Executive Summary: BTC down slightly to $104k, with $SOL showing relative strength +2% to $255. AI names are up materially reflecting on-going momentum and Trump's announcement of a $100B private sector investment into AI (Stargate Ventures), which is mostly benefitting the our Infrastructure names. AI Infrastructure names $AETHER
Notable Event | $AETHER (1m FDV) | @aetherdotfun Via @litm_sol Since our initial report, $Aether has declined ~90% from $11m FDV to $1m, and its down 97% from its ATH of $30m. In large part, we believe it’s been FUD stemming from i/ Lack of transparency and irregular communication ii/
Executive Summary: $BTC recovering towards $105k with $SOL slightly higher to $242. Bulk of our coverage has inflected higher in the last 24h, marketing what we think was a local bottom (see our note yesterday). New token $QUDE performing well above $40m and many tokens up 50%+. In Infrastructure, $QUDE
Note: this is a retroactive add to match X publication on (01/18/2025) DVM View: The $TRUMP launch, ahead of his inauguration in 2 days, was nothing like we’ve seen before (see our short note last night at $6B FDV, notifying our audience). Overnight, $TRUMP garnered over ~$8B
New Token: Quick Glance | $Qude ($30m FDV) | @Qudeai DVM View: $QUDE is both an open-source low code platform and modular framework on $SOL designed to facilitate the creation, deployment, and interaction of on-chain AI agents. $QUDE primarily addresses the complexity of deploying scalable, secure, and data-analytical AI applications in a
Executive Summary: $BTC momentum continues at $102k+, as most alts and AI (sans Memes) on pause after a strong run-up the last 2 days. On the fundamentals, the key developments: @ElizaOS_ai integrates with @trondao and @thirdweb for AI agent development while @0xzerebro partners with @hyperbolic_labs for decentralized compute
Notable event | $GRIFT ( $125 M FDV) | @orbitcryptoai Via @ryanmcnutty33 & @chrisjries DVM View: $GRIFT has benefited from on-going momentum in the hot DeFAI (Defi x AI) sector but, more meaningfully, from on-going internal execution, and improved tokenomics with growth metrics to follow. In this note, we highlight recent significant developments
Executive Summary: $BTC slightly lower at $97.5k after yesterday's pump, with alts moving slightly higher. AI tokens largely a mixed bag after yesterday's strength, as many leaders were up +30%. In Infrastructure, $LUMO (new, $8.6m), $JAIL (+190%), $APY (+70%), $dGPU (+60%), $BUZZ (+40%), $ALCH
Notable Event | $ELIZA ($115m FDV) | @elizawakesup Via @ai16zdao by @shawmakesmagic DVM View: Yesterday, @elizawakesup released Technical papers and a Tokenomics documentation. The key incremental take-aways on the technical side revolve around an “Eliza Everywhere” theme: i/ Real girl companion, DePin and media content; ii/ web & mobile interaction-type (multimodal) with
Executive Summary: Majors up with $BTC ~$99k and $SOL $196, and AI names following-thru nicely. Top news was $ELIZA update yesterday; and sharp rebound in top frameworks $ai16z and $ARC which is on-going. In Infrastructure, $SORA (new, $16m), $ALPHA (+100%), $ARC (+56%), $APY (+44%), $GAME (+33%), $GRIFT (+30%). In AI
Executive Summary: $BTC and majors higher, on cooler PPI data, carrying most AI names along with it. $Pippin demo'd its new Framework (albeit without a release date) and $ai16z continues to ship updates. On the Infra side, $ai16z rebounding (+20%), $AIOS (+77%), $AVA (+43%), $HYPER (+40%), $SVMAI (+35%
Notable Event | $Pippen ($165m FDV) | @pippinlovesyou Via @yoheinakajima DVM View: @yoheinakajima demo’d the highly anticipated open-source python-based $Pippin Framework tonight (official release still TBD), with 11k viewers tuned in on X (note: $pippin has 28k holders). Our take-aways are: 1/ Web UI looks clean; 2/ simple and easy and