Tik Tok Szn & Ai16z Drama

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Tik Tok Szn & Ai16z Drama

BTC tapped $94k and has cooled back off to $92k and change. ETH & SOL were basically unchanged while BONK once again led top 100 coins in strength (and now is firmly at ATHs). BRETT and GOAT were also top 100 leaders on the day, while DOGE, DOG and ZEREBRO were mindshare leaders ex-majors. Phantom also broke into the top 3 utility apps on iOS 😨.

The BTC ETFs are getting inflows again while Coinbase app ranks have cooled off slightly (and could be bouncing). Trump is considering a crypto lawyer to lead the SEC and BTC dominance is still above 60%.

Chart of the Day with Vertex

While things have been quiet from GOAT as of late, the chart looks good and my quant says its going to $2. At app.vertexprotocol.com you can trade GOAT with up to 10x leverage.

The last 24hr onchain have been something else. Last night there was a major selloff in AI coins after ai16z launched another ELIZA token (+ some crime), which has for now hurt credibility for the project’s founder and the associated coins (this is a gross oversimplification but I’m exhausted). The AI beta majors like Fartcoin and Zerebro trading down sharply during the Eliza sell off + people chased the new ELIZA, though during the day everything came back to life. While CT was chasing AI coins, Chillguy (tik tok coin) quietly ran to $100m, and then was chased to $200mm causing AI bags across the board to get hit again. And then this evening we saw a continuation in the tik tok trend with launches like HUZZ and WAIT hit $15m+. But the best part of the night was when a kid live stream rugged a coin (QUANT) on pump.fun for $30k and then CT sent it to $45mm to make him cope.

The strongest onchain coins of the day were primarily more tik tok and other non AI memes including:

• HUZZ

• WINTER

• CHILLGUY

• Chillgirl

• RZLR

• MOODENG (eth)

• Flower

• DOGEFATHER

• Cheems

• aura

Eliza, Chillguy (and soon QUANT) were attention leaders over the day. If you look over the week, it is easy to see that the attention cycles are accelerating, with the market struggling to focus on a coin for too long.

Moonshot volumes nearly hit ATHs again today, another sign that retail is here in a big way.

0-5d old tokens with $200k+ smart money holdings included CHILLGUY, ELIZA (new), eliza (old), MATL, HELA and of course QUANT.

Interesting projects getting smart follows:

• Pure Markets

• sootcase

• GodsDotFun

Mantle / cmETH

Mantle’s staking product continues to crush it, with TVL climbing past 100,000 cmETH. With cmETH, you can earn staking yields, restaking yields from Eigen, Symbiotic, Karak, Veda, and on top users receive COOK rewards. Learn more at https://meth.mantle.xyz/restake

SMART MONEY CORNER - Presented by chainEDGE

• CHILLGUY, vvaifu and RIF led smart money buying on the day

• While $10k+ SOL smart holders was now led by CHILLGUY. Outside of this, balances were looking weak across the board.

• ETH smart money was seen bidding DOGE, PEPE and MOODENG

• With balance trends firming up for SHRUB and DOGE, along with notable accumulation in DOGECAST, SPX and APU.

MEME OF THE DAY