Release Date: January 30, 2025
Author: BlockBeats Editorial Team

In the past 24 hours, the crypto market has shown a trend of intertwined advancement on multiple levels. Mainstream topics focus on platforms and protocols reaching critical junctures—from the countdown to Backpack's TGE (Token Generation Event), the launch of the ERC-8004 mainnet, to The DAO "returning to the stage" in the form of a security fund, while discussions at the macro level around personnel changes at the Federal Reserve continue to heat up. In terms of ecological development, the Solana ecosystem is accelerating its extension into real assets and institutional products, Ethereum is focusing on infrastructure and cultural narrative building, and the Perp DEX track is entering a new round of competition centered around unlocking rhythms and new chain launches.

I. Mainstream Topics

1. Backpack Prepares for TGE

Backpack Exchange officially announced that it will redistribute 40 million points within the next four weeks and confirmed that 25% will be unlocked at the TGE. This arrangement signifies that the project has officially entered a critical sprint phase, with the core goal of further activating user participation and ecological activity.

Community reactions have noticeably heated up. Some users expressed strong optimism towards related assets like Mad Lads, with even optimistic expectations such as "$10K per Mad Lads in 2 yrs"; others lamented not participating in farming earlier. Overall sentiment leans towards optimism, with Backpack generally viewed as a leading project in the current track.

2. Warsh Becomes Top Candidate for Federal Reserve Chair

Multiple sources indicate that the Trump administration plans to nominate Kevin Warsh as the next Federal Reserve Chair, with an announcement expected tomorrow. Warsh has long advocated for structural reforms at the Federal Reserve, believing that AI-driven productivity improvements will lower inflation, thus supporting a more aggressive rate-cutting path; however, he opposes QE and favors reducing the Federal Reserve's balance sheet. This stance could significantly alter the future direction of monetary policy.

Market discussions have quickly intensified. On one hand, some question whether his historically "hawkish" stance conflicts with Trump's preference for low-interest rate policies (e.g., "why would Trump pick a hawk?") and worry about pressure on the stock market and crypto assets, even leading to discussions about increasing ETH short positions; on the other hand, some believe this combination could mean a "more rate cuts + asset price repricing" complex situation. Warsh's past vigilance against inflation risks during crisis periods keeps the market alert to potential tightening tendencies. Related expectations have already been reflected on Polymarket, where odds have seen a significant jump.

3. ERC-8004 Launches Mainnet

ERC-8004 (Trustless Agents Standard) has officially been deployed to the Ethereum mainnet. This standard aims to provide a unified framework for trustless AI agents, with over 10,000 agents registered during the testnet phase. The "Genesis Month" has now begun, with the official providing contract templates, development guides, and community resources, and plans to expand to mainstream L2 networks in the future.

Community feedback has been highly positive. Projects like Oasis, OpenServ, KITE AI, and AltLayer have expressed congratulations and intentions to collaborate, generally viewing it as an important milestone in the deep integration of AI and blockchain. Some users have begun discussing the imaginative space of the "agent economy" and mentioning related token targets (e.g., $TIBBIR), which is overall seen as a key infrastructure upgrade for the Ethereum ecosystem.

4. The DAO Restarts, Secures 75,000+ ETH Funding

The DAO announced its restart after nearly a decade of silence and established The DAO Security Fund, utilizing over 75,000 ETH (approximately $220 million) to strengthen Ethereum's security infrastructure. The fund has the support of the Ethereum Foundation and Vitalik Buterin, aiming to sustainably fund auditing and security-related initiatives, symbolizing its transition from the protagonist of a historic hacking incident to a "guardian of the ecosystem."

The community generally views this as a "redemptive return." Many comments state "the DAO is security," reflecting on the 2016 incident while affirming its positive contribution to Ethereum's security today; some users jokingly lament that Vitalik "almost single-handedly changed the direction of crypto." Overall sentiment is bullish, adding points to Ethereum's fundamentals, but still mixed with a bit of sarcastic humor (e.g., "they could have just robbed us").

II. Mainstream Ecological Dynamics

1. Solana

· Fuse Energy Launches First Product

Energy network project Fuse Energy announced it will soon release its first product, "The Energy Network," aimed at expanding grid capacity and alleviating congestion and supply shortages in the existing energy system. The official preview video showcases the product vision, emphasizing the intrinsic connection between "energy sovereignty" and "economic sovereignty." The project has received support from institutions like Multicoin, Lowercarbon, Accel, and Balderton.

Community feedback is generally positive. Many users see it as a rare real-world application case of "Web3 technology + Web2 customers + verifiable ARR," believing that grid capacity itself is a long-ignored core bottleneck in the energy industry. However, some voices remind to pay attention to its implementation risks and execution complexity.

· JitoSOL ETP Launches for EU Users

Jito, in collaboration with 21Shares, launched JitoSOL ETP (code: JSOL), becoming the first exchange-traded product in Europe fully supported by Solana's mainstream LST—JitoSOL. This product provides investors with exposure to SOL prices while integrating staking rewards and MEV incentives, targeting institutional-grade allocation channels within a compliant framework.

The community highly recognizes this development, generally viewing it as an important step in the integration of DeFi and TradFi, with "the gap between DeFi and TradFi is closing" becoming a frequent remark. Many users inquired about the possibility of a U.S. version and see Europe as the pioneering market for this innovation.

· HYPE Officially Enters Solana Ecosystem

Hyperliquid's native token HYPE has officially been deployed to Solana through the Sunrise bridge, supporting direct trading and cross-chain transfers with Solana native assets. The official also announced the contract address and emphasized the need to operate through official channels to avoid risks.

Community sentiment has noticeably heated up, with many views describing this integration as a connection between "all finance's house" and "internet capital markets." Projects like Titan, Mayan, and DFlow have expressed support, and the market expects more cross-chain assets to gather on Solana in the future.

2. Ethereum

· Ethereum Foundation Launches Official Podcast

The Ethereum Foundation has officially launched its content project OFFSTAGE, presenting stories behind the scenes of the crypto world through videos and podcasts, focusing on people, personal journeys, failures, and long-term beliefs rather than prices or product promotions.

Community response has been enthusiastic, viewing it as "a new way to see crypto," helping to enrich the narrative of crypto culture. Some discussions have extended to the role of AI in editing and content production, with light-hearted jokes surrounding Vitalik and Ethereum's historical milestones, overall seen as a positive attempt at long-term brand and cultural building.

· MegaETH Releases Token Economics Design Ideas

MegaETH further disclosed its KPI-driven token distribution mechanism: over half of the MEGA supply will be gradually released based on protocol milestones (such as TVL growth, decentralization level, performance metrics, and contributions to the Ethereum ecosystem), rather than solely relying on time-based unlocks.

The community generally believes this design helps alleviate the structural issues of "low circulation, high FDV" and strengthens the incentive alignment between holders and the protocol's long-term goals. "Hope to see more innovative designs around incentive alignment" has become a consensus, with some users expressing confidence in MegaETH's long-term development.

· Vitalik's "Holey Socks" Sparks Discussion

Vitalik Buterin was photographed wearing holey socks at a public event, drawing community attention. His simple appearance starkly contrasts with his influence in the crypto field.

Community reactions are mainly teasing and respectful, believing "money hasn't changed him," interpreting this detail as a symbol of his long-term focus on technology and world change rather than external appearances. The overall atmosphere is positive, mixed with a bit of reflection on "judging by appearance."

3. Perp DEX

· HYPE Team Unlock Scale Drops by 90% Month-on-Month

Hyperliquid disclosed that the team's unlock scale next month will be only about 140,000 HYPE, a decrease of about 90% from last month's 1.2 million. Previous unlock rhythms indicated that some tokens were re-locked or have been gradually cashed out.

Community opinions are divided. Some interpret this as a signal of the team's focus on long-term interests and community orientation; others question the transparency of the unlock mechanism and whether it has been priced in by the market. Overall, this change is seen as a positive governance signal, but its impact on price remains controversial.

· N1 Chain Mainnet and 01 Exchange Launch on the Same Day

N1 Chain announced that it will launch its mainnet on February 3, 2026, along with the launch of 01 Exchange, aiming to provide a professional trading experience where "all assets and markets are unified on one chain." The project has received support from Founders Fund and has released its official website and video preview.

Community sentiment is high, with "the chain is real" becoming a representative remark. Aside from a minor hiccup regarding the date statement, overall discussions focus on its potential for professional traders and terminal design.

· Nado NFT Floor Price Around 0.4 ETH

Nado has launched its official NFT series Templars of the Storm (totaling 1,200 pieces), which have been distributed to eligible wallets and are trading on OpenSea's Ink chain. It is currently in the pre-reveal phase, with a floor price of around 0.4 ETH.

Community feedback is mixed. Some users celebrate the rapid price increase, while others express dissatisfaction with the redemption value of points or NFT distribution issues. Discussions around its ties to the Kraken team have increased, but it is still viewed as an important node in the Nado ecosystem.

4. Others

· Monad Team Member Changes

Monad Foundation's Growth Director @Intern announced his departure, transitioning to an advisory role. He reflected on his experience over the past three years participating in Monad's journey from zero to one and emphasized the team's long-term commitment to a decentralized EVM-compatible L1 route.

Community reactions are complex. On one hand, contributions are acknowledged; on the other hand, there are concerns about personnel changes occurring just before the mainnet launch, even leading to teasing interpretations. After founder Keone publicly expressed gratitude, market sentiment slightly eased, but attention to Monad's subsequent execution capabilities remains ongoing.

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