L2s lose momentum as PoW + AI project Pearl sparks debate
Event: During TOKEN2049, L2 projects such as Blast and Abstract shut down one after another, while Pearl, a PoW + AI project, is seeking to let AI computing power mine while delivering real inference services, sparking widespread discussion. Why it matters: The retreat of L2s and the rise of the “useful proof of work” (PoW + AI) narrative represent a shift in the industry from “narrative-driven” to “value capture.” The new sector is attracting considerable interest, but hype should be treated with caution. Potential beneficiaries: AI + DePIN projects ($TAO, $RENDER, $AKT); new projects carry high risk. Price levels to watch: TAO support at 380 / 340, resistance at 480; refer to official information for small-cap tokens. Trend outlook: AI + computing power + PoW is an emerging narrative. Near-term interest is high, but delivery needs to be verified.
Major DeFi protocols roll out upgrades as Uniswap’s fee switch goes live
Event: Uniswap activated the fee switch on V4 pools, connecting protocol revenue to the UNI burn mechanism for the first time; $UNI officially became a cash-flow asset. 1inch launched Aqua, replacing the traditional liquidity-pool model with a “registration-based” approach. Lido began a major migration involving more than 8 million ETH validators (approximately $16 billion). Why it matters: Leading DeFi protocols are rolling out a series of “fundamental upgrades,” adding key capabilities ranging from transaction privacy to asset compliance. This could catalyze a reassessment of DeFi valuations. Potential beneficiaries: UNI, $1INCH , $LDO , and blue-chip DeFi tokens. Price levels to watch: UNI support at 6.5 / 6.0, resistance at 8.5 / 9.5; LDO support at 1.1 / 1.0, resistance at 1.6 / 1.8. Trend outlook: The fee switch and burn mechanism are positive for UNI’s mid-term valuation.
BlackRock publishes “The Intelligent Economy White Paper,” sees promise in autonomous AI trading
Event: BlackRock published “The Intelligent Economy White Paper,” exploring how digital assets can connect intelligence, commerce, and computing. As AI begins to autonomously purchase data, access services, and obtain computing power, stablecoins and tokenized assets could find new markets for adoption. Why it matters: The world’s largest asset manager has outlined a convergence of the “AI agent economy × digital assets,” lending authoritative support to the AI + crypto narrative. Potential beneficiaries: The stablecoin sector, payment infrastructure for AI agents, and tokenized assets. Price levels to watch: Not applicable to any single token. Trend outlook: Autonomous AI payments are a long-term theme and could benefit related infrastructure in the medium term.
Event: During TOKEN2049, L2 projects such as Blast and Abstract shut down one after another, while Pearl, a PoW + AI project, is seeking to let AI computing power mine while delivering real inference services, sparking widespread discussion. Why it matters: The retreat of L2s and the rise of the “useful proof of work” (PoW + AI) narrative represent a shift in the industry from “narrative-driven” to “value capture.” The new sector is attracting considerable interest, but hype should be treated with caution. Potential beneficiaries: AI + DePIN projects ($TAO, $RENDER, $AKT); new projects carry high risk. Price levels to watch: TAO support at 380 / 340, resistance at 480; refer to official information for small-cap tokens. Trend outlook: AI + computing power + PoW is an emerging narrative. Near-term interest is high, but delivery needs to be verified.
Major DeFi protocols roll out upgrades as Uniswap’s fee switch goes live
Event: Uniswap activated the fee switch on V4 pools, connecting protocol revenue to the UNI burn mechanism for the first time; $UNI officially became a cash-flow asset. 1inch launched Aqua, replacing the traditional liquidity-pool model with a “registration-based” approach. Lido began a major migration involving more than 8 million ETH validators (approximately $16 billion). Why it matters: Leading DeFi protocols are rolling out a series of “fundamental upgrades,” adding key capabilities ranging from transaction privacy to asset compliance. This could catalyze a reassessment of DeFi valuations. Potential beneficiaries: UNI, $1INCH , $LDO , and blue-chip DeFi tokens. Price levels to watch: UNI support at 6.5 / 6.0, resistance at 8.5 / 9.5; LDO support at 1.1 / 1.0, resistance at 1.6 / 1.8. Trend outlook: The fee switch and burn mechanism are positive for UNI’s mid-term valuation.
BlackRock publishes “The Intelligent Economy White Paper,” sees promise in autonomous AI trading
Event: BlackRock published “The Intelligent Economy White Paper,” exploring how digital assets can connect intelligence, commerce, and computing. As AI begins to autonomously purchase data, access services, and obtain computing power, stablecoins and tokenized assets could find new markets for adoption. Why it matters: The world’s largest asset manager has outlined a convergence of the “AI agent economy × digital assets,” lending authoritative support to the AI + crypto narrative. Potential beneficiaries: The stablecoin sector, payment infrastructure for AI agents, and tokenized assets. Price levels to watch: Not applicable to any single token. Trend outlook: Autonomous AI payments are a long-term theme and could benefit related infrastructure in the medium term.