🇺🇸 UPDATE: The latest U.S. government shutdown is expected to delay the release of the January jobs report.

The Warsh rally briefly stalled, and the dollar resumed its depreciation path.

xAI Seeks Crypto Finance Expert for AI Model Development

xAI is hiring cryptocurrency finance experts, focusing on quantitative trading, on-chain analytics, and AI model training.

South Korea’s largest crypto exchange Upbit will list BIRB with KRW, BTC, and USDT trading pairs. Moonbirds (BIRB) is a crypto-native IP project built around the Moonbirds NFT ecosystem.

Key Takeaways Watch DXY + BTC, they set the risk tone. Check AI large caps for rotation signals. Track ERC-8004 + agent standards. Follow compute + payment rails for agent commerce. 7/7

Builders Keep Shipping Macro is ugly, but devs ship: ERC-8004 on Ethereum (agent identity + reputation) ChainGPT AIVM public testnet (decentralized compute) Bittensor subnets mature into “AI commodity” businesses Pieverse teases x402 commerce templates for agents

️ Agents: Winners, Weak Basket Agent tokens dominate the top gainers, but the subsector still lags on average (high beta, fast reversals). Meanwhile, “trending” AI tokens beat the sector, are traders rotating back into AI large caps first? 5/7

Standouts A few names buck the tape: CLANKER +45.2% — token-launch activity spikes on Base SENT +37.8% — major CEX access boosts liquidity FHE +25.9% — “confidential AI payments” narrative heats up TRUTH +12.7% — catalyst unclear 4/7

🤖 AI Sector Recap AI gets hit hard: -$2.7B in sector mcap since last update. That’s -14.8% WoW and -14.5% MoM, with ~80% of the top 100 AI tokens by mcap finishing red. Resilience is rare this week. 3/7