AI Agent Meme Szn

Mantle’s Big Q4

People are sleeping on some of the cool stuff coming to the Mantle ecosystem this quarter, including more COOK airdrops (via cmETH), the Mantle buildathon (applications are open). And the upcoming listing of the COOK token 👀. For a full list of ongoing Mantle developments, read more here.

AI Agent Meme Szn

Silly szn incoming! BTC/ETH/SOL were all up 3% on the day, with BTC surpassing $66k again earlier in the day. BTC ETF inflows also hit $400mm+ on the day, the highest since June 3rd.

Another day of double digit moves in some alts, though it was almost all memes, including TURBO, MEME, BOME, MEW, MANEKI and SYN.

The onchain market is very hot right now, with GOAT running to $160mm at one point during the day (down to $138mm currently). There was some softness in Murad’s List coins which were down ~10% or so on average. The “Truth Terminal / GOAT” copycat meta is in full force now, with launches like Medusa quickly hitting $13mm, FLOYDAI hitting $5mm and SHEGEN hitting $2mm. Medusa also quickly gained meaninful market attention on the day, along with HANBAO, COOK and FWOG. Together they diluted GOAT’s onchain mindshare lead.

The strongest onchain coins of the day included:

• FLOYDAI

• DEEP

• KLAUS

• autism

• PAI

• HANBAO

• FATGF

• SOLCEX

• Stonks

• USEDCAR

• Honk

• DOLAN

DEX bot volumes are really starting to pick up, hitting over $150mm on the day. This is only the second time this level has been hit since August. SOL is also really starting to dominate relative volume share, which hit 72% on the day, its highest since July.

Interesting projects getting smart follows:

• megs

• hempcrafter

• Nano

• Singularity’s Child

• BrokenEmoAI

In Partnership with $IO

$IO has risen to the top of DePin mindshare (per Kaito). Between the ranging price, recent Coinbase listing and the ever growing list of demand side partnerships, things are feeling quite bullish for this platform.

SMART MONEY CORNER - Presented by chainEDGE

• ETH new launches were a joke on the day, as was the level of smart money interest

• SOL smart money found 3 new tokens the most compelling: MEOWMEOW, MEDUSA and SHEGEN

• EVM smart money now has a new non-PEPE favorite token: BITCOIN

• While the SOL side looked weak outside of GOAT, USA and FLOYDAI (and the new launches mentioned before)

MEME OF THE DAY