Trading through several narratives & all things crypto in between. Understanding the dynamic landscape of macro economics in our industry. Team @GenXacademy2025
CT NG CRYPTO WEEKLY SUMMARY (Q4, December; Last Week) [2023]
It’s been a tough 2023 as many of us grew tough skins heading into 2024 now.
CT looks to finish the year strong so stay with me one last time in 2023 as I curated this week’s events all in one place for a better read.
🚨Everything Crypto ICYMI – Thursday’s Edition✍️
Your daily breakdown of what actually moved markets across Crypto, DeFi, AI, GameFi & RWAs.
---
💼Macro & Majors
• $BTC is now down 32% this year
• $ETH is down 45% this year
• $BTC crashes under $63,000
• $ETH falls under $1,800
• $SOL dropped to $66, its lowest level since December 2023
•$200B wiped out from crypto market cap in 24H
•Earlier today, $700M in longs liquidated within 2 hours
• $BTC Fear & Greed Index falls to 11 (extreme fear)
•U.S. tech sector surges 42% in 2 months (largest rally in 24 years, AI-led)
•US oil inventories hit lowest since 2004 amid Iran tensions
---
🏛️Regulation & Policy
•SEC elevates digital assets to a strategic priority in its 5-year roadmap (to 2030)
---
🏢Institutional & TradFi
•@Visa, @Mastercard & @stripe to launch crypto stablecoin platform
•@Grayscale’s @HyperliquidX Staking ETF ($HYPG) begins trading today
→Lowest management fee among $HYPE ETPs in the U.S.
•@Citi projects tokenized assets could hit $8.2T by 2030
→Highlights @chainlink CCIP as key infrastructure
---
🧩Projects, Tokens & Ecosystem
•@circle minted 750M $USDC on @solana
• $XRP turns 14🎉
• $TON surges 19% to $2.21
•@binance shuts down its centralized NFT platform
•@HyperliquidX introduced canonical outcome markets (off-chain event trading)
---
🧠DeFi & AI Agents
•@ethena & @coinbase partnership expands onchain finance products
→Coinbase Ventures buys $ENA (open market)
•@moonpay launches “MoonAgents”
→AI agents can move funds, onramp stablecoins (0 fees), automate actions (macOS)
•@NEARProtocol Intents surpasses $20B in all-time volume
---
🏢Real-World Assets (RWA) & Tokenization
•Tokenized stock holders on @solana hit an ATH of 200K
---
📊Market Structure & Activity
•@Polymarket hits $176M daily volume (ATH)
•@HyperliquidX leads 24H fees with $3.8M
→Over 3x @trondao’s $1.2M
---
🚀 Funding
•@deepseek_ai reportedly raising $7.4B in first funding round
---
⚙️Protocol Innovation
•@AerodromeFi introduces predictive allocation
→Moves from backward-looking emissions to forward-looking allocation
→Stakers “bet” on which pools will generate future liquidity & fees
→Early correct positioning = higher rewards
→Enables new pools to bootstrap faster
A shift toward a “prediction market” model for liquidity allocation.
---
📈Daily Movers (24H)
•Top Gainers: $XMR, $M, $XAUt, $PAXG, $CC
•Top Losers: $HYPE, $ZEC, $ADA, $TON, $NEAR
---
⚡Stay Ahead. Stay Informed.
If this added value, then:
❤️ Like • 🔁 Retweet • 🔔 Follow for more crypto market analysis, insights, trends, updates & beyond🌀
I gave Claude $20,000 to LIVE trade the crypto markets.
I was not expecting what happened next...
It printed $8,000+ in its first week of live trading.
The best part is, literally anyone can copy this setup.
In the comments below, I just posted the full architecture (free).
🚨Everything Crypto ICYMI – Wednesday’s Edition ✍️
Your daily breakdown of what actually moved markets across Crypto, DeFi, AI, GameFi & RWAs.
---
📊Market, Macro & Sentiment
•Micron $MU rises 20% in its biggest one-day gain since 2011, surpassing a $1 trillion market cap
•S&P 500 hits a new all-time high above $7,538, on track for its 1st 9-week win streak since 2023
•Crypto Fear & Greed Index drops to 25 — extreme fear
• $XRP sentiment hits highest FUD level in 3 weeks → historically a contrarian buy signal
•Iran says it won’t impose tolls on Strait of Hormuz, but will charge for maritime & environmental services
•@POTUS says Iran talks progressing smoothly, urges expansion of Abraham Accords
---
📈On-Chain, Liquidity & Flows
•Staked ETH hits ATH: 39.2M $ETH (32.19% of supply), with 3.3M queued
•Bitwise Hyperliquid ETF ($BHYP) records $19.05M inflow (daily high)
•Hyperliquid airdrop now valued at $18B at current $HYPE price
•Chainlink reaches $110B in total value secured
•Tokenized stocks surpass $1.6B market cap, Ethereum leads with 41.1% share
---
🧠DeFi, Infrastructure & AI
•https://t.co/rKnVzMFxxZ expands to multichain trading across Ethereum, Base, BNB Chain & more
•Base launches MCP → enables AI agents to trade, manage portfolios & interact onchain
•OKX X Layer introduces Exchange OS →unified infra for spot, perps & prediction markets
•Umbra Privacy launches confidential vesting with Streamflow
•Rhea Finance to launch perpetuals on $NEAR (EVM + non-EVM support)
•GRVT launches Move On-Chain deposit campaign with Binance Wallet
---
🏢Real-World Assets (RWA) & Tokenization
•Solana RWA market surpasses $2.8B (ATH)
•Bitget launches RealityFi → licensed RWA tokenization platform
•Ledger adds support for ADI Chain token amid UAE RWA expansion
•Mitsui launches Japan’s first land-backed RWA token
→ $55.6M real estate (Saitama)
→ fractional access from $647
→ regulated under FSA
•tZERO partners Aptos for institutional tokenization infra
→ compliant issuance + asset management
•Ondo Finance seeks SEC approval for tokenized stocks
→ aims to list 200+ US equities on Ethereum
→ backed by broker-dealer infra + custody via BitGo
•DTCC adds Mirae Asset to tokenization working group
→ joins JPMorgan, Goldman Sachs, BlackRock
•Bybit highlights RWA tokenization as key to India’s $1T fintech growth
---
⚠️Tokenization Risks & Market Structure
•Anthropic warns against unauthorized tokenized stock exposure
→ rejects recognition of synthetic/private share trading
•Clear Street initiates tokenization firm coverage
→ $11 price target (+145% upside)
→ cites rapid growth in RWA infra
---
🧠AI x Security x Infrastructure
•TT Chain integrates AegisAI
→ AI-powered fraud detection, risk scoring & real-time monitoring
•Over $1B lost in DeFi exploits in 2026 highlights urgent need for AI security
---
🎮GameFi
•Top gaming chains:
→ TON +65.79%
→ Solana +50.36%
→ Polygon +17.77%
---
🧩Emerging & Alternative RWAs
•Tokenized Pokémon card fund launches
→ institutional demand for cultural assets
•Korea launches digital asset association
→ tokenize music, art & literature
→ introduces content valuation index
---
📊Token Unlocks
• $GUA → $28.8M today
• $CC (Canton) → $23.3M ongoing daily
• $TRUMP → $12.6M weekly
---
📈Daily Movers (24H)
•Top Gainers: $M, $HYPE, $XMR, $ASTER, $LEO
•Top Losers: $NEAR, $ZEC, $TAO, $BCH, $HBAR
---
⚡Stay Ahead. Stay Informed.
If this added value:
❤️ Like • 🔁 Retweet • 🔔 Follow for more daily crypto market analysis, insights, trends, updates & beyond
BONKUJI is coming and the waitlist is officially open.
Day ones unlock rewards, exclusive access and pulls nobody else has.
This is the part where you brag about being early, sign up now ❗❗❗
https://t.co/eIPZRKpQuz