Market Vybe Issue #1
Welcome to the Market Vybe newsletter, where we bring you the alpha of the week and cover the most important developments on Solana. Make sure you subscribe to stay ahead of the curve.
In the world of cryptocurrency, there’s rarely a dull moment…
And yet this past weekend took things to a new level. At 6pm on Friday night, Donald Trump sent shockwaves through the crypto community by launching his very own memecoin: “$TRUMP”.
As soon as the token launched, rumours swirled that the president had been HACKED.
Investors and observers alike spent hours trying to determine if Trump really just launched a memecoin. Meanwhile, unprecedented levels of capital poured in, driven by intense FOMO that effectively siphoned liquidity from the broader crypto market.
Overnight, the $TRUMP token surged to a staggering $15 billion market cap making it the 12th largest cryptocurrency in the world.
More TRUMP metrics here: AlphaVybe
But that was only the beginning..
Just when traders thought they’d seen it all, the Trump team had a second surprise: Enter $MELANIA Token
The original Trump coin immediately nuked 50% (conveniently only hours after binance had enabled perp trading).
Many investors viewed this launch as a soft rug-pull on TRUMP, while others rushed to free up liquidity to “ape” into $MELANIA, as fast as they could. The massive increase in trading volume caused the Solana network to experience congestion, as users had to increase priority fees to ensure transactions didn’t fail.
More MELANIA metrics here: AlphaVybe
Sentiment around the $TRUMP and $MELANIA tokens quickly grew polarized. While some championed the presidential memecoins as a bold new frontier, others voiced skepticism.
Does this validate Hawk Tuah Girl and the hundreds of other celebrity grift coins that inevitably trended to 0?
Are these memecoins going to jeopardize the chances of a bitcoin strategic reserve?
These questions are still up for debate.
However, amid the chaos, there was a silver lining:
According to the MoonPay app, 400,000+ new crypto traders signed up to buy the $TRUMP token on Solana. Making this, quite possibly, one of the greatest Solana onboarding events in history. Historically, memecoins had served as a gateway for newcomers to learn about decentralized finance (DeFi) and the broader crypto ecosystem.
As a result of these memecoin launches. Solana hit a new all time high of $280, and also set new records for both trading volume and Total Value Locked (TVL).
Alpha of the Week
What is DeFAI?
DeFAI stands for “Decentralized Finance + AI” and is the next evolution of AI agents in the web3 space. It is quickly gaining mindshare on X as investors look to capitalize on the next trends in the AI economy.
The goal of DeFAI is to build an abstraction layer between complex DeFi operations and new crypto users. Even experienced users can sometimes fall victim to scams, phishing links, or missteps like buying the wrong contract.
By delegating tasks—buying, selling, bridging, staking, or yield-farming—to an AI “agent,” DeFAI can help reduce human error and save time. This agentic revolution could onboard thousands of new users to crypto protocols by simplifying the experience.
Here are five projects leading the DeFAI charge on Solana:
1) Griffain (GRIFFAIN) – Valued at $497M
Origins: Recent Solana Hackathon winners who built a “Google for crypto” terminal.
Features: Users can ask questions, transact, create memecoins, and execute limit-order trades.
Wallet Tracking: Offers tools to track high-performing (“alpha”) wallets for real-time whale watching.
More GRIFFAIN metrics here: AlphaVybe
2) HeyAnonAI (ANON) – Valued at $65M
Founder Background: Created by Daniel, who previously spearheaded Magic Internet Money (MIM) and Time Wonderland (TIME). Both reached multi-billion-dollar valuations.
AI Agent for DeFi: Provides strict tooling and acts as a powerful abstraction layer for DeFi.
Open Beta Functionalities: Swapping, limit orders, staking, yield optimization, and centralized exchange (CEX) API integration.
More ANON metrics here: AlphaVybe
3) OrbitCryptoAI (GRIFT) – Valued at $44M
Cross-Chain Compatibility: Connects with over 100 blockchains and thousands of DeFi protocols.
AI Optimization: Ensures maximum efficiency and speed for cross-chain transactions.
Orbit Agents: Currently offer swapping, with additional features in development.
More GRIFT metrics here: AlphaVybe
4) Swarmnode (SNAI) – Valued at $36M
AI Agent Platform: A dedicated environment for creating, launching, and chaining AI agents in the cloud.
AWS Lambda for AI: Streamlines the process of building and deploying AI-driven solutions, specifically tailored for DeFi tasks.
More SNAI metrics here: AlphaVybe
5) AskTheHive (BUZZ) – Valued at $72M
Unified AI Terminal: Integrates OpenAI, Anthropic, Google Gemini, and XAI under one interface.
Trading and Yield Search: Features direct trading and yield-finding tools for multiple liquid staking tokens.
Social Data: Scrapes Twitter and other social platforms to inform real-time trading strategies.
More BUZZ metrics here: AlphaVybe
Want to join our closed beta to test out the latest feature on AlphaVybe ?
Join the Vybe Telegram group, and post the word “BETA” and we’ll add you to the list! We’ll be rolling out the AI wallet analyzer to our beta testers first!
Please note that we will ask you to provide feedback after the beta testing phase.
