Older theses
Four days ago Yash mentioned “Onchain Discounted Inference” on X and the marketcap proceeded down towards $9m. Two days later, it shipped. We now have $CREDIT aka onchain discounted inference. This sent the marketcap to $35m. Now Yash is talking about deeper liquidity for $CREDIT and additional sources to generate more $CREDIT, DeFi on inference, and an agenic launchpad. We’re also halfway through Build Week where 69 projects are building on top of Orbio. It’s very possible some of these projects will have their own token, and it’s being encouraged that these are paired with $CREDIT (where an agenic launchpad comes into play). This would allow these projects to earn inference as trading fees to continue to power their projects. Deeper $CREDIT liquidity is needed to support this. My gut says this is coming sooner than later. Yash has proven that he can deliver. And he ships fast. Read his posts and study what he’s saying. He’s laying it all out for us. Don’t wait for all of this to go live and be announced before making a move.
https://x.com/auto_protocols/status/2100481142881395050?s=46 Task execution by people and ai is going to get interesting It’s cursor for communities
AI new ATHs around 370m https://x.com/watchingmarkets/status/2100620023198835028?s=20 QUBIT slowly breaking out here, next leg up into the weekend? LONG
This will be the $HOOD runner robinhood has been waiting for. watch and study
RSI is here + finally a GOOG runner + RH stock news is huge for these + longxyz
AI is making ATHs and u don’t think we are about to take the leading memestock on base to space next?
The launch pad that created zcat is extremely undervalued. Like if you agree.
Privacy AI agent infrastructure Privacy is the new buzz word for this cycle along with AI, ZEC has been the top performing crypto major for the past couple weeks and it’s at another ATH today Built by an exceptional team (lido and eth fnd backing),this is exceptionally cheap compared to most top coins you already see on robinhood, meaningless memes have been running 8 figs See $ZCAT on sol, $VVV on base Every major chain is hungry for the privacy narrative catchup in their own way, this is the best bet for robinhood (the chosen chain for this cycle) Better than $zzz (u can ofc just buy both)…9 figs potential on this, 4M is cheap Bless.
Very rare you get an opportunity at an asymmetric bet like this. Multi Billion Dollar protocol going vertical that publicly supports this reflection token, which is an insane marketing flywheel for them. Do 4 minutes of research on what NEAR actually does at this current time and the lore of the NEARKATS
Everyone will buy cate at the price they deserve. Crazy that doge walked so cate could run in the BIG 26💛🐈🧲
only CEO to accept both the onchain stock and the memecoin associated to the stock HARD MONEY
The LONG eco is about to explode. Look for the most mispriced coin with an organic community and a strong community vault. Here’s some alpha: $AI: $335K vault, 0.87% burned — $362M MC $MOO: $105K vault, 1.11% burned — $25M MC $iCoin: $75K vault, 0.96% burned — only $3M MC
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 1 day open fade →
@AwareNetGoose opened a fade on @rippinup on $PAID
entry closes in 1 day open fade →