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🟥 Things I’m looking at today 🟥
Crypto avoided on day 1, Coinbase faces SOL FUD, TRUMP falls 40%
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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
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🟥 Things I’m looking at today 🟥
BTC & SOL ATH, Trump takes office, Trump & Melania release memecoins
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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
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🟥 Things I’m looking at today 🟥
BTC keeps rallying, Trump to make crypto a priority, XRP hits ATH
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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
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🟥 Things I’m looking at today 🟥
BTC dips from $100k, stocks have best day in months, AI agents hit $18bn
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Crypto
* BTC: 99k (+2%), ETH: 3325 (+4%), SOL: 212 (+14%)
* Top Gainers: VIRTUAL, XRP, ENA, HBAR, SOL
* BTC ETFs: +$755mn, ETH ETFs: +$60mn
* BTC reaches $100k before pullback, dominance falls
* Trump considers strategic reserves for SOL & XRP
* XRP at 7 year high, overtakes BTC in Google trends
* SEC files opening brief in appeal against XRP
* Bitfinex to get back 80% of hacked BTC
* BTC could top $300k in 2025: Hashkey survey
* SEC could freeze non-fraud crypto cases
* Trump to commute Ross Ulbricht on day 1
* MicroStrategy targets $2b stock issuance
* Texas senator introduces BTC reserve bill
* Oklahoma lawmaker introduces BTC reserve bill
* Nation state interest in buying BTC: Bitwise
* Pension funds interest in crypto rising
* VanEck’s new ETF focused on crypto firms
* BitMEX hit with another $100m fine
* Monthly trading on CEXs at ATH in Dec
* Justin Sun to launch 20% APY stablecoin
* S. Korea suspends Upbit
* Indian telco giant Jio collabs with Polygon
Macro & General
* NASDAQ: 19.5k (+2%), Gold: 2738 (+1%)
* Stocks have best day in 2 months after muted CPI
* Equal-weighted S&P funds sees record inflows
* Foreign funds dismissing US yield ‘death spiral’
* Trump could ‘save Tiktok’ through EO
* Trump wants Vivek for Vance’s senate seat
* Oligarchy emerging in US: Biden
* Bessent follows Hegseth at confirmation hearing
* Rubio plans militant action against drug cartels
* FDA wants Nicotine reduction by 95% in cigarettes
* Israel & Hamas sign ceasefire, may already be broken
* Greenland must decide on independence: Mette
* China hack of US treasury accessed 3000 files
* UK announces 100 year partnership with Ukraine
* Bezos’ Blue Origin rocket in orbit on 1st attempt
* Nvidia, Accenture and KION partner on AI
Left-Curve Corner
* Hot coins: AIXBT, ARC, ZEREBRO, ARC, GRIFFAIN, BUZZ, MOBY
* Hot NFTs: Azuki, Wealthy Hypio Babies, Bera NFTs
* AI agents sector could hit $60b in 2025: Bitget CEO
* AI agent market cap nears ATH, up 60% in 2 days
* AIXBT $820m up 2x in 2 days, tiered access coming
* ARC $500m, ATH after first handshake project
* GRIFFAIN, BUZZ, ANON, MOBY hit ATH in DeFAI
* MVRS $60m, hits ATH ahead of Trump inauguration
* ai16z to create humanoid robots for $420k each
* PumpFun faces lawsuit over investor harm
* SOLV launches on Binance & Hyperliquid
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Convert all your memecoin dust to $EPIK: https://t.co/8rY15Ccqyf
gm
🟥 Things I’m looking at today 🟥
XRP leads rebound, CPI report today, DeFAI mindshare grows
Subscribe: https://t.co/ys556HXypJ
Crypto
* BTC: 96.5k (+1%), ETH: 3185 (-1%), SOL: 186 (-1%)
* Top Gainers: XDC, IOTA, ALGO, XLM, XRP
* BTC ETFs: +$10mn, ETH ETFs: +$1mn
* XRP leads crypto rebound, up 20% this week
* SEC delays decision on Bitwise 10 Crypto ETF
* XRP derides SEC on refusal to delay appeal
* SEC never said BTC, ETH are securities: Gensler
* Trump’s World Liberty transfers $61m ETH
* Emmer named vice chair crypto subcommittee
* BTC breakout likely before Jan FOMC: 10x
* BTC to dip further as inflation looms: Steno
* Buy BTC below $90k: StanChart
* Accounting rule change good for BTC: Bitwise
* Deribit considers sale for $5bn
* Osprey seeks to convert BTC trust to ETF
* HuiOne illicit marketplace grows 50% in 6 months
* TON Blockchain targets US expansion
* AI agents will revolutionize social media: FT
* UK proposes ban on ransomware payments
* BoE advances CBDC ‘design phase’
* S. Korea delays decision on crypto investments
* Thailand eyes BTC ETF, Polymarket crackdown
* Infinex annouces cross chain swaps for 1000 coins
* Eric Trump discloses he owns SUI
Macro & General
* NASDAQ: 19.2k (0%), Gold: 2708 (+1%)
* PPI comes in lower, paves way for CPI report
* Stocks stable but tech continues to underperform
* US employee engagement at 10 year lows
* German Economy contracts for 2nd year in a row
* France targets EUR30b cuts in 2025 budget
* Trump announces external revenue service
* Trump raising $500m warchest post election
* Trump plans energy dominance EOs
* Trump to accelerate weapons to Taiwan
* Biden removes Cuba from terrorism list
* US blocks imports from 37 more Chinese cos.
* Michelle Obama to skip Trump inauguration
* Russia launches huge attack on Ukraine energy infra
* Hamas accepts 3 phase plan for Gaza ceasefire
* UK inflation data below expectations
* Impeached S. Korean President finally arrested
* SEC sues Musk, claims disclosure failures re X
* Meta to cut 5% of workforce
* RedNote popular as TikTok ban looms
Left-Curve Corner
* Hot coins: ARC, MATES, TOSHI, VADER, Aimonica
* Hot NFTs: Punks, DXNK, Bit Bears, onchain gaias
* AI agent market cap soars back to $15bn
* DeFAI mindshare at the same level as memecoins
* Crypto AI is midcurve, beware: Raoul Pal
* MATES $150m, AI agents from Webiverse team
* VIRTUALS changes value accrual mechanism
* VIRTUALS to buy $40m of agent coins after switch
* ARC $360m, first token handshake project to go live
* TOSHI $100m, on Coinbase listing roadmap addition
* Yuga Labs deny rumours of CryptoPunks sale
* AI coins recover post recent strong correction
* Franklin Templeton releases report on AI agents
* Bubblemaps teases upcoming token
* CT trader Pidgeon doxxed
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Convert all your memecoin dust to $EPIK: https://t.co/8rY15Ccqyf
gm