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Crypto Market Pulse 👀

• Positive Coinbase Premium✅
• ECB and Canada lowered interest rates🤑
• Spike in ETF inflows after a slow start of the week👌
• SEC approved Bitwise combined $BTC and $ETH ETF💪
• Michael Saylor is on a new Forbes cover🤔
• Last cycle SBF made it to the cover and we all know how it ended🤦‍♂️
• Hopefully, this time it truly is different😅
• Hong Kong SFC issues first crypto licenses of 2025👀
• Only 4 assets got approved ($BTC, $ETH, $AVAX, and $LINK)🤔
• They are all part of our structure🔥
• $INJ released the first on-chain index product that combines stocks and the largest AI tokens into one asset🚀
• Treasury announced that $241 billion will be printed on February 3rd via Treasury auction💸

https://www.treasurydirect.gov/auctions/upcoming/

🚨Rebalance Alert🚨

After closely following the conversations in Davos and assessing new insights from the past two days, we’ve decided to slightly boost our exposure to projects focusing on tokenization of real-world assets (RWA). We are increasing our $LINK and $AVAX holdings✅

Both projects are also U.S.-based, which aligns with our view that regulatory progress in the US and potential ETF approvals for lower-cap coins could further drive their appreciation.

P.S. $LINK, $AVAX, $SOL, $NEAR and $INJ  are all U.S.-based projects, meaning we currently hold over 50% of our positions in U.S.-coins👀

Crypto Market Pulse 👀

• Bitcoin ETF flow: +$248 million🤑
• Ethereum ETF flow: +70 million💸
• Trump-backed World Liberty Financial just bought more $BTC 🤔
• Blackrock bought $600,000,000 worth of $BTC 💰
• Saylor released a framework for US to get out of debt using Strategic Bitcoin Reserve👀
• SEC officially announces a Crypto Task Force led by pro-Bitcoin Commissioner Hester Peirce💪
• BlackRock CEO Larry Fink can see a world where $BTC hits $700,000😆

Furthermore, one of the big topics in Davos was the tokenization of real-world assets. Larry Fink (BlackRock CEO) is a big believer that markets are headed this way. $LINK and $AVAX are our bets for this trend and currently market leaders. The future is bright!

P.S. Here is a video of Larry Fink talking about sovereign wealth funds discussing 2-5% $BTC allocation and how this could push the price above $500k👇

https://x.com/BitcoinMagazine/status/1882096292475924955

Crypto Market Pulse 👀

• SEC Chair Gary Gensler has officially resigned👏
• Circle’s CEO suggests that Trump will soon sign an executive order easing bank ownership of digital assets🤔
• We’ve recorded one of the largest $USDC inflows to exchanges as whales gear up for the next rally🤑
• Bears are already celebrating less than 24 hours after the inauguration, claiming it was a “sell the news” event🤦‍♂️
• ETFs didn’t trade, so we haven’t seen the “Trump effect” just yet😉

Meanwhile, Trump’s company, World Liberty Finance, continues buying altcoins, and even launched its own coin—an extremely bullish signal for altcoins. This hints at impending regulatory clarity, and many don’t realize it could trigger one of the biggest altseasons we’ve ever seen.

Coingecko also introduced a U.S. coin list, anticipating outperformance in the coming months. Notably,$SOL, $AVAX, and $INJ made the list, putting us in a strong position to capitalize on this trend if it takes off. Overall, the new era of crypto is here—buckle up!🚀

5.1 Summary

The overall market outlook remains bullish, and we expect the rally to persist. In addition, we’re focusing on emerging trends that we believe will define 2025 and beyond. Our holdings have been carefully selected to capitalize on these growth areas, and each asset’s underlying thesis strengthens our confidence heading into another robust year for the strategy. Today, we want to highlight the rationale behind each of our positions.

Key Themes Driving Our Strategy:

Tokenization of Real-World Assets:

On-chain securities grew by 61% in 2024, a trend we expect to accelerate in the coming year. Projects like $LINK and $AVAX are leaders in this space and very well positioned to benefit as real-world assets increasingly find their way onto blockchain platforms. $Avax provides a platform for tokenizing these assets, while $LINK, in partnership with SWIFT, has created a settlement layer that facilitates value transfer across multiple blockchains.

AI Agents and DeFi Integration:

In case you are not familiar with the term, an agent is a software application capable of:

• Extracting information from a changing, unstructured environment,
• Reasoning about that information to achieve its objectives,
• Discovering patterns in data and learning to leverage them,
• Performing actions its creator may not have initially anticipated.

With over one million such AI agents already deployed, the potential for exponential growth is clear as more platforms simplify their deployment and management. By integrating these advanced agents into DeFi ecosystems, we unlock more sophisticated and autonomous financial services—ranging from dynamic liquidity provision to automated arbitrage strategies and adaptive yield optimization.

Out of the assets available on ICONOMI, $INJ stands out as a beneficiary of this trend. Its AI agent platform, combined with a robust DeFi ecosystem and low transaction fees, creates the ideal environment for agents to flourish. As these autonomous agents become more intelligent and agile, they can continuously adapt and improve, delivering enhanced market efficiency and unlocking new revenue streams. With these advantages, $INJ is poised to capitalize on the next wave of AI-driven DeFi innovation.