20 Jan, 2025

Wartime Arc

A lot can change fast in crypto, and the current state of things presents an opportunity where the trends and narratives that have been driving the market have been discounted in light of the $TRUMP memecoin launch. As liquidity recovers and optimism likely returns, assuming Trump includes crypto in his day-one executive orders, the market may quickly rally from this strange lowpoint that most tokens have found themselves in.

Source: Kaito.ai – AI is still the leading narrative currently, though by as slim of a margin as we’ve seen in a long time.

While memes have been further vindicated, AI is still the leading sector by mindshare and AI-related names potentially have the best risk/reward here, just as they did during the last market dump. One of the more interesting tokens that is most in tune with the AI agent’s narrative is $ARC. As ai16z doubled down on typescript, Arc’s rig provides a rust-based framework for developers to create their own lightweight AI agents, already establishing itself as the second-most adopted open-source agent framework.

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