These US Based Cryptos Are Ready To Rally!

When encountered in the wild, Americans aren’t generally shy about letting you know where they’re from. They seem to be at least a foot taller than everyone else, louder and usually much richer into the bargain. They’re from The Greatest Nation on Earth™ and they don’t care who knows it.

American crypto projects though have generally been a bit more reticent about their origins. In the Age of Gensler, they were prime targets for SEC overreach and many found themselves in Gary’s crosshairs. Over the last few years, being American-made has been more of a hindrance than an advantage.

Well, Gary has packed his bags and slunk off back to MIT. The US is now ruled over by a degen DeFi founder with his own memecoin. To say the script has been flipped is something of an understatement. And, the talk now is that cryptos with American heritage could be about to enjoy a boom.

So, in today’s video, we look at the American crypto scene and unpack all the bullish developments that are taking place under the second Trump administration. We examine which cryptos fall into this category and what the future might hold for them.

You can watch that video here.

📈 Crypto Market Forecast 📈

Something big is coming. Over the last week or so, crypto projects from Aptos to Algorand are suddenly claiming that they fall into the tokenized real world asset (RWA) niche. Logically, this suggests that there could soon be big news related to RWAs. Chances are it will come from asset managers like BlackRock, as they’ve been leading the charge on asset tokenization.

In case you missed the memo, BlackRock CEO Larry Fink recently said that he wants the SEC to approve regulations around tokenizing assets. For context, former SEC chair Gary Gensler had admitted in testimony that when the regulator is asking for ‘public comment’, this means they’re speaking with BlackRock and co. This was part of the reason why the spot Bitcoin ETFs were approved.

As such, it stands to reason that the SEC will eventually cave to BlackRock’s pressure around tokenized RWAs. This begs the question of which cryptos will benefit. If you’ve been keeping up with the channel, you’ll know which crypto is at the top of the list: Ethereum. That’s simply because most RWAs, including BlackRock’s, exist on Ethereum and its layer 2s.

In fact, the recent shakeup at the Ethereum Foundation could be related to the possibility that asset managers like BlackRock want more governance (i.e. control) over Ethereum before they start tokenizing trillions of dollars of assets on its chain. It may not be a coincidence that a new Ethereum marketing firm was recently launched, and we could see leadership changes soon.

In any case, it’s clear that ETH will be the biggest beneficiary of tokenized RWAs, but it won’t just be ETH. As our Head of Research pointed out in a recent video, there is a strong correlation between ETH and altcoins. This makes sense given that most high value altcoins exist on Ethereum. The result is that most altcoins move with ETH. If ETH rises, so will most altcoins.

On the flipside, if ETH falls, so will most altcoins. Given this apparent fact, it’s possible that ETH’s underperformance explains most of the altcoin underperformance we’ve seen so far. When you consider that ETH was recently being shorted at record levels, it suggests that a short squeeze could be coming not just for ETH, but also other altcoins that have been lagging.

At the same time, it’s possible that overbought altcoins in the AI and memecoin niches could struggle. If you want to get a sense of how overbought these niches are, look at CoinGecko’s summary of the top performing narratives of 2024. AI and memes were neck and neck, with RWAs starting to rise, circumstantial evidence that it will be the next niche to be in the spotlight.

Another niche to keep a close eye on is PayFi, which we recently did a video on. Whereas cryptos with high security guarantees like Ethereum are positioning themselves for RWAs, it appears that cryptos which prioritise speed over security are positioning themselves for payments. As with RWAs, widespread stablecoin payments will require regulatory changes.

Thankfully, there’s an easy way to tell exactly which cryptos will benefit most from stablecoin payments. All you need to do is check which ones have the most stablecoins on their chain. In the case of USDC, the top 3 chains it's on are Ethereum (which likely won’t be used for payments), Solana, and Coinbase’s Base layer 2 (both of which are explicitly angling towards PayFi).

As for USDT, the top 3 chains it’s on (excluding Ethereum) are Tron, Solana, and Ton. The third crypto on this list should not be underestimated. Ton is integrated with Telegram, one of the world’s largest messaging apps, and one of the most popular messaging apps in crypto. As you may have heard, Ton recently underwent a leadership change to focus on US adoption.

It’s safe to say that it’s going to be an interesting few months for all of these cryptos…


🤖 ai16z Flippening 🤖

Can ElizaOS (previously ai16z) overtake Virtuals Protocol in valuation over the next few months?

This is a question some of the researchers here at Coin Bureau have been pondering over the past few weeks. While there’s no straightforward answer to the above, this question has become a time sensitive one to address given that we’re currently seeing a steep market correction for coins in the AI agent niche after months of up-only price action.

Regular readers of this newsletter know that most of us here at Coin Bureau are quite bullish on the AI agent narrative in crypto. If you’re like us, you might see this correction as another opportunity to make strong bets on the ultimate winners in the AI agent category.

To that end, we want to start by taking a look at how the price of tokens within the AI agent niche has held up during this recent correction. This exercise should offer us some insight into what the general market perception is of the AI agent niche.

Data from the Cookie.fun dashboard shows that the total market cap of AI agent projects peaked at $21 billion earlier this month. Since then, it has receded down to $10 billion at the time of writing. This represents a 50% drawdown for the overall niche. A look at the market cap performance of the two major sub-niches - launchpad/infrastructure tokens and tokenised agents during the same time frame shows drawdowns of 65% and 45% respectively.

This finding is interesting since it shows that the total market cap of infrastructure tokens as a whole has seen a greater correction than standalone AI agent projects. Typically, in emerging niches, infrastructure projects show greater price resilience than individual project tokens. This is why most investors rotate their investments from DeFi tokens to the network’s native token during market corrections.

One possible explanation for this deviation from traditional patterns is that most market participants still view the AI agent niche in crypto as a transitory fad rather than a transformative technology. This is likely why the market is pricing individual AI agents at a higher footing than infrastructure projects – most of the price movement is currently led by hype/attention over fundamentals.  

In our opinion, this is a flawed perception that is bound to change over the next few months. Our confidence in this thesis comes from the fact that the web2 AI industry has recently begun to show more interest in accelerating the development of AI agents. For instance, just earlier this week OpenAI announced the launch of Operator – an AI agent that completes cross-app functional tasks for its users.

Anthropic CEO Dario Amodei announced plans to release a “virtual collaborator” (AKA an AI agent). YCombinator highlighted Zep AI – a new state-of-the-art memory layer for AI agents. Nvidia CEO Jensen Huang specifically highlighted the potential of AI agents in workflow improvements, calling them a “multi-trillion-dollar opportunity” during his recent keynote speech at CES 2025. Plus, a bunch more developments!

As web2 developments around AI agents gain more mindshare among the wider public, we believe it will have a trickle-down effect on the authenticity and positive perception of web3 AI agent projects. With that said, what this means for us now at this moment is the opportunity to cash in on a potentially massive positive repricing of the niche over the next few months.

In terms of risk-reward ratios, the safest bets within the AI agent narrative are the current leaders within infrastructure projects – Virtuals Protocol and ElizaOS. This brings us back to the question posed at the very beginning of this segment. Which one is better and can ElizaOS flip Virtuals?

At a high level, both projects are equally promising and have a lineup of bullish catalysts poised to boost their mind share over the next few months. That said, despite being competitors, the approach taken by both projects is very different.

In the case of Virtuals, the project is beginning to shift from being a generalised AI agent launchpad to one more focused on launching AI agents catered to gaming. Interestingly, this is just the project returning to its original vision. If you’ve watched our recent video on Virtuals Protocol, you’ll know that the project used to be known as PathDAO before rebranding. For context, PathDAO was initially conceived as a DAO focused on making investments in gaming and metaverse projects. Long story short, after a series of events during the bear market, it rebranded to Virtuals – an infra project focused on creating AI agents that could act as autonomous NPCs in games and metaverse projects.

We see this shifting focus towards gaming as bullish for the project, since GameFi is typically the most easily understood narrative among new investors. Not to mention, GameFi was also the last niche to see a massive bull run during November 2021 - the very end of the last bull market. We suspect a similar pattern could play out this time, with the bull market coming to a close after a massive GameFi rally.  

On that note, Virtuals’ recent announcement about expanding to Solana also bodes well for the project – given the presence of liquidity on the chain will help drive more volume and price action for the token.

However, we remain sceptical about the Solana expansion having a significant impact on the adoption of Virtuals. This is for the simple fact that Virtuals’ positioning on Base and ElizaOS’ positioning on Solana (for months now) may have created a type of tribalism among chain participants – potentially creating friction in the adoption of Virtuals by Solana users.

On the other hand, while ElizaOS’ $AI16Z token has been the AI agent token of choice for Solana users, the actual adoption of the ELIZA framework has been chain-agnostic. Not to mention, the decision to keep the ElizaOS framework open source has resulted in a more community-driven culture forming around the project.

This is evidenced by the numerous commits and activities seen on Github for ElizaOS. For example, Omo Protocol recently announced it was contributing Lit Protocol and Shogun packages in the Eliza framework to accelerate the development of DeFAI agents. This decision did not require the active participation of Shaw or other figures from the ElizaOS entity.

On that note, the main reason ElizaOS’ $AI16Z underperformed relative to VIRTUAL was the former’s comparatively weak tokenomics and lack of value accrual. However, with ElizaOS soon releasing its native launchpad similar to Virtuals this gap in valuation may soon diminish. The project’s rebranding from ai16z to ElizaOS also helps it cement a more unique brand identity while removing overhanging risks concerning lawsuits accusing it of violating Andreessen Horowitz’s intellectual property.

That said, as we get closer to a real recovery for the niche, the market is going to be searching for qualitative differentiators to evaluate the fair valuation of different AI agent infra projects. According to AI agent researcher DeFi Jeff, one metric the market could use to rank these projects is the quality of AI agent frameworks offered by them. These include integration variety, customisability, and potential use cases.

In our opinion, with these previously highlighted risks now effectively removed, ElizaOS could far outpace Virtuals in terms of framework development in the months ahead. Given, of course, that the project manages to retain its passionate community. That said, a look at ElizaOS website shows the inclusion of a community highlight tab that features Elizaverse – a tab to monitor DAO token contributors and Partner NFTs – a community-made NFT collection based on the project’s mascot, Eliza. Not to mention how many of the early ElizaOS contributors have themselves created allied projects helping drive more mindshare to the ElizaOS ecosystem.

In summary, the risk-reward ratio of betting on AI16Z outpacing VIRTUAL in the future seems highly attractive. We’ll be watching how this turns out over the next few months.

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🔥 Video Pipeline 🔥

* Davos 2025: What The WEF Leaders Said!
* Sui Vs Aptos: Complete Head to Head Comparison
* Bitcoin Reserve Countries: Which Countries Next
* Kraken + Bitwise Survey: Here’s Why They are Bullish.
* 5 Crypto Scams to Avoid 2025: How To Spot & Avoid Them
 
🏆 What's New at CoinBureau.com This Week? 🏆

* Understanding Blockchain Interoperability
* Understanding Contract Trading In Crypto
* Explore The Top Crypto Arbitrage Exchanges In 2025
* Top AI Agents Projects: Transforming DeFi, Gaming & More
* Explore the Future of the Internet with Web 3.0
* Discover the Key Differences Between Soft and Hard Forks

📖 Quote of the Week 📖

There is a reason why crypto tourists can’t make generational wealth. That’s because they don’t stick around to learn the skills of the trade. Long term commitment rewards with returns.

"Education is hanging around until you’ve caught on" - Robert Frost

Team Coin Bureau

Disclosure: Authors may own cryptoassets named in this newsletter. These are unqualified opinions, and a Coin Bureau newsletter, is meant for informational purposes only. It is not meant to serve as investment advice. Please consult with your investment, tax, or legal advisor.