Hello Token Metrics Community,
We hope you had a chance to attend our latest Premium Webinar held on January 29, 2025. It was an eventful session packed with valuable insights and updates on the crypto market. For those who couldn’t make it, we’ve got you covered! Here’s a detailed recap of everything we discussed:
Market Update
To kick things off, our host Ian Balina provided a thorough market update. With the market still trending bearish since mid-January, the team emphasized caution. Ian explained that while it’s a risk-off environment, it doesn’t mean you should entirely avoid entering the market. The focus has shifted to blue-chip projects like Bitcoin and Solana, which have shown resilience even in a downward market.
Sector Focus: AI and Liquid Staking
We discussed how many investors are moving back to Bitcoin and away from altcoins and AI projects. Despite a strong December, the AI sector has faced a significant correction in the past few weeks. Meanwhile, liquid staking and Layer 1 projects like Solana have continued to perform well, capturing investor attention.
Deep Dive: Jupiter and Solana
Ian highlighted Blue Chip projects like Solana and Jupiter, focusing on their growth and market dominance. Solana continues to lead in meme coin trading volume, dominating the market with almost 95% share. With key partnerships and ecosystem developments, it’s positioned for substantial growth. Jupiter, which recently acquired Moonshot, was another highlight. The acquisition represents a strategic move that positions them well in the DeFi space.
AI Sector Review
The conversation shifted to the AI sector where Abdullah and Ayush provided their insights. They discussed the impacts of the new open-source AI model, Deepseek, which has massive long-term potential despite a short-term market correction. Ayush mentioned that projects like Bittensor are highly promising, especially with their focus on decentralized AI.
New Code Reviews
Ayush unveiled two new code reviews for this week: Zephyr Protocol and Solv. Zephyr Protocol offers a privacy-focused stablecoin system, while Solv is a Bitcoin staking platform. Both projects have garnered interest and hold potential for different use-case scenarios in the crypto ecosystem.
Staking and Governance on TMAI
We are thrilled to announce that staking and governance for TMAI tokens will be available soon. With the contracts currently under audit, we expect a launch in February. Stay tuned for more details on this exciting development.
Q&A Highlights
Here are some rapid-fire highlights from the Q&A session:
- Deepseek Impact: Long-term positive, short-term caution.
- AI Coins: Despite the current correction, projects like AIxbt and Ava Labs remain promising for long-term holds.
- BTC Cycle Top: Speculative, but the team leans toward the cycle extending into 2026.
- Best Wallet & Portfolio Tracker: Rabi Wallet was highly recommended for its user-friendly interface and support.
For our complete discussion, including in-depth analysis, you can refer to the attached transcript. Please reach out if you have any questions or need further clarification.
Thank you for being a part of the Token Metrics community. We look forward to seeing you in our next webinar!
Best regards,
The Token Metrics Team
