Donald Pump to the Rescue

In Partnership with $IO

DeFAI is the hottest subsegment of the AI agent meta, and $IO is a key beneficiary of these compute heavy AI applications. It’s no surprise that after hitting ATHs of daily revenue of ~$60k, that it has been very resilient. I think the recent partnership with INJ’s agent offering will accelerate this tailwind.

Donald Pump to the Rescue

I think we’re all back to having fun. BTC tapped $100k, Trump is suggesting a “US based coins” reserve which has sent XRP and SOL up double digits on the day. XRP is now up 45% over the last 7 days and is a 2x away from flipping ETH (lol). XRP traded $2bn today on Coinbase, 2x more than BTC. Coinbase is listing PNUT and AIXBT, SOL flipped BNB and Jupiter’s airdrop checker dropped. Major AI coins across the board have bounced hard from the bottom, including:

• Virtual from $2.6bn to $3.5bn

• AIXBT from $371m to $700m

• ai16z from $1.15mm to $1.53bn (weakest of the group)

• Fartcoin from $646mm to $1.25bn

• Zerebro from $227m to $317m

• GRIFFAIN from $282m to $561mm

Top 100 strength included XDC, XRP, Fartcoin, HBAR, ALGO and KAS, which were all up 30%+ this week. BTC dominance has started walking downwards again, hitting 57% today while OTHERS is up 12% from the Jan 13th bottom.

Chart of the Day with Vertex

XRP again. It just keeps going up. XRP remains one of the strongest top 100 coins, is now doubling BTC’s volumes on Coinbase today, and CB app ranks have bottomed. Try app.vertexprotocol.com and trade XRP with up to 10x leverage and play for the flippening of ETH.

Pretty good day for SOL coins, with the strongest all up 30%+, led by WHISP, JAIL, WAVE and more.

AIAI and ROSSCOIN were the runners of the day, with the former at $50mm and the latter at $20m. ai16z and arc were attention losers on the day, but still led overall mindshare. While ROSSCOIN, anon, BUZZ and MOBY were the most notable attention gainers of the last 24hr.

With the vibes improving, trench volumes have also started to re-accelerate, which is a good tailwind for onchain SOL coins.

0-5d old SOL coins with notable smart balances included ROSSCOIN, MOBY, MACK, CGAI and GAIM.

Interesting accounts getting smart follows:

• GAIM

• FartStrategy

• RossCoin

• Quv.ai

• Backprop Finance

• Moby

• seeds

mETH Mainstream Adoption

Bybit users can now use cmETH to trade with up to 10x leverage on CMETH, earn 6.4% APRs on flexible savings plans and use cmETH as collateral for loans. This marks a major milestone in cmETH and the broader Mantle ecosystem’s mass adoption plans.

SMART MONEY CORNER - Presented by chainEDGE

• Smart buying on the day was led by ROSSCOIN, AGT, swarms and MLG. From a balance perspective, MLG saw the most $ accumulation over the week, arc still leads by # of $10k wallets, and BUZZ is now in the top 10.

• TRON and KEKIUS led EVM flows on the day, with nothing really notable in balances outside of WOJAK.

MEME OF THE DAY