Release Date: January 13, 2025 Author: BlockBeats Editorial Team

In the past 24 hours, the crypto market has witnessed a multi-faceted progression from macro narratives to specific ecological competition. Mainstream topics focus on the further popularization of AI agent tools, the controversy surrounding politicians issuing meme coins and suspected rug pulls that heighten risk sentiment, and speculative discussions around "crypto wall mainnet + token expectations." In terms of ecological development, Solana's trading entry accelerates terminalization and gamification, Ethereum engages in deep discussions around "walkaway testing," privacy implementation, and institutional buying, while the Perp DEX track continues to reprice amid the explosion of equity perpetuals and HIP-3 ecology, with a noticeable increase in competitive intensity.

I. Mainstream Topics

1. Claude Launches Cowork

Anthropic's AI assistant Claude officially launched the Cowork feature. This is an extension tool aimed at non-technical users, positioned similarly to Claude Code, but with a focus not on writing code, but on helping users complete various non-programming tasks. Users can authorize Claude to access folders on their computers, allowing it to read, edit, or create files, such as organizing screenshots into spreadsheets or drafting articles from scattered notes. Cowork will first formulate an execution plan, then proceed step by step, confirming with the user at key points.

Additionally, Cowork supports external data connectors and can work with Claude in Chrome for browser operations. Currently, this feature is still in the research preview stage, available only to Claude Max subscribers, and can only be used in the macOS application.

The community response has been enthusiastic. Many users believe it could reshape the way white-collar work is done, potentially squeezing the survival space of numerous AI SaaS products (especially B2B tools). Some developers noted that Cowork inherits the strong agency capabilities of Claude Code, applicable in various creative scenarios such as travel research, slide creation, and device control. Others marveled at its development efficiency (reportedly completed in just a week and a half) and speculated that the team might have leveraged their own AI tools for rapid iteration.

Of course, there are also critical voices pointing out that Cowork leans more towards a desktop operation experience for ordinary users, which may not be flexible enough for developers accustomed to command-line interfaces (CLI). However, overall, it is still seen as an important step for AI moving from "tools" to "popularized agents," quickly sparking comparisons with competitors like OpenAI.

2. Former NYC Mayor Suspected of Issuing Meme Coin and Rug Pull

Former New York City Mayor Eric Adams announced the launch of the $NYC meme coin on his personal social media, claiming its purpose is to combat anti-Semitism and anti-Americanism. The token was issued on the Solana chain, with the related website being buynyctoken.com. However, just about 30 minutes later, Adams allegedly removed liquidity, leading to a rapid drain of the funds pool, resulting in investor losses exceeding $3.4 million (approximately 1.7 times his personal net worth). The incident is widely viewed as a typical rug pull, and Adams has not yet responded to the allegations. He had previously visited places like Dubai and Congo, leading to speculation about connections to crypto activities.

The community is shocked and angry, with many labeling it as a "shameless scam" and calling for investigations by the SEC, FBI, and political circles. Some users sarcastically referred to buyers as "victims of natural selection" and pointed out that Adams had been rumored to have similar intentions in the past (such as the New York Coin that appeared five years ago). The discussion is filled with criticism of politicians venturing into crypto, arguing that it exposes the low barriers to entry and chaotic realities of the industry, with some joking that it is "very New York"—operating like a crime syndicate in a "poetic" manner. Overall, public sentiment is highly negative, further reinforcing market vigilance against the risks of "celebrity endorsements."

3. Tempo Launches Mainnet

The Tempo project announced that its mainnet browser is now live, but it is currently set behind a crypto wall, accessible only to authorized users. Meanwhile, Polymarket's prediction market shows that the probability of the project launching a token by the end of the year is as high as 69%. Tempo claims to position itself as a Layer 1 solution aimed at optimizing blockchain performance, but specific technical details have not been disclosed due to content being password protected.

Community discussions are noticeably divided. Some are optimistic about potential token airdrops and growth opportunities, viewing it as another "trillion-dollar" narrative candidate; however, more voices are sarcastic, such as "a password-locked browser is a joke for the future of finance," questioning whether the market really needs more L1 tokens ("Do we really need more L1?").

There are also straightforward comments that if there are no token incentives in the end, enthusiasm will quickly wane; some users jokingly likened it to a "toaster-style" venture capital project. Overall, the focus of the discussion remains on token economics and speculative expectations rather than the technology itself.

II. Mainstream Ecological Dynamics

1. Solana: Trojan Trading Web Version Upgrade, Transitioning to "Trading Terminal + Growth System"

Trojan Trading officially released a new version, upgrading from a Telegram Bot to a web terminal. The new version introduces a more complete growth mechanism, including daily Jackpot draws, Gold point accumulation, and a Quest task system, with early bird users able to share a $5 million SOL reward. At the same time, the platform launched a 5-level referral system, offering up to 45% cash back and 50% revenue sharing, along with new leaderboard incentives for active trading users.

On the product side, Trojan further strengthens the narrative of "trading execution efficiency": supporting direct trading of Solana assets with stablecoins to reduce position volatility risk; optimizing UI and multi-wallet management capabilities, focusing on faster execution speeds and clearer trading paths. The overall strategy is clear: transitioning from a social tool to a more professional trading terminal, using a reward system to achieve user retention and expansion.

Community reactions are generally positive. Many users call it a "game changer for Solana trading," believing that "free SOL + task system" will significantly drive new user acquisition. Some traders shared early experiences, emphasizing the improvements in risk control from the referral system and stablecoin trading, predicting that Trojan could establish a dominant position in the Solana trading entry space, suppressing competitors like Photon and Axiom. There are also voices warning of potential centralization risks, but overall sentiment is optimistic. Some developers indicated they would try to integrate the Trojan API for functional integration.

2. Ethereum: Long-Termism Narrative Heats Up, Privacy and Institutionalization Running Parallel

Vitalik: Ethereum Must Pass the "Walkaway Test"

Vitalik Buterin emphasized that Ethereum must pass the "walkaway test" in the future: even without continuous maintenance, the protocol should remain secure and usable—reliable like a tool in the long term, rather than relying on specific teams for operation. To this end, he proposed a series of core goals, including: full quantum resistance, scalable architecture upgrades (such as ZK-EVM verification and PeerDAS), persistent state management (partially stateless and state expiration mechanisms), complete account abstraction (gradually moving away from ECDSA dependence), more robust gas scheduling (to avoid DoS risks), a sustainable PoS economic model, and anti-centralization block building mechanisms.

He called for the completion of these foundational projects in the coming years, after which the focus would shift to client optimization and parameter adjustments, allowing the protocol to enter a "long-term stable operation" mature phase.

The community highly recognizes this statement, with many calling it "Ethereum's hardcore declaration," believing that quantum resistance and privacy foundations will become key moats in the next phase. Discussions around privacy are particularly concentrated, with some users suggesting prioritizing the privacy layer and comparing it with projects like Zcash and Aztec. Meanwhile, some developers express concerns about execution difficulty, but overall public opinion remains positive, viewing this as a long-term roadmap to resist centralization trends, frequently contrasted with the "performance-first" paths of chains like Solana.

Bitmine: 1.256 Million ETH Staked, Accounting for About 30% of Its Holdings

Bitmine updated its holdings data, with total crypto assets around $14 billion, including 4.167 million ETH (about 3.45% of total ETH supply), 192 BTC, and $98.8 million in cash. The company has currently staked 1.256 million ETH (about $3.9 billion), accounting for about 30% of its total ETH holdings. Bitmine stated it will continue to buy ETH weekly, adding about 24,000 last week, and is advancing its "Made in America Validator Network" (MAVAN), which is planned to be fully launched in 2026, providing better staking infrastructure.

Tom Lee further released optimistic expectations, believing that the crypto market will see a recovery in 2026, emphasizing that Bitmine is playing the role of "one of the largest new buyers."

The community generally compares it to "Ethereum's MicroStrategy," believing that continuous buying and staking will strengthen the supply contraction narrative and drive ETH to be repriced as a "productive asset." Some jokingly point out that its BTC holdings are too small or remind of equity dilution risks, but overall, Bitmine is still viewed as a representative indicator of institutional confidence.

PSE Survey: Users Say Privacy is Important, but Usage and Satisfaction are Very Low

PSE Labs conducted a survey of 75 experienced Ethereum users and found that while the importance of privacy scored high (3.3/4), satisfaction and usage rates for privacy experiences were significantly low (1.7/4). 86% of users had abandoned privacy processes midway, with the main reasons not being cost or regulation, but rather complexity and experience fragmentation (58%). At the same time, the trial rate for active privacy tools (like mixers) is high, but they struggle to form habits; while passive tools (like private memory pools) are easier to use long-term.

Users' preferences for "trust signals" are also clear: open-source code and transaction previews can significantly enhance acceptance; they are willing to spend more time but do not want to disrupt existing workflows.

Community discussions have largely reached a consensus: the issue of privacy "not being usable" is not a motivation problem, but rather a UX failure. Many users shared their experiences of abandoning mixers, believing that the real solution should be "default privacy"—integrated natively into wallets or directly supported at the protocol level, rather than relying on complex application layer processes. Tools like Railgun and Aztec are frequently mentioned. Overall sentiment is rational, with the focus on "the path and engineering costs of privacy implementation."

ZKsync Releases 2026 Roadmap: Prioritizing Privacy and Real-World Adoption

ZKsync Releases 2026 Roadmap, Shifting Focus from Purely Technical Narratives to "Real-World Adoption"

The key directions include: the Prividium privacy stack (targeting bank-level privacy needs), a unified public-private ZK chain architecture (native cross-chain interaction), Airbender trust standardization, risk management frameworks, and product tools aimed at large-scale adoption.

The roadmap continues the foundational work from 2025, emphasizing "no shortcuts," with the goal of building a secure, privacy-first, resilient network that can be deployed for production systems by institutions and enterprises, while attempting to make "crypto cheaper, easier to use, and even close to free."

Community sentiment is generally positive, with many recognizing its "more realistic" institutional path, believing that privacy and cross-chain capabilities will become points of differentiated competition. At the same time, there are typical speculative discussions surrounding airdrop expectations, growth potential, and the narrative of "trillion-dollar opportunities." A minority of users still mock its necessity as "just another L1/L2," but overall acceptance of the roadmap's direction is high.

3. Perp DEX: HIP-3 Ecosystem Accelerates, "Equity Perpetuals" Become Incremental Entry Point

Kinetiq Launches Markets: Strong First-Day Data, Directly Competing with Lighter

Kinetiq launched the Markets platform as a HIP-3 DEX, initially supporting equity trading pairs like US500 and choosing to start within the Hyperliquid ecosystem. The platform emphasizes user ownership and decentralized trading front-end positioning, aiming to expand global asset trading entry with lower friction.

After launch, its performance quickly attracted attention: within just 5 hours, trading volume and open interest (OI) surpassed Lighter's equity pair performance. Markets is supported by kmHYPE, with plans to expand to more asset classes in the future.

The community generally views it as a "violent choice," believing that Hyperliquid's zero fees and liquidity foundation will amplify its competitive advantage and put significant pressure on Lighter. Developers are highly interested in its "service-oriented exchange front-end" direction, but some are concerned about further fragmentation of liquidity within the ecosystem. Overall sentiment remains optimistic, viewing this as a key node for HIP-3 growth.

QFEX Suspected to Complete $9.5 Million Financing: TradFi Perpetual Narrative Heats Up

QFEX (an exchange for 24/7 trading of US stocks, commodities, and forex) is reported to have potentially completed $9.5 million in financing, with a valuation of approximately $95 million, led by General Catalyst. The platform focuses on traditional asset perpetual contracts, emphasizing "fair market and visibility consistency," and claims to have no hidden routing mechanisms, with the financing intended for expansion and infrastructure development.

The community reacted strongly to the valuation, believing that the financing specifications indicate that institutions are beginning to seriously bet on the "TradFi perpetualization" narrative. Some have started spreading referral links, betting that it will fill the structural gap in traditional market leverage and 24/7 trading. Developers are more focused on the team's background (reportedly from Citadel, etc.), but liquidity and market depth remain the biggest questions. Overall sentiment is positive, seen more as a signal of the integration of traditional finance and the crypto market.

HIP-3 Exchange Ecosystem Grows Rapidly: OI Doubles to $400 Million in 24 Days

The HIP-3 ecosystem shows a clear acceleration trend: overall OI doubled to $400 million within 24 days, ranking among the top 7 Perp DEXs. The OI for the highly volatile asset $SILVER reached $58 million, becoming a typical active target. Meanwhile, Hyperliquid added a "TradFi" front-end, and Markets is set to expand to assets like US500 and USBOND, further exploring markets for commodities and energy.

Community sentiment is high, viewing this as a turning point for HIP-3 from "jokes" to "tradeable scale," accompanied by discussions of numerous airdrops and target OI expectations. Some continue to mock the industry's style with jokes about "password protection," but overall, the imagination of it as a new financial entry point is strengthening. On the developer side, there is more emphasis on technology and product expansion rather than purely speculative drives.

tradexyz's 24h Revenue Surpasses Lighter for the First Time: Incentive Alignment Becomes a Key Variable

tradexyz's revenue surpassed Lighter's for the first time in 24 hours ($97,000 vs. $86,000), and the market estimates its potential valuation could reach $2-3 billion. The platform is seen as leading the growth of the HIP-3 ecosystem, providing equity perpetual contract trading, with half of its revenue flowing to Hyperliquid. Growth primarily comes from asset expansion and increased user adoption.

The community expressed surprise at its "turnaround speed," with discussions around valuation space and track dominance heating up, along with mockery of Lighter's user losses. However, most opinions still believe that tradexyz's advantage lies in its clearer incentive structure and deeper binding with the ecosystem. Developers view it as "an effective validation of the user ownership model in trading products," believing it is becoming a new benchmark for Perp DEX revenue.

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