AI Coins (Again)

Mantle’s New Pillar

Mantle has already been architecting the next generation of on-chain finance through three existing innovations:

• Mantle Network combines modular architecture with zero-knowledge technology, setting new standards for institutional-grade blockchain infrastructure.

• mETH Protocol, now ranked 4th globally in ETH liquid staking, provides enhanced yields through advanced restaking mechanisms designed for sophisticated capital deployment.

• Ignition FBTC bridges traditional Bitcoin into Web3, creating seamless CeDeFi opportunities for institutional participants.

But they’ve also hinted at the introduction of a transformative cornerstone product that strengthens the connection between traditional financial systems and DeFi 👀.

AI Coins (Again)

BTC is now back to $105k and change while SOL was up 8% to $257. ETH continues to trade flat at $3.3k for what seems like a year now. Top 100 strength was led by ai16z, TRUMP and HYPE which were all +20% along with VIRTUAL, WLD and BONK.

After a brief period of outflows, BTC ETFs are seeing $600m+ daily inflows again, now for 4 straight trading days. Other news flow on the day included Ross Ulbricht getting pardoned by Trump, along with Trump announcing $500bn in funding for AI infrastructure. TradFi continues to hate (but shoutout) Fartcoin, with hedge fund manager David Einhorn (who’s returns have been awful) saying the market has entered the “Fartcoin stage”.

Chart of the Day with Vertex

Retail is obviously here (though they are currently gambling onchain with Moonshot). But retail’s favorite coin continues to look good, bouncing nicely from ~$2.8. Try app.vertexprotocol.com and trade XRP with up to 10x leverage.

Good vibes in the trenches today with new launch Stargate running to $24mm along with basically every older AI bag surging. Strength on the day was led by sora, which rose 7x along with prior AI favorites like MLG, Pippin and Project89. Zachxbt also made millions from selling a token named after him, which has got the timeline shook.

Trump mania attention has seemingly peaked and is flowing back towards Fartcoin and AI coins - mindshare gainers were led by ai16z, HSM, arc, Fartcoin and Stargate. While ROSS and Barron were big losers on the day, each with their tokens down 50%. Despite calls on the timeline for memes to catch a bid, attention (and money) ended up flowing right back to AI again.

Moonshot is now the #1 free finance app.

Though its volumes (at least based on Dune) are looking like a potential Christmas tree, with yesterday’s volumes of $165mm down 75% from the peak (but still very, very high).

Moonshot favorites on the day included DOGE, CHAOS, USA, XING and $1.

Virtual revenues were a hot topic of discussion on the day → trading fees have fallen ~80% from the peak.

While trench volumes haven’t really fallen much from their $700mm+ peak.

0-5d old tokens with concentrated smart money positioning included TRUMP, Stargate, HSM and STARDM.

Interesting accounts getting smart follows:

• Stardom AI

  Make AI

  MIRA

  labo

  DOGEai

  Colo.fun

  Daydreams

  Dracula Labs

In Partnership with $IO

Google searches for AI agents are going parabolic. While attention on the AI meta has cooled, this theme is not going anywhere. And the easiest way to get exposure to this trend is through decentralized compute providers like $IO (which continues to hit ATHs in daily revenue).

SMART MONEY CORNER - Presented by chainEDGE

• ai16z, Stargate and AGiXT were the smart money favorites on the day

• Outside of new launches, MLG saw the most notable accumulation on the week, with smart wallets now holding $2.74mm of the token

MEME OF THE DAY