Fantom was clearly a sell-the-event trade for Sonic launch, but at this point it looks oversold and at support with a decent narrative. Feels like good R:R to bid $0.70 region with hedge of Eth short

Now that prices in the agents sector have had a few days to cool off, some of the valuations in the space still strike me as incredibly cheap. According to Kaito for example, AIXBT currently has the largest social influence and mindshare recorded on all of CT, but is still

As a quick addendum here, part of what makes this interesting to me longterm is that it's as much a bet on the dev as it is on AI itself. Contrary to what most are assuming, AIXBT is running a custom system and not simply a ChatGPT wrapper. Seems like most aren't aware of this.

Ok yeah, so AGI basically confirmed for 2025. Many of these agents with jobs are going to require financial autonomy to make transactions, investments, etc- and crypto is exactly what will enable these new economies. AI x Crypto is going to be wild this year.

AI XBT's token gated terminal is apparently producing real actionable alpha, as shown in the attached screenshots. As far as I can tell, this is the only agent out there with a custom model producing legitimately valuable content. (I'm not familiar with the ticker mentioned in

Now or never round 2: Bidding Virtual with size at 3.225. I think we're extremely overextended already, and pretty close to bouncing.

Market conditions aside, it continues to amaze me that one of the most influential market moving analysts on X is now a fully autonomous AI agent.

Same sentiment here. This is the time to start making a list of quality coins that are down 35-50% that you believe will have solid narratives in 2025. Virtually everyone is waiting for one last flush before buying, so if it comes, bids may reappear faster than most expect

No surprise here at all- I named AIXBT as one of my highest conviction holdings for good reason. I think it's ridiculously cool that a bot has become smart enough to be one of the most influential accounts on X, and it's the perfect crossover of innovative tech, AI, and meme all

Virtuals trading at under $3B while its own ecosystem tokens are getting Binance listings at $500M+ valuation is one of the most obvious mispricings I’ve seen in a long time. The main cause of this was a whale who deposited and aggressively sold 0.5% of the supply right before

On a slightly different note from my usual trading content, one of my resolutions for 2025 was to engage more with high quality projects and builders in the space. I was fortunate to have a compelling discussion with Zagabond about the team's acquisition of

Anatomy of a chart. Holder distribution now far better positioned to run ATHs as the only Binance spot listed coin that has novel AI tech, influence, and meme status all in one.

Not sure how the market missed it, but this orderbook liquidity protocol I posted about a while back apparently just landed an exclusive deal to run Raydium’s entire new perp dex, and its volume has shot up to nearly half a billion dollars of volume a day since then. I looked

Gmoas.

Gm! Been touching snow for a bit since flattening the books in Jan, but wanted to pop my head in for a bit to share an interview I recorded with thiccy on the evolution of my edge in crypto since 2015.