Whist DEXTF has pulled a x2 this week it’s still only at $12M MC.

That’s peanuts.

I see this back at ATH of $4+ eventually.

Woefully underpriced currently and still an absolute steal IMO…

https://x.com/lorddurden/status/1984238741020385587?s=46

It’s like a x200 to ONDO levels which is its most thematically adjacent competitor…

AVICI now at $33M MC up from $11M MC, a decent liquid x3, this is now getting attention from Solana and a lot of bigger accounts.

Initials out now, and will TP the rest near $100M MC, whilst keeping a “moon bag” in case of it being a major runner.

Risk free and riding an on chain runner amidst wider market brutality.

This is the way.

The relative strength here from DEXTF and AVICI and even NOX is really reassuring

Can only imagine how these move as soon as BTC and ETH start to move upwards

I added DEXTF and AVICI the last 24 hours

https://x.com/LordDurden/status/1988920459140673570?s=20

Bybit officially supported mascot by the looks of it

$BILLI

Added, it’s a meme, very high risk, and a dust ape only

But given its likely got official ByBit support I have no issue sharing this one, though I am being very careful sharing memes in here from now on

$1.3M MC

https://dexscreener.com/mantle/0x273f2fA7FB26d97880c8Aad9eAF7B37ccB719498

$BILLI won the competition, Bybit will likely push this hard now as their official mascot, teleported to $3M MC, initials out, will ride the rest risk free and TP as we go...

https://dexscreener.com/mantle/0x273f2fa7fb26d97880c8aad9eaf7b37ccb719498

https://x.com/Bybit_Official/status/1990389456923185313?s=20

AVICI x6.6 and counting and ready for Round 3.0 with this breakout.

I will be looking to rotate some AVICI profits into DEXTF as this continues upwards.

$DONUT, Top 3 Revenue generator on BASE, seeing some decent wallets I track buy, interesting concept, added at $2M MC

https://dexscreener.com/base/0xD1DbB2E56533C55C3A637D13C53aeEf65c5D5703

x2+ on DONUT, initials out and ride the rest to Oblivion or Glory.

Interestingly there seems to be a "MetaDAO meta" forming.

All the MetaDAO projects (of which AVICI has been the poster child so far) have been doing really well.

The narrative here is "no KOL tokens, no team tokens, all organic" which means all the KOLs and Talking Heads you see pushing these projects have actual skin the game.

There seems to be rotation from AVICI to UMBRA and LOYAL right now.

I hold all 3 projects personally but it's likely that AVICI consolidates for a while here below $100M MC and UMBRA and LOYAL pick up steam in the meantime.

AVICI $80M MC

https://dexscreener.com/solana/5gb4npgfb3mhfhsekn4sbay6t9mb8ikce9hyikyid4td

UMBRA $20M MC

https://dexscreener.com/solana/7dvri3qjyd3uobszl3zth8vscgu6r6r2nvfsh7uvfdte

LOYAL $4M MC

https://dexscreener.com/solana/7m8ap2wp4qhcjwxlb1i6zvacqqjbfd3hvu9bvh1fa4tg

The obvious play seems to be for UMBRA to catch up to AVICI, and for LOYAL to catch up to UMBRA.

One thing I hope we continue to see is capital rotate to projects like these where everyone has skin in the game like the old days and is consequently not at risk of getting dumped on by the team.

Long may this meta continue...

Did some research into the other MetaDAO coins and think of all the non-AVICI coins that OMFG is the strongest, also the best chart of all the MetaDAO coins right now...

https://dexscreener.com/solana/2wnhab6tpyz3ynjjaum4zz1hdeep8fj3a76fjgjtvjjs

$14M MC currently

Will be digging into it more but I added today and will add more if the research comes up good

Re-entered AVICI on this breakout targeting ATH. Entry at the $3 fib. Sadly the other MetaDAO coins have performed poorly and AVICI seems to be the clear winner so far. Clean invalidation if lose the fib at $3.

https://dexscreener.com/solana/5gB4NPgFB3MHFHSeKN4sbaY6t9MB8ikCe9HyiKYid4Td

Edit/ updates: Still in this, and exited the other "Neobank" beta plays I tried like SURF and TigerPayX as want to keep concentrated on this for now. Deleted the SURF and TigerPayX TG posts to concentrate on AVICI for now as far as NeoBank goes.

What a year it was friends. Wild and insane volatility. Onwards and upwards in 2026 for us all 🍾

Overall for 2025 given what was a savage year in many regards am largely happy with performance 📊

We caught 4 of the biggest runners with $KTA (x60), $AVICI (x10), $PENGU (x10) and $TRILLIONS (x20) and have honed the system to ensure far less round tripping in future 📈

Backtested this past week and made amendments to ensure less on-chain garbage feeds into my system, so expecting an even cleaner and smoother 2026 🏦

The greatest trick the devil ever pulled is convincing you that you need to be in every runner. When one x10 per quarter is more than enough 👏

Will be talking more about my revised process in early 2026 and am feeing really galvanised and optimistic about the year ahead. 2026 might even see the long-awaited LD Capital News Letter 💥

Also hit my health goals which was just as important to me as the financial ones 🏋🏻‍♂️

Ready to crush 2026 and expecting this to be the best year yet health & wealth wise 🐂

Have an amazing New Year’s Eve and see you in 2026 🎉

https://x.com/lorddurden/status/2006302547271725399?s=46

Hope you're surviving friends. This will pass. And we will emerge stronger. Reminds me of both the 2020 COVID crash and the April tariff madness so far.

We are approaching deep bargain territory if we drop more today: https://x.com/LordDurden/status/2019560644744466443?s=20

I think AI agents is the next meta that gets real legs: https://x.com/LordDurden/status/2018947011244908670?s=20

This time with actual legs...

Added MLTL on BASE ($1M MC) given that emerging meta, an AI agent launchpad....

https://dexscreener.com/base/0x63267a8794e31e49907652682430fe2213cc2465745f6b7eea92c16c84fbb933

MLTL hit around a x3 ($1M MC > $3M MC) and rotated part of this into BotCoin. Really interesting agentic coin that aligns with the feeling that agentic related narratives will be the ones to kick this market back into gear. Entry around $2M MC on BotCoin. Looks very good.

https://dexscreener.com/base/0x5154ba0d6cfb5fe27644bc856064991e1c7672b7eb533d5d457db4c7144c2af5

I think the thing to do in this market is take initials immediately at x2. Don’t be greedy. Far too much garbage and fear out there. I’m seeing seasoned vets that were ultra bullish in January now panic sell everything. Stay safe. And wait for the good narrative plays (which fingers crossed this one is). It’s agentic plays only for me right now when it comes to new bags.

Weathered a 75%+ drawdown on the Botcoin position and now back to above water, just have a feeling about this one given the burgeoning agent meta that I see churning in the background.

My scanner as well also says this ticks all the boxes: holder quality, LP to MC ratio, etc....

https://dexscreener.com/base/0x5154ba0d6cfb5fe27644bc856064991e1c7672b7eb533d5d457db4c7144c2af5

Fingers crossed

As for general market thoughts, previous cycle ATH remains the key battle ground for now....

https://x.com/LordDurden/status/2030287204149346649?s=20

Close the weekly below this - we likely settle between the WMA 200 and WMA 300

Close the weekly above - $80k comes into sight

This tweet has my levels to watch and how I will be playing it