$SLOTH CONFIRMED

$SLOTH

https://x.com/jonnym1ller/status/1873808630333755665

$SLOTH 2x

I'll be sleeping soon but wanted to reflect a little.

Wow this was a great first-day on Telegram.
To all those who begged me to open a channel long ago, and I said no, sorry! :D

2x redpill on X first-day, 1x redpill on TG.
Hope you guys still have rooms in your bellies for more gems haha.

$ODIN dev confirmed in my DMs. Won't be upgrading until there's a public announcement, though.

As you're aware, my thoughts on the direction the dev is going with $ODIN are clear. I think dev devs should produce serious products, not mascots. But, this dev is followed by EtherMage (amongst others), so his audience/exposure is good regardless.

Will be sending you all into the New Year IN PROFIT, so today it's critical for me to be extra thorough with what I decide to DYOR. Faded some hyped plays already as I suspected LARP/unserious dev, which turned out to be the case anyways.

$ODIN 2x

$ODIN 3x
FYI @frankdegods has joined Virtuals and bid 300v on $ODIN

$ODIN 4x
Has the buy pressure to bond

$ODIN BONDED

Shall we bring @blader to Virtuals?

🟩 $FAWKES - $320K

Dev: https://x.com/cryptoreumd

Pros:
- The dev is @cryptoreumd, a member of @BlackFlagDAO.
- The dev is followed by strong KOLs on Base.
- The dev is actively pushing updates for $FAWKES (https://x.com/cryptoreumd/status/1873812620295426223?s=46).
- The valuation is definitely in the wrong place at the moment considering the fundamentals.

Cons:
- The dev didn't buy much supply on his dev wallet, potentially leaving a lot of supply for snipers/bots.
- The marketcap is quite high so a DCA/waiting for a pullback would be wise. BUT buy pressure is very strong atm.

Contract: 0xE86fF82C6aEeAC2af8Ec06520c9392F2b37B1328

🟨 $MARIA - $92K

Dev: https://x.com/Sprkfi

Pros:
- I believe the dev to be Spark Finance (@Sprkfi) due to the ENS on Etherscan (https://etherscan.io/address/0x503cF621805CC55528F571e22e30203441D0b2cf) matching the one used by them on their Mirror Articles (https://mirror.xyz/sprkfi.eth/mFWsfujdndHeG1O4mDhGZQgjDXc3FGmmc7c91jUaYMo).
- Spark Finance have an on-chain orderbook exchange and are actively marketing + developing.
- It's possible that Maria will be a trading assistant for their platform Spark.
- If @Sprkfi takes Maria seriously then it will definitely take off.
- Deployer wallet hasn't sold or committed any other odd activity.
- Market cap is very low so good r/r potential.

Cons:
- If this isn't Spark Finance then it'll be a rough ride
- If Spark Finance comes out and says "Just Testing" or "Just experimenting" then it'll also be a sad day.
- If Spark Finance decides he doesn't want to speak about it, then the eventuality is the same as the two above.

Contract: 0x25E2D17cdF4B7843A3E47743537c4242f9Eb3cc5

$MARIA 2x

$MARIA DOWNGRADE 🟨 -> 🟧

Still a potential gem EVEN with the sell. However, Spark Finance really need to claim the project AND show us more conviction to offset this sell.

As I always say, the only project (which I called) to recover from APPROVE + SELL is $FREYA.

🟧 $SARC - $69K

Dev: https://x.com/BasbakanBilic

Telegram Chat: t.me/Sarcoshi

Pros:
- The dev team is comprised of 3 members (all dev devs).
- The dev team has been showing conviction (https://x.com/aichars_io/status/1873385605780189612?s=46) - quality product vs short-term gains.
- The dev team is active and responding to all messages in their telegram chat.
- The associated X is allegedly an anon/burner account and not one of the main Xs - these will be published with the AIChars (https://t.me/Sarcoshi/256).
- Sarcoshi is essentially a no-code framework for AI Agent development.
- Their plan is to allow functionality scaling of existing agents with a no-code solution.
- They are targeting the production of an AI Platform for agent interactions and agent games.
- The marketing for Sarcoshi hasn't been great so they are flying fairly under the radar at the moment.
- The market cap is very low so good r/r potential.

Cons:
- The devs don't have publicly known names/audiences, so their work on Sarcoshi is their credibility.
- The devs have publicly announced they wish to focus production efforts starting from 3rd January - a dev is on holiday rn.
- It's possible that Sarcoshi is a kind of LARP and doesn't actually go anywhere.
- There's allegedly 3 devs but the deployer is only tied to one individual, who is a nobody with no following.
- If the devs decide to quit/not take this seriously/LARP, this will be rough.

Overall Thoughts:
- I think the r/r is good at sub-$100K levels.
- I would feel a lot more comfortable knowing exactly who each dev is.
- Their conviction in their chat suggests they are taking this seriously.
- I'd like to wait until Jan 3rd (their supposed go-time day) and beyond before making my final conclusions.

Contract: 0xC30afE40b5aD54310E54D40dBe24b65Baf656359

$SARC 2x
You guys are on actual demon time lmao