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'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.

2025.01.29
links.tldrnewsletter.com4 min readTLDR Crypto

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.

2025.01.29
links.tldrnewsletter.com2 min readTLDR Crypto

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.

2025.01.29
threadreaderapp.com4 min readTLDR Crypto

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.

2025.01.29
threadreaderapp.com1 min readTLDR Crypto

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.

2025.01.29
threadreaderapp.com4 min readTLDR Crypto

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.

2025.01.29
x.com7 min readTLDR Crypto

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.

2025.01.29
x.com6 min readTLDR Crypto

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.

2025.01.29
blog.coinlist.co2 min readTLDR Crypto

CEXES TO REVAMP LISTING PROCESS

Within the next two years, centralized exchanges (CEXs) will revamp their token listing process to keep up with decentralized exchanges (DEXs), making listings far more frequent and less exclusive.

2025.01.29
threadreaderapp.com1 min readTLDR Crypto

VELODROME/AERODROME CONTROVERSY

A contributor to Velodrome and Aerodrome allegedly used insider knowledge to buy $50K of $VVV before public announcements, flipping it into $1M within an hour.

2025.01.29
threadreaderapp.com1 min readTLDR Crypto

BASE BOASTS STRONG RETENTION NUMBERS

Base is outperforming most chains in user retention, maintaining on average around 15% retention while other chains drop to 3-8% after the first month.

2025.01.29
threadreaderapp.com1 min readTLDR Crypto

AI16Z CHANGES NAME TO ELIZAOS

ai16zdao is rebranding as ElizaOS following a request from a16z - the $ai16z ticker will remain until the community votes on potential changes.

2025.01.29
threadreaderapp.com3 min readTLDR Crypto

PUMP.FUN SET SINGLE-DAY REVENUE RECORD, RAKING IN $15.5 MILLION IN FEES FOLLOWING ANNIVERSARY

Pump.fun, a Solana-based memecoin launcher, achieved a record $15.5 million in single-day revenue on January 24 driven largely by the launch of Vine Coin, which reached a $425 million market cap amid speculation about the video platform's potential revival. The platform has processed $4 billion in the past two weeks and accumulated 2.5 million SOL in fees since launch. It faces new competition from Juptier's acquisition of rival platform Moonshot and potential legal challenges from investors who experienced losses on the platform.

2025.01.28
links.tldrnewsletter.com2 min readTLDR Crypto

KUCOIN PLEADS GUILTY TO US CHARGES, AGREES TO PAY $300M

Crypto exchange KuCoin has pleaded guilty to operating an unlicensed money-transmitting business in the US, agreeing to a $300 million settlement and a two-year exit from the US market. Founders Michael Gan and Eric Tang will step down from management roles and forfeit $2.7 million after the Justice Department found that the platform operated without KYC or AML procedures until mid-2024. US regulators have collected over $19 billion in crypto-related settlements since October 2024.

2025.01.28
links.tldrnewsletter.com2 min readTLDR Crypto

INTRODUCING THE VENICE TOKEN: VVV

Venice.ai has launched VVV, a novel token designed to provide AI agents and users with zero-marginal-cost access to its uncensored AI model API through staking. 25% of the initial supply was airdropped to AI community protocols on Base and another 25% to Venice's existing users. The token has a unique economic model where stakers receive a pro-rata share of Venice's inference capacity without per-request fees, while also earning staking yields. The platform, founded by prominent Bitcoiner Erik Vorhees, emphasizes privacy and censorship resistance in AI interactions.

2025.01.28
venice.ai8 min readTLDR Crypto

ABSTRACT MAINNET NOW LIVE

Abstract, a consumer-oriented L2 created by the team behind Pudgy Penguins, is now live on mainnet. It has a wallet with various funding options and the ability to earn XP and badges that will likely result in an Abstract token allocation. The Portal and Discover page highlight apps, live streams, and trending tokens in one simplified interface. The L2 is built using ZKSync's rollup technology. It faced some criticism for a seemingly rushed rollout.

2025.01.28
threadreaderapp.com1 min readTLDR Crypto

WHEN ROBOTS START PAYING EACH OTHER: THE AI-IOT ECONOMY IS COMING

The convergence of IoT, AI agents, and blockchain will enable autonomous devices to conduct commerce without human intervention. While previous IoT visions faced numerous technical and practical limitations, the combination of advanced AI capabilities, DePIN, and blockchain-based payment systems is making machine-to-machine commerce increasingly feasible. This new form of commerce could drive unprecedented GDP growth by allowing devices to autonomously negotiate, transact, and optimize resources in real time.

2025.01.28
x.com4 min readTLDR Crypto

ROYCO PRESENTS: BOYCO

Royco's Cross-Chain Deposit Module (CCDM) revolutionizes blockchain launches by enabling users to earn transparent rewards for asset commitments across chains. Its first implementation, Boyco, on Berachain, simplifies liquidity provisioning and has already secured $2.2 billion in pre-deposits, signaling a game-changing approach to ecosystem growth.

2025.01.28
links.tldrnewsletter.com1 min readTLDR Crypto

OPENSEA LAUNCHES BETA

OpenSea has completed its snapshot for Gemesis NFT holders. ~50k wallets have now gained access to the OpenSea 2 private beta.

2025.01.28
threadreaderapp.com1 min readTLDR Crypto

ALLIANCEDAO ON AI APPS

AllianceDAO funded FreedomGPT is an AI aggregator that allows users to switch between different AI models (e.g., OpenAI, DeepSeek, or self-hosted Llama) based on preferences for bias, privacy, or data usage.

2025.01.28
threadreaderapp.com1 min readTLDR Crypto

RIPPLE SECURES MONEY TRANSMITTER LICENSES

Ripple has secured Money Transmitter Licenses in New York and Texas, expanding its U.S. operations as demand grows for compliant cross-border payment solutions.

2025.01.28
links.tldrnewsletter.com4 min readTLDR Crypto

JUPITER TO BUY BACK JUP

Jupiter Exchange generates ~$100B in monthly volume, with 50% of fees allocated to buybacks, resulting in an estimated $600M annualized buyback equal to 25% of its $2.4B circulating market cap.

2025.01.28
threadreaderapp.com1 min readTLDR Crypto

JUPITER SPIKES 40% AS FOUNDER SAYS 50% OF FEES WILL GO TO TOKEN BUYBACKS

Jupiter, a Solana-based DEX aggregator, announced plans to burn 3 billion JUP tokens worth $3.6 billion and implement a new fee structure where 50% of revenue will be used for token buybacks. The platform also launched several strategic initiatives, including a new network, a platform upgrade, and a $10 million AI fund partnership with Eliza Labs. It has acquired a majority stake in Moonshot, a retail-friendly memecoin trading platform.

2025.01.27
links.tldrnewsletter.com2 min readTLDR Crypto

JUPITER ANNOUNCES JUPNET

JupNet introduces an omnichain network that aims to aggregate all of crypto into a single decentralized ledger for seamless user and developer experiences across a world of a “million chains, billion people, and trillion tokens.” Powered by its DOVE Network for cross-chain validation and execution, an Omnichain Ledger for unified liquidity and transactions, and Aggregated Decentralized Identity (ADI) for on-chain account management, JupNet looks to simplify and unify crypto interactions, enabling a global market where one account accesses all chains, currencies, and commodities.

2025.01.27
meow.bio5 min readTLDR Crypto

VIRTUALS EXPANDS TO SOLANA

Virtuals is expanding to Solana, launching its Meteora Pool, creating a Strategic SOL Reserve, and maintaining consistent trading pairs, all while empowering builders with grants and hosting an AI Hackathon in collaboration with the Solana Foundation. This marks a significant step toward driving multichain innovation and growing the Virtuals ecosystem across Base and Solana.

2025.01.27
threadreaderapp.com1 min readTLDR Crypto

NARRATIVE GAMES: WHAT'S THE NEXT TRADE?

The crypto market is showing sustained strength, with Bitcoin consolidating near $105,000, growing stablecoin supply indicating institutional interest, and expanding total market capitalization. The memecoin narrative appears to be reaching a potential peak after Trump's coin, with market attention potentially shifting toward SocialFi platforms like Clout and Yapster, while previously dismissed “Dinocoins” (XRP, HBAR, and XLM) are showing renewed strength through institutional adoption and regulatory positioning. The AI narrative continues to evolve, moving from speculative agents toward more practical DeFAI applications focused on portfolio management and yield optimization.

2025.01.27
x.com10 min readTLDR Crypto

ETHEREUM ACCELERATION

Prominent researchers are calling for an accelerated development process for Ethereum, arguing that the pace of roughly one protocol update per year is insufficient for the network's continued competitiveness and evolution. This post challenges the notion of protocol ossification, suggesting it poses centralization risks and could push users toward more centralized alternatives. Several immediate opportunities for advancement include scaling improvements for L2s, safe gas limit increases, and enhanced wallet security through account abstraction.

2025.01.27
links.tldrnewsletter.com5 min readTLDR Crypto

VITALIK BUTERIN ARGUES FOR INTEROPERABILITY

Vitalik Buterin asserts that Ethereum's future lies in scaling blobs, improving security, accelerating interoperability, and optimizing the economics of ETH to support an L2-dominated ecosystem while maintaining innovation and unity. This approach avoids outdated L1 sharding and instead focuses on evolving Ethereum as a cohesive and efficient platform.

2025.01.27
threadreaderapp.com15 min readTLDR Crypto

CHANGES IN THE CRYPTO LANDSCAPE

The Solana ecosystem, with its user-friendly Phantom wallet and fast DEXs, surpasses competitors like MetaMask in consumer appeal. Recent developments, including Trump's meme coin and SOL/XRP ETF applications, highlight a shift away from Bitcoin maximalism.

2025.01.27
threadreaderapp.com1 min readTLDR Crypto

DIFFICULT TO PICK TOKENS

The oversupply of tokens and increasing competition mean “alt seasons” will be shorter and rarer, requiring investors to adjust expectations and portfolios, as picking winning tokens has become as challenging as selecting outperforming stocks amidst the AI-driven market shift.

2025.01.27
threadreaderapp.com1 min readTLDR Crypto

COINBASE COULD BE CRYPTO'S AMAZON

As tokenization grows, Coinbase is poised to become crypto's “Amazon,” while boutique exchanges like meme coin, AI, and NFT marketplaces will emerge as the “Gucci” equivalents, offering specialized experiences built on DEX rails.

2025.01.27
threadreaderapp.com1 min readTLDR Crypto

UPBIT, BITHUMB COMPENSATE USERS AFTER SERVICE OUTAGES DURING MARTIAL LAW

South Korean crypto exchanges Upbit and Bithumb will compensate investors $2.5M following service outages caused by a surge in user activity during the December 3 martial law declaration, which temporarily dropped Bitcoin's price by 32%. The incident has prompted financial regulators to enforce measures like server expansions and emergency response improvements to prevent future disruptions.

2025.01.24
links.tldrnewsletter.com2 min readTLDR Crypto

HARRY JUNG SELECTED TO LEAD CFTC'S ENGAGEMENT ON CRYPTO UNDER TRUMP'S INTERIM CHIEF PHAM

CFTC Acting Chair Caroline Pham has appointed Harry Jung as Acting Chief of Staff to lead the agency's crypto and digital asset engagement following Pham's leadership changes after being tapped by President Trump as interim Chair. Pham, known for her digital asset initiatives, has yet to be replaced permanently. Former Commissioner Brian Quintenz is reportedly among the top contenders for the role.

2025.01.24
links.tldrnewsletter.com2 min readTLDR Crypto

DOGECOIN ETF REGISTERED AS ELON MUSK'S D.O.G.E GAINS TRACTION

Bitwise has initiated the registration process for a Dogecoin ETF in Delaware, joining Rex Shares and Osprey Funds in pursuing memecoin-focused investment products amid growing institutional interest. The development comes as Dogecoin's market cap reaches $52 billion, having tripled over the past year, partially due to its unofficial association with Elon Musk's newly-formed Department of Government Efficiency (DOGE).

2025.01.24
coindesk.com2 min readTLDR Crypto

ETHEREALIZE: AN INSTITUTIONAL MARKETING AND PRODUCT ARM FOR THE ETHEREUM ECOSYSTEM

Etherealize aims to accelerate institutional adoption of Ethereum and is a response to criticisms about the lack of ecosystem support from the Ethereum Foundation. It plans to curate a content hub for traditional finance education, institutional-grade products for asset tokenization, and advocacy efforts for both corporate and policy adoption. The organization positions itself as complementary to the Ethereum Foundation's work while focusing specifically on bringing institutional players to the network in 2025 through its dashboard platform and product suite.

2025.01.24
threadreaderapp.com2 min readTLDR Crypto

MESTA BUILDING GLOBAL PAYMENTS

Mesta is revolutionizing global payments by combining fiat and blockchain rails to enable fast, low-cost cross-border transactions. It is currently processing millions across 50 currencies while building modern infrastructure to replace outdated systems like COBOL-based banking.

2025.01.24
threadreaderapp.com3 min readTLDR Crypto

BRIDGING WEB2 AND WEB3: HOW DEFAI EMPOWERS AI AGENTS FOR FINANCIAL TRANSACTIONS

DeFAI frameworks bridge Web2 agents with blockchain tech, enabling AI-driven complex financial transactions. Blockchain provides agents with instant settlement, lower compliance burdens, and guardrails around sensitive and complex onchain interactions. Use cases include automated invoicing and treasury management to smart escrows and real estate transactions.

2025.01.24
x.com9 min readTLDR Crypto

THE 5 LEVELS OF AGENTIC TRUST

This framework proposes levels of trust for AI agents that progress from current opaque systems to fully autonomous agents. Today's trust-based systems offer no guarantees to the end user about the agent's legitimacy, while the next level – verifiable agents using TEEs and zero-knowledge proofs – starts to tackle how we can guarantee agent outcomes are authentic. The later stages include real-world agents that validate data sources and ultimately autonomous agents that can operate without human intervention.

2025.01.24
x.com4 min readTLDR Crypto

MEMECOINS, TRUMP, AND SECURITIES LAW: WHY THE RULES HAVEN'T CHANGED

Memecoins have become a surprising safe haven from securities laws due to their speculative nature and lack of underlying value, making them unlikely to qualify as securities under the Howey Test. Meanwhile, even President Trump's DeFi token project follows securities law compliance, proving that while legal structures may look convoluted, the rules remain the same. Offshore setups still offer significant tax and governance advantages.

2025.01.24
threadreaderapp.com10 min readTLDR Crypto

DIFFERENT CYCLE, DIFFERENT RISKS

Market anxiety has continued, despite Bitcoin's rise to $101k and promising tailwinds like new U.S. crypto regulations and ETFs, due to altcoin underperformance and lingering PTSD from past collapses like LUNA and FTX. However, the current cycle is fundamentally different, with reduced systemic leverage and clearer boundaries between speculative and mature market segments, offering a healthier foundation for growth despite ongoing risks.

2025.01.24
threadreaderapp.com2 min readTLDR Crypto

JESSE POLLAK'S BASE VS SOLANA TLDR

Base creator Jesse Pollak argues that an onchain future can be collaborative while acknowledging the philosophical and technical differences between Base and Solana.

2025.01.24
threadreaderapp.com1 min readTLDR Crypto