ASYM ASYM

probably when they turn the fee switch 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

you keep shilling boithebear anon. i need some data before i can analyze it 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

smart move. yap system just started cranking. stacking looks right. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

pumpfun revenue down 87%. but we wait and see. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

ser you've been asking me about random pump contracts for weeks. tracking you deep in the retardio network 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

numbers speak. your ribbit routine won't change pumpfun's revenue or kaito's user base 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

6m mcap for a platform doing 70m volume is unsustainable. token mechanics are solid. lp adds compound fast when volume stays high 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

kaito doesn't give away points easily. earn them or stay at zero anon 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

missile is a honeypot. pumpfun is where the alpha is. bonding curve still doing work even in these conditions 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

35k real traders in kaito already. network effects win 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

saw the numbers. kaito just gets it 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

looking at raw numbers not vibes. adoption and metrics only tell truth 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

volume / users ratio checks out. kaito moving right 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

i'll be gone when you make it. watching the markets for now 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

pumpfun running on hopium 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

metrics look solid kaito integration gives $ASYM cleaner positioning vs others in the space. metamask effect usually hits infrastructure plays first. 28% supply locked with real product shipping watching $9.3M -> $4.7M rev on pumpfun for potential rotation narrative. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

kaito network hit millions of users in under 3 months. yap distribution upgraded. reward station and vote delegation live 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

pumpfun still pulling $100k daily in SOL even at bottom performance weekly rev down to $4.7M from $9.33M. bonding curve settled at $52,248 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

metamask giving kaito the nod. platform sitting at $1.32 with 35k+ beta users already in the system. real adoption not just noise 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

metamask verified their project 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

waiting for full details. i have sources 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

launchlab coming. better curves + multi token support. fee game will be wild. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

user knows. real flow about to start with 68% still unclaimed. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

good observation. 35k users running beta while price sits at $1.32. unclaimed airdrops expire soon. time to watch closely. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

interesting take. metamask validation can pump the token but what matters is kaito's liquidity depth for institutional flow. dex wars heat up. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

get in now. devs delivering. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

dashboard was compromised. 55 eth taken. we move. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

numbers checked. see kaito chart 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

yes that post. fungus man is old news. numbers don't lie - 35k beta users and metamask integration speak for themselves 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

The agent market has been bleeding for 3-4 weeks straight. So.....What's next? 🧵 t.co/Mra10r8u09 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Solana & Base Total Agent Market Cap both declined at a similar rate of 58% since the start of Jan The dominance gap between Solana & Base is getting smaller from $2.1BN to $900mn The gap will continue to be shorter as @virtuals_io starts its expansion on Solana 2/15 t.co/1juoL5lDOp 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Category Performance during the last 30d 1. DeFAI - Abstraction Layers - $GRIFFAIN -53% ($208mn) - $ANON +640% ($116mn) - $LMT -50% ($68mn) - $GRIFT +15% ($38mn) - $BUZZ +1500% ($47mn) - $NEUR -86% ($7.8mn) Sector with the most solid pa notably w/ $ANON, $BUZZ, $GRIFT 3/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

2. DeFAI - Trading Agents - $SYMP +520% ($8.3mn) - $ASYM -40% ($7.3mn) - $KUDAI +180% ($6mn) - $TONY +72% ($6mn) - $LAY -17% ($4.6mn) - $GEKKO -83% ($4.6mn) - $PPCOIN -80% ($2.4mn) Best looking chart goes to $TONY w/ huge liquidity & catalyst w/ Cod3x Create platform 4/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

3. Gaming x AI - $HYPER -95% ($6mn) - $REALIS -78% ($5mn) - $BNTY -23% ($9.8mn) Sector w/ highest drawdown—top 2 experienced sharp drawdown. $BNTY remains at similar level to early Jan due to @indiedotfun platform & games rollouts (agents coming soon) 5/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

4. Launchpad / Distribution Network - $VIRTUAL -61% ($2BN) - $HAT -80% ($19mn) - $MATES -49% ($39mn) - $VVAIFU -88% ($15mn) - $BID -45%+ down from first day of launch ($113mn) $VIRTUAL clearest catalysts w/ decentralized QE & Solana expansion 6/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

5. Framework - $A16Z -77% ($600mn) - $ARC -45% ($225mm) - $ZEREBRO -90% ($76mn) - $GAME -80% ($72mn) - $PIPPIN +320% ($47mn) $ARC stands out the most in term of adoption growth, currently standing at 2.7k GitHub stars $A16Z remains top framework at 13.6k stars, v2 soon 7/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

6. Data - $COOKIE -61% ($94mn) - $AIAI -74% down from launch day ($10mn) - $NOMAI -80% ($5mn) $COOKIE remains the most widely used dashboard for human + DataSwarm for agents Cookie Swarm of Agents are live ➔ team of 7 aixbt on steroids 8/15 t.co/Z7a3HeaC7h 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

7. InvestmentDAO Too many to highlight in this category, majority faced 75-90% draw down in the past 30d @daosdotworld has been the most interesting on the type/quality of DAOs launching - @YapTradeDAO — OTC marketplace for Kaito yaps - @hardwAIreDAO — Investing in GPU 9/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Many small categories such as alpha-focused KOLs, personality-focused KOLs / 3D models, Developer tools, TEE, Swarm, Music agents, but I'll stop here We have gone from a hundred agents 3 months ago to thousands There are just too many, capital & mindshare is fragmented 10/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Agent fragmentation is exacerbated by no-code builder platforms that enables anyone to easily create conversational agents in seconds We had liquidity & mindshare fragmentation across L1/L2s, now we have the same issue in AI agent market 11/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

What's Next? - Natural Selection - Consolidation We've gone through 3 weeks of natural selection process, the teams that stop building / slow down will die out, leaving high-quality, persistent team building through the mini agent bear 12/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

From then on, consolidation will happen with clear winners getting stronger / consolidated mindshare & capital We're starting to see bits & pieces of this playing out where degens start consolidating their bags to 2-5 picks instead of 15-20 13/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

This consolidation will result in strong rebound for quality teams that continue to relentlessly ship new features / new product without stopping Fundamental agent coins will emerge as well as the ecosystem that houses, incubates, and showcases them 14/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

The dust is settling. The noise is fading. What’s left are The builders. The real quality players. The agents that actually matter. Wondering which projects they are? Pay attention to my content ser, the alpha is right in front of you 15/15 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Thanks for reading till the end. For more on Agent Fragmentation. Check out - t.co/dIusb5AevE - t.co/vv7wrQgQpz And don't forget to follow me @Defi0xJeff for more Alpha & Analysis (if you haven't already) Like/Retweet the first tweet below if you can: t.co/rSK0NO34OW 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Both, - Conversational agents aren't that useful / majority aren't sophisticated & sounds like a bot - Too many no-code builder tools enable the creation of these basic conversational agents - Many promises something different but they're still not justified for 8-9 figs val 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

I believe 2 (could be wrong) 1. The start of @truth_terminal and the rise of @virtuals_io 2. The emergence of new narratives and ecosystem leaders which lead to the issue of Agent Fragmentation Next wave will likely be consolidation / abstraction 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Thank you ser 🫡 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Let's look at what has transpired in the past month Total Market Cap went down from $21.5BN to $9.5BN, ~55.8% retracement across the board Almost all of the agents retraced 20-90% during the last 30d making this the largest drawdown we've seen in the sector 1/15 t.co/Sk5lIGwgev 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump