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TLDR Crypto

TLDR CRYPTO 2025-01-29

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01MARKETS & BUSINESS

'CRYPTO IS BACK': VARIOUS INVESTOR GROUPS SEE A NEED TO RAMP UP AMID US POLITICAL SHIFT

Analysts report growing institutional interest in crypto markets amid the Trump administration's policy shift, with diverse investor groups across finance, tech, and energy looking to increase their crypto exposure. Bernstein maintains a $200,000 Bitcoin price target for end-2025, citing catalysts like Trump's executive order, potential strategic digital asset reserves, and a projected $120 billion in Bitcoin ETF and corporate purchases in 2025. While institutional investors remain neutral on direct Bitcoin exposure, they show particular interest in crypto-related equities, with Robinhood seeing a 370% rise over 12 months and mining companies pivoting toward AI capabilities, leading Bernstein to maintain outperform ratings on several sector stocks including MicroStrategy, Robinhood, and Core Scientific.

links.tldrnewsletter.com4 min read

ETHEREUM'S ACTIVE ADDRESSES SURGE 37% AS INSTITUTIONAL AND DEFI INTEREST GROWS

Ethereum's active addresses have increased 37% to 575K driven by growing institutional interest and sustained DeFi activity, with Uniswap maintaining a 22% DEX market share and processing nearly $1 billion in daily volume. Despite Solana dominating memecoin trading, Ethereum's network fundamentals remain strong, with increasing transactions and institutional investments, though fees have declined from December 2024 levels.

links.tldrnewsletter.com2 min read

02INNOVATION & LAUNCHES

ANNOUNCING NOUS PSYCHE

Nouse Research has launched Psyche, a decentralized AI training infrastructure built on Solana designed to democratize superintelligence development through distributed compute resources. The platform uses Nous DisTrO tech, which achieved 1,000-10,000x bandwidth compression in training runs and successfully tested a 15B language model using compute from multiple providers including Oracle and Lambda Labs. The initial testnet phase will coordinate whitelisted GPU owners for cooperative model training, with plans to expand into a permissionless network. Nous plans to develop its next-generation LLMs on the platform.

threadreaderapp.com4 min read

SYMBIOTIC LAUNCHES ON ETH MAINNET

Symbiotic has launched on the Ethereum mainnet, introducing a fully modular shared security protocol with customizable slashing and operator selection. With 13 networks already live and nearly 50 more integrating, Symbiotic aims to make decentralized security seamless and accessible.

threadreaderapp.com1 min read

03GUIDES & TUTORIALS

HOW TO FARM THE ABSTRACT AIRDROP

Abstract's reward system features XP and badges targeting three distinct user groups: general users, developers, and content creators. The platform's ecosystem includes over 30 active or upcoming applications and numerous gaming partnerships. XP is earned through platform interaction, app development, and content creation. Special considerations have been made for Pudgy Penguins ecosystem participants, who might receive an allocation of the drop or a boost on XP.

threadreaderapp.com4 min read

MARKET RHYMES: TIME TO TAKE PROFITS?

The crypto market faces mounting pressure from both external and internal factors, with macroeconomic challenges including a strengthening US dollar, global bond market selloffs, and reduced expectations for Federal Reserve rate cuts in 2025. Within the crypto world, an oversupply of new tokens (70,000 daily launches on Pump.fun) and changing investor behavior favoring Bitcoin, memecoins, and AI over traditional altcoins have created challenging market conditions. Bitcoin metrics show declining profit-taking volumes (down 93% from December 2024), reduced exchange inflows, and increasing long-term holder accumulation, while the historically narrow 60-day price range suggests impending volatility.

x.com7 min read

04MISCELLANEOUS

DEEPSEEK R1: THE OPEN-SOURCE BREAKTHROUGH IGNITING DEFAI 'S NEXT ERA

The DeepSeek model, which caused the market to tumble due to concerns that it's easier than we thought to train AI, has promising implications for the democratization of AI development. As an open-source model that offers near state-of-the-art reasoning capabilities with reduced hardware requirements, the model's efficiency could trigger broader AI adoption across industries including DeFAI, where it enables continuous operation of autonomous trading agents. The Jevons paradox suggests that improved efficiency might lead to increased overall resource consumption due to wider adoption.

x.com6 min read

FILLING UP FROM THE BOTTOM: A NEW MECHANISM FOR ALLOCATING TOKENS

The “Filling Up From the Bottom” token allocation method ensures a fair distribution by prioritizing the maximum number of participants while still allowing larger buyers to express demand. Instead of favoring pro-rata allocations based on capital, the mechanism evenly distributes available tokens up to a certain threshold, ensuring all users receive at least a minimum allocation, optimizing inclusivity in fixed-price sales.

blog.coinlist.co2 min read