Morning Summary | January 7th

DVM Team

07 Jan 2025 — 1 min read

Executive Summary:

Majors gave up some gains, but $BTC still above $100K with $SOL at $212. Big news was Jensen Huang of NVIDIA calling AI Agents "the next robotics industry, and likely to be a multi-trillion dollar opportunity". We believe some of this optimism translated to bids, mostly on the Infrastructure side. Infrastructure names remain strong with $SWARMS and $GRIFFAIN briefly reaching $500m, $CNJR (new, $14m), $TETSUO (+75%), $SVMAI (+70%), and $GRIFT (+38%), $ALCH (+27%). On the agent side, $AI0X (+75%), $ASHA (+50%).

Infrastructure and Platforms:

- $AI16Z, its GitHub repo reached 100k stars. @ai16zdao's new website is live. @ARCAgents and @eigenlayer announced a partnership with eliza labs.

- $ALCH, its ecosystem is now equipped with X api for users to integrate datasets from X into their applications.

- $VIRTUAL, partnered with @SovrunOfficial to redefine gaming with AI-powered experiences backed by the $GAME framework.

- $GRIFT, announces X capabilities for agents to harness Twitter data to automate and enhance DeFi strategies.

- $ALPHA, opened access to the first 500 users on the waitlist for Alpha Studio.

- $SWARMS, its Github is on a trending spree at 2nd position.

- $ARC, is holding a space today to discuss the road ahead.

- $AETHER, the team introduced a new website.

AI agents:

- $ZEREBRO, partners with @askthehive_ai to build swarms that can communicate and coordinate optimal actions on-chain. Simultaneously, swarms skeleton pr is live to run multiple agents in parallel. A new music track is live on apple music with Korina Yu feat @0xzerebro

- $TANK, gets a new listing with @BVOX_global.

- $VADER, enters in to CEX with a listing on @gate_io.

- $ACT, announces a grant for @GnonOnSolana.

New Tokens:

1/ $CNJR | @conjureai, a new platform for AI developer agents that can be used to describe what you want to build, and it becomes reality.

2/ $AKE | @akedofi, a new project launched where MemeFi, GameFi, and AI collide. Where you can, Bet on meme coins and compete for rewards.

3/ $MCPAI | @mcpagentai, a smart system that retains and uses context to enable dynamic, personalized AI interactions.

Morning Summary | January 22nd

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

$Aether: FUD Creates Attractive R/R

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/

Morning Summary | January 21th

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

Understanding The $Trump Launch: $SOL and Ecosystem Having a YUGE Day

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

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Morning Summary | January 22nd

$Aether: FUD Creates Attractive R/R

Morning Summary | January 21th

Understanding The $Trump Launch: $SOL and Ecosystem Having a YUGE Day