$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

Unwrapping $SARC in some more depth.

I'm aware @CryptoKemal (https://x.com/CryptoKemal) was at one stage following @sarcoshi (https://x.com/sarcoshi). This makes it very interesting, as CryptoKemal's main project is: https://ninjasquad.co/. @AIChars (https://x.com/aichars_io) the account that automates Sarcoshi, is also the same account that automates @KenshiNinjaAI (https://x.com/KenshiNinjaAi) WHICH IS STILL FOLLOWED BY CRYPTOKEMAL.

It's seeming increasingly more likely that Crypto Kemal is directly associated with Sarcoshi. I believe this is his project. He has a very strong following, I'm curious to see how this unfolds.

$SARC 4x

🟩 $ZK - $280K

Dev: https://x.com/Zyfi_org

Pros:
- The dev is @Zyfi_org, a platform for enhancing on-chain UX via ZKSync.
- The deployer wallet belongs to Zyfi (https://x.com/Zyfi_org/status/1798727714796617854).
- Zyfi has a strong following on X as well as it's massively popular platform.

Contract: 0xA56f67F600D2Cb425CFF37CE49574A63E74BF18B

https://app.virtuals.io/prototypes/0xA56f67F600D2Cb425CFF37CE49574A63E74BF18B

Tried to get you guys an early entry, will build out the content ASAP 🫡. TAKE CARE WITH THE BUY PRESSURE.

$ZK 3x

Fear not my people, I'll stick on Zyfi like glue.

Let us see how they reply.

I take these things seriously. Damages Virtuals on a whole, and directly effects my community. I won't tolerate this.

Debate Location: https://t.me/virtuals/25

Await clarification on whether $ZK is their "new agent" - I.E. It is actually new, relatively speaking, so could mean the current token or a new new one.

$ZK are actual bastards

https://x.com/Zyfi_org/status/1874095501441970572

Sorry everyone, I know this is a disappointing outcome. We'll recover, don't worry 💎.

Everybody take care with hyped launches. Being corrupted by FOMO is how you lose money.

Lots of people wanted me to call projects today, including the current $SAGE.
However, with patience you're able to see the grander picture.

https://basescan.org/address/0x5737f8016adacb5f75c58217b645041743fb251b

$SAGE Dev has been jeeting in small amounts. Terrible, lol.

Happy New Years Everyone!

Hope everyone is spending some of this time with their family & loved ones :))