🚀 Trump: Make Crypto #1 Again

In partnership with

63+ Cheat Sheets | Advertise | SuperAI x Crypto | Free One-Shot Guides

What. A. Day. 🤯 Trump dropped the NATO tariffs after securing a Greenland deal! $BTC ( ▲ 1.27% ) went on a wild rollercoaster: $88k ➔ $90.5k ➔ $87.3k ➔ back to $90.5k on Trump’s tariff U-turn. Over $600M liquidated, longs and shorts both smoked.

Both bulls and bears got wrecked in the chop. If you survived this leverage flush, you’re a legend!

Here’s what we got for you today:

• 👀 Why the market is bleeding

• ⭐ Trump “unfreezes” markets

• ⭐ Farcaster’s $1B bet turns the page

• 🔥 Burning hot takes for the road

Panic is everywhere. But if you think this is about $BTC ( ▲ 1.27% ) failing, you are looking at the wrong map.

There is an "invisible tsunami" sweeping through global finance right now - a mechanical forced liquidation that has nothing to do with crypto fundamentals and everything to do with a banking policy change in Japan.

Institutions aren't selling because they want to. They are selling because they have to. Curious what’s really going on? Read the macro breakdown here 👇.

🚀 TRUMP SECURES GREENLAND DEAL: TARIFFS CANCELED, $BTC PUMPS TO $90K

Put away the bunker gear, fam. The "Trade war" is officially off the table (for now). 😮‍💨

Just 24 hours after the market puked on fears of a US-EU economic conflict, President Trump announced a long-term framework with NATO regarding Greenland:

• ❌ No new 10% tariffs starting Feb 1

• ❌ No escalation to 25% by June

• ✅ U.S. gets stronger military access + rare earth exposure in Greenland

Washington got what it wanted without lighting a full EU trade war.

Crypto’s reaction: violent… but clean

• $BTC ( ▲ 1.27% ) : Bounced hard from the local bottom of $87.2k, reclaiming the $91k level in a massive green candle.

• $ETH ( ▲ 2.62% ) reclaimed the psychological $3,000 fortress. High-beta coins like SOL, ADA, and XRP bounced 2-5%.

• The S&P 500 recovered from its worst drop since October, while Gold (the ultimate fear gauge) dumped below $4,800 as investors rotated back into risk assets.

Leverage traders got absolutely smoked

If you were trading high leverage yesterday, you probably got carried out on a stretcher. The volatility flushed around $600 Million in positions over 24 hours.

First, the Longs got rekt on the drop to $87k. Then, the Shorts got squeezed on the rip to $91k. It was a perfect "PvP" environment designed to punish over-eager traders on both sides.

Well…

Let’s be real, this feels like a manufactured crisis. Trump created the problem (Tariff threat) just to solve it (Greenland deal) and claim a victory lap. The market fell for the FUD, puked the lows, and is now chasing the relief rally.

While the price action feels good, don't get euphoric yet.

• ETF Flows are ugly. We saw $1.8B in outflows recently. Institutional money is still cautious.

• This bounce is technical. We need to hold $91k to prove this wasn't just a "dead cat bounce."

The geopolitical headache is gone, but the chart damage needs time to heal.

Stop waiting on your agency. While they're perfecting decks, your competitors are shipping wins.

Traditional agencies are killing your momentum. Week-long approval chains. Strategy decks that never ship. By the time they're ready to execute, your window has passed.

Distractive doesn't work like that. We're builders who do marketing - embedded in your stack, moving at your speed, shipping live campaigns while others schedule kickoffs. No bottlenecks. No approval theater. We test fast, kill what doesn't work, and scale what does. Built for Web3 velocity because we live in it.

Need community growth that compounds? Content that converts? Campaigns that move as fast as your code drops? We're already shipping.

Book a free call to get your 2026 GTM plan ready today.

🦄 FARCASTER CHANGES HANDS: SOCIALFI’S $1B EXPERIMENT ENTERS A NEW ERA

Alright, this one hits close to home for anyone who believed “on-chain social would finally work.” Farcaster - the most legit SocialFi experiment to date - just passed the keys to Neynar.

Yep. The protocol, the app, the codebase, everything. From here on out, Neynar runs the whole stack.

1. Why did the founders step back?

After 4.5 years of “social-first”, the founder Dan Romero admitted it plainly: “It didn’t work for us.”

User growth stalled. Monetization lagged. And despite a $150M Series A at a $1B valuation, Farcaster’s reported Q4 2025 revenue was just $1.84M, down 85% YoY.

So the founders are now doubling down on what is working: 👉 wallet infrastructure.

2. Why Neynar makes sense here

This wasn’t a random buyer. Neynar has been deep in Farcaster’s plumbing for years - APIs, indexing, dev tooling. If anyone knows where the bodies are buried (and how to fix them), it’s them. Their stated vision:

• Shift Farcaster toward builder revenue

• Focus on sustainable on-chain business models

• Less “social vibes,” more economic gravity

( Honestly? Probably the right move.)

3. Bigger picture: SocialFi is… growing up?

This happened one day after Lens handed stewardship to Mask Network. And right on cue, Vitalik Buterin jumped in saying he’s going all-in on decentralized social again.

→ He claimed: Crypto social failed because we focused on "speculative coins" instead of actual "social" problems. He wants a "shared data layer" where competition happens at the client level, not the casino level.

→ Translation: SocialFi isn’t dead, but the founder-led utopia phase might be.

My take (real talk)

Farcaster didn’t fail. It just… hit reality. Social is insanely hard. Distribution is brutal. And “no token” purity doesn’t magically pay AWS bills.

If Neynar can turn Farcaster into a builder-first, revenue-aware social layer, this might actually be the reboot SocialFi needs. If not? Then yeah… SocialFi stays a narrative, not a business.

Either way, this handoff matters. And it tells us where crypto is heading next: less ideology, and more execution.

There’s a reason mobile home parks are getting so much institutional love.

They remain one of the key affordable-housing sources nationally, have limited supply and high tenant retention (10-12Y). Investors can see tremendous upside with professionally-managed MHP portfolios such as Vintage Capital’s, which targets a 15-17% IRR and makes monthly distributions. Invest directly in individual deals or via a 10+ property fund. 1031s also available.

🔥 BURNING HOT TAKES FOR THE ROAD

DeFiLlama data shows major L1/L2s earning just $6K–$48K monthly over the past 30 days - real revenue for projects everyone knows. Read more

Trump doubled down on crypto, vowing to make the U.S. the global crypto capital to outpace China. Read more

Thailand’s SEC just rolled out a new framework allowing crypto ETFs and regulated futures trading, signaling a major step toward institutional adoption. Read more

Ondo Finance launched tokenized U.S. stocks, ETFs, and gold on Solana ($SOL ( ▲ 2.25% ) ), giving users access to 200+ assets like $NVDA ( ▲ 1.1% ) and $MSFT ( ▲ 2.19% ) . Read more

🤡 SPICY MEME

💌 SHOUTOUT FROM OUR FIRESTARTER

Fast, accurate financial writeups

When accuracy matters, typing can introduce errors and slow you down. Wispr Flow captures your spoken thinking and turns it into formatted, number-ready text for reports, investor notes, and executive briefings. It cleans filler words, enforces clear lists, and keeps your voice professional. Use voice snippets for standard financial lines, recurring commentary, or compliance-ready summaries. Works on Mac, Windows, and iPhone. Try Wispr Flow for finance.

Start flowing free

We read your emails, comments, and poll replies daily

Hit reply and say Hello, we'd love to hear from you!

And if you’ve got a friend deep in crypto (or just getting started), feel free to forward this to them. They can sign up here. Cheers!

⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.