In a sea of red across my portfolio, a single green ticker stands out: JUP. Following the second Jupuary airdrop, Jupiter announced a series of impressive updates at Catstanbul that deserve our attention. Let’s examine the five most significant developments in the JUP ecosystem this January and their implications for both token value and

Ethereum’s FUD is at ATH as the community struggles to see a clear path forward, with increasing fragmentation between L2s and L1. Vitalik voiced his frustration on twitter, telling a community member advocating for a leadership change within the EF, ‘You are making my job harder’.

The EF is a nonprofit organization responsible for suppor

The AI agent framework market is rapidly evolving, driven by the need for fast, highly precise, and performant solutions that can handle mission-critical workloads. While the Eliza framework by ai16z has gained popularity for its simplicity and ease of use with TypeScript, the RIG framework, developed by AI Rig Complex (ARC), offers a com

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