Crypto Morning News: Base Chain lead says 2025 will focus on supporting Chinese developers; Eliza technical whitepaper officially released

Author: TechFlow

Yesterday's Market Dynamics

Coinbase Adds Toshi (TOSHI) Token to Roadmap

On January 15, cryptocurrency exchange Coinbase announced the addition of the Toshi (TOSHI) token to its asset roadmap.

IntoTheBlock: Short-Term Traders' Bitcoin Holdings Hit Lowest Since Mid-November, Market Enters Consolidation Phase

Data from IntoTheBlock shows that the amount of Bitcoin held by short-term traders has dropped to its lowest level since mid-November. This reflects cooling speculative activity and fewer new market participants, with investors awaiting clearer market direction. The market has now entered a consolidation phase.

DefiLlama Founder: A Project Was Acquired Yesterday for Nine Figures, Token Holders Got Nothing

0xngmi, founder of DefiLlama, posted on X: "Yesterday saw another classic case: a project first raised funds through equity financing from VCs, then further raised capital via token and NFT sales, issuing equity-like tokens, and was ultimately acquired for a nine-figure sum. However, equity holders—including investors, founders, and employees—received full payouts, while token holders received nothing."

QCP Capital: Upcoming PPI and CPI Data May Show Upside Risks, Bitcoin Options Market Reflects Caution

QCP Capital’s latest analysis indicates global markets are adjusting to revised expectations around Fed rate cuts. The 10-year Treasury yield surged to 4.8%, the highest since late 2023, with markets now pricing in no cuts before October at the earliest. Equity futures opened down 1.5%, causing Bitcoin to briefly drop below $90,000 before rebounding above $95,000.

QCP Capital expects upcoming PPI and CPI data may carry upside risks. Markets are adapting to the reality of prolonged higher interest rates, with some investors even considering the possibility of further hikes. The Bitcoin options market reflects caution, as traders roll put options below the $90,000 support level. Near-term volatility and butterfly spreads remain elevated, with the VIX index holding at 18.68, suggesting continued market volatility in January.

The report also notes that Trump may sign executive orders on his first day in office addressing "debanking" issues and repealing controversial crypto accounting policies, which could provide positive market catalysts.

Eliza Technical Whitepaper Officially Released

Ai16z advisor Sam Gao announced on social media that the Eliza technical whitepaper, titled “Eliza: An AI Agent Operating System for Web3,” has been officially released.

He stated that over the past few weeks, they have seen relentless effort and unwavering support from the community and numerous external projects. He expressed gratitude to ai16z’s founders, team members, and contributors to the whitepaper.

Eliza is the first open-source, Web3-oriented intelligent agent framework, making deployment of Web3 applications simple and accessible. Every component of Eliza is a standard TypeScript program, fully user-controlled, and capable of seamless Web3 integration—such as reading and writing blockchain data and interacting with smart contracts. The code is now publicly available.

Glassnode Co-Founder: Steepest Bearish Signal Since Halving, Negative Indicators Warrant Caution

Negentropic, co-founder of Glassnode, noted on social media that price momentum is recovering after last week’s decline—the steepest bearish turn since April’s halving. To confirm further downside, we need to see rising risk—monitor how increasing risk aligns with declining momentum.

Key shift: The risk indicator, which had remained at 0 since September, has jumped to 12, potentially signaling increased future volatility. Bitcoin is currently trading between $92,000 and $100,000, but emerging negative signals warrant caution.

Base Protocol Lead: Supporting Chinese Developers Is One of Top Priorities for 2025

Jesse Pollak, lead of the Base protocol, posted on X: “After publishing our ‘Base belongs to all of us’ message in Chinese, many incredible Chinese developers reached out. I’m proud to be building with you—all of you. Supporting Chinese developers is one of my top priorities for 2025. Who are the most based developers I should be following?”

Franklin Templeton Releases Crypto Ecosystem Report: Solana Dominates AI Projects

Franklin Templeton, an asset management firm overseeing $1.5 trillion, released a report on AI agents and the crypto ecosystem. The report reveals Solana’s dominance in AI-related projects, with 7 out of the 10 highlighted projects built on Solana.

Market Data

Suggested Reading

Trump’s Inauguration Looms: Crypto Firms Donate Over $10M to Inaugural Committee—How Will Markets React?

This article covers the crypto industry’s active preparations for Donald Trump’s return to the U.S. presidency. Key highlights include:

A crypto-themed ball will be held in Washington on January 17, hosted by the White House crypto lead for VIP guests.

Major crypto firms are donating heavily to Trump’s inaugural committee, aiming to secure influence under the incoming administration.

While multiple pro-crypto policies may be announced on Trump’s first day, actual implementation will take time, leading to a cautious wait-and-see sentiment.

Market analysts believe Trump’s pro-crypto stance and strong industry cooperation have not yet been fully priced in, leaving room for further gains.

Decoding the Eliza Whitepaper: A Web3-Friendly AI Agent Operating System

Eliza is the first open-source, Web3-friendly AI agent operating system, featuring modular design with broad support for model providers, platform integrations, and chain compatibility. It specifically addresses three major challenges in the Web3 space and employs cutting-edge technologies to enhance AI reasoning and real-world problem-solving. Eliza sets a pioneering standard in Web3 and is poised to lead the development of decentralized AI.

A New Era of AI Collaboration: Multi-Agent Systems Driving Change

Multi-agent systems enable efficient collaboration through specialized division of labor and secure data sharing, overcoming limitations of single agents such as restricted capabilities and lack of cross-validation.

Fully Homomorphic Encryption (FHE) provides a secure and scalable collaborative framework for multi-agent systems, ensuring data privacy and result integrity.

These systems can be widely applied in complex domains like financial analysis and medical diagnosis, opening new possibilities for next-generation AI.

Visualizing DeFAI: Letting Even Blockchain Beginners Easily Master DeFi

DeFAI leverages AI technology to drastically simplify DeFi operations, enabling users unfamiliar with crypto to easily participate. HeyAnon is a protocol built on DeFAI, designed specifically to streamline DeFi interactions while aggregating key project information. It helps users perform token swaps, lending, cross-chain bridging, and delivers real-time industry updates.

IOSG Research | Trading with AI: Exploring the DeFAI Ecosystem

This article dives deep into the concept of DeFAI (DeFi x AI), covering categories such as abstract and UX-friendly AI, autonomous yield optimization and portfolio management, market analysis agents, and decentralized AI infrastructure and platforms. It analyzes key players in the DeFAI space—including Griffain, Anon, and Slate—and compares their unique features. Finally, it outlines the evolutionary path of DeFAI, progressing through stages of efficiency, decentralization, and privacy.

eGirl Capital Members’ 2025 Crypto Predictions: BTC to Surpass $250K, AI Tokens to Become the New Meme

2025 will be a year of significant change. The crypto market may witness new trends, such as meme coins and AI tokens becoming focal points, with Bitcoin potentially surpassing $250,000. Additionally, traditional finance may deepen its involvement in crypto investments, and regulatory clarity could improve.

Pantera Capital’s 2025 Crypto Outlook: Crypto Goes Mainstream, Stablecoins Remain Key Focus

The report outlines three major trends shaping crypto in 2025: 1) “Gateways” connecting traditional finance with blockchain; 2) “Developers” lowering blockchain development barriers to attract more builders; and 3) “Applications” bringing on-chain use cases into everyday life. The convergence of these three trends is expected to drive mainstream crypto adoption.