Are We Back...?

In Partnership with $IO

The team at $IO thinks we’re still in the early innings of the AI supercycle, and lays out a compelling case for why smaller / more nimble builders are already using its IO intelligence platform.

Are We Back...?

Following further confirmation of Trump backing off the expected 4/2 tariffs, both crypto and equity markets rallied on the day. The S&P and QQQ were up ~2% while BTC hit $88k for the first time since 3/7 (currently trading at $86.5k). SOL is back to $140 after being revived by the ROUTINE guy, ETH is closer to $4k than it is to zero, and Saylor bought another slug of BTC ($584mm).

OTHERS is up 4% on the week (flat BTC dominance) and looking at OTHERS dominance continues to look quite bullish at least for further relief.

Alts broadly continued their momentum, led by a 43% move in ALCH and a +36% move in ARC. In general it seems like most people are just waiting out to see where markets go next (and maybe are just chilling in juicy Berachain farms).

The MNT Yapperboard Challenge is Live

In case you missed it, Mantle’s Yapperboard challenge recently launched on Kaito - by finishing in the top 50 yappers, you’ll qualify for a share of 50,000 $MNT (or ~$40k)

Things onchain also continue to slowly improve, with strength on the day in BUZZ, MOBY and GRIFT. ROUTINE continues to be defended at the ~$10mm level and the day saw a new runner with the Retard Finder coin, which hit $4mm (now $2mm).

From an onchain mindshare point of view, Fartcoin continues to lead while Routine has been losing attention (which is usually the problem for “one time” viral events as the tokens never seem to last).

Trench trading volumes saw a small uptick on the day, but remain incredibly depressed vs. most of 2024 levels.

Trench attention continues to migrate away from Base & BSC back to SOL..

Led by a few launches actually hitting + sticking above $1mm for the first time in awhile.

Interesting accounts getting smart follows:

• Julien Coulaud

• Sheep Coin

• Lumen

• Frontrun.pro

• Rain

• Unwrap Labs

• Bronto

• Project Zero

In Partnership with INFINIT

If you’re looking for something to tinker with during this boredom, check out all of the innovative infrastructure that INFINIT has built. You can build dapps, launch tokens and deploy AI agents all from INFINIT (and you earn airdrop points too for using).

SMART MONEY CORNER - Presented by chainEDGE

• Seeing a small pickup in smart activity today, led by buying into jellyjelly, FWOG and UFD

• From a balances perspective, nothing really new, with Fartcoin the only coin held in size

MEME OF THE DAY