Even with new SEC leadership, spot market health is critical for ETF approvals.

BTC and ETH dominate liquidity, while SOL accounts for just 24% of BTC’s depth.

Ethereum and Avalanche C-Chain gained momentum last week, with active addresses growing by 10% and 15%, while Bitcoin saw a slight dip of 3%.

Solana, on the other hand, hit a major milestone – its total stablecoin market cap exceeded $10B as Trump-related memecoins pumped liquidity, driving USDC supply up by 51% to 9B.

DeFAI platforms are betting on their ability to compete with Telegram DEX bots.

Despite their speculative nature, their seamless natural language interface and user-friendly approach may be the key to mass adoption.

Aptos has been on an impressive run, expanding its active user base by 774% in just six months.

With transaction volume soaring from 1.9M to 7M, the network is rapidly scaling up.

This is the account of the most active Pumpdotfun dev, with 18,287 tokens launched and 156 tokens graduated.

And still, that is enough to make the daily transfer-out chart look like this.

The casino always wins.

Address:
MNhBbrscBPmeid54buiqSgyWa4D8PY6uKHoK2wJsTJN

The AI agent market is in a correction phase, down 50% from its peak, but development is ramping up across the board.

• Virtuals Protocol is expanding to Solana via LayerZero.

• ai16z rolled out Eliza v2 with better tokenomics, AI agent enhancements, and is now building a $10M AI fund.

• Griffain is integrating Shopify for AI agents to sell directly in stores.

• AIXBT introduced a 10-tier access system, with upcoming features including agent-to-agent collaboration and improved tokenomics.

• arc launched the Handshake Program, funneling value back to $ARC and partnering with Hyperbolic Labs, Soulgraph, and Piotreksol.

Knowing what to track = knowing where to profit.

Here’s the list of 5 key metrics from a16z that will define 2025 in crypto.

Top NFT sales in January.

The most expensive NFT sale amounted to 225 ETH (~$734,000).

Sui ranked as the fastest L1 blockchain at the end of 2024.

By bypassing consensus for simple transfers, Sui can reduce transaction processing time by up to 500ms, ensuring high scalability.

Since January, the number of wallets trading on Virtuals Protocol has been steadily decreasing.

Most users trade only a single token, showing low diversification trends.

WalletConnect, arguably the most well-known wallet infrastructure, is holding their token sale on Coinlist today.

The best part?

$WCT is sold at $200M FDV.

The round is likely to be oversubscribed, so using my code → STACYMUUR maximizes your chance of getting an allocation.

Wen? Today, at 5 pm UTC.
More info here

I personally expect a heavy demand here; but ofc make sure to DYOR. NFA.

What you need right now is a good research compilation ✨

General
➖ CoinShares: Digital Asset Fund Manager Survey - January 2025
➖ CoinShares: Digital Asset Bi-Weekly Digest - January 30th 2025
➖ Galaxy: Ethereum All Core Developers Execution Call #204 Writeup
➖ Galaxy: Weekly Top Stories - 1/31

Market
➖ CoinGecko: Publicly Traded Companies Only Account for 5.8% of the Total Crypto Market Cap
➖ Glassnode: Thinking Ahead
➖ Glassnode: Crypto Markets in Q1 2025: ETFs, Layer-2 Growth, and Stablecoins Take Center Stage
➖ Galaxy: 2025 Investment Outlook
➖ Galaxy: DeepSeek’s Debut Unleashes Market Chaos

DeFi
➖ 4pillars: Yala: Unlocking the Vast Potential of Bitcoin-Backed Stablecoins
➖ Cointelegraph: Navigating 2025's Crypto Landscape

Berachain launches their mainnet tomorrow.

Here’s your primer on Bera and whether it can actually disrupt the dominance of Ethereum and Solana.

Read it on my Substack (and don’t forget to subscribe)