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The 'Picks and Shovels' trade has been a crypto classic; where should you chase this trade in AI x Crypto? Today's Issue ⬇️ - ☀️ Need to Know: Pectra in March
Ethereum's next big upgrade nears. - 🗣️ Analysis: AI Gold Rush Trade
Picks & shovels trade for AI x Crypto.
Sponsor: Frax — Fraxtal Ecosystem: Where DeFi Meets AI. . . . NEED TO KNOW Pectra in March - 🚀 Ethereum Pectra Upgrade Targets March Launch. Ethereum developers aim to roll out the Pectra upgrade by March 2025, with testnet hard forks on Sepolia and Holesky expected next month. The upgrade includes wallet UX enhancements, validator staking limit increases, and more.
- ⚖️ DCG Settles SEC Charges for $38M. Digital Currency Group (DCG) and former Genesis CEO Michael Moro have settled SEC allegations of misleading investors about Genesis Global Capital’s financial health. DCG will pay $38 million, while Moro will pay $500,000.
- 📈 XRP Surpasses Bitcoin Volume on Coinbase. XRP has overtaken Bitcoin (BTC) as the most-traded cryptocurrency on Coinbase, accounting for 25% of the exchange’s $6.86 billion trading volume over the past day.
📸 Daily Market Snapshot: Bitcoin climbed past $105k today, its highest price yet in 2025, putting the OG crypto 3% shy of its $108k all-time high. We've seen similar strength in memes ahead of Trump's inauguration next week, too, as Dogecoin's open interest just reached a new $5.5B record. | Prices as of 2pm ET | 24hr | 7d |  | Crypto $3.62T | ↗ 3.1% | ↗ 11.1% |  | BTC $104,859 | ↗ 5.3% | ↗ 10.5% |  | ETH $3,413 | ↗ 2.7% | ↗ 3.8% | . . . ANALYSIS AI x Crypto's 'Picks & Shovels' Trade If you’ve been tracking the AI x Crypto wave, it’s felt like living through a full economic cycle in the span of months. It started with projects like Truth Terminal (GOAT) and quickly cycled through a series of booms and busts. Each cycle packed a mini rise-and-fall narrative into weeks. To outsiders, it looks chaotic — like an onchain fish market where people are inexplicably paying premiums for "cutting-edge" tech. But this is how crypto markets always work: in the short term, they reward projects that market novelty well. Over time, though, substance wins out. So let's take a thesis-driven approach to the AI x Crypto meta and find a way to navigate it without getting lost in the noise. Let's examine how to bet on the broader trend rather than chasing which agent will succeed. In other words, bet on the "casino." The house always wins. See how to win the AI x Crypto trade👇
The Fraxtal ecosystem is expanding at lightning speed—this month’s biggest highlight is IQAI.com, the newest Agent Tokenization platform from IQ and Frax. IQ is building autonomous, intelligent, tokenized agents launching on Fraxtal in Q1. Empower on-chain agents with built-in wallets, tokenized ownership, and decentralized governance—all within a fast-growing Fraxtal ecosystem. |
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