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Gm, Chronicle readers!

It’s fair to say we’re witnessing the start of a crypto renaissance this week as Trump’s victory sets the stage for a major market shift. Today we’re talking massive ETF inflows, a friendlier SEC outlook, and even rumors of Bitcoin joining the U.S. strategic reserves. Add to that Polymarket whales cashing in millions, Tether dropping billions across exchanges, and BTC hitting historic highs and you have yourself one wild week in crypto. Let's jump in.

🇺🇸 WHAT TRUMP’S WIN MEANS FOR CRYPTO

With Trump officially back in office, the crypto landscape is set for a seismic shift. Known for his deregulatory stance, a Trump administration could mean sweeping changes to the industry and although we don’t have a crystal ball, we do have a few predictions for the future of crypto:

1. END OF SEC AGGRESSION

The SEC’s heavy-handed approach to crypto will hopefully ease significantly. A pro-crypto SEC chair is likely on the horizon, paving the way for resolutions to the Wells Notices that have previously kept projects on edge. Additionally, lawsuits are more likely to settle out of court, potentially boosting Ethereum, DeFi projects, and broader market legitimacy.

2. BANKS READY TO SUPPORT CRYPTO

With Trump’s win, banks are anticipated to open up fully to crypto businesses. This could mean seamless banking services, no more on/off-ramp bottlenecks, and more favorable institutional custody rules. Imagine bank-branded stablecoins and wider, smoother crypto adoption as traditional financial institutions enter the space.

3. RECLASSIFICATION OF TOKENS

Trump’s administration could finally bring long-sought clarity by classifying tokens as commodities rather than securities. This change would not only ease regulatory burdens but also potentially increase token values, making compliant DeFi projects more attractive to both retail and institutional investors.

4. INNOVATION SURGE AHEAD

With fewer regulatory hurdles, expect a resurgence in crypto startups, token launches, and increased capital flow into the space. U.S.-based DeFi ecosystems, protocols, and blockchain ventures are now set to flourish with the shackles removed, fueling a golden age of crypto innovation.

5. ETFS & STRATEGIC MARKET MOVES

The likelihood of ETH staking and SOL ETFs being approved is higher than ever, with potential plans to make Bitcoin part of the U.S. strategic reserves. This would create massive momentum, as institutional capital flows into crypto, likely pushing Bitcoin and Ethereum to record highs.

6. SECOND-ORDER EFFECTS: NEW ACCESS, NEW CAUTION

As U.S. users gain access to global crypto offerings, we can expect a surge in legitimate projects, alongside, of course, a few more scams as market interest spikes. This dual effect suggests a high-risk, high-reward environment as crypto’s reach expands.

TL;DR:

Trump’s presidency could reshape crypto with regulatory relief, open banking, ETF approvals, and a U.S. innovation wave. The market is primed for unprecedented growth—and none of this is priced in yet.

📈 PRICE ACTION

BTC is moving!

Right now we’re at the top of this low timeframe range (green box) and I anticipate this will become a re-accumulation (like the previous green boxes) that pushes upwards (as suggested by the green line) - a very bullish sign indeed.

If price can successfully break out from here, I’d say we’re ready for the continuation upwards. But, I should say this could be another range shenanigans scenario where we grab liquidity above and dump down. That being said, I think looking for re-accumulations on a lower timeframe to trade them higher makes a lot of sense right now.

Here’s the story so far:

• HTF bullish market

• Trending above 50 EMA

• Consolidating around previous ATH

• Expectation is bullish

If BTC can showcase sustained strength at current and higher levels, personally, I will look to trade it. If however, we see big sells dropping on the market I will be more cautious and wait for momentum to build up again. It’s going to be an interesting week, that’s for sure. So while we wait for the true breakout, remember to trade responsibly and I’ll see y’all next time!

🤖 $DEAI SURGES TO THE 2ND LARGEST MINDSHARE DECENTRALIZED AI TOKEN

Zero1 Labs, building the first PoS DeAI ecosystem, is positioned to see exponential growth in the AI sector. Despite being at only 1/60th of TAO’s market cap, Zero1 Labs boasts superior AI infrastructure and capabilities.

Currently, running a BitTensor’s Proof-of-Work (PoW) consensus incurs prohibitive costs of $2M annually, while in contrast, Cypher’s Proof-of-Stake design encompassing Fully Hormophormic Encryption (FHE) and EVM capabilities costs only sub $10. Cypher’s AI-focused architecture makes high-performance DeAI accessible and sustainable for any developer and builder. It enables fully encrypted data processing at every stage, providing secure AI computation without compromising performance.

Kaito AI ranks Zero1 as the #2 leader in AI mindshare, surpassing major players like Near and Fetch. With this early momentum, Zero1 is strategically positioned at the start of an AI supercycle. As Grayscale introduces an ETF spotlighting AI projects like $NEAR, $RNDR, $FIL, $LPT, and $TAO, the market anticipates at least a 7x surge in AI market value, projecting it to reach over $800B by 2030. Zero1 stands ready for this growth opportunity.

Adding to this, $DEAI’s revamped tokenomics have received overwhelming community support, with votes to extend vesting periods by 12 months for Validators, Core Contributors, Foundation, and Investors, plus an additional 8 months for Advisors. This governance approval effectively locks up 82% of the proposed supply with zero extra emissions for the next 12-18 months, establishing a deflationary token economy just as the Cypher Testnet kicks off.

Check out Zero1’s Cypher Testnet Hub and start earning points!

🔍️ MARKET WATCH

PROJECT UPDATES

TOKEN UNLOCKS

This week, we saw tokens with unlocks display a mixed performance.

$ADAUSDT and $XAIUSDT initially dipped but came back hard ending with positive gains. Whereas $OPUSDT saw a sharp decline before lagging and only partially recovering by the end of this week.

SECTOR PERFORMANCE

We’ve seen new Listings steal the show with a massive 21% gain. DeFi, Solana, and Storage sectors have held strong at around 7-8%, while most others averaged at 5-6%. Infrastructure and payment tokens lagged, barely hitting 4% returns and lastly, fan tokens and monitoring tools were the weakest performers, struggling below 3%.

US ELECTIONS SPOTLIGHT

With the long-awaited election results now in, Trump has emerged victorious, bringing his positive stance on crypto policies into the spotlight.

This has sparked a significant rally across major digital assets. Bitcoin surged to a new all-time high of $77,000, while Solana reached $190. Even the Murad Memecoin Basket Index reclaimed its previous peak, reflecting renewed interest in the broader meme market.

While a brief cooling-off period might be expected, this momentum could potentially carry over in the coming weeks and months as the market digests the impact of crypto-friendly policies from the Trump government.

One interesting chart showed that Trump prediction market contracts reached new highs just as Bitcoin hit an all-time high, all coinciding with Trump’s victory.

Polymarket became a globally famous platform during the US elections, ranking in the top 5 on the Apple Store and generating billions in betting volume. The top Polymarket whale earned $20M from a Trump victory, with the five largest Trump bettors set to win a total of $81M.

After Trump's win, iShares Bitcoin ETF went nuts with $4.1B traded - bigger than Berkshire, Netflix, and Visa's daily volume. A crazy day for crypto!

ONCHAIN MOVEMENTS

Tether dropped a massive $1.8B USDT worth of deposits across different exchanges - mostly to Binance with $1.7B, plus chunks to Coinbase, OKX, and Kraken. All this right after they minted $2B on Ethereum and burned $1B on Tron yesterday, causing the Bitcoin price to spike above $75k.

🔑 KEY NEWS

MAJOR HEADLINES

• Coinbase to partner with Visa

• Canary filed for a Solana ETF while 21shares filed for an XRP ETF

• MicroStrategy announces $42B capital plan to acquire more BTC

• Franklin Templeton & UBS launches onchain tokenized treasury

• Europe’s Largest Telecom Provider to Test Bitcoin Mining

• Binance & Coinbase listing drama

• Anchorage Digital, Bullish, Galaxy Digital, Kraken, Nuvei, Paxos and Robinhood partner to introduce Global Dollar Network

PROJECT UPDATES

• Metawin casino exploited for $4M

• Immutable receives Wells notice from SEC

• Space and Time introduces SXT Chain

• Eclipse FND introduces tETH

• Zircuit L2 airdropping EIGEN holders & stakers

• Morpho Labs vote to enable transferability of $MORPHO up for voting

• Euler Finance introduces Euler Prime & rEUL

• Opensea launching a new version in December

• LFJ announces "Token Mill" to launch on Solana

INTERESTING PROJECTS

• Pond GNN: AI Model Layer for Crypto

• TopHat: AI agents generator on Solana

• Pudgy Party: Pudgy Penguins new upcoming mobile game

• Gaianet: Decentralizing AI Inferencing

That’s it for this week guys!

Everything is aligning for a cycle that has only just begun.

You are not bullish enough.

Stay focused and you might just make it.

⚔️ A CALL TO ARMS

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In our newsletter, we may discuss projects or tokens in which we hold positions. While we aim to provide informative content, our views are not financial advice. Please conduct your research and consult professionals before making investment decisions. Crypto markets are volatile, and past performance doesn't guarantee future results. Invest responsibly, and be aware of the risks. Your capital is at risk, and we do not accept liability for any losses.