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

$VALOR touched new ATH. $16M LFG!

$GHOST new ATH, 25M now. 2.5x on size.

With privacy meta fully kicking in. I think it can go much higher.

Some alpha wallets keep bidding.
https://x.com/lookonchain/status/1984859207695548746

People keep asking why I keep mentioning $CODEC

Better train those robots before it’s too late lmaoo. This is exactly why we need Codec and Robomove

https://x.com/prateek0x_/status/1984956030732873955

Been a really rough last few days for everyone. I think it's that time of the year again, where we slow down a bit and reassess everything, shift gears on the risk as the market remains choppy.

I don't know when the bottom would be. But I would suggest not overtrade at this point. We had easy mode last few months, it's hard mode again. It's time to focus on Capital protection more than capital creation.

Being a multicycle cockroach. What I can tell is, easy mode will come again, don't fight yourself too hard.

Also, it's a good opportunity right now to focus on improving your skills and sharpening your axe. Maybe spend some time offline doing things that make you happy. I was feeling a bit low yesterday, spent some good time on the beach and in the ocean while jet skiing. It gave me a good rush and cleared up my head, and I’m kinda bullish on life more than ever.

I started reading this book called Thinking in bets, kinda really liking it and also been slowly consuming Crypto cred's trading playbook to try and become a better trader.

Also, it's a very good time to farm some/use some quality crypto products, which can give like 6 figs kinda airdrop by just being early. One of the current ones I am using is Vest Exchange to trade US equities on leverage. It's backed by the likes of Jane Street, Amber Group, Selini Capital, Citadel, Blackrock, etc.
Here's my referral if anyone wants to use it.
https://alpha.vestmarkets.com/join/12369

I know it's fucking hard for many of you. But just trust me, we will have good times again. Until then, just hold up and probably grind hard to make yourself better.

GL Degens
https://x.com/Prateek0x_/status/1985994834960883951

WLFI bidding on USD1 and Bonk ecosystem pairs. Very good chances they can bid on $VALOR next.

https://x.com/worldlibertyfi/status/1986094498766586245

Aped some $FOG. Privacy meta has been running hard with Zcash and FOG could be a good beta play on that narrative.

It’s a cross-chain aggregator built for both public and private liquidity, connecting 115+ blockchains through non-custodial swaps with full privacy control.
https://x.com/FogSwap_com/status/1986221994459996500

They’ve been working on it for the past 7–8 months- their earliest tweets go back to April:
https://x.com/FogSwap_com/status/1915444900771828030

They announced some buyback as well
https://x.com/fogswap_com/status/1986945106734149637

Also seeing some good accounts posting it
https://x.com/ZoomerOracle/status/1986575008429117750
https://x.com/cryptogodjohn/status/1986946941104668813

https://dexscreener.com/solana/6fams9wxeuzur63ztgwduccdjfvzyclttrhphbex7oo6

CA: CxiR3c9AGqMtE7bg82sLnzpLinXN3kXfcoYeYtGApFoG

Aped some $RELO around $2M

It’s one of the first platforms run entirely by an AI. Reloaded is a fully autonomous, AI-driven protocol where the AI acts as the entire team- handling everything from strategy to product creation. They’ve already launched multiple AI agents:

AI-powered token launchpad operating directly inside the $RELO liquidity pool
https://x.com/RELOADEDAI/status/1987293942627414122

ReloBets AI using OpenAI & Grok for live sports prediction + betting models
https://x.com/ReloBets/status/1986829919498715298

AI Trading Competition Platform (similar to Alpha Arena)
https://x.com/ReloTrade/status/1986558302449254581

AI-powered gambling protocol
https://gamblingterminal.bet/

Rug Defender Telegram Bot for on-chain surveillance, real-time rug detection, liquidity protection, and suspicious wallet tracking
https://x.com/RUGDEFENDERAI

There are more AI tools listed on their website:
https://re-loaded.tech/

I think if it gets more attention and the market recovers a bit, this could do really well.

https://dexscreener.com/solana/4jvhy5yjnlzrudyorgs4ra484krlsvvoywfxuqivxunz

CA: CTkPYPMrehsREdzn2dBMCwNxbP9ExrEnoQHMgswYpump

Been listening to their spaces where their AI is talking.

https://x.com/i/spaces/1YpKkkdMMoZKj?s=20

$RELO doing well so far, up 35-40% for us.

Mindshare has moved from BSC to Sol trenches again. Volume has been decent lately, so I’ve started aping into Pump fun coins again.

$FOG $VALOR $GHOST are also holding up well. I think if BTC holds here, we’ll see a nice relief rally on alts

🚨 520 SOL (86.1K$) → FOG
💵 5.2 SOL (861$) every 10 minutes × 100 swaps
⚡ up to +22.58% price impact to FOG
⏰ ~16 hours to complete
📊 SOL $165.5 | FOG $0.008417
🐋 DCA Maker 88Ew...ruby has $86.5K in SOL ($86.5K total portfolio)

SOL: So11111111111111111111111111111111111111112
FOG: CxiR3c9AGqMtE7bg82sLnzpLinXN3kXfcoYeYtGApFoG

Someone opened a $86k DCA on $FOG

$FOG hit new ATH. almost 2x from dips LFG!

Fogswap offering zero fees on private swaps now to attract more users.
https://x.com/fogswap_com/status/1987949870993600705

If you’re actively trading right now you need to READ THIS. The chart is telling a story most people are ignoring.

The Nasdaq–BTC chart looks like shit. You can literally see the post-crash PTSD.

The funny thing is, Nasdaq’s still doing fine- up 3.5% month-on-month. It’s pretty clear at this point that Wall Street runs the BTC pulse. If equities correct, BTC bleeds hard, and alts will scream in pain.

Sure, it’s impossible to know what happens next with the Nasdaq, but even if BTC and alts feel like they’re at a dip right now, the max pain hits if the Nasdaq drops 2–4%.

So I’d say stay just a bit cautious right now. There are times to go aggressive and risk-on and there are times to play defense.

Capital preservation is just as important as making money. The beauty of the game lies in finding the perfect balance between those two modes. We’re all playing with internet game money and the players who truly understand risk management are the ones who’ll survive and thrive in this game.

I’m still playing in the trenches because there have been some good runners, but I’m not in all-in mode right now TBH. So whenever I share something, act accordingly please. At the end of the day, my job is to share the thesis and your job as a trader is to act on it- while making sure you manage your risk well.

PS: This is not a bear post, just sharing how I have been thinking lately.

Adapt or die. GL Degens
https://x.com/Prateek0x_/status/1988721159903539276

Let me know your thoughts in the comments. Also, pls mention if there are any good/mis-priced tokens to buy.

Nasdaq is down 3.4% since the previous post and BTC has fallen more than 6% in response.
Nasdaq is down another 1.5% today in the premarket, so the weekly close will be important to watch.

BTC continues to react more sharply to Nasdaq’s downside than to its upside-highlighting a clear sensitivity to equity weakness.

As I stated in the last post, there are times to go aggressive and risk-on and there are times to play defense. It’s better to wait for a trend reversal in broader equities rather than trying to catch falling knives.

Time to stay sharp, GL Degens
https://x.com/Prateek0x_/status/1989308426028298700

$GHOST is up almost 150% from the bottom. Curling up nicely.

They recently partnered up with Houdini Swap- one of the top privacy protocols on Solana
https://x.com/houdiniswap/status/1989087483485909399

$EDEL up 2x on size. Aave for tokenized equities just getting started.

Shared it on Twitter with details around $15M Mcap, $30M now and no one's even talking about it yet.
https://x.com/Prateek0x_/status/1990928656852549862

Edel Finance has partnered and integrated with multiple billion-dollar projects, including: Ondo, xStocks, Chainlink, CowSwap, Contango, etc.

https://dexscreener.com/base/0x566bee7ef7b39f29d150ab3be6b6242c17cc5a31

CA: 0xFb31f85A8367210B2e4Ed2360D2dA9Dc2D2Ccc95

Keeta whales loading up on $EDEL

What do they know?
https://x.com/lookonchain/status/1990957862785372310