AI Track Ignites 2025 | Frontier Lab Crypto Market Weekly Report

Market Overview

This week, the crypto market has shown an upward trend, with the market sentiment index rising from 10% to 19%. Although it is still in the panic zone, signs of recovery have begun to appear. Despite still being in the holiday period, market liquidity has not fully recovered, but funds are gradually flowing back into the crypto market. Overall, Altcoins have outperformed the benchmark index, and they are expected to maintain a synchronous trend with the benchmark index in the short term.

The TVL of DeFi projects increased from $52.7 billion to $53.2 billion, a growth rate of 0.95%, ending two consecutive weeks of negative growth. The performance of the Gun Pool and Prep DEX projects was outstanding, mainly benefiting from the increase in yields brought about by rising market base interest rates, as well as increased demand for contract trading due to a decrease in liquidity during the holiday period.

The AI Agent sector continues to maintain market attention, with a scale reaching $12.2 billion and a week-on-week growth of nearly 12%. Market focus is gradually shifting from AI Memes to AI infrastructure projects, with AI Agent self-issued tokens becoming the most watched area, and related infrastructure projects like Phala Network performing outstandingly.

This week, the Meme coin market is mainly focused on AI-related projects, benefiting from the wealth effect brought by AI Agents issuing coins independently, leading to significant gains for AI Meme projects. This reflects that market funds are chasing AI-related concepts, but it also shows an increase in speculative characteristics.

Public chain projects performed well in this week's market rebound, mainly due to the increase in on-chain DeFi project APY and the demand for AI project development. Public chains that support AI development, such as Solana and zkSync Era, have shown outstanding performance, indicating that public chains are developing towards AI infrastructure.

Hot Tracks

AI Agent

This week, the AI Agent track continues to be the focus of the market, mainly due to AI Agent's independent issuance of tokens. Some Meme coins issued through Virtuals and ai16z have seen significant increases, creating a wealth effect and attracting investor attention. Market attention has shifted from AI Meme to AI infrastructure, with projects like the ai16z asset issuance platform and Phala Network standing out.

DeFi track

The top five projects with the highest TVL growth in the past week include:

• Resolv: Launched a new type of liquidity pool, completed cross-chain expansion on the Base network, and reached cooperation with multiple well-known projects.
• Bluefin: Completed Sui Bridge integration, upgraded payment system, launched liquidity mining project.
• StakeStone: Launched the Berachain Vault with multi-chain access, achieving cross-chain functionality and collaborating with multiple strategic partners.
• Euler: The number of active users has reached a level comparable to Compound, supporting new asset lending and integrating high-yield strategies.
• Hyperliquid: The mainnet has launched the staking feature, and added support for AI-related token leveraged trading.

Performance in Other Tracks

public chain

The top five public chains with the highest TVL growth in the past week include Zircuit, Hyperliquid, Toncoin, ZKsync Era, and Solana. These public chains are actively developing AI and DeFi ecosystems, launching new features and strategic partnerships, attracting users and funds.

Rise Ranking

The top five tokens with the highest increase in the past week are all related to the AI Agent track, including AI16Z, ATA, GRIFFAIN, VIRTUAL, and PHA. These projects have made significant progress in technical development, ecosystem construction, and token listing.

Market Outlook

Next week, the U.S. will release employment data, which may affect the Federal Reserve's interest rate cut decision and is expected to bring market volatility. With the end of the holiday, institutional investors are returning, and market liquidity is expected to recover. It is recommended that investors maintain a defensive allocation, increase the allocation ratio of top assets like BTC and ETH, and moderately participate in high-yield liquidity pools and Prep DEX projects, but strict position control and good risk management are necessary.