PANews 2024年度影响力专栏四大榜单正式发布

PANews 精选了一周的优质内容，帮助您填补周末的空白。只需点击标题即可阅读。

PANews Editor's Note: To help you fill in the gaps during the weekend, PANews has selected a macro perspective on how to succeed in cryptocurrency without relying on luck, a deep dive into Ethereum's roadmap, and a review of high-performance public chain MegaETH ecological projects. Just click on the title to read.

PANews编者注：为了帮助大家填补周末的空白，PANews精选了如何在不依赖运气的情况下在加密货币领域取得成功的宏观视角、以太坊路线图的深度剖析以及高性能公链MegaETH生态的回顾项目。只需点击标题即可阅读。

Macro perspective

宏观视角

Dialogue with Dragonfly Managing Partner: How to succeed in the cryptocurrency field without relying on luck?

对话蜻蜓管理合伙人：如何在加密货币领域不靠运气取得成功？

In the emerging field of cryptocurrency, true success comes from technical understanding, continuous learning, and value creation, not just the pursuit of short-term gains.

在加密货币这个新兴领域，真正的成功来自于技术理解、持续学习和价值创造，而不仅仅是追求短期收益。

As Trump is about to take office, crypto companies have donated more than 10 million US dollars to the inaugural committee. How will the market react?

在特朗普即将上任之际，加密货币公司已向就职委员会捐赠了超过1000万美元。市场将如何反应？

Will the market rally brought by Trump happen again? Bitcoin price trends have reached several key points, and analysts have given their own predictions on the implementation of the new policy and price trends.

特朗普带来的市场反弹会再次发生吗？比特币价格走势已经到了几个关键点，分析师对于新政策的实施和价格走势给出了自己的预测。

Which US states are considering establishing Bitcoin reserves?

美国哪些州正在考虑建立比特币储备？

Currently, a total of five states plan to establish Bitcoin reserves, namely Texas, Pennsylvania, Ohio, New Hampshire and North Dakota.

目前，共有五个州计划建立比特币储备，分别是德克萨斯州、宾夕法尼亚州、俄亥俄州、新罕布什尔州和北达科他州。

The opening ceremony of the "Trump Market" has officially ended: How does the market price the "debt crisis" from the rise in term premium?

“特朗普市场”开幕式正式落幕：市场如何从期限溢价上涨中定价“债务危机”？

In general, I believe that the prices of many high-growth risky assets, including the crypto market, will continue to be suppressed in the short term. The reason is that the U.S. Treasury market has been adversely affected by the increase in term premiums and higher medium and long-term interest rates. The reason for this situation is that the market is pricing in the U.S. debt crisis.

总体而言，我认为包括加密货币市场在内的许多高增长风险资产的价格短期内将继续受到压制。原因是美国国债市场受到期限溢价上升和中长期利率上升的不利影响。造成这种局面的原因在于市场正在消化美国债务危机的影响。

Multicoin Capital: Forecasts change again, but these 7 crypto trends remain unchanged

Multicoin Capital：预测再次发生变化，但这 7 个加密货币趋势保持不变

Bezos believes that it is more important to predict the unchanging narratives in the next 10 years than to predict the changes in the next 10 years. In the Crypto industry, in addition to paying attention to many predictions, the key is to grasp the unchanging trends.

贝佐斯认为，预测未来10年不变的叙事比预测未来10年的变化更重要。在加密行业，除了关注诸多预测之外，关键是要把握不变的趋势。

Litecoin is speeding up towards the next ETF, and the application of altcoin ETF may be accelerated due to the Trump administration

莱特币正在加速迈向下一个ETF，山寨币ETF的应用或因特朗普政府而加速

It is worth noting that the SEC has never considered Litecoin as a security. With the Trump administration about to take office, the market is full of expectations for the future regulatory direction of altcoin ETFs, especially on the approval of altcoin ETFs such as Litecoin, Solana and XRP.

值得注意的是，SEC 从未将莱特币视为证券。随着特朗普政府即将上任，市场对山寨币ETF未来的监管走向充满期待，尤其是对莱特币、Solana、XRP等山寨币ETF的审批。

AI and Meme

人工智能和模因

The AI Agent track has rebounded strongly. Here are 10 emerging AI Agent projects that have attracted much attention

AI Agent赛道强势反弹。以下是备受关注的10个新兴AI Agent项目

In this article, PANews lists 10 emerging AI Agent projects that have attracted much market attention recently. These projects are all from the Solana and Base ecosystems, and have attracted a lot of financial attention and participation within just a few days of their launch, with their market value showing a significant increase.

PANews 在本文中列出了近期备受市场关注的 10 个新兴 AI Agent 项目。这些项目均来自Solana和Base生态系统，上线短短几天就吸引了大量资金关注和参与，市值呈现大幅增长。

Analyzing the performance, technical features and potential value accumulation path of AI Agent aixbt in Crypto Twitter

加密推特AI Agent aixbt的性能、技术特点及潜在价值积累路径分析

A detailed look at aixbt’s role as a KOL, financial performance, technology stack, token economics, and future development direction.

详细了解aixbt作为KOL的角色、财务表现、技术栈、通证经济以及未来的发展方向。

In the trillion-dollar AI agency race, how much can Web3 take up?

在万亿美元的AI代理竞赛中，Web3能占据多少份额？

Nvidia CEO: “AI agents are a multi-trillion dollar opportunity.”

Nvidia 首席执行官：“人工智能代理是一个价值数万亿美元的机会。”

Cookies.fun User Guide: How to find the AI Agent "Golden Dog" project?

Cookies.fun使用指南：如何找到AI Agent“金狗”项目？

This article tells how yb effect introduces how to improve his research efficiency in the fields of cryptocurrency and AI agent by using Cookies.fun tools.

本文讲述ybeffect如何通过使用Cookies.fun工具来提高他在加密货币和AI代理领域的研究效率。

From TEE to blockchain, a brief analysis of the five major trends in the AI Agent track

从TEE到区块链，浅析AI Agent赛道五大趋势

AI Agent is just the starting point for the fermentation of AI + Crypto narrative, and the MEME-based asset issuance narrative can attract attention.

AI Agent只是AI+加密叙事发酵的起点，基于MEME的资产发行叙事更能引起关注。

2024 Solana Memecoin Annual Consumer Behavior Report: Total chain fees exceed $3 billion, with the largest "paying player" accounting for $130 million

2024 Solana Memecoin 年度消费者行为报告：链上手续费总额超 30 亿美元，最大“付费玩家”占比 1.3 亿美元

The report deeply analyzes the consumption data of Memecoin players with transaction amounts exceeding US$1,000 among approximately 4 million user addresses on the Solana chain in 2024. Starting from the distribution of transaction fees, it comprehensively presents the consumption behavior of Memecoin users and the benefits of various platforms in that year.

该报告深入分析了2024年Solana链上约400万个用户地址中交易金额超过1000美元的Memecoin玩家的消费数据。从交易费用的分配出发，全面呈现了Memecoin用户的消费行为以及Memecoin的收益当年的各种平台。

PANews' account [MEME Daily] will select the hot memes of the day for readers to understand the track situation. Click here to view.

PANews账号【MEME Daily】将精选当日热门表情包，供读者了解赛道情况。点击此处查看。

Seize the opportunity

抓住机会

Solana officially promotes DePIN project Roam: With millions of nodes, South Korea becomes a major mining center

Solana正式推广DePIN项目Roam：拥有数百万节点，韩国成主要挖矿中心

The total number of Roam devices is currently about 1.21 million, ranking first in the world. What is the "magic" behind this rapid growth?

目前漫游设备总数约为121万台，位居全球第一。如此快速增长的背后到底有何“魔力”？

A Deep Dive into the Ethereum Roadmap, DevCon, and Opportunities in the Pectra Upgrade

深入探讨以太坊路线图、DevCon 和 Pectra 升级中的机遇

Ethereum is leading the development of scalability, account abstraction, and cryptographic applications through its roadmap, DevCon discussions, and the upcoming Pectra upgrade, reshaping the

以太坊通过其路线图、DevCon 讨论和即将推出的 Pectra 升级，引领可扩展性、账户抽象和加密应用程序的开发，重塑了