Plasma onchain is heating up rn, tons of oppertunities atm

I’m in a couple of plasma plays already, but imo as a low mcap bet I like the founders dog $LUNA

Think of it like this:
> Base had $Toshi
> Sol had $Myro
> Plasma has $LUNA

https://dexscreener.com/plasma/0x5dd08744dd0214e962bb49253f327da6ea055e5c

Been mad busy irl, but onchain bags looks really good atm.
Here’s some updates:

> M0N3Y migrated to Zera, 30m rn. Been pushing it since the lows
> Codec back to 30m+, will be much higher soon imo
> OVPP back to 100m. Their mainnet is live: https://x.com/openvpp/status/1972743249606705267
They also got a Base rt on this: https://x.com/openvpp/status/1973040151333838904
> Habitat back to 9-10m, think some big catalysts coming here soon
> RBR announced they joined the real world AI foundry led by IoTeX: https://x.com/userobora/status/1973687214543421808
> Idle migrated to new ca: https://dexscreener.com/base/0x44ade2a0d886520e627b865cfff21c2707a23613


Will do more in-depth posts again very shortly. Will post a new play tomorrow backed by solana👀

Adding $CORAL to my portfolio

Coral is the infra layer for the agentic web. Instead of stacking bigger models, they link specialized AI agents so they can coordinate, communicate and actually do things.

Coral V1 just went live and the team kicked off a hackaton at solana hq. You can rent agents, monetize throught their marketplace and manage/debug at scale. Basically stripe + app store for ai agents: https://x.com/charliecheesma1/status/1969146296599457837

Solana even followed them not too long ago. If they deliver, this feels very undervalued and could run like virtuals or fetch?

> Devs can start building the agentic web on it rn.
> Hackaton running at Solana’s NYC HQ with some of the best AI devs. Mistral, Eleven Labs and Lovavle already in the mix.
> Good AI names slowly picking it up
> How many tokens have solana posted? https://x.com/solana/status/1973789437651005881

They’re literally hosting hackatons at solana hq and shipping a product. Coded for a nice run

https://dexscreener.com/solana/81AHsVyKA89mmp3aQnQtUnfxGvgM6ZnFCdtnaT9Fs5tc

NRN 🤝 CODEC
https://x.com/nrnagents/status/1974112852584902990

$CODEC is criminally undervalued. Once people realize what they’re actually building, and how far ahead the work already is, it’s gonna go wild.

Higher

So $ZERA is officially an LLC now, registered in Texas.
This is no longer just a project, it’s a real company:
https://www.sos.state.tx.us/corp/sosda/index.shtml

From what started as an experimental privacy protocol to now becoming a legally structured entity with policy access through the Texas Blockchain Council, it’s clear where this is heading👀

Mark my words, this will evolve into one of the biggest and most legitimate privacy plays in all of crypto.

This is insane. Hope you guys are good

I’m starting to bid some stuff right now

Very close to peak bottom, good job me.

If you lost a lot today, take a day off. don’t do anything stupid.

Adding $BOT to my robotics portfolio.

You all know i’m huge on robotic, and with NVIDIA now going all in, this is clearly the next wave after AI. They’re pushing robotics across all their socials, talking about it at every event, and lining up massive investments into the sector. When a company with hundreds of billions in dry powder starts deploying into a new industry, that’s a clear signal.

$BOT is building a software layer that trains robotic AI without hardware. Their algorithm learns much faster than physical robots, and they’ve already shared some early training footage. Their MVP is on the way.

The team will also be attending NVIDIA GTC in D.C. on Oct 28

https://dexscreener.com/solana/8n5vs5asyqxrkvl73k9m6hvtkzwmeubsdkzql2mbddy4

Looking good.

$BOT has been ripping even while the market was red. MasterBOT’s core idea is good: software that trains robotics AI without hardware. The v1 alone could be really great, but the longterm vision lines up perfectly with where NVIDIA, Tesla, and OpenAI are heading.

Doxxed dev and interesting tech. Team already working on partnerships, university collabs, and Y Combinator + Solana Foundation grant apps. Team is also taking MasterBOT to NVIDIA GTC next week.

Marketwise, $BOT stayed strong through the dips, hit $35M very recently. So far so great, lets see.

While i’m on the topic of robotics, I have to mention $Codec, one of my highest conviction plays this cycle.

Still flying under the radar. Currently on a great dip, mostly because volume rotated out of solid sol plays and into Chinese BNB memes. That rotation always reverts.

Sol season comes back, and when it does, i’m positioned exactly where I want to be.

If you don’t know what Codec is building, use the search function in my channel.

Worth reading:
https://x.com/codecopenflow/status/1979622421414969554

Taken some time off after moving to a new place and some other stuff. Fully back now, finally.
Rn building a position in $GHOST

It’s another privacy focused project on solana. Been watching it for a few days, and anything privacy related right now, I want exposure to. The goal is finding the one on sol that does real numbers.

Ghostware lets you transact, message, and operate fully anon, no metadata leaks, no traces. It uses adaptive encrypted routing, ZK mixing, and identity revocation.

Privacy has always been the real narrative. It’s why $ZEC has been moving lately, and even solana founders + Vitalik have said privacy is the next big sector.

They’re also endorsed by the Freedom of the press foundation:
https://x.com/ghostwareos/status/1982105081664229732

The privacy sector is one to research. The big sol players will push it even harder soon, just wait and see.

https://dexscreener.com/solana/d4rstbheborjgvm1fxzywjnnolbopqusbm4fdzhwrpam

Look at the timestamp of my post.

Perfect execution. Higher.

Eyeing $HAVEN

The sandbox for machines. It’s a decentralized robotics platform where you can simulate, program and own onchain robots through digital twins, basically virtual versions of physical robots that can execute tasks, be upgraded, or even launched as standalone projects.

Think $VIRTUALS for robotics, on bnb. Builders can get real world robots in simulated playgrounds before touching hardware. Connect with your bot via USB, train it, then deploy.

They also created a robotics launchpad. New tokens + migration fees cycle back to $HAVEN holders, good flywheel. Rn vol is very low, so I will dca on dips.

The robotics sector is easily one of the ones i’m most bullish on, right up there with privacy protocols.

https://dexscreener.com/bsc/0x3c8003a55292fbf80ac5e6adbfbef313bfb0c634

Pretty slow market rn. Everything bleeding slow, low volume, same charts on repeat. Perfect time to build positions onchain if you’re paying attention to the free entries.

I’ve said it many times:
Privacy, energy and robotics.

Red days don’t last forever.

WLFI recently started backing USD1 projects on SOL. First move was buying $1: https://x.com/worldlibertyfi/status/1986094498766586245

I’ve taken a position in $VALOR, which imo the next strong candidate for WLFI support / buys.

Even the WLFI Chief of Staff soft shilled it: https://x.com/valko/status/1985414912458232099

https://dexscreener.com/solana/5mkcc42j6cxrf4i1wzggrnujbledmtvsqtnkngwalw4p

USD1 season is about to kick off.

Still think $CORAL is massively undervalued

They recently partnered with Solana for the x402 Hackaton:
https://x.com/coral_protocol/status/1985742008187842825

The furure is here, infrastructure layer for agent networks.
Reminds me a bit of $VIRTUALS.
Virtuals = where agents live
Coral = how agents work together

Privacy is one of the sectors I pay the most attention to this season.

Next up on my list is $FOG.
Fogswap is a crosschain DEX agg with 115+ chains integrated that adds privacy by splitting your swap across multiple places. Each hop uses random tokens and one-time addresses, so no single party sees the full route.

> Routes through 2+ places
> Each hop shows only partial info
> Random tokens break traceability
> One-time addresses stop tracking

Tech is live already, and they’re releasing a 100% non KYC card with some privacy features.

Privacy shouldn’t end at the swap. It’s time to make everything private.

https://dexscreener.com/solana/6fams9wxeuzur63ztgwduccdjfvzyclttrhphbex7oo6

Have to talk about $HABITAT again, because it’s easily one of the most undervalued RWA + AI builds i’ve seen on Solana.
Their colosseum hackaton submission is amazing:
Pitch
https://www.youtube.com/watch?v=HtN5hjJLdzE
Tech demo
https://www.youtube.com/watch?v=WopIueyzqCU

Solar parks are a broken business, and Habitat fixed them. A 1MW modular data center with highend GPUs prints $3-10M/yr depending on load. Same megawatt selling electricity? Around $70k profit. Habitat turns low margin parks into high yield compute, much much more value by plugging GPUs straight into cheap renewables.

More renewable sites = more MDCs. Within a few hundred miles of their partner park Trakia, there are gigawatts of available capacity, and >3 GW worth of operators pinging them daily. 1 GW = one nuclear reactor. EU curtails 10+ TWh/yr, global >100 TWh. Basically infinite growth ceiling.

And it’s not just curtailment. Even parks with fixed PPAs struggle with ROI. Habitat flips the economics completely.

Imo Habitat might become one of the bigger distributed datacenter network on the planet.

Nobody in the energy sector has ever heard of this use case, not park owners, not EPCs, not inverter manufacturers. Habitat is the first touchpoint for all of them. Curtailment only became a real issue like 18 months ago, and AI demans only recently went vertical. Perfect timing.

Habitat founders started with mining infra for a park owner, then realized AI’s bottleneck is energy, and the energy sector is sitting on the exact thing AI needs.

No other team has this stack yet: renewables + compute + tokenization.

Quick update and a little apology for being a bit quiet lately.

The past few weeks have been packed with traveling, new places, and some very important irl stuff, so posting took a small back seat while I was out living life a bit. Nothing bad at all, just fully in the moment and enjoying it.

Hope you guys have been printing in the meantime. Lets make december a good month shall we.

Quick life update:
My wife is pregnant, and I have been heavily focused on real life lately. Between renovating, traveling, and preparing for whats coming, most of my time and energy has been off the timeline and away from the trenches.

I have still been keeping an eye on the market, and rn its clear that things are starting to heat up again onchain, which means I gotta lock in.

Time to have some fun and print together with ya’ll again.