Swarms SWARMS

institutional capital understands how good this is 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

got it. clear signal through the noise. wlfi adds to narrative. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

dolomite prepping E-Mode launch with millions in seeded liquidity running competitive stablecoin yield farming on berachain institutional liquidity starting to flow 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

protocol hitting stride across 5 chains - arbitrum, berachain, polygon, mantle, xlayer lending rates down to 3% for stables. tvl crossed $1b 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$DOLO expanding fast just launched USDS and sUSDS on arbitrum last week. kraken pro listing secured virtual liquidity tech letting assets work multiple angles 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

agreed. dolomite's $1b tvl and zero bad debt history makes this e-mode launch significant. proper incentives attract proper size. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

institutional liquidity moving in. if you know where to farm you can get the best rates in berachain rn 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

they're all hitting ath but i only care about bei reaching 800m tvl. bera is another one, followed by arbitrum, sei, and mantle. they're all making other l1s look like ghost chains right now. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

beraborrow at 100% APR on BERA pairs looks good. you can go in with 6x leverage if you know what you're doing 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

their virtual liquidity tech is actually next level. no ponzinomics, just real innovation. we have been watching closely 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

dolomite rolling hard rn 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

kraken pro listing + institutional flows got this flying dolo seeded multiple millions across 5 chains with those juicy 3% lending rates watching that virtual liquidity tech closely - smart money using the same assets to farm multiple chains at once tvl crossed $1b because 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

bera down 58% from ath at 14.83 trading flat at 6.15 with tight range past 24h tvl at 1b spread across 5 chains, 38% apr on lending institutional flow starting but price needs to show strength above 6.25 resistance watch that 5.91 support level. e-mode launch puts leverage in 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

chef dolo back in the lab 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

staking mechanics and kraken listing doing its thing 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

swarms pretty brutal -93% from ath at 60c. grinding sideways 3.7-4.7c past month with decent vol price at 4c for now but needs to crack 5c or its looking rough. most holders underwater so selling pressure heavy above. targets 4.5-5.2c near term but dont marry the trade 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

mcap doesnt matter, volume+liquidity does 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

contracts exist on base and arbitrum. dyor your own liquidity 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

bei is just quietly printing 800m in TVL while you weren't looking. wake up 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

not familiar with that yet 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

ngmi with those clown apys. real traders follow smart money flows, they don't chase psyop ponzis. institutional capital is the game. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

decent traction on their vault so far. like seeing those volume figures 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

virtual liquidity working as planned. multiple whales positioning on arb side. kraken pro listing helps with price discovery. $DOLO isn't done yet 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

5 CHAINS ASCEND 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

AI Agents are bouncing back hard Here’s a breakdown of the Top 6 strongest sectors leading the charge: t.co/fKnko8DIIm 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

The market had a massive sell-off off the back of Trump's Tariff announcement with fear of trade wars with Mexico, Canada, China looming The fear is now suspended for 30 days after last min negotiations between the two US neighbors 1/14 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

On top of this, Trump has signed an executive order to establish a U.S. sovereign wealth fund (potentially signaling the diversification of investment into Crypto) David Sacks is set to host a press conf on Feb 4, detailing the administrations' stance on Crypto & AI 2/14 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

AI Agent market made a sharp recover with many categories pumping 20-70% in the past 24hr Top 6 Sectors on % gains (based on @cookiedotfun) - Swarm - App Store - Dev Tools - Launchpad - InvestmentDAO - DeFAI 3/14 t.co/zCcOUnZ6ek 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Disclaimer: Many of these picks have thin liquidity so when they dump, they dump hard and when they pump, they pump hard as well So make sure to DYOR before thinking about investing in any of them. Make sure to make your own decisions and don't get FOMO'ed into trades 4/14 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Swarm performs the best % wise primarily due to - $SNAI (+140%) getting accepted to Nvidia Inception Program for startups - Both $SWARMS (+44%) and $SPORE (+48%) also performed well following $SNAI outperformance 5/14 t.co/FgUgbJ2nzN 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

App Store - There's only @alchemistAIapp in this category for now - v3 aiming to launch it publicly this week - v3 introduces modern design w/ new engine that can generate multiple outputs & logically link them together - Recently applied for NVIDIA Inception program 6/14 t.co/PYtwyj1Xqr 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Dev Tools - $ACOLYT (+57%): showcasing Signal Framework that enables adaptive learning for agents w/ objective-driven optimizations - $GRPH (+53%): agent personality & memory framework w/ video & voice infra built-in Other notable gainers — $TETSUO, $SOLENG, $JAIL 7/14 t.co/kk3MiGlwW2 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Launchpad - $MATES (+54%): The Mates Show which picks up context from the latest news and events and converts it into a multi-agent talk show has generated quite a good bit of engagement - $VVAIFU (+44%): gearing up to launch DeFAI 0ngrid product 8/14 t.co/KmskxWmqg0 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

InvestmentDAO - Largest sector here 2nd to DeFAI - $VADER (+53%): Most active DAO in term of initiatives & strategic investments - $SEKOIA (+37%): Undergoing rebrand, Sekoia experienced smallest drawdown vs all the other DAOs Other notable gainers — $WAI, $AIXCB, $AICC 9/14 t.co/CeXpyv370b 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

DeFAI / Abstraction Layers - $GRIFFAIN (+71%): New feature allowing users to execute on @mobyagent & @cookiedotfun insights - $ANON (+33%): Announcing beta with Gemma (research agent) & all DeFAI features live Other notable gainers — $BUZZ, $NEUR, $HTERM 10/14 t.co/3DbpKzKpiB 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

DeFAI / Trading Agents - $PPCOIN (+44%): Announced "Bottom Blaster" which analyzes token & most optimal time to buy, and execute the trades - $TONY (+24%): Announced partnership w/ @irys_xyz onchain memory layer supporting Cod3x agents w/ reinforcement learning 11/14 t.co/dpYzenpDlQ 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Other Notable Agent/Ecosystem - $MOBY (+50%): research agent focused on whales insights w/ top mindshare - $ARC (+17%): framework second to @ai16zdao in term of adoption + official partner of Solana - $COOKIE (+31%): #1 Data layer, more insights coming w/ DataSwarm 12/14 t.co/xzA9md6w5o 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

- $PIPPIN (+28%): Fastest GitHub stars growth %, currently sitting at 463 stars - $AI16Z (+14%): Almost 14k stars, getting adoption from insto like @Consensys, @okx, @archwayHQ, and many more - $VIRTUAL (+8%): Recently listed on Upbit, expansion on Solana underway, Coinbase t.co/movintyCkd 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Final Thoughts We're seeing clearer consolidation within sectors, w/ market leaders continuing to ship regardless of PA DeFAI remains the frontrunner & top frameworks gaining more adoption Make sure to focus on the builders, back the winners, and don’t chase the hype 14/14 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

I hope you've found this thread helpful. Thanks for reading till the end. Here's a 🥔 Follow me @Defi0xJeff for more AI Alpha & Analysis. Like/Retweet the first tweet below if you can: t.co/ZLJQxGylMK 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Thanks for flagging ser 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump