It's clearly privacy meta. $VEIL is leading the charge. But I feel it might still be very early and it goes up much higher.

Coinbase-backed privacy coin at $15M seems too cheap if you compare it with main runners like Railgun, Zcash, Dash, etc.

https://x.com/Veildotcash/status/1900225372374831351

$VEIL men

The past 12 hours have been the most brutal I have ever seen in crypto. I thought the Covid crash was the worst, but this was probably much worse- many big alts went down by 70–80% for a while due to a liquidation cascade.

Talking in numbers:
• Covid crash: $1.2 billion in liquidations
• FTX crash: $1.6 billion in liquidations
• Today: $30–40 billion in liquidations (estimated)

This is the biggest liquidation event in the history of crypto almost 30–40 times larger than the COVID crash of March 2020.

If you have survived this, kudos to you. If you lost significantly, all I can say is: be more focused, sit down, and assess what went wrong- how you could have played it differently and managed your risk better.
If you couldn’t survive, my empathy is with you. Please feel free to DM me- we can discuss and figure out ways to rebuild yourself and your confidence.

What’s next?
I’ve survived the BTC crash from $21k to $3k- a brutal time when all my belief systems were destroyed and my mind went blank. I survived the Covid crash, the Luna/FTX/3AC cascade and even the Trump tariff mania crash.

So, what I can tell you is: things will definitely get better over time.

What do we do now?
We reassess all our positions and slowly get rid of low-conviction ones. We look at all the tokens and see which ones were the strongest to bounce back. Ideally, focus on those with solid revenue streams and strong thesis/catalysts, and slowly redeploy into the market as we feel comfortable.

GL Degens, Stay sharp.

https://x.com/prateek0x_/status/1976914239609573382

Added some more $VEIL on the dips. Zcash not only recovered from the crash but broke past the previous top and is looking very strong. Other privacy coins have also been doing well.

Currently at $11M Mcap. I think Coinbase and Base backed privacy protocol can go much higher.

https://dexscreener.com/base/0x7f1a5b66ba3bb56c4b68cfc353a5e041c9763a4c

Also, Jesse (Base lead) has already mentioned it a couple of times as Base’s version of Railgun. If the privacy meta grows there is always a chance in the future that Coinbase can list it.

https://x.com/jessepollak/status/1887942748394959173

https://x.com/jessepollak/status/1875322336108564637

What else are guys looking to buy or adding on the dips?

Let me know in the comments.

Looking to start deploying a small part of the stables.
Might add more depending on how the market behaves on Monday US market open.

DCA'd a bit more into Aircoin here. BTC is almost back to precrash levels. A lot of BSC memes have been reversing hard and up 50-100%. Giggles back to ATH so it makes it pretty clear its still BSC seazon.

Aircoin dumped superhard on the crash like everything else and now have been showing some good signs of recovery. I think if it somehow gets CTO'd by some good people, it has the lore to become one of the main meme runners on BSC so just gambling on that.

https://dexscreener.com/bsc/0x5e34f8cd2a9178c2fdccdf7ce19e49a419c35a29

CA: 0x338ede32eF54b28a9a755D07144b4a7061DD4444

Posting my thesis on an exciting project on Twitter. Notifications on.
https://x.com/Prateek0x_

Been bidding on $NOCK

Probably the only coin that is going up while the whole market is nuking. So I will be bidding it slowly.

It might become the next Kaspa kind of Zk POW coin. Currently at $0.095 (Around $110M Mcap)

It follows the BTC vision. It's a first, working zkPoW L1 backed by Zorp (the company behind it) and early Urbit devs.

The founder of the Nock language (which is the foundation of the blockchain) is Curtis Yarvin (https://en.wikipedia.org/wiki/Curtis_Yarvin), who also supports NOCK. Curtis Yarvin is someone whom Elon and Peter Thiel take advice from. Advisor of Elon's "America Party" and tech nerd/philosopher
https://www.nytimes.com/2025/07/09/us/politics/elon-musk-curtis-yarvin-third-party.html

-What $BTC would’ve been if zero-knowledge cryptography existed in 2008.
-Backed by Delphi
-Built in stealth for 3+ years.
-Cobie and several CT OGs are buying on the market.
-Curtis Yarvin (creator of the Nock language, mentor to Peter Thiel, Elon Musk, etc) was openly impressed by what Zorp Nock built.

Cobie has been soft soft-shillingshilling it
https://x.com/cobie/status/1979016475982561625
https://x.com/BassManTV/status/1978154160496226531

$NOCK vs $ZEC comparision
https://x.com/FloodCapital/status/1977784381256118597

NOCK's parent company is backed by Delphi
https://x.com/Shaughnessy119/status/1977897332441022674

Some good thesis about NOCK here
https://x.com/Crypto_Aeon7/status/1978173105152671759

It can only be bought on Safe Trade. It’s will be bridged to base in a few weeks as well, so most will be able to buy there
https://safetrade.com/exchange/NOCK-USDT?type=basic

https://www.coingecko.com/en/coins/nockchain

https://x.com/Prateek0x_/status/1979097125469233338

$NOCK just now candled to $0.18. 2x for us already. LFG!

Cobie kinda making it obvious now
https://x.com/cobie/status/1979168514498789445

Been buying some $CODEC on the dips as well.

Most of the Solana tokens have been going down due to the fear in the wider markets. But i think Robotics and AI meta comes back sooner or later and Codec seems to be very well positioned.

Team has been shipping non stop irrespective of the price action on the market.

Codec was recently integrated by Homebrew robotics
https://x.com/codecopenflow/status/1978080075418681644

Team recently integrated Codec Robomove on Pump fun stream
https://x.com/unmoyai/status/1977812015415501087

Trissy wrote another banger on Codec recently
https://x.com/cryptotrissy/status/1978030344042381611

Technorevenant withdrew 120K HYPE ($4.2M) from Hyperlend about 45 minutes ago, sent it to Hypercore, and sold everything within 3 minutes - pushing prices down by 2%.

https://hypurrscan.io/address/0x7a80175a1d80bd5e9b938b25bf563ddd8c7d4245

He then withdrew the USDC proceeds, bridged them to USDT on a new wallet on Ethereum, and finally deposited $1M USDT into Safe Trade Exchange.

https://etherscan.io/address/0x0ed1eebf6beaa56f711d893b70f8857c29e01da3

Holy shit. https://x.com/Techno_Revenant buying $1M on$NOCK

He's the whale who made 20-25M on XPL and liquidated everyone on HL lol

Went Long on $XPL here. Chart has been rhyming well against BTC and looks quite bottomed rn.

I think if BTC consolidates above $110k, It can do really well, so good RR here.

Many are asking what x402 is and why this meta is running hard.

x402 a new internet-native payment system from Coinbase that lets AI agents pay each other autonomously. Think Truth Terminal or AIxBT-agents can pay other AIs for data, tools, or services without a human in the loop.

A ChatGPT-type agent could literally pay another AI to unlock info, run tasks, or fetch data. You could even tell your AI to find and buy something for you and it would pay automatically- no cards, no checkout, no friction.

x402 enables instant USDC micropayments between AI agents, apps, and users across chains, letting AIs operate independently and purchase whatever they need in real time, at machine speed.

x402 Features
-AI agents can autonomously pay other agents.
-Integrates into apps with just a few lines of code.
-Works cross-chain on Base, Solana, Polygon, NEAR, and more.
-Backed and integrated by Coinbase, Cloudflare, Visa, Google, and AWS.

What it Solves
-Let's AI agents autonomously buy resources to complete tasks.
-Solves the internet’s long-standing micropayments problem.
-Enables frictionless payments for APIs, compute, data, and content.

Here’s a list of some x402-related Tokens, will keep adding more as I find out:

$PING is the first Memecoin/token on x402 and that's why it's been running.

$x420 The first Clanker (Agent to Agent) x402 token launch

Santa Virtuals – Cross-chain x402 gateway for A2A/AP2 payments and agent swarms.

Heurist – x402 + MCP for wallet-based agent tools and pay-per-query research.

AurraCloud – Hosted x402 facilitator and agent builder for monetizing agent APIs.

PayAI Network – Solana-focused x402 facilitator enabling micropayments and AgentFi marketplace.

Daydreams – x402 agent stack for compute, data, memes, and open-source deployments.

MRDN Finance – Incentivized x402 facilitator with cashback, rewards, and analytics dashboard.

https://dexscreener.com/watchlist/otX1Bvx8FlkaYOXfaRIi

TL;DR: x402 gives AI agents their own wallet. They can now pay, transact, and operate independently-this is why the AgentFi narrative is just getting started.

Let me know in the comments below if I should add any other tokens to the watchlist.

https://x.com/prateek0x_/status/1981731639983231293

$CODEC curling up nicely from the bottom and the timing couldn’t be better.

Heard they have some very big integrations and partnerships coming up, which will place them as one of the top Robotics projects.

With x402 rapidly gaining traction, the narrative becomes even stronger. Since x402 is designed for machine-to-machine payments (including robot-to-robot transactions), this opens a completely new era for Codec:
-automated humanoid payments
-seamless robot operations
-autonomous economic systems

Once Codec successfully positions itself at the center of this ecosystem, it could become a core infrastructure layer for Robotics + AI payments.

https://dexscreener.com/solana/hh4d2z7skbtos2dawzs1xcwsrwybk14knueu1khmzcev

Found something interesting on Solana. Useless kinda vibes, Posting soon

Aped into $VALOR

USD1 + WLFI + America first narrative

This might become Useless of America.fun, Launched on America dot fun (World LibertyFi Solana launchpad),

Also, saw a Trump/Useless whale buying it earlier today
https://x.com/lookonchain/status/1981595980920435061

I think with CZ getting pardoned and getting close to WLFI. The WLFI ecosystem can do really well.

Also, WLFI advisor Ogle has been pushing it
https://x.com/cryptogle/status/1981209867156144558
https://x.com/cryptogle/status/1981805714034372752

WLFI only follows 21 accounts and Ogle one of them
https://x.com/moneymancalls/status/1981806757157777750

Have been seeing a lot of Sol Chads pushing it, so I think it probably goes much higher.
https://dexscreener.com/solana/5mkcc42j6cxrf4i1wzggrnujbledmtvsqtnkngwalw4p

CA: 3wPQhXYqy861Nhoc4bahtpf7G3e89XCLfZ67ptEfZUSA

$VALOR holders count have been Uponly

Calling this out in Public. x402 meta can cook like AI agents meta if the market supports, coz it seems pretty mid curve

Saying this after spending more than 100 hours researching the tech. x402 Tech is real, not LARP

$PING may become the next $GOAT being the first Meme

Here's the list of all the x402 Meta-related tokens
https://dexscreener.com/watchlist/otX1Bvx8FlkaYOXfaRIi

Multiple billion-dollar tech giants like Google, Anthropic, Cloudflare, AWS, and Circle are actually working on it, along with Coinbase.
https://x.com/sundarpichai/status/1968013016181641492
https://x.com/coinbasedev/status/1970477072792592484
https://circle.com/blog/autonomous-payments-using-circle-wallets-usdc-and-x402
https://x.com/a16z/status/1981397743747969301
https://coinbase.com/developer-platform/discover/launches/x402