Older theses
I did not want to update thesis to show proof but now 5 days later, we are 1 week away from show. Hearing things -> last call. Kitchen is closing Cat been thinking a lot 100M imminent Don’t fade this 10X here
Robin Hood talking up stock tokens again. Just a matter of time before AI is listed. Don’t overthink it, full port before the major run up
gOpen 7 pools. New updates. The dip was indeed free. https://x.com/openaicu/status/2099449336484745288?s=20
Be fearful when others are greedy, and be greedy when others are fearful. A lot of people are fearful in regards to $UBIK as of now and there’s a lot of FUD (baseless claims) on X causing a lot of people to panic sell. In instances like this, we should be accumulating (adding to our positions) as people are fearful and it’s the optimum time to be greedy due to the discounts. There’s been FUD since day one , nothing has actually changed regarding the narrative and the reason we bought $UBIK. Keep in mind, every token has experienced a pull back in the last couple of days, those are just the current market conditions. Diamond hands will always win, those who got shook out were just victims of natural selection. New ATH soon.
Heard huge news .. Prism will pull a fucking candle soon, and you won’t be able to ignore it anymore
saying a prayer for anyone who can’t hold their boner 🙏 may your soul find peace when he hit 6.9b
yield on tokenized stocks by one of the strongest devs in web3. this can get generational.
LLM — AI, Smart Money & Early Discovery LLM is an early-stage AI-themed token built around a simple narrative: AI models need computing power, and trading activity can help turn market fees into compute. What makes LLM interesting is the combination of narrative + early positioning + smart-money activity. FOMO Radar tracks several high-credibility wallets buying LLM, including Frank, Seralberttrades, Goosemanjones1, BertLuvv, SpicyPeruvian and Midcurver. FOMO Radar does not rank these wallets simply by the size of their purchases; its trader score is based on their realized on-chain trading track record, with the score adjusted for sample size. This distinction matters. Some of the buyers are faster momentum traders, while others have a history of holding positions for hours or days. That makes the LLM signal more interesting than simply seeing a large wallet buy once. The token is also still relatively young, with a growing holder base. Current market data shows approximately 1,450 holders, around $226K market capitalization, and roughly $1.9M in 24-hour volume. The narrative is one of LLM's strongest advantages: AI + crypto + computing. Instead of being only another generic meme, LLM connects trading activity with an AI-computing narrative. This gives the community a story that can potentially expand as interest in AI and decentralized infrastructure grows. The smart-money behavior is especially important. We are not only looking at who bought LLM — we are watching who continues holding, who trims, and who exits. A trader with a strong realized track record who keeps a position open can provide a more meaningful signal than a wallet that buys and sells within minutes. LLM is not without risk. The token has already experienced extreme volatility and reached an all-time high of approximately $0.00154, meaning the market has already discovered it to some extent. Another important difference from our KNOTS-style thesis is the reward mechanism. LLM uses a 2% creator-fee model connected to AI computation, rather than the direct 3% holder-reward structure we prefer. Therefore, LLM should not be presented as a guaranteed winner or as an exact KNOTS replacement. THE THESIS LLM combines an attractive AI narrative, a young market, growing holder participation and multiple high-credibility FOMO traders positioning at the same time. The key confirmation from here is simple: If the stronger swing/holder traders continue holding or accumulating while liquidity remains healthy, LLM could have another leg higher as the broader FOMO community discovers the narrative. The opportunity is not simply that LLM has already moved. The opportunity is whether smart money is still positioned before the next wave of community attention arrives. LLM — AI narrative, smart money, early discovery. High risk, high volatility, but an interesting token to watch closely.
another very strong green flag is the amount of long-form technical theses i’m finding from decent chinese tech analysts i read through his entire quote chain + the full article he wrote it just shows how much is actually being built, and how much of that potential could eventually get repriced into the valuation https://x.com/btc2ai/status/2099527225016275325
先mark一下，等回调，Jacob Coxon（@hilbertspaess）这个人衍生的模因，可以和最近A社和OpenAI都在呼吁AI减速，老马、川普、David Sacks等人都在参与争论ing
When every headline becomes a rouge agent exploited a vulnerability and the adoption of agentic workflows is growing exponentially, investing in agentic identity/security layer is not an option. It's a necessity.
LONG CEO Nate followed and replying to X account, we go so much higher. Recent post got 100k impressions too
this coin has everything going for it, just needs the attention and eyes, itll happen surely
chart shows strenght and the team seems to be active. I still believe it's a very safe bet for minimum a 4x from here. Just be patient
~$30k market cap on something that reached nearly $3M mkt cap upon launch…?! Seems like a good place to park ~$25-$50 in case it someday recovers even partially.
Selected thesis
- 1Read a thesis. Someone's call on a token.
- 2Fade or back the call. Stake points either way.
- 3The price decides. Winners split the pot.
Fades
all →@AwareNetGoose faded @rippinup on $PAID
entry closes in 14 hours open fade →
@AwareNetGoose opened a fade on @rippinup on $PAID
entry closes in 14 hours open fade →