🔎10 big things to watch this week
A compilation of crypto catalysts, airdrop strategies and alpha threads
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GM friends.
Here’s what I’ll cover today:
10 crypto events I’m watching this week
Best tools to track token unlocks
6 alpha threads
Let’s dive in👇
Crypto catalysts to watch this week
Solana ETF Approval’s deadline - The next deadline for the approval of spot Solana ETFs is Jan. 23. Regardless of what happens on this date, there’s an 80% chance that an SOL ETF will be approved in 2025 according to Polymarket
Gary Gensler’s resignation - The US SEC Chair Gary Gensler will resign on Jan. 20. The first pro-crypto SEC Chair will finally replace him
MicroStrategy shareholder meeting - The shareholders will discuss whether MicroStrategy should increase its BTC holdings on Jan. 21
Mantle’s big announcements - Mantle will reveal its 2025 roadmap and a new product on Jan. 22. mETH Protocol will also announce some big changes
AIXBT terminal’s tiered access launch - Tiered access for AIXBT AI Agent Terminal rolls out this week. This will likely significantly increase its revenue as it will enable more people to afford to get access to it
Liquity V2 launch - Liquity V2 will be launching on Jan. 23. The new iteration of the borrowing protocol will come with support for liquid staking tokens as collateral, user-set borrowing interest rates, and lower liquidation penalties
Trump's inauguration - Trump’s inauguration is scheduled for today (Jan. 20). He is expected to sign crypto-related executive orders on the first few days of his administration according to Washington Post
Zero1 Labs's AI Agent Launchpad - Zero1 Labs's AI Agent Launchpad is set to launch this week. The snapshot for the first ecosystem airdrop for DEAI stakers will also be taken on Jan. 21
Jupiter's Jupuary airdrop - Jupiter's Jupuary airdrop will be distributed this week. $800M worth of JUP will be unlocked for this airdrop
ANIME token launch - Anime, a project backed by Azuki, will release its token and distribute its airdrop on Jan. 23. HYPE stakers and Kaito Yap holders will also be eligible for the airdrop
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Best tools for tracking token unlocks🛠️
As I also mentioned in the last newsletter issue, I believe it’s crucial to research the tokenomics of any token you plan to buy.
Many new tokens perform terribly solely because of the selling pressure caused by their large token unlocks.
So today I wanted to cover the main tools I use to track token unlocks:
Tokenomist (formerly Token Unlocks)
With this one, you can:
Check the vesting schedule and upcoming unlocks of 384 tokens
Track the total crypto market emissions and other interesting unlocks data
Compare the allocations of 2 different tokens
Create a watchlist of tokens
Not all its features are free, but I find its free plan very useful.
DeFillama is one of the largest DeFi analytics platforms. But I suspect that most of its users don’t know that it also has a token unlocks dashboard.
Using DeFillama’s Unlocks dashboard, you can:
Track the upcoming unlocks of hundreds of tokens
See what tokens have the largest daily emissions
Easily check the circulating supply of any token
Overall, it’s pretty similar to Tokenomist. But the thing I love about DeFillama is that all its features are free and accessible to anyone.
Especially if you’re a long-term investor, I highly recommend checking the upcoming unlocks for the tokens you’re looking to buy.
You don’t want to invest in one with a 200% annual inflation.
These tools can help you avoid becoming exit liquidity.
6 Alpha Threads
How to structure your crypto portfolio in 2025
The battle of the next-gen chains
A reminder of why we are in crypto
Upcoming changes to Ethereum Foundation
The AI Agents landscape
The latest DeFAI Protocol updates
And that’s all for now.
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