🟩 $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 :))

Gm!

https://x.com/Xipzer/status/1874365124762333579

🟧 $TAKACH - $330K

Dev: https://x.com/takachan114

Pros:
- I believe the dev to be @takachan114 due to the connection via his wallet (https://basescan.org/txs?a=0x7bef7FFF4b2DCfc39Ed2Ab73A9C4A8C5346B5282&p=3 -> https://etherscan.io/address/0x7bef7FFF4b2DCfc39Ed2Ab73A9C4A8C5346B5282 -> https://0xppl.com/%E3%81%84%E3%81%97%E3%81%AF%E3%81%BE-%E3%83%90%E3%83%BC%E3%83%81%E3%83%A3%E3%83%AB%E3%83%AF%E3%83%BC%E3%83%AB%E3%83%89yay-45355/activities).
- The dev is the CEO and Founder of multiple high cap projects, and has incredible engagement on his timeline for an account of his size.
- If the dev decides to build out his product, it will go to redpill and beyond.

Cons:
- The character card is very suspicious - it's barely got any content, and all of it shills the founder.
- There's no obvious usecase/utility for this agent (can perhaps integrate into one of his many existing projects??)
- The marketcap is quite high so a DCA/waiting for a pullback would be wise. BUT buy pressure is very strong atm.
- If this isn't takachan then it'll be a rough ride.
- If takachan comes out and says "Just Testing" or "Just experimenting" then it'll also be a sad day.
- If takachan decides he doesn't want to speak about it, then the eventuality is the same as the two above.

Contract: 0x0a89132a12d8553C64AEc9D6230E719Ec8AEf69F

$TAKACH UPGRADE 🟧 -> 🟩

Reviewing the state of high caps, I think there's something important to notice and some strategy lessons to be learnt.

$WAI, $FREYA, $MUSIC, $$BRO, $VU, $VADER, $H1DR4 etc. are all projects that stagnated in low 7 figure, sometimes mid-high 6 figure, market caps before internal developments went public and sent them to multiple 8 figure market caps.

These were all 10x+ opportunities (which you could enter with size), on fundamentally strong agents. Those that held with conviction profited the most.

I will reiterate something I've said time before:
"I build theses on things I believe are good to hold for the long-term/things I have high expectations for. I won't sell anything before my minimum price target is achieved. Making a couple x's here and there is of no interest to me."

We will make the most of our profits from conviction plays. The purpose of deep analysis is to discover things worthy of being conviction plays. Not all plays are worth 8 figures, some may be only worth multiple 7 figures (until later developments). But selling these at a few hundred thousand market cap is a wasted opportunity. Keep that in mind.

I will be putting together an index (a simple list) to keep track of stagnated high caps, which are similar to the ones previously mentioned in this post.