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.

I've been away from my desk for large parts of the day, due to New Years Celebrations.

I believe this was beneficial as there were quite a few launches today which all seemed to suffer from the same issue - heavy botting.

Although $VIRTUAL is skyrocketing in value and holders, we still aren't yet large enough to support the level of bot activity we have (relative to the non-bot activity). They will just extract liquidity, on newer launches, until ordinary users are exhausted.

Depending on how much time I can buy myself, I'm thinking to put together some open-source tools on my GitHub for your free-use. Just some basic tools for DYOR and a swap/sniper, in Telegram Bot format.

Working away on the index whilst monitoring for potential fresh gems. Early preview of some of the list, for my loyal Telegram Followers ❤️

$SCOOP
CA: 0xf404bC113f4fc7C2447CB2556dcF5a56e29fa2dd

$KOLS
CA: 0x8d60dc144657aBD1e1EB6D448bfB8ECdFa7CaE8E

$PROXY
CA: 0x1Ca42c8C7C36c6A46a8217Ce9602AEcDa241Ef1b

$RAIN
CA: 0x1ACa6687a9665Fb84DEb7E3801E8e7EcbA6ec6dE

$MOLLY
CA: 0xA720777acB870De5395cD5888b3cD8fB763E74D2

$BRAINS
CA: 0xF25B7DD973e30Dcf219fbED7bD336b9ab5A05DD9

$WIRE
CA: 0x0b3AE50BaBE7FFa4E1A50569ceE6bDEFd4ccAeE0

$POLLO
CA: 0x10Ac13E54218470eED360D13a38c2bbAfACb6167

$DEPIN
CA: 0xb4f4776219a20720D03eaE922De341A9586DE6c9

$HTH
CA: 0xEf02D1558705AdBA6bDE85F7C8acDCBfd37d4bE3

$JAVLIS
CA: 0x440D06b2aC83Ff743d9e149Be582A4b2b2c6adEc

Dev, Breakdowns etc. Will be coming soon, along with more tickers.

Also, tried to keep a strict upper-bound on the market caps. Trying to stay close to the $1M mcap mark.

REMINDER: This index is for "high caps" - redpill-only. Don't DM me to request EL for something you're stuck in. I'll add things I've researched deeply and have strong convictions for.

$WIRE saw our list and decided it didn't want to be stagnated anymore 😂

Good Night 😴

Will see what I can do to assist the team with the snipers.

Frustrating… Had to avoid calling a bunch of stuff today exclusively because of crazy sniper holdings.

Good Morning 😁

Hope everyone's well. Let's try to avoid these snipe-rugs as best we can. It's tragic, but our liquidity will actually get removed from the trading pool if we bid heavily-sniped projects. Even if the dev and agent fundamentals are good, the r/r is not great and the longevity for us to keep up doing it isn't there.

Okay, no more rambling. I'll be putting out quite a substantial breakdown on $POLLO (0x10Ac13E54218470eED360D13a38c2bbAfACb6167). It's heavily undervalued at these levels. I'm speaking with the dev directly and getting exclusive alpha. I won't be able to share it all at once, but we'll be ahead of the game at every step ;))

Expect my post in the coming hours, was a lot of data to breakdown.

$POLLO 2x - Been going through what I can and can't share with the dev.

It seems they have a lawyer that's going through and clearing what information they can go public with.

I've been given an ETA of 2-3 weeks for clearance on doxxes for the team members - I've been given some of them early, though, and have gone through them. They've got a stacked team.

There was a 10K Virtuals buy that sent it up. Don't FOMO into it, let the jeets out first and accumulate positions accordingly. No need to rush. My price target for $POLLO is ~$15M+ (it's a sort of Polymarket beta play/adjacent - we'll get into this more in the full write-up).

I try to do it differently (better) than others. A lot of folks in my position would've definitely called this junk token $DOCS 😂

Responded to everyone's DMs "can you DYOR this please" on X, so far.

Not sure how often I'll be doing this, but was fun to go through some of things you guys shared!
Mostly junk though 😅

🟩 $POLLO

Dev: https://x.com/cexbt2123

Telegram Chat: https://t.me/pollololTG

Pros:
- The dev's anon X is @cexbt2123 - he is awaiting a green light from his lawyer before sharing his doxxed account.
- The dev has a team based in multiple locations (Singapore, Spain, UK etc.) with a member for every role.
- PolloPal is a prediction and opinion market platform - for those that know Polymarket, think of $POLLO as an adjacent/beta-play.
- PolloPal platform facilitates you voting/trading on the outcome of future events - for those unaware of Polymarket.
- Instead of betting against the house - as is the case with Polymarket - Pollo is purely PvP.
- Their rewards structure features a staggered winners prize pool (1st place, 2nd place etc.).
- Pollo uses Chainlink VRF to provide RNG for their rewards pool selection - there's a randomized component to how much you may win.
- A core concept of Pollo is accessibility and fairness, so their voting amount is a fixed quantity of $1 per voter.
- The team have taken onboard feedback, positively, for creating multiple pool-styles ($1, $10, $100, $1000... etc.).
- The team has also disclosed Pollo will feature custom pools creation - influencers can create their own pools.
- $POLLO features a revenue-sharing component - USDC fees will be distributed to $POLLO holders, from protocol revenue.
- They are targeting January (this month) for feature release - a token-gated terminal and platform.
- It's very unlikely to be an elaborate LARP as some of the yet-to-be-doxxed devs are interacting with posts on X using their main accounts (I can't share, but I never said I wouldn't drop hints :DD).

Cons:
- There are some opportunistic individuals accumulating, as well as others jumping in and out for quick profits.
- Can't seem to access their site (http://pollo.lol) at this stage and they've forgotten to SSL encrypt their domain.
- They have a quarterly release roadmap - crypto moves quickly, key products must be produced ASAP.
- There's not yet any clarity on what features/mechanics the token-gated terminal will offer.
- Price action will be variable whilst we await the doxxing of the key members.
- The marketcap is quite high so a DCA/waiting for a pullback would be wise - I sent it up earlier, my bad lol.

Contract: 0x10Ac13E54218470eED360D13a38c2bbAfACb6167

Others: *Rugged*
Us: *Cooking*

The distribution on $DTSI is kinda freaky lol. Was $200K when I was about to call it but it's sketchy throwing you guys into such a heavily sniped agent.

I'll post on here anyways just so you guys have a record of the alpha - wouldn't recommend aping big though, especially not at these levels. Still heavy snipers loaded up.

Hopefully dev approves and we can at least shake some of the snipers - FYI some are using their own custom bots now, without safety mechanisms.