What's new?
• Bitcoin dips to $90.3K briefly, at $92K currently
• Azuki NFTs jump after ANIME tokenomics released
• $4.5B wiped out of AI sector over the weekend, leaders down 30-40%
• Mango Markets shuts down post SEC settlement
• BTC dominance rises, XRP outperforms
What's new?
• Crypto majors bounce, BTC back above $96,000
• Tether is moving HQ to BTC-friendly El Salvador
• AI Sector rebounds 40% to $14.7B, leaders up big
• Trump reported to execute a series of pro-crypto actions on Day 1
• Binance to face US class action lawsuit
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🟥 Things I’m looking at today 🟥
BTC below $91k, dollar at 2-year high, AI crypto faces deep sell-off
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Crypto
* BTC: 90.7k (-4%), ETH: 3050 (-6%), SOL: 177 (-7%)
* Top Gainers: FTN
* BTC ETFs: -$149mn, ETH ETFs: -$69mn
* BTC below $91k on strong dollar & inflation fears
* MicroStrategy buys $243m more BTC
* BTC consolidates below 20-day EMA
* BTC dominance rises, XRP outperforms
* Two more US states consider BTC reserves
* Bessent to divest $250-500k BTC ETF holdings
* FDIC official criticises crypto restrictions
* FTX to start repaying creditors post Jan 20
* Dimon compares BTC to smoking
* Trump’s crypto promises could time: NYDIG
* Geraci predicts 50 new crypto ETFs in 2025
* Mango Markets shuts down post SEC settlement
* USD0 stablecoin briefly falls below 0.9
* CFPB targets wallet makers
* ONDO to see 20% unlock this week
* Moonpay acquires Helio Pay
Macro & General
* NASDAQ: 19.2k (-2%), Gold: 2700 (0%)
* Stock futures continue to fall on inflation fears
* Dollar hits 2-year high
* Markets no longer price in a rate cut by year-end
* This week: US PPI & CPI, bank earnings
* ECB plans further rate cuts to achieve 2% inflation
* Spike in UK rates could cause public spending cuts
* Canada to retaliate if Trump imposes 25% tax
* China’s trade surplus hits record $1T
* US sanctions on Russian oil pushes oil above $81
* There is a deal to be made on Greenland: Vance
* Ukraine should lower draft age to 18: Trump
* LA wildfire blaze rages on, death toll rises
* Germany blocks $3b arms package to Ukraine
* Qatar mediator sends final Gaza deal draft
* Nvidia criticises Biden’s AI Diffusion rule
* AI may soon do work of engineers: Zuckerberg
* Meta allegedly used pirated data to train AI
* UK unveils plan to become AI leader
* Microsoft to crack down on generative AI misuse
Left-Curve Corner
* Hot coins: MLG, GRPH
* Hot NFTs: Azuki, Creepz, Kaito Genesis
* AI agent market cap nosedives back to $11bn
* AI mindshare back to 48%, memes rise
* AI agents to $92bn by year-end: Arca
* AICC $75m, FUD for distribution & Bankless sales
* AI16Z faces more FUD over Shaw’s comments
* Wintermute’s top coins face 70%+ drawdown
* ZEREBRO 11th straight red day after Binance perps
* ANON announces new framework for DeFAI
* MLG hits $175m as dev’s burn tokens
* Azuki’s ANIME coming this month, NFTs rise
* HYPE stakers to receive Azuki’s ANIME drop
* Creepz hit ATH, flip MAYC ahead of token drop
* OpenSea emails leaked in 2022 now public
* Pastor indicted for crypto fraud
* Singapore bans Polymarket over gambling law
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🟥 Things I’m looking at today 🟥
Crypto rebounds, stocks wipe out election gains, AI agents leads strength
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Crypto
* BTC: 96.5k (+6%), ETH: 3225 (+6%), SOL: 188 (+6%)
* Top Gainers: KAS, AI16Z, VIRTUAL, HYPE, LDO
* BTC ETFs: -$284mn, ETH ETFs: -$39mn
* BTC hits $89k then rebounds strongly
* Trump prepares several crypto EOs on day 1
* SOL, XRP ETPs could attract $15bn inflows: JPM
* Tether moves HQ from BVI to El Salvador
* Trump to have $1m per head Crypto Ball
* Binance to face US class action lawsuit
* Meta’s board advised to buy BTC with treasury
* Semler Scientific buys $221mm BTC
* Ming Shing buys 500 BTC
* Italian bank Intesa Sanpaolo buys 11 BTC
* Remixpoint buys $32mm BTC
* Latest crypto MacOS malware overblown: Apple
* BTC adoption outpaces phones & internet: Blackrock
* Blackrock BTC ETF launched in Canada
* Crypto bank Sygnum hits unicorn status
* Robinhood to pay $45m in SEC settlement
* Warren encourages Bessent to be strict on crypto
* Coinbase has partial legal win vs SEC
* Sony’s Soneium L2 blockchain launches
Macro & General
* NASDAQ: 19.2k (-2%), Gold: 2700 (0%)
* S&P wipes out all gains since election
* Stock futures rebound ahead of PPI today
* Global bond sell-off deepens, US 10y at 1 year high
* Trump not exonerated: Smith
* Trump considers 2-5% monthly tariff ramp
* DJT rises 20%+ ahead of inauguration
* Biden’s AI chip export restrictions spark backlash
* Biden admin snubs Tesla $100m funding request
* Biden to give people affected by California fire $770
* Ukraine not in position to negotiate: NATO chief
* Trump to meet Putin post Jan 20
* China cuts PBOC staff pay
* China may sell TikTok to Musk if US bans it
* EU considers expanding X probe
Left-Curve Corner
* Hot coins: Fartcoin, AIXBT, Anon, AVA, ARC, MOBY
* Hot NFTs: Bit Bears, Baby Bears, Wealthy Hypio Babies
* AI agent market cap rebounds to $14.5bn
* Fartcoin $1.1bn, up 40% and leads AI rebound
* AVA, PIPPIN, Anon continue strength in AI utility coins
* HOLO $25m, AI holographics from AVA team
* MOBY $40m, AI co-pilot built using GRIFFAIN
* DeFAI coins strong including Anon, GRIFT, HIVE
* UFD $210m, nears ATH after Fartcoin rebound
* Coinbase to list PNUT for spot trading
* Kalshi names Trump Jnr as advisor
* CFTC may probe Super Bowl futures trading
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🟥 Things I’m looking at today 🟥
XRP leads rebound, CPI report today, DeFAI mindshare grows
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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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🟥 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 & 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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What's new?
• Bitcoin holding near $94K levels
• Aiccelerate DAO launches, soars to $300M in debut then settles at $120M overnight
• ETFs see slight outflows
• North Dakota & New Hampshire draft legislation for Bitcoin reserve
• MLG soars 90% to $150M, leads movers
What's new?
• Bitcoin at $97K
• XRP leads crypto rebound, up 20% this week
• SEC never said BTC, ETH are securities: Gensler
• Trump’s World Liberty transfers $61m ETH
• TON Blockchain targets US expansion
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