Up Only

In Partnership with $IO

Trends in the GPU industry are shifting, transitioning back towards scarcity in both A100s and H100s → with momentum returning for AI coins , $IO is positioned to be a leader & outperformer within the DePin category.

Up Only

BTC is stuck at $64k but SOL is starting to move and was up 6% on the day to $152. It was another day of double digit moves in alts, led by SEI, ENA, WIF, SUI and SAGA. Things are heating up across the board while prediction markets expect 5 more rate cuts from the Fed this year. From a mindshare perspective, all high attention coins are good coins with WIF back in the top spot followed by SUI, TIA and TAO.

The onchain market is truly back and swaps on ETH cost $20 again. DEX bot volumes are up only, finally hitting the $100mm mark yesterday (this is when conditions are very very good).

Onchain outperformers were primarily memes, including:

• BRETT

• GOU

• POPDOG

• MOODENG

• ZACK

• HUSBY

• XMW

0-5 day old tokens with $100k or more of smart holdings included DOGGO, EDOGE, MARS and HANA.

MOODENG has risen to the top of the onchain attention dashboard after its run to $70mm+ with other large attention gainers on the day included DEAI, XMW, EDOGE and FWOG.

Interesting unlaunched SUI projects getting smart follows:

• Willy

• SuiPlay

• PlopSui

In Partnership with NAV Finance

I can’t scroll my X timeline without seeing people bull post about Berachain. But sadly I (and many of you) do not have exposure. Luckily, NAV’s Berachain Maximizer SIP allows depositors to get fractional ownership across all the Berachain NFTs -> which is great positioning ahead of the upcoming airdrop and token launch. Learn more at nav.finance and use code Wizard to sign up.

SMART MONEY CORNER - Presented by chainEDGE

• EVM smart money was seen buying Trump related tokens on the day along with AI leader wQUIL

• While flows on SOL were still relatively quiet

• SOL balances looked very good for a few select coins including POPCAT, MOODENG and FWOG

• While the ETH side saw more accumulation, specifically in wQUIL, MAGA, BOBO, WOLF and BRETT

MEME OF THE DAY