🤑 This is the Craziest Setup for Crypto of ALL TIME

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Here we go: Just two days after the timeline cried about this cycle being likely over, we’re once again attacking the $100K BTC region, fueled by a soft CPI print.

History does indeed rhyme, and in this case, it actually repeats. Yesterday, we mentioned that the early January dumps historically mark the lows for the rest of the year in post-halving years. For now, this seems to be the case again.

The early week DXY scare is also fading, and a bullish MACD cross is being printed on BTC, just like during January 2021, the last inauguration year.

Also, Trump just announced a complete freeze and overhaul of previous anti-crypto policies from the SEC. Oh, and the Orange Man just sold BTC and bought ETH. Let’s hope the ETH curse shall be lifted from now on.

An FOMC meeting is coming up later this month, which once again might bring a little uncertainty into the markets. Nevertheless, with CPI coming in soft today, it’s hard to see any real downside surprises from here on out.

Staying bullish, it’s looking good friends.

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HINTUSDT 4H

Hive Intelligence TGE’ed just over a week ago and already had a big pullback. Price now looks like it wants to break out of the VWAP Value area High (top green line). I want to add to my position close to the Point of Control (white line) if I can, but with today’s market-friendly CPI data paired with a likely dovish FOMC, I’m not sure I’ll get that.

The public sale was fully unlocked at the get-go. Tokenomics look pretty fair, and market cap is still very low - $14m / $30m FDV - for what looks like a serious DefAI infra project providing onchain data to AI agents.

An easy comparison is Chainlink, given that they are parsing onchain datasets. Their API is essentially a RAG middleware solution for LLM-based agents. If that sounds like gobbledigook, check out the list of real-world use-cases here.

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!

DeFAI mindshare hits same levels as memecoins.

Smart-money inflows of the day.

Synapse Protocol and Cortex airdrop

SYN is currently finishing up a very typical accumulation pattern going all the way back to 2022. As they say, don’t ever trust the fourth. This means it has a high chance of breaking out on the fourth touch if this travels upwards to the market resistance.

Synapse, being a very widely used token bridge system, is battle-tested, and with the recent staking upgrade (10% staked around now, still rising), it might be a good fundamental runner.

Also, SYN takers will receive Cortex Protocol tokens, a new AI platform built by the Synapse team. Just a lil something to look at.

AI Corner

Virtuals announced their buyback and burn plans this morning, which is lighting a fire under their whole ecosystem again. Grant was on top of it immediately and tweeted some initial picks. This will manifest as a 30-day TWAP for the ecosystem’s agent beneficiaries. It could be a spicy month of PA for the Base agent launchpad.

We’re busy putting together a Dune dashboard to measure which projects benefit most, but you can use this one for the time being. Top contenders for UpOnly look to be MISATO, CYI, AIRENE, SEKOIA, GAME and POD. The VIRTUAL token is also having a great day after a lengthy 60% pullback.

Over on Solana, Bully looks like a DefAI project/framework/launchpad currently mispriced as another Twitter reply-guy agent, as @563defi points out here. There’s been a hefty 90% pullback that is now printing a potential W bottom. 

New content to study.

• Getting Virtual'ed by 0xJeff

• Intersection of AI Agents & the Crypto Ecosystem by Franklin Templeton

New AI projects & updates.

• Nosana AI (AI) - Launches decentralized GPU marketplace on Solana for AI compute

• Nodepay AI (AI) - Announces airdrop

• Pinlink (DePIN, AI) - Announces “Fractalia”

• Mira (Verified Intelligence) - Announces testnet

• Moby AI (AI copilot)

• Citadel (AI agent for macro and TradFi)

• Ensemble Frame (Solana AI)

• Flame (AI companion)

The important bits.

• Zentry (Gaming) - Launches Zentry Season 1

• BeraBoyz (Berachain NFT) - Unveils BOYZ tokenomics and 50% community airdrop

• Solv Protocol (BTCFi) - Breaks down the SOLV token launch

• Solayer (SVM) - Announced IDO for January 16th

• Eigen Layer (Restaking) - Spotlights Aethir as a decentralized GPU player

• Hermes (DeFi) - Features new products and roadmap

• Superseed (L2) - Explains “Supercollateral” in self-repaying loans

• HMX (Perp. DEX) - Partners with Stork

• Peapods Finance (DeFi) - Announces and explains “Metavaults”

• EOS (L1) - Less than a week for boosted rewards on Binance

Even more important bits.

• SEC delays decision on Bitwise's 10 crypto index ETF

• Thailand is looking to implement spot BTC ETFs

• Dubai Government to build a 17-storey Crypto Tower to be completed by 2027

• Miya exposes Darryl Wang as a scammer

• Malaysia’s Prime Minister pushes for crypto and Bitcoin policies after talks with Binance’s CZ

• Tom Emmer named Vice Chair of Digital Assets subcommittee, vows to shape crypto's future with American values

Charts and stats of the day.

• Crypto Punks floor rises 13%

• Hyperliquid's volume now is higher than dYdX's in the last cycle now is higher than dYdX's in the last cycle

• Blackrock raised $641 billion in investor funds in 2024 and now manages a record $11.55 trillion

• Pumpfun flips Circle in revenue

• TRON's ecosystem thrived in 2024, with USDT transfers reaching $576B and DeFi activity

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

GenLayer: Making crypto better with AI.

Research

This article explains how GenLayer ticks every box in the AI sector, yet it feels a lot like a soon-to-wake-up sleeping giant.

From AI agent conception to execution, to ripping up the tired DAO structure, perps, and a fresh take on AMMs, it's all there, with no humans necessary.

Read More →

Tao talk 016

Podcast

Infinite Games is an LLM-driven incentive market designed to enhance the accuracy of self-improving predictions for future events

Tune in on Spotify | YouTube →

• Moonwalk Fitness (Fitness app)

• Plug (Berachain memecoin)

• Euphoria (MegaETH trading terminal)

• Baseline (Programmatic liquidity)

• FordeFi (Institutional transactions for Hyperliquid)

I can’t tell you enough how bullish I am right now. There will be volatility, and there will be multiple absolutely nasty dumps and leverage swipes, but this year is indeed poised to be the craziest bull run of all time.

Never in history has a setup for crypto been this favorable. Lock in and don’t do any stupid shit, don’t blow yourself on leverage, don’t chase massive green candles, and don’t look at how other people perform - focus on your portfolio only.

Spot positions, patience, and conviction is the name of the game here. Lock in.

stay safe homies,

Hix0n 🫡