Everyone is busy chasing AI shitcoins, but the real signal is hiding in the plumbing.
While the market watches $ETH bounce around $2900, the institutional "smart money" just tipped their hand. We’re seeing a $170M restaking deployment from SharpLink specifically tied to ERC-8004. This isn't retail hype; this is infrastructure being built before the January 30th mainnet window.
Here’s why ERC-8004 is the only AI play that actually matters right now:
1. The "Toll Road" Model Joseph Chalom (ex-BlackRock) nailed it: Ethereum is a toll road. AI agents need two things to function: trustless reputation and immutable settlement. Google and OpenAI are building "closed gardens" (A2A payment protocols). But no autonomous agent is going to trust a centralized tech giant to settle its cross-border logic. They need a neutral ground. That’s what ERC-8004 provides.
2. Infrastructure > Apps History proves that in every cycle, the layer that captures the most value is the one the apps must use. We’ve already got 565+ agents registered on 8004scan. Polygon and Alias are already prepping their L2s for integration. While individual AI tokens pump and dump based on tweets, ETH is positioning itself as the literal backbone of the agent economy.
3. The Liquidity Moat Critics say agents will move to "cheaper" chains. They’re wrong. High-value agentic logic requires the deepest liquidity and the highest security. With $333B in TVL, Ethereum is the only place where an AI agent can settle a million-dollar transaction without slipping #eth
【Mainstream coins today market overview|Consolidation as the main trend, direction still brewing】
Today’s overall market can be summarized in four words: high-level consolidation. Mainstream coins have not experienced extreme market conditions, but rather have been fluctuating within key ranges, with market sentiment leaning towards caution.
First, looking at $BTC, the price is testing back and forth within a high-level range, with clear divergence between bulls and bears. The upper resistance level has been tested multiple times, but the lower support remains relatively stable, indicating that there has not been a panic sell-off. From a capital perspective, the main players appear to be waiting for new catalysts rather than directly choosing a direction.
$ETH is performing relatively steadily, following the market's fluctuations, but its support during pullbacks is slightly stronger than BTC, indicating a relatively healthy short-term structure. If capital chooses to break out later, ETH will still be the market's core barometer.
$BNB is running strong today, showing relatively independent movement, suggesting there is still some internal capital support; meanwhile, $SOL slightly retraced along with the market, and short-term attention should be on whether it can hold near previous lows.
Overall, it is not a phase of extreme sentiment at present, but rather a consolidation period within a trend. In this kind of market, the risks of chasing highs and cutting losses are considerable; patiently waiting for a breakthrough or breakdown at key levels may yield more certain opportunities.
📌 Strategy thoughts: Do not blindly over-invest, do not act emotionally, and focus on BTC's range selection. Once it breaks out with volume, mainstream coins are likely to follow suit. {spot}(BTCUSDT)
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#ETH Trump is shouting that the government should shut down, purely a political show of two parties wrangling! In the short term, a shutdown is highly probable, but it won't last long, which will lead to a wave of emotional selling in the crypto market, fundamentally not changing the mid-term trend. Don't panic, just wait for the results of the funding negotiations in Congress on January 30. If an agreement is reached, the market will recover immediately; this wave of fluctuations is just like giving away money, just keep a steady rhythm on the right side!
#美联储利率决议 According to the market, this interest rate decision is very likely to be favorable. Currently, the yellow hair is inclined to raise, unlike Powell. The formation and content of this decision were all part of a pre-arranged script. Initially, some negative news was laid out, and before the news landed, the interest rate decision landed with favorable news. On one hand, the negative news misled and got people to sell; on the other hand, capital is analyzing the market. After raising the price, of course, there will be plans for selling. In the middle to late February, it is highly probable that favorable news will allow everyone to buy back the goods they sold at a high price.
#美国伊朗对峙 The yellow-haired person is unlikely to take action because the military expenses are significant. Last time, capturing the Maduro couple didn't cost too much, and the informant's reward was not given. This time, it's purely a show of deterrence; this action doesn't incur much military spending but can indeed raise gold prices. You should know that the world's gold reserves are in the hands of the yellow-haired person.
🎁🎁 Thank you all for your company along the way. It is already a blessing that there are people who read the words and debate the viewpoints. A little thought is prepared in the comments section. Let's encourage each other. #bnb #红包 #币安 $BNB
Go language (Golang) is an open-source programming language released by Google in 2009, designed by Ken Thompson, Rob Pike, and Robert Griesemer. It aims to combine the development efficiency of dynamic languages with the performance and safety of compiled languages, making it particularly suitable for building concurrent, distributed, and network applications.
Core Features:
· Concise and Efficient: The syntax is similar to C but removes complex features (such as classes and inheritance), with fast compilation speed and high execution performance. · Built-in Concurrency: Simplifies concurrent programming with goroutines and channels. · Cross-platform Support: Supports cross-compilation and is fully compatible with UTF-8 encoding. · Automatic Memory Management: Features a garbage collection mechanism.
Design Intent: Addressing the issues of compilation speed, complexity, and insufficient concurrent processing in languages like C++, Go provides a more efficient development experience.
Main Application Scenarios: Network services, system programming, cloud computing tools (such as Docker, Kubernetes), distributed systems, etc.
Why Learn Go?
· Balances development efficiency with runtime performance. · Designed by top teams, widely used in internet infrastructure. · Concise syntax, easy to learn and deploy, suitable for modern high-concurrency scenarios.
The Go language has become an important tool in the cloud-native and microservices fields, making it one of the preferred choices for developers building high-performance backend services.
#势不可挡 #美股七巨头财报 (Sprint 20K, Scrape 888U) I used to think about whether everyone could like me. I would ponder over a light comment from others all night; I would hide my true thoughts to meet the expectations of others; I would fear conflict, rehearsing my refusals in my mind hundreds of times. It was only later that I slowly understood that you can never control other people's thoughts and opinions. Just like some people like sunny days, some prefer rainy days, and some think you are enthusiastic, while others may say you are noisy. Different values do not need to be forcibly merged; different understandings do not need to be debated. What we can do is never to change others' views, but to live and express ourselves with sincerity. Those who like you will naturally embrace your honesty; those who do not like you, let them go with the wind. After all, life is a wilderness, not a track. Being the most authentic version of yourself is the best way to explain life. $ETH