $29.82 million.

PEAS: Rising popularity

Peapod Finance is a decentralized, trustless, and oracle-free on-chain volatility mining protocol.

It captures returns from volatility in any liquid asset by providing arbitrage opportunities to capitalize on the volatility of liquid assets.

The current market cap of the PEAS token is $56 million.

On-chain daily

1. FLOW

FLOW is an AI Agent project on Solana, serving as both an AI trading bot launchpad and marketplace, allowing users to create and trade their own trading bots. The project has also been mentioned by AIXBT.

2. FARTBOY

FARTBOY is a memecoin on Solana, based on Adam Wallace’s comedic children’s book series. Wallace, a New York Times bestselling author with over 11M book sales, has publicly endorsed the project on his X account.

3. AICELL

AICELL is an AI project on BNB Chain, claiming to be the only AI-related project on the BNB Chain.

4. PERRY

PERRY is a memecoin on BNB Chain, inspired by a dog mentioned by CZ, who jokingly referred to it as Binance’s mascot for 2025. However, the token was created by users rather than Binance itself.

5. KOMA

KOMA is a memecoin on BNB Chain, featuring Koma Inu, described as the "son of Shiba" and protector of BNB. It is a dog-themed, community-driven token that focuses on decentralization and charity initiatives.

6. DANK

DANK is a memecoin on Solana, originating from the 2013 meme culture. The term “dank” initially referred to high-quality cannabis but later became popular on 4chan and Reddit as slang for absurd and exaggerated memes. Elon Musk has referenced "dank memes" multiple times between 2019 and 2021 and continues to share similar meme content.

AI agent market overview

  • Number of listed tokens:  95
  • Overall market cap change: The total market cap is $41.6 billion, with a daily increase of +5.3%.
  • Overall trading volume change: 24-hour trading volume is $587 million, with a daily decrease of +6.6%.

Top 3 tokens by AI Agent Mindshare

1. AIXBT: AIXBT is an AI memecoin on Base, issued by Virtuals Protocol. The concept is an AI cryptocurrency investment advisor, claiming to be trained on data from over 400 KOLs. By simply entering the coin's tag "aixbt" on Twitter, it can answer questions about the coin.

  • Mindshare Share: 8.16%
  • Three-Day Mindshare Change: +12.97%
  • Current Price: $0.266
  • Market Cap: $266M
  • 24-Hour Change: +4.56%

2. FARTCOIN: FARTCOIN is an AI memecoin on Solana, considered the beta version of GOAT. This is because Truth Terminal's original mission was to tell fart jokes, making it a purer form of a memecoin.

  • Mindshare Share: 6.59%
  • Three-Day Mindshare Change: +7.98%
  • Current Price: $0.564
  • Market Cap: $564M
  • 24-Hour Change: +2.13%

3. VIRTUAL: VIRTUAL is an AI-powered smart network built on Base, creating various AI characters for different virtual worlds (such as games or online spaces). It adjusts incentives for decentralized creation and monetization of each virtual interaction (games, metaverse, online interactions, etc.).

  • Mindshare Share: 6.51%
  • Three-Day Mindshare Change: +24.67%
  • Current Price: $1.4
  • Market Cap: $1.4B
  • 24-Hour Change: +4.8%

Data sourced from https://www.cookie.fun/.

Top 3 tokens by 24-hour holder growth

1. AIXBT: A memecoin on BASE issued by the Virtuals Protocol. The concept is an AI cryptocurrency investment advisor, claiming to cover data from over 400 KOLs (Key Opinion Leaders). By tagging the coin with "AIXBT" on X, users can receive answers to questions about the coin.

2. ARC: The ARC team is developing an AI development framework written in Rust, known as the rig framework. Endorsed by the developers of the rig framework, @Playgrounds0x, and Co-Founder @0thTachi, ARC is seen as an improvement over the Python-based LangChain for AI software development, offering enhanced security and efficiency, providing developers with a new option.

3. ZEREBRO: An AI Agent token on Solana, featuring cross-chain, cross-platform artist content generation, including music, images, and more. Recently, the project has been expanding towards framework development.

Data sourced from https://www.sentient.market/.

Bitcoin ecosystem overview

BTC Mainnet Gas Fee Update: 

  • The current BTC transaction fee is 6 satoshis/byte.
  • Gas fee performance remains weak.

Fractal Bitcoin Gas Fee Update: 

  • The transaction fee is 2 satoshis/byte.
  • Gas fee performance remains weak.

Inscription, Rune, and Fractal Bitcoin Leading Token Tracking:

ORDI:

  • Current Price: $13.59
  • 24-Hour Change: +1.82%
  • Market Cap: $285.58 million

DOG:

  • Current Price: $0.0029
  • 24-Hour Change: +1.94%
  • Market Cap: $299.41 million

FB:

  • Current Price: $1.24
  • 24-Hour Change: +1.8%
  • Market Cap: $15.54 million

Today's Popular Projects:

wzrd: Wizard concept inscription.

  • Market Cap: $78.77M
  • 24-Hour Trading Volume: $91.51K
  • 24-Hour Change: +8.77%
  • Number of Holders: 8,184

babydogs: Dog-themed fractal Bitcoin inscription.

  • Market Cap: $72.98K
  • 24-Hour Trading Volume: $8.33K
  • 24-Hour Change: +2.26%
  • Number of Holders: 1,639,995

LOBO•THE•WOLF•PUP: Concept centered around collaboration, unity, and belief in collective strength.

  • Market Cap: $5.62M
  • 24-Hour Trading Volume: $1.72K
  • 24-Hour Change: +12.37%
  • Number of Holders: 55,997

Performances of today's top three tracks

Layer 1: Overall Daily Sector Change: +5.47%

1. ZEN: A blockchain project focused on privacy, originating from a branch of ZClassic, which itself is a branch of Zcash.

  • Current Price: $15.64
  • Daily Increase: +26.64%
  • Market Cap: $248.07M
  • 24-Hour Trading Volume: $103.12M
  • Recent Updates: None.

2. FTM: A blockchain platform designed for executing smart contracts.

  • Current Price: $0.5553
  • Daily Increase: +25.10%
  • Market Cap: $1.56B
  • 24-Hour Trading Volume: $5.92M
  • Recent Updates: None.

3. WAVES: A community-based decentralized open-source blockchain used for building scalable, user-friendly applications.

  • Current Price: $1.8375
  • Daily Increase: +23.92%
  • Market Cap: $183.75M
  • 24-Hour Trading Volume: $156.12M
  • Recent Updates: Waves partnered with MMPro Trust to sell MetaMask stock.

GameFi: Overall Daily Sector Change: +5.32%

1. FIRE: Matr1x Fire is a blockchain-based multiplayer online first-person shooter game (MOFPS).

  • Current Price: $0.1758
  • Daily Increase: +32.28%
  • Market Cap: $11.73M
  • 24-Hour Trading Volume: $3.53M
  • Recent Updates: None.

2. HOOK: A gamified social learning platform where users can learn, earn, and enjoy a gamified experience within the Hooked ecosystem.

  • Current Price: $0.2529
  • Daily Increase: +30.83%
  • Market Cap: $57.75M
  • 24-Hour Trading Volume: $17.52M
  • Recent Updates: Partnered with MASSA for educational events.

3. VR: A blockchain-based virtual reality metaverse powered by Unreal Engine, combining elements of massive multiplayer online role-playing games (MMORPG).

  • Current Price: $0.01018
  • Daily Increase: +19.06%
  • Market Cap: $69.72M
  • 24-Hour Trading Volume: $23.11M
  • Recent Updates: VR AI terminal launched.

Meme: Overall Daily Sector Change: +5.19%

1. JAILTOOL: Dave Portnoy, also known as "El Presidente," an American entrepreneur famous for founding Barstool Sports, is behind the Meme coin JAILSTOOL.

  • Current Price: $0.082
  • Daily Increase: +83.86%
  • Market Cap: $81.99M
  • 24-Hour Trading Volume: $150.97M
  • Recent Updates: None.

2. CAT: A memecoin supported by the intellectual property of the Simon's Cat brand.

  • Current Price: $0.041527
  • Daily Increase: +35.71%
  • Market Cap: $105.16M
  • 24-Hour Trading Volume: $53.15M
  • Recent Updates: None.

3. TOSHI: A memecoin inspired by Coinbase co-founder Brian Armstrong's cat.

  • Current Price: $0.0008029
  • Daily Increase: +30.38%
  • Market Cap: $337.77M
  • 24-Hour Trading Volume: $76.38M
  • Recent Updates: Launched on Kraken.

Disclaimer

The development and market cap of stablecoins mentioned in the above content are speculative and based on market analysis at the time of writing and should not be interpreted as guaranteed outcomes. Market conditions can fluctuate widely and unpredictably due to numerous factors such as regulatory changes, market demand, and global economic developments. 

The information provided in this article is for general informational purposes only and does not constitute financial, investment, legal, or professional advice of any kind. While we have made every effort to ensure that the information contained herein is accurate and up-to-date, we make no guarantees as to its completeness or accuracy. The content is based on information available during writing and may be subject to change.

Please note that this article includes references to third-party websites and data provided solely for convenience and informational purposes. We do not endorse or assume any responsibility for the content, accuracy, or reliability of any information, products, or services offered by third parties.

Cryptocurrencies involve significant risk and are NOT suitable for the majority of investors. The value of digital currencies can be extremely volatile, and you should carefully consider your investment objectives, level of experience, and risk appetite before participating in any staking or investment activities.

We strongly recommend that you seek independent advice from a qualified professional before making any investment or financial decisions related to cryptocurrencies. We shall in NO case be liable for any loss or damage arising directly or indirectly from the use of or reliance on the information contained in this article.

Read Next
BTC must pass $87K and $93K for an upward trend

BTC must pass $87K and $93K for an upward trend

Meanwhile, after a continuous decline, Alts are showing relative resilience, with leading projects such as KAITO, IP, and PI continuing to squeeze shorts.

BTC must top $90.2K to end the current slump

BTC must top $90.2K to end the current slump

The market is paying close attention to the movement of altcoins going forward.

We use cookies to improve your experience. To find out more, please read our Privacy Policy. By clicking "Accept", you consent to our cookie and Privacy Policy. Or you may click "Decline" to refuse to consent.