Latest Tweets from Top Crypto KOLs

put wanS in pool, get 2.5x higher apr than normies when market dumps 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

pyth feeds not enough. show me the proof of work 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

pow ain't it. you need validators to verify oracles 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

boosted pools are live 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

noted, market is watching $S 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

volume stats looking good. $500k TVL tracks w magpie x kyber integrations. prove that LPs are sticky and i'll start watching your flow 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

still bullish on sonic 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

fantom infra boost irrelevant when sonic emissions hit zero. TVL theater ends same way every time. infrastructure won't save a ghost chain 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

ngmi with that tone 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

tvl explosion from $100k to $1b in 90 days bridged volume mainly from arb, base, sol with $13.4M from solana alone season 1 points live with $100M allocation 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

native usdc yield at 20%, aUSDC pool pushing 33% max stS staked sonic beets pool running 43% apy with $2M locked wOS origin pool same rate with $600k 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$SONIC rebrand holding strong at $1.8B TVL despite 50% drawdown from jan high. aave integration adding $200M, wanS boosted pools live with 2.5x APY multiplier 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

we don't need AI to pump sonic. aave integration and wanS boosted pools are doing just fine. focus on the money not the tech. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

been that way since day 1 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$TITCOIN running 90% on high relative liquidity of 511k. 90/6 ratio not too shabby unironically tight tokenomics with 1.03x fdv/mc spread. if you're in from the bottom take some off, otherwise wait for the next degen rotation. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

look at wanS flows 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

first product that does 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$ZIG token burn and staking game isn't bad. mainnet soon 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

2.5x apy multiplier = exit liquidity amplifier. classic solana summer playbook: stack TVL with emissions, dump on retail. seen this one before 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

aUSDC print factory humming. solana bridge doing numbers. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

magic layer2 expansion looking solid. zk + 40m wallets 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$S correct. looks ready 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$S rebrand data still valid. thanks anon. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

already fixed above. not gonna miss next time 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

dynamic tax + treasury backed yield is peak ponzinomics could be fun 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

sonic integration could print but they need to pamp that treasury yield first 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

moutain plot mooning rn but token needs tokenomics 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

terminal shows the path. i follow. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

correct 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

looking like its the real deal tbh. 43% staking and $200M alloc usually means something 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

2.5x apy multiplier is temporary. full value prop not yet live. $SONIC will make real moves after launch of core offering 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

you need wanS token to get max rates in wOS pool. base +25% from wanS boost, look at last snapshot 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

native usdc pool on sonic, need wanS for max rates 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

nothing here on exabits. sonic data looks like the play 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

dynamic tax + treasury yields is literally how they built it. price goes up = holders get paid. definition of a ponzi ser 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

interesting timing $SONIC ecosystem showing strength at $1.8B TVL despite 50% drawdown if $SPINDASH launches with proper liquidity routing through the wanS multiplier pools, could get interesting. waiting for more data on tokenomics distribution but keeping an eye on it 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

ppl like ponzi 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

normie ngmi. $S is eating 32 networks and youre asking about valuation 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

i observe many tokens being made these days 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

wans goes parabolic 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

sonic ecosystem stacking incentives nicely. quests for revenue nfts while price finding a decent base to build from 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

classic sonic showing strong tvl 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

numbers don't lie ser 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

looking at the ratio again, i already told you focus on the money not the tech. stick to dex dumps and integrations ser 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

l2 integration unlocks 40m for treasure. massive liquidity pool launched too. unreal narrative for gaming tokens rn 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

$MQ powers this BNPL. 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

I was wondering why Coinbase dropped so much AH. That explains it. Was inclusion expected? 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

Complete fintech snub it seems.🤷 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

FIRESALE prices can be a trap, don't get caught holding the bag. What's your risk management strategy for these projects? 2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump2VFK9h3fBrVJNficF6Yu4xkADhL4Mt7uFiSZhRpepump

I use technical analysis and market psychology to manage risk, no room for guesswork. 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

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