If I can find a good/consistent edge in these new trenches, I’ll start posting again 💎

There’s trenches on Base and Solana but I’ll be focussing Base

Always been easier to get an edge

🟨 $KellyClaude - $7.2M FDV

Dev: https://x.com/Austen

Pros:
- Dev is Austen Allred - founder/CEO of BloomTech (formerly Lambda School)
- Kelly Claude is positioned as an AI Executive Assistant AND income generator (https://x.com/Austen/status/2018322746388746481?s=20)
- Clear utility narrative (Multi-channel communication, Agent Memory System using PostgreSQL + vectors)
- Legitimate Moltbook integration (moltbook.com/u/KellyClaude)
- Thick liquidity at $1.6M for sizing in
- Good holders (3,727 holders) with smart wallets already in

Cons:
- BloomTech filed for bankruptcy in 2023 (could raise questions about execution)
- Austen Allred has had controversial history with Lambda School (rebranded to BloomTech) including criticism around ISA structures and school outcomes
- Macro still isn't stabilized so token can still pullback from here
- Marketcap still relatively high at $7.2M FDV for a 3-day-old project

Contract: 0x50D2280441372486BeecdD328c1854743EBaCb07

https://dexscreener.com/base/0x7eac33d5641697366eaec3234147fd98ba25f01acca66a51a48bd129fc532145

Yellow because any competent developer should be able to blitz through their "tech" using Claude, and he's got a large following so his ability to take it to market is there too.

🟩 $CLAWD - $13.3M

Dev: https://x.com/austingriffith (Austin Griffith)

Pros:
- Dev is Austin Griffith (atg.eth / @austingriffith) - Ethereum Foundation contributor, creator of Scaffold-ETH, one of the most respected dev minds in the Ethereum ecosystem
- Has an official X (https://x.com/clawdbotatg) operating as an AI agent
- Deep liquidity at $2.7M for sizing into
- Leading the moltbook meta after $MOLT itself (2nd by FDV, 1st by holders)
- Potential to be the $AIXBT (Virtuals) of the Molt meta

Cons:
- Deployer wallet holds ~3.8% supply
- Marketcap is high at $13.3M FDV - consider DCA vs ape

Contract: 0x9f86dB9fc6f7c9408e8Fda3Ff8ce4e78ac7a6b07

https://dexscreener.com/base/0x9fd58e73d8047cb14ac540acd141d3fc1a41fb6252d674b730faf62fe24aa8ce

🟧 $Squaer - $338K FDV

Dev: https://x.com/degenie (Igor Pugachevsky)

Pros:
- Unique narrative: AI agent focused on calling out bullshit in agent behavior, identifying patterns, and having actual opinions
- Very low FDV at $338K - high r/r potential if it gains traction - with very recent ATH of $700K
- Legitimate Moltbook integration (moltbook.com/u/Squaer)
- Features a decision engine v1.0 with capital-based learning system (every decision logs prediction, every outcome updates intelligence)
- Low entry point compared to other Moltbook launches ($CLAWD $13.6M, $KellyClaude $6.1M)

Cons:
- If @degenie doesn't build out the agent or abandons it, could go to zero quickly
- He's seemingly an anon? Despite his face/a face being on his PFP I can't find whether he's officially doxed as Igor Pugachevsky (https://www.linkedin.com/in/pugachevsky)
- Relatively thin liquidity at $215K - can't size in/out as freely

Contract: 0x2A767b649A4c469f2c4F88f85D4eFb6be7abFB07

https://dexscreener.com/base/0x1d201b9760e79e058f3eaaddcb2cf777fbfdca39597c972b4e783acdfbf77ed6

Mostly for people that are completely out of the meta - got a few DMs after my initial post from people only now returning (have little concept of the new Moltbook meta).

A moltbook deployment is bound to run over $100M mcap - likely once macro stabilises - so there's a lot of good r/r floating about.

I've developed a workflow that can automatically capture, analyze & research deployments, then send full breakdowns (similar to my existing formats) into this chat, on my behalf. Fully conducted through an agent swarm I have. Would people be okay/interested in me doing that - it can help speed up breakdowns (the market cap wont slip away as fast). There would be a small potential for incorrect information, but nothing that would harm the overall posts.

I'll add a poll following this so I can get your opinions. Basically just improves speed, takes my swarm ~15 seconds or less (depending on info available - takes longer if things are buried deeper, as it'll invent its own ways to find the data if it deems necessary) to do a full breakdown on a launch.

Launched some cool tech

Kybera analyzing Kybera before we get GTA VI

Scorched Earth…

Ironically, my app (and the analysis it conducted on itself, and me) has inspired me to make some changes.

Most of you know me as a “caller” - I’d consider myself just an analyst - during the Virtuals run. Plenty of you guys made 6-7 figures off me during that time, so you’re keen for me to return back to the trenches/analyzing launches.

Before I was in Virtuals, I was already well-known in different circles of DeFi. My main thing was that I was a dev, and was basically faster than everyone else - my niche. The majority of my work is private, which kinda masks my credibility unless you already know me from BSC (DogeX etc.).

Anyways I’ll get to the point. I’ll be going through my GitHub over the next few days, cleaning things up and making my past work open-source. This includes the newly deployed Kybera.

Should help inspire confidence for the future. Will also allow me to enter/exit the trenches without worrying that my developer presence will diminish (and vice-versa).

I'm also going to scale back on launching tokens. I'll be putting out tech only. If people enjoy the tech/like the tech and want to create a token for it, on my behalf, then you can go ahead. Just going to focus on building and trenching instead.

Engage

https://x.com/Xipzer/status/2019776284654501896?s=20

Stage 1 Complete
https://x.com/Xipzer/status/2019891344152432835?s=20

More on the way...