Mercado de criptomoedas sob ajuste de liquidez de fim de ano: oportunidades estruturais em meio à volatilidade dos ativos principais

【币界】Recent fluctuations in the crypto market are indeed worth paying attention to. The Fed has cut interest rates by another 25 basis points, signaling a dovish stance. Theoretically, this should provide liquidity support to the market, but in reality, the overall risk appetite remains quite cautious. During this period, Bitcoin has decreased by 2.47% over the week, while Ethereum has shown little movement, with the ETH/BTC ratio only experiencing a slight rebound. What is the most painful? The Fear and Greed Index remains stuck in the “Extreme Fear” zone, indicating that short-term sentiment has not improved.

However, in this overall pressured environment, some sectors have actually outperformed. Mantle has risen nearly 18% this week, supported by news of AI trading and liquidity cooperation. Additionally, progress such as the launch of Solana’s Firedancer mainnet continues to drive the evolution of Web3 underlying performance and cross-chain infrastructure, all of which are tangible technological advancements.

From a funding perspective, the total disclosed funding this week has decreased to $188 million. The funds mainly flowed into infrastructure, artificial intelligence, and liquidity abstraction, indicating that investors still have a tilt when choosing projects.

Ultimately, under the dual pressures of macroeconomic uncertainty and year-end balancing adjustments, the crypto market is likely to maintain this range-bound oscillation in the short term. However, projects with clear use cases, stable market demand, and relevant infrastructure-level features are more likely to continue attracting capital attention.