Time to get your final BETA points in as MYRIAD pre-SZN comes to an end at 17:00 UTC on January 24th!
SZN 1 on @AbstractChain soon, billions will trade opinions.
Are you ready? ✳️
RUG RADIO IS HEADING TO HONG KONG!
Rug Radio will join @CoinDesk as we take over the main stage at @consensus_hk!
Join us live in person on Feb 19 for the Web3 Art and Culture Summit presented by Rug Radio at the Hong Kong Convention & Exhibition Centre.
What's new?
• Bitcoin hits $102K
• Trump to make crypto US national priority
• XRP hits new all time high, ETF approval odds 70%
• Phantom raises $150m at $3bn valuation
• DOGE ETF in 2025 possible: Wintermute
During Miami, we sat down with @NaughtalieStone & @matthall2000, co-founder of our #partner CryptoPunks, to talk about the past, present, and future of one of, if not the most iconic NFT collection of all time ⏬
What's new?
• Trump's WLF team buys $100M+ of BTC, ETH & other major tokens
• Ross Ulbricht set to be freed
• The ETH Foundation commits to using 50k ETH for DeFi
• Vitalik says he will decide ETH foundation leadership
• MicroStrategy buys 11k more BTC for $1.1bn
Massive episode last week with @HighStakesCap 🎉
This week Wintermute's very own @JO_wintermute joins us to talk about market making, Solana memes, AI, and maybe even a little $TRUMP!
@KeyboardMonkey3@osf_rekt@rektmando
Set your Spaces reminder 👇👀
https://t.co/M3X4q2n2Vz
The Morning Minute (1.17)
⏰Top News:
-Crypto majors rally, BTC leads at $102,400
-Trump deems Crypto as National Priority
-Coinbase adds Bitcoin-backed lending via Morpho
-Abstract intros Rewards details featuring XP
-AI leaders dip after exploit, perps listings
📰NFT Headlines:
-ETH NFT leaders were mixed on the day; Punks -4% at 38.3 ETH, Pudgy even at 23.9, BAYC -1% at 15.3 ETH, Azuki +3% at 13.1 ETH, Doodles +4% to 5.18 ETH
-Keungz Genesis (+58%) and DeepBlack (+43%) led notable top movers
-BTC NFT leaders were mostly green; Bitcoin Puppets +1%, NodeMonkes +6%, OMB -10%, Quantum Cats even
-The Runes leaders were mixed; DOG +9% at $586M mc, PUPS even at $72M, BDC +1% at $38M, GIZMO -3% at $12M
-Anime Foundation announced that the Azuki ANIME coin is coming on Jan 23
-Rocktoshi's countdown has seemingly ended, with a potential announcement coming soon
💰 Token, Airdrop & Protocol Tracker
-Phantom announced a $150M raise at a $3B valuation
-MegaEth DEX GTE raised $10M including $2.5M via Echo
-eToro is planning to IPO at a $5B valuation for its crypto-friendly trading platform
-Wasabi introduced support for AVA, its latest AI token addition, with 3x leverage and staking yield
-Abstract announced its new rewards program where users earn XP by using its apps and via streaming through the Abstract Global Wallet
-MakersPlace announced it's exiting the digital art market in a goodbye message on Thursday
🤖 AI x Crypto
-Overall market cap fell 2% to $18.3B, adding $3B in market cap on the day
-Most leaders down 10-20%: VIRTUAL (-9%), ai16z (-14%), FARTCOIN (+10%), AIXBT (-19%) and GRIFFAIN (-8%); GOAT notable mover +18% to $440M
-No top movers saw gains over 20%; FOCAI (+20%), GOAT (+18%), PIPPIN (+14%), BNKR (+14%)
-FARTCOIN nearly flips AIXBT for top spot in mindshare, after running to $1.55 last night (now $1.40)
-Binance announces perp listings for ARC and AVA, both falls 28% and 11%
🌎 Macro Crypto and Web3
-Crypto majors are up after word of Trump making crypto a national priority, BTC leads; BTC +3% at $102,400, ETH +1% at $3,400, SOL +1% at $219, XRP -1% at $3.25
-OKB (+16%), LTC (+14%), EOS (+10%) & MOVE (10%) led alts
-Trump is expected to make crypto a national priority on day one, with Bloomberg and the NYT both reporting on expected pro-crypto actions to take place on Day 1 of his presidency
-Senator Lummis called out the FDIC for alleged misconduct and destruction of documents tied to its digital asset oversight and investigations (operation chokepoint)
-A proposal to reduce Solana inflation went live for vote
-Nasdaq filed to list & trade the Canary Litecoin ETF
-Tether partnered with LayerZero to bring USDT0 to more blockchains
-Coinbase is launching BTC-backed loans for its users powered by Morpho
-A "Crypto Tower" has been unveiled for Dubai, with plans for a 17-story building featuring blockchain, DeFi, and web3 companies, also featuring a gold shop, exotic car dealership and a club
-Memecoin majors are mostly green up 4-8%; DOGE +7%, SHIBA +7%, PEPE +5%, PENGU -3%, BONK +1%, WIF +1%, MOG -7%
SPX jumps 20%, leading top movers
The Morning Minute (1.21)
⏰Top News:
-Crypto majors have rollercoaster day; BTC at $104,400
-Trump's WLF team buys $100M+ of BTC, ETH & other major tokens
-No crypto executive orders signed on day one, but Elon says Ross is getting freed
-The ETH Foundation commits to using 50k ETH for DeFi
-AI sector starts to rebound, mostly in low-mid tiers; leaders still down
📰NFT Headlines:
-ETH NFT leaders were green after a red weekend; Punks even at 38 ETH, Pudgy +4% at 19.9, BAYC -4% at 13.5 ETH, Azuki +1% at 11.7 ETH, Doodles +4% to 4.44 ETH
-GoPlus (+60%) and Creepz (+30%) led notable top movers
-Autoglyphs saw 2 sales at 123 ETH and 130 ETH, bringing the floor up to 175
-BTC NFT leaders were very green led by OMB; Bitcoin Puppets +10%, NodeMonkes +11%, OMB +25%, Quantum Cats +4%
-The Runes leaders were very green after Binance announced 3 futures listings; DOG +13% at $486M mc, PUPS +50% at $72M, BDC +54% at $42M, GIZMO +40% at $12M
💰 Token, Airdrop & Protocol Tracker
-Nillion announced its airdrop details, requesting registration by Feb 3 along with rolling out an airdrop checker
-Berachain deposits reach $2B ahead of launch
-Wasabi launched its SOLAR BURST game allowing players to speculate on memecoins with no buy in, and top PNLs get real cash prizes (in SOL)
🤖 AI x Crypto
-Overall market cap fell 4% to $13.8B, adding $3B in market cap on the day
-Most leaders down 4-10%: VIRTUAL (-4%), ai16z (+10%), FARTCOIN (-21%), AIXBT (-4%) and GRIFFAIN (-1%); SWARMS notable mover +40% to $160M
-Several AI tokens saw 30-70% rebounds including HOLO (+64%), UBC (+55%), YNE (+43%), TANK (+41%), and MOBY (+27%)
-Fartcoin dominates mindshare despite pullback
🌎 Macro Crypto and Web3
-Crypto majors are red but up from a local bottom; BTC -3% at $103,800, ETH -2% at $3,300, SOL -8% at $238, XRP -6% at $3.09
-MNT (+13%), AAVE (+5%), & RAY (3%) led alts
-The Ethereum Foundation committed to using 50,000 ETH to participate in DeFi on Ethereum
-Trump picked Mark Uyeda as the interim SEC chair until a permanent chair is selected; Uyeda was critical of Genslers and the SEC's crypto approach under his guidance
-The WLF team bought over $100M in major crypto tokens including $47M each of Bitcoin and ETH
-El Salvador bought 11 more Bitcoin for its strategic reserve despite promising to slow down adoption
-Stablecoin supply has gone parabolic on Solana, surging over 50% in the past week to $9B+ with over $2B USDC minted in the past 3 days
-Utah proposed a bill for its own strategic digital assets reserve
Memes
-Memecoin majors are mostly red; DOGE +3%, SHIBA -1%, TRUMP -29%, PEPE -6%, PENGU -5%, BONK -13%, WIF -7%
-The new DOGE website went live at https://t.co/lTmjOE0fKY and features the dogecoin logo on the main page, leading to a 20% surge in DOGE from 0.34 to 0.4
-The WLF team secured ENS domains trumpcoin.eth, erictrump.eth and barrontrump.eth leading to speculation and new potential memecoins
-A ZACHXBT token briefly soared to $90M overnight after the team sent Zach tokens, which he proceeded to sell via liquidity pools for over $3M (token now down 90% to $9M)
🟥 Things I’m looking at today 🟥
BTC keeps rallying, Trump to make crypto a priority, XRP hits ATH
Subscribe: https://t.co/ys556HXypJ
Crypto
* BTC: 102k (+3%), ETH: 3425 (+3%), SOL: 217 (+8%)
* Top Gainers: OKB, FARTCOIN, EOS, LTC, VET
* BTC ETFs: +$626mn, ETH ETFs: +$167mn
* Trump to make crypto US national priority
* BTC hits $102k on Trump EO rumours
* BTC dominance over altcoins to continue: JPM
* XRP hits new all time high, ETF approval odds 70%
* XRP CLO denies alleged Trump criticism
* Solana to weigh possible SOL inflation cut
* SOL may hit $6,638 in 2030: Bitwise
* Phantom raises $150m at $3bn valuation
* Bessent opposes US CBDC
* Coinbase restarts BTC backed loans on Base
* Crypto developer sues US AG
* Tether CEO plans cautious US expansion
* Lummis accuses FDIC of crypto oversight failure
* DOGE ETF in 2025 possible: Wintermute
* Nasdaq applies to list Litecoin ETF
* Swiss bank PostFinance launches ETH staking
* India’s Jio launches mystery JioCoin on Polygon
Macro & General
* NASDAQ: 19.4k (-1%), Gold: 2731 (-1%)
* Futures higher after stocks end 3 day winning run
* Yields continue to fall from recent highs
* BoJ hike threatens Yen carry trade unwind
* Japanese households expect 11.5% inflation
* Biden to commute drug offender sentences
* Musk teases reconciliation with Bezos
* Russian forces recapture large part of Kursk
* Chinese GDP hits ‘official’ target, driven by exports
* China sending VP Zheng for Trump inauguration
* Israel, Hamas sign 42 day ceasefire & hostage deal
* Russia and Iran to sign 20 year partnership pact
* Tech groups sue CFPB over regulation
Left-Curve Corner
* Hot coins: AGiXT, NFLW, ROSSCOIN, UFD
* Hot NFTs: Azuki, Jirasan, Kaito Genesis, Hypios
* AGiXT $90m, project created by well-known AI dev
* ARC drops 40% after Binance perp listing
* Virtuals pauses new agents after mintable exploit
* Coinbase to list AIXBT & PNUT perps
* ROSSCOIN $25m, new coin for Ulbricht’s release
* UFD $270m, hits ATH and leads memes
* ANIME to launch Jan 23rd
* Abstract announces incentives program
Get your Play Solana x $EPIK console: https://t.co/ojQOgDuCfZ
Convert all your memecoin dust to $EPIK: https://t.co/8rY15Ccqyf
gm
🟥 Things I’m looking at today 🟥
BTC & SOL ATH, Trump takes office, Trump & Melania release memecoins
Subscribe: https://t.co/ys556HXypJ
Crypto
* BTC: 108k (+5%), ETH: 3335 (-3%), SOL: 255 (+18%)
* Top Gainers: MELANIA, SPX, SOS, AAVE, LINK
* BTC ETFs: +$976mn, ETH ETFs: +$24mn
* Trump releases memecoin, FDV briefly flips DOGE
* Melania then launches memecoin, hits $10bn
* SOL hits $295 ATH as TVL and DEX volume hits ATH
* BTC hits $109k ATH, reserve odds spike to 60%
* Altcoins fall with Trump coins dominating volume
* RAY flips Tether for fees two days in a row
* WLF completes presale, Eric Trump hints at news
* Trump’s WLF buys $48m ETH and ENS domains
* ’How to buy crypto’ searches at ATH
* Cruz plans to overturn crypto tax rule
* Italian lawmaker wants banks to buy BTC
* Saylor hints at BTC buy for 11th week in a row
* ETH foundation announces leadership reform
* ETH L2s to hit brick wall: Polynomial founder
* https://t.co/SGnsgZFEte gets MiCA license
* Coinbase accuses FDIC of leaving out info
* SEC sues Nova Labs for fraud
Macro & General
* NASDAQ: 19.6k (+2%), Gold: 2746 (0%)
* Trump inauguration today, US holiday
* Stocks had best week since election
* Weaker Yuan making China rate cuts tough
* Trump to sign record 200 EOs on Day One
* TikTok is banned in US, set to be unbanned
* Trump to declare national energy emergency
* Trump to release JFK, RFK, MLK death records
* Trump to strip protections from civil servants
* Biden pardons Fauci
* Vivek set to leave DOGE, run for Ohio governor
* Several world leaders sidestep WEF
* Israel and Hamas begin ceasefire
* Chinese VP meets Musk in Washington
* X rolls out dedicated video feed for US users
* FAA investigating SpaceX starship explosion
* We do not have AGI coming next month: Altman
* Altman to brief US govt on AI super-agents
* AI speeding up kill chain: Pentagon
* DeepSeek AI to release open source model
* Instagram announces new photo editing app
Left-Curve Corner
* Hot coins: TRUMP, MELANIA, BARRON, Fartcoin, USA, CUBA, LOCKIN
* Hot NFTs: Autoglyphs, Milady, Berachain NFTs
* AI agents fall to $14.5bn in Trump coin PvP
* FARTCOIN hits $2.7bn ATH then retreats
* Most other top SOL memecoins down 20-50%
* BARRON hits $400m then back to $20m, likely fake
* USA hits $250m in Trump euphoria
* CUBA the country launches coin, hits $20m
* Milady up 40% after Vitalik uses PFP
Get your Play Solana x $EPIK console: https://t.co/ojQOgDuCfZ
Convert all your memecoin dust to $EPIK: https://t.co/8rY15Ccqyf
gm
🟥 Things I’m looking at today 🟥
Crypto avoided on day 1, Coinbase faces SOL FUD, TRUMP falls 40%
Subscribe: https://t.co/ys556HY6fh
Crypto
* BTC: 103k (-4%), ETH: 3305 (-2%), SOL: 240 (-7%)
* Top Gainers: MNT, RAY, ALDO, AAVE, HYPE
* Crypto falls as Trump avoids crypto on day 1
* MicroStrategy buys 11k more BTC for $1.1bn
* Ross Ulbricht set to be freed
* Coinbase slammed for delayed SOL transactions
* ETH foundation to use 50k ETH to support DeFi
* Vitalik says he will decide ETH foundation leadership
* ETH/BTC at 4 year lows, options stay bearish
* Utah proposes bill to invest public funds in crypto
* Crypto inflows hit $2.2bn last week
* Hyperliquid reports record daily volumes
* Raydium performs record daily buyback
* Pro-crypto Pham is acting CFTC chair
* Pro.crypto Uyeda is acting SEC chair before Atkins
* WLF buys $113m different coins
* Saylor & Marathon execs met Trump team
* Bybit to offer copy trading for gold and FX
* Rumble makes first BTC purchase, hints at more
* El Salvador bought $1.2m BTC this week
Macro & General
* NASDAQ: 19.6k (0%), Gold: 2732 (-1%)
* Futures edge up, Trump still considering tariffs
* Canada & Mexico could face up to 25% tariffs
* Trade war has no winners: China VP
* UK in danger of ‘debt death spiral’: Dalio
* BoJ poised to raise rates to highest in 17 years
* US leaves Paris climate accords & WHO
* Musk takes over as sole leader of DOGE
* US to hit debt ceiling today
* China wont block TikTok US sale
* Undersea cable damage in Baltic ‘wasn’t Russia’
* Panama audits Hong Kong firm in nod to Trump
* AI focus of WEF in Davos
Left-Curve Corner
* Hot coins: BARRON, MLG, FWOG, MOBY
* Hot NFTs: Autoglyphs, Milady, Berachain NFTs
* TRUMP falls 40%, listed on Coinbase
* Barron Trump gets several memes, most are rugs
* ZachXBT makes $4m from ZACH donation coin
* Mark Cuban considers launcing his own coin
* MOBY $100m & SWARMS $150m leads AI coins
* Berachain hits $2bn pre-deposits
Get your Play Solana x $EPIK console: https://t.co/ojQOgDva5x
Convert all your memecoin dust to $EPIK: https://t.co/8rY15CcYnN
gm