ToE's Weekly Highlights #58

Digging up the grinds for the week.

GM ToE readers! We have just crossed into the point for ALTCOIN SZN!!

• Macro: Appetite for tech remains strong, with AI advancements and growth outlook outweighing uncertainties around the interest rate trajectory.

• Trends: The crypto market has been mostly red this past week, with Bitcoin and Ethereum down slightly and altcoins suffering more significant losses. The market seems weak and directionless, likely to continue chopping/consolidating for a while.

• DeFi: Modular blockchain taking the limelight with $TIA 3,3 airdrop mechanics, $GNS being undervalued, LRT, List of BTC projects, Restaking open on 29 Jan,

• Tools: How to find new projects, Tools you need to win, Risk of restaking, Scams

• Spicy Drama: Airdrop crew, $SAVM dumping

If you have not read the previous week’s highlight, here it is:

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Segmenting the megathread of content into 5 parts:

1. Macro news

2. Trending narratives

3. Defi happenings

4. Educational resources and tools

5. Spicy crypto drama

1. Macro News

Appetite for tech remains strong, with AI advancements and growth outlook outweighing uncertainties around the interest rate trajectory.

• Bitcoin entered a consolidation phase after the initial volatility from the spot ETF approvals last week. Price has traded in a tight range between $41k-$43k as the market digests the news.

• Early spot bitcoin ETF trading data is very positive, with over $900 million in net inflows in the first 3 days. IBIT saw the largest inflows while GBTC saw expected outflows due to its higher fees.

• Ether continues to gain ground on bitcoin, with the ETHBTC pair pushing back above 0.06. This appears partly driven by anticipation of a potential spot ether ETF approval later this year.

• Solana rebounded back above $100, likely helped by the hype around its new smartphone announcement. The Jupiter token launch at month's end is also building excitement.

@arndxt_xo on macro pulse

@Wolfpekay on charting PA

@rektdiomedes on Macro good reads

@LadyofCrypto1 on BTC bull and bear prediction

@0xcryptodave on base case for BTC

@matrixthesun on market view

@tedtalksmacro USD liquidity ATH 2025

2. Trending Narratives

The crypto market has been mostly red this past week, with Bitcoin and Ethereum down slightly and altcoins suffering more significant losses. The market seems weak and directionless, likely to continue chopping/consolidating for a while.

• We're in a "PvP market" - low volume, low volatility, news-driven pumps get faded quickly. Harder to make profits compared to recent market conditions. Recommends lower position sizing and less overtrading.

• ETH "beta coins" that had seen strong gains recently, like ENS and Optimism, were the biggest disappointments this past week, down 15-19%. Pendle and Maverick Protocol were exceptions.

• NFTs are showing some signs of life again, with floor prices rising for top collections like BAYC and Azuki. Pudgy Penguins saw a massive pump. It could flip BAYC.

• New token launches like Manta and Ondo saw initial dumps but then pumped 2x or more. Bullish on Ondo as a play on the real-world assets narrative.

• Most major/established altcoins did poorly. Some news-driven pumps like for Conflux and Klaytn got completely retraced. Pyth stands out as a top 200 token with strong gains this week.

@TaikiMaeda2 on $TIA being 3,3

@marwolwarl on history of crypto

@0xTindorr breaking down DePin

@muxprotocol on ETH szn

3. Defi Happenings

@2lambro on new project list

@ayyyeandy on modular blockchain

@Prithvir12 on analysis from token unlocks

@derpaderpederp on $GNS undervalued

@criptocount on $KEX

@KIRA_official on metafinality

@MetaverseRanger on his portfolio

@ThorHartvigsen on Eigen airdrop

@yuxiao_deng on LRT

@haydenzadams on airdrop thoughts

@DeFi_Made_Here on complex topic of LP

@Danyal_kolivand on BTC staking

Why Axelar (AXL) Is The Dark Horse Of The Interchain Race

@0xSalazar on Eigenlayer DA

@Rafi_0x on $ONDO

@DAnconia_Crypto on DePins

@poopmandefi on BTC projects

@tomwanhh on restaking caps increase on 29 Jan

@Prithvir12 on $SAVM play

@CryptoNikyous on new launches

@dontbuytops on $GLQ

@twindoges on new projects finds

@AlexSmirnov__ thoughts on bridge

@mztacat on Kinto KYC L2

4. Educational resources and tools

@Beacon_Early how to find new projects

@therollupco on modular and rollup revolution

@tombheads tools to win

@0xM4R10 on scam

@francescoweb3 on risk of restaking

@CJCJCJCJ_ on how you can use C4

5. Spicy Crypto Drama

@WazzCrypto on airdrop crew

@Bagofbread2 on $SAVM dumping

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Twitter: https://twitter.com/arndxt_xo/status/1749075883221234098