⚡️ Crypto Watchlist for the week

➡️ $ETH - ETHDenver, the biggest Ethereum-focused builder conference, starts on Feb. 18

➡️ $JUP - Jupiter's proposal to pause all token emissions goes live on Feb. 17

➡️ $BTC - Feb. 20 is the next possible date for a ruling on Trump’s tariffs

➡️ $HYPE - Many people speculate that Hyperliquid will announce a 2nd airdrop on Feb. 18. I think it's pretty unlikely though

➡️ $LIT - Lighter will soon allow using a tokenized version of its LLP vault as trading collateral

➡️ $FLUID - Fluid will launch a Lite USD vault for automated yield farming soon

➡️ $FT - Flying Tulip public sale starts on Feb. 16

➡️ $ZAMA - Zama 2026 Roadmap will be revealed on Feb. 19

➡️ Macro events - FOMC minutes will be released on Feb. 18

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⚠️ Trezor and Ledger users targeted with phishing letters

Owners of Trezor and Ledger wallets are receiving physical scam letters urging them to “verify” their accounts. The letters look official and come printed on branded paper.

The scam works through a QR code. Once scanned, users are asked to enter their seed phrase. Anyone who does that risks losing their crypto instantly.

❕ If someone asks for your seed phrase, it’s already a scam.

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🕯 X is not launching in-app trading after all

At first, many thought X was about to let users trade stocks and crypto directly from the timeline through its new Smart Cashtags feature.

That is not the case.

Head of product Nikita Bier clarified that X will not execute trades or act as a brokerage. Instead, Smart Cashtags will provide live prices, charts, and asset data inside the feed.

Any Buy or Sell action will redirect users to external brokers or exchange partners for execution.

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🤖 deBridge launches MCP for crosschain AI agents

deBridge introduced Model Context Protocol, a new standard that lets AI agents execute crosschain transactions and complex DeFi operations across EVM networks and Solana without directly holding assets.

MCP is supported by OpenClaw, Claude, Cursor and other tools. It allows agents to convert, transfer and rebalance assets between different blockchains.

AI agents moving liquidity across chains is getting more real.

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You become rich in your mind long before you become rich in your bank account.

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📊 PumpFun trader stats for last month

Stats shared on X show how traders on PumpFun performed over the past month.

➡️ ~55% of wallets broke even or made minimal profit
➡️ 42% ended in loss

➡️ Only 1.7% earned more than $500
➡️ Just 4 wallets out of ~180,000 made over $50,000

The distribution looks exactly how speculation usually does.

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SBF tweets from prison showing that his shares of Anthropic would be worth $30 Billion now.

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wtf

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What about a refund for $MELANIA Mr. President?

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📣 CFTC chair says that we are on the cusp of enacting "Crypto Market Structure Bill" into law.

If this happens, the manipulation in the crypto market could drop 70%-90%.

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📉 85% of 2025 tokens are trading below launch

85% of token launches in 2025 are trading below their listing price. Even VC-backed deals are barely breaking even, with many deep in the red.

In Q2 2022, crypto VCs raised nearly $17B in a single quarter and launched 80+ new funds. Capital was flowing into almost anything labeled “crypto.”

Now the picture is different:

➡️ VC ROI has been falling since 2022
➡️ New fund count is at a 5-year low
➡️ Last quarter fundraising was just 12% of Q2 2022 levels

Yes, VCs deployed $8.5B last quarter, up 84% QoQ. But most of that is capital raised in 2022. From 2023 to 2025, total capital deployed is roughly equal to what was raised in 2022 alone.

The old model was simple: raise a round, launch a token, sell to retail.

That model is fading.

As VC influence weakens, projects with real users and real revenue may finally have an edge. Less insider pressure. More product focus.

The easy money cycle is closing. The build cycle might be starting.

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🌈 Bitcoin is showing EXTREMELY oversold conditions on the rainbow chart

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Prioritize both

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⚠️ Moonwell loses $1.78M after AI-generated code error

DeFi protocol Moonwell suffered about $1.78M in losses after a pricing formula bug was introduced in code co-authored by Claude Opus 4.6.

The issue was in the calculation of cbETH price. Instead of reflecting roughly $2,200, the oracle briefly showed a price just above $1.

Arbitrage bots reacted immediately:

➡️ Repaid large amounts of debt for almost nothing
➡️ Accumulated cbETH at distorted prices

By the time the team detected the misconfiguration, losses had reached approximately $1.78M.

AI can write code fast.
Markets exploit bugs faster.

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Bitcoin usually bottoms close to the end of the midterm year.

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📊 Footprint charts: seeing order flow in real time

Footprint charts show the digital footprint of transactions inside each candle. Instead of just price and total volume, you see who was aggressive at each level.

They combine three core elements:

➡️ Volume - total contracts traded at each price level inside the candle

➡️ Bid/Ask - how much traded at the bid versus the ask, showing whether sellers or buyers were hitting the market

➡️ Delta - the net difference between aggressive buyers and sellers

Positive delta means more market buys.
Negative delta means more market sells.

This allows you to see absorption, imbalances, and aggressive participation directly inside the bar, not after the move.

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