another one huh
past 24h getting spicy:
btc institutional wave continues - congress introduces btc reserve bill allowing tax payments in btc with zero cap gains, bolivia integrating btc into financial system, strategy grabbed another 10.6k btc at $90k avg
stablecoin regulatory clarity accelerating - adgm approves usdc/usdt/usd1, circle minting $500m usdc on solana in single transaction, pyusd supply crossing $1b on sol
ai agent infrastructure heating up - x402 pumped 81x after circle adoption for onchain ai payments, talus network closed $10m round with animoca/foresight, virtuals protocol launched instacart integration in chatgpt
solana breakpoint week - metamask partnering with solana identity for free mints until dec 22, bonk planning major announcements at bonkpoint 2025, solana mobile announcing skr token launch for jan 2026
sei momentum building - robinhood listed sei for 25m traders, binance became validator, metamask added native swap/bridge
blackrock filing for staked eth etf, ondo sec investigation closed with no charges
high conviction plays for degens:
- sei ecosystem expansion with major cex listings and institutional backing
- x402 narrative as coinbase's agentic payment standard
- solana breakpoint alpha (watch bonk, jupiter updates)
- infrared finance tge coming with $50m annualized revenue and strong vc backing
- humidifi raising $1.5m in 78 seconds before binance alpha listing dec 9
token unlocks this week creating pressure:
- pump: $29.56m dec 14
- wormhole: 20.81m
$w dec 12
- bouncebit: 29.93m dec 9
rug warnings:
- xplug flagged
- plasma trading at $1.6b with widespread losses
- sooncoin team accused of dumping (down 70% in 48h)
zachxbt placing $5k bounty to expose ai spam operations on wallchain, kaito, galxe, layer3
dyor on everything, most tokens are going to zero