We are beginning to feel the light breeze, the early whispers of the level 5 hurricane which appears increasingly imminent.

In the last two days, we have seen astonishing announcements from both sides of the Pacific.

1) DeepSeek / KIMI

On Jan. 20th, DeepSeek, a leading Chinese AI lab, dropped and open sourced it’s R1 family of reasoning m

Jito Restaking is starting to get some momentum and I wanted to outline it all here. For a complete deep dive on Jito restaking (and restaking in general), read our report from November.

As of today there is currently ~$179M in Jito restaking TVL split across 4 protocols.

1. ezSOL – (Renzo) $80.2M
2. fragSOL (Fragmetric) – $66M
3. kySOL (Kyros) –

If the prophecy of AI Agents dominating blockchain activity is to be real, then AI Agent functionality in crypto must first proliferate. AI agents should go beyond being gimmicks and reply bros.

The world of Agents beyond crypto is much larger and more utility-driven. AI agents in crypto will be a fraction of the overall AI agent mar

Where do we go from here after Trump?

1. Solana will eat Ethereum. The network effects of this are real. Everyone will be launching their tokens on Solana.

2. The Trump and Melania trade is a green flag for people to go wild. Companies may launch tokens to fast track access to capital. ICOs are going to make a comeback.

3. Celebrities

I believe Pengu is going to be a big player in 2025 due to a few factors. Pengu isn’t a memecoin. It is a hidden culture coin that serves as the backbone of a new consumer ecosystem.

Over the last 3 years, Pudgy Penguins has become the face of crypto.

Sitting in millions of households worldwide, garnering millions of followers, and amass

With Binance listing $AVA perps today, wanted to put a quick post out on Holoworld as it is continuing to capture a healthy amount of AI agent mindshare. As the self-described audiovisual immersion layer for AI agents, Holoworld’s tech has already been integrated into some of the top agent platforms like Virtuals, ACT, and TopHat and they

With over 50k monthly users, PVP.Trade has emerged as the go-to Telegram trading interface for Hyperliquid. PVP is a tg bot bringing a fun and gamified experience to trading on HL with features like their clan competition system and group chat leaderboards, along with alpha opportunities for earning PVP points and possibly future HL point

gm – had a quick conversation in one of my group chats around short term positioning this week given the recent rally, macroeconomic prints, and upcoming inauguration.

this is a sort of follow up on my thoughts posted to the alpha feed earlier this week, so make sure to give that a quick read as well.

will post direct timestamped screensh

It’s not every day we get a token launch for a bona fide sector leader. On Wednesday, Jan-15 (tomorrow), Derive (formerly Lyra) will launch its DRV token after a 9-month transition period. Lyra has led the DeFi options space for most of its tenure, but options have failed to take off and the sector has lacked a blue chip with a valuation

Let’s talk about something you couldn’t have missed in the crypto world – SUI’s meteoric rise to a $50B fully diluted valuation. But something more interesting to answer is: where’s all that money flowing? As someone who’s been tracking L1 ecosystems for a while, I’ve noticed a pattern of how capital flows in L1 and L2 ecosystems.

Classic