ToE's Weekly Highlights #80
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Weekly Updates
1. Crypto AI
AI dominates the space, capturing 50% of the narrative. With ChatGPT 5 rumors and NVDA hitting new highs, the crypto AI sector is still small compared to XRP—tons of upside here. Top picks: Zero1 Labs, NEAR, TAO, Terminal of Truths.
2. Solana Season
SOL’s comeback is real. While it’s no longer a 100x candidate, ecosystem gems like Jupiter and Kamino could thrive. Major DeFi players like MakerDAO and GMX are also eyeing Solana’s network.
Solana Nears Ethereum in Fees: SOL is closing in on Ethereum’s daily fee revenue, driven by DeFi growth and memecoin trading.
https://x.com/arndxt_xo/status/1838353664454594926
3. Memecoins
Risky, but undeniable in today’s market. Memecoins hold the second-highest narrative mindshare, and a small allocation could pay off big.
Other Narratives: RWAs are on the brink of mainstream adoption, and Bitcoin staking remains a solid bet.
Weekly alpha by @TheDeFinvestor
Narrative Overview
$BTC: The King Reclaims Its Throne
In just 10 days, $BTC shot up from $59K to nearly $70K, pulling liquidity away from altcoins as BTC dominance hit a 3-year high at 59%. The catalyst? A Trump election bet, with his odds climbing to 63% on Polymarket. Meanwhile, $400M+ in daily ETF buys and $3B in new OI on CME fuel the rally. I’m staying long but waiting for a dip before adding more.
$DOGE: The Trump Proxy Play
$DOGE is up 30% as Elon’s memes align it with the Trump trade. $D.O.G.E. memecoins on Ethereum and DogeChain rode the wave too, with $OMNOM up 3x. $DOGE might be the riskiest bet, but it’s riding the political winds.
AI Memecoins: Wild but Profitable
The week’s biggest buzz? $GOAT, the AI memecoin, exploding from $100K to $500M market cap. It’s hype-driven, but AI x crypto is catching serious attention, with other tokens like $GNON and $ACT booming. It’s speculative, but there’s money to be made if you play it right.
Cat Coins: The Quiet Roar
Cat coins are having their moment too. $POPCAT, Murad’s pick, hit a new ATH at $1.55B FDV, but has since dipped 15%. That created room for $MOG and $MEW, both hitting new highs—$MOG is up 3x since September, while $MEW nears a $1B market cap after its Upbit listing. $MICHI has been another winner, up 50% this month. It’s clear that the cat coins have claws.
Murad’s Memecoins
The AI memecoin buzz hasn’t totally eclipsed Murad’s picks. $SPX topped out at $900M, $GIGA hit a new ATH of $600M, and $APU is up 6x since September. Meanwhile, NFTs like Milady Maker and Remilio Babies have seen floors rise with the “Murad effect.”
Worldcoin Rebrand
Worldcoin’s event in SF, featuring Sam Altman, triggered a +50% pump for $WLD before the classic “sell the news” move. Rebranded to ‘World’, they unveiled World App 3.0 and World Chain—yet another example of market hype that quickly fades.
$ENA Shill
A long-form piece from a top Binance trader sent $ENA up 20% in hours, followed by another +40% run. It’s a classic example of how big names can shift market sentiment quickly.