👀 If This Happens, Bitcoin is Cleared to March Above $120k.

Plus all the AI news and new projects you need to check!

January 30, 2025

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GM to all my fellow macroeconomic experts.

We can finally exhale—the first FOMC of the year is behind us. However, all in all, it was a nothing burger with the Fed keeping the rates steady, as expected, , and didn’t commit to any specific timeline for future rate cuts.

The market particularly liked one point from Powell’s speech, though. The Printer Chief Jerome said that the Fed doesn’t necessarily need to hit the 2% inflation target before cutting rates. That was enough of a jolt for Bitcoin, as it now suggests a smoother path toward looser monetary policy.

On top of that, we’ve got Trump trashing the Fed for not cutting rates, saying he will basically pump the markets himself with a strategy of fiscal dominance. I can definitely recommend watching Lynn Alden explain this in detail.

The missing piece? Global liquidity needs to pick up the pace just a little more. I’ll keep you posted on that front.

For Bitcoin, the key for now is maintaining strength—especially heading into the monthly close in two days. If it holds, Q1 looks like clear (and green) skies ahead.

If Bitcoin dips back to $100K or below before the monthly close, we can expect more problems. For now, a bullish scenario stays more likely.

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H/USDC 1D Hyperliquid

[H]CR, aka Hyperliquid GCR, is what you could call the aspiring AIXBT of Hyperliquid. Token-wise, it’s a 2-week-old, small-cap HL spot coin ($4m market cap).

Not without risk, so ape accordingly, but HYPE has been correcting since this AI agent launched - PA has been down only into consolidation for the past two weeks. That said, it’s not your average auto-slop reply guy. The takes are nuanced and timely.

I think we turn around here, given renewed attention on the eco, with the EVM launch inbound and many projects due to launch into the newly composable eco. The   HYPE price is breaking out today (see our chart from yesterday’s newsletter for the buy signal).

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!

Smart-money movements on Ethereum.

Source: ChainEdge

Smart-money movements on Solana.

Source: ChainEdge

AI Corner

Yesterday, we gave you $FLY (DeFAI co-pilot) & $LIQD (pump.fun meets agent launchpad), both on Hyperliquid and both of which printed. $FLY is now at a $30m market cap and could still run higher—significant volume in the last 24 hours.

It looks like Hyperliquid with the EVM is coming soon, which could be where the hot ball of money is about to land, and that will likely include the AI meta.

Today, I bought Sentiment ($SENT), another HL spot coin, and a nascent agent launchpad still in development. The chart has a similar bottoming structure to the chart of the week $H. Ape with caution - I’m not entirely sold on the tech. There is still some dd to do there, but the chart looks like it has some juice in it. 

New content to study.

New updates & projects.

The important bits.

  • Superseed (L2) - Featured in explainer article by Crypto Rand

  • Mode (L2) - Voting for Epoch 2 is now live

  • HMX (Perp. DEX) - Weekly rewards distribution announced

  • Sophon (Entertainment layer) - Announces native USDC for Sophon chain

  • mETH Protocol (LST) - Now the fastest growing LST to reach $1B

  • Hyperliquid (L1) - Announces hypervm dual-block architecture

  • Yeets (Berachain NFT) - Announces YEET sale coming up soon

  • Chainlink (DeFi)- Introduces the DeFi Yield Index (CDY Index)

  • Kodiak (Berachain DEX) - Release Kodiak Boyco tutorial

  • Berachain (L1) - Announces important changes to Proof of Liquidity

  • Virtuals (AI) - Announces Virtuals Nation Fiscal Policy

  • Napier (DeFi) - Onboard Euler for Napier v2

  • Lido (LST) - Announces voting for Community Staking Module Permisionless Phase

Even more important bits.

Charts and stats of the day.

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

Shitcoin Church: Have we bounced?

Podcast

Dive into the shitcoin universe with Jedi and Grant.

Tune in on Youtube →

What are TEEs? And idiot’s guide.

Research

It might have taken China’s MEV-like move with DeepSeek-r1 to get the conversation around data privacy at ATH. But blocmates, we’ve been keen.

We dropped a primer on ZkTLS last week, and this week our focus is on Trusted Execution Environment (TEE).

Core DAO: Scaling Bitcoin utility.

Podcast

Join Jedi as he sits down with Kieran Dennis. Kieran discusses how he fell in love with Bitcoin during COVID, the vision and goals of Core, and its innovative initiatives to expand Bitcoin's utility beyond a store of value.

To save you doom scrolling.

Man this Fartcoin stuff is getting out of hand…


Remember, in the end, bulls always win. I have a very good feeling about the markets now, and the path towards the final phase of the cycle, which is the craziest one, seems clear now.

All eyes on the monthly close. Good luck out there.

stay safe homies,

Hix0n 🫡

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