Recap of the past 2 weeks in crypto :
- $BTC broke $100K, reached $104k before a liquidation cascade to $91k. 4 days later, we got another flush on altcoins too. Funding is now reset after $2bn of long liquidated in 2 days.
- Dino coins have been unstoppable until early December : $XRP reached $290bn FDV, 8x in a month for $HBAR, 2x in a day to $40bn MC for $TRX, $ADA top at $46bn MC...
- DeFi Renaissance : $AAVE $UNI $CRV $SUSHI $CVX have all been pumping. Retail seems to like to buy the future of finance ?
- Metaverse coins ran hard too : $SAND $MANA $GALA
- RWA is another strong normie-friendly narrative : +230% for $ONDO in a month and almost $20bn FDV. $RSR pumped hard on Paul Atkins nomination at the SEC.
- $PEPE reached a new ATH at almost $12bn MC. $MOG too
- Coinbase listed MOODENG, MOG, GIGA, TURBO but overall memecoins have been lagging
- $ETH touched $4k and a few ETH beta coins have been showing strength : $EIGEN $ENS $LDO $SCR $PUFFER
- $HYPE launched at $3bn FDV and reached $15bn FDV in less than 2 weeks
- AI agent sector remains hot : $AI16Z $VIRTUAL $EMP
- $ENA has been outperforming => high funding rates flywheel