🤑 Bull Run WILL Continue, Here's Why:

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From the bloody depths of capitulation, into one of the most bullish daily Bitcoin candles in history, straight back into… yet another chop session. Exciting, frustrating, tiresome, and hopeful: crypto markets are all those things.

Today, after Trump tweeted about having a “very good talk” with Trudeau about tariffs, the markets pumped, then started dipping again after China announced to impose 10-15% tariffs on US oil, agricultural equipment, coal, and LNG. At this point, the tariff talks are already getting old; the more these headlines repeat, the less the markets will react to them.

What’s more important now is looking ahead, more precisely 90 days ahead, to where we should know what the announced US Sovereign Wealth Fund for digital assets looks like. As our new favorite US senator Lumis said, "This is a ₿ig deal." 

The way I see it, this cycle is gearing up to be the typical bull run length and lasts, at minimum, until this summer. Important foundational events for crypto are taking place, and their timeline checks out. As we know, the markets love having things to look forward to.

As for price action today, there’s nothing much to go over. We’re still stuck in the same range, and as long as Bitcoin doesn’t close under $90k, there’s no bear market in sight. Next, when it comes to the comeback of the full-bulla mentality, we must begin by stepping above $100k again, ideally on a weekly closure.

Altcoins are a different story; some look completely rekt, and some are just retesting previous levels. What we can hope for now is for the Bitcoin dominance to finally take a break. Yesterday’s candle on BTC dominance looks like a perfect blow-off top, wouldn’t you think?

A man can dream…

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XMR/USDT 1W Kucoin

We have an OG cypherpunk chart today. Monero is still the de facto privacy coin. Nobody really ever shills it, it just gets used. I don’t know whether the current crime cycle is the reason, but this is literally the most bullish high timeframe chart in crypto I can find.

The 2-year+ accumulation shown at the bottom is reminiscent of the CRV chart that broke out recently, trending up as price continued to trend down. It looks almost price insensitive. Governments pressured every tier 1 exchange to ditch this coin, and the price does not seem to give one fuck. The next level to watch is $267, and it’s mostly blue sky after that.

This chart visually refutes the widespread view that nobody in crypto cares about privacy. Bitcoin has never delivered material privacy upgrades, and I think we’re seeing the result of that with the uptick in Monero usage. The more BTC morphs into ETFcoin and tends toward the mainstream, the more adoption we will likely see for XMR.

When Barack Obama talks about Bitcoin being a ‘Swiss bank account in your pocket’, he’s actually talking about $XMR, whether he realises it or not.

Come by the Lucky Luke Discord channel for comments, to roast my picks or to pump your own bags. All banter is welcome any time!

DeFi narrative is growing, time to pay attention to DeFi again?

Smart-money movements on Ethereum.

Smart-money movements on Solana.

The chain has a bear on it.

It’s real! Berachain mainnet is announced to come online February 6th.

If you wish to snag some cheap NFTs for last-minute preparations, then Honey Combs, Bit Bears, Bera Boyz, Yeets, or Hungrybera collections are still there for the taking. 

Oh and don’t forget to study your Berachain Bible, this one is a must read.

AI Corner

We’re seeing early signs of a revival in the AI sector. Reversals are being painted on a few charts, with selective strength here and there. You can’t just throw a dart here, but a few projects are deserving of your attention. Scroll down to cookie.fun’s coin matrix and sort by volume, then hunt for green charts to see what you can see.

Crypto Czar David Sacks is presenting today at 2.30pm ET / 7.30pm UK time, and he’s a long-time Solana holder. So let’s look at some agent picks on SOL. 

The $listen chart looks ripe for new highs. It’s a full-featured agentic portfolio management (DeFAI) framework built on Rust, still a sub-$20m market cap. The dev @piotreksol has a very active and popular Git Hub (over 90 forks), and on 20 January, he inked a partnership with AI Rig Complex ($ARC). It sounds like new updates & functionality are about to be shipped.

Speaking of $ARC, their own chart is also looking primed for fresh momentum.

On Hyperliquid, we have an early-stage project, Neko.hl, using DeepSeek as the base model. It’s still pre-token but worth watching for when the HyperEVM launches. The developer has compelling arguments for why Hyperliquid might be the AI agent chain of choice. 

New content to study.

• AI agents are bouncing back hard: 6 sectors to focus on by 0xJeff

New updates & projects.

• Atoma (AI)

• ForU AI - Announces TGE Status

The important bits.

• Mode (L2) - Announces EndGame: Onchain Autonomous Agentic Economy

• Tannsi (DeFI) - 40,000 users participated in Let’s Forkin’ Dance in two weeks

• Ramen Finance (DeFi) - Launching this week on Berachain’s mainnet

• Core DAO (BTCFi) - DeFi Technologies Signs Binding LOI with CoreFi Strategy

• Yeet (Berachain NFT, DeFi) - Announces airdrop checker for NFT holders

• mETH Protocol (DeFi) - Releases guide on how to earn the best yields

• Monad (L1) - Announces mainnet release this month

• Pendle (DeFi) - Explains the road to Zenith - future roadmap

• Dinero (DeFi) - Reached $125m beraETH deposits on Boyco

Even more important bits.

• ZachXBT has claimed that Coinbase users lost over $65 million

• US treasury faces lawsuit for alleged data disclosure to Elon Musk’s DOGE

• Kraken obtained a MiFID license in the EU

• Stakehouse Financial releases a plan to secure the Ethereum Foundation future

• Solstrategies expands validators on Solana

• Michael Saylor says Senator Lummis’ bill could help offset $16 trillion of US debt

• Fidelity buys $49.75M worth of Ethereum

Charts and stats of the day.

• Both BTC and ETH ETFs see large positive inflows

• The top 10% largest US stocks now reflect a record 75% of the US equity market

Life gets busy so here’s what you’ve missed.

Yeet: A biblical bera bonzi.

Research

"After spending a whole year trading unfunny and uninspiring memes, it feels good to look at projects that have some interesting 2021-style DeFi ponzinomics to them."

LeftsideEmiri has written a complete guide to Yeet; a financial game with no real dominant game theoretic strategy to win.

Read More → 

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Jedi sits down with Spring Roll and Neve from Core Network to dive into the community and NFT ecosystem they're building.

They chat about their roles, goals, and vision for integrating DeFi with NFTs, and get some alpha on upcoming projects, memes, and the fun side of crypto.

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• GMX-SOLANA (GMX on Solana)

To save you doom scrolling.

Guys I’m not sure this Milady arc is good for Vitalik.

After yesterday’s price action, I honestly feel very hopeful for the upcoming four months at a minimum.

The strength presented since BTC tapped $90k is not to be underestimated. Do everything you can to survive and pick the strongest assets (such as HYPE, which is absolutely shining right now, in my opinion), do not gamble on new launches with too much of your capital, and wait patiently.

If this continues, the best is truly yet to come.

stay safe homies,

Hix0n 🫡