[Weekly Podcast] From On-Chain Transition to AI Convergence, New Trends in the Cryptocurrency Market

TokenPost
Hello. This is the TokenPost podcast. This week, I would like to take a closer look at various interesting research materials posted on TokenPost and review the major trends in the cryptocurrency market. Yes, from on-chain data to technology trends, market analysis, and AI integration with miners, it's really diverse. We'll extract and deliver only the necessary information so that you can quickly grasp the core of this complex market. Shall we start? The first is a Tiger Research report, which suggests that Korean users are now entering the full-fledged on-chain generation.

Host
Yes, that's right.

TokenPost
User behaviors differ quite significantly across chains like Freeum, Base, and Solana.

Host
Yes, this is quite interesting. It's not just about looking at trading volume. They actually analyzed actual activity time and what services are primarily used. It appears that on Ethereum, there's a stronger tendency for stable asset holding, Base focuses on practical dApp utilization, and Solana is centered on short-term trading.

TokenPost
Those are really distinctive characteristics.

Host
That's right. This means users now understand the characteristics, strengths, and weaknesses of each chain and are approaching them strategically. In a way, it can be seen as a signal that market participants are moving beyond the initial stage and becoming more mature. It means users like you are becoming increasingly smarter.

TokenPost
Users are definitely becoming smarter. Of course, technological advancement is behind this change. Coincidentally, the Crypto.com report covered the real core of blockchain, the consensus mechanism. Like POW, POS. They discussed its current status and future direction. Are there any notable points?

Host
Yes, this report compares and analyzes the pros and cons of various consensus methods, such as security, decentralization, and efficiency. And there's a commonly pointed out issue. Specifically, scalability and energy efficiency.

TokenPost
Ah, those two aspects.

Host
No matter how good the technology is, when users flood in, there are issues of congestion or increasing fees, and especially with POW methods, there are environmental concerns. Ultimately, which consensus method will lead to blockchain popularization depends on how these two challenges are solved.

TokenPost
While technical challenges are important, the market is also heavily influenced by external environments. Looking at Bitcoin prices recently, it seems to be very sensitive to Middle East news or FOMC announcements. How does the AM Management report view this situation?

Host
Exactly. They precisely pointed out that aspect. They cite geopolitical tensions and FOMC-related uncertainties as the main reasons for recent Bitcoin adjustments. The important thing is not specific price predictions like the possibility of a $100,000 collapse, but how vulnerable the cryptocurrency market is to these macroeconomic variables. In other words, if you're an investor, it reminds you to always keep this volatility in mind and diversify your portfolio and manage risks.

TokenPost
That's right. Risk management is indeed crucial. Besides macroeconomic variables, the convergence with AI technology seems noteworthy. The Kleinlabs report, using the Port 3 platform as an example, suggested the possibility of AI building trustworthy data within Web3. It means creating a digital identity through users' on-chain and off-chain activities.

Host
That's right. Beyond simply collecting data, the key is that AI can analyze the user's activity records and assign a trust score.

TokenPost
Ah, a trust score.

Host
And based on this score, they can provide personalized services or rewards. Just imagine: your activities are transparently recorded, and you get better opportunities based on your trust score. This could make the Web3 experience much more personalized and fair.

TokenPost
That's quite interesting.

Host
Yes, it means AI has the potential to really elevate the Web3 user experience.

TokenPost
Lastly, we can't ignore the movements of market insiders, especially miners. Looking at the Cryptocont report, Bitcoin's halving has passed, and mining revenue has dropped to a one-year low, yet major miners are choosing to hold rather than sell. What signal does this indicate?

Host
Yes, the decrease in mining revenue was somewhat expected. Nevertheless, miners choosing to hold rather than sell means that despite short-term profitability deterioration, they still have a belief in Bitcoin's long-term value appreciation.

TokenPost
A long-term perspective.

Host
That's right. It means they see future value more significantly than current difficulties. Such movements can be a positive factor in reducing sudden selling pressure in the market and increasing stability. It's a glimpse into the thinking of so-called smart money.

Token Post
Today, we've looked at it from really diverse perspectives. I feel that various factors are intertwining to create this cryptocurrency ecosystem, including changes in user behavior, the evolution direction of core technologies, macro boundary influences, the possibility of combining with AI, and the persistence of miners.

Host
That's right. It's important to not just look at individual pieces of information separately, but to connect them and view them comprehensively. Only then can you develop your own deep insights into the market's essence and future direction, rather than being swayed by simple price fluctuations.

Token Post
Yes, thank you for your good words. As we conclude today's discussion, let me ask you a question. What will be the most decisive driving force leading the next stage of the cryptocurrency market? Will it be more new user participation? Or perhaps a breakthrough development in blockchain technology itself? Or the successful integration with AI that we discussed today? It would be good to think about this deeply. This has been Token Post.