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The Morning Minute (2.26) ⏰Top News: -Crypto majors fall then rebound, BTC back at $88k -BTC ETFs see worst 2-day stretch with 1.5B in outflows -SEC drops case against Uniswap -Hyperliquid beats all chains and DEXes in 24-hour revenue -PayPal plans to ramp up adoption of its stablecoin this year, more product integrations 🌎 Macro Crypto and Memes -Crypto majors are mixed after another big sell off; BTC -1% at $88,000, ETH +1% at $2,450, XRP +4% at $2.27, SOL -2% at $137 -IP (+31%), XDC (+22%), BERA (+18%), TIA (+17%) and MKR (+12%) led alts -The Bitcoin ETFs saw their largest day of outflows with $1B, now $1.5B in outflows on the week -The SEC dropped its case against Uniswap, the latest in high profile cases dropped -PayPal plans to ramp up adoption of its stablecoin in 2025 and integrate into more products -Bybit is offering $140M in bounties to anyone who can help track down its stolen ETH from last Friday’s hack -The Ethereum Foundation director, Aya Miyaguchi, is shifting from its Executive Director to President amidst calls for leadership changes -Bitwise shared that 53% of 350 wealth managers surveyed plan to allocate to crypto in client accounts -Gamestop’s CEO received a letter urging the company to buy $5B worth of Bitcoin -Grayscale filed for a Polkadot ETF while its staked ETH ETF was acknowledged -Senator Lummis teased that today’s Senate Banking Subcommittee hearing on Bitcoin will be “a big deal” In Memes -Memecoin leaders were mostly green with DOGE +1%, Shiba +3%, PEPE +3%, TRUMP -2%, BONK -10% & PENGU +7% -FWOG and UFD each rebounded 25% on the day, now at $73M and $50M respectively 💰 Token, Airdrop & Protocol Tracker -Hyperliquid beat all other chains and DEXs in 24 hour revenue on Tuesday with $3.5M -Sui launched a new feature allowing for private connections using video, audio or text powered by Sui and Walrus -Kaito continued to soar with its token jumping 13% to $2 as staked KAITO voting goes live today -Monad teased that its “last day to be an early user” of its testnet -Geodnet, a Solana DePin project offering location data for drones and robots, raised $8M led by Multicoin -Hamster Kombat launched its own TON layer-2 for its game 🤖 AI x Crypto -Overall market cap rebounded 5% to at $6.1B as most leaders chopped -VIRTUAL (+4%), ai16z (-1%), FARTCOIN (-1%), ARC (+1%), FAI (+4%) -DOGEAI (+95%), AVB (+92%) and ALCH (+27%) led notable movers -Fartcoin leads mindshare; ARC top mindshare mover -Virtuals introduced Virtuals Ventures as the new Ecosystem Fund for the Virtuals Protocol, aimed at helping AI teams with funding and launch support -AssetDash teased its final touches on the Moby whitepaper, coming later this week -Activision admitted that its Call of Duty: Black Ops 6 game was built using generative AI 📰NFT Headlines: -ETH NFT leaders are mostly green; Punks -1% at 34 ETH, Pudgy +6% at 9, BAYC +1% at 13.1 ETH, Azuki -2% at 2.78; Kaito Genesis +13% to 3.45 -V (+55%), Wassies (+31%) and Mintify Genesis (+25%) led top movers -BTC NFT leaders were mixed; Bitcoin Puppets -15%, NodeMonkes -12%, OMB +17%, Quantum Cats +7% -OMB completed a $6.7M primary sale for its Black Eyes Ordinals, selling 3,575 OMBs for 0.021 BTC each (floor now 0.029) -OCH Genesis Heroes soared 50% back to a 0.54 ETH floor, with the Genesis Rings up 38% to 1.69

The Morning Minute (2.20) ⏰Top News: -Crypto majors grind up, BTC leads at $97,500 -Kaito token launches, hits $1.5B FDV in early trading -Virtuals launches foundation for autonomous agentic economy -Memeland announces new roadmap, MemePay and Meme Strategy -Monad testnet goes live, Fantasy Top launches free-to-play game there 🌎 Macro Crypto and Memes -Crypto majors are green; BTC +1% at $97,200, ETH +1% at $2,740, SOL +1% at $174 -IP (+30%), BERA (+23%), TIA (+17%) and TAO (+12%) lead alts -The SEC acknowledged the 21shares filing for staking for its ETH ETF -Meanwhile a former SEC attorney said they expect regulators to halt crypto cases and investigations, while the SEC also voluntarily dismissed their appeal to expand securities law to cover DeFi -Binance US resumed its US dollar deposits for the first time since 2023 -Nigeria sued Binance for $81.5B related to unpaid taxes In Memes -Memecoin leaders were mixed with DOGE +1%, Shiba +1%, PEPE +1%, TRUMP +1%, BONK +1% & PENGU +4% -The PAIN meme launched and reached a $250M market cap before settling at $170M 💰 Token, Airdrop & Protocol Tracker -Kaito officially launched its KAITO token and tokenomics, opening at a $1.3B FDV -Walrus, a next-gen decentralized data storage protocol on Sui, announced its mainnet launch coming in March along with their WAL token -Memeland announced a new roadmap coming, the launch of MemPay as their new crypto credit card and the introduction of Meme Strategy at Consensus on Thursday -Monad’s testnet went live, with Fantasy Top opening up a free-to-play fantasy game on Monad to celebrate -UMA is working with Polymarket and Eigen to build a “next-gen” prediction market oracle 🤖 AI x Crypto -Overall market cap is up 5% at $6.1B, leaders all green -VIRTUAL (+1%), FARTCOIN (+7%), ai16z (+9%), ARC (+18%), FAI (+25%) -CLANKER (+110%), DOGEAI (+88%) and TSOTCHKE (+88%) were top movers -CLANKER leads mindshare after a surprise Coinbase listing, VIRTUAL & BNKR saw biggest increases -Virtuals introduced its Agent Commerce Protocol as a decentralized, open source protocol for agent-to-agent and agent-to-human onchain interaction and commerce -ai16z is debuting its first episode of “Clank Tank” this weekend where users can pitch AI-powered judges on their products -Nifty Island integrated AI Agents into its gaming ecosystem 🚚 What is happening in NFTs? -ETH NFT leaders were mixed on the day; Punks even at 35.5 ETH, Pudgy even at 8.7, BAYC +5% at 13.7 ETH, Azuki -1% at 2.8 ETH; Doodles +1% at 3.8 -Kaito Genesis NFTs fell 30% to 3 ETH after tokenomics were released (more below) -BTC NFT leaders were mostly green; Bitcoin Puppets +3%, NodeMonkes +4%, OMB +3%, Quantum Cats +5% -Quantum Cats told their owners to get their cats out of Liqudium loans ahead of “The Funeral” coming up soon -The Runes leaders were mostly red; DOG -13% at $282M mc, PUPS +1% at $35M, Magic Internet Money -15% at $52M -Botto and Keke (AI Artists) are making up 90% of digital art sales this past week

The Morning Minute (2.21) ⏰Top News: -Crypto majors grind up, BTC passes $99,000 -ALTs dominate top movers with many seeing double digit gains -New SEC cybercrime unit to put end to crypto crime SZN -SEC drops case against Coinbase, COIN jumps pre-market -KAITO soars in debut, hits $2B FDV; priority to stakers and NFT holders 🌎 Macro Crypto and Memes -Crypto majors are very green; BTC +2% at $99,300, ETH +2% at $2,820, SOL +2% at $178 -IP (+50%), JTO (+24%), MKR (+23%) and Sonic (+17%) lead alts -The IP token from Story Protocol soared 180% to $7 on Thursday, up nearly 300% on the week -The SEC launched a new Cyber Crimes unit to focus on fraud in crypto and emerging tech -Franklin Templeton launched a EZPZ ETF with weighted Bitcoin and ETH exposure -Current stablecoin legislation in the GENIUS act is thought to bring in a potential flood of tokens from tech giants like Uber, Meta and more -Meanwhile Figure Markets introduced the first SEC-regulated yield-bearing stablecoin on Solana called YLDS -Utah became the first state to pass its Bitcoin Strategic Reserve bill through the Senate -The ECB is moving forward with plans to launch a blockchain-based payments system aimed at establishing a CBDC for Europe -Metaplanet increased its Bitcoin holdings to hold 0.01% of the overall supply -The Ethereum Pectra upgrade is set to have a major impact on Ethereum staking, potentially reducing infra costs by 90% In Memes -Memecoin leaders were mostly green with DOGE +1%, Shiba +2%, PEPE +5%, TRUMP -1%, BONK +4% & PENGU +8% -Kanye is reported to launch a memecoin soon with 70% of the token supply for himself 💰 Token, Airdrop & Protocol Tracker -Kaito launched its token and hit a $1.7B FDV in its first day of trading, while promising priority rewards for NFTs and KAITO stakers -Solana and the Colosseum introduced the Eternal as a 4 week dev spring between hackathons with $250k in pre-seed funding -Crossmint introduced Solana Smart Wallets for mass adoption which are programmable, gasless, without tx approvals, seedless and more -Illuvium announced a company restructuring to extend its runway -Wasabi opened KAITO vaults for those who want to earn yield but not deal with the 7-day cooldowns on Kaito 🤖 AI x Crypto -Overall market cap is up 10% at $7.4B, leaders all very green -VIRTUAL (+23%), FARTCOIN (+13%), ai16z (+17%), ARC (+21%), FAI (+7%) -POLY (+75%), SEKOIA (+57%) and PH (+48%) were top movers -BNKR leads mindshare as more Base-native AI tokens see chatter following the Clanker listing -New sports betting AI Agent Billy Bets loaded a wallet with $100k USDC ahead of its first night of NBA bets 📰NFT Headlines: -ETH NFT leaders were green on the day, KAITO NFTs lead -Punks even at 35.5 ETH, Pudgy +5% at 9.1, BAYC +1% at 13.9 ETH, Azuki +1% at 2.8 ETH; Milady +5% at 3.9 -Kaito Genesis NFTs jumped 50% to 3.4 ETH after the team invested royalties money into sweeping 20 off the floor -BTC NFT leaders were mostly red; Bitcoin Puppets -3%, NodeMonkes -1%, OMB -3%, Quantum Cats +4% -The Runes leaders were mixed; DOG even at $282M mc, PUPS -12% at $31M, Magic Internet Money +15% at $60M -Arsonic introduced a new NFT collection Budscapes along with a new NFT auction platform called Bidswar -Abstract saw its first NFT runner with OCH Genesis Heroes which ran 4x to 0.3 ETH with the OCH Genesis Rings jumping 100% to 1.45 ETH

The Morning Minute (2.13) ⏰Top News: -Crypto majors reverse on Tariff concerns, Bitcoin back at $96,000 -21shares files for ETH staking ETF in significant change -Story Protocol launches its mainnet and IP token, opens at $1.8B FDV -MegaETH completed its 5,000 NFT sale, raising $13M -Sam Spratt sells latest 1/1 “X. Masquerade” for $3,000,000 🌎 Macro Crypto and Memes -Crypto majors gave back recent gains on more Tariff concerns; BTC -1% at $95,800, ETH +1% at $2,660, SOL -3% at $192 -CAKE (+40%), SONIC (+19%) and XCN (+17%) lead alts -Jerome Powell confirmed in front of Congress that they “don’t want to get in the way of banks serving perfectly legal” crypto customers -21Shares proposed staking for its Ethereum ETFs, a significant change if approved -Metaplanet completed a $26M bond raise to finance more Bitcoin buys -Robinhood reported 700% year-over-year growth on its crypto revenue -FTI launched its tokenized money market fund (FOBXX) on Solana -The VanEck team speculated that the 20+ State-level Bitcoin Reserves could bring in $23B in buying pressure -Vitalik Buterin said “Make Communism Great Again” on X, leading to backlash -New Mexico became the latest state to file for a Strategic Bitcoin Reserve In Memes -Memecoin leaders were mixed with DOGE -1%, Shiba +1%, PEPE +1%, TRUMP +6%, BONK -1% & PENGU -1% -CZ Binance teased launching a memecoin tied to his dog, with more details to come today -BNB (+9%) and CAKE (+40%) soar on Binance meme speculation -Coinbase announced spot listings for PENGU and POPCAT coming Feb 13 (today) -FULLSEND was the runner of the night, soaring 30,000% to $20M 💰 Token, Airdrop & Protocol Tracker -Story Protocol launched its mainnet and IP token airdrop today, opening at $450M mc ($1.8B fdv) -Sui partnered with OKX Wallet to expand its distribution for users -Solana trading bots Bonkbot and Gmgn passed Ethereum in 7-day revenue -Tether selected Arbitrum for its infra behind its cross-chain project Legacy Mesh -Ronin has opened up its gaming network to any dev to come build decentralized games and apps in an “Open Ronin” push 🤖 AI x Crypto -Overall market cap is up 3% to $7.3B, with ARC leading the way -Leaders are mixed, ARC leads: VIRTUAL (-4%), FARTCOIN (-10%), ai16z (-6%), ARC (+17%), FAI (-3%), and AIXBT (-6%) -SNAI (+27%), KEKE (+18%) and BNKR (+18%) were other top movers -Fartcoin claimed top mindshare spot; MyShell and ARC biggest gainers -ARC announced its Agent Launchpad FORGE along with their first project AskJimmyAI, their AI trading platform, along with the AskJ token launching today at 9 am ET -Kraken listed VIRTUAL for trading on Wednesday (ahead of Coinbase) 📰NFT Headlines: -ETH NFT leaders were mixed on the day with Doodles leading; Punks even at 37 ETH, Pudgy +1% at 10.32, BAYC +3% at 14.1 ETH, Azuki -6% at 3.1 ETH; Doodles +16% at 4.4 -Doodles are up overnight after speculation of a token + new NFT collection coming today -BTC NFT leaders were mixed; Bitcoin Puppets +12%, NodeMonkes -3%, OMB -7%, Quantum Cats even -The Runes leaders were mostly red; DOG -3% at $280M mc, PUPS +1% at $33M, BDC -4% at $17M -Sam Spratt’s 1/1 “X. Masquerade” sold for $3M (1,158 ETH) to Kanbasl, marking one of the biggest digital art sale in years -MegaETH completed its 5,000 NFT sale for its soulbound Fluggles, raising over $13M