Vibe Shift

In Partnership with $IO

$IO’s BD team stays goated, with a fresh partnership with INJ, which integrates IO’s compute resources with INJ’s iAgent SDK (sounds pretty bullish to me).

Vibe Shift

After another period of its so over, we’re starting to look like we’re back again. BTC is up 6% from yesterday’s lows, while OTHERS rose 9% from the lows, led by top 100 strength in ai16z, KAS, VIRTUAL, DEXE, RAY, LDO, and SPX (murad) which were all up double digits. XRP is up 17% in the last week, 5% in the last 24hr, and the timeline is starting to call for it to flip ETH. Coinbase volumes show a similar sentiment, with XRP volumes already higher than ETH and at more than 50% of BTC volume.

XRP’s lead meme coin, ARMY, is up 3x to $90mm in the last 4 days on the back of the XRP strength (and likely continues to run as XRP keeps momentum). BTC dominance is still hovering around ~58% while Franklin Templeton is bull posting AI agents.

Chart of the Day with Vertex

Continues to be XRP. Strongest large cap on the week, volumes on CB have already flipped ETH (again) and Coinbase app ranks are showing signs of bottoming. Try app.vertexprotocol.com and trade XRP with up to 10x leverage (and hope retail comes back to send this to infinity on it replacing the current banking system or whatever).

Massive relief bounce in all good onchain coins today. AIXBT was up 50% to $524mm (despite it admitting it literally is just a tweet scraper). FAI rose 26% to $555mm and Anon rose 20% to $242mm. Tons of strength in SOL coins as well with things like MOBY, degenAI, ELIZA, LLM and LUCE all up 30%.

ai16z, pippin, AIOS and anon were the mindshare leaders (and gainers) on the day. Still seeing somewhat of a trend in this attention data, with mindshare flowing to the top (ai16z, pippin), or to newer tokens vs. older ones (AIOS, Anon and Moby are all less than 2 weeks old).

Trench volumes still receding at the moment, but holding the $200mm level pretty well so far. Also looks like (at least on TG trading bots) there is a pretty clear trend of volume flocking to ETH & base shortly after peaks (and then we go way, way down).

HYPE metrics have also improved, with both volume and new user stats bouncing off the recent lows.

Honorable mention meme of the day:

0-5d old SOL coins with notable smart balances included LANA, MOBY, HOLO, AICC and AIOS.

Interesting accounts getting smart follows:

• ElizaOS

• Moby

• Euphoria

• INT OS

• Westworld

• Bam Bam Boom

• Seeds

• HardwAIre

• Dev.fun

• Byte Ai

Mantle’s Unstoppable 2024 🚀 

Great read on how MNT crushed it last year, and I think this year will be even more bullish with its settlement upgrades coming via Succinct/SP1.

SMART MONEY CORNER - Presented by chainEDGE

• Smart buying on the day was led by LANA, Fartcoin, WW, pippin and LUCE. Balances are starting to look bullish across the board, with notable shifts in arc, MLG, LUCE, GOAT and GNZ.

• On the EVM side of things, VIRTUAL and DINERO led inflows on the day, while balances were relatively tame outside of accumulation in BITCOIN and VIRTUAL.

MEME OF THE DAY