Digital Wealth Alpha Of The Week #05

Curated Alpha You Need To Know To Have An Edge In Digital Assets

This week’s alpha TLDR:

  • DeepSeek Shakes Markets and Investors

  • $jellyjelly Launch Redefines Company Fundraising

  • Is Hyperliquid Headed to $100?

Last week was dominated by Trump’s bold announcements, positioning the U.S. as the epicenter of an "American AI and Crypto Empire." From Davos recognizing Bitcoin as a global asset to the surge of Trump-themed memecoins, the spotlight was on political influence in the crypto space. While these events fueled market volatility, this week has shifted to significant developments in AI and DeFI.

  1. DeepSeek Shakes Markets and Investors

    Following DeepSeek's announcement, NVIDIA's stock saw a sharp decline, dropping by approximately 12.5% in early trading on January 27, 2025. This was part of a broader sell-off in the AI sector, affecting other companies like ASML as well234. The stock market's reaction reflects investor anxiety over whether NVIDIA's premium pricing for chips will remain justified in light of DeepSeek's cost-effective solutions.

Regardless of the momentary turmoil, this fuels ecosystem growth, driving hardware advancements, specialized applications, and new monetization opportunities igniting the DeFAI era, by accelerating the development of intelligent agents that optimize financial flows and facilitate advanced strategies in crypto markets at lower costs in real time.

  1. $jellyjelly Launch Redefines Company Fundraising

Venmo co-founder Iqram Magdon-Ismail has introduced a new social application called Jelly and launching its utility token $jellyjelly on Solana. The Jelly app allows users to record and share video conversations, integrating unique features such as AI-driven automatic captioning and titling. Access to the app is facilitated through the $jellyjelly token, which experienced a remarkable surge, reaching a market capitalization of $200 million within two hours of its launch and a trading volume of $450 million before collapsing more than 80%.

This initiative comes as an expected anticipation of what’s to come, a shift from traditional initial public offerings (IPOs) toward cryptocurrency-based funding mechanisms. By leveraging blockchain technology and tokenomics, entrepreneurs can rapidly raise capital and foster community engagement without the conventional constraints associated with IPOs. The swift ascent of $jellyjelly highlights the potential for crypto to serve as viable alternatives for fast, efficient project financing and user acquisition in the evolving digital assets economy.

  1. Hyperliquid Headed to $100? Rising Demand and Social Buzz Fuel Rally

$HYPE has surged over 14% this week, outperforming Ethereum in daily fees and revenue, reaching a market cap of $9.18 billion. The rally was driven by $1 billion in staked assets, buyback efforts, and increased liquidity. Despite recent market declines, Hyperliquid maintained a strong Total Value Locked (TVL) of $1.72 billion, signaling investor confidence.

Rising social engagement, particularly on X, has further fueled momentum, with analysts predicting a potential move toward $100. Technical indicators, including bullish price action and increasing Open Interest, suggest continued upward momentum.

Meme of the week

Follow this space to receive the latest Digital Assets intelligence updates as this trends accelerate.

-DWI

Disclaimer: This content is for information and education purposes only and it is not intended to serve as investment, financial, tax or legal advice. Do your own research before investing.