Drunken Netflix Browsing More Decisive Than Today 🍻

Drunken Netflix Browsing More Decisive Than Today 🍻

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OVERVIEW

Drunken Netflix Browsing More Decisive Than Today 🍻

Before we dive in, here’s today’s crypto market heatmap:

Source: Santiment

And here’s a look at crypto’s total market and altcoin market cap charts:

Source: TradingView

ON-CHAIN ANALYTICS
Flip A Coin? 🪙 

On-chain analytics are like x-ray vision for crypto traders, revealing what’s really happening under the hood of a blockchain. ⛓️ 

Unlike traditional markets, where insider info and opaque balance sheets rule, on-chain data lets anyone see wallet movements, exchange flows, and whale behavior in real-time.

Santiment’s MVRV (Market Value to Realized Value) ratio one of the most powerful on-chain analysis tools. Think of it as a cheat code for spotting hidden tops and bottoms—when MVRV is too high, traders are sitting on fat profits and more likely to sell; when it’s too low, they’re underwater and less likely to dump.

What Does The MVRV Tell Us Right Now? 🤷 

Let’s take a look at the 7-Day MVRV of BTC, ETH, ADA, DOGE, and XRP and see what they tell us:

Bitcoin

BTCUSD 7-Day MVRV – Click to enlarge.

Short-term Outlook: Slightly Bearish

BTC’s -1.01% MVRV is barely negative, meaning there’s still room for more downside before reaching a historical bounce zone. Without deeper negative readings, BTC could drift lower as traders hesitate to buy in.

Ethereum

ETHUSD 7-Day MVRV – Click to enlarge.

Short-term outlook: Slightly Bearish

ETH’s -3.44% MVRV shows mild pain but isn’t deep enough to confirm a strong accumulation zone. If ETH dips further into -10% territory, that’s where better risk-reward setups historically emerge.

Cardano

ADAUSD 7-Day MVRV – Click to enlarge

Short-term outlook: Bullish

With a -8.12% MVRV, ADA is deep in negative territory, historically a reversal zone for strong bounces. It’s undervalued compared to recent price levels, meaning smart money could start accumulating soon.

Dogecoin

DOGEUSD 7-Day MVRV – Click to enlarge

Short-term outlook: Neutral

DOGE’s +1.94% MVRV means short-term holders still have profits, which increases sell pressure instead of reducing it. Until MVRV turns negative, DOGE is more likely to dip than rally. However, it’s hardly near any historical overbought/fat profit zones, so DOGE could be leading any charge higher.

XRP

XRPUSD 7-Day MVRV – Click to enlarge.

Short-term outlook: Bullish

XRP’s -6.42% MVRV shows sufficient losses among holders, a setup that often precedes recoveries. The deeper the negative MVRV, the less incentive to sell, making it a potential bounce candidate.

MEMECOINS
Enron? More Like Scamrun 💀 

No lessons have been learned. 🔇 

You might recall Enron, once crowned “America’s Most Innovative Company” by Forbes, filing for bankruptcy in 2001. It got scooped up by Connor Gaydos, the doo behind the “Birds Aren’t Real” movement. And here we are.

Gaydos unleashed his latest creation with a cringe promo video. He promises big plans for Enron, and $ENRON will apparently be the rocket fuel powering that journey.

I shit you not, this thing poofed out of nowhere with a $500 million valuation, rocketed to $900 million, then promptly fell off of the punch-me-in-face-tree and hit every branch on the way down to $250 million.

That’s a lot of market confidence right there. 💪 

I love you all too much to link to this scam of scammy scam scams

Tokenomics? Predatory might be the kindest description.

Twenty percent for “investors” who had a behind-the-scenes ticket, vested for just seven days with a 180-day linear unlock. Another 40% goes to the Enron Treasury and Team. They’re on a six-month lock, which is basically an eternity for a shitcoin.

Timeline Of WTF Happened Today 🫳 

This is par for the course.

One of America’s most infamous corporate flameouts revived as an inside-joke-turned-shitcoin with a name that aged like milk. 🥛 

SPONSORED
The Original Pepe Memecoin, but so much more…

Next to dogecoin and Shiba Inu, there was $PepeCoin in 2016, cementing itself as one of the earliest memecoins in existence.

PepeCoin has much to offer and with even more to come, it is re-envisioning what it means to be “just a meme-coin”. While memes are good value drivers and do maintain culturally relevancy, many tokens which solely rely on this trait alone.

PepeCoin, a cryptocurrency ecosystem that’s equal parts meme-fueled madness and cutting-edge, disruptive tech.

The mission of $PepeCoin as stated by the founder – “Pepecoin becomes the king of meme coins, garnering widespread recognition in the cryptocurrency sphere for its unwavering authenticity, exceptional quality, genuine utility, and dynamic ecosystem. It is designed to set a benchmark as the epitome of what a meme coin should be. A fun, rewarding, utility-rich community focused project, woven together with on brand, easy to use blockchain technologies.”

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here. 

NEWS IN THREE SENTENCES
Crypto News 📰

🚀 Trump’s Crypto Czar Declares ‘Golden Age’ for Digital Assets

David Sacks, now steering Trump’s digital assets working group, says crypto is a “week-one priority” and wants to keep innovation on U.S. soil. Surrounded by top lawmakers, he threw his support behind a new Senate stablecoin bill and broader crypto regulation. CoinDesk.

🏦 Ondo Nexus: Instant Liquidity For Tokenized Treasuries

Ondo is letting partner-issued yieldcoins (tokenized Treasuries) tap its instant mint/redeem feature, called OUSG, and backing them with heavyweights like BlackRock, Franklin Templeton, and WisdomTree. That means holders can swap between stablecoins and T-bills, no fuss, 24/7. Ondo blog.

🚀 Crypto.com’s Cronos ETF And New Stablecoin In 2025

The exchange will first roll out stock trading and new banking services, then push out its very own stablecoin in Q3 before tackling an official Cronos ETF filing in Q4. Having just secured a MiCA license, Crypto.com plans to leverage Europe’s regulatory clarity to expand its offerings worldwide. Crypto.com presser.

🏦 Coinbase Pushes for Straightforward Crypto Banking Rules

Coinbase wants federal regulators to let banks offer custody and execution services for digital assets, either directly or via trustworthy third-party providers. They say regulators have kept banks and crypto in limbo with murky guidelines that sidestep proper notice-and-comment rulemaking. Three law firms back Coinbase’s claim that the current roadblocks are illegal, raising the pressure for transparent and lasting policy. Coinbase presser.

🌐 Centrifuge + Plume Team Up For RWA Innovation

Plume’s Nest protocol taps Centrifuge to power institutional-grade treasuries onchain, letting DeFi degens access assets backed by real-world vaults. Anemoy’s regulated Liquid Treasury Fund slides into these vaults, marrying AAA-rated TradFi rigor with open DeFi rails. Centrifuge blog.

🤖 AI-Powered Credit Scoring In DeFi

AI’s next target is revolutionizing credit scores by combining on-chain data with advanced machine learning. Teller Finance is already doing time-based loans, ignoring walled-garden credit bureaus and letting borrowers build trust on Ethereum. Future AI solutions add privacy-preserving KYC and cross-chain connectivity so your creditworthiness can travel anywhere without doxxing your entire net worth. Kava blog.

MEMECOINS
Enron? More Like Scamrun 💀 

No lessons have been learned. 🔇 

You might recall Enron, once crowned “America’s Most Innovative Company” by Forbes, filing for bankruptcy in 2001. It got scooped up by Connor Gaydos, the dude behind the “Birds Aren’t Real” movement. And here we are.

Source: X

I shit you not, this thing poofed out of nowhere with a $500 million valuation, rocketed to $900 million, then promptly fell off of the punch-me-in-face-tree and hit every branch on the way down to $250 million.

That’s a lot of market confidence right there. 💪 

I love you all too much to link to this scam of scammy scam scams

Tokenomics? Predatory might be the kindest description.

Twenty percent for “investors” who had a behind-the-scenes ticket, vested for just seven days with a 180-day linear unlock. Another 40% goes to the Enron Treasury and Team. They’re on a six-month lock, which is basically an eternity for a shitcoin.

This is par for the course.

One of America’s most infamous corporate flameouts revived as an inside-joke-turned-shitcoin with a name that aged like milk. 🥛 

NEWS IN THREE SENTENCES
Metaverse, NFT, & Gaming News 🎮️

🎤 World’s First Web3 Rap Battle Lands With Gala Music

On February 8th, JP Cali Smoov hosts “Any Last Words?” in LA, blending high-octane battle rap with blockchain-based rewards. Free tickets for Gala Music fans, plus limited-edition drops in a $4.99 Battle Box that might snag you exclusive tracks or $MUSIC tokens. Gala blog.

🌍 World ID Passport Credential Pilot Live

World is letting users attach NFC-enabled passports to their World ID for next-level anonymity and easier WLD token claims. Instead of forcing folks to find an Orb, they can just prove their legit passport, remain pseudonymous, and score more tokens if they’re eligible. Worldcoin blog.

NEWS IN THREE SENTENCES
DeFi, DEX, and Lending Protocol News 🏦

Synthetix Doubles Infinex Rewards For sUSD Deposits

They’re throwing 10,000 SNX and 10,000 OP at depositors each week, turning your sUSD stash into a sweet yield farm. Last week’s 25% APR wasn’t enough, so now they’re juicing it higher to draw more liquidity. Toss in a weekly Patron NFT giveaway, and you’ve got plenty of reasons to park your sUSD at Infinex. Synthetix blog.

🔀 SushiXSwap Now Covers 25 Chains

Sushi’s cross-chain solution expanded from 15 to 25 networks, with a slick new UI that picks the fastest route or biggest bang for your buck. They’ve integrated LiFi for better bridging, letting users pick speed over cost, or vice versa. If you crave one interface for all your bridging, swapping, and chain-hopping needs, SushiXSwap just made your life simpler. Sushiswap blog.

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Author Disclosure: The author of this newsletter holds positions in ADA, LTC, IMX, WMT, COPI, MIN, AGIX, ALGO, DOGE, ZEC, AVAX, XLM, XTZ, and NEAR. 📋





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