Market Updates:

Onchain has been a bit dry lately, so I haven’t been sharing anything. Even the good projects are struggling right now, TBH. Instead, I’ve been touching the grass, readjusting my strategy, and resizing my positions.

Bros, we killed it in the last few weeks! $LUM is still up 25x for us after touching 85x, and $PIPPIN is still up 3x! Remember, we don’t always have to trade or rage trade. Sometimes, it’s better to keep watching the market and only make conviction bets instead of randomly falling into rugs. Based on on-chain data, people are losing with new launches across multiple groups.

The overall mindshare of AI and memes still looks good, and both have been trending upward over the last few weeks. We can continue to focus on them as they consolidate and prepare to move up for the next leg.

The public sale meta seems to be brewing well, so maybe you should look into the good ones.

There have been some good launches on Fjord lately, which did 3-5x:
https://app.fjordfoundry.com/token-sales

https://x.com/Prateek0x_/status/1866218822447005965

$SAMI1 chadding back up slowly as on-chain and AI agents get hot again.

Added some more here to average out. The team is big VC-backed including Animoca brands and DCG group and still very active on both of their projects—Sami and Matrix one.

They did a Twitter space two days back with the Project89 founder and a few other AI projects
https://x.com/OnlyOneSami/status/1866531376482459971

https://dexscreener.com/solana/b2myduq9eqve325vve2441dozf6y1b4znarv65fbtuu8

Taking a punt on $WOOD at $300k, Its launched by Klima Dao founder.

The concept for the token is simple: the requestor share of the fees will be used to fight climate change by retiring carbon onchain via KlimaDAO.
100% of the WOOD from fees will go to KlimaDAO.
90% of the WETH from fees will go to retire carbon onchain.
https://warpcast.com/chazschmidt/0x7fac7cac

Klima dao is a project from the last cycle which went over $1Billion.
https://www.coingecko.com/en/coins/klima-dao

https://dexscreener.com/base/0x16e1846aafd6ecf91de676e7b6fc23f09a83f258

Join here: https://t.me/MusingMind

Shared $GRIFFIAN in a group at $500k, it's up 750x in a month. I am up a lot but couldn’t share here.

I dint share here because there was some fud. But in a bull we market we all can crank up our risk appetite since the rewards are asymmetric. Going to be sharing more plays actively.

That being said early plays can be risky so DYOR and ape.

$INTERN at 5M, it's virtuals but on Injective where anyone can launch their AI agents.

You need to connect your Solana wallet to their Dapp and then deposit USDC on Solana.
https://beta.echos.fun/token/0x7cd386bd75f2a5d7706c39da56bc5d52544b5617

Officially endorsed by Injective chain
https://x.com/injective/status/1867594459355263362

$INTERN is their first AI agent which is similar to Luna on virtuals
https://x.com/echosdotfun/status/1867586891744153618

Gm gm. What are you apes buying? Pls Shill me your conviction bags which are at good dip rn.

Have been mostly staying away from sizing into new launches as they haven’t been doing so well. Expecting on-chain to get hotter again after the Holiday season.

Also been adding some $PENGU on dips. 65% of claims are done, expecting a good bounce after consolidation.

Fantom's $FTM has rebranded to the new chain Sonic $S

Will be actively looking for new launches, as Andre is set to launch some projects there.

FTM to S Bridge: https://my.soniclabs.com/upgrade

Charts: https://dexscreener.com/sonic

Swap: https://dyorswap.finance/swap

Bot: https://t.me/blazing_trading_bot

https://x.com/Prateek0x_/status/1869393610837524531

If you ever held EIGEN, SCROLL, ZK, MATIC, STRK, or MINA, you might be eligible for the Aligned airdrop.

15 hours left to accept the claim.

https://genesis.alignedfoundation.org/terms-conditions

https://x.com/prateek0x_/status/1870756268987879787

$YUI at 1M

Looks like an AI agent infra project. Digging a bit more deep into it. But looks good.

https://x.com/yuionsolana/status/1870919975009194092

https://dexscreener.com/solana/ee32sbbha6sbne4jmljwn81shb6ledm5r24eqrrao1fj

Merry Christmas everyone. Enjoy with your friends and family. We gonna kill it together next year. LFG!!

Virtuals and Bittensor were the key highlights of AI x Crypto in 2024. I just wanted to highlight what the game-changer will be in 2025.

Nillion is the most significant AI x privacy infrastructure play I'm excited about for 2025! 🚀

Nillion's mainnet launches in February 2025 after three long years of building! It's already transforming privacy management by orchestrating protocols like ZKP, MPC, and FHE into a unified privacy symphony.

Nillion has onboarded 460,000 verifiers so far. It processed 3.6 million encrypted requests via the AI Lingo app.

Nillion's Blind Computation technology is pioneering new applications across Web2 services, proving its wide-reaching impact.

TLDR: Don't fade Nillion.
https://x.com/prateek0x_/status/1873546588557300063

https://x.com/nillionnetwork/status/1870106884637601978

Exited APC for a loss and deleted the post so others doesnt ape. It looked a bit sus. someone shared this in comments and i found similar pump fun launch history couple of weeks back. Github looked good, so i shared earlier but better to be cautious https://x.com/0xWolfff/status/1874146786660774281/photo/2

Happy New Year chads🎉

2024 has been the greatest year for crypto as BTC reached $100k and most of us reached our portfolio ATHs.

Musing Bros absolutely crushed it in 2024. We were successful enough to make several 20x, 50x, and 100x on mooners and we gonna kill it together in 2025.

Honestly, 2024 has been the best year for crypto. BTC reached $100k, the U.S. elected the most pro-crypto government, Crypto ETFs launched, Meme coin Mania, Goat started a massive euphoria for AI agents and AI agent Infra like Virtuals, Griffain, and Ai16z popped up.

What’s in for 2025?
• I think AI Mania will continue as there will be tons of new use cases pop up for AI agents and the overall AI agent infra will improve.
• Nillion could be one of the biggest AI projects this year.
• I would be also closely looking at development with Chain abstraction as that really unlocks the path of crypto to the masses.
• Meme coin mania will continue and we’ll have some new billion-dollar memes as they get a good mindshare.
• Solana and base ecosystems will continue to grow.
• We’ll see some big token launches and airdrops like MegaETH, Berachain, Monad etc, so keep a close eye on their ecosystems.

Manifesting good health and crazy monies for all of us this year. LFG!

https://x.com/prateek0x_/status/1874306548220223741

The alpha is always made in preparation and being ahead of the curve.

January looking like a 🔥 month

The AI narrative is dominating everything else and capturing their mindshare; it was at 35% just a few days ago and has now increased to 58%.

Study trading attention.

Remember, while trading tokens, our job as crypto degens is to bet on whether something can capture future attention based on whether it has a story/narrative that can attract 10-100x more attention.

https://x.com/Prateek0x_/status/1874796870691910071

Onchain is a bit slow, but there is only one winning rule for the trenches:

NEVER STOP CLICKING
https://x.com/Prateek0x_/status/1875327495731605992

$BUILD at 5M

CA: AuLFCTA8V8katsgpkFsezQtkHodJby5M4KB2VryTpump

Looks like a Infra play for lauching custom ai agents with no code.
https://x.com/usebuildfun

Docs looks good.
https://docs.usebuild.fun/

They sent 5% supply to vvaifu fee wallet.
https://x.com/usebuildfun/status/1875363280463777818

As per the tweet, their platform will be live in 15 minutes. Docs looked bullish. If they have a good working platform, it can send hard.
https://x.com/usebuildfun/status/1875362648482861371

They have locked another 10% supply for 6 months
https://x.com/usebuildfun/status/1875364806510965190