Base is emerging as a hub for onchain AI innovation. It features a growing ecosystem of projects such as AI-powered trading assistants, autonomous agents for commerce, virtual character creation, and decentralized AI computation platforms. These projects highlight the versatility of AI in onchain applications, ranging from portfolio management and venture capital to gaming, creative content, and crosschain operations.
Successful crypto traders prioritize market strength over prediction and adaptability and risk management over unwavering conviction. All crypto assets except Bitcoin require active management. Traders need to recognize and respond to market signals rather than fighting trends or maintaining emotional attachments to positions. Independent analysis and written documentation of a trading thesis are crucial for developing genuine market insight.
Tether is relocating its HQ to El Salvador after obtaining a digital asset service provider license.
2025.01.14·links.tldrnewsletter.com·2 min read·TLDR Crypto A collection of 2025 crypto predictions from various voices that forecasts the rise of AI and tokenized economies, growth in stablecoins, and meme-driven cycles.
Stablecoins are currently positioned to revolutionize finance by enabling seamless, programmable money management, allowing AI agents to optimize yields and protect deposits.
Polymarket users have wagered $845,000 on whether President-elect Donald Trump will mention terms like "bitcoin" or "dogecoin" in his January.
2025.01.14·links.tldrnewsletter.com·1 min read·TLDR Crypto Stablecoins may not currently offer cheaper payment options for most use cases, but they provide better infrastructure by creating a programmable, global, and instant layer above existing financial rails. As adoption grows, Stablecoins will reduce reliance on intermediaries, unlock new capabilities, and drive a transformative shift in the payments landscape, positioning them as the foundation of a new financial stack.
2025.01.13·fintechbrainfood.com·12 min read·TLDR Crypto Recent data reveals that only 0.412% of Pump.fun traders have realized profits exceeding $10,000, with just 293 wallets (0.00217%) realizing over $1 million in gains from the Solana-based memecoin platform. These figures likely underestimate actual profits since they don't factor later-stage DEX trading. Despite December's broader memecoin market cap decline, Pump.fun has demonstrated strong performance, approaching $400 million in total revenue.
2025.01.13·links.tldrnewsletter.com·2 min read·TLDR Crypto Aiccelerate DAO is a new investment and development organization focused on accelerating decentralized, open-source AI projects. The founding team is filled with advisors from major firms like Coinbase Ventures and some of the biggest projects in the crypto x AI space. The DAO will use the $AICC token to coordinate and fund AI development and provide holders with airdrops and investment opportunities. There has been some controversy about the small pre-launch whitelist token allocations to thought leaders in the crypto x AI space.
Zellic's EVM Trackooor is a versatile framework for tracking and processing blockchain data like transactions, event logs, and blocks. Designed to simplify querying and monitoring, it supports real-time alerts, historical data retrieval, and modular customization for various use cases, from fund movement tracking to security monitoring.
Multicoin Capital's 2025 outlook highlights several opportunities as a consequence of improved regulatory frameworks and technical maturity, including DePIN robotics integration with autonomous systems, zero-employee companies powered by advanced AI, and the expansion of onchain securities and real-world assets. There may be growth in institutional adoption through ETFs, stablecoin strategies, and traditional financial services. The report predicts novel financial mechanisms like a portfolio-based “Buy Now, Pay Never” spending system. Money and verification will trend together with crypto, developments in zkTLS, and new market structures.
A user lost 143.45 ETH to a transaction simulation spoofing attack where phishing sites manipulated on-chain states between simulation and execution. This exploit highlights vulnerabilities in Web3 wallets and demonstrates the importance of verifying transaction details, avoiding suspicious sites, and optimizing wallet security features.
The collapse of Usual Money's USD0++ token reveals how DeFi protocols can exploit complex financial setups and opaque practices. Promised as a stablecoin "usually worth one dollar," USD0++ turned out to be a zero-coupon bond, trapping users in underwater positions while insiders like MEV Capital profited from fees and strategic timing.
Many top crypto founders share a background in MMORPGs and strategy games, which shaped their understanding of virtual economies, digital scarcity, and community coordination. These experiences - mastering auction houses, running guilds, and building digital identities - gave them intuitive insights into tokenomics, on-chain incentives, and risk management, forming the foundation for their success in the crypto space.
An AI agent, enabled by a custom plugin integrating AGW technology with Eliza agents on AbstractChain, has been granted control of its own Abstract Global Wallet (AGW) for the first time.
Ryan Sean Adams and David joined AICC DAO as early investors with 5 SOL each alongside Bankless Ventures, believing in the project's long-term vision, but an unapproved 8% token sale by a team member led to public backlash.
The key to success in crypto is staying curious, hunting for new trends early, and taking advantage of opportunities that reward attention and effort.
Misaligned token incentives, such as having no lockups, lead to a "prisoner's dilemma" where early investors are pressured to sell quickly.
Gemini has appointed Mark Jennings as head of Europe, Daniel Slutzkin as head of the UK, and Vijay Selvam as the international-focused general counsel all to drive its European expansion amid evolving crypto regulations. Gemini is hiring to continue its push to navigate new regulatory frameworks like the EU's MiCA and the UK's upcoming crypto roadmap, solidifying its commitment to growth in the region.
2025.01.10·links.tldrnewsletter.com·2 min read·TLDR Crypto Coinbase has received a subpoena from the CFTC seeking customer information related to Polymarket. The prediction market, which recorded $9 billion in 2024 trading volume despite blocking US users, has been under fire, with prior regulatory actions including a $1.4 million CFTC settlement and a recent FBI raid on the CEO's apartment. The platform reached peak activity in December with over 300,000 active traders. Concerns persist about U.S. users bypassing restrictions through VPNs.
2025.01.10·links.tldrnewsletter.com·3 min read·TLDR Crypto Buidlpad has launched its first community sale, which features Solayer's debit card and its native $LAYER token, aimed at empowering retail investors through equitable fundraising. Solayer, a blockchain innovator with $350M+ in TVL, is offering 3% of its governance token supply via Buidlpad to foster community engagement and align interests for long-term growth.
2025.01.10·links.tldrnewsletter.com·3 min read·TLDR Crypto Solana is accelerating the testing phase of Firedancer, a highly-anticipated Jump Crypto-developed client upgrade that promises one million transactions per second, by requiring a supermajority of testnet validators to run Frankendancer, an early hybrid version, by week's end. The Solana Foundation is utilizing its delegation program to incentivize validator adoption, threatening to revoke delegated stake from non-compliant validators. However, early adopters report stability challenges with the new client.
Bitcoin L2s have a compelling case to address a larger market than Ethereum L2s, primarily since they must provide scaling and programmability while ETH L2s only focus on scaling. Since security will be more critical and differentiated, they will capture conservative and risk-seeking capital due to Bitcoin L1's limited programmability. Some of the most promising Bitcoin roll ups will use zero-knowledge technology for enhanced security and scaling.
MegaETH, Monad, and Hyperliquid are pushing blockchain's boundaries, each vying to lead in instant transactions with innovative architectures. This comparison breaks down their strengths (MegaETH's real-time Layer 2 speed, Hyperliquid's financial market focus, and Monad's decentralized parallel execution), highlighting how each addresses blockchain scalability and performance.
This thread unpacks a rare, public example of a financial institution's escalation process, sparked by a crypto VC's account freeze and swift resolution. It dives into how financial systems bucket users, the complexities of servicing “sophisticated” clients, and why high-risk options remain tightly controlled despite user demand.
In this post, Kane, founder of Infinex and Synthetix, provides an in-depth overview of crypto projects he is focused on at the start of 2025 (e.g., Infinex, Synthetix, Echo, Ethereum, and Solana, among others), highlighting their development progress, use cases, and future potential. He also shares predictions for the broader crypto market, anticipating significant growth in Bitcoin, Ethereum, and onchain activity while emphasizing the need for continued innovation and participation in the space.
2025.01.10·links.tldrnewsletter.com·15 min read·TLDR Crypto Coinbase Wallet users based in the US can now use Apple Pay to purchase tokens for their wallet.
Base is outperforming Ethereum Mainnet in daily trading volume ($2.3B vs. $2.2B), with Aerodrome generating more ETH and BTC trading volume than all top Mainnet Uniswap pools combined, despite having only one-tenth the TVL.
In a recent podcast, Kain and Marc discuss Ethereum's strong fundamentals, its lagging price, and how Layer 2 tokens are diluting ETH liquidity.
One of the highest yield opportunities for Bitcoin right now is through Pendle Finance's Berachain product, where users can opt to earn Bera points or fixed yield.
This post outlines the lifecycle of market narratives, starting from early innovation and gaining mindshare to market booms, retracements, hype peaks, and eventual stability.
South Korea's Financial Services Commission (FSC) is expected to lift its ban on institutional cryptocurrency trading, starting with non-profits, as part of a gradual approach to grow the local crypto sector. This aligns with President Yoon Suk-yeol's crypto-friendly agenda and includes efforts to establish regulatory frameworks for stablecoins, exchanges, and token listings while introducing shareholder screening for virtual asset service providers.
2025.01.09·links.tldrnewsletter.com·2 min read·TLDR Crypto China aims to develop a national data infrastructure by 2029 that uses blockchain for data asset standardization, traceability, and trust as part of a broader push to unify its data market. China has embraced permissioned blockchain applications despite banning crypto trading and mining. The initiative is expected to attract $54.5B in annual investments, totaling $272.7B over five years.
2025.01.09·links.tldrnewsletter.com·2 min read·TLDR Crypto Holoworld Launchpool empowers early $AVA stakers with exclusive access to groundbreaking AI project token distributions, starting with Spore.fun's autonomous evolution initiative. This platform fuels agent innovation by connecting projects with engaged communities and offering priority benefits to early supporters.
Apptokens are a new class of programmatic token smart contracts. They're designed for comprehensive onchain gaming economies with features like app-linked requirements, task completion verification, hooks, and customizable trading parameters. Limit Break, the team behind the announcement, also released TokenMaster, a protocol for creating and managing ERC20-C tokens through programmable pools that support standard, stable, and promotional configurations with customizable features like fee structures and spend mechanisms.
This post explains how money moves onchain, covering the processes of onramping fiat into crypto, swapping tokens within the same blockchain, bridging tokens across blockchains, and using offramps to convert crypto back into fiat. It highlights Privy's role in offering user-friendly solutions which abstract the complexity of onchain interactions.
Even though most current AI agents are not innovative, frameworks might be here to stay since they achieve value accrual from any agent speculation or creation, just like pump.fun. The next innovation for agents will be by giving them crypto wallets and interacting with DeFi. Attention-based agents will remain important, and will become more complex and have greater interactivity. DAOs are poised for a comeback, this time led by multi-agent systems.
This post delves into the parallels between AI and historical shifts like the agricultural revolution, exploring how autonomous agents are reshaping crypto, culture, and commerce. It examines the profound implications of AI's growing agency in shaping human systems, from Truth Terminal's billion-dollar market moves to creative entities like Zerebro.
Vitalik Buterin's update on the d/acc (decentralized/democratic differential defensive acceleration) movement highlights its growing integration with blockchain, particularly in areas like prediction markets, ZK-SNARKS, and public goods funding mechanisms like deep funding. The philosophy has expanded beyond its original defensive focus to include “thrive” technologies, like longevity and solar energy, and has been adopted by crypto communities due to aligned values in decentralization and censorship resistance. Buterin emphasizes the role of blockchain in developing robust funding mechanisms for public goods, with particular emphasis on new approaches combining human and AI judgment.
Chorus One, a major node operator, has highlighted challenges with Hyperliquid's blockchain infrastructure, which include closed-source code, dependency on a centralized API, and an unclear validator selection process that leads to a black market for testnet HYPE tokens. 81% of HYPE tokens are controlled by foundation notes, while external validators face sustainability challenges with low rewards and high staking requirements. This thread recommends improvements meant to enhance decentralization, like open-sourcing the code and redistributing foundation stake.
Telegram users should be wary of scams promising unrealistically high pay for simple roles, as engaging with these scammers can lead to losing one's crypto.
Fidelity Digital Assets predicts that 2025 will be pivotal for Bitcoin adoption, with nation-states, central banks, and sovereign wealth funds expected to strategically allocate to BTC to counter inflation, currency debasement, and fiscal deficits.
Revolut is the first banking data publisher on the Pyth Network.
2025.01.09·links.tldrnewsletter.com·3 min read·TLDR Crypto The Ethereum L2 ecosystem has seen a recent rise in fees paid to the Ethereum base layer driven by blob market saturation since November 2024, with percentages rising from 0.91% in October to 12.57% in December.
Czech National Bank Governor Aleš Michl has expressed interest in using Bitcoin for diversification as part of the national bank's future reserve strategy. Globally, Bitcoin's rising appeal as a reserve asset, supported by initiatives like the U.S. Bitcoin Act, highlights its growing role in national financial strategies despite concerns over volatility.
Last month, U.S. spot Bitcoin ETFs accumulated 51,500 BTC, nearly three times the ~14k coins mined that month. This demand-supply imbalance, coupled with low exchange balances and record ETF inflows, may signal a market supply shock.
BrainKnowsAI is launching a prompt-to-earn program to support the development of its Web3-centric LLM and intent recognition system, which is designed to process and execute onchain transactions through natural language inputs. The platform's architecture consists of an Intent Recognition Engine that interprets user requests and an Execution Engine that performs actions through offchain tools and onchain aggregators. It aims to differentiate itself by creating a domain-specific model, focusing on accurate intent recognition. BrainKnowsAI will release open-weight models for developers.
DeFAI represents the convergence of DeFi and AI, enabling abstraction layers for simplified user interactions, autonomous trading agents with advanced decision-making capabilities, and AI-powered dapps built on specialized infrastructure. Notable projects include Griffain and Neur for abstraction layers and Almanak and Cod3x for autonomous trading. The Mode Network is emerging as a significant Layer 2 ecosystem for AI-powered DeFi applications. The sector is seeing rapid development in infrastructure components like Trusted Execution Environments (TEEs) and verification frameworks, with projects like Phala Network and Hyperbolic Labs leading development in secure and verifiable AI agent execution.
This article explains how cryptocurrencies streamline international money transfers by reducing fees, eliminating intermediaries, and offering faster transactions. It covers practical steps, platforms, and tips for secure transfers while highlighting crypto's advantages in overcoming traditional banking hurdles, especially in underserved regions.