New Token | Quick Glance | Nottelabs ($30m FDV) | @nottecore Via @ogandreakiro & @lucas_gdno DVM View: Notte ( $NUIT ) turns websites into clear maps for AI, simplifying navigation and task automation, reducing errors and costs in web interaction. It's end user is a developer who wants to equip their agent
Executive Summary: Majors holding $BTC/$104k $SOL/$250 while alts and AI bleed. Total AI Mcap at $12.5b, -35% from recent ATHs at $19b. Attention is at the Catstanbul2025 conference, where @JupiterExchange announced its majority stake in @moonshot Other news is $Vine, where logo packs were discovered in the
Executive Summary: Most crypto rebounding in the past hour, with $BTC reclaiming $105k. Big news was TT founder @AndyAyrey selling off $fartcoin OTC 2 days ago, which broke overnight in a post from @AndyAyrey. AI names are still off highs from yesterday morning, but seeing good relative strength from $Griffain
New Token | Quick Glance ($Vine via @gus) DMV View: Last night, the founder of Vine @rus launched the token $VINE, which we screened at $29m shortly after his video confirmation post surfaced (see our last post). Since its launch 12 hours ago, $VINE has reached $300m MCap, garnered $850m in
Executive Summary: BTC down slightly to $104k, with $SOL showing relative strength +2% to $255. AI names are up materially reflecting on-going momentum and Trump's announcement of a $100B private sector investment into AI (Stargate Ventures), which is mostly benefitting the our Infrastructure names. AI Infrastructure names $AETHER
Notable Event | $AETHER (1m FDV) | @aetherdotfun Via @litm_sol Since our initial report, $Aether has declined ~90% from $11m FDV to $1m, and its down 97% from its ATH of $30m. In large part, we believe it’s been FUD stemming from i/ Lack of transparency and irregular communication ii/
Executive Summary: $BTC recovering towards $105k with $SOL slightly higher to $242. Bulk of our coverage has inflected higher in the last 24h, marketing what we think was a local bottom (see our note yesterday). New token $QUDE performing well above $40m and many tokens up 50%+. In Infrastructure, $QUDE
Note: this is a retroactive add to match X publication on (01/18/2025) DVM View: The $TRUMP launch, ahead of his inauguration in 2 days, was nothing like we’ve seen before (see our short note last night at $6B FDV, notifying our audience). Overnight, $TRUMP garnered over ~$8B
New Token: Quick Glance | $Qude ($30m FDV) | @Qudeai DVM View: $QUDE is both an open-source low code platform and modular framework on $SOL designed to facilitate the creation, deployment, and interaction of on-chain AI agents. $QUDE primarily addresses the complexity of deploying scalable, secure, and data-analytical AI applications in a
Executive Summary: $BTC momentum continues at $102k+, as most alts and AI (sans Memes) on pause after a strong run-up the last 2 days. On the fundamentals, the key developments: @ElizaOS_ai integrates with @trondao and @thirdweb for AI agent development while @0xzerebro partners with @hyperbolic_labs for decentralized compute
Notable event | $GRIFT ( $125 M FDV) | @orbitcryptoai Via @ryanmcnutty33 & @chrisjries DVM View: $GRIFT has benefited from on-going momentum in the hot DeFAI (Defi x AI) sector but, more meaningfully, from on-going internal execution, and improved tokenomics with growth metrics to follow. In this note, we highlight recent significant developments
Executive Summary: $BTC slightly lower at $97.5k after yesterday's pump, with alts moving slightly higher. AI tokens largely a mixed bag after yesterday's strength, as many leaders were up +30%. In Infrastructure, $LUMO (new, $8.6m), $JAIL (+190%), $APY (+70%), $dGPU (+60%), $BUZZ (+40%), $ALCH