This year you're going to see me support projects my team invested in over the last few years.
I'll give a heads up about tokens we're an early investor in - if there's any confusion whether I'm just trading something or have deeper involvement, just ask and I'll let you know.
The Morning Minute (1.24)
⏰Top News:
-Crypto majors green, SOL and ETH lead
-Trump signs Crypto Exec Order to build regulatory framework & evaluation reserve
-SEC repeals SAB121 as Banks express interest in crypto
-Vitalik publishes blog aimed at making ETH the core focus of L1+L2 economy
-Crypto Czar David Sacks says memecoins and NFTs are collectibles, not securities
📰NFT Headlines:
-ETH NFT leaders were very red on the day following Azuki's ANIME airdrop; Punks even at 40 ETH, Pudgy -14% at 17.5, BAYC -7% at 13.9 ETH, Azuki -66% at 4 ETH
-Top movers included Abasho (+100%) and OnchainMonkey (+23%)
-BTC NFT leaders were mostly red; Bitcoin Puppets -6%, NodeMonkes 19%, OMB -5%, Quantum Cats +17%
-The Runes leaders were mixed; DOG +2% at $434M mc, PUPS -15% at $58M, BDC +10% at $36M
-The Yuga team fixed an 'issue' with the Punks marketplace allowing min bids to be surfaced, now with a 1 ETH threshold
💰 Token, Airdrop & Protocol Tracker
-The Azuki ANIME airdrop claim went live and has opened at $0.068 ($380M mc)
-Blast debuted its new mobile app, with 50% APY for USDC staking, and also opened its claim for BLAST for points/gold holders (BLAST -8% at $0.0067 and $165M mc)
-Wasabi opened up staking for VINE, the Solana memecoin runner of the day, as they continue to move deeper into meme staking and trading options
-NBA Top Shot launched a new Community Grants program to help fund meet ups and grow the community
-Thorchain's RUNE token falls 30% amidst reports the protocol is insolvent
🤖 AI x Crypto
-Overall market cap was up 1% to $14.4B on a roller coaster day
-Most leaders are mixed, trading within a 5% range: VIRTUAL (+3%), ai16z (-4%), FARTCOIN (+6%), AIXBT (+2%), ARC (-4%) and GRIFFAIN (-5%)
-Top movers include LIMBO (+100%), AIMONICA (+18%), KEKE (+20%) and HENLO (+15%)
-FARTCOIN reclaimed the top spot in mindshare;
-REKT saw the biggest jump in mindshare as the new RektAI agent begins to rollout more of its automated art creations and launched its first auction
-FartStrategy, a memecoin dedicated to buying Fartcoin a la MicroStrategy and Bitcoin, was featured by Bloomberg writer Matt Levine, causing it to spike to $40M
-Trump said America will be the world capital for AI and crypto
-OpenAI demo'd its AI Agent features for the first time yesterday with their first agent Operator
-KEKE debuted its genesis release piece in partnership with Fellowship
🌎 Macro Crypto and Web3
-Crypto majors are green this morning; BTC +3% at $105,300, ETH +6% at $3,400, SOL +9% at $266, XRP +4% at $3.19
-LDO (+19%), ONDO (+17%) & ENS (+10%) lead alts
-Morgan Stanley's CEO said the bank wants to get deeper into crypto by working with regulators to allow crypto transactions for their customers
-Crypto Czar David Sacks considers memecoins and NFTs as collectibles, as expressed during an interview on Fox Business
-Senator Cynthia Lummis was appointed as the chair of the Digital Assets Subcommittee
-Vitalik shared a post calling for L2 to to start supporting Ethereum and cement ETH as the primary asset of the "greater (L1 + L2) Ethereum economy"
-The Trump WLF team bought another $10M of ETH on the day
Memes
-Memecoin majors are mostly green; DOGE +4%, SHIBA +3%, TRUMP -3%, PEPE +7%, PENGU +5%, BONK +4%, FARTCOIN +6%
-A memecoin ALON named after the founder of Pump Fun ran from $1M to $200M in 20 minutes after an endorsement (now back to $50M)
-SAFEMOON was another memecoin runner of the night, soaring to $80M at peak within hours of launch, now back to $50M
-TOSHI was a huge winner on Base, pumping 73% to $235M after going live on Coinbase
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Crypto = high risk. Partnered with @rainbetcom.
1.5M Followers 2K FollowingEntrepreneur & Bitcoin investor. Founder of The Inner Circle, the best Discord community in crypto! Tweets not financial advice.