#市场调整策略 Waiting for opportunities to buy at the bottom, bull market is optimistic

Monthly mobile wallet users: The number of mobile wallet users exceeded 35 million for the first time last month, showing the rapid growth of this field. User growth is driven by well-known wallets such as Coinbase and MetaMask as well as emerging wallets such as Phantom and World App. To further increase user activity, developers need to build more consumer-friendly applications while balancing the security, privacy and ease of use of wallets. Adjusted stablecoin transaction volume: Stablecoins have diverse uses, including payment, remittance and inflation protection, and have become one of the lowest-cost ways to transfer US dollars. Stablecoin transaction volume is expected to continue to grow in 2025, but distinguishing between real use and robot transactions remains a challenge. The adjustment method proposed by Visa can more clearly show the actual adoption of stablecoins and monitor their growth. ETF net inflows: The United States approved Bitcoin and Ethereum ETFs, which is an important milestone in the cryptocurrency field. So far, the net inflow of Bitcoin ETFs is 515,000, while that of Ethereum is 611,000, indicating strong market demand. Net inflows of ETF funds are expected to increase in the future, and this trend can be monitored through deposits and withdrawals of on-chain custodial addresses. Comparison of spot trading volume of decentralized exchanges and centralized exchanges: The spot trading share of decentralized exchanges (DEX) has steadily increased to 11%, indicating that users are interested in decentralized trading. The recent rise of high-throughput chains such as Coinbase Base Chain and Solana has further promoted new highs in decentralized trading volume. As more consumer applications are launched, DEX trading volume is expected to continue to climb in 2025. Blockchain total transaction fees: Total transaction fees reflect the total demand for block space on the blockchain, that is, the value of economic activity. Solana's transaction fees exceeded Ethereum for the first time in November 2024, despite its significantly lower per-unit transaction cost. In the long run, total transaction fees are an important indicator of blockchain economic activity and user willingness to participate.