DeepSeek Aftermath Day #2

2025: The Year of Mantle

MNT remains one of the only top 100 tokens holding up over the last 7 days in a down only market, and for good reason: their 2025 roadmap is packed full of new products following its 2024 success (which you can read more about below).

DeepSeek Aftermath Day #2

The majors bounced slightly vs. yesterday, with BTC back over $102k, ETH at $3.1k and SOL at $235. Still feels like we lack narratives/catalysts on all 3, but despite the volatility, the major 3 are down only ~2-3% over the last 7 days. Top 100 strength was seen in XDC, MOVE, JUP, HYPE, XRP and TRUMP which were all up 9%+. While Pengu, Fartcoin and Virtual were the biggest laggards within the top 100.

From a Kaito mindshare point of view, UFD seems the most notable, nearly flipping Fartcoin in mindshare despite being only 15-20% of Fartcoin’s market cap (the spike in mindshare comes from the coin’s dev getting hacked, but still interesting). VVV is actually probably the highest mindshare token at the moment, with the Ai project launching on Base + getting immediately listed on Coinbase. The token has sold off some since yesterday’s highs (currently trading at $1.35bn) - also note, if you were active in Base AI coins, you may be eligible for a VVV airdrop.

Chart of the Day with Vertex

The ultimate flight to safety → XRP continues to look very good. Try app.vertexprotocol.com and trade XRP with up to 10x leverage.

NVDA stock is down again this morning, which will likely continue to put pressure on most AI coins. There were still pockets of strength on the day, but seems that primarily memes instead of AI led the pack.

Outside of VVV, TruthChain was the other runner of the day after hitting $15mm ATHs. In terms of chainEDGE mindshare, TRUMP still leads, but UFD, Garlic, Anon and isaacx seem more notable in terms of attention gainers on the day.

TG trading volumes looking like a re-acceleration (from an already very high $400mm/day base).

0-5d old SOL coins with notable smart holdings included PASTERNAK, truth, SHIB, cloudy and isaacx.

Interesting accounts getting smart follows:

• LiangWenfeng

• Zizheng Pan

• Venice

• fomo

• berai.money

• TruthChain

In Partnership with IO

While both the equity and crypto markets are now spooked about DeepSeek’s impact on compute demand, I feel like the below meme is timely. And despite AI coins falling out of favor again, $IO continues to see its daily network earnings moving to ATHs (a very persistent theme). Based on the last week of usage, the network is now running at $23mm of ARR, and with AI mindshare likely to grow on the back of DeepSeek, it’s showing no signs of stopping.

SMART MONEY CORNER - Presented by chainEDGE

• TRUMP and UFD led smart buying on the day by a wide margin

• Smart balances across the board were down outside of UFD, GOAT and new launch gambles in PASTERNAK and truth.

• On the EVM side of things, VVV led smart buying with $120k of net inflows

• While VVV also is now #2 in $10k+ holders across EVM smart money.

MEME OF THE DAY