January 2nd Market Dynamics

I. Macro Trends

1. Market Trend: The market surged, reaching a new phase high. BlackRock announced over the weekend that it has approved spot ETFs.

2. U.S stocks fell, with crypto stocks in the U.S collectively plummeting.

II. Market Highlights

1. SEI and NEON of parallel EVM soared significantly. SEI's v2 version will launch a parallel EVM, while NEON is Solana's EVM. Korean funds are speculating on SEIi.

2.METIS and ZKF of L2 also saw significant increases, followed by TIA’s rise as well.Ethereum will be upgraded in Cancun in February; small-cap L2 may be speculated upon.METIS is about to undergo a decentralized sorter upgrade.ZKF uses Polygon and Tia technology.The entire community primarily uses USDT as Gas.The total market value of 100 million USD makes it currently the smallest L2 in terms of market value.

3.AI's OLAS surged significantly.User numbers are growing rapidly, with more than 12 thousand holding addresses.It hasn't been listed on any major exchanges yet.

4.TRB stock plunged.TRB experienced both long and short explosions, falling 80% from its peak.