Musing Mind trading Journal
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I post my thoughts, research and Mind musings about my trades here. DYOR, NFA. Some are highly degen plays.

DM at @Prateek_0x

Twitter: https://x.com/Prateek0x_
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Aped into $ZARA at $3.5M which seems like a Virtuals type of no code App/AI launcher for x402

They have built a Virtuals type No-code agent builder for x402 apps
https://x.com/_mayurc/status/1981708548905288080
https://app.zaara.dev

Their parent company Vistara, is actually incubated by Binance Labs (YZI Labs)
https://x.com/zaara_ai/status/1981682800077283527

Zara has over 5000+ apps built on their platform and deploys apps/agents in minutes. That means Zara-built apps can 1) expose their own paid endpoints and 2) call other paid endpoints. That’s exactly where x402 fits.
https://zaara.dev

They have been building multiple x402 apps for the past 2 months
https://x.com/zaara_ai/status/1981415529413038314
They have also built x402 for the BSC chain
https://x.com/vistaralabs/status/1981826795742589029

Vistara has been constantly shipping hard on x402 stuff and also launched Base Mini Apps with Coinbase x402: launch directly within Zara
https://x.com/vistaralabs/status/1975062008618762405

https://dexscreener.com/solana/5zGp3JSRVz9ZT1nAWTcPC7CyqBasxJKjcKKz5HBh9ciX

CA: 73UdJevxaNKXARgkvPHQGKuv8HCZARszuKW2LTL3pump

https://x.com/Prateek0x_/status/1982039624458412515
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Musing Mind trading Journal
Aped into $ZARA at $3.5M which seems like a Virtuals type of no code App/AI launcher for x402 They have built a Virtuals type No-code agent builder for x402 apps https://x.com/_mayurc/status/1981708548905288080 https://app.zaara.dev Their parent company…
Tapped 2x, Virtuals of x402 stills seems very cheap at $6M TBH

Zara team has been shipping non stop

Integrated agent trading- Arena CLI about which even Elon was talking about after seeing Alpha arena tweets.
Agents on the BNB Chain can now:
- Settle payments directly via b402 (http://b402.ai)
- Mint verified ERC-8004 identities
https://x.com/_mayurc/status/1982046121724641405

They have also integrated Ligher (second biggest perps after Hyperliquid) for AI trading
https://x.com/zaara_ai/status/1982025213228539920

Two more exchange listings while the token is still at 6M
https://x.com/zaara_ai/status/1982017180465316190
https://x.com/zaara_ai/status/1982019726466519241

HIGHER!!
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GOAT of Farcaster/Base currently around 2M FDV.

Last time I shared it here with the thesis, it went from 1M to 90M. While Clanker was at 1M as well.

Now Clanker at 100M after Farcaster acquired it, but the AI token is still sub $2M, Can anyone guess?
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Aped a bag of $GHOST, Seems good privacy coin sitting around $10M, backed by 9-figure MC devs and 10-figure advisors.

Ghost is a Solana-native privacy protocol using adaptive encrypted routing, zero-knowledge mixing, and identity revocation, where users can transact, message, and operate anonymously without metadata leaks.

GhostWare → Solana-native, modular UX, low fees, full anonymity by default
Railgun → Multi-chain, more complex, higher fees
Zcash → Separate L1 using zk-SNARKs for shielded txns; strong privacy but high gas & low composability

Backed by a team with experience with privacy infra and early Monero tooling.
https://medium.com/@tryghostware/ghost-the-privacy-layer-of-solana-02f354fc2eec

Solana Foundation has been actively pushing privacy protocols, and Ghost fits perfectly into this emerging meta.
https://x.com/0xMert_/status/1980714054093345133
https://x.com/aeyakovenko/status/1951700501361574043

Endorsed the Freedom of the Press Foundation, aligning with Snowden's privacy vision
https://x.com/GhostWareOS/status/1982105081664229732

TL;DR: Solana-native privacy primitive backed by experienced crypto builders, already tied into Solana’s privacy meta and cypherpunk roots. If privacy meta catches hard- GhostWare could be the untraceable, dev-friendly privacy layer for Solana.

https://dexscreener.com/solana/d4rstbheborjgvm1fxzywjnnolbopqusbm4fdzhwrpam

CA: BBKPiLM9KjdJW7oQSKt99RVWcZdhF6sEHRKnwqeBGHST
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Musing Mind trading Journal
Aped into $ZARA at $3.5M which seems like a Virtuals type of no code App/AI launcher for x402 They have built a Virtuals type No-code agent builder for x402 apps https://x.com/_mayurc/status/1981708548905288080 https://app.zaara.dev Their parent company…
$ZARA looks mispriced at $4M FDV. Probably we can expect a PayAI-type candle sooner or later.

They’re building the same infra on BSC-called B402, which mirrors what the Coinbase team built on Base for x402.

https://x.com/_mayurc/status/1982528635082006951

https://github.com/vistara-labs/b402

Plus, Zara’s parent company is backed by Binance Labs, which gives them a major advantage on BSC over any other competing infra.

Even Anatoly has started talking about x402. There are very few x402-aligned tokens on Solana right now and Zara is one of them.
https://x.com/aeyakovenko/status/1982613152765534327

https://dexscreener.com/solana/5zGp3JSRVz9ZT1nAWTcPC7CyqBasxJKjcKKz5HBh9ciX

CA: 73UdJevxaNKXARgkvPHQGKuv8HCZARszuKW2LTL3pump
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https://x.com/zacxbt/status/1982297720753627373?s=46

may 6: @coinbase announces x402
may 7: $zara building w/ x402

Ca: 73UdJevxaNKXARgkvPHQGKuv8HCZARszuKW2LTL3pump
SpiderCrypto Trading Journal
https://x.com/zacxbt/status/1982297720753627373?s=46 may 6: @coinbase announces x402 may 7: $zara building w/ x402 Ca: 73UdJevxaNKXARgkvPHQGKuv8HCZARszuKW2LTL3pump
Just saw Spider's and Zac's post on $ZARA

They have been building on x402 since quite a few months. While PayAI tapped $65M rn, Zara seems cheap AF.
Musing Mind trading Journal
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…
The Robotics meta is back and $CODEC is leading the charge.

Up 2x since my last post (called the bottom) and momentum’s only growing with the Neo robot hype all over CT.

Trissy wrote another banger on Codec
https://x.com/Cryptotrissy/status/1983086813251285076

Great article by Zeroknowledge on Codec
https://x.com/codecopenflow/status/1983239844232077452

Team shipping nonstop with x402 add-ons & expanding into the Chinese community here
https://x.com/codecopenflow/status/1982719085667295268

Comfy in $CODEC - one of the cleanest Robotics plays out there.
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Forwarded from SpyDefi
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Achievement Unlocked: Conviction! 👩‍🎓

@MusingMind had the conviction to call GhostwareOS at a higher marketcap and it just hit x2+.

$10M ➡️ $22M

👁 View Call 📊 View Stats

🔸 哈基米 - TRENDING #2
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Went long on $ETHFI here around $0.94

They are proposing to use $50M of revenue for token buybacks- unless it trades above $3 (that’s 3.2x from current price)
https://snapshot.box/#/s:etherfi-dao.eth/proposal/0xe5b64c773d23c92e62092a713b14cc72a98a46c923e36cf885455118854337b0

No DAT or Ponzi mechanics, no hidden games, Just pure revenue.

They’re currently making around $70M/year as per DeFi Llama and that’s business revenue, not staking yield.

Also seems perfectly aligned with Neo-bank + real yield meta.

Got this trade idea from DCF god's post
https://x.com/dcfgod/status/1984025351576809976
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Forwarded from A’s alpha
$VALOR is the strongest USD1 pair coin right now

Raydium, WLFI, Bonk, Trump insiders all teasing it every now and then

Send the eagle to 100m
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