Daily News | SUI Broke Through $5.2 to Set A New Record High, AI Agent Sector Generally Pulled Back

Crypto Daily Digest: BTC ETFs had a single-day inflow of over $900 million, and APT will unlock over $100 million worth of tokens

According to data from Farside Investors, U.S. Bitcoin spot ETFs saw a large net inflow of $908 million last Friday, of which BlackRock IBIT saw an inflow of $253 million, Fidelity FBTC saw a net inflow of $357 million, and Ark ARKB saw an inflow of $222 million.

Ethereum spot ETFs saw net inflows of $58.9 million last Friday, with BlackRock ETHA seeing $33.9 million and Fidelity FETH seeing $27.1 million.

Analysis: BTC trading platform inflows and miner outflows have dropped significantly since November last year, and market selling pressure has eased

Since November 2024, Bitcoin exchange inflows and miner outflows have dropped significantly, easing market selling pressure.

According to CryptoQuant, BTC exchange inflows in November 2024 peaked at 98,748 BTC on November 25, following about two months of high inflow activity. In December 2024, BTC exchange inflows declined, but remained substantial, with the total number of bitcoins sent to exchanges ranging from 11,000 to 79,000 per day.

The decline in inflows to exchanges was accompanied by a decline in miner outflows, suggesting less selling pressure from Bitcoin miners, who often sell off their BTC holdings to cover operating expenses. Miner outflows have been falling since miners took profits during Bitcoin’s historic price rally following Trump’s election last November. Data from CryptoQuant shows that outflows peaked on Nov. 11, when miners sent 25,367 BTC to exchanges, when the price of Bitcoin reached about $88,000.

Unlocking data this week: APT, MOVE, ENA and other tokens will welcome large unlocking

According to Token Unlocks data, MOVE, APT, ENA and other tokens will be unlocked in large amounts this week, including:

Aptos (APT) will unlock approximately 11.31 million tokens at 9:59 am Beijing time on January 11, accounting for 2.03% of the current circulation and worth approximately $110 million;

Movement (MOVE) will unlock approximately 50 million tokens at 8:00 pm Beijing time on January 9, accounting for 2.22% of the current circulation and worth approximately $53 million;

Ethena (ENA) will unlock approximately 12.86 million tokens at 3:00 p.m. Beijing time on January 8, accounting for 0.42% of the current circulation and worth approximately $16.2 million;

Kaspa (KAS) unlocked approximately 182 million tokens at 8:00 am Beijing time on January 6, accounting for 0.72% of the current circulation and worth approximately $22.7 million.

AI concept Meme tokens fell across the board, SWARMS fell 24.7% in 24 hours

According to Gate.io market data, AI concept Meme tokens generally fell, including:

AI16Z fell 10.7% in 24 hours, and its market cap is now $1.9 billion;

FARTCOIN fell 11.2% in 24 hours, and its market cap is now $1.2 billion;

BUZZ fell 24.2% in 24 hours, and its market cap is now $48 million;

SWARMS fell 24.7% in 24 hours, and its market cap is now $270 million.

Market Trends: SUI broke through $5.2 and set a new record high; AI Agent sector collectively pulled back

Market Hotspots

The new public chain SUI broke through $5.2, setting a new record high; SUI’s current circulation market cap is $15.6 billion, ranking 12th in the entire market. SUI’s circulation volume is only 30%, and its FDV is as high as $52 billion;

The tokens of the AI ​​Agent sector generally pulled back. Last month’s strong currencies such as VIRTUAL, AI16Z, and SWARMS generally fell sharply. AI Agent tokens rose several times or dozens of times in December. It is currently a normal high-rise pullback. In the long run, AI Agent is still one of the mainstream narratives, and strong popular tokens are still worth buying on dips;

GT broke through $18, setting a new record high. In addition to the AI ​​Agent concept shining in 2024, the Gate.io platform also ushered in an explosion this year, with users exceeding 20 million. GT also rose by more than 300% this year. GT’s current circulating market cap is $1.8 billion, ranking 79th in the entire market. As one of the top exchanges, GT’s current market cap still has room for growth.

Mainstream Coins

BTC broke through $99,000 this morning. Last Friday, BTC ETF received a large inflow of $900 million in a single day. From a funding perspective, BTC still has a promising future;

ETH broke through $3,650, following BTC’s rise significantly;

Altcoins rose and fell differently, and the sectors lacked a concerted effort to rise. AI Agent was one of the few sectors that rose collectively in this round of market.

Macro news: U.S. stocks closed higher overall, and 10-year U.S. Treasury bonds soared in the past six months

Last Friday, the three major U.S. stock indexes closed higher, with the S&P 500 up 1.26% at 5,942.47 points, the Dow Jones up 0.80% at 42,732.13 points, and the Nasdaq up 1.77% at 19,621.68 points. The benchmark 10-year Treasury yield was 4.60%, and the 2-year Treasury yield, which is most sensitive to the Fed’s policy rate, was 4.28%.

Last Friday, the S&P 500 rose 1.26%, ending its longest losing streak since April last year and setting the largest single-day gain since Trump’s election victory on November 6 last year. The Nasdaq Composite Index rose 1.77% and the Dow Jones Industrial Average rose 0.8%. However, judging from the performance of the week, the three major indexes are still all down. In the past week, the Nasdaq fell 0.51%, the S&P 500 fell 0.48%, and the Dow fell 0.6%.

Although the Fed has cut interest rates three times in a row, its hawkish stance has pushed the 10-year Treasury yield, known as the “anchor of global asset pricing,” to its highest level in seven months, soaring nearly 100 basis points since September last year. If the 10-year Treasury yield breaks through 4.75%, the stock market may see a longer and deeper adjustment.