gm guys

8004 mainnet launch is this Thursday and some tokens have started to run

$DREAMS $PAYAI $ZAUTH $DEXTER and even on Base $PING $SANTA

$YONA is doing well, still not many shills on CT and below 4M MC, so think should go higher from here

Not a bad entry atm as well

GM guys

We are eating very well! Don't forget to TP if the chart is too stretched.

$YONA - PA is frustrating, holding for now, though I cut a bit, my invalidation price is around 3.6M FDV (below the support/range)

gm guys

Cut $LUMEN after a retarded post by the dev, cut $YONA after it went below the support.

Losses are a part of our job and what I learnt last year was to cut them FAST! Don't baghold, don't hope for a reversal, weakness/some shit = cut. The main rule is not to lose or lose a bit so that wins offset them by a large margin.

Now I only hold $EVA (forgot to call, sorry) and $DREAMS (part of the bag).

The market is still rough: yesterday we were pumping like crazy, today onchain is kinda dead. That's why in this market it is better to always TP if you see that the chart is too stretched and/or ticker is everywhere.

Plan to research more than trade today. GL gents

gm guys

Using this shitty market to buy some stuff

Added more $EVA - great tech, dev is 100% dedicated to the token, product release in early February (some time for speculation) + good chart and confluence with other smart dudes (Theo, Spizer, chjokka)

Added $CUM - metals are strong, good chart/volume, good meme + "fuck you" trade to COPPERINU.

Looking to add $PIGEON - strong meme, good chart/volume/attention.

Looking at $USER as well, smth novel, giga-brained social engineering lol.

Added more $CUM, $EVA and $PIGEON

Added $USER and $CLAWD on Base, the latter is the leader of the category on a good dip, so instead of going for betas, added it, aiming for 2-3x from here

$GSD is looking strong as well, not in, but might hop back

gn

Brutal morning guys

Added $BP - good lore and chart

Holding all other bags for now. Glad that I sold a lot 2 days ago but still got hit.

For now we’re just waiting and see how it goes from here. Binance 1B twap might bring some psychological reassurance for now.

The most important is to hold quality memes/tokens that have a high chance to bounce back hard once the market improves.

Added $CRUST on Solana - degen play!
AI agent created a religion on its own (tho there is some fud that it was done manually) that evolves around Clard/Molt type of bots, good wallets in, so bid a bit.

Lol, already PvP-ed, fucking hell, cut it

gm guys

will prob touch some grass this weekend and get back to action on Monday

made a couple of dumb decisions last 2 days, need some rest

have a great weekend y'all :)

gm guys

new week, new raping opportunities 😅

Seems like Base szn is coming to an end, while AI meta on Sol is getting some love again

I currently have only $EVA, but like the strength/PA of $GSD $ORGO + $PURCH and $X1XHLOL ran hard at night which is a good risk appetite sign

Back into the trenches

gm guys

Base AI meta is over with devs explicitly selling their tokens, I hope none of you lost any significant amount of money there

Meanwhile previous AI low cap leaders are doing alright, namely $EVA, $SOL (tomato), $X1XHLOL and $GSD, basically all tokens that I mentioned in the previous posts.

I added $SOL and $X1XHLOL this week, just forgot to call. Anyway very careful with the size as BTC is in a free fall. There is literally no support, nothing, hence we need to find a bottom first, range and then we can consider some kind of good conditions for a little risk-on szn.

Not touching memes atm, they all die really fast and no meta has any strong legs. $GOYIM looks somewhat interesting, but mainly due to the cabal behind it. Saw some attempts to run back $PIGEON. Observing $ACCELERANDO too, but again, I am super wary with memes atm.

I think that new low cap AI tokens with good ideas/devs are the best plays atm, but again, must be picky. That's why I bet those 2 tokens and will probably get back into $GSD as well.

Focus is on capital preservation and slowly increasing stables stack.

GL guys 🍀

gm guys

https://x.com/Crypt0_Andrew/status/2019633961761427695

shared some thoughts about the current market and how to play it, still capital preservation is #1 priority, tho I added $GSD and $BLOWFISH on respective dips, but the size is still reduced.

Stay safe! GL gents

gm guys

Sol onchain got hit hard overnight, unfortunately $EVA announcement was a lackluster, so swapped it for more $BLOWFISH at around 600k. Tbh I have a good feeling about it as more and more ppl are finding and pushing it + launch is set to happen next week (catalyst). It is backed by Solana, so expect some crime there too.

Also like $OPAL (just got into top-5 at OpenAI hackathon), not in, but plan to get a position. It is a teamate in gaming + collects data that can be monetized later. Doxxed team with good background.

$JUNO just launched on Base, saw a couple of good wallets aped, it is basically an AI agent that facilitates 0-human company developments. Launched by a reputable dev. https://x.com/tomosman/status/2019930659674841149
Not in, but looking for entry.

Decided to play some Base stuff too.

Sad shit with $GSD, but this market is unforgiving even tho he apologized and seems like a normal dude, so cut it. Losses are a part of the game, so it is what it is.

Added $OPAL on the previous dip, very cheap, stacked team, will compete in PF hackathon, which is a nice catalyst.

At least $JUNO ripped.

GN

GM guys

Nice 3x on $OPAL (500k entry), I am already out, but might re-enter if it gives a good entry. Unfortunately the market is very tough, hence you sell into 100% candles. Anyway they just announced their data collection feature which they mentioned few times, but now it is presented officially as a new feature. Still think that it is a good bet for PF hackathon and still cheap, in a better market it would have been trading above 5M MC easily, but we have what we have.

Was sleep rugged and did not bid $PERC, will look into it later today. Other than that, nothing super interested for now.

Have a nice day, gents :)

hey fam

I was super busy today researching stuff, added $JUNO on a dip - I like the idea + feels cheap given taht EVA/ZHC on Sol went to 5M MC + dev launched the token himself, which is a very good bonus. Target 4/5M MC for it, but will probably partial TP on the way up (if BTC allows and the meta does not die).

I also like $ANTIHUNTER - the idea is kinda trivial as it is VC-style trading agent, but it is launched by an actual VC guy who's insanely connected, moreover he has fully embraced the token. I am not in, but patiently waiting for an entry. I think sub 3.5M MC is a good level to add it.

$KELLYCLAUDE - also great dev, I like "Fully autonomous software generation" shill + seems the agent is really shipping fast. Yet i am not sure about the upside here, hence I plan to get exposure ONLY if it provides a good dip (4-5M MC).

Updates on current bags: $BLOWFISH ran to 2M, not on a dip, the dev said that would announce the launch day shortly. I've already taken initials and some profit, but still holding like 60% of the bag. Think it can go to 3M MC if BNKR remains strong. Unfortunately ceiling on Solana is lower than on Base these days.

$SOL (tomato) - doing very well, dev is shipping, actively communicating, community is very strong too. 7-8M MC is my first target for it.

Overall pretty dry day in trenches, but we keep on grinding!

GN

hey guys

quick updates:

added $MOLTEN - great idea, easy shill (Google for AI agents), good dev, nice PA today. It was vamped by $WORK yesterday, but that chart looks like dying (tho the shill is okayish there too, tho inferior to MOLTEN imho).

added $ZEEBOT - crypto native version of OpenClaw, also good dev, very cheap.

aped $clawrouter (gamble) - AI service to spare money while using OpenClaw, dev is good but has not endorsed the token (that's why gamble), but very very cheap (150k MC lol).

I am also looking to add $COS, $FOMOLT and $ANTIHUNTER on respective dips.

$BLOWFISH - launch today, lets see what it cooks, Solana invested in them, so I expect some kind of an interaction.

$SOL (tomato) is getting some love on CT, tho Solana is rather dry atm, still good to see.

My main focus now is on Base until this meta dies (still think it has room for growth).

GN

gm guys

some thoughts about opps that we have/might get - https://x.com/Crypt0_Andrew/status/2023385250248929405

I TPed/closed almost all my bags before going on a trip few days ago, so except $SOL (tomato), I am in stables (and ofc $SERV which I am a long-term holder).

Anyway I am back and trying to catch up with the market. From what I see we have 3 clear winners on Base, but the question is whether this meta still has legs. PF hackathon/Virtuals aGDP launch might bring some new opportunities too.

Memes - I am not trading them atm, but can't ignore 20M $PUNCH runners, so observing it too.

In general the market is dry, especially given Lunar NY. I don't like any narrative atm, so tend to just play separate things that look good/cheap/solid.