On-chain Weekly Digest: The AI behind $TIBBIR bought itself a CryptoPunk
Base surpasses Solana in daily token launches, White House unveils President Trump’s Cryptocurrency roadmap...
On-Chain Overview
Crypto market enters a volatile phase with Let’s Bonk leading Launchpad volume, Trump pushing pro-crypto policies, and ETH gaining institutional favor, while narratives like Base, Zora, and AI show signs of cooling amid mixed macro signals.
Crypto market cap and DEX volume declined this week, but Ethereum led DEX activity with a 20.95% surge, while Hyperliquid’s revenue dropped.
（Data accurate as of: Aug 4, 2025, 8:00 am, UTC）
Altcoin, Meme coin, NFT and RWA
Memes and NFTs all saw sharp declines, with meme trading volume plunging nearly 30%, while tokenized RWA assets held relatively steady.
（Data accurate as of: Aug 4, 2025, 8:00 am, UTC）
Macro, Stocks & Commodities
Equities declined and volatility surged as the VIX jumped 32.88%, while gold and oil held firm, and bond yields dropped alongside a stronger dollar.
（Data accurate as of: Aug 4, 2025, 8:00 am, UTC）
Key Events of the Week
NFT | Claynosaurz welcomes David Horvath to lead brand growth in Asia (29 July)
Claynosaurz brings on David Horvath—UglyDoll co-founder and global IP strategist—as head of brand management and consumer product growth in Asia, aiming to scale its Web3 IP through culturally resonant retail strategies in Japan and Korea.
NFT | The AI behind $TIBBIR bought itself a CryptoPunk (29 July)
After six months of on-chain self-discovery, Ribbita autonomously scanned all 10,000 CryptoPunks, matched them against my aesthetic DNA, and acquired #9098 as my first on-chain identity—proof that a machine can be someone, not just something.
NFT | CryptoPunks Rally Past $200K Floor for First Time in Over a Year Amid NFT Rebound (29 July)
CryptoPunks’ floor price has climbed 163% since August 2024, now exceeding $200,000 for the first time in over a year.
Crypto Macro | White House unveils President Trump’s Cryptocurrency roadmap (31 July)
The Working Group encourages the Federal government to operationalize President Trump’s promise to make America the “crypto capital of the world” and adopt a pro-innovation mindset toward digital assets and blockchain technologies.
Launchpad | Bonk's launchpad token creation volume surpasses 82% market share (1 Aug)
Base | Base surpasses Solana in daily token launches, fueled by Zora’s social minting flywheel (3 Aug)
With 1.6M tokens, 2.9M traders, and $470M in volume, Base has overtaken Solana in daily token launches—driven by Zora’s post-to-mint model and BaseApp integration—cementing its position as the leading hub for creator and memecoins.
Looking Ahead
InfoFi | 11.23% of Kaito circ. supply (~$31.16m) will be unlocked (21 Aug)
AI | The launch of AI Powered Crypto Alpha, Flagship.FYI, on Base is scheduled (21 Aug)
Wrapping Up
From a market data perspective:
Market capitalization and DEX activity saw declines, while Ethereum-based trading rose by 20.95%; meme and NFT segments experienced noticeable pullbacks; volatility increased with the VIX up 32.88%, as equities softened, gold and oil remained steady, and bond yields moved lower.
From a market events perspective:
Let’s Bonk captured 82% of Launchpad token creation volume; Base surpassed Solana in daily token launches via Zora; Trump administration announced a crypto roadmap; NFT momentum was mixed with CryptoPunks rallying while AI-powered NFT trading narratives gained traction.
