Channel created
I don’t wanna tweet all my short thoughts/risky plays on X, so this channel will be my personal journal, where I’ll share:

- My trades
- Theses on interesting degen plays
- Thoughts on narratives/news/market
- Occasionally some web2 AI stuff that might actually matter for the trenches

Comments will be closed for now
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Holding $OMFG since tge
At $20m mcap I thought it would be my generational run lol

The app launched yesterday, TVL is still low for now
I just like the product, you can long/short any token on Sol (they also will release one sided deposits in v2, which imo is a good feature)

Waiting for collabs/support from Toly, Solana, etc. Need more attention and more exotic markets
https://x.com/jussy_world/status/2023732477769154732
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Cashtags could become a catalyst for a new narrative, hard to say yet what exactly it’ll look like
https://x.com/nikitabier/status/2022592748952653969

Chart integration and trading inside X is a huge and positive update for trenches
Still not fully clear how everything’s going to work, but launch should be in a couple of weeks

makes sense to explore the cashtags infra closely during launch and keep an eye on projects that are trying to improve some functionality inside cashtags or maybe building new ideas on top of them
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miguel notes
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
gm, x5 here 🎃

Anyway, what Conway is building could have a strong short-term impact on AI trenches

AI Agents on Conway already can:
1. get its own wallet
2. pay for its own servers
3. buy domains
4. interact with other platforms
5. all via x402

Last announcement is a new experiment, they funded an agent and let it run
If it can’t earn enough to pay for its next month of life — it dies
If it earns well, it can “reproduce” by spawning new agents, so its lineage survives in Web4 even if it disappears

Definitely worth tracking the eco

gonna vibecode my own agent + a small app today
Will share results if anything interesting comes out
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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
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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
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$FDRY finally got CT’s attention

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