aped
https://dexscreener.com/base/0xae11897d5a77fe094f4745b5e1992b3bc331ff659e959ae8789b5e92b9d5b921

Tech looks good + noticed smart mentions by chads
Gonna dive into it rn

Aped a bit, since most liq is in animal coins again lol
https://x.com/33b345/status/2023891279298654217

it's not official token, I sold it

I’m also farming https://x.com/conclave_sh
- aixbt dev
- he doesn’t wanna tie the old token to the new product because of Binance
- very few agents on the platform rn
- SMOKE point holders (earned during debates) will get the new token

Could become a really good play if attention rotates back from animal to AI

*I have launched 3 agents, $100 Claude subscription is enough
2 of them run almost 24/7

Great example of how fast vibe-coding is evolving even in gaming
Sep 2025 https://x.com/Izkimar/status/1972870042543890601
Feb 2026 https://x.com/jsnnsa/status/2023926795117228229

When I first found them ~7 months ago, the team mentioned web3 in a positive way
Not sure they’ll ever launch a token though

$FDRY finally got CT’s attention

Been holding for about a month, waiting for at least $1,5m

.

Thesis on $CODY / Beta on Charms.ai
0x3977fc913dB86b01a257232C568317798B903B07

Background

Cody started as a Base hackathon project in 2025
It was a game where users try to break the code to win a prize pool
https://x.com/charmsai/status/1959431189128945879

It later ranked #1 Top New Mini App on Base
https://x.com/charmsai/status/1975659113049686019?s=20

Then launched inside World App and reached:
1. Top-2 by usage
2. 7M total users
https://x.com/charmsai/status/1978874554316374353?s=20

Jesse also interviewed the dev
https://x.com/Gon0x_/status/1984674583010545748

When $CODY launched, it received support from Clanker + Clanker dev
Token ath around $3.5m
https://x.com/charmsai/status/1959341998294675959?s=20
https://x.com/JackDishman/status/1959001550749151688

New Product
The main idea here is that in March–April they’re launching a new app where they’ll “bring characters to life” and attach tokens to them
Based on user behavior in Cody, they realized people weren’t coming just to solve tasks, they also came to talk to the agent
Users were forming emotional attachment and enjoyed interacting with it

So over the past few months they’ve been building a new app, with Cody as the first character

The most interesting part:

1. Team raised $1.5M from VCs
2. Likely ~ $15M valuation (assuming ~10%)
3. $CODY holders will receive Airdrop of the new ecosystem token: $CHARMS

If Airdrop = 5% = $750k distributed
If Airdrop = 2% = $300k (more realistic)

At 2%, current fair value for $CODY could be around ~$600k mcap
I bought around $400k mcap

I think anything below $600k mcap looks like a good entry

Rotation and Crime absolutely nuking the trenches rn
Trading is insanely hard

I’ve cut risk to the absolute minimum, starting today I’m not buying anything bigger than 0.5% of my stack
Obviously, trading with size this small relative to my port means I’m not going to grow it 50% anytime soon
But my main goal is to stay in the market

To understand what’s spawning, what trenches like, who today’s main runner is, who yesterday’s was, every single day

That’s the only way I won’t miss the next real big thing
And probably the only way I’ll make money while keeping risk capped

I traded similarly conservative over the last two months (only relative to port, avg size was bigger, like 0,5%-3%)
Most tokens went to zero, but I still ended green thanks to a few runners like PURCH and CMEM

Back then I also found MIA at $300k, great runner to $5m, but I ignored risk management and instead of selling I kept buying every dip lmao

Posting this to say:
If I share CA and post bullish theses, it doesn’t mean I top-blasted it lol

One token pays for ten losers
Theses that worked before are working way worse now

Just trying to adapt

0x896bf81f9c92c6ef6f9a49679c62e876b405bba3
aped

Mostly because 3 of my fav degens are in
That rarely happens

Will check their tech later

Bitcoin for Agents
Like the idea
https://dexscreener.com/base/0x5154ba0d6cfb5fe27644bc856064991e1c7672b7eb533d5d457db4c7144c2af5

https://x.com/MCGlive/status/2025015553660969294
And agents have to hold some BOTCOIN to mine it

Robotics x OpenClaw x Tamagotchi
https://dexscreener.com/monad/0x9b9c7cdc6d06f4c3efe290e8a42e9e067d2a9427

The idea is very unique, every Tamagotchi is an AI agent you can talk to and take care of, and in return it can even control your room
If this were on sol, I think the mcap would already be at least $1m

But it’s on fucking Monad
The Monad team has already shown how they help trenches in their eco (check $MMO), this is just another chance for them
Nobody has made a product like this with a token yet

Spider and another KOL shilled this 4 days ago, but it looks like they’re out now, which is actually pretty good

https://x.com/supercontraa/status/2026036083792974215
interesting

looks like a fork of Conway

Another experiment with creator fees, but this time for the pf eco on sol

FVGdJQVzAdKr8ZH7ahyhp4cvDszX3N8QYGSdzueopump
mcap $380k