ZarriTheHeartist 🧚

The Morning Minute (2.4) ⏰Top News: -Crypto rallies on Tariff pauses, then dips as China retaliates -Trump announces Sovereign Wealth Fund for US -SEC instructs staff to no longer launch probes without leadership support -Eric Trump says “it’s a great time to buy ETH” -David Sacks to speak today on America leading in digital assets 🌎Macro -Crypto majors rally fiercely as Canadian and Mexican tariffs are paused, then dip on China Tariff retaliation -BTC +5% to $99,400, ETH +10% to $2,830 and SOL +9% to $212 -Trump announced a sovereign wealth fund to be run by Scott Bessent & Howard Lutnick, with 90 days to prepare a plan for implementation -Eric Trump posts that “it's a great time to add $ETH” -Crypto czar David Sachs to speak at 2:30 pm today on America leading in digital assets -SEC instructs enforcement staff that they can no longer launch probes without approval from leadership -WLFI is reportedly seeking interest from teams to do $10M mutual token swaps -Coinbase CLO to testify before Congress over Operation Chokepoint 2.0 💰Tokens, Protocols & Airdrops -Movement Labs announces its Cornucopia Vaults for ETH, BTC, stablecoins and MOVE are live -PartnersDAO provides $2 allocations for participants, faces FUD 🤖AI -Total market cap jumped 14% to $8B, with most leaders green though down from local highs -VIRTUAL (+8%), FARTCOIN (+6%), AI16Z (+7%), FAI (+12%),  AIXBT (+8%) and ARC (+17%); GRIFFAIN soared 78% to $242M leading top movers -Other notable gainers include DOGEAI (+190%), SERAPH (+125%), AGIXT (+85%) and SNAI (+78%) 📰Memes and NFTs -Meme leaders were mostly green with DOGE +5%, Shiba +6%, PEPE +6%, TRUMP -4%, BONK +7% & PENGU +6% -FARTCOIN led all onchain Solana volume with over $200M on the day -The PAIN presale ended with ~$40M in funds sent -ETH NFT leaders are mostly green, with leaders 2-6%; Punks +2% to 40 ETH, Pudgy +7% to 10.8 and BAYC +3% to 12.75 -Bond Bears now hold a 103 ETH floor after a 69 ETH sale in the past day, ahead of the Berachain launch -BTC Ordinals are very green with leaders up 5-15%; Quantum Cats +15% 0.23 BTC, OMB -2$ 0.12, Nodes +5% at 0.067 and Puppets +12% at 0.064 -Runes were green, with DOG +3% to $330M, PUPS +2% to $39M, and BDC +10% to $24M

The Morning Minute (2.3) ⏰Top News: -Trump Tariffs lead to massive crypto wipeout, reports of $8B-$10B liquidated -ETH BTC falls to 0.027, lowest since Dec 2020 -Fear and Greed drops to 39, lowest since October -India revisiting its stance on crypto, citing global changes -Hyperliquid flips Ethereum in 7-day revenue 🌎Macro Crypto -Crypto majors are very red in the fallout of the Trump tariffs; $2.3B in liquidations amidst the biggest crash since the COVID dump -Some chatter that true liquidaitons closer to $8B-$10B -BTC -3% to $94,900, ETH -15% to $2,580 and SOL -6% to $195 (much higher than last night’s flash lows) -ETH BTC hit a new low at 0.027 meaning 37.65 ETH for 1 BTC after yesterday’s dump -Crypto Fear and Greed Index drops to 39, lowest level since October 2024 -DEXE (+8%), OM (+6%), and HYPE (+4%) led alts -India announced it is reviewing its stance on crypto due to shifting attitudes across the globe -Grayscale filed for a DOGE ETF with the NYSE and 21Shares filed for a Polkadot ETF -Coinbase to expand its UK offerings after securing a spot on the FCA Register 💰Tokens, Protocols & Airdrops -Hyperliquid flipped Ethereum in 7-day revenue -Uniswap v4 went live across 12 chains on Friday -Kraken announced that its revenue more than doubled in the past year, with over $1.5B in revenue -Berachain’s Boyco hit $3B in deposits -Movement Labs to launch USDe and sUSDe Vaults with Ethena integration 🤖AI -Total market cap fell 6% to $7.1B, down 27% on the week and a full 66% from peak -FARTCOIN and ARC led with other leaders red; VIRTUAL (-12%), FARTCOIN (+19%), AI16Z (-10%), FAI (-13%),  AIXBT (-13%) and ARC (+17%) -Top movers include NIT (+135%), SNAI (+95%) & CLOUDY (+92%), though dozens of tokens in green -Fartcoin continues to lead mindshare, followed by AIXBT, HENLO and REKT -Joe Rogan mentioned Fartcoin and laughed on a recent podcast while being told of its origin story and run to $1B -OpenAI released its latest agent “deep research” touted as “experts on demand” -Cookie released its Agent Cookie as a crypto ai data oracle and AIXBT competitor -Mode’s DeFAI terminal went live token-gated to those with 400k MODE 📰Memes and NFTs -Meme leaders were very red with DOGE -12%, Shiba -13%, PEPE -19%, TRUMP -13%, BONK -19% & PENGU -12% -WIF fell 24% to $0.75 while Joy Villa sported a “The hat stays on” hat and WIF chain at the Grammy’s last night -The Igloo Inc company teased plans to bring institutional investors to the PENGU token (ETF?) -GYAT was a notable mover +88% to $19M -The PAIN presale has passed $10M in funds sent ahead of tonight’s deadline -ETH NFT leaders are mostly red, with leaders down 10-30% on the week; Punks lead at 39 ETH, Pudgy -6% to 10.1 ETH, Azuki -3% to 2.9 ETH and BAYC -2% to 12.4 -Pudgy Penguins partner with Basic Fun to put Pudgy Toys in amusement parks nationwide -BTC Ordinals are also red with leaders down 5-25% on the week; Quantum Cats at 0.2 BTC, OMB at 0.12, Nodes at 0.063 and Puppets at 0.057 -Runes were very red, with DOG -10% to $322M, PUPS -9% to $38M, and BDC -9% to $22M

The Morning Minute (1.21) ⏰Top News: -Crypto majors have rollercoaster day; BTC at $104,400 -Trump's WLF team buys $100M+ of BTC, ETH & other major tokens -No crypto executive orders signed on day one, but Elon says Ross is getting freed -The ETH Foundation commits to using 50k ETH for DeFi -AI sector starts to rebound, mostly in low-mid tiers; leaders still down 📰NFT Headlines: -ETH NFT leaders were green after a red weekend; Punks even at 38 ETH, Pudgy +4% at 19.9, BAYC -4% at 13.5 ETH, Azuki +1% at 11.7 ETH, Doodles +4% to 4.44 ETH -GoPlus (+60%) and Creepz (+30%) led notable top movers -Autoglyphs saw 2 sales at 123 ETH and 130 ETH, bringing the floor up to 175 -BTC NFT leaders were very green led by OMB; Bitcoin Puppets +10%, NodeMonkes +11%, OMB +25%, Quantum Cats +4% -The Runes leaders were very green after Binance announced 3 futures listings; DOG +13% at $486M mc, PUPS +50% at $72M, BDC +54% at $42M, GIZMO +40% at $12M 💰 Token, Airdrop & Protocol Tracker -Nillion announced its airdrop details, requesting registration by Feb 3 along with rolling out an airdrop checker -Berachain deposits reach $2B ahead of launch -Wasabi launched its SOLAR BURST game allowing players to speculate on memecoins with no buy in, and top PNLs get real cash prizes (in SOL) 🤖 AI x Crypto -Overall market cap fell 4% to $13.8B, adding $3B in market cap on the day -Most leaders down 4-10%: VIRTUAL (-4%), ai16z (+10%), FARTCOIN (-21%), AIXBT (-4%) and GRIFFAIN (-1%); SWARMS notable mover +40% to $160M -Several AI tokens saw 30-70% rebounds including HOLO (+64%), UBC (+55%), YNE (+43%), TANK (+41%), and MOBY (+27%) -Fartcoin dominates mindshare despite pullback 🌎 Macro Crypto and Web3 -Crypto majors are red but up from a local bottom; BTC -3% at $103,800, ETH -2% at $3,300, SOL -8% at $238, XRP -6% at $3.09 -MNT (+13%), AAVE (+5%), & RAY (3%) led alts -The Ethereum Foundation committed to using 50,000 ETH to participate in DeFi on Ethereum -Trump picked Mark Uyeda as the interim SEC chair until a permanent chair is selected; Uyeda was critical of Genslers and the SEC's crypto approach under his guidance -The WLF team bought over $100M in major crypto tokens including $47M each of Bitcoin and ETH -El Salvador bought 11 more Bitcoin for its strategic reserve despite promising to slow down adoption -Stablecoin supply has gone parabolic on Solana, surging over 50% in the past week to $9B+ with over $2B USDC minted in the past 3 days -Utah proposed a bill for its own strategic digital assets reserve Memes -Memecoin majors are mostly red; DOGE +3%, SHIBA -1%, TRUMP -29%, PEPE -6%, PENGU -5%, BONK -13%, WIF -7% -The new DOGE website went live at Doge.gov and features the dogecoin logo on the main page, leading to a 20% surge in DOGE from 0.34 to 0.4 -The WLF team secured ENS domains trumpcoin.eth, erictrump.eth and barrontrump.eth leading to speculation and new potential memecoins -A ZACHXBT token briefly soared to $90M overnight after the team sent Zach tokens, which he proceeded to sell via liquidity pools for over $3M (token now down 90% to $9M)

The Morning Minute (1.22) ⏰Top News: -Crypto majors green, SOL leads +7% to $257 -Trump delivers on crypto promise, frees Ross -SEC sets up crypto task force aimed at regulatory framework -AI sector rebounds 20% amidst $500B Stargate Project news -$600M JUP airdrop lands this morning 📰NFT Headlines: -ETH NFT leaders were mostly green; Punks even at 38 ETH, Pudgy +2% at 20.3, BAYC -2% at 13.25 ETH, Azuki +3% at 12 ETH, Doodles +3% to 4.59 ETH -Imaginary Ones (+30%) and 2049 / Reflections (+30%) led notable top movers -Binance announced Azuki's ANIME is coming to its Hodlers -BTC NFT leaders were mostly red; Bitcoin Puppets -6%, NodeMonkes -4%, OMB +1%, Quantum Cats -9% -The Runes leaders were mostly red; DOG -7% at $464M mc, PUPS -5% at $69M, BDC +3% at $44M, GIZMO even at $12M -The RSIC team posted on its 1-year anniversary "Block 888,888" in an announcement of an announcement -The NBA Top Shot Sotheby's auctions wrapped up yesterday, with the Yves Missi 1/1 fetching the top big of $3,120 💰 Token, Airdrop & Protocol Tracker -Jupiter's $630M airdrop is set to go live at 10:30 am today (JUP -3% at $0.86) -Moonshot enabled deposits via Robinhood -Myriad announced its pre-SZN will end on Friday at 2 pm ET as they gear up for launch on Abstract mainnet -Kaito introduced its Yapper Launchpad where yappers and NFT holders will be able to vote on new project launches 3x per week 🤖 AI x Crypto -OpenAI announced the new Stargate Project which will see $500B in capital injected into the AI sector -Overall market cap jumped 18% to $16.58B, adding nearly $3B in market cap on the day -Most leaders up 15-40%: VIRTUAL (+14%), ai16z (+35%), FARTCOIN (+3%), AIXBT (+34%), ARC (+48%) and GRIFFAIN (+13%) -Top movers include Project89 (+120%), LEA (+120%), AICMP (+111%), DAIGE (+80%), PIPPIN (+80%), AGIXT (+74%) and AVB (+68%) -DogeAI debuted and has run to $58M in its first 36 hours of trading -MakeAI's MAI token debuted and ran to $10M 🌎 Macro Crypto and Web3 -Crypto majors are slightly green; BTC +1% at $105,000, ETH +1% at $3,310, SOL +7% at $257, XRP +4% at $3.21 -ai16z (+35%), VIRTUAL (+17%), WLD (+16%) an HYPE (+13%) led alts -Trump pardoned Ross Ulbricht with an Executive Order on Tuesday, fulfilling his campaign promise -Crypto-related apps reached 8 of the top 10 spots in the Finance app category of the iOS store -The SEC launched a crypto task force headed by crypto-friendly Hester Peirce dedicated to developing a clear crypto regulatory framework for crypto assets -Crypto dot com is relaunching its US central crypto exchange with Trump in the White House -Circle acquired the world's largest tokenized money market fund USYC, which is backed by U.S. Treasury Debt and reverse repurchase agreements Memes -Memecoin majors are mixed led by TRUMP; DOGE -6%, SHIBA -1%, TRUMP +12%, PEPE +2%, PENGU even, BONK +10%, FARTCOIN +5% -Rex filed for DOGE and TRUMP ETFs on Tuesday, and because of their filing process chosen, they could potentially be approved ahead of the SOL and XRP ETFs -New meme Heart Sparkle Mermaid (HSM) ran to $25M in its debut on $150M volume (now $16M) -STARGATE also debuted after the OpenAI announcement and ran to $

The Morning Minute (1.23) ⏰Top News: -Crypto majors dip 3-5%, BTC at $101,500 -Larry Fink lays out path to $700k BTC at the WEF -Solana becomes first chain to hit $200B in monthly DEX volume -JUP dips 10% as it delivers $600M airdrop; ANIME opens over $1B today -AI sector gives back recent gains, falls 16% 📰NFT Headlines: -ETH NFT leaders were mostly green; Punks +5% at 40 ETH, Pudgy +1% at 20.4, BAYC +12% at 14.9 ETH, Azuki -8% at 10.9 ETH -Yuga CEO Garga teased rewards coming for BAYC an Otherdeed holders later this year, leading to speculation of a 2nd token (driving the BAYC pump) -Kaito Genesis NFTs surged 30% to 8.2 ETH after the team announced its project Launchpad -Binance announced Azuki's ANIME is coming to its Hodlers -BTC NFT leaders were mostly red; Bitcoin Puppets -8%, NodeMonkes -9%, OMB -7%, Quantum Cats -12% -The Runes leaders were very red; DOG -7% at $424M mc, PUPS -2% at $67M, BDC -20% at $33M 💰 Token, Airdrop & Protocol Tracker -The Azuki ANIME airdrop goes live today at 7 am ET, with the Azuki community, Hyperliquid stakers, Arbitrum and web3 anime partner communities set up to get allocations -The JUP airdrop delivered $600M onchain yesterday, with the token holding up at XX -Abstract released their ecosystem map, highlighting all of their launch apps and partners for mainnet expected soon -Strike, the Kanpai Pandas media company, announced a $7.6M raise ahead of an expected token launch 🤖 AI x Crypto -Overall market cap fell 16% to $14.3B -Most leaders down 15-20%: VIRTUAL (-14%), ai16z (-24%), FARTCOIN (-19%), AIXBT (-17%), ARC (-19%) and GRIFFAIN (-3%) -Top movers include DogeAI (+75%), DAIGE (+26%), MOBY (+20%), and GOAT (+19%) -AIXBT reclaimed the top spot in mindshare; MOBY saw a massive jump in mindshare as it competes with AIXBT wrt to live crypto analysis, making calls, etc. -FARTCOIN fell after Truth Terminal dev Andy Ayrey announced he sold 80% of Truth's 25M FARTCOIN tokens OTC 🌎 Macro Crypto and Web3 -Crypto majors are red this morning; BTC -4% at $101,700, ETH -4% at $3,200, SOL -5% at $243, XRP -6% at $3.07 -BlackRock CEO Larry Fink said Bitcoin's bullish adoption could drive it to $700k in a panel at WEF -Etherealize launched as a startup aimed at "institutional marketing and product arm" for Ethereum, backed by Vitalik and founded by former UBS bond traer Vivek Raman -Solana became the first chain in history to hit $200B in monthly DEX volume; Solana stablecoin supply hit a new ATH over $10B on Wednesday -Bitwise filed for a Dogecoin ETF and Bloomberg predicted Solana and XRP Futures ETFs coming by March -Memecoin majors are mostly red; DOGE -6%, SHIBA -4%, TRUMP -15%, PEPE -7%, PENGU +2%, BONK -6%, FARTCOIN -15% -The founder of Vine dropped a VINE token last night, which soared from 0 to $270M overnight on $690M volume -New meme YAPSTER soared 5x to $40M yesterday as the new meme platform on Solana gains steam